Lead Executive Performance Assessment Guide

Shared by AFHTO & Accompass

Created November 2018

To assist FHT boards with their fiduciary duty to regularly measure and assess the performance of the lead executive of the organization, a Performance Assessment Guide has been developed by Accompass.

This optional guideline provides FHT boards with a simple and straightforward process to follow when conducting the annual performance evaluation for their lead executive:

• Lead Executive Performance Guide (doc)
• To view the Governance Webcast Series: ED Performance Management Webinar & Materials that discusses this guide, click here

If you have any questions, please contact info@afhto.ca 

Resource includes:

1. Introduction
2. Lead Executive Performance Assessment Process
   1. How to use the guide
   2. Setting performance and development objectives
   3. Mid-year performance review and discussion
   4. Self-assessment summary
   5. Performance assessment and discussion
   6. Ongoing communication and interim progress reviews
3. Interpreting and Applying Performance Assessment Results
4. Appendix
   1. Lead Executive Illustrative Work tasks
   2. Lead Executive Performance Goal Forms
   3. Lead Executive Self-Assessment Form
   4. Board Assessment Form
   5. Lead Executive Performance Goal Forms – Illustrative Examples