Create advanced Works with: Any AI

Executive Director Annual Review Process

Checklist Has example

Run a fair, structured review.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

Design an annual review process for an executive director. Role, goals set last year and organisation context: [ROLE_GOALS]. Who participates in the review: [PARTICIPANTS]. Concerns: [CONCERNS].

Create a process with self-assessment, board feedback survey, discussion of results against goals, development plan, goals for next year, and documentation. Provide survey questions, a rating scale with descriptors, a meeting agenda, and confidentiality rules. Include guidance on fairness (evidence-based, no surprises) and handling disagreement. Mark employment, governance and compensation processes as items to verify with an adviser [VERIFY] for [JURISDICTION], and recommend that compensation decisions follow the governing document.

Also add a template for a written summary of the review, a plan for follow-up conversations during the year, and a note on documenting decisions and keeping records confidential.

Stay neutral and informational. If a point turns on statute, regulation or contract terms, flag it [VERIFY] with [JURISDICTION] and recommend confirming it with a qualified person or an official source.

Fill in before use

Optional: type your details and the prompt above updates. Nothing is saved or sent.

Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Rating scale (invented): 1 Needs development; 2 Meets some expectations; 3 Meets expectations; 4 Exceeds.
Survey items (board): 'The ED communicates clearly with the board.' 'The ED manages finances responsibly.'
Meeting agenda (90 min): self-assessment 15; results 25; discussion 30; goals 15; close 5.
Documentation: summary of agreed goals and development plan, signed by chair and ED.
Confidential: survey responses seen by chair and consultant only.
Compensation decisions follow the governing document [VERIFY].
Written summary headings: Achievements against goals; Strengths; Areas to develop; Goals for next year; Support needed from the board.

• governance