Nonprofit Executive Director Annual Performance Evaluation
Annual executive director performance evaluations fulfill the board's governance obligation, establish reasonable compensation documentation, and support organizational effectiveness. This evaluation framework ensures a comprehensive, fair, and legally compliant review process.
- Industry: Nonprofit
- Frequency: Annually
- Estimated Time: 4-6 hours (including preparation and discussion)
- Role: Board Chair / Personnel Committee
- Total Items: 28
Mission and Program Leadership
Evaluate mission and program leadership.
- Annual program goals achieved or exceeded?
- Program quality and outcomes at expected levels?
- Innovation and program improvement demonstrated?
- Key community partnerships maintained and expanded?
- All organizational activities clearly aligned with mission?
Financial Management
Evaluate financial management.
- Annual budget managed within approved parameters?
- Fundraising goals achieved?
- Financial controls and compliance maintained?
- Accurate and timely financial reporting to board?
- Annual audit completed with no significant findings?
Board Relations
Evaluate board relations.
- Board kept well-informed with timely, relevant information?
- Board governance responsibilities actively supported?
- Board meetings well-prepared with meaningful agendas?
- Strong trust relationship maintained with board?
- Honest and transparent reporting including challenges and problems?
Staff Management and Culture
Evaluate staff management.
- Strong staff retention and positive organizational culture?
- Staff talent developed and succession planning addressed?
- HR compliance and fair employment practices maintained?
- Diversity, equity, and inclusion leadership demonstrated?
External Relations
Evaluate external relations.
- Funder relationships managed effectively?
- Organizational visibility and reputation in community maintained or enhanced?
- Advocacy and public policy leadership appropriate to mission?
- Media presence and communications managed effectively?
Compensation Review
Document compensation review process.
- Comparability data (salary surveys, comparable organizations) reviewed?
- Compensation decision made only by board members without conflict of interest?
- Compensation decision and comparability data documented in board minutes?
- Total compensation (base, benefits, retirement, perquisites) considered?
- Completed evaluation signed by both board chair and executive director?
Related Nonprofit Checklists
- Nonprofit Board Meeting Preparation Checklist
- Nonprofit Bylaws Annual Review and Compliance Audit
- IRS Form 990 Annual Filing Preparation Checklist
- State Charitable Registration and Renewal Compliance Checklist
- Nonprofit Accounts Payable and Disbursement Controls
- Nonprofit Payroll Processing and Compliance Review
- Nonprofit Restricted Fund Management and Release
- Nonprofit Volunteer Risk Management and Insurance Review
Related Governance Compliance Checklists
- Nonprofit Board Meeting Preparation Checklist - FREE Download
- Nonprofit Bylaws Annual Review and Compliance Audit - FREE Download
- IRS Form 990 Annual Filing Preparation Checklist - FREE Download
- State Charitable Registration and Renewal Compliance Checklist - FREE Download
- Nonprofit Executive Director Annual Performance Review - FREE Download
- Nonprofit Annual Conflict of Interest Disclosure Process - FREE Download
- New Nonprofit Board Member Orientation Checklist - FREE Download
- Nonprofit Board Governance Self-Assessment - FREE Download
- Nonprofit Whistleblower Policy Compliance and Implementation Review - FREE Download
- Nonprofit Annual Reporting and Compliance Calendar Audit - FREE Download
Why Use This Nonprofit Executive Director Annual Performance Evaluation?
This nonprofit executive director annual performance evaluation helps nonprofit teams maintain compliance and operational excellence. Designed for board chair / personnel committee professionals, this checklist covers 28 critical inspection points across 6 sections. Recommended frequency: annually.
Frequently Asked Questions
What does the Nonprofit Executive Director Annual Performance Evaluation cover?
This checklist covers 28 inspection items across 6 sections: Mission and Program Leadership, Financial Management, Board Relations, Staff Management and Culture, External Relations, Compensation Review. It is designed for nonprofit operations and compliance.
How often should this checklist be completed?
This checklist should be completed annually. Each completion takes approximately 4-6 hours (including preparation and discussion).
Who should use this Nonprofit Executive Director Annual Performance Evaluation?
This checklist is designed for Board Chair / Personnel Committee professionals in the nonprofit industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.