Specific months/timing are suggestions and should be modified to work for your organization.
1st Quarter
July
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At the Board’s annual meeting, confirm committee membership and committee chair for upcoming school year
Note: If you don’t have a CEO Evaluation Committee yet, this is a great time to form one -
Pick a CEO evaluation lead
Note: generally, we recommend someone other than the board chair - Review and, if needed, revise CEO Job Description
- Committee and CEO align-on additional data points to be collected and measured during the end-of-year CEO Evaluation.
- Performance against agreed-upon goals
- Stakeholder feedback (e.g., parent, student, and teacher satisfaction surveys)
- Academic, organizational, and financial performance data
- Collaborate with CEO to define CEO’s Annual Goals
August:
- Board approves the CEO’s Annual Goals
- Note: Ideally, this happens in conjunction with the Board approving its own annual goals, so the work of the Board and the CEO are well-aligned.
- Establish / reaffirm your CEO Evaluation timeline
- Set dates for quarterly progress-against goals check-ins, (recommended: September/October, December, March)
September:
- 1st Quarterly Check-in: Progress against CEO goals
- Note: depending on your school-year it may make more sense to do the first check-in in Oct, when there’s more data and information available.
2nd Quarter
October
- Committee reports to Board about Q1 check-in
- Discuss and process any changes, action steps, supports, etc., that need to be put in place
November
- Committee plans 2nd Quarterly CEO check-in conversation
- Review any supporting data and/or feedback in preparation.
- Note: some organizations like to do a more formal Q2 check-in, to include a mid-year CEO Self-Evaluation.
December
- 2nd Quarterly Check-in on CEO Goals.
- Note: this is generally a more-structured mid-point check-in so the Board and CEO can flag any challenges and/or concerns and course-correct if need-be.
3rd Quarter
January
- Committee reports to Board about Q2 check-in
- Discuss and process any changes, action steps, supports, etc., that need to be put in place
February
- No meeting
March
- 3rd Quarterly Check-in on CEO goals
4th Quarter
April
- Committee reports to Board about Q3 check-in
- Discuss and process any changes, action steps, supports, etc., that need to be put in place
- Committee plans for the end-of-year CEO Evaluation. May include:
- Review timeline and process steps
- Training for any new board members
- Refresher for all board members
- Discussion of any survey customizations required
- If applicable, ensure that stakeholders surveys are administered by school staff
May
- CEO Prepares for the Evaluation
- Completes the self-evaluation
- Gathers & provides supplemental evidence or documentation
- Committee Conducts end-of-year CEO Evaluation
- Committee shares the CEO’s self-evaluation with the Board
- Board completes the CEO evaluation
- Direct reports complete the CEO evaluation
June
- Finish the CEO Evaluation
- Committee shares Evaluation results with Board
- Committee drafts summary memo of Evaluation process
- Committee reviews the memo and Evaluation details with the Board
- Committee and CEO meet to review memo -- note: this may be with the full committee, or the Board Chair and CEO Evaluation lead.
- If applicable, incorporate and feedback from the CEO and finalize the memo.
- Board approves the final summary memo
- CEO and committee collaborate to create a CEO development plan for the year. May include:
- Specific personal/professional development goals or activities
- Requests for additional support from the Board
- Commitments to strengthen the Board <> CEO partnership
Updated