Performance evaluation and assessment


Leading by Design: a Special Retreat for Family Foundation CEOs

Posted on June 7, 2015 by Virginia M. Esposito, Gayle Williams, Jan Jaffe

The role of a family foundation CEO is unique, often bridging generations of family members, community leaders, staff, advisors and partners. Expectations can be challenging to meet and boundaries are sometimes vague and ever-changing. Success in this role requires a cadre of specialized leadership skills. This retreat will help you identify the roles essential to your position—and envision them with… Read More

Executive Director Position Description

Posted on December 8, 2014 by Anonymous

Description The Executive Director is responsible for establishing an efficient and effective infrastructure that enables seamless execution of grantmaking functions and heightens professionalism of the foundation’s operations. Working with the trustees, the Executive Director helps develop imaginative and effective grantmaking strategies and evaluates how to make the most positive impact on the communities served. Core Responsibilities Strategic Leadership of the… Read More

Executive director’s annual performance review

Posted on December 8, 2014

Planning & Organizing: Demonstrates an understanding of the Foundation’s mission and priorities; establishes effective courses of action to implement the goals and objectives set forth in the strategic plan. Judgement & Decisiveness: Makes well-timed and sound decisions; meets deadlines; solves problems promptly; sets appropriate priorities for tasks. Initiative: Sets high goals/standards of performance for self and others; originates action rather… Read More

Sample CEO Performance Reviews

Posted on October 8, 2014 by National Center for Family Philanthropy

A collection of sample CEO performance reviews collected in the NCFP Guide, Performance Review: The Complete Guide to Evaluating the Family Foundation CEO. CEO reviews are provided from the following family foundations: The Clowes Fund Max M. & Margorie S. Fisher Foundation Knott Foundation Jessie Smith Noyes Foundation Roy A. Hunt Foundation  … Read More

Governance and Compensation Committee Charter (the Wallace Foundation)

Posted on June 18, 2014 by The Wallace Foundation

The Governance and Compensation Committee of the Foundation’s Board of Directors (the Committee) assists the Board in fulfilling its responsibilities in governance and the oversight of total compensation practices. The Committee’s purpose is to oversee the governance processes of the Board of Directors; identify and recommend candidates for election to the Board of Directors and to serve as its officers;… Read More

Personnel Policies (the Wallace Foundation)

Posted on June 18, 2014 by The Wallace Foundation

From the introduction: We… recognize that as staff of a philanthropy we hold a ‘public trust.’ We must demonstrate in our grantmaking and every aspect of our business that we hold ourselves to the highest stand- ard of ethical behavior. We act with integrity, strive for transparency, and avoid any action that could be perceived as or create a conflict… Read More

Performance Review: Evaluating the Family Foundation CEO

Posted on September 13, 2012 by Virginia M. Esposito, Beth Casselman, Julie Fisher Cummings, Doug Bitonti Stewart

Little has been written about how to review the performance of family foundation CEOs. The job carries a unique set of roles and responsibilities including the special skills required to support effective board governance, work within the family’s culture, represent the family in the community, and engage in grantmaking in the context of the family’s legacy… Read More

Policy Central: Management and Staffing Policies

Posted on April 15, 2012

Included here are consultant agreements, employee handbooks, internship program descriptions, personnel policies, and polices on record retention, recruitment, reimbursement, personnel evaluation, and more. … Read More

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