Most boards conduct yearly CEO evaluations, but less than half of the findings lead to change. That’s risky, especially when about one-third of CEO transitions occur unexpectedly or under pressure.
A structured CEO performance evaluation template helps boards identify strengths, address gaps, and align leadership with strategic goals.
This whitepaper includes an editable form and a ready-to-use PDF version, so your board runs effective evaluations.
Who benefits from this whitepaper?
Disorganized CEO assessments frequently overlook early warning signals, undermine responsibility, and result in expensive misalignment.
- Only 55% of S&P 500 boards conduct formal CEO evaluations every year.
- Without clear performance metrics and governance alignment, evaluations become reactive, inconsistent, and even legally risky.
A modern CEO evaluation form helps board directors ask the right questions, avoid bias, and measure leadership performance against strategic objectives. It also supports compensation decisions and transparent board oversight.
What this whitepaper provides
You’ll receive a comprehensive and customizable CEO evaluation toolkit that supports annual reviews, board discussions, and performance-based decisions.
- A CEO performance evaluation form with key performance categories and Likert-scale ratings
- Editable fields for board feedback, comments, and recommendations
- A downloadable CEO evaluation template (.docx) and PDF preview
- Sample CEO performance evaluation metrics and feedback prompts
- Guidance on how to adapt the form for different contexts based on CEO performance evaluation examples in corporate and nonprofit sectors.
This whitepaper reflects best practices from governance and compensation committees and is fully adaptable for nonprofit boards using a nonprofit CEO evaluation template.
Who this whitepaper targets
We designed this template for governance professionals and leadership oversight roles, including the following personnel:
- Board chairs and directors conducting CEO or executive reviews
- Governance and compensation committees ensure fair performance tracking
- Corporate secretaries and legal counsel managing leadership records
- Nonprofit boards seeking a structured, transparent approach to leadership accountability
- Investors or advisors reviewing executive performance for contract renewal or succession
How Ideals Board supports secure board director and ceo evaluation workflow
With Ideals Board, your board can:
- Share and complete evaluation forms digitally and securely
- Collect input using structured, version-controlled forms
- Facilitate board discussions with annotations and in-document notes
- Track approvals, discussions, and results with timestamps and audit trails
- Store the CEO performance evaluation PDF in a centralized and protected repository.
Download the CEO performance evaluation template
Your board now has the tools to run structured, high-impact CEO reviews.
This template helps you achieve the following:
- Ask the right CEO performance evaluation questions
- Support annual review cycles and compensation planning
- Compare CEO and board perspectives with side-by-side formats
- Use a proven CEO self-evaluation form and board commentary fields
- Prepare audit-ready documentation for internal or investor reporting
Get the whitepaper to begin your board’s next evaluation cycle with structure and confidence.