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Board Evaluation Form - Page 1

Your name: _____________________

Date: __________________________

 5  4  3  2  1

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Evaluation Questions for the Board as a Whole:

1.

Does the Board have a full understanding

of its responsibilities?_________________________

2.

Is the Board structure clear? (officers,

committees, job descriptions) _____ ____________________

3.

Has the Board established clear goals resulting

from a relevant and realistic strategic planning

process?_________________________

4.

Does the Board stay on the policy and planning

level to guide the operational activities of the staff?_________________________

5.

Does the Board receive regular reports on financial

issues, budgets, product and program performance

and other important matters?_________________________

6.

Does the Board regularly monitor and evaluate the

progress toward strategic goals and product and

program performance?_________________________

7.

Does the Board effectively represent the credit

union to the membership? _________________________

8.

Does the Board effectively represent the credit

union to the community?_________________________

9.

Do Board meetings focus on important matters?_________________________

10.

Does the Board regularly evaluate and develop the

CEO?_________________________

11.

Has the Board approved comprehensive personnel

policies which have been reviewed by a qualified

professional?_________________________

12.

Does each Board member feel involved and

interested in the Board’s work?_________________________

13.

Are all necessary skills, stakeholders and diversity

represented by the Board?_________________________

14.

Has the Board encouraged a team concept among

director and management?_________________________

15.

Does a climate of mutual trust exist between the

Board and the CEO?_________________________

16.

Does the Board accept and encourage expression

of dissenting opinions?_________________________

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