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1. Purpose and Scope: Outlines the objectives of the evaluation process and its application to the Executive Director position
2. Evaluation Timeline and Frequency: Specifies when and how often evaluations will be conducted, including regular reviews and special assessments
3. Roles and Responsibilities: Defines who is involved in the evaluation process (e.g., Board members, HR, external consultants) and their specific duties
4. Core Performance Areas: Lists and describes the main areas of performance assessment (e.g., leadership, strategic planning, financial management, stakeholder relations)
5. Evaluation Methodology: Details the methods and tools used for assessment, including rating scales and evaluation criteria
6. Data Collection Process: Describes how performance information will be gathered, including feedback mechanisms and documentation requirements
7. Review Meeting Procedures: Outlines the structure and conduct of evaluation review meetings
8. Documentation and Confidentiality: Specifies how evaluation results will be documented and protected in accordance with privacy laws
9. Follow-up and Action Planning: Describes the process for developing and implementing performance improvement plans based on evaluation results
1. 360-Degree Feedback Process: Detailed procedure for gathering feedback from multiple stakeholders, used when the organization implements comprehensive feedback systems
2. External Evaluation Components: Procedures for incorporating third-party evaluators or consultants, used when external expertise is required
3. Crisis or Special Circumstances Assessment: Modified evaluation procedures during unusual circumstances or organizational challenges
4. Board-Executive Director Relationship Assessment: Specific evaluation of the working relationship between the Board and Executive Director, useful for organizations with active boards
5. Compensation Review Integration: Links between evaluation results and compensation decisions, used when performance directly affects pay
6. Succession Planning Integration: How evaluation results feed into succession planning, important for long-term organizational stability
1. Schedule A: Performance Evaluation Form: Detailed evaluation form with rating scales and criteria for each performance area
2. Schedule B: Core Competency Framework: Detailed descriptions of required competencies and their assessment criteria
3. Schedule C: Strategic Goals Assessment Template: Template for evaluating progress on organizational strategic objectives
4. Schedule D: Stakeholder Feedback Forms: Templates for gathering feedback from various stakeholder groups
5. Schedule E: Self-Assessment Form: Template for Executive Director's self-evaluation
6. Appendix 1: Rating Scale Definitions: Detailed explanations of rating scales used in evaluation forms
7. Appendix 2: Performance Metrics Guide: Guidelines for measuring and evaluating specific performance indicators
8. Appendix 3: Development Planning Template: Template for creating professional development and improvement plans
Non-Profit Organizations
Healthcare
Education
Social Services
Arts and Culture
Professional Associations
Charitable Organizations
Public Sector
Crown Corporations
Financial Services
Technology
Manufacturing
Environmental Organizations
Research Institutions
Human Resources
Legal
Board of Directors
Executive Leadership
Governance
Corporate Affairs
Organizational Development
Performance Management
Administration
Executive Director
Chief Executive Officer
Managing Director
Board Chair
Board Member
Human Resources Director
Governance Officer
Corporate Secretary
Legal Counsel
Chief Operating Officer
Performance Management Specialist
Organizational Development Manager
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