Leadership & Governance · Template
ED Performance Evaluation Template
Fair, structured annual review
An ED review the board and the ED both trust.
The annual ED review is the conversation most boards do worst. Either it doesn't happen, or it happens badly — vague feedback, no goals, no follow-up. This template gives you a structure that works for both the board chair running it and the ED receiving it.
What’s inside
- Annual review template with self-assessment, board-assessment, and goal-setting sections
- A six-month check-in template so the annual isn't the only conversation
- Guidance on separating performance from compensation (they don't happen in the same meeting)
- A short section on the review when things aren't going well
You may not need this if: You have a review process you and the ED both find useful — don't fix it.
$29
Buy — $29