SENIOR ADMINISTRATIVE OFFICER

Training Needs Assessment Evaluation Form

Personal/Position Information
Name:
Period Covered:
Position:
Reviewed by:
Title:
Position Start Date:
Community:
Region:

Page 1

SENIOR ADMINISTRATIVE OFFICER

Training Needs Assessment Evaluation Form
Instructions:
The information contained in this evaluation is strictly confidential. The supervisor will meet with the employee to review the
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is critical. The employee will have an opportunity to make comments concerning the review in the employee comments
section of this form. The information will be used to develop an individual training plan for the employee as well as a training
plan for the community.
The employee will be rated as follows for each competency:

Each competency is to be rated as follows:

1 Needs significant improvement employee is unable

to complete task or perform function in a satisfactory
manner even though assistance is routinely provided

1 Competency has little significant to the position

2 Needs improvement - employee can complete task or

perform function with considerable assistance

3 Competency is important to the position

3 Satisfactory employee can complete task or perform

function in a satisfactory manner with little or no
assistance

2 Competency has minor significance to the position

4 Competency has major significance to the position

5 Competency is critical to the effective performance of
the position

4 Very good employee consistently completes task or

performs functions in an above average manner with little
or no assistance
5 Outstanding employee consistently completed task
or performs function at a very high level with little or no
assistance
For more information on how to complete this review please contact the Regional Office of the Department of Municipal and
Community Affairs or the MACA School of Community Government.

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SENIOR ADMINISTRATION OFFICER

Training Needs Assessment Evaluation Form
Major Category
FINANCIAL
MANAGEMENT

Skill
Prepare budget

Subskill
Estimate areas
of revenue

Develop deficit
recovery plan

Conduct
analysis and
cash flow
forecasting
P
S 5

Develop
budgets for
approval

Comply with
financial
guidelines and
policies

Implement
accounting
systems

Maintain
accounting
systems

Review
budgets

Calculate
municipal
services rates
S

Establish
policies and
guidelines for
unit costing and
replacement
P
Review Finances

Comply with
Generally
Accepted
Accounting
Principles
P
S 5
Establish
internal
controls
P

Perform Financial
Analysis

Oversee fiscal
year-end audit

Analyze
financial
reports
monthly,
quarterly and
annually
P
S 4

Analyze aged
accounts

Ensure
collection of
accounts
receivable
P
S 4
Ensure
maximum
return on
investment

Deposit funds
in general
operation
account
P
S 4

Oversee payroll
function

Follow up on
management
letters

Manage
surplus funds

Recommend
budget
changes

Page 3

Manage
debenture
registers
4

SENIOR ADMINISTRATION OFFICER

Training Needs Assessment Evaluation Form
Major Category
CONTRACT
MANAGEMENT

Skill
Perform Contract
Services

Subskill
Prepare tender
documents

Invoke
contribution
funding and
special service
agreements
P
S 5

Negotiate and
monitor service
contracts

Develop fire
prevention bylaws
P
S 4

Oversee fire
brigades

Perform
inspection
services
P
S

Develop
enforcement
by-laws
P
S 5

Implement
enforcement
by-laws
P
S 4

Promote safety
awareness

Establish
emergency
measures
committee

Coordinate
emergency
preparedness

Prepare plan
for council
approval

P
PROTECTIVE
SERVICES

PROTECTIVE
SERVICES

Maintain Fire
Protection

Maintain Police
Protection

Implement Civil
Emergency
Measures

Comply with
terms,
conditions and
reporting
requirements
P
S 4

Monitor and
evaluate
contracts

Review and
practice plan

Ensure training
for staff, council
and volunteers

Act as
coordinator
during plan
implementation

Prepare legal
documents

Debrief
situations

P
LAND

Implement Land
Management
Program

Facilitate
development of
community plan

Develop zoning
and land use
regulations

Coordinate
planning and
construction of
subdivisions

Maintain land
and inventory
files

Oversee
implementation
of land
development
and services
P
S 4

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Administer
leases

SENIOR ADMINISTRATION OFFICER

Training Needs Assessment Evaluation Form
Major Category
OPERATIONS
MANAGEMENT

Skill
Manage operations

Provide Municipal
Services

COMMUNITCATIONS

Use
Communications
Skills

Subskill
Manage road
construction
and
maintenance
P
S 4

Manage water,
sewage and solid
waste systems

Provide
services
through
community
agreements
P
S 4

Prioritize
programs and
services

Implement
community
programs

Manage airport
construction
and
maintenance
P
S 4

Practice
listening skills

Write business
documents

Resolve
conflicts

Manage
other works
and services

Negotiate
franchise
agreements

Monitor
community
programs

Evaluate
community
programs

Demonstrate
negotiation
skills
P
S 4

Make
presentations
P

Facilitate
meetings

Page 5

Facilitate
workshops
4

SENIOR ADMINISTRATION OFFICER

Training Needs Assessment Evaluation Form
Major Category
PUBLIC AND
COMMUNITY
RELATIONS

Skill
Display Public
Relations Skills

Subskill
Develop
information
services
programs
P

Practice
customer
service skills

P
PUBLIC AND
COMMUNITY
RELATIONS

Human Resource
Management

Demonstrate
Awareness of
Political Environment

Manage Human
Resources

Facilitate public
meetings

Liaise with
community
groups

Implement quality
service levels

Communicate
goals and
objectives

Respond to
public enquiries

Practice cross
cultural
awareness
and sensitivity

Observe
traditional values

Demonstrate
awareness of
political
initiatives

Write job
descriptions
and skills
profiles
P
S 4

Recruit staff

Negotiate union
agreements

Administer
union
agreements
and
employment
by-laws
P
S 4

Develop
working
relationships
with other
agencies
P
S 5

Analyze
training
requirements
4

Administer
employee
benefit plan

Promote
municipality
and council

Develop
working
relationships
with other
agencies
P
S 5

Promote
municipality
and council

Provide on-thejob training

Provide
professional
development
opportunities
P
S 4

Maintain
personnel
records

Address public
complaints

Page 6

Address public
complaints

Conduct
performance
evaluations
P

SENIOR ADMINISTRATION OFFICER

Training Needs Assessment Evaluation Form
Major Category

Skill
Supervise staff

LEGISLATION

Comply with
Legislation

Subskill
Provide direct
supervisions

Schedule staff

Delegate work
assignments

Legislation

Comply with
governing
legislation

P
LEGILSATION

Seek legal
interpretation
and advice

Research
legislation to
determine
policy or bylaw
development
P
S 4

Determine
issues

Maintain
policies and
procedures
manual
P

Promote
workplace
performance
P
S 4

Initiate conflict
resolution

Conduct staff
meetings

Demonstrate
familiarity with
land claim
negotiations
and
settlements
P
S 4

Demonstrate
familiarity with
selfgovernment
issues

Perform
legislated
duties

Draft policies,
procedures and
by-laws

Seek council
approval of
policies,
procedures and
by-laws
P
S 4

Implement
policies,
procedures and
bylaws
P

Maintain bylaw
registry

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SENIOR ADMINISTRATION OFFICER

Training Needs Assessment Evaluation Form
Major Category
ADMINISTRATION

Skill
Manage
Administrative
Services

Subskill
Manage the
office

Manage Insurance
Programs

Develop
Comprehensive
Plan

COUNCIL

Provide Support to
Council

Prioritize issues

Manage
resources

Maintain
records and
files
4

Formulate
legal,
legislative and
financial
questions for
opinion
P
S 3

Write proposals

Maintain
computer
systems

Review
insurance
coverages
P
S

Implement
loss-control
systems
P
S 3

Obtain
appraisals

Facilitate
development of
strategic plan
P
S 5

Assist with
capital planning
process
P
S 5

Develop human
resource
strategy
P
S 4

Schedule
resources

Conduct
council
orientation

Provide advice
and guidance
on conflict of
interest

Communicate
legislative
requirements to
council

Prepare
briefing notes

Review
minutes

Conduct
research

Determine
computer
hardware and
software
requirements

Help residents
access
government
services

Fulfill essential
services and
functions

Submit claims
for adjustor
3

Prepare
decision
summaries
S

Inventory
capital assets
and supplies

3
Prepare
contingency
plans
P
S 4

Implement
plans

Provide advice
on policy,
procedures and
bylaw
development
P
S 5

Assist in
defining goals
and objectives

Organize
meetings and
prepare
agendas

Maintain
minutes
registry

Report general
operations to
council

Assign
resource staff
to committees

Page 8

SENIOR ADMINISTRATION OFFICER

Training Needs Assessment Evaluation Form
Major Category

LEADERSHIP
ATTRIBUTES

Skill

Demonstrate
Professional
Behavior

Subskill
Communicate
election
requirements to
council

Coordinate
elections

Adapt to
situations

Demonstrate
objectivity

Demonstrate
accessibility
P

Compromise

Demonstrate
ethical
behaviour

Demonstrate
dependability

Exercise
judgment

Delegate

Take direction

Motivate staff

Pursue
personal and
professional
development

Demonstrate
creativity

Demonstrate
proactive
behaviour
P
S 4

Maintain
positive attitude

Demonstrate
awareness of
relevant trends
and decisions

Make decisions

Manage time

Demonstrate
fair, equitable
and consistent
behaviour

Demonstrate
willingness to
perform
alternate duties
as required
S

Separate
personal and
professional life

Maintain
confidentiality
S

Manage stress

Page 9

Demonstrate
patience
4

Display tact

SENIOR ADMINISTRATIVE OFFICER

Training Needs Assessment Evaluation Form

Comments:
1. Super
v
i
sor

scomment
s

2. Expectations for the coming year/workplan

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SENIOR ADMINISTRATIVE OFFICER

Training Needs Assessment Evaluation Form
3. Employee goals and objectives

4. Career Goals

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SENIOR ADMINISTRATIVE OFFICER

Training Needs Assessment Evaluation Form
5. Recommended training

6. Employee Comments

Employee:

Supervisor:

Title:

Title:

Signature:

Signature:

Date:

Date:

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