The Mid-Year Review

Main Roles involved: Board President & Superintendent

👤 Superintendent
As the Superintendent, to submit a Mid-Year review:

A.) On the Dashboard, in the row for Step 2, press the "Submit to Board Review" button.
B.) Then select the first button "Yes, submit to a mid-year review"

On the Dashboard, Step 2 will display a message in the right-hand corner - 
"Locked for Mid-Year Review"

👤 Board President

The Mid-Year review allows for discussion amongst the board and will allow the board to examine the Superintendent's self-evaluation, but prevent them from beginning their own evaluations. As the Mid-Year review is intended to be a discussion piece, no rating on a rubric and no official comments are added to the evaluation platform.

The Board can, however, choose to leave feedback as a Shared Document on the Overall Evaluation tab.  You can upload PDFs, Word Documents, and more. 

A.) To leave a mid-year comment, it must first must be created in the program of your choosing (Word, etc) and then exported in the desired format (PDF, etc).  

B.) Next, when selecting the Superintendent from the Dropdown, the Board President will see the following:

C.) To attach a document that memorializes the Mid-Year evaluation, click on Step 2 "Superintendent Self-Evaluation" -

D.) Next, click on the "Overall Evaluation" Tab (the last tab on the right-hand side) -

 

E.)  Then Scroll down and enter the Documents here –

You can Submit a URL, Send attachments via email, or the easiest and most used method, drag a file into the grey box:

📺  We have a video titled "Conducting a Superintendent Mid-Year Review" which helps explain the Mid-Year Review process.  Our Video Library is found by clicking Here.

Note: When it is time to move the Mid-Year into a Year-End, here are instructions:
➡️             Moving a Mid-Year to a Year-End

If you require further assistance, please contact the Helpdesk

 [e-mail] or 1-844-312-3825