Chief Executive Evaluation/Performance Assessment Tool

This is an incomplete sample of our CEO assessment tool. To purchase the complete version of this tool from MHS Alliance, please contact us.

SECTION 1: Vision, mission and strategic planning

The CEO works closely with the board of directors and other key stakeholders to develop a shared understanding of the organization's mission and a vision for its future.

How satisfied are you that the CEO:

1. has worked with the board to develop a clear vision for the organization?
2. has worked with other key stakeholders to solicit their input regarding the organization's vision?

SECTION 2: Partnership with the Board

The CEO contributes significantly to the overall effectiveness of the board of directors.

How satisfied are you that the CEO:

1. meets regularly with the board chair to prepare agendas?
2. submits well-prepared agenda materials to board members adequately in advance of meetings?

SECTION 3: Achieving Organizational Objectives

The CEO establishes operational objectives and action plans that support the organization's strategic plan, and leads the staff in strategic plan implementation.

How satisfied are you that the CEO:

1. selects and nurtures qualified senior staff?
2. builds good morale among staff?

SECTION 4: Oversight of Program and Services

The chief executive leads the staff in managing and administering the organization's programs and services.

How satisfied are you that the CEO:

1. demonstrates substantive knowledge regarding the organization's programs and services?
2. works with the board of directors to develop appropriate policies-consistent with the organization's mission and values-to ensure program effectiveness?

SECTION 5: Financial Resource Development

In partnership with the board and appropriate staff, the chief executive develops and implements appropriate fund-raising and financial development strategies.

How satisfied are you that the CEO:

1. has a clear understanding of the current and future financial resources needed to realize the organization's mission?
2. creates innovative partnerships with other organizations or businesses in ways that enhance the organization's resource base?

SECTION 6: Financial Planning and Management

The chief executive ensures that the organization's goals and strategic plan serve as the basis for sound financial planning. He/she also ensures that solid planning and budgeting systems are in place and hires qualified staff to accurately monitor, assess and manage the financial health of the organization.

How satisfied are you that the CEO:

1. has established a system linking strategic and operational planning with the budgeting process?
2. is knowledgeable regarding financial planning, budgeting and investment management and understands the place of each in ensuring the organization's overall financial health?

SECTION 7: Oversight of Overall Operations

The chief executive is responsible for the successful day-to-day operation of the organization. He/she works with staff to develop, maintain and use systems and resources to facilitate effective operations, while realizing that degrees of delegation do not release him/her from broad responsibility in this area.

How satisfied are you that the CEO:

1. has ensured that the organization has in place:
   1. sound risk management policies, including adequate insurance coverage?
   2. adequate accounting, payroll and cash management systems?
   3. appropriate personnel policies and systems for staffing?
   4. appropriate space management plans which help build an efficient and harmonious work place?
   5. plans for the appropriate use of technology?
2. ensures compliance with all legal and regulatory requirements?

SECTION 8: Serving as External Liaison

The chief executive and members of the board of directors play vital roles in establishing and maintaining positive relationships with the many groups that support the work of the organization.

How satisfied are you that the CEO:

1. maintains a positive professional reputation in the community among key constituent groups?
2. cultivates effective relationships with business leaders, key community members and relevant professional organizations and/or leaders?

SECTION 9: Overall Performance of the Organization

The chief executive is responsible for the overall performance of the organization.

How satisfied are you with the overall performance of the organization in the areas of:

1. administration and operations?
2. program development and delivery?