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1. Purpose and Scope: Outlines the objectives of the performance evaluation process and its application
2. Evaluation Period: Specifies the timeframe covered by the evaluation and frequency of assessments
3. Performance Areas: Core areas of evaluation including leadership, organizational management, financial oversight, stakeholder relations, and program effectiveness
4. Evaluation Methodology: Details the process, scoring system, and methods used for gathering performance data
5. Performance Metrics: Specific measurable indicators and targets for each performance area
6. Feedback Process: Describes how feedback will be collected, documented, and communicated
7. Review Meeting Procedures: Guidelines for conducting the performance review meeting and documentation requirements
8. Performance Improvement Planning: Process for addressing performance gaps and development opportunities
9. Documentation and Confidentiality: Requirements for maintaining evaluation records and ensuring privacy
1. 360-Degree Feedback Component: Additional feedback collection from staff, board members, and key stakeholders - recommended for larger organizations
2. Compensation Review Process: Links between performance evaluation and compensation decisions - include if organization ties performance to remuneration
3. Strategic Goals Alignment: Specific section linking performance to organizational strategic plan - useful for organizations with formal strategic planning
4. Crisis Management Assessment: Evaluation of leadership during crisis situations - relevant for organizations requiring specific crisis management capabilities
5. External Benchmarking: Comparison with sector standards and similar organizations - useful for larger organizations or those seeking industry positioning
1. Schedule A: Performance Metrics Framework: Detailed breakdown of all performance indicators, measurement methods, and targets
2. Schedule B: Evaluation Forms and Ƶ: Standard forms for collecting feedback and documenting evaluation results
3. Schedule C: Rating Scale Guidelines: Detailed descriptions of rating scales and scoring criteria
4. Schedule D: Development Planning Template: Template for creating professional development and improvement plans
5. Appendix 1: Board Policy on Executive Evaluation: Reference to relevant board policies governing executive evaluation
6. Appendix 2: Stakeholder Feedback Forms: Ƶ for collecting feedback from various stakeholder groups
7. Appendix 3: Best Practice Guidelines: Reference guidelines for nonprofit executive evaluation based on sector standards
Healthcare and Medical Services
Education and Research
Social Services
Environmental Conservation
Arts and Culture
Community Development
Animal Welfare
Religious Organizations
International Aid and Development
Youth Services
Disability Services
Indigenous Services
Mental Health Services
Board of Directors
Human Resources
Legal
Compliance
Governance
Executive Leadership
Administration
Performance Management
Executive Director
CEO
Board Chair
Board Member
HR Director
Compliance Officer
Chief Operating Officer
Board Secretary
Governance Manager
Performance Management Specialist
Nonprofit Administrator
Legal Counsel
Company Secretary
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