I am looking for an easy way to document meetings, actions, and initiatives that I undertake to fulfill the requirements of a yearly evaluation.? What comes to mind is an Excel spreadsheet setup with the following headers:
| Date | Action Taken | Category | Indicator | Comments |
There are seven unique categories: *Board Relationships*, *Community Relationships*, *Staff and Personnel Relationships*, *Educational Relationships*, *Business and Finance*, *School Improvement and Strategic Planning Skills*, and *Professional and Personal Qualities*.? Under each category, there are anywhere from six to sixteen indicators.
After entering the date and action that I have taken, I want a drop-down box in the Category column to contain all of the categories listed above.? Once a category is selected, the Indicator column should feature a drop-down box containing only the indicators specific to the appropriate category.? In essence, the Indicator drop-down will be dependent upon the Category drop-down.
This will provide me with a record that I can easily sort for each indicator and category.? I will upload the actual performance evaluation to give you a better idea of the instrument.