The principal evaluation process involves 7 steps: 1) An orientation meeting to outline the process. 2) Pre-evaluation planning including a self-assessment and setting performance goals. 3) An initial meeting to discuss self-assessment, goals, and agree on evidence. 4) Data collection where the principal gathers artifacts and the superintendent visits. 5) A mid-year conference to review progress toward goals. 6) Preparing a performance assessment summary. 7) A final evaluation conference to discuss evaluations and ratings.

1. Principal Evaluation
Process Overview

2. Principal Evaluation Process
Step Orientation
•Meeting to distribute materials outlining the evaluation process Red- Required
1 Document
Green- Optional
Forms
Step Pre-Evaluation Planning
Black- Required
•Self Assessment- Required Document
2 •Performance Goals (PG)
Process
The NC P/AP Goal Form is an optional form, however highly
recommended.
Step Initial Meeting
•Meeting to discuss 1. Self Assessment 2. Goal Development 3. Evidence and Data/ Artifacts
3 •Principal/AP and Superintendent/ designee agree on components of meeting and confirm level of
performance.
Step Data Collection
The Principal/Assistant Principal Evaluation
•Principal collects data agreed upon as evidence to support
4 goals Process Documentation is an optional form
used to
•Superintendent/designee visit
document site visits and Conf. dates
Step Mid-Year Conference
The Mid-Year Evaluation: Progress Toward
•Meeting to discuss progress of goal attainment.
5 •School-wide student growth data should be available for Achieving
Goals form is an optional form used , by the
review.
evaluator,
Step Prepare a Consolidated Performance Assessment Obtained under Steps 4 and 5
to document progress.
The Goal Setting Worksheet is an
• Brief summary of Steps 4 and 5
6 •Should be provided to the superintendent/ designee well in advance of
optional
form to identify professional growth
Step 7
goals
Summary Evaluation Conference based on data gathered from artifacts
Step and
7 •Meeting at the school site to discuss: 1. Self Assessment –Required Document
other sources.
2. Consolidated Performance Assessment (agree upon progress towards performance goals
for the year)
3. Summary Evaluation Form -Required Document

3. Principal Evaluation Process
Step Orientation
•Meeting to distribute materials outlining the evaluation process Red- Required
1 Document
Green- Optional
Forms
Black- Required
Process
At the Beginning of the School
Year

4. Principal Evaluation Process
Step Orientation
•Meeting to distribute materials outlining the evaluation process Red- Required
1 Document
Green- Optional
Forms
Step Pre-Evaluation Planning Black- Required
2 •Self Assessment- Required Document Process
•Performance Goals The NC P/AP Goal Form is an optional form, however highly
recommended.
Should be completed before
Initial Meeting

5. Principal Evaluation Process
Step Orientation
•Meeting to distribute materials outlining the evaluation process Red- Required
1 Document
Green- Optional
Forms
Step Pre-Evaluation Planning Black- Required
2 •Self Assessment- Required Document Process
•Performance Goals (PG) The NC P/AP Goal Form is an optional form, however highly
recommended.
Step Initial Meeting
•Meeting to discuss 1. Self Assessment 2. Goal Development 3. Evidence and Data/ Artifacts
3 •Principal/AP and Superintendent/designee agree on components of meeting and confirm level of
performance.
1 to 1 Meeting to Discuss
Evaluation

6. Principal Evaluation Process
Step Orientation
•Meeting to distribute materials outlining the evaluation process Red- Required
1 Document
Green- Optional
Forms
Step Pre-Evaluation Planning Black- Required
2 •Self Assessment- Required Document Process
•Performance Goals (PG) The NC P/AP Goal Form is an optional form, however highly
recommended.
Step Initial Meeting
•Meeting to discuss 1. Self Assessment 2. Goal Development 3. Evidence and Data/ Artifacts
3 •Principal/AP and Superintendent/ designee agree on components of meeting and confirm level of
performance.
Step Data Collection
The Principal/Assistant Principal Evaluation
•Principal collects data agreed upon as evidence to support
4 goals Process Documentation is an optional form
used to
•Superintendent/designee visit
document site visits and Conf. dates
•Artifacts listed for each standard on the
rubric
•Feedback from parents, students, and
community

7. Principal Evaluation Process
Step Orientation
•Meeting to distribute materials outlining the evaluation process Red- Required
1 Document
Green- Optional
Forms
Step Pre-Evaluation Planning Black- Required
2 •Self Assessment- Required Document Process
•Performance Goals (PPG) The NC P/AP Goal Form is an optional form, however highly
recommended.
Step Initial Meeting
•Meeting to discuss 1. Self Assessment 2. Goal Development 3. Evidence and Data/ Artifacts
3 •Principal/AP and Superintendent/ designee agree on components of meeting and confirm level of
performance.
Step Data Collection
The Principal/Assistant Principal Evaluation
•Principal collects data agreed upon as evidence to support
4 goals Process Documentation is an optional form
used to
•Superintendent/designee visit
document site visits and Conf. dates
Step Mid-Year Conference
The Mid-Year Evaluation: Progress Toward
•Meeting to discuss progress of goal attainment.
5 •School-wide student growth data should be available for Achieving
Goals form is an optional form used , by the
review.
evaluator,
to document progress.
What Adjustments need to be
made?

8. Principal Evaluation Process
Step Orientation
•Meeting to distribute materials outlining the evaluation process Red- Required
1 Document
Green- Optional
Forms
Step Pre-Evaluation Planning
Black- Required
•Self Assessment- Required Document
2 •Performance Goals (PG)
Process
The NC P/AP Goal Form is an optional form, however highly
recommended.
Step Initial Meeting
•Meeting to discuss 1. Self Assessment 2. Goal Development 3. Evidence and Data/ Artifacts
3 •Principal/AP and Superintendent/ designee agree on components of meeting and confirm level of
performance.
Step Data Collection
The Principal/Assistant Principal Evaluation
•Principal collects data agreed upon as evidence to support
4 goals Process Documentation is an optional form
used to
•Superintendent/designee visit
document site visits and Conf. dates
Step Mid-Year Conference
The Mid-Year Evaluation: Progress Toward
•Meeting to discuss progress of goal attainment.
5 •School-wide student growth data should be available for Achieving
Goals form is an optional form used , by the
review.
evaluator,
Prepare a Consolidated Performance Assessment to document progress.
Step Obtained under Steps 4
and 5
6 • Brief summary of Steps 4 and 5 The Goal Setting Worksheet is an
•Should be provided to the superintendent/designee well in advance of optional
Step 7 Form to identify professional growth
goals
Based on data gathered from artifacts
End Of Year and
Other sources.

9. Principal Evaluation Process
Step Orientation
•Meeting to distribute materials outlining the evaluation process Red- Required
1 Document
Green- Optional
Forms
Step Pre-Evaluation Planning
Black- Required
•Self Assessment- Required Document
2 •Performance Goals (PG)
Process
The NC P/AP Goal Form is an optional form, however highly
recommended.
Step Initial Meeting
•Meeting to discuss 1. Self Assessment 2. Goal Development 3. Evidence and Data/ Artifacts
3 •Principal/AP and Superintendent/ designee agree on components of meeting and confirm level of
performance.
Step Data Collection
The Principal/Assistant Principal Evaluation
•Principal collects data agreed upon as evidence to support
4 goals Process Documentation is an optional form
used to
•Superintendent/designee visit
document site visits and Conf. dates
Step Mid-Year Conference
The Mid-Year Evaluation: Progress Toward
•Meeting to discuss progress of goal attainment.
5 •School-wide student growth data should be available for Achieving
Goals form is an optional form used , by the
review.
evaluator,
Step Prepare a Consolidated Performance Assessment Obtained under Steps 4 and 5
to document progress.
The Goal Setting Worksheet is an
• Brief summary of Steps 4 and 5
6 •Should be provided to the superintendent/ designee well in advance of
optional
form to identify professional growth
Step 7
goals
Summary Evaluation Conference based on data gathered from artifacts
Step and
7 •Meeting at the school site to discuss: 1. Self Assessment –Required Document
other sources.
2. Consolidated Performance Assessment (agree upon progress towards performance goals
for the year)
3. Summary Evaluation Form -Required Document