CEO Assessment for Credit Unions

page header image

Your credit union’s CEO reports to your full board—not just your chair or governance committee—so it’s important each board member provide input into the CEO’s annual evaluation.

Let CUES make your job easier by quickly and concisely gathering honest input from all your directors on the key areas of CEO performance, including:

  • Vision, Mission & Strategy
  • Human Resources
  • Fiduciary Oversight
  • Personal Qualities
  • Governance & Leadership


CEO Assessment for Credit Unions also incorporates your credit union’s own financial and performance-based evaluation criteria.

Results from this anonymous, online assessment tool help you and your board build a comprehensive annual review process, outlining key strengths and achievements, as well as opportunities for growth in the coming year, for your credit union’s CEO.

How it Works

Each board member will receive an email including instructions and a link to a confidential, credit union-specific, customizable questionnaire encouraging candid feedback. At the same time, your CEO will complete a self-evaluation. If you’re interested in a full 360 evaluation, your credit union’s senior management team can participate, too.

The results are then aggregated by SurveyGizmo, and made available to CUES’ strategic partner and governance experts, Quantum Governance, L3C. You will receive your results based on the purchase option you select:

Assessment Only:

Your board and CEO complete the online assessment and the board chair receives the results for analysis.


Assessment Only


Assessment, Summary Report and Consultant Call:

Your board and CEO complete the online assessment, Quantum Governance, L3C, reviews the results, compiles a summary report, and schedules a one-hour telephone briefing to discuss the findings. Two to three of your credit union’s board leaders can attend this call.


Assessment, Summary & Consultation


Effectively assess your CEO. Contact CUES at 800.252.2664 or 608.271.2664, ext. 340, or email In Canada call 604.559.4455.