Executive Director Annual Performance Review- Self Evaluation

Executive Director – SELF EVALUATION

Scale of 1 to 5 is used to rate each element:
5 = greatly exceeds expectations.
3 = meets expectations.
1 = does not meet expectations in this area at all.
0 = not observed or unknown.

Section 1- VISION / MISSION / STRATEGY

The Chief Executive is charged with working with the board to set vision and strategy for the organization.
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Section 2- STAFF MANAGEMENT/OPERATIONS

As board members, you have limited interaction with many staff and solid interaction with key staff leaders (Development, Finance, for example). Please answer these questions to the best of your ability.
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Section 3- PROGRAM MANAGEMENT

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Section 4- FUNDRAISING AND RESOURCE DEVELOPMENT

Here the board is evaluating both the staff’s ability to drive resources to the organization as well as to provide support to the board in the fulfillment of its own fundraising responsibilities.
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Section 5- FISCAL MANAGEMENT/STEWARDSHIP

Here the board is evaluating both the staff’s ability to manage the finances to the organization as well as the staff’s partnership with the board in the fulfillment of its own responsibilities around fiscal management.
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Section 6- THE E.D. / BOARD RELATIONSHIP

Nonprofit organizations thrive in a shared leadership model, when board and staff work together in a partnership. Here you are evaluating the E.D.’s relationship with the board and how well the board and E.D. work together to lead the organization.
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Section 7- EXTERNAL VISIBILITY / COMMUNITY LEADERSHIP

The E.D. is the public face of the organization. A key responsibility is to be an effective ambassador, to lead in an array of visibility opportunities within the movements and to be held in high regard by professional colleagues.
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Section 8- Discussion Questions