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Board Evaluation Form - Page 2

Your name: _____________________

Date: __________________________

Name of Board Member being evaluated:__________________________

  5    4   3   2   1

VeryGoodAvg.FairPoor

Good

Evaluation Questions for Individual Board Members:

Does the Board member:

1.

Have a full understanding of the responsibilities of the

Board?_________________________

2.

Understand the organization’s mission and vision?_________________________

3.

Have an awareness of the products, services and

pricing offered by the credit union?_________________________

4.

Use the credit union’s products and services?_________________________

5.

Carry out the duties of his office (Chair, Vice-Chair,

Treasurer, Secretary) well and according to the job

description?_________________________

6.

Keep in mind the interest of the members and leave

pursuit of personal gains or personal agendas behind?_________________________

7.

Attend meetings regularly?_________________________

8.

Serve on Committees as needed?_________________________

9.

Read the Board packet prior to the meeting and ask

questions of the CEO or Chairman prior to the meeting?_________________________

10.

Read periodicals concerning the financial services

industry?_________________________

11.

Ask pertinent questions when at the Board Meeting?_________________________

12.

Ask clear questions at the Board Meeting?_________________________

13.

Remember the importance of using diplomatic

language?_________________________

14.

Refrain from attempting to direct the work of staff members

or management?_________________________

15.

Seem unafraid to ask tough questions?_________________________

16.

Persist in asking tough questions if he or she feels the

question has not been answered in a satisfactory

manner _________________________

17.

Remain up-front and clear about his or her concerns

and intentions rather than using rumor, coercion and

manipulation to attain results?_________________________

18.

Keep ‘politics’ to a minimum?_________________________

19.

Attend conferences and conventions related to good

business practices, financial institutions, and/or credit

unions?_________________________

20.

Occasionally bring new ideas to the meetings?_________________________

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