This assessment form provides an opportunity for the President to self-evaluate their performance in the following categories: (A) Organizational Leadership: Vision, Mission, and Strategies; (B) Management: Operational, Programmatic, Community Relations; (C) Fiscal Management & Fundraising; and (D) Board and Staff Relations.

The areas of performance should be rated with this scale:

5 – Outstanding
Far exceeds performance expectations on a consistent and uniform basis. Work is of exceptional quality in all essential areas of responsibility. In addition, makes an exceptional or unique contribution in achievement of objectives.

4 – Exceeding Expectations
Always achieves performance expectations and frequently exceeds them. Demonstrates performance of a very high level of quality in all areas of responsibility.

3 – Meeting Expectations
Consistently fulfills performance expectations and periodically may exceed them. Work is of high quality in all significant areas of responsibility.

2 – Below Expectations
Fails to meet expectations in one or two of the significant/ essential domains of responsibility and improvement is needed in these areas.

1 – Fails to Meet Expectations
Performance that needs improvement or is otherwise unacceptable  and shall result in a performance improvement plan and/or a corrective action.

N/A = Not sure/unable to rate
(based upon lack of knowledge or relevant information)

Evaluator Name

A.  Organizational Leadership: Vision, Mission, and Strategies

Please provide an overall rating for the President’s performance based on the following capabilities:
1.)   Possesses a good grasp of the organization core mission and exhibits the ability to develop, with the Board, a clear vision for the future.
2.)   Exhibits willingness to learn and pursue best and new practices (e.g., via conversations and outreach to Board members, stakeholders, and coalition allies).
3.)   Effectively communicates the organization’s vision internally and externally, serves as an effective ambassador and spokesperson, and projects an image that reflects positively on the organization., and coalition allies).
4.)   Exhibits “executive” skills (self-directed, adaptive, and results oriented) and credibility in judgment and decision-making
(What do you perceive as major strengths of the President in these areas? How might the President’s performance be stronger in these areas?)

B.  Management: Operational, Programmatic, Community Relations

Please provide an overall rating for the President’s performance based on the following capabilities:
1.)   Executes – and/or ensures staff execution – with reliability, high standards and within resource constraints.
2.)   Ensures that the organization pursues initiatives consistent with mission, a strategic impact lens, and within the operational and budget constraints of the organization as arises.
(What do you perceive as major strengths of the President in these areas? How might the President’s performance be stronger in these areas?)

C.  Fiscal Management and Fundraising

Please provide an overall rating for the President’s performance based on the following capabilities:
1.)   Executes – and/or ensures staff execution – with reliability, high standards and within resource constraints.
2.)   Ensures that the organization pursues initiatives consistent with mission, a strategic impact lens, and within the operational and budget constraints of the organization as arises.
3.)   Establishes sound working relationships and cooperative arrangements with relevant partners, vendors, and other community groups.
4.)   Establishes sound working relationships and cooperative arrangements with relevant partners, vendors, and other community groups.
5.)   Establishes sound working relationships and cooperative arrangements with relevant partners, vendors, and other community groups.
(What do you perceive as major strengths of the President in these areas? How might the President’s performance be stronger in these areas?)

D.  Board and Staff Relations

Please provide an overall rating for the President’s performance based on the following capabilities:
1.)   Demonstrates understanding of and supports adherence to role (management) and the role of the Board (governance) with respect to leading the organization.
2.)   Effectively implements policy as determined by the Board.
3.)   Works well with Board officers and the Board as a whole, including ensuring that Board members are kept informed in a timely way on the condition of the organization and important factors, issues, or challenges influencing it and considers and addresses feedback from the Board in a timely and productive manner.
4.)   Establishes and leads an effective management team.
5.)   Recruits and retains a high performing staff, within the confines of budget and context.
6.)   Leads staff in maintaining a climate of excellence, accountability, integrity, and respect.
(What do you perceive as major strengths of the President in these areas? How might the President’s performance be stronger in these areas?)

Overall (not rated)

Please provide an overall rating for the President’s performance based on the following capabilities: