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
Four Trends in Association Governance
Association Governance is Evolving From Operations to Oversight Here are the four trends we are observing in Association governance: Board roles are being redefined to focus on governance and oversight from operations and staff [...]
Five Questions For a Startup Board Chair
Recently, I was contacted by a friend looking for some governance insight. She had been approached to be the Chair of a young, fast growing start-up. Although she didn’t have any Board experience, there were [...]
Three Factors Driving Corporate Governance Failure
Corporate Governance Failure is Common (More Common Than Most Directors Understand) Strong governance is an important concept. In theory, it leads to organizational health and sustainability. Unfortunately, the reality is that corporate governance fails [...]
What is Corporate Governance PPT
WHAT IS CORPORATE GOVERNANCE UPDATED FEB 2024 - DIRECTORS GUIDE TO CORPORATE GOVERNANCE Fillable Workbook and Board Self-Evaluation The Directors Guide to Corporate Governance is a 44 page fillable workbook. It explains corporate governance [...]
Board Assessment Tool: Governance or Operating Board?
What Association Board type are you - oversight or operations? As Boards of Directors strive to improve their governance effectiveness, a key challenge many face is striking the right balance between oversight and [...]
Board Composition: what’s the right size Board of Directors?
Board Composition and Board Size. How many Directors should your Board have? Nine. Seven. Nineteen. Ok. It depends. Here’s how to think about it: The logic of Board Size and Composition A Governance Board’s [...]