CUES Member Community

Expand all | Collapse all

CEO evaluation forms/process

  • 1.  CEO evaluation forms/process

    Posted Jul 09, 2019 04:33 PM
    Good afternoon,
     
    Would anyone be willing to share a blank version of their CEO evaluation form or process the Board uses to evaluate the CEO performance and compensation?
     
    Thank you in advance.
     
    Regards,
    Scott Meyer
    President & CEO
    Connect Credit Union
    954-318-1270 direct
     
     
     
     


  • 2.  RE: CEO evaluation forms/process

    Posted Jul 09, 2019 05:54 PM

     

    Scott, I can share one from my time at Reach (Tyco) FCU.  It worked well and we only tweaked it minorly each year.  I probably have an older version but it should be on members share too. 

     

    Let me know. 

    Sent from Mail for Windows 10

     






  • 3.  RE: CEO evaluation forms/process

    Posted Jul 10, 2019 06:46 AM
    Christine,
     
    Thank you. if you could forward what you have that would be great. I looked online in the library and was able to find sample CEO contracts and a real estate appraisal review form but could not locate a CEO performance appraisal.  It had been a while since I went to look for something shared online at the CUES site so maybe the library I was in is not the correct place.  All of the content appeared to have been posts for this past year, starting around the time the community changed.
     
    Thanks,
    Scott Meyer
    Connect CU
     





  • 4.  RE: CEO evaluation forms/process

    Posted Jul 15, 2019 05:24 PM
    Scott,

    I'm attaching four files re. CEO Evaluation.

    We do a Board evaluation of the CEO, a CEO-Self Evaluation, a Combined form to show the differences between the CEO 's and the Baoard's perception.

    We also allow our Emeritus Board members to weigh in so the CEO can get their opinions.

    Only the Board opinions however are used for the official evaluation, and help determine any proposed salary/benefits for the following year.

    Hope this helps out.  If it's usable, I'll follow up with a spreadsheet I developed to determine the amount of bonus pool, and the percentages for each level within each range for the CEO's goals.

    Hugh






  • 5.  RE: CEO evaluation forms/process

    Posted Jul 15, 2019 09:30 PM

    Hugh,

     

    Thank you for responding and sharing.  CUES is a great resource.

     

    Regards,

    Scott Meyer

    President & CEO

    Connect Credit Union

    smeyer@ConnectCU.org

    954-318-1270 direct