Preparing for Your Annual CEO Review

How Nonprofit Executives Can Demonstrate Impact, Navigate Board Evaluations, and Advocate for Their Value

Wednesday, November 18, 2026
12:00 PM to 2:00 PM Pacific | 3:00 PM to 5:00 PM Eastern
Facilitator: Chris Looney, Founder & CEO, Fulcrum Nonprofit Leadership
Format: Live Virtual Training via Zoom
Cost: FREE for Fulcrum Members | $50 for Non-Members

Register Here:
https://fulcrumleader.com/event/ceo_reviews/

Your annual performance review is one of the most important conversations you will have with your Board of Directors. Are you prepared to make the most of it?

For nonprofit CEOs and Executive Directors, annual performance evaluations are fundamentally different from traditional employee reviews. You’re accountable to a Board of Directors, often with varying perspectives, expectations, and levels of understanding about your leadership responsibilities. And while you’re responsible for the organization’s performance, your evaluation should consider much more than financial results or fundraising success.

Too often, nonprofit executives enter their annual reviews without adequately documenting their accomplishments, understanding how their performance will be assessed, or preparing to discuss their compensation and future leadership priorities.

It’s time to approach your annual review with greater preparation, confidence, and purpose.

Join Chris Looney for this practical, interactive Fulcrum Leadership Institute course designed to help nonprofit CEOs and Executive Directors take a proactive role in preparing for their annual evaluations.

What You’ll Learn

• Demonstrating Your Leadership Impact: How to prepare a compelling executive self-assessment that documents organizational accomplishments, strategic progress, leadership effectiveness, and lessons learned.
• Navigating the Board Evaluation Process: Understanding the unique dynamics of Board-led evaluations, clarifying expectations, and preparing for a constructive performance conversation.
• When the Evaluation Process Is Missing or Flawed: How to respond professionally when your Board lacks a formal evaluation process or when the existing approach is inconsistent, ineffective, or unfair.
• Preparing for Difficult Conversations: How to respond to unexpected criticism, conflicting Board expectations, and disagreements about performance.
• Understanding Your Compensation and Benefits: Where to find reliable nonprofit executive compensation data, how to evaluate salary and bonus considerations, and how to prepare for a well-informed compensation conversation.
• Strengthening Your Board Partnership: How to use your annual review to improve communication, clarify mutual expectations, and establish meaningful priorities for the year ahead.

Participants will also be introduced to practical tools and frameworks they can use to prepare for their next annual evaluation.

Who Should Attend?

This course is designed primarily for nonprofit CEOs and Executive Directors. It is also appropriate for aspiring executives, senior nonprofit leaders, and Board members who want to better understand the executive evaluation process and the practices that contribute to effective CEO-Board relationships.

Your annual review shouldn’t simply be an assessment of the year behind you. It should be an opportunity to strengthen your leadership and shape the year ahead.

Course Details

Date: Wednesday, November 18, 2026
Time: 12:00 PM to 2:00 PM Pacific | 3:00 PM to 5:00 PM Eastern
Facilitator: Chris Looney
Cost: FREE for Fulcrum Members | $50 for Non-Members
Location: Live via Zoom

Register Here:
https://fulcrumleader.com/event/ceo_reviews/

Presented by the Fulcrum Leadership Institute, advancing the knowledge, capabilities, and effectiveness of nonprofit leaders.