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  2. 2013
  3. November
  4. C
  5. CEO Evaluation 2013
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The accompanying survey will assist the Executive Committee in preparing the annual performance evaluation of our CEO.

Your survey responses will be strictly confidential and survey data will be reported only in the aggregate. The ratings are largely self-explanatory. NA is to be used if you believe the question does not apply or if you do not have enough information on which to base a rating. Questions 45 through 49 require a written response. Please be as descriptive as possible and cite specific examples of the points you wish to make.

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.
 
 
Leadership: The CEO
Far exceeds expected standard Exceeds expected standard Meets expected standard Usually meets standard Below expected standard NA
1. Has clearly defined the basic purpose or mission of the credit union.
2. Has clearly defined a vision for the credit union in the future.
3. Has attracted a high-performing senior management team with the knowledge, skills, energy and passion to make the mission and vision a reality.
4. Leads a planning process that establishes annual goals, strategies and action plans that are consistent with the vision and mission.
5. Leads a performance management process that ensures accountability at all levels of the credit union and makes mid-course corrections in goals and strategies as necessary.
6. Consistently makes decisions that enable the credit union to achieve its goals better.
7. Regularly demonstrates creativity in identifying new opportunities and solving issues that the credit union is facing.
8. Communicates effectively with internal and external stakeholders to build support for the mission, vision, goals and direction of the credit union.
 
 
Management: The CEO
Far above expected standard Exceeds expected standard Meets expected standard Usually meets standard Below expected standard NA
9. Has established an effective credit union structure, ensuring that there is a management focus on key functions necessary for the credit union to deliver on its mission.
10. Delegates effectively to members of the senior management team and other staff.
11. Clearly articulates priorities and ensures management focus and accountability around addressing priorities.
12. Solicits feedback from the credit union’s stakeholders including employees at all levels as input to the direction and operation of the credit union.
13. Regularly delivers a consistent message to all stakeholders regarding the vision, mission and priorities of the credit union.
14. Ensures the work of the credit union is supported by effective processes for planning, communication, measuring, governing, delivering quality and providing for a safe work environment.
15. Ensures there are clear policies established for how the credit union and its employees will operate.
 
 
Working with the Board: The CEO
Far above expected standard Exceeds expected standard Meets expected standard Usually meets standard Below expected standard NA
16. Understands the credit union’s requirement for governance practices and supports the Board in its governance duties by providing necessary information and access to staff.
17. Has a strong working relationship with the Board Chair.
18. Has a strong working relationship with Board Directors.
19. Updates the Board regularly on plans, performance, issues and opportunities.
20. Ensures the Board receives information destined for outside stakeholders before it is communicated to them
21. Helps educate the Board on the credit union.
22. Executes direction that is provided by the Board of Directors.
23. Takes suggestions and comments from all Board members seriously.
24. Helps the Board of Directors identify the credit union’s assets and ensures that these assets are protected legally and physically from outside threats.
 
 
Financial Management: The CEO
Far above expected standard Exceeds expected standard Meets expected standard Usually meets standard Below expected standard NA
25. Has a solid, up-to-date understanding of the credit union’s income statement, balance sheet, cash flow and other financial measures relevant to its business and financial situation.
26. Is supported by a qualified and competent CFO who has day to day accountability for managing and monitoring the credit union’s finances.
27. Understands the concept of value creation and makes decisions on where to allocate resources based on maximizing value to the credit union.
28. Ensures that the credit union’s financial records are accurate and up to date.
29. Ensures that credit union financial statements receive unqualified audit opinions.
30. Ensures that internal and external audit recommendations are responded to appropriately and implemented accordingly.
 
 
Member Service, Regulatory and Operations: The CEO
Far above expected standard Exceeds expected standard Meets expected standard Usually meets standard Below expected standard NA
31. Has consistently maintained a high level of member satisfaction.
32. Has consistently trained and focused staff on member service.
33. Has consistently encouraged staff to work toward improving member financial health.
34. Works within the parameters of the policies set by the Board.
35. Ensures the credit union is in compliance with all federal and state laws and regulations.
36. Ensures that the credit union is able to provide services even in extraordinary circumstances.
37. Meets annual Return on Assets goals.
38. Meets Loan growth goals.
39. Meets annual expense management goals.
40. Maintains adequate capital, asset quality, management, earnings and liquidity to ensure the highest oversight ratings.
 
 
Objectives set for 2013: The CEO
Far above expected standard Exceeds expected standard Meets expected standard Usually meets standard Below expected standard NA
41. Rebuild board trust and confidence
42. Improve the loan to share ratio
43. Improve customer service and conduct a member satisfaction survey
44. Complete the imnplementation of the online banking system
 
 
 
45. Please describe the CEO's major strengths.
   
 
 
 
46. Please describe areas of improvement for the CEO.
   
 
 
 
47. Please comment on recent successes or failures of the CEO.
   
 
 
 
48. Please identify two goals for the CEO for the next year.
   
 
 
 
49. Please make any additional comment that did not fit in another category or if you would like to amplify on any of the ratings given above.
   
 
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