1. Leadership Self-Evaluation February 17th, 2016 Dr
Leadership Self-Evaluation February 17th, Dr. Terry Croy Lewis Vice President of School Quality and Support Colorado League of Charter Schools

2. Agenda Board Continuous Improvement School Leader Evaluation
Professional Development
Board Meeting Evaluation
Annual Self-Evaluation
External
School Leader Evaluation
Common Mistakes
General Principles
Process and Timeline
Samples

3. Board Continuous Improvement: Professional Development
Board PD should be an ongoing part of the board’s work.
Webinars
CDE Governance Modules
Regional Trainings
Customized Training
Conferences
Mini-Trainings at Board

4. Board Continuous Improvement: Board Meeting Evaluation
Quick self-evaluation at the end of each meeting
What is working well?
Practices the board wants to maintain
Opportunities for improvement
Action oriented, specific, realistic

5. Board Meeting Evaluation
Celebrations
Areas for Growth
Open, honest conversation
Everyone participated
Clear next steps for action
We stuck to the agenda and didn’t get off track
Materials provided in advance were helpful
Monitor noise level
Group commits to not texting or ing during meeting
Explain educational jargon; don’t assume we all know it
Have a 5 minute break ½ through
Commit to starting on time

6. Annual Self-Evaluation
Recommendation – Include a couple of questions about the board’s work on the annual staff and family satisfaction surveys
Self-evaluation – each board members should take this annually
Focus on the individual’s work and board’s collective work
Make time to discuss the results

7. Practice Activity Rate your board
Review the 10 primary board responsibilities and evaluate how your board is currently meeting each responsibility using the following ratings:
1 = Every board member understands what this responsibility means in practice and we are consistently doing this.
2 = Most board members understand what this responsibility means in practice and we doing this most of the time.
3 = Many board members do not understand what this responsibility means in practice and we aren’t doing this consistently at all.
4 = We didn’t know this was one of our responsibilities and we aren’t doing it.

8. REVISED IN 2013 Strong Board Governance– Standard 9
The governing board…
promotes the vision and mission of the school through a strong governance structure.(9.a)
promotes the vision and mission of the school through strategic planning. (9.b)
policies adhere to legal obligations as a public entity. (9.c)
engages in quality, needs-based professional development.(9.d)
provides guidance in program assessment and renewal processes. (9.e)
has a clear plan for hiring, retaining, supporting and evaluating the lead administrator. (9.f)
demonstrates effective use of meetings and committees.(9.g)
supports the mission/vision of the school by securing strong relationships with internal and external stakeholders. (9.h)

9. Sample Self Evaluation
Responsibility
Strongly agree
Some-what agree
Some-what disagree
Strongly Disagree
Determine the School’s Mission and Vision
Select and Support the School Leader and Review His/Her Performance
Approve and Monitor the School’s Programs and Services
Ensure Adequate Resources
Ensure Effective Fiscal Management

10. Sample Self Evaluation
Responsibility
Strongly agree
Some-what agree
Some-what disagree
Strongly Disagree
Engage in Strategic Planning
Carefully Select and Orient New Board Members
Understand the Relationship between Board and Staff
Organize itself so that the Board Operates Efficiently
Ensure Sound Risk Management Policies
Enhance the School’s Public Image

11. Individual Self Evaluation
Strongly agree
Some-what agree
Some-what disagree
Strongly Disagree
I understand the school’s mission and vision.
I support the mission and vision.
I have a good working relationship with other board members and the school leader.
I am knowledgeable about the school’s philosophy of education, major programs, and services?
I follow trends and important developments in education and charter school policy.
I assist in fundraising by, for example, identifying prospective donors, personally asking others to make a contribution, or signing thank-you notes to contributors.

12. External Evaluation – CSSI Visit/Rubrics

13. School Leader Evaluation
Why don’t boards evaluate the school leader?
It’s easy to let the school leader evaluation get pushed to the back burner since other issues seem more pressing.
The school leader may be reluctant to be evaluated.
Most boards don’t understand the educational side of the school and don’t know how to evaluate it.
Boards often create a process that is too quick or superficial to be meaningful or too involved and unwieldly.

14. Common Mistakes
Rushing into the process at the end of the school year.
Having an inappropriate or ineffective timeline for the process.
Not creating a written process detailing how the evaluation will be conducted that is voted on by the full board and is reviewed with the school leader ahead of time.
Not using important documents, including: charter contract, strategic plan, school leader job description.

15. School Leader: Evaluation Process
SB 191
Align to job description and school goals
Committee and timeline
Checklist for an effective evaluation process:
Steps
+/-
Make sure that the school leader evaluation is a yearlong process of exchanging feedback between the board and the school leader.
Create some goals for your process with your school leader –actually write down what the board and the school leader want to achieve with this process and use this as a check to make sure your process is doing these things.
Create a school leader evaluation committee.
Have a committee create a written process that details what will happen throughout the year, the timeline, and who is responsible.
Have this process approved by the full board.
Have the committee create evaluation tools.
Have evaluation tools approved by the full board.

16. General Principles to Guide the Performance Evaluation Process
Process and evaluation should be easy to administer
Should capture and acknowledge results and accomplishments, as well as identify development opportunities
Strive to have a fair, data/fact driven process with no surprises
School leader should have the opportunity into the evaluation process
Include a self-assessment process
Seek continuous improvements based on
learning, and research based data

17. School Leader Timeline
Late Summer/Prior to Start of School
Set performance goals for the school year
Board reviews and approves plan
December/January-Mid-Year Evaluation
School leader writes mid-year self-assessment against goals
Board reviews, gives performance feedback, approves
Board President provides collective board feedback, delivers mid-year performance evaluation
Decision for contract renewal
Spring – Year End Evaluation
School leader writes year-end self-assessment
Feedback is collected
Board reviews, provides performance feedback, approves
Board President provides collective board feedback, delivers
mid-year performance evaluation

18. Sample Strategic Dashboard

19. School Leader Sample Executive Director of Schools Evaluation Form
Academic Year:
Evaluee:
Evaluator:
Date of Evaluation:

20. Resources
Governance Training Modules – FREE 15 hours of training on-demand –
Colorado League of Charter Schools – or
Colorado Department of Education Schools of Choice Unit –

21. Any questions? Feel free to contact us:
Terry Croy Lewis, Colorado League of Charter Schools,
Peg McMillen, CDE, Charter School Support & Grant Manager,
Kelly Rosensweet, CDE, Charter and Innovation Schools Support Coordinator,