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Management Evaluation

The management evaluation calls for the active participation of both the cooperative’s board of directors and its property manager. The board should first direct management to complete a self-assessment. The board should then set aside one meeting to allow the directors to complete the evaluation together without the manager present. A special meeting should be scheduled with management well in advance at a date agreeable to both parties. The purpose of this meeting is to compare the results of the board’s evaluation with management’s self-assessment and plan to address any problems identified.  The board must keep in mind that it is evaluating the service and not the individuals providing it. Directors should be looking for specific outcomes associated with the duties it has delegated to management under the signed Management Services Agreement. This evaluation tool will assist the board with that task

Resources

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Property Management Company Evaluation Tool

The management evaluation calls for the active participation of both the co-operative's board of directors and its property manager. The board should first direct management to complete a self-assessment. The board should then set aside one meeting to allow the directors to complete the evaluation together without the manager present.

Check the Boxes – Director Evaluation

Every director starts their term intending to do a good job. For success they need access to information and orientation. Board training is recommended annually, even for directors continuing their terms. It is an opportunity to “refresh and blend” the team. Provide the essential governing documents. Delivery could take the form of a leadership manual, on-line access, or a memory stick. Include

Appraisals and personal reviews in worker co-operatives

Personal reviews should be able to feed into or draw upon a “global view” of the whole cooperative, enabling it to assess whether or not it has sufficient skills, and spread of skills, among its worker-members to provide the goods or services that produce its income, and where risks to the business lie (such as reliance upon the skills of one member). Reviews can also reveal weaknesses and gaps such as the jobs that are being carried out that aren't actually anyone's responsibility but are crucial to success

Nonprofit Board Self Assessment Tool

The Nonprofit Board Self Assessment Tool is designed to help nonprofit organizations assess their board's performance and identify priorities for board activities going forward. We believe this combination of performance assessment and priority-setting is the foundation of superior nonprofit board performance over time. The tool should be used with our framework for nonprofit board responsibilities, which describes in detail the key elements of effective nonprofit board governance. The output of the assessment is intended to focus discussion among board members around the governance activities that will result in the greatest benefit for the organization. The tool may be used by nonprofit managers and board members:

Employee Performance Evaluation

Several association executives have provided sample employee performance evaluation tools. These examples are aimed at evaluating employees --- NOT the chief executive officer

Give Yourself a 100

In an association, the daily tasks require doing a lot of things good but not having enough time to master every responsibility. Association management is a mix of administration, risk management, technology, public relations, governance, strategic thinking customer service and more. The organization should be operated as efficiently as any commercial business.

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