Free Leadership Effectiveness Survey Template | Excel with Auto-Scoring
This comprehensive leadership effectiveness survey template helps you assess leadership quality across 7 critical dimensions: vision clarity, communication, trust, inclusion, alignment, development, and change management. The Excel template includes 28 ready-to-use survey questions, automatic score calculations with color-coded dashboards (green/yellow/red), and an integrated action tracker to ensure accountability. Simply deploy the questions, enter response scores, and get instant insights with recommended actions and timelines—no setup required. Perfect for HR teams who need structured, data-driven leadership assessments that turn feedback into measurable improvement.
What's Included
This leadership effectiveness survey template provides everything you need to measure and improve leadership quality systematically. The Excel workbook contains five integrated sheets: an instructions guide, 28 professionally crafted survey questions organized by dimension, a data collection sheet with sample responses, an auto-calculating dashboard with color-coded status indicators, and a comprehensive action tracker for follow-up management.
Each of the 7 leadership dimensions—Vision & Strategic Direction, Communication Clarity, Trust & Integrity, Inclusion & Belonging, Alignment & Execution, Development & Growth, and Change Leadership—includes 4 targeted questions designed to surface specific leadership strengths and gaps. The template uses a standard 5-point Likert scale (1 = Strongly Disagree to 5 = Strongly Agree) for consistency and benchmarking.
Key Features
Automatic Score Calculations: Enter individual response scores and the dashboard instantly calculates dimension averages, overall leadership effectiveness scores, and displays color-coded status indicators. No manual math required.
Smart Action Triggers: The template applies research-backed thresholds (scores below 3.0 trigger red alerts; below 2.0 demand immediate action within 24 hours) and automatically displays recommended interventions, responsible owners, and response timelines for each dimension.
Built-In Best Practices: Every action recommendation follows proven HR protocols—from CEO-led strategy workshops for low vision scores to immediate manager 1:1s for trust breakdowns. The template embeds the same frameworks used by high-performing organizations to systematically develop leadership capability.
Professional Design: Featuring Sprad's signature branding and clean formatting, this template is presentation-ready for executive reviews. Conditional formatting highlights urgent issues at a glance, while data validation prevents input errors.
Action Tracker Integration: The dedicated follow-up sheet ensures accountability by documenting each issue, assigned owner, due date, status, and progress notes—transforming survey insights into tracked improvements.
How to Use This Template
Deploy the survey questions using your preferred platform (Google Forms, SurveyMonkey, or any survey tool), then enter individual response scores into the Data Collection sheet. The Dashboard automatically calculates dimension averages and flags issues using the traffic-light system: green (≥4.0) means leadership is functioning well, yellow (3.0-3.9) indicates room for improvement within 30 days, and red (<3.0) signals urgent risk requiring corrective action within 7 days. Use the Action Tracker to assign owners, set deadlines, and monitor progress on all follow-up interventions.
Why This Template Works
Research shows that organizations with structured leadership evaluation systems achieve measurably stronger outcomes than those relying on intuition alone. Yet only 23% of employees strongly trust their organization's top leaders according to Gallup data. This gap between leadership quality and employee trust costs companies talent, productivity, and engagement.
This template closes that gap by providing clear criteria, rapid response protocols, and accountability mechanisms. When you define red thresholds (such as trust scores below 2.0 triggering immediate manager conversations), assign explicit ownership, and communicate results transparently, you transform vague feedback into strategic leadership development. Companies that systematically assess leadership performance using structured data catch warning signs early—before they undermine morale or lead to costly turnover.
Who Should Use This
This template is designed for HR Business Partners, People Ops managers, and organizational development professionals in mid-sized companies and scale-ups who need actionable leadership data without investing weeks in survey design. It's equally valuable for executives who want to benchmark leadership quality across departments, team leads planning 360 reviews, and consultants supporting clients with leadership development initiatives.
Download this free template and start measuring leadership effectiveness today. Replace guesswork with data, turn feedback into action, and build the high-trust, high-clarity leadership culture your organization needs to retain top talent and drive results.
What's Included
This leadership effectiveness survey template provides everything you need to measure and improve leadership quality systematically. The Excel workbook contains five integrated sheets: an instructions guide, 28 professionally crafted survey questions organized by dimension, a data collection sheet with sample responses, an auto-calculating dashboard with color-coded status indicators, and a comprehensive action tracker for follow-up management.
Each of the 7 leadership dimensions—Vision & Strategic Direction, Communication Clarity, Trust & Integrity, Inclusion & Belonging, Alignment & Execution, Development & Growth, and Change Leadership—includes 4 targeted questions designed to surface specific leadership strengths and gaps. The template uses a standard 5-point Likert scale (1 = Strongly Disagree to 5 = Strongly Agree) for consistency and benchmarking.
Key Features
Automatic Score Calculations: Enter individual response scores and the dashboard instantly calculates dimension averages, overall leadership effectiveness scores, and displays color-coded status indicators. No manual math required.
Smart Action Triggers: The template applies research-backed thresholds (scores below 3.0 trigger red alerts; below 2.0 demand immediate action within 24 hours) and automatically displays recommended interventions, responsible owners, and response timelines for each dimension.
Built-In Best Practices: Every action recommendation follows proven HR protocols—from CEO-led strategy workshops for low vision scores to immediate manager 1:1s for trust breakdowns. The template embeds the same frameworks used by high-performing organizations to systematically develop leadership capability.
Professional Design: Featuring Sprad's signature branding and clean formatting, this template is presentation-ready for executive reviews. Conditional formatting highlights urgent issues at a glance, while data validation prevents input errors.
Action Tracker Integration: The dedicated follow-up sheet ensures accountability by documenting each issue, assigned owner, due date, status, and progress notes—transforming survey insights into tracked improvements.
How to Use This Template
Deploy the survey questions using your preferred platform (Google Forms, SurveyMonkey, or any survey tool), then enter individual response scores into the Data Collection sheet. The Dashboard automatically calculates dimension averages and flags issues using the traffic-light system: green (≥4.0) means leadership is functioning well, yellow (3.0-3.9) indicates room for improvement within 30 days, and red (<3.0) signals urgent risk requiring corrective action within 7 days. Use the Action Tracker to assign owners, set deadlines, and monitor progress on all follow-up interventions.
Why This Template Works
Research shows that organizations with structured leadership evaluation systems achieve measurably stronger outcomes than those relying on intuition alone. Yet only 23% of employees strongly trust their organization's top leaders according to Gallup data. This gap between leadership quality and employee trust costs companies talent, productivity, and engagement.
This template closes that gap by providing clear criteria, rapid response protocols, and accountability mechanisms. When you define red thresholds (such as trust scores below 2.0 triggering immediate manager conversations), assign explicit ownership, and communicate results transparently, you transform vague feedback into strategic leadership development. Companies that systematically assess leadership performance using structured data catch warning signs early—before they undermine morale or lead to costly turnover.
Who Should Use This
This template is designed for HR Business Partners, People Ops managers, and organizational development professionals in mid-sized companies and scale-ups who need actionable leadership data without investing weeks in survey design. It's equally valuable for executives who want to benchmark leadership quality across departments, team leads planning 360 reviews, and consultants supporting clients with leadership development initiatives.
Download this free template and start measuring leadership effectiveness today. Replace guesswork with data, turn feedback into action, and build the high-trust, high-clarity leadership culture your organization needs to retain top talent and drive results.
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