Sample Ceo Eval Form

Executive Director Performance Evaluation Evaluator Name: ______________________________________ Evaluation Period:______________________________ to __________________________________ Your survey results will remain confidential. The estimated time needed to complete this survey is 30 minutes. Thanks in advance for your help. General Responsibility of the Executive Director: To assume overall responsibility for the successful performance of all phases of your organization's operations, the fulfillment of all contractual obligations and the organization's mission, and the successful execution of all Board policies. Rating Scale: Exemplary = 5; Above Average = 4; Satisfactory = 3; Needs Improvement = 2; Unacceptable = 1.

RESPONSIBILITY

RATING

SECTION A: RELATIONS WITH BOARD OF DIRECTORS 1. Communicates necessary information in a timely and organized fashion.

1

2

3

Low 4 5

2. Establishes and maintains positive and effective working relationships with each member of the Board. 3. Conforms to Board policies and directives 4. Demonstrates an understanding of differences between the administrative role of Executive Director and the policy-making role of the Board

1

2

1

2

3

4

5

2

3

1

2

3

3

4

5

5. Makes periodic regular reports to the Board regarding all important aspects of your organization's functions and operations, highlighting both achievements and areas of concern.

High

1

4

5

4

5

Comments, Section A: _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________

TREC P.O. Box 13438 • 23824 Vashon Hwy SW • Burton, Washington 98013 • tel.206.463.7800 • fax.206.463.7801 • [email protected] [adapted from Technical Assistance for Community Services, 1903 SE Ankeny, Portland, OR 97214]

Executive Director Performance Evaluation Page 2

SECTION B: PERSONNEL ADMINISTRATION

Low

1. Establishes clear patterns of authority, responsibility, supervision and communication with management, program, clerical and business office staff, including weekly management and team meetings, general staff meetings, regular staff planning retreats, & regular individual supervision. 2. Develops and utilizes an effective set of personnel policies and procedures.

1 1

2

3

4

3. Develops and utilizes an effective system of performance appraisal for all staff. 4. Develops and utilizes a well-planned, fair and effective system for recruitment selection and maintenance of highly qualified staff.

2

5. Oversees and utilizes a fair process of progressive disciplinary action when warranted by employee actions. 6. Identifies and deals with personnel problems quickly and effectively.

1

2

2

3

4

5

2

3

4

5

4

5

4

5

4

5

5 1

1

High

3

4

5

1

2

3

3

4

5

Comments, Section B: _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________

SECTION C: LEADERSHIP AND RELATIONS WITH STAFF 1. Communicates necessary information in a timely and organized manner.

1

2

2. Establishes and maintains positive and effective working relationships with all management staff.

3

4

5

1

2

3

3. Models behaviors and attitudes which promote individual responsibility, programmatic and professional excellence and creative initiative.

1

2

3

4

5

4. Invites and responds to staff needs and feedback in a timely manner.

1

2

3

4

5

1

2

3

5. Delegates responsibility and authority when appropriate. 6. Demonstrates an ability to foresee problems and utilize preventative problem solving strategies.

1

2

3

4

5

7. Demonstrates sensitivity towards persons affected by administrative decisions.

1

2

3

4

5

Comments, Section C: _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ Provided by Richard Male & Associates 303.355.2919

Executive Director Performance Evaluation Page 3

SECTION D: PROGRAM SERVICES

Low

1. Encourages and ensures high levels of quality in staffing and program standards relevant to the needs of your organization.

1

2

3

2. Ensures accessibility of services to the your organization's constituencies.

1

2

3

4

5

3. Ensures ongoing program supervision and training for all program staff.

1

2

3

4

5

4. Maintains a system of quality program record-keeping and documentation of all activities. 5. Encourages and supports all staff in updating their skills and knowledge necessary to ensure the most appropriate and effective services possible.

1

1

2

6. Plans and implements new services and programs necessary to meet the most critical needs of our constituency.

3

4

5

1

2

3

High 4

5

2

3

4

5

4

5

Comments, Section D: _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________

SECTION E: RELATIONS WITH GOVERNMENTAL AUTHORITIES 1. Represents the needs of your organization and advocates for the needs of its constituencies to funding and regulatory bodies at the local, state, and federal levels. 2. Ensures that your organization, its staff, and its programs operate in compliance with all applicable local, state, and federal laws and regulations. 1

1 2

2

3

3

4

5

3. Engages in constructive political activities necessary to understand and impact positively the political forces affecting the organization and its constituents.

1

2

3

4

5

4. Develops, maintains, and fulfills written contracts with other organizations when required and/or appropriate.

1

2

3

4

5

4

Comments, Section E: _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________

Provided by Richard Male & Associates 303.355.2919

5

Executive Director Performance Evaluation Page 4

SECTION F: MEDIA, PUBLIC RELATIONS & NETWORKING Low 1. Effectively develops positive media relations.

1

2

3

3

4

5

3. Communicates effectively and regularly with others and interested citizens regarding issues affecting the constituency.

1

2

4. Advocates for the unmet needs of the constituency.

1

5. Takes active steps to educate the local public regarding issues relating to your organization's activities.

1

High 4

5

3

4

5

2

3

4

5

2

3

4

5

6. Encourages liaison activities by all staff with representatives of local government, other providers, community members, and members of the press, when appropriate.

1

2

3

4

5

7. Actively works to promote cooperative activities between your organization and others.

1

2

3

4

5

3

4

5

2. Effectively develops your organization's's profile with government.

1

2

8. Participates in community, state and federal professional organizations, boards, and societies.

1

2

Comments, Section F: _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________

SECTION G: FINANCIAL MANAGEMENT 1. Oversees development of annual organization budgets.

1

2

3

4

5

2. Plans for future revenue needs and resources to assure the continued operation of your organization's programs and works to increase income to expand and improve those programs.

1

2

3

4

5

3. Has been effective at grant writing and communicating with funders.

1

2

3

4

5

4. Makes regular reports to the Board regarding the financial condition and fiscal operations of your organization's.

1

2

3

4

5

1

2

3

5. Operates your organization's business in accordance with Generally Accepted Accounting Principles and procedures; takes actions to improve your organization's business practices based on annual recommendations from an independent auditor.

4

Comments, Section G: _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________

Provided by Richard Male & Associates 303.355.2919

5

Executive Director Performance Evaluation Page 5

SECTION H: PROPERTY/RESOURCE MANAGEMENT 1. Maintains in good repair the fixed assets and physical facilities used by your organization.

1

2

3

4

5

2. Ensures that sufficient facility space is available to appropriately house all your organization's staff and programs, and coordinates efforts to maximize the efficient use of available space.

1

2

3

4

5

3. Plans for the long-term future space needs of your organization.

1

2

3

4

5

Comments, Section H: _________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________

SECTION I: PLANNING

Low

1. Works with members to develop short and long-range action plans for all your organization's programs.

1

2

3

4

5

2. Oversees development of an annual implementation plan and quarterly updates to the plan as required by funders.

1

2

3

4

5

3. Oversees a long-range planning process for your organization.

1

2

3

4

5

4. Implements new programs and services growing out of the long-range planning process.

1

2

3

4

5

5. Meets regularly with members at program planning retreats.

1

2

3

4

5

High

Comments, Section I: _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________

Provided by Richard Male & Associates 303.355.2919

Executive Director Performance Evaluation Page 6

SECTION J: PROFESSIONAL ACTIVITIES 1. Utilizes expert consultation from appropriate consultation resources when needed to ensure the highest quality of your organization's programs and practices.

1

2

3

4

5

2. Maintains affiliation with professional associations relevant and beneficial to the successful operation of your organization.

1

2

3

4

5

3. Actively participates in organizations and activities with provincial-wide involvement and influence in promoting a higher level of services to the community.

1

2

3

4

5

Comments, Section J: _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ OVERALL: Do you recommend that the Executive Director's contract be extended?

____Yes

____No

If no, why not?

GOALS FOR THE COMING YEAR: 1. _______________________________________________________________________ 2. _______________________________________________________________________ 3. _______________________________________________________________________ 4. _______________________________________________________________________

JOB-RELATED STRENGTHS: 1. _______________________________________________________________________ 2. _______________________________________________________________________ 3. _______________________________________________________________________ 4. _______________________________________________________________________

Provided by Richard Male & Associates 303.355.2919

Executive Director Performance Evaluation Page 7 PLANS TO STRENGTHEN PERFORMANCE: 1. _______________________________________________________________________ 2. _______________________________________________________________________ 3. _______________________________________________________________________ 4. _______________________________________________________________________

SUMMARY: ______________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________

_________________________________________ Signature of Executive Director

________________________ Date

_________________________________________ Signature of Board Chair

________________________ Date

Provided by Richard Male & Associates 303.355.2919