Ohio School Boards Association
Sample
Treasurer’s Performance Appraisal System
This treasurer’s performance appraisal system will serve several purposes. Most importantly,
it will link the treasurer assessment to the district’s long-range plan by establishing a set of
annual performance objectives for the treasurer. This performance appraisal system should
facilitate communication and understanding between the board and treasurer, commend the
treasurer for accomplishments and point out weaknesses, suggest ways for the treasurer to
improve, and facilitate and document decisions made regarding the treasurer’s employment.
A well-designed performance appraisal system requires the board and treasurer to
cooperatively establish each year’s performance objectives at the beginning of the annual
evaluation cycle (see Table 1). The performance objectives should be as specific and
measurable as is practical. They will vary from year to year, depending on the district’s
needs. The evaluation will consistently emphasize performance by placing the weight of the
evaluation on how successfully the treasurer has met the pre-established performance
objectives. Essential job functions, other responsibilities and professional characteristics are
also evaluated, often by using a checklist approach. However, the performance objectives,
themselves, and the board’s evaluation of the treasurer’s performance in meeting those
objectives will largely appear in an essay format.
The board and treasurer should meet at least once around mid-year to evaluate the treasurer’s
progress. This evaluation will also afford the board an opportunity to amend the treasurer’s
performance objectives. The final evaluation will be preceded by a pre-appraisal meeting at
which the treasurer presents a detailed self-evaluation and responds to board members’
questions and concerns. Afterwards, each board member completes an individual evaluation,
which are compiled by the board president or his/her designee. The board’s collective
evaluation is then reviewed by the board prior to presenting it to the treasurer in executive
session.
The final evaluation meeting should occur at the end of the annual evaluation cycle. This
meeting will be given over entirely to the evaluation, and all board members must attend. At
this time the board will present its final evaluation to the treasurer. That evaluation should
focus on how successfully the treasurer met the pre-established performance objectives. The
evaluation should note both successes and failures, be moderate in tone, and offer
suggestions for improvement. The board should invite the treasurer’s participation during
this evaluation, and the treasurer will provide a written response within three weeks. That
response will become part of the final evaluation.
The board and treasurer will begin formulating performance objectives for the coming year
within one month of the final evaluation.
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Table 1
Treasurer Evaluation Cycle
Month
Activity
Immediately (one time only)
Adopt a board policy statement of treasurer
evaluation.
1-2 (not necessary if already established)
Develop treasurer’s job description,
policy on board/treasurer responsibilities, at least tentative
district plans.
1-2
Board and treasurer develop performance objectives.
4
Progress report and feedback.
6-7
Midyear review.
8-9
Progress report and feedback.
10-11
Treasurer prepares self-evaluation.
11
Treasurer presents self-evaluation to board at pre-appraisal
meeting.
11-12
Board prepares final evaluation in executive session.
12
Board presents final evaluation to treasurer at appraisal
meeting.
12
Treasurer writes reply to evaluation.
12-13
Board and treasurer begin developing performance
objectives for the following year.
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Ohio School Boards Association
__________________________________School District
Treasurer Performance Evaluation
from ___________ to ___________
Name of Treasurer: __________________________________________________________________
I. Professional Characteristics:
Needs Improvement
Meets or exceeds
(see comments below)
expectations
Leadership
Creates a feeling of unity and enthusiasm in district
decisions and ideas are respected— encourages
people to want to do their best.
[ ]
[ ]
Honesty
Can be relied upon to be straightforward and honest
even under difficult circumstances.
[ ]
[ ]
Trust
Fair dealings with people create feelings of trust and
belief.
[ ]
[ ]
Responsible
Follows through on all commitments, accepts
responsibility for successes and failures--doesn’t
blame others.
[ ]
[ ]
Steadiness
Quick thinking and reliable under stress or in an
emergency.
[ ]
[ ]
Respect
Demonstrates consideration for and sincerity toward all
district patrons, students, staff, and board members—is
respected and regarded as a role model.
[ ]
[ ]
Confidence
Has confidence in his/her abilities, but is open to the
thoughts and ideas of others. Gains confidence of public,
staff, and students.
[ ]
[ ]
Flexibility
Adjusts to new situations and responds effectively to sudden
changes in conditions.
[ ]
[ ]
Cooperation
Is able to work well with people who represent opposing
views—is tolerant. Can mediate disputes.
[ ]
[ ]
Innovation
Finds creative ways to resolve difficult problems and is
aware of new developments in the field of education.
[ ]
[ ]
Decisive
Assumes responsibility for taking a stand when
necessary—uses a decision-making process that is
[ ]
[ ]
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thorough and open to input.
Needs Improvement
Meets or exceeds
(see comments below)
expectations
Responsive
Thinks quickly, but avoids over reaction, responds to
peoples’ concerns even when the answer is “no.”
[ ]
[ ]
Judgment
Uses common sense and good judgment in the course
of routine and more serious matters. Can be relied
upon for wise and thoughtful advice.
[ ]
[ ]
Insightful
Is alert and sensitive to issues and concerns before
they become major problems. Sees the “big
picture” while understanding the details.
Anticipates outcome of decisions.
[ ]
[ ]
Openness
Willing to accept criticism and new ideas without
defensiveness.
[ ]
[ ]
Supportive
Endorses and openly supports the policies,
procedures, and philosophy of the Board and
supports staff and students.
[ ]
[ ]
Knowledgeable
Understands school district management as well as
educational programs.
[ ]
[ ]
Enthusiastic
Shows interest and enthusiasm in work and in
people—demonstrates initiative and persistence in
spite of setbacks.
[ ]
[ ]
Comments:
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
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II. Essential Job Functions:
Needs Improvement
Meets or exceeds
(see comments below)
expectations
Budget and Finance
[ ]
[ ]
• can explain the state school budgeting process, the levy law, and other laws and regulations related to
budgeting
• can explain how to develop and implement budgeting and accounting control procedures
• can describe ways to restore financial stability to a district with financial problems
• can review a budget printout and note irregularities and areas of potential future concern
• can describe how to supervise purchasing, payroll, and other fiscal matters
• can forecast revenue shortfalls and enrollment changes
• can speak knowledgeably on general aspects of school district budgeting — knows where to go for advise and
assistance
• can explain how to successfully campaign for levy or bond issues
Decision Making Skills
[ ]
[ ]
• clearly understands role of board, superintendent, and treasurer in decision-making process
• has established an effective management team, able to coordinate decision making with other administrators
• recognizes situations that call for independent judgment and quick thinking — prefers sole responsibility for
Decision-making
• can describe decision in which the board should participate — provides evidence of a decision-making style
that places emphasis on board involvement
• knows from experience how authority and responsibility can be effectively delegated — yet oversight is
retained
• can integrate statistical data into the decision making process
Board/Treasurer/Superintendent Relations
[ ]
[ ]
• works effectively with the board president and superintendent between meetings
• knows the difference between policy and administration in specific areas
• has a variety of ways to keep the board informed
• can outline a program for board development
• has effective ways to cut back on length of board meetings and board involvement on routine matters
• can outline a program of board/district long-range financial planning
• demonstrates willingness to assume the lead in decision making while keeping the board informed
• provides options and recommendations, but accepts board directives
• can motivate the board to maintain its leadership role as body responsible for education in the community
Operations, Support Services and Facilities
[ ]
[ ]
• knows the steps involved in planning new or remodeled facilities and/or dealing with school construction
• has managed an effective program for supervision of buildings and grounds maintenance
• knows how to plan for energy conservation, asbestos removal and other facility programs
• knows how to organize and operate an effective and efficient transportation program
• knows the components of efficient food service programs
• has managed the operation of a school plant
• knows procedures for assessing and improving district operations in all support service areas
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• can identify ways to establish cooperative programs for some support services
Needs Improvement
Meets or exceeds
(see comments below)
expectations
Personnel Management
[ ]
• has demonstrated skills in supervising employees at all levels
• has used a process for recruiting and selecting effective staff
• has developed a program for staff evaluation and corrective action
• can assist with contract negotiations for the district
• knows the components of effective personnel policies, procedures, and practices
• has experience developing and coordinating staff in-service programs
[ ]
Leadership Skills
[ ]
[ ]
• uses effective process for achieving cooperation and consensus where these has been disagreement
• uses effective ways to regain authority or control where management has lost influence
• has experience motivating staff and students, bolstering morale and generating enthusiasm
• has used innovative ways to solve problems without new resources—very creative
• has effected change in spite of some reluctance on the part of staff
• has experience reorganizing staff, revising procedures, and implementing policy changes
Comments:
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
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III. Other Specific Duties and Responsibilities:
Needs Improvement
Meets or exceeds
(see comments below)
expectations
______________________________________________________
[ ]
[ ]
______________________________________________________
[ ]
[ ]
______________________________________________________
[ ]
[ ]
______________________________________________________
[ ]
[ ]
______________________________________________________
[ ]
[ ]
______________________________________________________
[ ]
[ ]
______________________________________________________
[ ]
[ ]
______________________________________________________
[ ]
[ ]
______________________________________________________
[ ]
[ ]
______________________________________________________
[ ]
[ ]
______________________________________________________
[ ]
[ ]
______________________________________________________
[ ]
[ ]
Comments:
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
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IV. Evaluation of Treasurer in Attaining Established Performance Objectives
As Set at the Last Evaluation
Comments:
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
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V. Establishment of Performance Objectives For The Coming Year:
District Goal 1: ____________________________________________________________________________
__________________________________________________________________________________________
Treasurer Performance Objectives:
1.1_______________________________________________________________________________________
__________________________________________________________________________________________
1.2_______________________________________________________________________________________
__________________________________________________________________________________________
1.3_______________________________________________________________________________________
__________________________________________________________________________________________
District Goal 2: ____________________________________________________________________________
__________________________________________________________________________________________
Treasurer Performance Objectives:
2.1_______________________________________________________________________________________
__________________________________________________________________________________________
2.2_______________________________________________________________________________________
__________________________________________________________________________________________
2.3_______________________________________________________________________________________
__________________________________________________________________________________________
District Goal 3: ____________________________________________________________________________
__________________________________________________________________________________________
Treasurer Performance Objectives:
3.1_______________________________________________________________________________________
__________________________________________________________________________________________
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3.2_______________________________________________________________________________________
__________________________________________________________________________________________
3.3_______________________________________________________________________________________
__________________________________________________________________________________________
District Goal 4: ____________________________________________________________________________
__________________________________________________________________________________________
Treasurer Performance Objectives:
4.1_______________________________________________________________________________________
__________________________________________________________________________________________
4.2_______________________________________________________________________________________
__________________________________________________________________________________________
4.3_______________________________________________________________________________________
__________________________________________________________________________________________
District Goal 5: ____________________________________________________________________________
__________________________________________________________________________________________
Treasurer Performance Objectives:
5.1_______________________________________________________________________________________
__________________________________________________________________________________________
5.2_______________________________________________________________________________________
__________________________________________________________________________________________
5.3_______________________________________________________________________________________
__________________________________________________________________________________________
District Goal 6: ____________________________________________________________________________
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__________________________________________________________________________________________
Treasurer Performance Objectives:
6.1_______________________________________________________________________________________
__________________________________________________________________________________________
6.2 _______________________________________________________________________________________
__________________________________________________________________________________________
6.3_______________________________________________________________________________________
__________________________________________________________________________________________
District Goal 7: ____________________________________________________________________________
__________________________________________________________________________________________
Treasurer Performance Objectives:
7.1_______________________________________________________________________________________
__________________________________________________________________________________________
7.2_______________________________________________________________________________________
__________________________________________________________________________________________
7.3_______________________________________________________________________________________
__________________________________________________________________________________________
District Goal 8: ____________________________________________________________________________
__________________________________________________________________________________________
8.1_______________________________________________________________________________________
__________________________________________________________________________________________
8.2_______________________________________________________________________________________
__________________________________________________________________________________________
8.3_______________________________________________________________________________________
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__________________________________________________________________________________________
District Goal 9:_____________________________________________________________________________
__________________________________________________________________________________________
Treasurer Performance Objectives:
9.1_______________________________________________________________________________________
__________________________________________________________________________________________
9.2_______________________________________________________________________________________
__________________________________________________________________________________________
9.3_______________________________________________________________________________________
__________________________________________________________________________________________
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VI. Comments by Employee:
Comments:
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
Date:_____________________________
Board Member_______________________________________
Date:_____________________________
Treasurer_______________________________________
(Signature of employee does not indicate approval or disapproval)
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