Your community, the library and the board’s priorities will determine what factors to consider when evaluating the performance of the director. The following list gives you some points to consider.
Preparing and managing the budget
- Is the preparation work completed in a timely manner for the Board?
- Does the budget cover all necessary expenses?
- Are funds allocated or reserved for unanticipated contingencies?
- Are the funds allocated effectively?
- Are major corrections to the budget during the fiscal year avoided?
Managing the staff
- Are positive management/staff relations maintained?
- Are fair and equitable policies proposed for Board adoption and then fairly administered?
- Have grievances been filed? If so, what is their nature?
- Are innovations in service delivery and technology studied thoroughly and implemented if they fit the needs of the library and are proven to be cost effective?
- Does the director maintain current knowledge of best library practice?
- Is the staff encouraged and assisted in learning about best library practice?
- How adequately does the library identify needs and interests in the community and translate these into the library’s collection and services?
- Have priorities been established to enable the library to respond to a potential budget cut?
Implementation of board decisions
- Are board decisions implemented on a timely basis?
- Once board decisions have been made, does the director support and not undermine them?
Use of the library
- How effectively are the current and new services of the library communicated to the public?
- Are circulation trends, program attendance, reference questions, Internet use and other uses of the library analyzed with appropriate action taken?
- Is the selection process designed to ensure that the best person is hired?
- Is the selection process consistent with legal requirements?
Development of staff
- Does staff receive training adequate to perform their jobs?
- Is staff encouraged to develop career goals and/or goals for learning new skills?
- Does the director promote staff development and support it with funding?
Use of staff
- Have peak service hours been identified and staff assigned accordingly?
- Are staff functions analyzed periodically with the objective of combining or eliminating tasks or creating new assignments?
- Are staff workloads equitable?
- Are job descriptions current?
- Does the director conduct regular performance evaluations?
- Does the library have a current plan and does the plan reflect board priorities?
- Is the plan updated to reflect changing circumstances?
- Are the director’s activities and accomplishments consistent with the plan?
- Is the plan flexible enough to allow for changing circumstances?
- Does the director provide enough information to the board about implementing the plan?
Miscellaneous rating factors
- Are “hard decisions” made and implemented or are they deferred or ignored?
- Does the director display initiative?
- Does the director make decisions objectively or do personal biases intrude?
- Is the director open with the board about both accomplishments and problems?
- Does the director set an example for other staff through professional conduct, high principles, good work habits, etc.?
As stated earlier, the format and procedure for director evaluation must be worked out by each board and should be agreed upon by the board and director at the beginning of the evaluation period. Here is a sample form to give boards a starting point.