Executive Director Performance Review

Prior to June 30 of each year, the President should distribute a performance review form to the two other members of the Executive Committee, giving a deadline date by which it should be returned to him/her. After receiving the completed performance review forms, the President should complete a final performance review document for the Executive Director based on the feedback received from the Executive Committee members. If necessary, the President should confer with the other members if there appear to be conflicting assessments of the Executive Director's performance. The President should send the Executive Committee members a copy of the final document for their review prior to presenting it to the Executive Director.

The President shall provide the Executive Director with a written copy of the performance evaluation, preferably prior to the end of the fiscal year (June 30). The President should encourage the Executive Director to make comments on the evaluation of he/she wishes and request that the Executive Director return a signed copy to the President for his/her files. If the performance review indicates that there are areas in which the Executive Director needs to improve his/her performance, the President is responsible for meeting with the Executive Director to discuss these developmental needs.

The Executive Committee shall base its decision whether or not to extend an offer of continued employment to the Executive Director on the results of the performance review. The employment agreement with the Executive Director shall govern the Association's employment relationship with the Executive Director.

MONTANA LIBRARY ASSOCIATION
Executive Director
PERFORMANCE REVIEW

 

NAME : ____________________ REVIEW PERIOD: FY 19___-___

 

By : ___________________________________________________________

 

Title: ___________________________________________________________

 

 

Summarize performance results during the appraisal period in each area of major responsibility. Discuss significant contributions as well as areas that need improvement.

 

 

Listed below are factors which contribute to an employee's effectiveness. Indicate which response category best describes the employee's performance for each factor using the following scale:

 

 

"Above Expectation": Indicates exceptional performance that consistently exceeds the requirements of the position. If this category is used, there must be written support with the specific comments and examples in the space provided or on an attached sheet.

 

 

 

"At Expectation": Indicates performance that consistently meets the requirements of the position. This category will be that normally used to describe performance of high quality which meets and occasionally exceeds the high standards.

 

 

 

"Below Expectation": Indicates performance that requires improvement for the person to reach optimum performance in the position. Performance in this category is below that which is normally expected of a person with this individual's level of experience in this position. If this category is used, it must be supported with specific examples and comments on how performance is to be improved.

 

 

"No Basis": Used when the evaluator is unable to form a judgment on the person's performance on this factor.

 

 

Please indicate the category you believe most accurately reflects the employee's performance.

 

ADMINISTRATIVE SERVICES

Providing administrative support for Association and Board activities.

 

 

______ Printing and distribution of mailings as directed by the President.

 

______ Printing and distribution of membership materials required by Divisions, committees, and interest groups.

 

______ Collaborating with the Secretary-Treasurer to record the minutes of Board and membership meetings and mailing them to the appropriate parties.

 

______ Responding to requests for administrative support from members in a timely and efficient manner.

 

______ Preparing and submitting business reports and other documents on behalf of the Association as directed by the President.

 

______ Updating and maintaining the Manual of Procedure and distributing it to incoming Board members.

 

______ Maintaining appropriate postal permits.

 

COMMENTS:

 

 

 

 

 

 

 

 

 

 

 

 

CONFERENCE SERVICES

Providing support for annual conferences of the Association.

 

 

______ Communicating with exhibitors and coordinating conference exhibits.

 

______ Communicating and collaborating with Conference Planning Committee Chair and Local Arrangements Chair(s).

 

______ Assisting local conference treasurer with financial activities associated with the annual conference.

 

______ Updating and maintaining a conference planning manual, incorporated into the Manual of Procedure, and distributing it to those involved in planning the annual conference.

 

COMMENTS:

 

 

 

 

 

 

 

 

 

 

 

 

 

FINANCIAL SERVICES

Acting as fiscal agent and maintaining financial records for the Association.

 

 

______ Maintaining bank accounts in fiscally responsible manner and keeping complete and accurate records of these accounts.

 

______ Adhering to established procedures of the Association in all financial transactions.

 

______ Making disbursements in a timely and accurate manner.

 

______ Collecting amounts owed the Association in a timely and accurate manner.

 

______ Correctly accounting for all financial transactions of the Association and keeping accurate and complete records of these transactions.

 

______ Collaborating with Secretary-Treasurer to provide accurate, complete, and easily understood financial reports to the Board of Directors and members of the Association.

 

______ Collaborating with the Budget Committee to prepare a fiscally responsible annual budget for the Association.

 

______ Assisting the President and the Budget Committee in monitoring the expenses of the Association.

 

______ Providing accurate and timely information to members who have questions about financial and budget matters.

 

______ Making arrangements for securing accounting services for the Association and for periodic audits of the Association's financial records.

 

______ Preparing and submitting tax reports and other financial documents on behalf of the Association.

 

COMMENTS:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MEMBERSHIP SERVICES

Maintaining membership records for the Association.

 

______ Keeping membership database accurate and current.

 

______ Striving to increase membership by actively sending renewal notices and making membership contacts.

 

______ Providing mailing labels in a timely and efficient manner.

 

______ Maintaining and providing useful membership statistics upon request.

 

COMMENTS:

 

 

 

 

 

 

 

 

 

 

SKILLS

 

Please rate the incumbents competency in the following skills or requirements for this position:

 

______ Organizational skills, including demonstrated attention to detail.

 

______ Ability to understand and analyze financial data.

 

______ Ability to take initiative and be a self-starter.

 

______ Ability to efficiently schedule time and activities.

 

______ Ability to maintain effectiveness in varying environments an with varying tasks, responsibilities, or people.

 

______ Oral and written communication skills.

 

______ Computer skills.

 

______ Flexibility to travel to meetings as required by Board of Directors.

 

 

Please summarize the employee's performance strengths and needs as they relate to job performance. Also describe any developmental actions that be taken during the coming year to improve performance.

 

 

 

 

 

 

 

 

 

 

________________________________________ ________________________

PRESIDENT'S SIGNATURE DATE

 

 

 

 

EMPLOYEE'S COMMENTS AND EXPECTATIONS:

 

 

 

 

 

 

 

 

 

 

 

 

 

________________________________________ ________________________

EMPLOYEE'S SIGNATURE DATE

---