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Executive Director Review Kit

A useful ED review starts with clear expectations.

Prepare a fair, useful review without starting from a blank page. Agree on expectations, gather specific evidence, discuss results and record the next steps.

For board chairs preparing an ordinary executive director performance review.

CA$79.99

One-time purchase. One-organization internal-use licence.

Secure Stripe checkout. Your private download link is emailed after payment.

Executive Director Review Kit, Boardwise branded cover

Inside the kit

  • Start Here guide with a practical review process
  • Review plan and goal worksheets
  • ED self-assessment and board feedback form
  • Review conversation agenda and final summary
  • Excel review workbook for evidence, goals and follow-up

5 editable Word documents, 5 matching PDFs (15 pages total) and 1 Excel workbook.

Delivered together in one ZIP, with a Start Here guide and licence. Word files are editable. PDFs are reading and printing copies, not electronically fillable forms. Excel workbooks have no macros.

Put it to work

  1. Agree on the review period, expectations and who will take part.
  2. Gather evidence and complete the self-assessment and board feedback.
  3. Hold the conversation, record the conclusions and agree on next-year goals.

Designed for routine performance reviews. Adapt it to your employment arrangements and policies; it does not resolve disciplinary or employment disputes.

Before you buy

Use it with your board

Reuse and adapt the files internally within one organization. Share with its directors, staff and volunteers. Redistribution, resale and use across multiple client organizations are not included.

Open and edit the files

Tested in Microsoft Word and Excel on Windows. Other office suites may render differently. Keep a local copy: the emailed download link is valid for 48 hours and up to five downloads.

Make it fit your organization

Practical governance tools for Canadian nonprofit boards. Adapt them to your context and governing documents. Consulting and legal advice are not included. For help applying them, explore Boardwise coaching.