Executive Post-Evaluation Workplan Template

An evaluation isn’t complete without a shared next step.

This editable template helps boards and executives co-create a post-evaluation plan that’s thoughtful, mutual, and actionable. Especially helpful after complex or high-stakes reviews, it provides structure for progress — not punishment — and invites both clarity and care into the leadership journey ahead. It covers:

• Top Priorities for the Year
• What Success Looks Like
• Support Needed from the Board
• Cadence of Accountability
• Opportunities for Reflection and Adjustment

We created this workplan to help provide accountability and support for executive directors + board members.