Offer Evaluation Worksheet

Evaluate a leadership offer clearly and completely, across compensation, role scope, flexibility, and terms, so you know what you have, what is at market, what has room, and what your actual decision is.

How It Works

The Offer

2 dropdowns and 9 fields to fill in.

Role and Scope

2 dropdowns and 1 field to fill in.

Your Decision

1 dropdown and 6 fields to fill in.

The Offer

Organization

Role

Base salary offered

Your market target for base

Base assessment

Annual incentive (target %)

Year-1 guarantee?

Sign-on offered

Equity / long-term incentive (if any)

Proposed start date

What you are leaving behind (unvested equity, deferred comp, earned bonus, accrued PTO)

Role and Scope

Does the role scope match what was described throughout the process? Your overall assessment of the role, is this the right next move for your career, beyond the compensation? Open questions or concerns about the role that were not fully resolved in the process

Your Decision

What are you most likely to negotiate, and what is your rationale for each ask? Your walk-away point, the minimum terms that would make this role the right move financially If the offer stands as-is, what is your decision?

Your Offer Evaluation

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Offer Evaluation Worksheet

How It Works

The Offer

Role and Scope

Your Decision

The Offer

Role and Scope

Your Decision

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