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🏢 Business & Strategy

Free Executive Team Effectiveness Assessment Template

Your executive team privately scores strategy setting, collaboration, accountability, role clarity and external focus, with an AI gap report.

~10 min
5 weighted dimensions
AI PDF Report
AI Consultant
Live Preview

Quick answer

Your executive team privately scores strategy setting, collaboration, accountability, role clarity and external focus, with an AI gap report.

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About this template

The executive team is the organization's infrastructure; when it's slow, everything below inherits the latency. This assessment has each top-team member privately score five effectiveness dimensions — strategy setting, collaboration, accountability, role clarity, external orientation — and the AI report maps agreement patterns into the specific dysfunctions to address. Confidential aggregation keeps candor safe; results stay with the team.

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Template at a Glance

TemplateExecutive Team Effectiveness Assessment
CategoryBusiness & Strategy
FormatWeighted 1–5 assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) per response, plus the raw answers
Best forCEOs · Executive teams · Leadership coaches
CostFree to copy and customize on FormLM
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What This Assessment Measures

Five dimensions, scored 1–5 and weighted into one result.

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Live Preview

Sample form and AI report preview — fill it in to see live scoring and the report.

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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Scan the QR on the report to start an AI consultant chat.
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What's Included

Everything you need to run this template.

1

Five weighted dimensions

Strategy setting, Cross-functional collaboration, Execution accountability, Role clarity, External orientation — each scored 1–5.

2

Weighted composite score

A defensible overall view that keeps dimensions separate.

3

Personalized AI PDF report

The weakest dimension, what it caps, and a prioritized fix list.

4

QR into an AI consultant chat

Every report links a chat trained on this topic for follow-ups.

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How It Works

From copy to deliverable in four steps.

1

Use This Template

Copy the assessment, scoring and report settings into your FormLM workspace — free.

2

Customize

Adjust dimensions and weights to match how your business runs.

3

Share and collect

Send the link or QR; each response is scored automatically.

4

Review and act

Open the personalized AI PDF report and share it with stakeholders.

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Who Is This For

Pick your role — see how it fits your workflow.

1

CEOs

Their team as infrastructure.

2

Executive teams

A confidential quarterly pulse.

3

Leadership coaches

Session material with data.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. This team actually decides, not just discusses (1–5)
  2. Peers collaborate across functions on shared problems (1–5)
  3. Commitments between execs are tracked honestly (1–5)
  4. Ownership of every major area is undisputed (1–5)
  5. We spend real airtime on customers and market (1–5)
  6. Which meeting should have been an email — and which never happened? (open)
  7. What decision keeps reopening here? (open)
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Frequently Asked Questions

Who answers this assessment?
Only the executive team members themselves, privately; individual responses are never attributed in the aggregate report.
How is confidentiality handled?
Results aggregate at team level with spread indicators, so honest answers cannot be traced back — a precondition for useful data.
What are the five dimensions?
Strategy setting, cross-functional collaboration, execution accountability, role clarity and external orientation — the mechanics of top-team effectiveness.
What does the AI report produce?
Dimension scores with disagreement hotspots, the implied dysfunction pattern, and two or three behavioral fixes for the next quarter.
How often should the top team run it?
Per half-year, plus after any significant team composition change.
Is it free to use?
Yes. Click Use This Template to copy the form, scoring and report configuration into your FormLM workspace for free, then customize and share it.

Run the Executive Team Effectiveness Assessment this quarter

A 5-dimension scored check with a personalized AI report — free to copy and customize.