Leadership Appraisal and Goal Setting Review - KenMcGarity.com by Ken McGarity

COACHING - CLARITY - STRATEGY - RESULTS - KenMcGarity.com

Leadership Appraisal and Goal Setting Review Date: ___________________________ Evaluated By:___________________________ Ministry Leader Information Name:_____________________________________________________________________ Department:________________________________________________________________ Date of Hire:_________________________

Time in Current Position:_________Months

Purpose: The purpose of this Leadership Appraisal is to provide a platform for Leadership development. The greater value of a Leadership Appraisal is in the process of a healthy communication and dialogue between Evaluators and Ministry Leaders and not merely in the completion of the form itself. Specific objectives of the Leadership Appraisal are:

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to increase ongoing development, skill level, and performance of each Leader. to strengthen working relationships and communication between teams. to clarify and re-communicate job duties and responsibilities. to appraise and celebrate past accomplishments. to establish mutually understood standards for measuring performance and charting future objectives.

Instructions - Section 1: Self Assessment: The Leader being appraised will complete the appraisal in the area marked “Leader Response” and turn it in to their assigned Evaluator. It is important that each question be thoughtfully considered and honesty assessed. The greatest value comes from openness and honesty in this process. Evaluation: Second, the assigned Evaluator will complete the appraisal in the are marked “Evaluator Response”. Expressing their own opinions and ideas within the category. Communication: Thirdly, Leader and Evaluator will meet to discuss the variables of the appraisal to celebrate wins and set growth goals for future personal and ministry development.

Appraisal Rating Key: 5 Performance consistently exceeds the expectations of the role; results are clearly outstanding. 4 Performance often exceeds expectations of the role; results are above average. 3 Performance consistently meets & sometimes exceeds expectations of the role; results are satisfactory.

2 Performance does not meet expectations; improvement is required; results are below expectations. 1 Performance is unacceptable; needs immediate improvement, results are poor. © Copyright 2009 – 2012 – Do not redistribute without prior written consent. All Rights Reserved – 404 941 5867 – KenMcGarity.com

COACHING - CLARITY - STRATEGY - RESULTS - KenMcGarity.com

Attitude Competency

Leader Evaluator Rating Rating

Excellence: Possess a passion for offering the absolute best, so that they consistently honor God and inspire people without excuses. Loyalty: In all situations protecting the unity of our Ministry, by refusing to gossip and supporting publicly those who we work with and those who supervise us. Action & Results Focus: Finishes strong and follows through on all tasks. Doesn’t need constant reminders and demonstrates a strong work ethic. Initiative: Exhibits the ability to start projects on one’s own initiative. Also, demonstrates the ability to evaluate and initiate new ways of doing things. Servant's heart: Demonstrates warmth, humility, selflessness, and servant's attitude; is people-oriented. Teachable: Not defensive but open to feedback, suggestions and input of others (from above, peers, and subordinates) Flexibility: Dynamic and fluid in areas of assigned responsibility; to be open to change. Forgiveness: Readily forgives when wronged, seeks forgiveness if another has been wronged. Self improvement: Demonstrates ability and desire to grow and mature; taking initiative in seeking out ways to grow as a person. Unity: Makes team unity a higher priority than acceptance of personal preferences.

Attitude Strengths: Leader Comments

Evaluator Comments

Developmental Needs: Leader Comments

Evaluator Comments

COACHING - CLARITY - STRATEGY - RESULTS - KenMcGarity.com

Effort Competency

Leader Evaluator Rating Rating

Communication: Ability to provide accurate and clear information. Speaks clearly and expresses oneself well in groups or one-on-one conversations. Conveys written information clearly and effectively through formal and informal documents. Time Management: Uses his or her time efficiently. Organizes their schedule in such a way to maximize productivity, keep appointments and office hours consistently. Judgment: The ability to make sound judgments and critical decisions. The capacity to take necessary actions to effectively implement those decisions. Quantity of Work: Produces and completes the appropriate amount of work that is required to accomplish the Ministry goals. Quality of Work: Achieves the expected correctness of work performed, including accuracy, neatness and completeness. Prioritization: Has the ability to organize all responsibilities and order them with wisdom as to their importance and aggressively seek to attain them. Stewardship: Expresses care and concern for Church property, resources and finances, avoiding waste, returning equipment/materials used to proper location. Confidentiality: Has the ability to be entrusted with confidences and/or sensitive information, having an understanding of information to be held at staff level only. Dependability / Reliability: Has the ability to do required responsibilities well with a minimum amount of supervision, requires little follow-up, completes in timely fashion. Responsiveness: Is quick to deal with important issue in a timely and efficient manner.

Attitude Strengths: Leader Comments

Evaluator Comments

Developmental Needs: Leader Comments

Evaluator Comments

COACHING - CLARITY - STRATEGY - RESULTS - KenMcGarity.com

Leadership Ability Competency

Leader Evaluator Rating Rating

Verbal Communication: Is able to define and effectively communicate the purpose and plan of the ministry verbally one-on-one and to a group. Management: Has the ability to mobilize people in your ministry to effectively support & carry out its purpose and plan; delegation. Tact / Courtesy: Has the ability to anticipate likely effects of a statement on others before making it, polite attention granted to others. Stability: The quality that enables one to withstand pressure and to remain calm in crisis situations. Reputation: Is positioned to be perceived with honor among those in your ministry area, the Church as a whole and the community. Friendliness: Sociability and warmth in attitude toward those around you. Team Minded: Works well with others. Uses personal interaction with co-workers to build energy, interest and rapport with teammates. Gives helpful feedback and criticisms. Leadership Minded: Develops skills and spiritual gifts in themselves and others. Actively pursues learning and development in order to achieve results and to contribute to continuous self improvement and Leadership development. Equipping Others: Has demonstrated the ability to develop leaders and volunteers to do ministry and lead others to go forward in their faith. People First: Makes people and ministry a priority over projects and tasks while balancing responsibilities of the ministry goals.

Attitude Strengths: Leader Comments

Evaluator Comments

Developmental Needs: Leader Comments

Evaluator Comments

COACHING - CLARITY - STRATEGY - RESULTS - KenMcGarity.com

Overall Leadership Appraisal Rating - Section 1 Leader Score (all scores added together)

_____ then divide by 30 = _____

Evaluator Score (all scores added together) _____ then divide by 30 = _____

Instructions - Section 2: Answer the following questions to the best of your ability. Leave no question blank and try to avoid short inexpressive answers. 1. How would you describe your primary role at our Church? _________________________________________________________________________________ _________________________________________________________________________________ 2. Provide a summary of the primary objectives for your position / ministry during this past year: _________________________________________________________________________________ _________________________________________________________________________________ 3. Your most pleasing and/or rewarding accomplishments during this past year are (and why?): _________________________________________________________________________________ _________________________________________________________________________________ 4. Summary of objectives least satisfactorily fulfilled & changes expected to avoid the same: _________________________________________________________________________________ _________________________________________________________________________________ 5. Overall personal strengths to build on: _________________________________________________________________________________ _________________________________________________________________________________ 6. Overall personal areas to work on: _________________________________________________________________________________ _________________________________________________________________________________ © Copyright 2009 – 2012 – Do not redistribute without prior written consent. All Rights Reserved – 404 941 5867 – KenMcGarity.com

COACHING - CLARITY - STRATEGY - RESULTS - KenMcGarity.com

7. Give a brief summary of your goals and objectives for this upcoming year: _________________________________________________________________________________ _________________________________________________________________________________ 8. How would you describe your current level of job satisfaction: _________________________________________________________________________________ _________________________________________________________________________________ 9. Please suggest any training you would like to have or consider helpful in meeting your goals, objectives, or personal efficiency in the upcoming year? _________________________________________________________________________________ _________________________________________________________________________________ 10. Are there things the Church could do to make it easier for the you to improve your Leadership Appraisal? _________________________________________________________________________________ _________________________________________________________________________________ 11. Comment on any issues or concerns related to your role(s) at our Church. _________________________________________________________________________________ _________________________________________________________________________________ 12. How well do you feel you are balancing your personal, ministry, family and spiritual development and goals? _________________________________________________________________________________ _________________________________________________________________________________ 13. In what area of your ministry are you experiencing the greatest amount of stress? _________________________________________________________________________________ _________________________________________________________________________________ 14. Do you feel like you are valued by your team mates at our Church and that value is reflected in your compensation, feedback, support and relationships. _________________________________________________________________________________ _________________________________________________________________________________ © Copyright 2009 – 2012 – Do not redistribute without prior written consent. All Rights Reserved – 404 941 5867 – KenMcGarity.com

COACHING - CLARITY - STRATEGY - RESULTS - KenMcGarity.com

15. Is the position that you hold at our Church specifically the position that God has gifted you for and that you are most passionate about? Explain why or why not. _________________________________________________________________________________ _________________________________________________________________________________ 16. Something else I’d like to say that I believe can be helpful: _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________

COACHING - CLARITY - STRATEGY - RESULTS - KenMcGarity.com

Goal Setting and Action Plan - To be completed jointly by the Leader and Evaluator Developmental Goals - Provide a summary of action steps to be taken on the basis of the developmental needs identified in the prior sections of the Leadership Appraisal. Attitude Goals: _________________________________________________________________________________ _________________________________________________________________________________ Action Steps towards achievement: _________________________________________________________________________________ _________________________________________________________________________________ Effort Goals: _________________________________________________________________________________ _________________________________________________________________________________ Action Steps towards achievement: _________________________________________________________________________________ _________________________________________________________________________________ Leadership Goals: _________________________________________________________________________________ _________________________________________________________________________________ Action Steps towards achievement: _________________________________________________________________________________ _________________________________________________________________________________ Other Goals: _________________________________________________________________________________ _________________________________________________________________________________ Action Steps towards achievement: _________________________________________________________________________________ _________________________________________________________________________________ © Copyright 2009 – 2012 – Do not redistribute without prior written consent. All Rights Reserved – 404 941 5867 – KenMcGarity.com

COACHING - CLARITY - STRATEGY - RESULTS - KenMcGarity.com

I have read and discussed the contents of this Leadership Appraisal with my Evaluator and I understand it’s contents in full. My questions have been answered and I understand the expectations placed on myself and my ministry role going forward. Leader Signature:

______________________________________ Date: ___________

Evaluator Signature: ______________________________________ Date: ___________

For internal use only to be completed by Evaluator after the Leadership Appraisal. Evaluator Comments: _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ Overall Evaluation: Performance is superior; Leader consistently shows initiative and readily accepts new responsibilities. Well above average performance of job requirements. Improvements would yield minimal or no perceptible results Performance is commendable and above normal expectations and standards. Above average performance of job requirements. This is an acceptable level of performance. Improvements would yield only some perceptible results. Performance is satisfactory and meets job standards and expectations. Average performance of job requirements. Improvement is expected and should yield perceptible and needed results Performance is generally less than satisfactory and requires improvement. Below average performance of job requirements. Performance is unsatisfactory and improvement is required and should yield substantial results Performance is consistently unsatisfactory and requires immediate improvement for the employee’s retention © Copyright 2009 – 2012 – Do not redistribute without prior written consent. All Rights Reserved – 404 941 5867 – KenMcGarity.com

COACHING - CLARITY - STRATEGY - RESULTS - KenMcGarity.com

About the Author With vast experience as a successful entrepreneur and active in ministry leadership for many years, Ken McGarity is most recently engaged as a Church Growth Consultant and Strategist, as well as Christian Leadership Coach to today’s up and coming Christian leaders. Providing an intentional platform and the strategic insight to facilitate the discovery of God’s best for the lives and ministry of the leaders God has chosen. Investing energy and service to Christ as a leadership development, team building, administrative and support systems Coach to Churches and Non-profits. Working diligently to help them to clarify and create strategies, systems, tools and protocols that will allow them to more effectively reach the lost with the Gospel of Jesus Christ. If you would like to engage and partner with Ken to discover new paths toward growth and increase the health of your leadership and ministry please contact him at the following: KenMcGarity.com facebook.com/kenmcgarity twitter.com/kenmcgarity 404-941-5867 Coaching and Consulting My prayer and ministry is to partner with leaders to help clarify, support and implement their God given vision for advancing the Kingdom of Christ. I have Coached and Consulted with a variety of individuals and ministry teams : • New Church Planters • Children’s Pastors • Youth Pastors • Multisite Campus Pastors and Teams • Christian Executives • Non Staff Ministry Team Leaders • Well Established Pastors and Churches It has been my privilege to see God use strategic Coaching and Consulting in a high impact way in the lives and ministries of the leaders that I have partnered with. It has really been a blessing to collaborate with leaders, and often times their staff, to navigate through some tough terrain and have an opportunity to help them: • Get unstuck from their current position and overcome growth barriers. • Build their confidence in specific areas of leadership and team development. • Expand their vision for the future of their ministry and for God. • Fulfill their dreams for the ministry and feel safe coloring outside the lines. • Unlock their true potential as a leader, friend and ministry partner to others. • Increase their strategic skills, energy efficiency and personal organization. • Move through tough transitions, and various stages of life and ministry. • Increase accountability and “push back” to their ideas and thinking. • Take strategic, practical and consistent action steps toward their goals & more. I know every leader prays for his ministry or organization to be healthy, vibrant and growing and I would love to be a part of that. I would be glad to connect you with some other Pastor’s and ministry leaders I have partnered with if you like, and you can hear from them directly if they have found Coaching and Consulting with me to be beneficial and worth their time and investment. If you have been running the race for a while and are getting tired, frustrated, stuck in a slower gear than you want to be - or maybe things are really good, but you have hit a stubborn wall somewhere, then I would suspect that you could use some encouragement and support as you continue to find your way to where you are called to go for the Kingdom. Let's connect. Ken © Copyright 2009 – 2012 – Do not redistribute without prior written consent. All Rights Reserved – 404 941 5867 – KenMcGarity.com