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Effective Executive Director Evaluations

Annual evaluation of the ED is perhaps the Board of Director’s most critical tool in monitoring and ensuring the overall health of a non-profit. This collection offers guidance, tools, and templates for conducting annual performance evaluations and resources to help with ongoing feedback between Boards and Executive Directors.

Executive Director Annual Goals and Objectives

An Executive Director’s Annual Plan with goals and objectives identifies and creates transparency of the ED’s short-term aspirations and the long-term vision for the organization. It provides the ED and…

Executive Director Annual Performance Evaluation Summary and Goal Setting Form

This summary form should capture the key points from the performance evaluation and verbal review of an ED. Summarizing the evaluations received from critical stakeholders serves as a formal record of the ED’s performance review and is a vital part of the evaluation process.

Executive Director Performance Evaluation: Overview

Annual evaluation of the Executive Director is one of the Board of Director’s most critical responsibilities in monitoring and ensuring the overall performance of a non-profit. It is also one…

Board and Staff Friendraising Process

The flow chart in this resource shows how a Board member can meaningfully contribute to building your organization’s “friend” base, leading to more supporters while increasing connection between your Board and Staff through their Friendraising work.

Successful Board and ED Approaches to Navigate Staff Management

For Executive Directors to be successful, Boards may support but must let EDs lead in all the core functions they were hired to do, including staff management. This resource offers approaches and suggestions for Boards and EDs to work effectively through staff management and inter-staff conflict.

Strategies for Exemplary Board-ED Partnership in Times of Crisis

Positive and collaborative executive director and board relationships are always important, but in times of crisis, they are more than ever. This resource offers suggestions for board members on how to effectively support and maximize their impact with executive directors and organizations during times like COVID-19.

Board-Donor Stewardship Flow of Communications

Major gift work is a highly personalized form of fundraising that can be difficult to systematize. The success of your major gifts effort is dependent on authentic relationships with your donors, and it’s difficult to script the authentic conversations that make up a real relationships. The following flow chart and corresponding scripts are a great place to start.