Chief Executive Officer Appraisal

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A chief executive sets the direction of a trust and carries the weight of its performance. But leading at the top can be isolating. There are few people who can give a CEO honest, informed feedback. An appraisal gives the CEO and the board a clear, fair view of how the role is being carried out, what is going well, and where support or development would help.

Below, we explain what a CEO appraisal involves, and how it helps you strengthen leadership across your trust.

What Is a CEO Appraisal?

It’s a structured, independent review of the chief executive’s performance against agreed objectives. We look at the CEO’s impact on outcomes, culture, finance, and strategy. We use clear evidence to see what the CEO does well, where progress has been made, and where development would help.

It gives the board a fair, honest picture of leadership, free from internal bias. The CEO gets clear feedback and a plan to build on, and trustees get the assurance they need.

Who Is a CEO Appraisal For?

It’s designed for multi-academy trusts, single-academy trusts, and federations. Chairs of trustees, boards, and CEOs use an appraisal to meet governance duties, support the executive leader, and show they take performance and accountability seriously.

Many trusts ask for one as part of an annual cycle, after a change in leadership, following growth, or when the board wants an independent view.

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What Does a CEO Appraisal Include?

We cover every key part of the role. You can choose a full appraisal or focus on specific areas. Our most common areas include:

  • Progress against agreed objectives and targets
  • Impact on pupil outcomes across the trust
  • Financial management and value for money
  • Strategic leadership and trust growth
  • Quality of relationships with the board and staff
  • Leadership of school improvement and standards
  • Culture, values, and staff wellbeing
  • Risk management, safeguarding, and compliance
  • Communication with stakeholders and partners

How a CEO Appraisal Helps Your School, Academy, Trust, or Alternative Provision

1

Give the CEO honest, useful feedback

Leaders at the top rarely get straight feedback. An appraisal gives the CEO a clear, independent view of their work. This helps them see what’s working, what to change, and where to focus next.

2

Meet your governance duties

Boards must hold the executive leader to account. A structured appraisal shows you take this seriously. It gives you a fair, evidence-based process you can stand behind.

3

Set clear objectives

Good appraisal starts with clear aims. We help you agree objectives that are fair, measurable, and tied to your trust’s priorities. This gives the CEO a clear focus for the year ahead.

4

Support the CEO’s development

Even strong leaders keep learning. An appraisal shows where coaching, training, or support would help. It gives the CEO a plan to grow and lead with more confidence.

5

Strengthen the board’s relationship with the CEO

A fair, open process builds trust. It creates honest conversation between the board and the CEO. This makes the working relationship stronger and more effective.

6

Support better decisions

You get clear facts, not guesswork. Trustees can plan pay, development, and succession based on evidence. This makes your decisions fairer and easier to defend.

7

Show accountability to stakeholders

Parents, staff, and funders expect strong oversight. A robust appraisal shows the trust is well led and well governed. It builds confidence in your leadership.

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How Our Appraisals Work

Every appraisal follows a simple, clear process:

  • We agree exactly what to cover and against which objectives.
  • Our experienced team reviews performance data, records, and key documents.
  • We speak to the CEO, the chair, and trustees to understand performance in the round.
  • We gather the views of staff and leaders where it helps and where agreed.
  • We gather facts and evidence only, no assumptions or bias, then produce a concise, easy-to-read report with findings and clear next steps.
  • We work efficiently and focus only on what matters. Our independent view gives you a clear and accurate picture of leadership.

What You Get at the End

You receive a high-quality written report. It includes:

  • What the CEO does well and where leadership is strong
  • Exact areas where the CEO can improve or develop
  • Practical, realistic recommendations you can use straight away
  • Clear evidence you can show trustees, members, or funders
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Key Features of Our Service

Objective, evidence-informed evaluation

Every finding is based on facts. You get clear assurance and clear priorities.

Flexible appraisal models

Pick what you need: full appraisal, targeted, or focused on a single area. We adapt to you.

Clear, professional reporting

Reports are simple to understand. They help you improve and prove your standards.

Why Choose Jarvis Education?

We work only with education settings. We know the demands of executive leadership, the pressures boards face, and what good governance looks like. Our independent view helps you support your CEO and keep every decision focused on children.

Want to know how a CEO appraisal could help your trust? Just get in touch.

Next Steps & How to Get Started

  • Speak to one of our experts. We’ll explain how we work, answer your questions, and help you choose the right appraisal for your trust.
  • We book dates well in advance. Once you’re happy, we confirm everything in writing and start planning.
  • Contact us today to discuss how we can support your school, academy, trust, and alternative provision.
  • We’re ready to help and support you.

Who We Work With

We support settings of every type across England and internationally.

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