Driving Impact: The Board's Role in Executive Director Performance Success-Participant Guide

Participant Guide - Driving Impact

Pdf Summary

The document is a participant guide focused on the board’s role in overseeing executive director (CEO) performance within a housing authority context. Central to this is a case study exercise prompting evaluation of a CEO based on given scenario details and performance data. The scenario notes CEO strengths in raising unrestricted funds but highlights weaknesses like a drop in HCVP program compliance after restructuring, depletion of financial reserves despite strong monthly finances, and low employee morale. Participants are tasked with documenting CEO performance and recommending next steps.<br /><br />The guide provides a CEO evaluation template containing performance categories and associated key metrics: Mission & Strategy Alignment, Regulatory Compliance (HUD/SEMAP/REAC), Financial Stewardship, Operational Performance, Leadership & Organizational Culture, Board Relations, Community & Stakeholder Engagement, Innovation & Strategic Initiatives, Resident Services & Equity, Professional Development, and Behavioral attributes. Each category includes areas for rating and commentary.<br /><br />Additionally, a CEO Performance Dashboard outlines critical KPIs such as Occupancy Rate, Rent Collection, Maintenance Completion, HCVP Recertifications, Voucher Utilization, Operating Budget Variance, Resident Satisfaction, Capital Fund Utilization, Waitlist Time, and Staff Turnover, each with current and target values.<br /><br />A 30-Day Board Action Checklist is provided to establish accountability and structure for CEO oversight and performance review. It breaks down weekly tasks: clarifying roles and structure, defining performance expectations aligned with strategic plans and HUD compliance, establishing evaluation tools and processes, and ensuring governance assurance through board training, policy reviews, and documentation. Optional recommendations include executive sessions on past performance, audit reviews, and CEO succession planning.<br /><br />Overall, the guide equips boards to systematically evaluate and support CEO performance, focusing on data-driven oversight, alignment with HUD standards, staff morale, financial health, and strategic mission achievement.

Keywords

Board Oversight

CEO Performance Evaluation

Housing Authority

HCVP Compliance

Financial Stewardship

Employee Morale

CEO Evaluation Template

Performance Dashboard

HUD Compliance

Board Action Checklist