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CEO Evaluation

View the CEO Evaluation – Instructions

Rank answers from 1 to 5:
  • 1 – well below expectations
  • 2 – below expectations
  • 3 – meets expectations
  • 4 – above expectations
  • 5 – well above expectations

Section I: Management Factors

(constitutes 55% of overall rating)
Strategic Planning(Required)
Ensures the development of a long-term strategy; establishes objectives and plans that meet the needs of Policy Holders, customers, employees, and all corporate stakeholders; ensures consistent and timely progress toward strategic objectives; obtains and allocates resources consistent with strategic objectives.
Succession Planning(Required)
Develops, attracts, retains, motivates, and supervises an effective senior management team capable of achieving objectives; provides for management succession.
Leads the company and sets a philosophy that is well understood, widely supported, consistently applied, and effectively implemented.
Utilizes subordinates effectively. Allocates decision-making and other responsibilities to the appropriate subordinates.
Actively attempts to influence events to achieve goals; is self-starting rather than exhibiting passive acceptance. Takes action to achieve goals beyond what is necessarily called for; originates action.
Exhibits readiness to make decisions, renders judgments, takes action, or commits oneself.

Section II: Goals and Objectives

(constitutes 30% of overall rating)
Financial Results(Required)
Establishes appropriate annual and longer-term financial objectives and manages to consistently achieve these goals; ensures that appropriate systems are maintained to protect assets and maintain effective control of operations.
Operating Results(Required)
Establishes appropriate operating targets and goals (e.g., employee engagement, customer satisfaction, compliance, operating metrics) and leads the organization to consistently achieve these targets, promoting and maintaining a strong focus on continuously improving the efficiency and effectiveness of the operating model.

Section III: General

(constitutes 15% of overall rating)
Human Resources/EEO(Required)
Ensures the development of effective recruitment, training, retention and personnel communications plans and programs to provide and motivate the necessary human resources to achieve objectives; establishes and monitors programs to provide equal opportunity employment for minority employees.
Serves as chief spokesperson, communicating effectively with members and all stakeholders.
External Relations(Required)
Ensures that the company and its operating units contribute appropriately to the well-being of their communities and industries. Represents the company in community and industry affairs.
External Relations(Required)
Ensures timely filing of accurate reports, returns, and other similar documents required of company by all regulatory and taxing authorities.
Board Relations(Required)
Works closely with members of the board of directors to keep them fully informed on all important aspects of the status and development of the company. Facilitates the board’s governance, composition, and committee structure. Implements board policies and recommends policies for board consideration.
Tolerance for Stress(Required)
Exhibits stability of performance under pressure and/or opposition.
Organizational Vision(Required)
Perceives how one’s decisions impact on other parts of the organization; also recognizes how factors in other parts of the organization, or outside the organization affect one’s own department, division, etc.