Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Just-In-Time Performance Evaluation Workshop

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Course Goal

At the end of this session, you will have an awareness of how to prepare to conduct an evaluation, tools to help you successfully conduct evaluation meetings, and how to fairly assess and rate your employee’s performance and behavior.

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Course Objectives

• Properly prepare to evaluate your employee’s performance

• Evaluate your employee's performance in a fair and equitable manner

• Setup and conduct a non-threatening evaluation meeting with your employee

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

1. MutuallyDevelop

PerformancePlan

2. Monitor&

DocumentPerformance

3. Provide Coaching & Developmen

t

4. EvaluatePerformanc

e

5. Recognize and RewardPerformance Performance Management

Process

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Evaluation Process Flow

Supervisor Completes Employee Performance Evaluation

ApproveReject

Supervisor revises evaluation

Supervisor meets with employeeTo review evaluation

Supervisor submits evaluationto next level supervisor

Supervisor electronically signsand sends to employee

Employee electronically signs,form is submitted to Human Resources

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Preparing for the Evaluation

• Employee Performance File• Job Description• Changes that Impact

Performance• Employee Self-Assessment

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Pre-Evaluation Meeting

The pre-evaluation meeting is a critical step that helps align the supervisor and employee, build trust, and establish solid communications.

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Ratings

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Fails to Meet Expectations

• Performance or behavior is unsatisfactory

• Employee given time to improve

• Coaching and Counseling sessions are documented

• Employee and Management Services consulted

• Performance Improvement Plan implemented if appropriate

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Needs Improvement

• Still needs improvement to fully meet expectations

• Coaching and counseling sessions documented

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Meets Expectations

• Performance and behavior fully meets expectations

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Exceeds Expectations

• Performance and behavior exceeds the established standard

• Performance and behavior is documented

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Exemplary

• Performance or behavior serves as a model for others

• Performance and behavior to support score is documented

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Comments

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Section 2 Part 1 – Goals for the Year Ahead

• Aligns employees work with department or unit goals

• Encourages and strengthens good performance

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

S.M.A.R.T. Goals

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Section 2 Part 2 – Professional Development

• Knowledge and skills to advance professionally

• Supports employee’s career development

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Section 2 Part 3 – Areas for Improvement

• Behavior or performance does not meet expectation

• Required if overall score is 4.55 or lower

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Evaluation Meeting

• Schedule the meeting• Plan what you’re going to say• Choose a quiet private location• Print copy of the evaluation for the employee• Start on a positive note• Close the meeting on a positive note

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Employee Signature

• Indicates that the evaluation has

been discussed with employee• Employee can add comments

about the evaluation• Electronic evaluation accessed at

https://evaluation.nmsu.edu• Electronic evaluations that have not been signed will

not be viewable online after evaluation period ends

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Questions

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Evaluation Help

• Employee & Management Services

• HR Service Center

• http://hr.nmsu.edu/employee-relations/

• 575-646-2449• Fax 575-646-4556

• hrhelp@nmsu.edu• 575-646-8000• Fax 575-646-2806

Center for Learning & Professional DevelopmentJust-In-Time Performance Evaluation Workshop v1.42/11/14

Additional Resources

• Evaluation Forms

Frequently Asked Questions

• Center for Learning and Professional Development

• http://hr.nmsu.edu/employee-relations/performance-management/evaluations/

• http://training.nmsu.edu/