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Please indicate your perception of each of the following core competencies and measures.

Please note descriptions for each rating area are below the selection box.

The scale is:

• 0 for not applicable
• 1 = Doesn’t Meet Expectation
• 2 = Inconsistently Meets Expectation
• 3 = Meets Expectation
• 4 = Often Exceeds Expectation
• 5 = Consistently Exceeds Expectation

Email - to remove duplication, and enable form resumption function, this data is not saved *

Leadership Functions *

	Doesn't meet Expectation	Inconsistently Meets Expectation	Meets Expectation	Often Exceeds Expectation	Consistently Exceeds Expectation	N/A
Advises the Board, in a timely manner, of issues or situations that empower them to make effective and timely decisions, as shown by regular reporting and updates to the Board.	Doesn't meet ExpectationAdvises the Board, in a timely manner, of issues or situations that empower them to make effective and timely decisions, as shown by regular reporting and updates to the Board. Doesn't meet Expectation	Inconsistently Meets ExpectationAdvises the Board, in a timely manner, of issues or situations that empower them to make effective and timely decisions, as shown by regular reporting and updates to the Board. Inconsistently Meets Expectation	Meets ExpectationAdvises the Board, in a timely manner, of issues or situations that empower them to make effective and timely decisions, as shown by regular reporting and updates to the Board. Meets Expectation	Often Exceeds ExpectationAdvises the Board, in a timely manner, of issues or situations that empower them to make effective and timely decisions, as shown by regular reporting and updates to the Board. Often Exceeds Expectation	Consistently Exceeds ExpectationAdvises the Board, in a timely manner, of issues or situations that empower them to make effective and timely decisions, as shown by regular reporting and updates to the Board. Consistently Exceeds Expectation	N/AAdvises the Board, in a timely manner, of issues or situations that empower them to make effective and timely decisions, as shown by regular reporting and updates to the Board. N/A
Serves as the organization liaison in community as illustrated by number of events attended.	Doesn't meet ExpectationServes as the organization liaison in community as illustrated by number of events attended. Doesn't meet Expectation	Inconsistently Meets ExpectationServes as the organization liaison in community as illustrated by number of events attended. Inconsistently Meets Expectation	Meets ExpectationServes as the organization liaison in community as illustrated by number of events attended. Meets Expectation	Often Exceeds ExpectationServes as the organization liaison in community as illustrated by number of events attended. Often Exceeds Expectation	Consistently Exceeds ExpectationServes as the organization liaison in community as illustrated by number of events attended. Consistently Exceeds Expectation	N/AServes as the organization liaison in community as illustrated by number of events attended. N/A
Promotes and maintains a high-performing organizational culture that fosters passion for the mission, teamwork and a shared purpose of the organization.	Doesn't meet ExpectationPromotes and maintains a high-performing organizational culture that fosters passion for the mission, teamwork and a shared purpose of the organization. Doesn't meet Expectation	Inconsistently Meets ExpectationPromotes and maintains a high-performing organizational culture that fosters passion for the mission, teamwork and a shared purpose of the organization. Inconsistently Meets Expectation	Meets ExpectationPromotes and maintains a high-performing organizational culture that fosters passion for the mission, teamwork and a shared purpose of the organization. Meets Expectation	Often Exceeds ExpectationPromotes and maintains a high-performing organizational culture that fosters passion for the mission, teamwork and a shared purpose of the organization. Often Exceeds Expectation	Consistently Exceeds ExpectationPromotes and maintains a high-performing organizational culture that fosters passion for the mission, teamwork and a shared purpose of the organization. Consistently Exceeds Expectation	N/APromotes and maintains a high-performing organizational culture that fosters passion for the mission, teamwork and a shared purpose of the organization. N/A
Completes an annual staff performance management program with results tied to compensation.	Doesn't meet ExpectationCompletes an annual staff performance management program with results tied to compensation. Doesn't meet Expectation	Inconsistently Meets ExpectationCompletes an annual staff performance management program with results tied to compensation. Inconsistently Meets Expectation	Meets ExpectationCompletes an annual staff performance management program with results tied to compensation. Meets Expectation	Often Exceeds ExpectationCompletes an annual staff performance management program with results tied to compensation. Often Exceeds Expectation	Consistently Exceeds ExpectationCompletes an annual staff performance management program with results tied to compensation. Consistently Exceeds Expectation	N/ACompletes an annual staff performance management program with results tied to compensation. N/A
Operates in a manner that avoids situation of actual or perceived conflict of interest.	Doesn't meet ExpectationOperates in a manner that avoids situation of actual or perceived conflict of interest. Doesn't meet Expectation	Inconsistently Meets ExpectationOperates in a manner that avoids situation of actual or perceived conflict of interest. Inconsistently Meets Expectation	Meets ExpectationOperates in a manner that avoids situation of actual or perceived conflict of interest. Meets Expectation	Often Exceeds ExpectationOperates in a manner that avoids situation of actual or perceived conflict of interest. Often Exceeds Expectation	Consistently Exceeds ExpectationOperates in a manner that avoids situation of actual or perceived conflict of interest. Consistently Exceeds Expectation	N/AOperates in a manner that avoids situation of actual or perceived conflict of interest. N/A

General Financial Functions *

	Doesn't Meet Expectation	Inconsistently Meets Expectation	Meets Expectation	Often Exceeds Expectation	Consistently Exceeds Expectation	N/A
Maintain a reasonable overall operational cost of operating annually, as determined through board review of financial reports.	Doesn't Meet ExpectationMaintain a reasonable overall operational cost of operating annually, as determined through board review of financial reports. Doesn't Meet Expectation	Inconsistently Meets ExpectationMaintain a reasonable overall operational cost of operating annually, as determined through board review of financial reports. Inconsistently Meets Expectation	Meets ExpectationMaintain a reasonable overall operational cost of operating annually, as determined through board review of financial reports. Meets Expectation	Often Exceeds ExpectationMaintain a reasonable overall operational cost of operating annually, as determined through board review of financial reports. Often Exceeds Expectation	Consistently Exceeds ExpectationMaintain a reasonable overall operational cost of operating annually, as determined through board review of financial reports. Consistently Exceeds Expectation	N/AMaintain a reasonable overall operational cost of operating annually, as determined through board review of financial reports. N/A
Manage financial obligations in a manner which meets best practices, evidenced by up to date remittances, vendor payments and real time accounting reports to the Board.	Doesn't Meet ExpectationManage financial obligations in a manner which meets best practices, evidenced by up to date remittances, vendor payments and real time accounting reports to the Board. Doesn't Meet Expectation	Inconsistently Meets ExpectationManage financial obligations in a manner which meets best practices, evidenced by up to date remittances, vendor payments and real time accounting reports to the Board. Inconsistently Meets Expectation	Meets ExpectationManage financial obligations in a manner which meets best practices, evidenced by up to date remittances, vendor payments and real time accounting reports to the Board. Meets Expectation	Often Exceeds ExpectationManage financial obligations in a manner which meets best practices, evidenced by up to date remittances, vendor payments and real time accounting reports to the Board. Often Exceeds Expectation	Consistently Exceeds ExpectationManage financial obligations in a manner which meets best practices, evidenced by up to date remittances, vendor payments and real time accounting reports to the Board. Consistently Exceeds Expectation	N/AManage financial obligations in a manner which meets best practices, evidenced by up to date remittances, vendor payments and real time accounting reports to the Board. N/A
Refer all contracts over $3,500.00 for review and approval by the Board, including (where possible) three quotes, and decision rationale.	Doesn't Meet ExpectationRefer all contracts over $3,500.00 for review and approval by the Board, including (where possible) three quotes, and decision rationale. Doesn't Meet Expectation	Inconsistently Meets ExpectationRefer all contracts over $3,500.00 for review and approval by the Board, including (where possible) three quotes, and decision rationale. Inconsistently Meets Expectation	Meets ExpectationRefer all contracts over $3,500.00 for review and approval by the Board, including (where possible) three quotes, and decision rationale. Meets Expectation	Often Exceeds ExpectationRefer all contracts over $3,500.00 for review and approval by the Board, including (where possible) three quotes, and decision rationale. Often Exceeds Expectation	Consistently Exceeds ExpectationRefer all contracts over $3,500.00 for review and approval by the Board, including (where possible) three quotes, and decision rationale. Consistently Exceeds Expectation	N/ARefer all contracts over $3,500.00 for review and approval by the Board, including (where possible) three quotes, and decision rationale. N/A
Follow all acts, guidelines and legislation related to operating a non-profit organization as defined by Provincial (BC Societies Act), or Federal (CRA) regulations.	Doesn't Meet ExpectationFollow all acts, guidelines and legislation related to operating a non-profit organization as defined by Provincial (BC Societies Act), or Federal (CRA) regulations. Doesn't Meet Expectation	Inconsistently Meets ExpectationFollow all acts, guidelines and legislation related to operating a non-profit organization as defined by Provincial (BC Societies Act), or Federal (CRA) regulations. Inconsistently Meets Expectation	Meets ExpectationFollow all acts, guidelines and legislation related to operating a non-profit organization as defined by Provincial (BC Societies Act), or Federal (CRA) regulations. Meets Expectation	Often Exceeds ExpectationFollow all acts, guidelines and legislation related to operating a non-profit organization as defined by Provincial (BC Societies Act), or Federal (CRA) regulations. Often Exceeds Expectation	Consistently Exceeds ExpectationFollow all acts, guidelines and legislation related to operating a non-profit organization as defined by Provincial (BC Societies Act), or Federal (CRA) regulations. Consistently Exceeds Expectation	N/AFollow all acts, guidelines and legislation related to operating a non-profit organization as defined by Provincial (BC Societies Act), or Federal (CRA) regulations. N/A
Manage discretionary and staff expenses in a way that minimizes both cost and risk to the organization, ensuring that expenses meet the test of reasonableness.	Doesn't Meet ExpectationManage discretionary and staff expenses in a way that minimizes both cost and risk to the organization, ensuring that expenses meet the test of reasonableness. Doesn't Meet Expectation	Inconsistently Meets ExpectationManage discretionary and staff expenses in a way that minimizes both cost and risk to the organization, ensuring that expenses meet the test of reasonableness. Inconsistently Meets Expectation	Meets ExpectationManage discretionary and staff expenses in a way that minimizes both cost and risk to the organization, ensuring that expenses meet the test of reasonableness. Meets Expectation	Often Exceeds ExpectationManage discretionary and staff expenses in a way that minimizes both cost and risk to the organization, ensuring that expenses meet the test of reasonableness. Often Exceeds Expectation	Consistently Exceeds ExpectationManage discretionary and staff expenses in a way that minimizes both cost and risk to the organization, ensuring that expenses meet the test of reasonableness. Consistently Exceeds Expectation	N/AManage discretionary and staff expenses in a way that minimizes both cost and risk to the organization, ensuring that expenses meet the test of reasonableness. N/A
Create, monitor and manage contracts to ensure that services are offered to the BIA at a reasonable market value, while providing the highest level of return on investment.	Doesn't Meet ExpectationCreate, monitor and manage contracts to ensure that services are offered to the BIA at a reasonable market value, while providing the highest level of return on investment. Doesn't Meet Expectation	Inconsistently Meets ExpectationCreate, monitor and manage contracts to ensure that services are offered to the BIA at a reasonable market value, while providing the highest level of return on investment. Inconsistently Meets Expectation	Meets ExpectationCreate, monitor and manage contracts to ensure that services are offered to the BIA at a reasonable market value, while providing the highest level of return on investment. Meets Expectation	Often Exceeds ExpectationCreate, monitor and manage contracts to ensure that services are offered to the BIA at a reasonable market value, while providing the highest level of return on investment. Often Exceeds Expectation	Consistently Exceeds ExpectationCreate, monitor and manage contracts to ensure that services are offered to the BIA at a reasonable market value, while providing the highest level of return on investment. Consistently Exceeds Expectation	N/ACreate, monitor and manage contracts to ensure that services are offered to the BIA at a reasonable market value, while providing the highest level of return on investment. N/A
Present the next annual operating budget to the Board for consideration no later than the 15th of November of the current Fiscal year.	Doesn't Meet ExpectationPresent the next annual operating budget to the Board for consideration no later than the 15th of November of the current Fiscal year. Doesn't Meet Expectation	Inconsistently Meets ExpectationPresent the next annual operating budget to the Board for consideration no later than the 15th of November of the current Fiscal year. Inconsistently Meets Expectation	Meets ExpectationPresent the next annual operating budget to the Board for consideration no later than the 15th of November of the current Fiscal year. Meets Expectation	Often Exceeds ExpectationPresent the next annual operating budget to the Board for consideration no later than the 15th of November of the current Fiscal year. Often Exceeds Expectation	Consistently Exceeds ExpectationPresent the next annual operating budget to the Board for consideration no later than the 15th of November of the current Fiscal year. Consistently Exceeds Expectation	N/APresent the next annual operating budget to the Board for consideration no later than the 15th of November of the current Fiscal year. N/A
Provide the City of Kamloops annual Budget/Internal financial statements in February of each year.	Doesn't Meet ExpectationProvide the City of Kamloops annual Budget/Internal financial statements in February of each year. Doesn't Meet Expectation	Inconsistently Meets ExpectationProvide the City of Kamloops annual Budget/Internal financial statements in February of each year. Inconsistently Meets Expectation	Meets ExpectationProvide the City of Kamloops annual Budget/Internal financial statements in February of each year. Meets Expectation	Often Exceeds ExpectationProvide the City of Kamloops annual Budget/Internal financial statements in February of each year. Often Exceeds Expectation	Consistently Exceeds ExpectationProvide the City of Kamloops annual Budget/Internal financial statements in February of each year. Consistently Exceeds Expectation	N/AProvide the City of Kamloops annual Budget/Internal financial statements in February of each year. N/A

Operational Readiness *

	Doesn't Meet Expectation	Inconsistenty Meets Expectation	Meets Expectation	Often Exceeds Expectation	Consistently Exceeds Expectation	N/A
Undertakes an annual planning process which feeds into the Board’s Strategic Plan including measure and targets	Doesn't Meet ExpectationUndertakes an annual planning process which feeds into the Board’s Strategic Plan including measure and targets Doesn't Meet Expectation	Inconsistenty Meets ExpectationUndertakes an annual planning process which feeds into the Board’s Strategic Plan including measure and targets Inconsistenty Meets Expectation	Meets ExpectationUndertakes an annual planning process which feeds into the Board’s Strategic Plan including measure and targets Meets Expectation	Often Exceeds ExpectationUndertakes an annual planning process which feeds into the Board’s Strategic Plan including measure and targets Often Exceeds Expectation	Consistently Exceeds ExpectationUndertakes an annual planning process which feeds into the Board’s Strategic Plan including measure and targets Consistently Exceeds Expectation	N/AUndertakes an annual planning process which feeds into the Board’s Strategic Plan including measure and targets N/A
Oversees the financial management of the organization, including the productivity of contract staff, to ensure that industry standard practices are met.	Doesn't Meet ExpectationOversees the financial management of the organization, including the productivity of contract staff, to ensure that industry standard practices are met. Doesn't Meet Expectation	Inconsistenty Meets ExpectationOversees the financial management of the organization, including the productivity of contract staff, to ensure that industry standard practices are met. Inconsistenty Meets Expectation	Meets ExpectationOversees the financial management of the organization, including the productivity of contract staff, to ensure that industry standard practices are met. Meets Expectation	Often Exceeds ExpectationOversees the financial management of the organization, including the productivity of contract staff, to ensure that industry standard practices are met. Often Exceeds Expectation	Consistently Exceeds ExpectationOversees the financial management of the organization, including the productivity of contract staff, to ensure that industry standard practices are met. Consistently Exceeds Expectation	N/AOversees the financial management of the organization, including the productivity of contract staff, to ensure that industry standard practices are met. N/A
Oversee the coordination of all events, pursuing a net positive bottom line while creating a greater sense of service to community, and achieving a positive approval rating by participants.	Doesn't Meet ExpectationOversee the coordination of all events, pursuing a net positive bottom line while creating a greater sense of service to community, and achieving a positive approval rating by participants. Doesn't Meet Expectation	Inconsistenty Meets ExpectationOversee the coordination of all events, pursuing a net positive bottom line while creating a greater sense of service to community, and achieving a positive approval rating by participants. Inconsistenty Meets Expectation	Meets ExpectationOversee the coordination of all events, pursuing a net positive bottom line while creating a greater sense of service to community, and achieving a positive approval rating by participants. Meets Expectation	Often Exceeds ExpectationOversee the coordination of all events, pursuing a net positive bottom line while creating a greater sense of service to community, and achieving a positive approval rating by participants. Often Exceeds Expectation	Consistently Exceeds ExpectationOversee the coordination of all events, pursuing a net positive bottom line while creating a greater sense of service to community, and achieving a positive approval rating by participants. Consistently Exceeds Expectation	N/AOversee the coordination of all events, pursuing a net positive bottom line while creating a greater sense of service to community, and achieving a positive approval rating by participants. N/A
Create Operational, Marketing, Staffing, and Event Plans each year that support the annual budgeting process	Doesn't Meet ExpectationCreate Operational, Marketing, Staffing, and Event Plans each year that support the annual budgeting process Doesn't Meet Expectation	Inconsistenty Meets ExpectationCreate Operational, Marketing, Staffing, and Event Plans each year that support the annual budgeting process Inconsistenty Meets Expectation	Meets ExpectationCreate Operational, Marketing, Staffing, and Event Plans each year that support the annual budgeting process Meets Expectation	Often Exceeds ExpectationCreate Operational, Marketing, Staffing, and Event Plans each year that support the annual budgeting process Often Exceeds Expectation	Consistently Exceeds ExpectationCreate Operational, Marketing, Staffing, and Event Plans each year that support the annual budgeting process Consistently Exceeds Expectation	N/ACreate Operational, Marketing, Staffing, and Event Plans each year that support the annual budgeting process N/A

Brand and Marketing *

	Doesn't Meet Expectation	Inconsistently Meets Expectation	Meets Expectation	Often Exceeds Expectation	Conistently Exceeds Expectation	N/A
Effectively builds the core brand of the NSBIA as a credible and trustworthy business and leadership organization as illustrated by partner surveys, member engagement and surveys, and is successful in media and project targets.	Doesn't Meet ExpectationEffectively builds the core brand of the NSBIA as a credible and trustworthy business and leadership organization as illustrated by partner surveys, member engagement and surveys, and is successful in media and project targets. Doesn't Meet Expectation	Inconsistently Meets ExpectationEffectively builds the core brand of the NSBIA as a credible and trustworthy business and leadership organization as illustrated by partner surveys, member engagement and surveys, and is successful in media and project targets. Inconsistently Meets Expectation	Meets ExpectationEffectively builds the core brand of the NSBIA as a credible and trustworthy business and leadership organization as illustrated by partner surveys, member engagement and surveys, and is successful in media and project targets. Meets Expectation	Often Exceeds ExpectationEffectively builds the core brand of the NSBIA as a credible and trustworthy business and leadership organization as illustrated by partner surveys, member engagement and surveys, and is successful in media and project targets. Often Exceeds Expectation	Conistently Exceeds ExpectationEffectively builds the core brand of the NSBIA as a credible and trustworthy business and leadership organization as illustrated by partner surveys, member engagement and surveys, and is successful in media and project targets. Conistently Exceeds Expectation	N/AEffectively builds the core brand of the NSBIA as a credible and trustworthy business and leadership organization as illustrated by partner surveys, member engagement and surveys, and is successful in media and project targets. N/A
Effectively builds the marketing brand of the North Shore (The Shore) in a way that builds sales and traffic momentum for our members, as well as portraying the desirability of our corridors to the public.	Doesn't Meet ExpectationEffectively builds the marketing brand of the North Shore (The Shore) in a way that builds sales and traffic momentum for our members, as well as portraying the desirability of our corridors to the public. Doesn't Meet Expectation	Inconsistently Meets ExpectationEffectively builds the marketing brand of the North Shore (The Shore) in a way that builds sales and traffic momentum for our members, as well as portraying the desirability of our corridors to the public. Inconsistently Meets Expectation	Meets ExpectationEffectively builds the marketing brand of the North Shore (The Shore) in a way that builds sales and traffic momentum for our members, as well as portraying the desirability of our corridors to the public. Meets Expectation	Often Exceeds ExpectationEffectively builds the marketing brand of the North Shore (The Shore) in a way that builds sales and traffic momentum for our members, as well as portraying the desirability of our corridors to the public. Often Exceeds Expectation	Conistently Exceeds ExpectationEffectively builds the marketing brand of the North Shore (The Shore) in a way that builds sales and traffic momentum for our members, as well as portraying the desirability of our corridors to the public. Conistently Exceeds Expectation	N/AEffectively builds the marketing brand of the North Shore (The Shore) in a way that builds sales and traffic momentum for our members, as well as portraying the desirability of our corridors to the public. N/A
Speaks on behalf of the organization in a manner that enhances credibility, addresses concerns in a productive manner and accomplishes a growth in the strength of our organization’s relationships with our partner organizations.	Doesn't Meet ExpectationSpeaks on behalf of the organization in a manner that enhances credibility, addresses concerns in a productive manner and accomplishes a growth in the strength of our organization’s relationships with our partner organizations. Doesn't Meet Expectation	Inconsistently Meets ExpectationSpeaks on behalf of the organization in a manner that enhances credibility, addresses concerns in a productive manner and accomplishes a growth in the strength of our organization’s relationships with our partner organizations. Inconsistently Meets Expectation	Meets ExpectationSpeaks on behalf of the organization in a manner that enhances credibility, addresses concerns in a productive manner and accomplishes a growth in the strength of our organization’s relationships with our partner organizations. Meets Expectation	Often Exceeds ExpectationSpeaks on behalf of the organization in a manner that enhances credibility, addresses concerns in a productive manner and accomplishes a growth in the strength of our organization’s relationships with our partner organizations. Often Exceeds Expectation	Conistently Exceeds ExpectationSpeaks on behalf of the organization in a manner that enhances credibility, addresses concerns in a productive manner and accomplishes a growth in the strength of our organization’s relationships with our partner organizations. Conistently Exceeds Expectation	N/ASpeaks on behalf of the organization in a manner that enhances credibility, addresses concerns in a productive manner and accomplishes a growth in the strength of our organization’s relationships with our partner organizations. N/A
Works actively with membership to build community engagement and further develop member involvement in meetings, networking and projects.	Doesn't Meet ExpectationWorks actively with membership to build community engagement and further develop member involvement in meetings, networking and projects. Doesn't Meet Expectation	Inconsistently Meets ExpectationWorks actively with membership to build community engagement and further develop member involvement in meetings, networking and projects. Inconsistently Meets Expectation	Meets ExpectationWorks actively with membership to build community engagement and further develop member involvement in meetings, networking and projects. Meets Expectation	Often Exceeds ExpectationWorks actively with membership to build community engagement and further develop member involvement in meetings, networking and projects. Often Exceeds Expectation	Conistently Exceeds ExpectationWorks actively with membership to build community engagement and further develop member involvement in meetings, networking and projects. Conistently Exceeds Expectation	N/AWorks actively with membership to build community engagement and further develop member involvement in meetings, networking and projects. N/A
Maintenance and growth of positive Media and Community stakeholder brand impression, as evidenced by a net positive level of Brand coverage by media streams including newsletters and online presence (readership, comments, and earned content).	Doesn't Meet ExpectationMaintenance and growth of positive Media and Community stakeholder brand impression, as evidenced by a net positive level of Brand coverage by media streams including newsletters and online presence (readership, comments, and earned content). Doesn't Meet Expectation	Inconsistently Meets ExpectationMaintenance and growth of positive Media and Community stakeholder brand impression, as evidenced by a net positive level of Brand coverage by media streams including newsletters and online presence (readership, comments, and earned content). Inconsistently Meets Expectation	Meets ExpectationMaintenance and growth of positive Media and Community stakeholder brand impression, as evidenced by a net positive level of Brand coverage by media streams including newsletters and online presence (readership, comments, and earned content). Meets Expectation	Often Exceeds ExpectationMaintenance and growth of positive Media and Community stakeholder brand impression, as evidenced by a net positive level of Brand coverage by media streams including newsletters and online presence (readership, comments, and earned content). Often Exceeds Expectation	Conistently Exceeds ExpectationMaintenance and growth of positive Media and Community stakeholder brand impression, as evidenced by a net positive level of Brand coverage by media streams including newsletters and online presence (readership, comments, and earned content). Conistently Exceeds Expectation	N/AMaintenance and growth of positive Media and Community stakeholder brand impression, as evidenced by a net positive level of Brand coverage by media streams including newsletters and online presence (readership, comments, and earned content). N/A

Board Operations Support *

	Doesn't Meet Expectation	Inconsistently Meets Expectation	Meets Expectation	Often Exceeds Expectation	Consistently Exceeds Expectation	N/A
Works with Board and Committees to develop annual Board Planning Calendar, distributing it to the Board at least 30 days prior to the close of the current Fiscal Year.	Doesn't Meet ExpectationWorks with Board and Committees to develop annual Board Planning Calendar, distributing it to the Board at least 30 days prior to the close of the current Fiscal Year. Doesn't Meet Expectation	Inconsistently Meets ExpectationWorks with Board and Committees to develop annual Board Planning Calendar, distributing it to the Board at least 30 days prior to the close of the current Fiscal Year. Inconsistently Meets Expectation	Meets ExpectationWorks with Board and Committees to develop annual Board Planning Calendar, distributing it to the Board at least 30 days prior to the close of the current Fiscal Year. Meets Expectation	Often Exceeds ExpectationWorks with Board and Committees to develop annual Board Planning Calendar, distributing it to the Board at least 30 days prior to the close of the current Fiscal Year. Often Exceeds Expectation	Consistently Exceeds ExpectationWorks with Board and Committees to develop annual Board Planning Calendar, distributing it to the Board at least 30 days prior to the close of the current Fiscal Year. Consistently Exceeds Expectation	N/AWorks with Board and Committees to develop annual Board Planning Calendar, distributing it to the Board at least 30 days prior to the close of the current Fiscal Year. N/A
Creates and distributes the Consent Agenda package at least 7 days prior to meeting dates, including: ED report, Current Financial Statements (YTD, Monthly and Cash Flows).	Doesn't Meet ExpectationCreates and distributes the Consent Agenda package at least 7 days prior to meeting dates, including: ED report, Current Financial Statements (YTD, Monthly and Cash Flows). Doesn't Meet Expectation	Inconsistently Meets ExpectationCreates and distributes the Consent Agenda package at least 7 days prior to meeting dates, including: ED report, Current Financial Statements (YTD, Monthly and Cash Flows). Inconsistently Meets Expectation	Meets ExpectationCreates and distributes the Consent Agenda package at least 7 days prior to meeting dates, including: ED report, Current Financial Statements (YTD, Monthly and Cash Flows). Meets Expectation	Often Exceeds ExpectationCreates and distributes the Consent Agenda package at least 7 days prior to meeting dates, including: ED report, Current Financial Statements (YTD, Monthly and Cash Flows). Often Exceeds Expectation	Consistently Exceeds ExpectationCreates and distributes the Consent Agenda package at least 7 days prior to meeting dates, including: ED report, Current Financial Statements (YTD, Monthly and Cash Flows). Consistently Exceeds Expectation	N/ACreates and distributes the Consent Agenda package at least 7 days prior to meeting dates, including: ED report, Current Financial Statements (YTD, Monthly and Cash Flows). N/A
Coordinates Committee and task force meetings on behalf of the Board, ensuring that minutes are recorded and distributed.	Doesn't Meet ExpectationCoordinates Committee and task force meetings on behalf of the Board, ensuring that minutes are recorded and distributed. Doesn't Meet Expectation	Inconsistently Meets ExpectationCoordinates Committee and task force meetings on behalf of the Board, ensuring that minutes are recorded and distributed. Inconsistently Meets Expectation	Meets ExpectationCoordinates Committee and task force meetings on behalf of the Board, ensuring that minutes are recorded and distributed. Meets Expectation	Often Exceeds ExpectationCoordinates Committee and task force meetings on behalf of the Board, ensuring that minutes are recorded and distributed. Often Exceeds Expectation	Consistently Exceeds ExpectationCoordinates Committee and task force meetings on behalf of the Board, ensuring that minutes are recorded and distributed. Consistently Exceeds Expectation	N/ACoordinates Committee and task force meetings on behalf of the Board, ensuring that minutes are recorded and distributed. N/A
Report quarterly on the Board Strategic Plan resultants as evidenced by Operational plan performance indicators using a measurable dashboard which ties operations to strategy.	Doesn't Meet ExpectationReport quarterly on the Board Strategic Plan resultants as evidenced by Operational plan performance indicators using a measurable dashboard which ties operations to strategy. Doesn't Meet Expectation	Inconsistently Meets ExpectationReport quarterly on the Board Strategic Plan resultants as evidenced by Operational plan performance indicators using a measurable dashboard which ties operations to strategy. Inconsistently Meets Expectation	Meets ExpectationReport quarterly on the Board Strategic Plan resultants as evidenced by Operational plan performance indicators using a measurable dashboard which ties operations to strategy. Meets Expectation	Often Exceeds ExpectationReport quarterly on the Board Strategic Plan resultants as evidenced by Operational plan performance indicators using a measurable dashboard which ties operations to strategy. Often Exceeds Expectation	Consistently Exceeds ExpectationReport quarterly on the Board Strategic Plan resultants as evidenced by Operational plan performance indicators using a measurable dashboard which ties operations to strategy. Consistently Exceeds Expectation	N/AReport quarterly on the Board Strategic Plan resultants as evidenced by Operational plan performance indicators using a measurable dashboard which ties operations to strategy. N/A
Annually leads the development and execution of Operational plans that include specific performance measures.	Doesn't Meet ExpectationAnnually leads the development and execution of Operational plans that include specific performance measures. Doesn't Meet Expectation	Inconsistently Meets ExpectationAnnually leads the development and execution of Operational plans that include specific performance measures. Inconsistently Meets Expectation	Meets ExpectationAnnually leads the development and execution of Operational plans that include specific performance measures. Meets Expectation	Often Exceeds ExpectationAnnually leads the development and execution of Operational plans that include specific performance measures. Often Exceeds Expectation	Consistently Exceeds ExpectationAnnually leads the development and execution of Operational plans that include specific performance measures. Consistently Exceeds Expectation	N/AAnnually leads the development and execution of Operational plans that include specific performance measures. N/A
Adheres to all prescribed Policies as adopted by the Board, in the key organizational performance areas of Financial Management, Human Resources, Brand Maintenance and Development and Operational Systems efficiencies.	Doesn't Meet ExpectationAdheres to all prescribed Policies as adopted by the Board, in the key organizational performance areas of Financial Management, Human Resources, Brand Maintenance and Development and Operational Systems efficiencies. Doesn't Meet Expectation	Inconsistently Meets ExpectationAdheres to all prescribed Policies as adopted by the Board, in the key organizational performance areas of Financial Management, Human Resources, Brand Maintenance and Development and Operational Systems efficiencies. Inconsistently Meets Expectation	Meets ExpectationAdheres to all prescribed Policies as adopted by the Board, in the key organizational performance areas of Financial Management, Human Resources, Brand Maintenance and Development and Operational Systems efficiencies. Meets Expectation	Often Exceeds ExpectationAdheres to all prescribed Policies as adopted by the Board, in the key organizational performance areas of Financial Management, Human Resources, Brand Maintenance and Development and Operational Systems efficiencies. Often Exceeds Expectation	Consistently Exceeds ExpectationAdheres to all prescribed Policies as adopted by the Board, in the key organizational performance areas of Financial Management, Human Resources, Brand Maintenance and Development and Operational Systems efficiencies. Consistently Exceeds Expectation	N/AAdheres to all prescribed Policies as adopted by the Board, in the key organizational performance areas of Financial Management, Human Resources, Brand Maintenance and Development and Operational Systems efficiencies. N/A
Annually organizes and executes the Annual General Meeting on behalf of the board, that results in stakeholder engagement as measured by attendance.	Doesn't Meet ExpectationAnnually organizes and executes the Annual General Meeting on behalf of the board, that results in stakeholder engagement as measured by attendance. Doesn't Meet Expectation	Inconsistently Meets ExpectationAnnually organizes and executes the Annual General Meeting on behalf of the board, that results in stakeholder engagement as measured by attendance. Inconsistently Meets Expectation	Meets ExpectationAnnually organizes and executes the Annual General Meeting on behalf of the board, that results in stakeholder engagement as measured by attendance. Meets Expectation	Often Exceeds ExpectationAnnually organizes and executes the Annual General Meeting on behalf of the board, that results in stakeholder engagement as measured by attendance. Often Exceeds Expectation	Consistently Exceeds ExpectationAnnually organizes and executes the Annual General Meeting on behalf of the board, that results in stakeholder engagement as measured by attendance. Consistently Exceeds Expectation	N/AAnnually organizes and executes the Annual General Meeting on behalf of the board, that results in stakeholder engagement as measured by attendance. N/A

Policy Compliance *

	Doesn't Meet Expectation	Inconsistently Meets Expectation	Meets Expectation	Often Exceeds Expectation	Consistently Exceeds Expectation	N/A
Ensures integrity and strength of Board Leadership by assisting to recruit for capacity, using the approved metric, and addressing issues around clarity of Governance, Bylaws/Policies, Structure and Membership	Doesn't Meet ExpectationEnsures integrity and strength of Board Leadership by assisting to recruit for capacity, using the approved metric, and addressing issues around clarity of Governance, Bylaws/Policies, Structure and Membership Doesn't Meet Expectation	Inconsistently Meets ExpectationEnsures integrity and strength of Board Leadership by assisting to recruit for capacity, using the approved metric, and addressing issues around clarity of Governance, Bylaws/Policies, Structure and Membership Inconsistently Meets Expectation	Meets ExpectationEnsures integrity and strength of Board Leadership by assisting to recruit for capacity, using the approved metric, and addressing issues around clarity of Governance, Bylaws/Policies, Structure and Membership Meets Expectation	Often Exceeds ExpectationEnsures integrity and strength of Board Leadership by assisting to recruit for capacity, using the approved metric, and addressing issues around clarity of Governance, Bylaws/Policies, Structure and Membership Often Exceeds Expectation	Consistently Exceeds ExpectationEnsures integrity and strength of Board Leadership by assisting to recruit for capacity, using the approved metric, and addressing issues around clarity of Governance, Bylaws/Policies, Structure and Membership Consistently Exceeds Expectation	N/AEnsures integrity and strength of Board Leadership by assisting to recruit for capacity, using the approved metric, and addressing issues around clarity of Governance, Bylaws/Policies, Structure and Membership N/A
The Executive Director complies with all pertinent agreements, legislation, policies and laws, operating the organization in an ethical and morally appropriate manner.	Doesn't Meet ExpectationThe Executive Director complies with all pertinent agreements, legislation, policies and laws, operating the organization in an ethical and morally appropriate manner. Doesn't Meet Expectation	Inconsistently Meets ExpectationThe Executive Director complies with all pertinent agreements, legislation, policies and laws, operating the organization in an ethical and morally appropriate manner. Inconsistently Meets Expectation	Meets ExpectationThe Executive Director complies with all pertinent agreements, legislation, policies and laws, operating the organization in an ethical and morally appropriate manner. Meets Expectation	Often Exceeds ExpectationThe Executive Director complies with all pertinent agreements, legislation, policies and laws, operating the organization in an ethical and morally appropriate manner. Often Exceeds Expectation	Consistently Exceeds ExpectationThe Executive Director complies with all pertinent agreements, legislation, policies and laws, operating the organization in an ethical and morally appropriate manner. Consistently Exceeds Expectation	N/AThe Executive Director complies with all pertinent agreements, legislation, policies and laws, operating the organization in an ethical and morally appropriate manner. N/A
The Executive Director shall notify the Board and or/ shield the organization by acting on any information, practice or situation which may jeopardize the organization	Doesn't Meet ExpectationThe Executive Director shall notify the Board and or/ shield the organization by acting on any information, practice or situation which may jeopardize the organization Doesn't Meet Expectation	Inconsistently Meets ExpectationThe Executive Director shall notify the Board and or/ shield the organization by acting on any information, practice or situation which may jeopardize the organization Inconsistently Meets Expectation	Meets ExpectationThe Executive Director shall notify the Board and or/ shield the organization by acting on any information, practice or situation which may jeopardize the organization Meets Expectation	Often Exceeds ExpectationThe Executive Director shall notify the Board and or/ shield the organization by acting on any information, practice or situation which may jeopardize the organization Often Exceeds Expectation	Consistently Exceeds ExpectationThe Executive Director shall notify the Board and or/ shield the organization by acting on any information, practice or situation which may jeopardize the organization Consistently Exceeds Expectation	N/AThe Executive Director shall notify the Board and or/ shield the organization by acting on any information, practice or situation which may jeopardize the organization N/A
Works closely with community and civic leadership to understand needs, develop strong partnerships and create a collaborative relationship as shown by levels of support for or engagement in events and long-term planning, or projects.	Doesn't Meet ExpectationWorks closely with community and civic leadership to understand needs, develop strong partnerships and create a collaborative relationship as shown by levels of support for or engagement in events and long-term planning, or projects. Doesn't Meet Expectation	Inconsistently Meets ExpectationWorks closely with community and civic leadership to understand needs, develop strong partnerships and create a collaborative relationship as shown by levels of support for or engagement in events and long-term planning, or projects. Inconsistently Meets Expectation	Meets ExpectationWorks closely with community and civic leadership to understand needs, develop strong partnerships and create a collaborative relationship as shown by levels of support for or engagement in events and long-term planning, or projects. Meets Expectation	Often Exceeds ExpectationWorks closely with community and civic leadership to understand needs, develop strong partnerships and create a collaborative relationship as shown by levels of support for or engagement in events and long-term planning, or projects. Often Exceeds Expectation	Consistently Exceeds ExpectationWorks closely with community and civic leadership to understand needs, develop strong partnerships and create a collaborative relationship as shown by levels of support for or engagement in events and long-term planning, or projects. Consistently Exceeds Expectation	N/AWorks closely with community and civic leadership to understand needs, develop strong partnerships and create a collaborative relationship as shown by levels of support for or engagement in events and long-term planning, or projects. N/A
Ensures allocation of and maintenance of both the operating and reserve accounts as defined in policy, maintaining sufficient operating funds to ensure uninterrupted function of the organization.	Doesn't Meet ExpectationEnsures allocation of and maintenance of both the operating and reserve accounts as defined in policy, maintaining sufficient operating funds to ensure uninterrupted function of the organization. Doesn't Meet Expectation	Inconsistently Meets ExpectationEnsures allocation of and maintenance of both the operating and reserve accounts as defined in policy, maintaining sufficient operating funds to ensure uninterrupted function of the organization. Inconsistently Meets Expectation	Meets ExpectationEnsures allocation of and maintenance of both the operating and reserve accounts as defined in policy, maintaining sufficient operating funds to ensure uninterrupted function of the organization. Meets Expectation	Often Exceeds ExpectationEnsures allocation of and maintenance of both the operating and reserve accounts as defined in policy, maintaining sufficient operating funds to ensure uninterrupted function of the organization. Often Exceeds Expectation	Consistently Exceeds ExpectationEnsures allocation of and maintenance of both the operating and reserve accounts as defined in policy, maintaining sufficient operating funds to ensure uninterrupted function of the organization. Consistently Exceeds Expectation	N/AEnsures allocation of and maintenance of both the operating and reserve accounts as defined in policy, maintaining sufficient operating funds to ensure uninterrupted function of the organization. N/A

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