Performance management
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This document provides an overview of performance management objectives and processes. It aims to teach effective methods for creating constructive performance evaluations, communicating with employees, and using performance management forms and tools. The key points covered include: setting objectives and expectations with employees, providing ongoing feedback, conducting a formal annual performance evaluation with no surprises, linking individual performance to organizational goals, and developing measurable performance goals.
Performance management
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- 2. Performance Management Objectives In this training you will learn the most effective methods to create constructive performance evaluations and how to communicate with employees during the performance process. • To learn the basics of Performance Management • To understand the purpose and strategies behind Performance Appraisals • To gain knowledge of the performance management forms and tools • To gain an understanding of the merit/awards process 2
- 3. Performance Management Performance Management Performance management is an ongoing process of communication between a supervisor and an employee that occurs throughout the year, in support of accomplishing the strategic objectives of the organization. The communication process includes: • Setting Objectives • Discussing Expectations and Performance Standards • Identifying Goals • Providing Feedback • Evaluating Results 3
- 4. 1. Develop/Review Position Description 2. Establish Performance Expectations 3. Identify Tools and Training Needed 4. Ongoing Feedback and Communication 5. Handle Issues as they Arise. 6. Adjust Assignments as Needed 7. Formal Performance Evaluation (no surprises!) 8. Discuss Possible Professional Development Plan 9. Merit Rewards Process The Annual Performance Management Process Performance Management 4
- 5. The Importance of Performance Planning The purposes of the Division of Agriculture & Natural Resources performance management program are to: • Provide a link between work planning for individual staff members and overall department and Division goals • Help staff members understand their job responsibilities and improve job performance • Recognize and reward staff member contributions, and foster professional development and career growth • Increase productivity and correct problems • Required in the determination of merit increases Performance Management 5
- 6. Developing Performance Goals/Objectives Definitions of Performance Expectations Performance expectations should be clear, brief, attainable, and measurable, and can be expressed in terms of: 1. Quality 2. Quantity 3. Timeliness 4. Effective use of Resources 5. Manner of Performance 6. Method of Performing Performance Management 6
- 7. Developing Performance Goals/Objectives Avoid Unrealistic Goals 1. Use specific examples of behaviors and of the desired results 2. Avoid using evaluative terms which do not describe behaviors and/or outcomes, such as "good work" and "bad attitude" 3. Be wary of using terms such as "always" and "never." It is not realistic to expect that a staff member will always perform perfectly and will never make a mistake 4. Avoid using numbers in goals unless you actually intend to count the behavior 5. Consider the cost/benefit of gathering data on performance Performance Management 7
- 8. Developing Performance Goals/Objectives Verifying and Recording Performance Methods of Verifying Performance Determined at the start of the evaluation period and discussed with the staff member. • Direct observation • Reports of others' observations • Written records such as attendance, financial, assignment logs, and status reports • Results in the form of tangible products Performance Management 8
- 9. Developing Performance Goals/Objectives Verifying and Recording Performance Record Performance • Record only job-related performance, avoid making statements about an individual • Do not try to record every event; select a representative sample of performance • Cross validate reports from others • Record both positive and negative performance Performance Management 9
- 10. Developing Performance Goals/Objectives Example Problem An employee has been making mistakes while entering the payroll for the last month. They have had to go back and correct their mistakes the next day, taking time away from other projects. Performance Need Employee needs to prepare all work accurately and on time in order to keep on schedule and provide the other administrative services as part of their job. Performance Management 10
- 11. Developing Performance Goals/Objectives Example Goal Go through PPS training refresher course, in order to keep up to date and get a reminder of the intricacies of the system (by November 2012). Outcome Skills to enter payroll into the PPS system, on time, with a lower rate of error, in order to free up time for other administrative tasks. Performance Management 11
- 12. Counseling and Coaching Tips • Share knowledge and experience • Share feedback and observations • Use questioning to stimulate thinking • Facilitate by listening • Encourage brainstorming • Explore options and consequences together • Allow the employee to find their own conclusions and solve their own problems when possible Performance Management 12
- 13. After the New Hire Probationary Period All professional and support staff employees who hold career appointments shall serve a probationary period during which time their work performance and general suitability shall be evaluated in writing. The probationary period is completed following six months of continuous service at one-half time or more without a break in service. 13 Probationary Period
- 14. After the New Hire Establish Performance Goals Performance goals and objectives are what an employee can look to, and what a supervisor can look to in order to understand the desired outcome of each function of the job. Employees and managers should meet to clarify expected outcomes and set objectives that coordinate the employee's job to department and campus objectives. 14 Probationary Period
- 15. After the New Hire Release from Employment Prior to Career Status At any time during the probationary period an employee may be released in accord with the appropriate personnel program/contract policy. Extension of Probationary Period Under appropriate circumstances, the probationary period may be extended at the discretion of the staff personnel unit. 15 Probationary Period
- 16. Performance Appraisal A formal performance review must be conducted each year consisting of discussions between the supervisor and the staff member and a written record of the appraisal. Discussions should occur more frequently if needed, such as when new objectives are developed, or if the staff member requires a more structured approach in order to encourage improved performance. The content of the formal appraisal should not be a surprise. Performance Management 16
- 17. Performance Appraisal Guidelines • Frequent Communication Throughout the Year • Judge Your Own Performance • Warm-Up Period • Be Candid & Be Specific • Build on Strengths • Be a Positive Listener • Judge Performance - Not the Person Performance Management 17
- 18. Performance Appraisal Assignment of Overall Performance Rating Overall performance ratings are qualified by four areas: 1. Exceeds Job Expectations 2. Meets Job Expectations 3. Partially Meets Job Expectations 4. Does Not Meet Job Expectations Performance Management 18
- 19. The Appraisal Discussion Discussion Tips • Clearly state the purpose of the meeting and explain the process • Tell staff member what can come out of meeting, including future assignments, clear communication, and increased duties • Help the staff member feel at ease and receptive • Avoid criticism of personality or personal traits • Use listening skills to separate facts from opinions • Conclude with a summary of the main points of the discussion • Inform staff member of the option to respond to the appraisal • Have employee sign the form, or set a mutually agreeable date for signing the final form Performance Management 19
- 20. The Appraisal Discussion Supervisor's Self Evaluation • Did things go well/poorly? Why? • What topics were handled successfully/unsuccessfully? • What subjects aroused the staff member's interest and involvement? • Were all important points thoroughly discussed? • What remains as unfinished business? • What points should be raised at the next meeting? • What performance should be monitored in the future? • What objectives should be set? • Is the staff member a possible candidate for promotion? Performance Management 20
Editor's Notes
- #7: Quality - how well work must be done in terms of accuracy, appearance, completeness, thoroughness, precision, and compliance with professional standards which may have been established for an occupation Quantity - how much work must be completed within a given time period. Timeliness - when, how soon, within what time period work must be done Effective use of Resources - assess the cost/benefits or use of resources such as money, equipment, personnel, time Manner of Performance - describes specific behaviors that have an impact on outcomes such as cooperation and courtesy (sometimes inappropriately referred to as "attitude") Method of Performing - used if there are rules regarding the methods and procedures which must be used to accomplish assignments work.
- #10: To develop a reliable record of events, it is recommended that the supervisor keep informal notes regarding specific performance events throughout the evaluation period. The staff member should be informed in advance that samples of performance will be recorded.
- #13: Further Motivation Tips Motivation works best when its focus is on enhancing and sustaining performance. The more you know your staff, their needs and desires related to their job performance, the more you will understand what motivates them.
- #16: Appropriate circumstances mean: change of supervisor or transfer to a different job during the probationary period or other similar situations.
- #17: Frequent Communication Planned frequent communication and feedback on job performance helps overcome fear during the actual formal performance appraisal session. Judge Your Own Performance Evaluate your own performance before you evaluate the staff member's performance. Are you responsible for their good or bad performance? Warm-Up Period Take the time to develop rapport and discuss the advantages of an appraisal. Review the information on hand to measure the staff member's performance. Be Candid & Be Specific Candidly get right to the point in discussing a staff member's performance on the job. Honesty and candor will result in a big payoff for you and the staff member. Build on Strengths This approach enables the staff member to work toward their greatest potential. The staff member must use their strengths to accomplish a job; they cannot use their weaknesses. Be a Positive Listener Listen attentively. Non-verbal communication often says more than words. Judge Performance - Not the Person Judge a staff member’s performance and results. Don't judge personality or personal traits.
- #18: Frequent Communication Planned frequent communication and feedback on job performance helps overcome fear during the actual formal performance appraisal session. Judge Your Own Performance Evaluate your own performance before you evaluate the staff member's performance. Are you responsible for their good or bad performance? Warm-Up Period Take the time to develop rapport and discuss the advantages of an appraisal. Review the information on hand to measure the staff member's performance. Be Candid & Be Specific Candidly get right to the point in discussing a staff member's performance on the job. Honesty and candor will result in a big payoff for you and the staff member. Build on Strengths This approach enables the staff member to work toward their greatest potential. The staff member must use their strengths to accomplish a job; they cannot use their weaknesses. Be a Positive Listener Listen attentively. Non-verbal communication often says more than words. Judge Performance - Not the Person Judge a staff member’s performance and results. Don't judge personality or personal traits.
- #19: This staff member demonstrates a thorough understanding of the job, frequently perceives aspects of the position which are seldom perceived by others, and initiates, plans for, and accomplishes many innovative and valuable objectives for the unit/department/University
- #21: Ask questions of yourself after the appraisal discussion is complete.