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4.4 Monitoring President Performance: UUA Governance Manual

Systematic and rigorous monitoring of President job performance will be solely against the only expected President job outputs: organizational accomplishment of the Shared Vision (Ends) as defined by Board policies, and organizational operation within the boundaries established in Board policies on Leadership Covenant and Expectations.


  1. Monitoring is to determine the degree to which Board policies are being met. Data that do not do this will not be considered to be monitoring data.
  2. The Board will acquire monitoring data by one or more of three methods:
    1. by internal report, in which the President discloses compliance information to the Board,
    2. by external report, in which an external, disinterested third party selected by the Board assesses compliance with Board policies, and
    3. by direct Board inspection, in which a designated Trustee or Trustees assess compliance with the appropriate policy criteria.
  3. In its review of internal monitoring reports, the board will require a standard of excellence in monitoring where the interpretation includes the presentation of the President’s established operational definition, details the standard for successful performance, and includes a rationale to justify the reasonableness of the definition. The interpretation will be followed by data and evidence that demonstrates both results and compliance with the operational definition, and includes the President’s declaration of compliance or non-compliance. In every case, the standard for compliance shall be any reasonable interpretation by the President of the Board policy being monitored. Only the Board may decide what constitutes a reasonable interpretation.
    1. We will view the monitoring process as a learning opportunity, identifying and processing teaching moments produced by our work.
    2. The Board may accept or reject a monitoring report based on the reasonableness of the interpretation and adequacy of the supporting data and/or information. Rejection would require a rewrite of the interpretation or a rehabilitation plan toward full compliance to be submitted within a specified period of time.
    3. The Board has several options in addressing a monitoring report:
      1. Accept a report, finding that the interpretation is reasonable and that the data is in compliance with the metrics in the interpretation.
      2. Accept a report with acknowledgement of concerns and broad direction for the next rotation of monitoring reports. It would be expected that the board concern expressed will be integrated into the next rotation of reporting for that policy in order for the board to accept the subsequent report.
      3. Reject a report, expecting the report to be rewritten outside of the monitoring schedule, with a new interpretation and compliance, by a date specified.
      4. Reject a report when the data is not in compliance with the interpretation’s metrics, expecting the report to include a reasonable rehabilitation plan.
  4. All policies that instruct the President will be monitored at a frequency and by a method chosen by the Board. The Board can monitor any policy at any time by any method, but will ordinarily depend on a routine schedule, following the monitoring schedule in Appendix 3.A.

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Last updated on Tuesday, January 21, 2014.

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