Performing Member Evaluations
Why and how to rate your members
The purpose of member reviews is three-fold:
- To give feedback to members about their performance, clarify expectations related to specific service duties, highlight strengths, and identify areas needing improvement
- To provide legal grounds for the retention, re-enrollment, or termination of members
- To gather evaluative data for reporting and planning
Find handy forms for evaluations at different points in the service term and tips with these resources:
- A quarterly review approach—Read one program's tips and find evaluation forms
- Quarterly forms—See how different programs structure reviews every three months
- Midterm forms—Get ideas about structuring a midterm review
- End-of-term forms—Discover what's important in final evaluations
Consider following these steps when conducting reviews
- Schedule a mutually convenient time for the evaluation. Prior to that time, ask the member to fill out the evaluation form, rating him or herself. Also ask the member to complete any reflection piece that's part of the form.
- Tell members to bring the completed forms with them to their meeting and also to come prepared to discuss three things they think they do well and three things that need improvement.
- At the joint evaluation, redo the ratings together while discussing each element. Document the ratings on a joint form.
- Together, document strengths and weaknesses. For any areas that are deemed unsatisfactory, jointly develop an action plan to improve performance.
- You and the member should certify the joint evaluation with your signatures and the date. Make two complete copies of all the forms: the member gets one copy, the site keeps the second copy, and the original form goes to the service office.
Go back to Monitoring and Evaluating Members
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