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CBA Exhibit 1 – Performance Assessment Guide

Role Expectation:
Educational Leadership

Superintendent Evaluation
Evidence

Quality Indicators

  • Provides leadership in all matters relating to education in the District.
  • Ensures students in the District have the opportunity to meet the standards of education set by the Minister.
  • Implements education policies established by the Minister.

Internal Report

  • AERR:
  • Satisfaction survey information
  • PAT results
  • Diploma results
  • Completion rates
  • Trends and Issues
  • Superintendent recommen­dations to Three-Year Planning process
  • The Superintendent conducts an analysis of student success and ensures school principals develop action plans to address concerns
  • The Superintendent identifies trends and issues related to student achievement to inform the Three-Year Planning process, including recommen­dations for innovative means to improve measurable student achievement
  • Parents and students are satisfied with levels of achievement
  • There is measurable improved student achievement over time

External Report

  • Feedback from Alberta Learning  re: AERR
  • The Superintendent meets Alberta Learning's expectations re: AERR format and process and content
  • The Superintendent meets all timelines with provision for appropriate Board input relative to the AERR

Direct Board Observation

  • AERR
  • The Superintendent ensures the District’s academic results are published

Role Expectation:
Fiscal Responsibility

Superintendent Evaluation
Evidence

Quality Indicators

  • Ensures the fiscal management of the District by the Associate Superintendent, Business and Finance is in accordance with the terms or conditions of any funding received by the Board under the School Act or any other applicable Act or regulation.
  • Ensures the District operates in a fiscally responsible manner, including adherence to recognized accounting procedures.

Internal Report

  • Superintendent confidential communications to the Board showing notification of litigation
  • The Board is informed immediately regarding pending litigation

External Report

  • Auditor's Report
  • Auditor's Management Letter
  • Generally accepted accounting practices are being followed
  • Adequate internal financial controls exist and are being followed
  • All collective agreements and contracts are being administered and interpreted so staff and contracted personnel are being paid appropriately and appropriate deductions are being made
  • School budgets are expended as per  approvals
  • The Board is informed annually about incurred liabilities

Role Expectation:
Personnel Management

Superintendent Evaluation
Evidence

Quality Indicators

  • Has overall authority and responsibility for all personnel-related issues, save and except: the development of mandates for collective bargaining and those personnel matters precluded by Board policy, legislation or collective agreements.
  • Monitors and improves the performance of all staff.
  • Staffs the organization in a manner that ensures that educational and administrative functions are carried out effectively.

Internal Report

  • Superintendent reports re: personnel-related actions (e.g., staff professional development and leadership development, orientation, discipline, evaluation, recognition and supervision)
  • School Growth Plans

  •  Develops and effectively implements quality recruitment, orientation, staff development, disciplinary, evaluation and supervisor processes
  •  Models commitment to personal and professional growth
  •  Fosters high standards of instruction and professional improvement (Quality Teacher Standards)
  • Provides for training of adminis­trators and the development of leadership capacity within the District

Direct Board Observation

  • Board observations
  • Follows Board personnel policies

Role Expectation: Policy

Superintendent Evaluation Evidence

Quality Indicators

  • Provides leadership in the planning, development, implementation and evaluation of Board policies.

Internal Report

  • Policies in manual and revisions this past year
  • Monthly Superintendent Reports
  • Year end summary report by the Superintendent
  • The Superintendent appropriately involved individuals and groups in the policy development process
  • Taking leadership in bringing policies to Board for review
  • Policy is adhered to - ensures this is happening

Direct Board Observation

  • Direct observation
  • Timeliness of policy revision
  • The Superintendent demonstrates a knowledge of and respect for the role of the Board in policy processes

External Report

  • Auditor’s Report

Role Expectation:
Superintendent/Board Relations

Superintendent Evaluation
Evidence

Quality Indicators

  • Establishes and maintains positive professional working relations with the Board.
  • Respects and honours the Board’s role and responsibilities, and facilitates the implemen­tation of that role as defined in Board policy.
  • Provides the information which the Board requires to perform its role

Internal Report

  • Monitoring Reports
  • The Superintendent implements Board directions with integrity in a timely fashion
  • The Superintendent provides support to the Board re: lobby efforts on behalf of the District

Direct Board Observation

  • Board agendas
  • Board meetings
  • Committee meetings
  • Listing of issues and background information
  • Superintendent e-mails and phone calls
  • Board agendas are prepared and distributed to trustees in sufficient time to allow for appropriate trustee preparation for the meeting
  • The Superintendent keeps the Board informed about District operations
  • The Superintendent provides the Board with balanced, sufficient, concise information and clear recommendations in agendas
  • The Superintendent interacts with the Board in an open, honest, pro-active and profes­sional manner
  • Ensures high quality management services are provided to the Board
  • The Superintendent provides the Board with correspondence directed to the Board or trustees

Role Expectation:
Three-Year Education Planning and Reporting

Superintendent Evaluation
Evidence

Quality Indicators

  •  Leads the Three-Year Education Planning process including the development of District goals, budget, facilities and transportation plans and implements plans as approved.
  • Involves the Board appropriately (Board approval of process and timelines, Board identification of priorities and key results, opportunity for Board input early in the process, final Board approval).
  • Reports regularly on results achieved.

Internal Report

  • Budget process and timelines and approved expenditures
  • Facilities Master Plan (FMP)
  • Process and Timelines document approved by the Board
  • Satisfaction survey information
  • School growth plans
  • The 3-year planning process involves appropriate stakeholder input and results in high stakeholder satisfaction
  • Facility project budgets and construction schedules are followed or timely variance reports are provided to the Board 
  • Transportation services are provided with due consideration for efficiency, safety and length of ride
  • Develops short and long-range plans to meet the needs of the District and provide for continuous improvement
  • “Key results” identified by the Board are achieved

Direct Board Observation

  • The budget and 3-year plan are developed according to a timeline which ensures the Board’s ability to provide direction, revise priorities and is approved within Alberta Learning deadlines

External Report

  • Slberta Learning Monitoring Report

 

Role Expectation:
Organizational Leadership and Management

Superintendent Evaluation
Evidence

Quality Indicators

  • Provides leadership in organiza­tional effectiveness
  • Demonstrates effective organi­zational skills resulting in District compliance with all legal, Ministerial and Board mandates and timelines.
  • Reports to the Minister with respect to matters identified in and required by the School Act.

Internal Report

  • Superintendent reports to the Board
  • District budget
  • School growth plans
  • Satisfaction survey information
  • Ensures District compliance with all Alberta Learning and Board mandates (timelines and quality)
  • Effectively manages time and resources
  • Ensures contracted services (e.g., labour and legal) meet quality expectations of the Board
  • Use of technology is effective and efficient
  • Identifies trends and issues related to organizational effectiveness and makes recommendations for the implementation of innovative means to improve effectiveness

External Report

  • Alberta Learning Monitoring Reports

 

Role Expectation:
Communications and Community Relations

Superintendent Evaluation
Evidence

Quality Indicators

  • Ensures open, transparent and positive external and internal communications are developed and maintained.
  • Keeps the Board informed through the provision of appropriate monitoring reports.
  • Ensures parents have a high level of satisfaction with the services provided and the responsiveness of the District.

Internal Report

  • Satisfaction survey data
  • Superintendent’s monthly report
  • Monitoring reports
  • Student Advisory report
  • Facilitates effective home-school relations
  • Manages conflict effectively
  • Ensures information is dissem­inated to inform appropriate publics
  • Works cooperatively with the media to represent the Board’s views/positions
  • Promotes positive public engagement in the District

Direct Board Observation

  • Three-Year planning process
  • Networks
  • Represents the District in a positive, professional manner
  • Improves the District’s public image
  • Involves community represen­tatives in the three year planning process

Role Expectation:
Leadership Practices

Superintendent Evaluation
Evidence

Quality Indicators

  • Practices leadership in a manner that is viewed positively and has the support of those with whom the superintendent  works most directly in carrying out the directives of the Board and the Minister.
  • Develops and maintains positive and effective relations with the community and with provincial and regional government departments and agencies.

Internal Report

  • Satisfaction Survey
  • Provides clear vision and direction
  • Provides effective educational leadership
  • Establishes and maintains positive, professional working relationships with staff
  • Unites people toward common goals
  • Inspires confidence in the superintendent’s competence
  • Demonstrates a high commitment to education and to the needs of students
  • Develops processes that are aligned with goals and results
  • Has a well-established value system based on integrity
  • Empowers others
  • Effectively solves problems

External Report

Note: This evidence will only be gathered in the year of reappointment or by specific request.

  • Report of interviews with all of the principals
  • Report of interviews with Superintendent’s “direct reports”

 

Direct Board Observation

 

 

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