Performance Evaluation Form printable pdf download

Performance Evaluation Form

XECUTIVE

IRECTOR

ERFORMANCE

VALUATION

ORM

OARD

OVERNANCE

OLICY

Employee Name:

Evaluation Date:

This evaluation is for the period beginning

and ending

Each Trustee is to give some thought to the Executive Director’s performance. For each of the evaluation

categories, bullet points have been provided to assist you with the evaluation. Optional: Please review the

self-assessment prepared by the Executive Director that addresses each of the categories below.

Prior to the ___________ meeting, please make note of your observations using this form and bring it with you

to the meeting. You do not need to give ratings prior to the meeting. At the meeting, the Board will reach a

consensus on the ratings and comments for each category in order to “speak in one voice.” The facilitator will

lead the meeting and take notes. The Chair and Vice Chair will communicate the results to the Executive

Director promptly after the closed session.

Leadership:

Rating ________________

5 - Outstanding, 4 - Above Average, 3 - Satisfactory, 2 - Needs Improvement, 1 - Unacceptable

Inspires confidence, establishes credibility with Board, staff, active members, retirees, and others

Maintains a "big picture" outlook and is aware of industry issues

Exhibits diligence in leading the organization

Forecasts trends, responds to change, and invites innovation

Solicits and acts upon ideas of others when appropriate

Provides direction and support to the Board regarding its fiduciary obligations and governance role

Demonstrates excellence in carrying out job responsibilities and accomplishing goals

Engages in learning and growth activities to improve job performance

Participates in relevant and worthwhile professional organizations

General Comments or Examples:

Effective April 30, 2009

Performance Evaluation Form