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Industry-Specific

Executive Director Annual Performance Evaluation

A confidential board-administered review of the Executive Director's leadership, financial stewardship, fundraising, staff culture, and governance partnership. Combines multi-area rating batteries, a prioritization exercise, and an AI follow-up interview that digs into the reasoning behind the overall rating and contract recommendation, giving the board a richer picture than scores alone.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全12問・約7分
Q01
メッセージ

Thank you for taking part in (Replace with Organization Name)'s annual review of our Executive Director. Your honest, specific feedback helps the board support and develop strong leadership. This should take about 8-10 minutes, and your individual responses will be kept confidential and reported only in aggregate to the board chair. (Template note: replace the organization name placeholder before launching and confirm your confidentiality process with the board.)

Q02
スライダーマトリクス必須

Rate the Executive Director's performance in each area below, from a significant gap to outstanding.

6行（各行にスライダー1つ）
  • Strategic leadership and vision-setting
  • Financial management and fiscal oversight
  • Fundraising and resource development
  • Staff leadership and organizational culture
  • Support for board governance and decision-making
  • ほか1件
スライダー 0〜10最小:Significant gap最大:Outstanding
Q03
マトリクス必須

How much do you agree with each statement about the Executive Director's day-to-day working relationship with the board?

4行 × 5列
  • Provides the board with timely, accurate information for decision-making
  • Proactively flags risks, problems, or bad news rather than waiting to be asked
  • Follows through on commitments made to the board
  • Models the organization's stated values in their own conduct
列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q04
オピニオンスケール必須

Overall, how effectively is the Executive Director leading (Replace with Organization Name) toward its mission right now?

スケール: 1 – 10
最小:Not effectively at all最大:Extremely effectively
Q05
選択式必須

Compared to one year ago, how would you describe the Executive Director's performance?

  • Declined significantly
  • Declined somewhat
  • Stayed about the same
  • Improved somewhat
  • Improved significantly
  • I wasn't on the board / can't compare
Q06
ベスト・ワースト選択（MaxDiff）必須

Which of these areas is most important for the Executive Director to focus on developing over the next year, and which is least important right now?

  • Strategic planning and vision-setting
  • Financial oversight and budgeting discipline
  • Fundraising strategy and donor cultivation
  • Staff development and organizational culture
  • Board communication and partnership
  • Succession and leadership pipeline planning
  • Community and external relations
  • Change management and innovation
各セットで最も良いもの・最も悪いものを選択最も良い:Most important to develop最も悪い:Least important right now
Q07
選択式必須

Based on current performance, what is your recommendation regarding the Executive Director's contract or continued tenure?

  • Renew without conditions
  • Renew with a formal development plan
  • Extend probation / revisit in 6 months
  • Do not renew
  • I don't have enough information to recommend
Q08
自由回答（長文）

What should the Executive Director start doing, stop doing, and continue doing to be more effective in the next year? Please be as specific as possible.

Q09
AIインタビュー必須

Probe the reasoning behind the respondent's overall effectiveness rating and contract recommendation: ask for a specific recent example that anchors their score, what the Executive Director could have done differently in that situation, and how the board could better support them. If the respondent indicated a decline in performance or recommended anything short of unconditional renewal, dig into what changed, when it started, and whether it's an isolated incident or a pattern. If they say they don't have enough information, ask what would help them assess the Executive Director's performance better next cycle.

Q10
選択式

How long have you served on the board?

  • Less than 1 year
  • 1-3 years
  • 4-6 years
  • 7+ years
  • Prefer not to say
Q11
選択式

Which best describes your role on the board?

  • Board chair
  • Committee chair
  • Board officer (e.g., treasurer, secretary)
  • General board member
  • Prefer not to say
Q12
メッセージ

Thank you for your thoughtful feedback. The board chair will compile all responses into a confidential summary used to guide the Executive Director's development plan and the board's own governance practices.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Includes multi-area rating batteries (slider matrix and agreement matrix) covering leadership, financial stewardship, fundraising, staff culture, and governance partnership in one instrument
  • Adds a max-diff prioritization exercise so the board can rank which focus areas matter most, not just rate them in isolation
  • Uses an AI follow-up interview to probe the reasoning behind the overall effectiveness rating and contract recommendation, surfacing context static forms can't capture
  • Closes with a long-text start/stop/continue prompt plus board-role and tenure questions, so qualitative feedback and respondent context are captured alongside the scores

Jotform

Executive Director Evaluation Form Template

A ready-to-use, customizable form builder template for evaluating an Executive Director, benefiting from Jotform's drag-and-drop form editor and integrations. It's a static questionnaire rather than an interactive interview, so all follow-up on ambiguous or noteworthy answers would need to happen manually. Good for quick deployment but limited for probing the 'why' behind ratings.

優れている点

  • Easy to customize within Jotform's widely-used form builder
  • Likely supports common field types (rating scales, text, multiple choice) out of the box
  • Can integrate with Jotform's broader ecosystem (e-signatures, notifications, storage)

物足りない点

  • Static form with no adaptive follow-up questioning based on individual responses
  • No built-in per-response quality scoring
  • No transparent, published methodology for how questions were designed or how prompts work

SurveySparrow

Executive Director Evaluation Form Template

A conversational-style survey template for ED evaluation, leveraging SurveySparrow's chat-like UI to make form-filling feel more engaging than a traditional grid. It remains a fixed-question survey, however, with no mechanism to dynamically dig deeper into a respondent's stated rationale. Best suited for organizations wanting a friendlier front-end than a raw form.

優れている点

  • Conversational, one-question-at-a-time interface can improve completion rates
  • Supports typical rating and open-text question types
  • Part of a broader survey platform with reporting dashboards

物足りない点

  • No adaptive AI interviewing to follow up on individual answers in real time
  • No voice-based interview option
  • No published, transparent prompt methodology behind question generation

Typeform

Executive Director Evaluation Form

A polished, conversational form template from Typeform aimed at ED performance reviews, known for its clean design and one-question-per-screen flow. Like other form builders, it presents a fixed question set to every respondent regardless of their answers. It's a solid template for gathering structured feedback but not built for open-ended, adaptive follow-up.

優れている点

  • Visually appealing, well-known conversational form format
  • Simple to customize question wording and branding
  • Good mobile completion experience

物足りない点

  • No adaptive follow-up interviewing—every respondent sees the same static question set
  • No automated per-response quality scoring
  • No guided screen-share tasks or voice interview option

よくあるご質問

「Executive Director Annual Performance Evaluation」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が12問含まれており、最初の設問は次のとおりです：「Thank you for taking part in (Replace with Organization Name)'s annual review of our Executive Director. Your honest, sp…」・「Rate the Executive Director's performance in each area below, from a significant gap to outstanding.」・「How much do you agree with each statement about the Executive Director's day-to-day working relationship with the board?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、12問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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