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Executive Director Evaluation Form Template

Enhance your non-profit's leadership feedback process

Gathering thoughtful feedback on your Executive Director's performance can be challenging. This template is designed for non-profit organizations seeking to accurately evaluate leadership effectiveness and drive continuous improvement. With clearly defined criteria, this form helps you collect insights on goal achievement, communication skills, and team leadership, nurturing a culture of transparency and accountability. Plus, it's fully customizable and WCAG-aligned for inclusivity. Explore how easy it is to create an impactful evaluation today!

Executive Director full name
Evaluation period start date
Evaluation period end date
Your role relative to the Executive Director
Please Specify:
Length of working relationship with the Executive Director
Less than 6 months
6-12 months
1-2 years
3-5 years
More than 5 years
Prefer not to say
Articulates a clear and compelling vision and strategy
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
Maintains a strong, transparent relationship with the board
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
Oversees sound financial management and budgeting
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
Ensures compliance with legal, regulatory, and ethical standards
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
Manages operations effectively and sets clear priorities
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
Builds and develops a high-performing team
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
Fosters an inclusive and equitable culture
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
Overall performance in the role over the past year
Poor
Fair
Good
Very good
Excellent
How likely are you to support renewal or continued tenure for the next term?
Very unlikely
Unlikely
Neutral
Likely
Very likely
Achievements to recognize
Top areas for development or support
Typed signature (enter your full name)
Date of submission
I affirm this evaluation reflects my honest judgment
Yes
No
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Paper art illustration depicting an executive director evaluation form for FormCreatorAI article.

When to use this form

Use this form when your board conducts the annual review, runs a midyear check after a strategic plan launch, or evaluates performance following a major grant cycle. Governance committees, board chairs, and HR leaders benefit by gathering consistent feedback across programs, finance, and fundraising. You get a fair, comparable snapshot of results, leadership, and risk management, plus clear next steps. For a fuller picture, invite the executive director to complete the Employee self appraisal form first, then compare self-ratings to board input. If you also want feedback from senior staff or partners, send a short 360 using the Self assessment survey form. The outcome is a focused plan with measurable goals, owners, and timelines.

Must Ask Executive Director Evaluation Questions

  1. What strategic goals did you set for this period, and what measurable results did you achieve?

    This grounds the review in outcomes, not opinions, and shows alignment with the strategic plan. Clear metrics help you and the board gauge impact and focus resources.

  2. How did you strengthen fundraising, partnerships, and program reach, and what evidence shows progress?

    Linking actions to revenue and mission delivery makes performance tangible. Concrete examples reduce bias and guide decisions on what to scale or stop.

  3. How effectively did you lead and develop the senior team and manage board relationships?

    Leadership capacity and governance health drive stability and results. You can pair this with input from staff using a short Self assessment survey form to validate themes.

  4. How did you steward finances and risk, including budget variance, reserves, and compliance?

    Financial stewardship is a core duty and needs clear proof. Variance analysis and risk updates guide oversight and timely course corrections.

  5. What are your top three priorities for the next 12 months, and what support do you need from the board?

    This turns evaluation into an action plan with owners and timelines. Specific asks align board support and make follow-up measurable.

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