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How to Complete Page 3: Principal Administrator Demographics

Updated over 10 months ago

Overview

Page 3 collects specific demographic and professional information about your organization's Principal Administrator (CEO, Executive Director, or equivalent top position). This information supports industry-wide analysis of leadership trends and development.

Before You Begin

Gather information about your Principal Administrator's:

  • Contract details

  • Educational background

  • Professional experience

  • Performance evaluation process

  • Industry tenure

  • Demographic information (if available)

Key Concepts

  • Principal Administrator: Your organization's top executive position (CEO/Executive Director)

  • Contract Terms: Formal employment agreement details

  • Performance Measures: Criteria used for evaluation

  • Industry Experience: Time in performing arts administration

Step-by-Step Guide

1. Position Details

  • Confirm exact title

  • Indicate reporting relationship

    • Typically Board of Directors

    • Note any unique governance structures

  • Specify employment status

    • Full-time/part-time

    • Contract terms

    • At-will status

2. Contract Information

  • Indicate whether a formal contract exists

  • Specify contract duration

  • Note renewal provisions

  • Document key contract elements:

    • Term length

    • Renewal procedures

    • Performance requirements

    • Special provisions

3. Educational Background

  • Highest degree earned

  • Field(s) of study

  • Institution(s)

  • Year of completion

  • Professional certifications

4. Professional Experience

  • Total years in current position

  • Previous performing arts experience

  • Related industry experience

  • Management experience

  • Board service

5. Performance Evaluation

  • Evaluation frequency

  • Responsible party (typically board)

  • Key performance measures:

    • Financial results

    • Artistic achievement

    • Community impact

    • Staff development

    • Fundraising success

    • Other specific metrics

6. Demographic Information

Optional but encouraged:

  • Age range

  • Gender identity

  • Race/ethnicity

  • Geographic origin

Best Practices

1. Data Accuracy

  • Verify all information with official records

  • Confirm current contract status

  • Review board minutes if needed

  • Cross-check with HR files

2. Privacy Considerations

  • Follow organization's privacy policies

  • Obtain appropriate permissions

  • Handle demographic data sensitively

  • Maintain confidentiality

3. Documentation

  • Note sources of information

  • Record relevant dates

  • Document any unusual circumstances

  • Maintain clear records

Common Scenarios

Leadership Transition

If position changed during fiscal year:

  • Enter information for person in role at year end

  • Note transition in comments

  • Document interim arrangements if applicable

Multiple Roles

If Principal Administrator has multiple titles:

  • Enter primary executive role

  • Note additional responsibilities

  • Explain reporting relationships

Contract Renewal

During contract transition:

  • Enter current contract details

  • Note pending changes

  • Update once new contract is finalized

Special Considerations

1. Interim Leadership

For temporary arrangements:

  • Note interim status

  • Enter current compensation

  • Document expected duration

  • Explain special circumstances

2. Shared Leadership

For co-leader models:

  • Enter data for top position

  • Note dual leadership structure

  • Explain division of responsibilities

3. Founder Leadership

For founder-led organizations:

  • Note founder status

  • Document any special arrangements

  • Explain unique circumstances

Tips for Success

1. Information Gathering

  • Work with board secretary

  • Consult HR records

  • Review board minutes

  • Verify current information

2. Completeness

  • Fill all required fields

  • Provide context in notes

  • Document special circumstances

  • Include relevant dates

3. Sensitivity

  • Handle information confidentially

  • Follow privacy guidelines

  • Obtain necessary permissions

  • Maintain professionalism

Common Pitfalls to Avoid

  • Outdated contract information

  • Incomplete experience history

  • Missing performance criteria

  • Unclear reporting relationships

  • Insufficient documentation of changes

Next Steps

  • Review all entries for accuracy

  • Proceed to Page 4: Compensation

  • Gather compensation documentation

  • Schedule support if needed

Quality Checklist

  • [ ] Position details verified

  • [ ] Contract information current

  • [ ] Education details complete

  • [ ] Experience documented

  • [ ] Evaluation criteria specified

  • [ ] Changes noted

  • [ ] Privacy maintained

Need Help?

  • Schedule a support call

  • Review FAQ section

  • Check field definitions

Important Notes

  • Keep information current

  • Update promptly for changes

  • Maintain accurate records

  • Respect confidentiality

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