CEO/General Manager
Appraisal
Prepared
by the
National Rural Electric Cooperative Association
Arlington, Virginia
Part One
Accomplishments on
Previous Goals
CEO/GENERAL MANAGER
Accomplishment of Previous Goals
Part 1
Goal # ___
______
CEO/General Manager's Report on the Goal:
(attach report if necessary)
______
Board Member Response:
Do You Agree With the CEO/General Manager’s Report? Yes No
If “No,” Why:
______
Other Comments:
______
______
Part Two
Performance Appraisal
Standards
CEO/GENERAL MANAGER
Performance Appraisal Standards
Part 2
Organizational Vision
Standards:Demonstrates ability to effectively guide the organization through the use of
clear vision. Plans strategically and articulates the organization’s corporate mission, goals and strategies. Adjusts to changing environmental factors in a timely manner.
_____Meets Standards
_____ Exceeds Standards
_____ Needs Improvement
Explanation/Comments:
Cooperative Leadership
Standards:Follows cooperative principles in managing the organization’s business. Demonstrates willingness to collaborate with others in the rural electric network. Accepts leadership roles and carries out responsibilities in a professional manner.
_____Meets Standards
_____ Exceeds Standards
_____ Needs Improvement
Explanation/Comments:
Board Relations
Standards:Keeps board informed of important industry issues and the performance of the
cooperative. Brings wellthoughtout recommendations for the board's consideration.
Actively builds the trust and support of the board. Encourages the board to work together effectively. Encourages innovative thinking on the part of the board.
_____Meets Standards
_____ Exceeds Standards
_____ Needs Improvement
Explanation/Comments:
Electric System Operations
Standards:The electric system is designed and maintained on a planned, systematic basis. New service requests are handled promptly. Outages are kept to acceptable minimums and service is restored promptly. Power quality, line loss and other benchmark measures are within normal levels.
_____Meets Standards
_____ Exceeds Standards
_____ Needs Improvement
Explanation/Comments:
Organizational Effectiveness
Standards:Takes initiative to ensure that the organization is designed and staffed to meet a changing competitive environment. Effectively employs the use of technology. The organization is evaluated and benchmarked against peers. The General Manager has developed a structure and workforce where individuals can reach their potential.
_____Meets Standards
_____ Exceeds Standards
_____ Needs Improvement
Explanation/Comments:
Member/Community Relations
Standards:Sets the tone for the cooperative as being responsive to its members. Stays in touch with member concerns and ensures that useful informational and educational programs are developed and carried out. Uses objective methods to measure member expectations and satisfaction. Works with local leaders and civic organizations to increase awareness of the cooperative's value to the communities it serves.
_____Meets Standards
_____ Exceeds Standards
_____ Needs Improvement
Explanation/Comments:
Competitiveness
Standards:Demonstrates knowledge of current and emerging competitive issues. Identifies and implements specific strategies to ensure that the system is rate competitive. Creativity and innovation are used to find new solutions, services and products that enable the cooperative to compete effectively.
_____Meets Standards
_____ Exceeds Standards
_____ Needs Improvement
Explanation/Comments:
Financial
Standards:A long range financial plan has been adopted. Meaningful budgets are developed in a timely manner. Expenses are accurately tracked and reported. Cash reserves are prudently invested. Financial targets are met. Costbenefit analyses are conducted and sound financial principles are followed.
_____Meets Standards
_____ Exceeds Standards
_____ Needs Improvement
Explanation/Comments:
Employee Relations
Standards:Creates a positive work environment for employees and encourages teamwork. Delegates effectively to key staff. Keeps employees informed about industry issues and trends and influences them to adapt to change. Assures that competent individuals are hired, trained and promoted. Empowers employees to make decisions that will improve the performance of the company.
_____Meets Standards
_____ Exceeds Standards
_____ Needs Improvement
Explanation/Comments:
Subsidiaries/Other Businesses (if applicable)
Standards:Follows sound business plans in managing diversified operations. Ensures that board members receive accurate financial reports and marketing results.
_____Meets Standards
_____ Exceeds Standards
_____ Needs Improvement
Explanation/Comments:
Part Three
Goal Suggestions
and
Performance Summary
CEO/General Manager’s Goals
for the Next Appraisal Period
Part 3
The Board and CEO/General Manager should agree to a set of goals. Record your ideas below:
Goal # __
______
Goal # __
______
Goal #__
______
Goal #__
______
Goal #__
______
Other Comments:
Overall Evaluation
_____ Exceeds Performance Standards
_____ Meets Performance Standards
_____ Needs Improvement
This appraisal has been discussed with me
CEO/General Manager Date
On behalf of the Board of Directors
Board President Date