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Performance Development
Information Session for Supervisors
Kevin R. Thomas
Manager, Training & Development
x3542
kevin.r.thomas@williams.edu
Objectives
• Obtain basic knowledge needed to complete and
submit written performance evaluations:
– Updating job description
– Obtaining self-evaluation from staff
– Collect info and draft review
• Past performance
• Goals for next year
– Conduct the performance evaluation conversation
– Finalize and submit the evaluation
• Answer your questions
• Identify resources for further learning
Why Performance Development?
• “In our survey, almost two-thirds agreed that
‘my performance and possibilities for success
in my career would have increased
substantially if I had been given more
feedback.’” – Zenger/Folkman
• Substantial performance conversations
increase employee engagement and solve
performance problems.
Williams’ Performance Development
Process
Agenda
– Updating job description
– Obtaining self-evaluation
from staff
– Collect info and draft
review
• Past performance
• Goals for next year
– Conduct the performance
evaluation conversation
– Finalize and submit the
evaluation
Updating Job Description
• Meet to review current job description
– If you don’t have a copy, HR may have a copy
– If you need to start from scratch, use the form at
http://hr.williams.edu/forms/ under Performance Development
• Discuss any changes in the job description that need to be
documented
• You may have your staff member first draft the updates, or
you may do it yourself.
• Forward updated job description to HR by email to
hr@williams.edu
• If you think changes merit additional compensation or a
change in title or grade, speak to the Danielle Gonzalez,
Assistant Director of HR.
Agenda
– Updating job description
– Obtaining self-
evaluation from staff
– Collect info and draft
review
• Past performance
• Goals for next year
– Conduct the performance
evaluation conversation
– Finalize and submit the
evaluation
Obtaining Self-Evaluations from Staff
• An assignment like any other
• Clearly identify the objective and deadline
• Explain the value of the task
– Gives employee a voice in the evaluation process
– Provides important information to you in writing the
review
• Offer support and guidance
• Hold people accountable
• Be prepared to give feedback on the quality of
the self-evaluation as a work product
Agenda
– Updating job description
– Obtaining self-evaluation
from staff
– Collect info and draft
evaluation
• Past performance
• Goals for next year
– Conduct the performance
evaluation conversation
– Finalize and submit the
evaluation
Gathering Information
• To get a complete picture of your employee’s performance,
you need to gather information from many sources.
The total
picture of
your
employee’s
performance
Colleagues
Employee’s
direct
reports
Employee’s
self-
evaluation
Your own
observations
Dotted line
reports
Clients,
customers,
vendors
Gathering Information
• Your own observations:
– Previous year’s review
– Dept. employee file and personnel file
(esp. if you are a new supervisor to an employee
that was here before you)
– Notes from 1:1 meetings
– Emails
– Work products
Writing the Review:
Anatomy of the Forms
Rating Competencies: Assessment Tendencies
Positive Tendency Giving all employees positive assessments overall
Strictness Tendency
Giving employees only constructive, critical feedback; overly
demanding
Central Tendency
Playing it safe by giving employees the same type and content
of assessment
Halo Effect
Assessment is based on a general impression of overall
performance not specific, individual performance
Similar to Me
Assessment is based on perception that those with certain
values/habits similar to yours are successful
Recency Effect
Looking only at recent events, a snap shot instead of the long
view over the entire assessment period
Past Performance Effect
Being influenced by past performance rather than performance
within the current cycle
Contrast Effect
Direct comparison of staff member to others at same or higher
levels, rather than performance on goals
Positive Tendency Giving all employees positive assessments overall
Writing the Review: The Key Formula
Behavior Impact
Alternative
Positive
Behavior (if
necessary)
Encourages
continued
positive
performance or
improved
performance
Agenda
– Updating job description
– Obtaining self-evaluation from staff
– Collect info and draft evaluation
• Past performance
• Goals for next year
– Conduct the performance evaluation conversation
– Finalize and submit the evaluation
Writing the Review: Future Goals
• Use the SMART formula
Agenda
– Updating job description
– Obtaining self-evaluation
from staff
– Collect info and draft
evaluation
• Past performance
• Goals for next year
– Conduct the
performance evaluation
conversation
– Finalize and submit the
evaluation
Before the Conversation
• Determine how you as the manager want and
need to ‘show up’
• Recognize your emotions and their influence on
you
• Anticipate employee’s reaction
• Identify open ended questions
• Plan for meeting to be free of outside
interruptions
• Consider location setting and timing
Before the Difficult Conversation
• Realize difficult conversations are part of life.
• Approach each conversation as an opportunity to
learn about the staff member’s point of view, as
well as a chance to re‐align performance with
expected positive outcomes
• Assume that you don’t know the staff member’s
motivations; be curious.
• Consider factors contributing to situation
• Review notes
During the Conversation
• Invite employee to express opinion
• Avoid extreme characterizations
– Ex. “You always/ never”
• Be specific
• Use Behavior + Impact statements (+alternative
positive behavior)” to make your feedback credible
• Be supportive, ask how you can help to solve any
problems
• Emphasize problem solving attitude
• Determine next steps – agree to disagree if appropriate
Agenda
– Updating job description
– Obtaining self-evaluation
from staff
– Collect info and draft
evaluation
• Past performance
• Goals for next year
– Conduct the performance
evaluation conversation
– Finalize and submit the
evaluation
Questions?
Resources for Further Learning
• http://hr.williams.edu/staff-
development/perf-dev/perf-dev-training/
Thanks!
Program evaluation link will be sent by email.
Kevin R. Thomas
Manager, Training & Development
x3542
kevin.r.thomas@williams.edu
Coda on Motivation
Drive by Dan Pink
• Research shows:
– Bonuses only work for tasks
that require only mechanical
skills.
– For more complex tasks, larger
rewards lead to poorer
performance.
– Pay only motivates us if we’re
worried about it.
• Instead, research shows the
following factors are more
motivating:
– Autonomy
– Mastery
– Purpose

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Performance Development Information Session for Supervisors

  • 1. Performance Development Information Session for Supervisors Kevin R. Thomas Manager, Training & Development x3542 kevin.r.thomas@williams.edu
  • 2. Objectives • Obtain basic knowledge needed to complete and submit written performance evaluations: – Updating job description – Obtaining self-evaluation from staff – Collect info and draft review • Past performance • Goals for next year – Conduct the performance evaluation conversation – Finalize and submit the evaluation • Answer your questions • Identify resources for further learning
  • 3. Why Performance Development? • “In our survey, almost two-thirds agreed that ‘my performance and possibilities for success in my career would have increased substantially if I had been given more feedback.’” – Zenger/Folkman • Substantial performance conversations increase employee engagement and solve performance problems.
  • 5. Agenda – Updating job description – Obtaining self-evaluation from staff – Collect info and draft review • Past performance • Goals for next year – Conduct the performance evaluation conversation – Finalize and submit the evaluation
  • 6. Updating Job Description • Meet to review current job description – If you don’t have a copy, HR may have a copy – If you need to start from scratch, use the form at http://hr.williams.edu/forms/ under Performance Development • Discuss any changes in the job description that need to be documented • You may have your staff member first draft the updates, or you may do it yourself. • Forward updated job description to HR by email to hr@williams.edu • If you think changes merit additional compensation or a change in title or grade, speak to the Danielle Gonzalez, Assistant Director of HR.
  • 7. Agenda – Updating job description – Obtaining self- evaluation from staff – Collect info and draft review • Past performance • Goals for next year – Conduct the performance evaluation conversation – Finalize and submit the evaluation
  • 8. Obtaining Self-Evaluations from Staff • An assignment like any other • Clearly identify the objective and deadline • Explain the value of the task – Gives employee a voice in the evaluation process – Provides important information to you in writing the review • Offer support and guidance • Hold people accountable • Be prepared to give feedback on the quality of the self-evaluation as a work product
  • 9. Agenda – Updating job description – Obtaining self-evaluation from staff – Collect info and draft evaluation • Past performance • Goals for next year – Conduct the performance evaluation conversation – Finalize and submit the evaluation
  • 10. Gathering Information • To get a complete picture of your employee’s performance, you need to gather information from many sources. The total picture of your employee’s performance Colleagues Employee’s direct reports Employee’s self- evaluation Your own observations Dotted line reports Clients, customers, vendors
  • 11. Gathering Information • Your own observations: – Previous year’s review – Dept. employee file and personnel file (esp. if you are a new supervisor to an employee that was here before you) – Notes from 1:1 meetings – Emails – Work products
  • 13. Rating Competencies: Assessment Tendencies Positive Tendency Giving all employees positive assessments overall Strictness Tendency Giving employees only constructive, critical feedback; overly demanding Central Tendency Playing it safe by giving employees the same type and content of assessment Halo Effect Assessment is based on a general impression of overall performance not specific, individual performance Similar to Me Assessment is based on perception that those with certain values/habits similar to yours are successful Recency Effect Looking only at recent events, a snap shot instead of the long view over the entire assessment period Past Performance Effect Being influenced by past performance rather than performance within the current cycle Contrast Effect Direct comparison of staff member to others at same or higher levels, rather than performance on goals Positive Tendency Giving all employees positive assessments overall
  • 14. Writing the Review: The Key Formula Behavior Impact Alternative Positive Behavior (if necessary) Encourages continued positive performance or improved performance
  • 15. Agenda – Updating job description – Obtaining self-evaluation from staff – Collect info and draft evaluation • Past performance • Goals for next year – Conduct the performance evaluation conversation – Finalize and submit the evaluation
  • 16. Writing the Review: Future Goals • Use the SMART formula
  • 17. Agenda – Updating job description – Obtaining self-evaluation from staff – Collect info and draft evaluation • Past performance • Goals for next year – Conduct the performance evaluation conversation – Finalize and submit the evaluation
  • 18. Before the Conversation • Determine how you as the manager want and need to ‘show up’ • Recognize your emotions and their influence on you • Anticipate employee’s reaction • Identify open ended questions • Plan for meeting to be free of outside interruptions • Consider location setting and timing
  • 19. Before the Difficult Conversation • Realize difficult conversations are part of life. • Approach each conversation as an opportunity to learn about the staff member’s point of view, as well as a chance to re‐align performance with expected positive outcomes • Assume that you don’t know the staff member’s motivations; be curious. • Consider factors contributing to situation • Review notes
  • 20. During the Conversation • Invite employee to express opinion • Avoid extreme characterizations – Ex. “You always/ never” • Be specific • Use Behavior + Impact statements (+alternative positive behavior)” to make your feedback credible • Be supportive, ask how you can help to solve any problems • Emphasize problem solving attitude • Determine next steps – agree to disagree if appropriate
  • 21. Agenda – Updating job description – Obtaining self-evaluation from staff – Collect info and draft evaluation • Past performance • Goals for next year – Conduct the performance evaluation conversation – Finalize and submit the evaluation
  • 23. Resources for Further Learning • http://hr.williams.edu/staff- development/perf-dev/perf-dev-training/
  • 24. Thanks! Program evaluation link will be sent by email. Kevin R. Thomas Manager, Training & Development x3542 kevin.r.thomas@williams.edu
  • 25. Coda on Motivation Drive by Dan Pink • Research shows: – Bonuses only work for tasks that require only mechanical skills. – For more complex tasks, larger rewards lead to poorer performance. – Pay only motivates us if we’re worried about it. • Instead, research shows the following factors are more motivating: – Autonomy – Mastery – Purpose

Editor's Notes

  • #26: http://www.youtube.com/watch?v=u6XAPnuFjJc http://www.youtube.com/watch?v=rrkrvAUbU9Y  http://www.worldcat.org/title/drive-the-surprising-truth-about-what-motivates-us/oclc/311778265&referer=brief_results