Evaluation and Assessment

Community Health Center boards have very specific federally-regulated responsibilities (see the CHC Board Roles & Responsibilities page for details). How well is your board accomplishing these? How effectively is your board working?

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Evaluating the Executive Director’s Performance
Evaluating the Board of Directors’ Performance
Nonprofit Organizational Assessment

EVALUATING THE EXECUTIVE DIRECTOR’S PERFORMANCE

According to the Code of Federal Regulations, a CHC’s Board of Directors has “responsibility for approval for the selection and dismissal of a project director or chief executive officer of the center.” A key component of this responsibility is regular assessment of the Executive Director’s performance. Below are several sample ED evaluation forms that can be adapted for individual organizations.

Note: Please visit the ED/BOD Relationship page for additional ED information including sample job descriptions.

Sample ED Evaluation Forms:

For more executive evaluation information, visit these online resources:

Lifework Strategies
2010 CHAMPS/NWRPCA Annual Conference session presentation slides
Characteristics of an Effective Board and CEO Relationship Survey

EVALUATING THE BOARD OF DIRECTOR’S PERFORMANCE

A community health center’s Board of Directors should be evaluated by the Executive Director as well as by the individual board members. Results of this self-assessment process should give the board an indication of their strengths as well as areas that need improvement in their primary roles of goal setting, determining policy, funding strategy, financial and legal oversight, and evaluation.

The following questions will help the board review the satisfaction and effectiveness levels of individual board members:

  • Do volunteer board members feel respected?
  • Do they have the information they need to make decisions?
  • Do they understand their roles?
  • Do they enjoy their time on the board and committees?
  • Do they feel like they’re making a difference?

The following online board governance assessment tools and resources will help determine if the board is meeting its responsibilities:

Center for Healthcare Governance
Board Quality Education Program: A Self-Assessment Tool

Florida Association of Community Health Centers, Inc.
Board Self Evaluation Questionnaire (long form)
Board Self Evaluation Questionnaire (short form)

Health Resources and Services Administration (HRSA)
Sample Board Self Evaluation
Sample Board Self Evaluation – Delaware
Sample Board Self Evaluation – Sumter

Lifework Strategies
2010 CHAMPS/NWRPCA Annual Conference session presentation slides
Characteristics of an Effective Board and CEO Relationship Survey

Managementhelp.org
BOD Self-Evaluation

Nonprofit Risk Management Center: Good Governance is Sound Risk Management
Considerations for Assessing an Organization’s Governance Practices

Tennessee Primary Care Association
Board Self-Evaluation Form

Wisconsin Primary Health Care Association
Board Effectiveness Survey
Board Self-Evaluation Form

Note: Many of the Nonprofit Organizational Assessment resources listed below include governance components which can be used to augment the resources listed above.

NONPROFIT ORGANIZATIONAL ASSESSMENT

The Code of Federal Regulations tasks community health center boards with evaluating center activities while assuring that the center is operated in compliance with all applicable laws and regulations. The following online organizational assessment tools will help boards determine the organization’s effectiveness in areas ranging from program evaluation to financial management and long-term planning.

BetterEvaluation.org
Evaluating the Performance of an Organization

Bridgestar
Becoming a More Effective Nonprofit Board

Managementhelp.org
Checklist of Nonprofit Organizational Indicators
Checklist to Assess Financial Activities in Nonprofit Organizations
Checklist to Evaluate a Nonprofit Board of Directors

McKinsey
Organizational Capacity Assessment Tool