Executive Directors Evaluation - Southern Medical Association

Executive Directors Annual Evaluation. Please use the 5-Start rating scale below for each section STAR Rating Scale:

Significantly below standard. Unsatisfactory performance, seriously fails to meet standards, cannot perform without direction.
Below standard--inconsistent performance, Rarely exceeds standards, requires supervision.
Standard--satisfactory performance, consistently meets/rarely exceeds standards, requires assistance when major problems occur.
Above standard--above average performance, usually exceeds established standards, does not require direction, can anticipate and deal with problems independently.
Significantly above standard--exceptional performance, exceeds established standards, in full command of all aspects of the position.

Relations with Board of Directors/Governance

Communicates necessary information openly and honestly in a timely and organized fashion.(Required)

Establishes and maintains positive and effective working relationships with each member of the committees and the Board.(Required)

Conforms to Board policies and directives.(Required)

Synthesizes information and frames issues and questions in a manner for the Board to make appropriate decisions.(Required)

Makes periodic reports to the Board regarding all important aspects of the organization’s functions and operations, highlighting both achievements and areas of concern.(Required)

Strategic Planning

Oversees the strategic planning process.(Required)

Oversees development of annual action plans for Board approval.(Required)

Implements new programs and services growing out of the strategic plan.(Required)

Program Development and Management

Develops, implements and supervises programs and services that are consistent with the organization’s mission and strategic plan.(Required)

Develops, implements and supervises programs and services that meet the needs of the organization’s constituents and the community.(Required)

Ensures accessibility of services to the organization's constituencies.(Required)

Ensures ongoing program supervision and training for all program staff.(Required)

Maintains a system of quality program record-keeping and documentation of all activities.(Required)

Encourages and supports all staff in updating their skills and knowledge necessary to ensure the most appropriate and effective services possible.(Required)

Financial Management

Oversees development of the annual organizational budget in conjunction with the Board.(Required)

Oversees the preparation of regular reports to the Board regarding the financial condition and fiscal operation of the organization.(Required)

Oversees the development and management of the organization’s funds and financial strategies in conjunction with the Board.(Required)

Ensures adequate financial oversight in filing IRS 990's and the annual audit.(Required)

Ensures that the organization's business is operated in accordance with Generally Accepted Accounting Principles and procedures.(Required)

Takes actions to improve the organization's business practices based on annual recommendations from an independent auditor.(Required)

Fund Development

Oversees the development and management of all fundraising strategies as agreed upon by the Board.(Required)

Oversees development and execution of a long range fundraising and resource development plan.(Required)

Oversees development of and monitors an annual fund development plan.(Required)

Oversees grant writing, insuring requests are prepared in the quantity and quality required and that they are submitted on a timely basis(Required)

Meets and otherwise communicates with funders as needed.(Required)

Community Relations

Maintains affiliation with professional associations relevant and beneficial to the successful operation of the association.(Required)

Serves as the chief spokesperson for the organization.(Required)

Leads the communications effort with the organization's many constituencies.(Required)

Ensures the Association is marketed and positioned properly to help it achieve its mission.(Required)

Conduct of Business

Ensures that the organization conducts all business at the highest standard of integrity and ethics.(Required)

Ensures that the organization, its staff and its programs operate in compliance with all applicable local, state, and federal laws and regulations.(Required)

Develops, maintains, and fulfills contracts with other organizations when required and/or appropriate.(Required)

Executive Director Performance Evaluation