Policy 2.5.1 CAO Performance Evaluation

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Policy - CAO Performance Evaluation Page 1 
 
Policy: 
2.5.1 
Approved By: 
Trust Council 
Approval Date: 
June 19, 2025 
Amendment 
Date(s):  
 
Policy Holder: 
Director, Legislative and 
Information Services (Secretary) 
 
Chief Administrative Officer Performance Evaluation 
Overview 
The Chief Administrative Officer (CAO) plays a pivotal role in the leadership and management of 
Islands Trust, serving as the primary link between Trust Council, staff, and external partner groups. 
The CAO is responsible for providing strategic advice, ensuring organizational effectiveness, and 
driving the implementation of Trust Council’s priorities and goals. This leadership position directly 
influences the success of the organization, the morale of staff, and the relationships with key 
partners, including local communities, First Nations, and other levels of government. 
Given the importance of this role, a robust and comprehensive performance review process is 
essential to: 
 ensure accountability and alignment with the organization’s strategic direction 
 provide a fair and constructive mechanism for feedback 
 foster continuous professional development and improvement 
 support the CAO in navigating challenges and achieving organizational excellence 
This policy outlines a transparent and consistent framework for evaluating the CAO’s performance, 
ensuring their efforts are recognized, their challenges are addressed, and their leadership drives 
the success of Islands Trust. 
Purpose 
This policy establishes a structured, fair, and transparent process for evaluating the performance of 
the CAO of Islands Trust. It aims to: 
 promote accountability, leadership, and continuous improvement 
 align the CAO’s performance with the strategic goals of Islands Trust 
 facilitate open and constructive feedback between the CAO, Trust Council, and staff 
 ensure organizational and operational effectiveness 
Scope  
This Performance Evaluation Policy applies only to the CAO of Islands Trust Council.   
Policy   
1. CAO Performance Evaluation Framework 
 1.1  Initial Six-Month Review and Evaluation 

Policy - CAO Performance Evaluation Page 2 
1.1.1 Purpose: The initial six-month review evaluates the CAO’s integration into Islands 
Trust, their capacity to address immediate priorities, and their demonstrated leadership 
potential. 
1.1.2 Areas for Review: 
 Building relationships with trustees, direct reports, staff, and external partner 
groups. 
 Understanding organizational policies, challenges, culture, and strategic 
priorities. 
 Delivering on key initial responsibilities, such as supporting and providing high-
quality advice to Trust Council, establishing performance plans for senior staff, 
improving organizational communication, and assessing the strategic and 
operational needs of Islands Trust. 
 Ethical standards, decision-making, and accountability. 
1.1.3 360 Process: 
 Self-Assessment: The CAO completes a self-assessment report reflecting

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