Name: _______________________________________
Evaluation Period: __________________________
I. Management and Leadership Practices (20–40%) ______
Rate Category I: 1= Exceptional; 2= Exceeds Expectations; 3= Meets Expectations; 4=Below Expectations.
A. Elected Body Relationships
- Does not surprise board; all board members are informed of organization activities, progress, and problems on a regular basis.
- Is receptive to board member ideas and suggestions
- Makes sound recommendations for board action
- Effectively implements policy decisions of the board
- Facilitates the decision-making process for the board
- Follows up on all problems and issues brought to his or her attention
- Is nonpartisan; does not show favoritism
- Accepts responsibility
B. Organizational
- Leads a smooth-running and continuously improving organization
- Proposes organizational goals and objectives prior to each fiscal year
- Anticipates and plans well in advance
- Is progressive in attitude and action
- Follows through on set plans and deadlines
- Emphasizes development and enhancement of the skills of all employees
- Hires and retains competent staff members who know what is expected of them
- Delegates effectively
- Encourages high staff productivity and demands accountability
C. Community Relations
- Is appropriately visible and active within the community
- Understands and is knowledgeable about the needs of the community
- Encourages and honestly considers community input
- Requests feedback from the community on the performance of the organization
- Provides programs and services that are up to community standards and expectations
D. Fiscal Performance
- Prepares and presents a long-range financial plan, which is updated as circumstances dictate
- Presents balanced annual budgets with programs and service levels clearly identified
- Recognizes and manages the budget within fiscal constraints
- Displays common sense and good judgment in business transactions
- Seeks all available funding sources
- Provides accurate and complete financial reports in a timely manner
E. Intergovernmental, Agency, Association Relationships
- Participates in professional management and leadership organizations
- Effectively collaborates, coordinates, and communicates with other communities, regional associations, and similar organizations
F. Communication
- Responds to all requests for information in a timely and thorough manner
- Speaks and writes clearly
- Responds to correspondence, phone calls, and requests for information in a timely and thorough manner
- Provides all necessary and required reports and records
- Ensures that information of general interest is current and timely, that website is up-to-date, and that available technology is used effectively
- Provides details about specific projects to those affected in a timely manner
G. Personal
- Is ethical, honest, and of high integrity
- Projects professional demeanor and respect in all interactions
- Is cordial and approachable
Explain and support your rating—whether 1, 2, 3, or 4—and support it with specific examples
II. Goal/Target Achievement (60–80%) ____
Rate Category II: 1= Exceptional; 2= Exceeds Expectations; 3= Meets Expectations; 4=Below Expectations.
(Place the letter or number of each goal/target for the year on the appropriate line below).
___Achieved
___Partially achieved
___Not achieved
Comments:
III. Suggested Goals/Targets for Upcoming Year
A.
B.
C.
IV. What should the manager start doing, stop doing, and continue doing?
Overall Evaluation:___________
Board Member Name__________________ Date______________
Questions to answer when doing your appraisal
- What impressed you the most favorably about ______________’s performance this past year?
- In what areas has ______________ shown exceptional performance?
- What's your major area(s) of concern regarding ______________’s performance this past year?
- What specific recommendations/expectations do you have for ______________ to improve performance?
- What should be ______________’s top three goals/targets for the next year?
