Evaluate Your CEO with confidence
using this proven, fillable CEO Performance Evaluation template trusted by Boards across North America.
FILLABLE CEO PERFORMANCE EVALUATION TEMPLATE
EVALUATE YOUR CEO WITH CONFIDENCE
Make CEO evaluations objective, consistent, and constructive—without wasting hours reinventing the process.
What’s Inside
- A structured, board-proven framework for assessing CEO performance
- Fillable, digital format ready to use immediately
- Covers the full role of the CEO – leadership, strategy, operations, risk management, working with the Board
- Practical ratings with space for feedback and written comments
- Adaptable for public, private and nonprofit organizations
Price $6.99 CAD
(Bundle Offer: Get the CEO Performance Evaluation + Board Self-Assessment Template for $9.99 – Save 30%)
PayPal, including Credit Card
WHY BOARDS USE THIS TEMPLATE
- Saves time. Proven ready-to-use format.
- Ensures governance practices. Aligned with what Boards, regulators, funders and governance experts expect.
- Supports constructive dialogue. Provides a neutral, objective, structured way to give CEO feedback.
- Track progress year over year. Baseline and consistent format makes annual comparisons simple.
- Full refund if not satisfied.
How It Works
- Download instantly after purchase.
- Distribute to your Board members, leadership team, others evaluating the CEO.
- Compile results easily into a summary evaluation.
- Discuss with you CEO for perspective, buy-in, and performance management.
Individual or multiple copies can be downloaded. Share the download link for 48 hours at no extra cost. Satisfaction guarantee. Full refund if not satisfied.
“This template saved us weeks of prep and gave us a relevant, fair and objective way to assess performance.
Our CEO valued the structured feedback.” – Nonprofit Board Chair
Purpose of the CEO Performance Evaluation Template
The CEO Evaluation is the primary and most formal process the Board has for measuring CEO performance. Regularly measuring performance is important because the Board delegates responsibility for day to day management of the business to the CEO. From a governance point of view, the Board MUST take steps to ensure they know how well the CEO is carrying out their mandate.
Feedback from the CEO performance evaluation process is important to the CEO as well as the Board. Through the evaluation process the CEO gains a clear understanding of the Board’s goals, receives well-deserved and positive feedback on accomplishments, and gets an opportunity to clarify the Board’s expectations around performance of the CEO role.
Here are the key goals of the CEO performance evaluation process:
- Objectively measure CEO performance vs. the goals and expectations of the Board
- Reinforce and strengthen as necessary the alignment between the CEO’s priorities and performance, and the mission, vision and goals of the organization
- Define and establish the criteria, process and expectations for CEO growth and development opportunities
- Build a stronger more productive relationship between the Board and the CEO
- Fulfill a primary Board governance duty to ensure that organization is well lead and if not, to provide a legitimate basis for terminating the CEO
Using the Fillable CEO Performance Evaluation Template
- Include the CEO. Use the CEO Performance Evaluation template to collect a self-assessment from the CEO. This is critical for CEO buy-in, discussion and perspective.
- Include the senior Leadership Team. Use the CEO Performance Evaluation Template to collect performance feedback from the management team as well as the Board. Management team feedback is critical to the CEO Evaluation process.
- Ensure that all feedback is confidential. Respondents who fear their feedback on the CEO may become public often provide incomplete or false feedback.
- Provide a reasonable amount of time to complete and return the CEO performance evaluation. Two days likely isn’t enough time. However, anything more than ten days is too long and often leads to respondents misplacing or forgetting to complete the CEO evaluation.
- Summarize and prioritize the data and learning. Data collected from the CEO performance evaluation template should be summarized and prioritized for the Board and CEO. It is important to get the CEO’s perspective on the findings.
- Make the final output of the CEO evaluation a CEO Performance Management Plan. The CEO Performance Evaluation is a key step in the CEO’s performance management process. The Board should manage and monitor this CEO performance plan throughout the year.
More Helpful Governance Downloads from Boardroom Metrics
CEO Succession Planning Template
Board Evaluation Template
Directors Guide to Corporate Governance Workbook
Articles By Our Consultants
Top Mistakes IT Leaders make with Balancing IT Activities
Balancing IT Activities In IT, we all know that a certain amount of resources must be assigned for upgrades, updates, patches and scheduled maintenance. In general, this is known as ‘keeping the lights on’. The [...]
Top Mistakes IT Leaders make in IT Alignment with the Business
Many of the large IT research organizations and others have been telling us for some time the importance of IT alignment with the business and its objectives. Many attempts at IT alignment fail for multiple [...]
Governance Improves Your Chances on RFP (Request for Proposal) Responses
As a senior IT Manager in a prominent Canadian municipality, I wrote and reviewed numerous RFPs and responses. Let’s just say that some are better than others. Some responses are put together in a rush, [...]
Julia Dumanian’s thoughts on the CEO as Chief Fundraising Officer
Canadian Hearing Society CEO Julia Dumanian is an expert on the CEO role. Here she discusses the CEO’s role as Chief Fundraising Officer for the organization. When Julia was a Boardroom Metrics consultant, we asked her [...]
Charities: Are your books and records in order?
Recently, a number of well-known Canadian charities faced brand risk because they didn’t adhere to a basic business principle of organization. They didn’t have up to date books and records. Failure to maintain your books [...]
Tick, Tock, Tick, Tock…Time is Counting Down
October 2013 leaves one year for corporations incorporated under Part II of the Canada Corporations Act (CCA) to transition to the Canada Not-for-Profit Corporations Act (CNCA). The CNCA provides federal not-for-profit corporations with a new [...]