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  • 7/31/2019 Performance Appraisal Presentation 042110 282 29

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    Performance Appraisals

    2010 Year-end Process

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    Performance Management Process

    Goal Setting Deans level

    Unit/Dept Level

    Planning PerformanceIndividual Goal setting Development Planning

    Coaching Performance

    Reviewing Performance Mid Year

    Year End

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    How do we measure performance?

    Performance Results What was produced/accomplished?

    Through Goal-setting

    Demonstrated Competencies How was it produced/accomplished?

    Rating performance factors : Job Knowledge, Collaboration

    & Teamwork, Service Excellence, Communication,Continuous Improvement, Management & Development,

    Budget Management (new this year)

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    The Written Performance Appraisal

    Ask that the staff member complete and return both the Employee Self EvaluationForm and Individual Goals Progress Report.

    Employee Self Evaluation Form and Individual Goals Progress Report are being submitted to you viaemail, with a copy to HR, this year.

    When completing the Performance Appraisal Form focus on the responsibilities of the

    job as expressed in the job description. Be as objective as possible.

    Indicate rating for each individual Performance Factor (Scale 1-4)

    Calculate Overall Rating based on ratings for Performance Factors and Unit andIndividual Goals (both are evenly weighted, 50/50).

    Please ensure that your overall comments are responsive to the Employee SelfEvaluation Form and Individual Goals Progress Report, as well as the performancefactors.

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    More on the Overall Rating

    Unit and Individual Goal Performance Rating

    on a scale of 1 - 4

    Performance Factor Rating

    Average rating for 5 7 performance factors

    Calculate the officers overall rating.

    Example:

    Goal Performance Rating = 3.5

    Performance Factor Average Rating = 3.3

    Overall Rating = 3.4

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    The Written Performance Appraisal

    Seek the approval of your Dean or Director responsible foryour area. Incorporate any changes he or she maysuggest.

    A draft of all of the completed forms must be emailed toHuman Resources and your respective Dean or Directorfor review prior to meeting with the employee.

    Make an appointment with the staff member whoseperformance you will be reviewing. Allow ample time andensure that you will not be interrupted.

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    Preparing for the Performance Review Meeting

    Managers Role: Ask the direct report to prepare

    Gather information onperformance/ ensure supportinginformation on performance is

    available Complete the performance

    appraisal

    Email appraisal to next levelmanager & HR for approval

    Plan your approach to the

    discussion Schedule the meeting

    Provide written evaluation toemployee

    Employees Role:

    Prepare thorough overview ofperformance by completing self-report portion of theperformance appraisal (Goal

    Progress Report & SelfEvaluation)

    Ensure supporting informationon performance has been madeavailable

    Provide feedback to your

    supervisor Work with supervisor in

    establishing development plan

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    At the performance review meeting

    Discuss your evaluation of the staff

    members performance over the last year

    and a development plan for the upcoming

    year.

    Discuss the status of goals set for thecurrent year and have a discussion

    regarding goals for the upcoming year.

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    Delivering the Written Performance Review

    Email the completed appraisal to the staff memberprior to your performance meeting or immediatelyafterwards, with a copy to HR and your respectivedean.

    It is recommended that you save the document as a read-only filebefore forwarding to the employee.

    You can do this by visiting the Tools menu, clicking options, clicking

    Security and selecting Read-only recommended check-box or by sending to your employee as a read only PDF file. One way this

    can be done is via using the scan and send function of any of our copymachines located throughout the building.

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    Employee Feedback

    Employees may add comments and/or their

    overall reaction to the evaluation via an

    email to their supervisor, with a copy to HR

    for their file.

    Be sure to set a deadline by which theyshould submit this feedback.

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    Final Thoughts:A Performance Review should answer the

    following questions for the employee?

    How did my manager rate my overall performance?

    How did my manager determine the overall rating?

    What were my performance strengths during thisperformance year?

    What areas do I need to improve/develop further?

    What are the next steps for developing my knowledgeand skills?

    How did I perform against my goals?

    What are the gaps between my perception of myperformance and my managers perception?

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    Performance Calendar

    Upcoming Dates:

    May 14th

    Self Evaluations and Individual GoalProgress Reports due to Supervisors via email

    May 28th Performance Appraisals due

    June Performance Review Meetings Held

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    Questions?