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DBHA Executive Director Performance Review Board of Commissioner’s Executive Director Performance ReviewEmployee Name: Nadine JarmonTitle: Executive DirectorHire Date: May 14, 2012Evaluation Period: May 2018 - May 2019Evaluator’s Name/Signature: Instructions to the respondent: The response form is grouped into sections corresponding with major responsibilities of the executive director. Each section includes several statements relating to particular performance objectives for the executive director in that area. For each of the statements, please respond as follows:4 = Exceeds major requirements of this area of responsibility3 = Achieves major requirements of this area of responsibility2 = Needs to improve in this area of responsibility1 = Fails to meet major requirements of this area of responsibilityEach section also contains an area for comments regarding strengths the executive director exhibits and opportunities for improvement in his or her performance in that particular area of responsibility. We encourage your responses.Financial Management Because the person in this role directly influences the organization’s success and financial health, it is incumbent on the board of commissioners to set standards and objectively and fairly evaluate the performance of its executive director against these standards. 4 = Exceeds major requirements of this area of responsibility3 = Achieves major requirements of this area of responsibility2 = Needs to improve in this area of responsibility1 = Fails to meet major requirements of this area of responsibilityPointsEvaluation Factors (maximum points 24)Assures adequate control and accounting of all funds, including developing and maintaining sound financial practices.Executes legal documents appropriatelySees that programs and activities are developed, executed, modified and dismantled to maximize mission impact.Works with the staff, finance committee and the board to prepare budgets, monitor progress, and initiate changes (to operations and/ or to budgets) as appropriate.Sees that official records and documents are retained; sees to compliance with federal state and local regulations.Develops realistic, ambitious plans for acquiring fundsTOTAL POINTSComments_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ Administration Management The executive director selects and cultivates qualified senior staff, models effective behaviors and skills, and builds morale among staff and volunteers. The executive director delegates tasks and responsibilities effectively. Clear and attainable performance standards are established for staff members. Annual performance reviews are conducted with staff members. 4 = Exceeds major requirements of this area of responsibility3 = Achieves major requirements of this area of responsibility2 = Needs to improve in this area of responsibility1 = Fails to meet major requirements of this area of responsibilityPointsEvaluation Factors (maximum points 28)Divides and assigns work effectively, delegating appropriate levels of freedom and authorityEstablishes and makes use of an effective management teamEnsures that job descriptions are developed, and that regular performance evaluations are held and documentedEnsures compliance with personnel policies and state and federal regulations on workplaces and employmentEnsures that employees are licensed and credentialed as required, and that appropriate background checks are conducted.Encourages staff development and education, and assists program staff in relating their specialized work to the total program of the organization.Maintains a climate which attracts, keeps, and motivates a diverse staff of top quality peopleTOTAL POINTSComments_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________Strategy & PlanningThe executive director has worked with the board to develop a clear vision for the organization and understands his or her own leadership role. The executive director has organized the development of a written Annual Plan.The executive director organized the strategic planning process as a collaborative effort involving, staff, community partners and potential investors. Up-to-date development plans exist for each of the organization’s site. What are the major strengths of the executive director in this area? What can the executive director do better in this area?4 = Exceeds major requirements of this area of responsibility3 = Achieves major requirements of this area of responsibility2 = Needs to improve in this area of responsibility1 = Fails to meet major requirements of this area of responsibilityPointsEvaluation Factors (maximum points 16)Serves as an effective spokesperson for the agency; represents the programs and point of view of the organization to agencies, organizations, and the general public.Establishes sound working relationships and cooperative arrangements with staff, industry, leaders, investors, politicians and partners.Ensures that the agency has a long-range strategy which achieves its mission, and toward which it makes consistent and timely progress factors influencing it.Demonstrates quality of analysis and judgment in program planning, implementation, and evaluationTOTAL POINTSComments______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ Board of CommissionersThe performance of a quasi-governmental executive director is critical to the organization fulfilling its mission. Although it is time consuming and may be personally challenging for some board members, establishing a strong evaluation process will ultimately save the board time and enhance the capacity of the organization’s staff leadership.4 = Exceeds major requirements of this area of responsibility3 = Achieves major requirements of this area of responsibility2 = Needs to improve in this area of responsibility1 = Fails to meet major requirements of this area of responsibilityPointsEvaluation Factors (maximum points 24)Works with the board and management staff to develop strategies for achieving mission goals and financial viability. Judiciously follows up with board of commissioners inquires, appeals and request.Demonstrates quality of analysis and judgement related to progress and opportunities, and need for changes.Establishes ambitious goals for excellence and impact and initiates, maintains, and adapts programs with excellence and impact.Provides leadership in developing program and organizational plans with the Board of Commissioners and staff.Sees that the board is kept informed on the condition of the organization and all important.Works effectively with the board as a wholeTOTAL POINTSComments______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ Community LeadershipIt's important to clearly understand your board's role in terms of community leadership and communication. Ensures a climate of open communications at board meeting. Follows a collaborative approach in working with the board.. Recommends additional policies or policy revisions. Presents budget recommendations needed to support collaborative efforts and initiatives and keeps abreast of other state and national issues. 4 = Exceeds major requirements of this area of responsibility3 = Achieves major requirements of this area of responsibility2 = Needs to improve in this area of responsibility1 = Fails to meet major requirements of this area of responsibilityPointsCommunity Leadership (8 points)Serves as an effective spokesperson. Represent the organization well to its constituencies, government agencies, grassroots, contractors, vendor and other supportive services agencies.Established and makes use of working relationship with organizations and fellow executive director.TOTAL POINTSComments______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ Overall Performance Rating90-100 = Exceeds major requirements of this area of responsibility89-80 = Achieves major requirements of this area of responsibility79-70 = Needs to improve in this area of responsibility>69 = Fails to meet major requirements of this area of responsibilityScoreArea of ObservationFinancial Management (maximum points 24) Administration Management (maximum points 28)Strategy & Planning (maximum points 16)Board of Commissioners (maximum points 24)Community Leadership (maximum points 8)Total Points (FM 24+AM 28+SP 6+BOC 24+CL 8 =100 points)Additional Comments ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ ................
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