Q01
Message
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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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
12 questions · ~7 min
Q02
Slider MatrixRequired
Rate the Executive Director's performance in each area below, from a significant gap to outstanding.
6 rows, one slider each
- 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
- +1 more
Slider 0–10Min:Significant gapMax:Outstanding
Q03
MatrixRequired
How much do you agree with each statement about the Executive Director's day-to-day working relationship with the board?
4 rows × 5 columns
- 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
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q04
Opinion ScaleRequired
Overall, how effectively is the Executive Director leading (Replace with Organization Name) toward its mission right now?
Scale: 1 – 10
Min:Not effectively at allMax:Extremely effectively
Q05
Multiple ChoiceRequired
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
Best–Worst Trade-off (MaxDiff)Required
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
Pick best & worst per setBest:Most important to developWorst:Least important right now
Q07
Multiple ChoiceRequired
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
Long Text
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 InterviewRequired
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
Multiple Choice
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
Multiple Choice
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
Message
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.
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- 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 TemplateA 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.
What it does well
- 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)
Where it falls short
- 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 TemplateA 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.
What it does well
- 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
Where it falls short
- 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 FormA 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.
What it does well
- Visually appealing, well-known conversational form format
- Simple to customize question wording and branding
- Good mobile completion experience
Where it falls short
- 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
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.