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Executive Evaluation Form
1. Executive Information: Basic information about the executive being evaluated, including name, position, department, and evaluation period
2. Evaluator Information: Details of the person(s) conducting the evaluation, including name, position, and relationship to the executive
3. Performance Metrics: Key performance indicators (KPIs) and objectives against which the executive is being evaluated
4. Leadership Competencies: Assessment of core leadership capabilities including strategic thinking, people management, and decision-making
5. Business Results: Evaluation of specific business outcomes and financial performance metrics
6. Overall Performance Rating: Summary assessment and final rating based on all evaluation criteria
7. Development Plan: Identified areas for improvement and specific action steps for professional development
8. Acknowledgment and Signatures: Space for both evaluator and executive to sign and date the evaluation, confirming their review and discussion
1. 360-Degree Feedback Summary: Include when the evaluation incorporates feedback from multiple stakeholders including peers, subordinates, and other relevant parties
2. Compensation Review: Include when the evaluation is directly tied to compensation decisions or bonus calculations
3. Project-Specific Evaluation: Include when specific major projects or initiatives need separate evaluation
4. Risk Management Assessment: Include for executives with significant risk management responsibilities
5. Innovation and Change Management: Include when evaluating executives specifically responsible for transformation or innovation initiatives
6. Succession Planning Notes: Include when the evaluation is part of broader succession planning efforts
1. Schedule A - Performance Metrics Definitions: Detailed definitions and calculations for all quantitative performance metrics
2. Schedule B - Competency Framework: Detailed description of leadership competencies and their assessment criteria
3. Schedule C - Goals and Objectives: Specific goals and objectives set for the evaluation period
4. Schedule D - Development Resources: List of available development resources and training opportunities
5. Appendix 1 - Self-Assessment Form: Executive's self-evaluation form to be completed prior to the evaluation
6. Appendix 2 - Historical Performance Data: Previous evaluation results and performance trends
7. Appendix 3 - Bonus Calculation Framework: If applicable, the framework for calculating performance-based compensation
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