Executive director annual review
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Executive director annual review

[ORGANIZATION NAME]

Executive director: [NAME]

Review period: [START DATE] to [END DATE]

Review led by: [NAME(S) AND ROLE(S)]

Date of review meeting: [DATE]

Part 1. Goals for the past year

List the goals the board and the director agreed at the start of the year, and how each went.

| Goal | Result | Met, partly met or not met |
|---|---|---|
| [GOAL 1] | [WHAT HAPPENED] | [ ] |
| [GOAL 2] | [WHAT HAPPENED] | [ ] |
| [GOAL 3] | [WHAT HAPPENED] | [ ] |

Part 2. The director's self-review

To be completed by the director before the meeting.

- What went well this year, and why?
- What was hardest, and what did you learn?
- What support do you need from the board?
- What would you like to achieve next year?

Part 3. Areas of responsibility

For each area, the reviewers note strengths and anything to improve. Adjust the areas to fit your director's job description.

- Programs and results: [NOTES]
- Finances and budget: [NOTES]
- Fundraising and relationships with funders: [NOTES]
- Staff and volunteers: [NOTES]
- Working with the board: information shared on time and in the agreed form, as set out in the job description. [NOTES]
- Compliance: filings, policies and legal requirements kept up to date. [NOTES]
- Community and reputation: [NOTES]

Part 4. Board input

Summarize the written comments from directors, without naming who said what.

- Main strengths: [SUMMARY]
- Main areas to develop: [SUMMARY]

Part 5. Goals for next year

Agree three to five goals, each with a way to tell whether it was met.

| Goal | How we'll know | By when |
|---|---|---|
| [GOAL 1] | [MEASURE] | [DATE] |
| [GOAL 2] | [MEASURE] | [DATE] |
| [GOAL 3] | [MEASURE] | [DATE] |

Part 6. Development and support

Training, coaching, time off or other support the board will provide: [NOTES]

Part 7. Compensation

- Current pay and benefits: [AMOUNTS]
- Comparability data reviewed: [SOURCES, POSITIONS AND FIGURES; attach copies]
- Board members who took part in the decision: [NAMES]
- Board members who left the room because of a conflict of interest: [NAMES, OR "NONE"]
- Decision: [NO CHANGE / NEW PAY AND BENEFITS, WITH EFFECTIVE DATE]
- Recorded in the board minutes of: [DATE]

Part 8. Signatures

The director's signature shows the review was discussed, not that they agree with every point. The director may attach written comments.

Board chair (or committee chair): ____________________ Date: __________

Executive director: ____________________ Date: __________

Director's comments attached: [ ] Yes [ ] No