Performance Review Experience Design
- 1. Performance Review Experience Design LPA Design Studios September 2020 - June 2021
- 2. Context LPA is a sustainable Architectural design firm with 400+ employees specializing in disciplines from civil engineering and interior design, to landscape architecture.
- 3. Context LPA is a sustainable Architectural design firm with 400+ employees specializing in disciplines from civil engineering and interior design, to landscape architecture. The firm had just created our department, Integrated Communications, 3 years prior after recognizing a lack of visual identity and consistency. Our first charge was to completely overhaul the brand identity of the firm, and build out all company-wide materials.
- 4. Problem LPA was struggling with employee retention, and hoped to improve employee satisfaction with a custom, strength-based performance review application, built in-house.
- 5. Problem I was tasked with designing the User Interface for the new application; in other words, my role was to apply the LPA brand aesthetic. I had clear objectives from stakeholders — Executives, HR, Culture Group, and Operations — but noted that the end user voice was absent. I also had a hunch that there was a larger problem with the current review system, not related to its absence of a focus on strengths. LPA was struggling with employee retention, and hoped to improve employee satisfaction with a custom, strength-based performance review application, built in-house.
- 6. Problem I took the initiative to conduct short interviews with employees from a variety of disciplines and level of expertise, to hear their thoughts on the current review system.
- 7. Problem Employees felt the system’s questions were too structured, and they didn’t have time or space to talk about topics “that matter.” Employees felt like the review meeting itself was disconnected, with participants reading pre-written answers to questions. Employees often had questions regarding how or the best way to answer certain questions, but were hesitant to ask their supervisor or HR. I took the initiative to conduct short interviews with employees from a variety of disciplines and level of expertise, to hear their thoughts on the current review system.
- 8. Problem LPA was struggling with employee satisfaction due in part to a performance review system that failed to support employee growth through a connected, candid, intuitive process.
- 9. Ideation I initiated a design charrette with the project team and stakeholders to address my findings and lean on a variety of perspectives to explore potential design solutions.
- 10. Ideation The charrette exposed a key insight: the common thread between the employee pain points was ineffective communication. Rather than driving a disengaged, fill-in-the blank style form completed separately, we decided to explore developing a system that serves a more supportive role — inspiring natural, candid conversation between employee and supervisor. I initiated a design charrette with the project team and stakeholders to address my findings and lean on a variety of perspectives to explore potential design solutions.
- 11. Ideation Support Live Communication Intuitive, Informative Design & Content Encourage Completion Together Findings informed the resulting design.
- 12. Ideation
- 13. Test We took a working prototype to select stakeholders, supervisors, and employees to validate the solution and discover lingering pain points for further iteration.
- 14. Test Many weren’t prepared to implement the strengths functionality originally envisioned by Leadership. Navigation needed improvement — top navigation often got lost on pages with long scrolls. Two rating scales, one for employee and one for supervisor, was redundant and an inefficient use of space. We took a working prototype to select stakeholders, supervisors, and employees to validate the solution and discover lingering pain points for further iteration.
- 15. Iteration
- 16. OVERVIEW Performance Development Dialogue Welcome to the Performance Development Plan ale Definition Complete the annual Performance Development Plan. Each section will have instructions indicating which items require written responses completed prior to the meeting and which items are for discussion during the meeting. EW ING TO YOU G TO CULTURE TO TEAM HMENTS PLAN te as a leader/manager that advocates professional development of an Employee, while at the same time dations: client inclusion, integrated multi-disciplined process, constant innovation, and a healthy culture. ual whose overall job performance will be appraised through the Performance Development process. nt Process erformance Development Process. It includes all of the Touchpoints and Performance Development nducted using the Performance Development Plan tool. Plan (PDP) ol, from Opening Dialogue and All About Me all the way through Goals and Year-End ogue (PDD) cate and Employee to review the Performance Development Plan through meaningful ployees initiate with their Advocates throughout the year. The primary focus of these nual goals and a opportunity for the Advocates to “check-in” and connect, support, con. The questions in the Think & Talk sections do not require ing, however the Employee should come prepared to discuss e Employee to take notes. Role, Culture + Values, and Your Skills sections, Employees and Advocates will have an opportunity to rate and specific competencies. one to five scale, where three represents Meets Expectations in a responsibility, Aligned in a cultural trait and value, or skill depending upon the section’s scale. The specific scale to be used will be found on the right panel of the section. LPA understands employee performance management as fundamental in the development of well-rounded, high-performing and healthy employees. Through consistent, transparent dialogue surrounding performance, skills, and goals, LPA empowers employees towards professional and personal development. In the process of professional and personal growth, individuals are encouraged to explore all aspects of their profession and take initiative to become well-rounded team members. Realize that learning happens every day and work to gain mastery in your technical skills and abilities as you gain the depth of experience necessary in your profession. DEC JAN FEB MAR APR MAY JUNE TOUCHPOINT TOUCHPOINT Your Role Employee: Prior to your meeting, complete the following section. Divide your role in 3 primary responsibility areas. Use the scale provided to evaluate your performance in each area. Be prepared to discuss your self-evaluation Improvement Required Meets Expectations Role Model Description Percent of Time Level of Success Com ments Why Your Role? This section helps us to understand the Employee’s focus for the last year – what were their main roles and where did he/she spend most of their time. It also allows us to evaluate their performance within the scope job description. Level of Success 1: Improvement Required: Consistently falls below the expectations of the role and performance standards. Improvement is needed to reach the desired performance. 3: Meets Expectations: Consistently meets the expectations and performance standards. Performs all that is expected of one in this position and behaves as expected. 5: Role Model: Master at responsibility. Consistently exceeds expectations and performance standards. Performance is exceptional in all areas, is a role model, and promotes the behavior aligned with culture. Advocate: Prior to your meeting, complete the following section. Use the scale provided to evaluate the Employee’s performance. Discuss ratings with the Employee. Responsibility #1 CONNECTING TO YOU Opening Dialogue Employee: This section is intended to provide a deeper understanding of how the you feel about your current role and highlight your past year. Advocate: Use these questions to have a meaningful conversation with the Employee. Em ployee Strengths Melanie Wells Intellection Individualization Empathy Responsibility Ideation OVERVIEW CONNECTING TO YOU CONNECTING TO CULTURE CONNECTING TO TEAM YOUR SKILLS YOUR ACCOMPLISHMENTS GOALS AND ACTION PLAN TAKEAWAY PERFORMANCE DEVELOPMENT PLAN Question One Choose a question to answer. Overall, how do you feel about where you are in your career today? What excites you most about coming to work everyday? How do you feel about the people you work with at LPA? What are you most proud of outside work? Overall, how would you say you are doing inside and outside of work? Question Two What excites you most about coming to work everyday? Advocate Com ments All About Me Employee: Prior to your meeting, complete the following questions. Come prepared to discuss with your Advocate. Advocate: Through dialogue, listen to gain understanding of what each question means to the Employee. What I am paid to do: What I am passionate about: My biggest success this year: My biggest challenge this year: What do you think you do best and how has that helped you to achieve success in your role this last year? What do you think you do best that has been under-utilized in your role this last year? % Improvement Required Description Percent of Time Level of Success Responsibility #2 % Why Culture+Values? Culture is our shared beliefs and social values that set the foundation for our interactions with each other and with clients. When we are aligned with our culture, we foster collaborative thinking and behavior. RVIEW CONNECTING TO YOU CONNECTING TO CULTURE CONNECTING TO TEAM YOUR SKILLS YOUR ACCOMPLISHMENTS GOALS AND ACTION PLAN TAKEAWAY Communicate openly and honestly, be transparent in all our business practices. Treat others professionally, making thoughtful decisions that demonstrate ethical behavior. COMPLETE SECTION Role Model Use the scale provided to evaluate your our self-evaluation and your alignment with our culture. e the following section. Use the scale provided to evaluate the ratings with the Employee and adjust as appropriate. Next, be prepared ’s alignment with the culture. Integrity and Trust: Do the right thing. Improvement Required Aligned Com ments Level of Success Be open to differing ideas, accept and provide constructive criticism and celebrate the value in our diversity. Participate and be present, be willing to learn and teach every day. Promote inclusiveness and collaborate with clients, partners, and team members to realize the best solutions. Role Model Collaboration: Embrace “we” over “me.” Improvement Required Aligned Com ments Level of Success Build lasting relationships and support clients and peers through a positive mindset. With genuine empathy and respect, seek to understand others’ perspectives. Actively listen to better resolve challenges and consistently deliver on our promises. Role Model Passion for People: Be authentic and listen. Improvement Required Aligned Com ments Level of Success Take personal ownership of your work and approach your responsibilities in an entrepreneurial way. Support each other as you would want others to support you in our shared pursuit of excellence. Be informed and act as if success of the team depends solely on your own personal efforts. Role Model Initiative and Achievement: Be entrepreneurial. Improvement Required Aligned Com ments Level of Success Embrace new ideas, push boundaries, and challenge the status quo by delivering better solutions while protecting our clients and our firm. Improve and challenge ourselves as individuals and collectively to ensure enduring growth. Role Model Creativity and Innovation: Achieve better results. Improvement Required Aligned Com ments Level of Success Proudly represent the LPA brand and contribute to the holistic success of the firm. Uphold a work ethic that values executing details well and inspires an unwavering commitment to design excellence, while supporting the financial success necessary to sustain the mission and people of LPA. Role Model Commitment and Dedication: Deliver excellence in everything we do. Improvement Required Aligned Com ments Level of Success Level of Success 1. Improvement Required: Lacks awareness of shared beliefs and values. Inconsistent demonstration of behaviors associated with culture. 2. Aligned: Understands shared beliefs and values. Consistently models behaviors associated with our culture. 3. Role Model: Understands shared beliefs and values. Consistently models behaviors, advocates, and holds others accountable for behaviors associated with our culture. Role Model Improvement Required Aligned Com ments Level of Success Notes How would you best describe the LPA culture? In what aspect of culture do you excel? What aspect of culture would you like to see improve? PERFORMANCE DEVELOPMENT PLAN YOUR SKILLS Your Skills Why Your Skills? In the spirit of professional growth, we encourage individuals to gain mastery in their technical skills and take time to celebrate newly found abilities. What is a skill? An ability and capacity acquired through deliberate, systematic, and sustained effort to efficiently and effectively carryout complex activities or meet expectations of a role. Em ployee Strengths Melanie Wells Intellection Individualization Empathy Responsibility Ideation OVERVIEW CONNECTING TO YOU CONNECTING TO CULTURE CONNECTING TO TEAM YOUR SKILLS YOUR ACCOMPLISHMENTS GOALS AND ACTION PLAN TAKEAWAY Employee: Complete the following section. Use the scale provided to evaluate your skills. Add new skills as approppriate. Be prepared to discuss your self-evaluation. Advocate: Complete the following section. Use the scale provided to evaluate the Employee’s skills. Discuss ratings with the Employee and adjust as appropriate. Be prepared to discuss. Novice Learning Proficient Expert Mastery Description Level of Success Com ments Skill #1 Level of Success 1. Novice: Familiar understanding of skill. Limited experience at applying knowledge to meet expectations of role. 2. Learning: Emerging narrow scope of understanding. Beginning to apply knowledge to meet expectations of role. 3. Proficient: Narrow in scope with deep understanding in some aspects of skill. Efficient and effective at applying knowledge to meet expectations of role. 4. Expert: Widenin scope and un Novice Learning Proficient E Description Level of Success Com ments Skill #2 PERFORMANCE DEVELOPMENT PLAN YOUR AC Em ploye M PERFORMANCE DEVELOPMENT PLAN YOUR ACCOMPLISHMENTS Your Accomplishments and Last Year’s Goals Why Your Accomplishments? LPA encourages professional development and the recognition of an employee’s growth in their career. Setting goals and reflecting on accomplishments helps us to support and celebrate an individual on their career development path, as well as tie individual efforts to LPA’s success. Em ployee Strengths Melanie Wells Intellection Individualization Empathy Responsibility Ideation OVERVIEW CONNECTING TO YOU CONNECTING TO CULTURE CONNECTING TO TEAM YOUR SKILLS YOUR ACCOMPLISHMENTS GOALS AND ACTION PLAN TAKEAWAY COMPLETE SECTION Employee: Prior to the meeting, complete this section. Review any goals set for last year. Consider your accomplishments and outcomes from your efforts. Come prepared to discuss your accomplishment.. Advocate: Through dialogue, listen to understand how progress went for the Employee, what barriers they may have encountered, and what outcomes were achieved related to each goal’s effort. Please comment on accomplishments of your planned goals from last year: Please comment on any additional accomplishments from last year: OVERVIEW CONNECTING TO YOU CONNECTING TO CULTURE CONNECTING TO TEAM YOUR SKILLS YOUR ACCOMPLISHMENTS GOALS AND ACTION PLAN TAKEAWAY G g yo Optional Goal If you comple two goals befo Performance D Dialogue, use th input information additional goal th striving toward. Be to discuss this goal your Advocate, in ad to your original two g Adv Discu Em ployee Strengths Melanie Wells Intellection Individualization Empathy Responsibility Ideation PERFO Description Goal #1 Why are you Action: What are th Timing: What is the timing Support: What support from you this goal? Advocate Com ments Advocate Com ments Description Goal #2 Why are you setting this goal? How do you expect to Action: What are the specific actions you will take to achiev Timing: What is the timing of the actions? Support: What support from you Advocate or LPA do you need to achie this goal? Description Optional Additional Goal Why are you setting this goal? How do you expect to grow? Action: What are the specific actions you will take to achieve this goal? Timing: What is the timing of the actions? Sup Why The Takeaway? The intention of this section is to identify the Employee’s key takeaways from the development process to be shared with leadership. This is the Employee’s opportunity to share accomplishments, progress, and development outside of the Reviewer’s dialogue. CONNECTING TO YOU CONNECTING TO CULTURE CONNECTING TO TEAM YOUR SKILLS YOUR ACCOMPLISHMENTS GOALS AND ACTION PLAN TAKEAWAY SAVE AND RETURN COMPLETE SECTION SUBMIT & FINALIZE PDP feedback on from your development. What are the key areas that the ership? Complete this section together. Employee’s top thoughts to be shared with Leadership: Advocate’s specific feedback for Employee: Why The Takeaway? The intention of this section is to identify the Employee’s key takeaways from the development process to be shared with leadership. This is the Employee’s opportunity to share accomplishments, progress, and development outside of the Reviewer’s dialogue. rom your at the COMPLETE SECTION
- 17. PERFORMANCE DEVELOPMENT PLAN CONNECTING TO CULTURE Culture + Values Why Culture+Values? Culture is our shared beliefs and social values that set the foundation for our interactions with each other and with clients. When we are aligned with our culture, we foster collaborative thinking and behavior. Employee Strengths Melanie Wells Intellection Individualization Empathy Responsibility Ideation OVERVIEW CONNECTING TO YOU CONNECTING TO CULTURE CONNECTING TO TEAM YOUR SKILLS YOUR ACCOMPLISHMENTS GOALS AND ACTION PLAN TAKEAWAY Communicate openly and honestly, be transparent in all our business practices. Treat others professionally, making thoughtful decisions that demonstrate ethical behavior. Role Model Employee: Prior to your meeting, complete the following section. Use the scale provided to evaluate your performance in each category. Be prepared to discuss your self-evaluation and your alignment with our culture. Advocate: Prior to your meeting, complete the following section. Use the scale provided to evaluate the Employee’s performance. Discuss ratings with the Employee and adjust as appropriate. Next, be prepared to discuss the Employee’s alignment with the culture. Integrity and Trust: Do the right thing. Improvement Required Aligned Comments Level of Success Be open to differing ideas, accept and provide constructive criticism and celebrate the value in our diversity. Participate and be present, be willing to learn and teach every day. Promote inclusiveness and collaborate with clients, partners, and team members to realize the best solutions. Role Model Collaboration: Embrace “we” over “me.” Improvement Required Aligned Comments Level of Success Build lasting relationships and support clients and peers through a positive mindset. With genuine empathy and respect, seek to understand others’ perspectives. Actively listen to better resolve challenges and consistently deliver on our promises. Role Model Passion for People: Be authentic and listen. Improvement Required Aligned Comments Level of Success Level of Success 1. Improvement Required: Lacks awareness of shared beliefs and values. Inconsistent demonstration of behaviors associated with culture. 2. Aligned: Understands shared beliefs and values. Consistently models behaviors associated with our culture. 3. Role Model: Understands shared beliefs and values. Consistently models behaviors, advocates, and holds others accountable for behaviors associated with our culture. Role Model Improvement Required Aligned Comments Level of Success CONNECTING TO YOU CONNECTING TO CULTURE CONNECTING TO TEAM YOUR SKILLS YOUR ACCOMPLISHMENTS GOALS AND ACTION PLAN TAKEAWAY decisions that demonstrate ethical behavior. Role Model Improvement Required Aligned Comments Level of Success Be open to differing ideas, accept and provide constructive criticism and celebrate the value in our diversity. Participate and be present, be willing to learn and teach every day. Promote inclusiveness and collaborate with clients, partners, and team members to realize the best solutions. Role Model Collaboration: Embrace “we” over “me.” Improvement Required Aligned Comments Level of Success Build lasting relationships and support clients and peers through a positive mindset. With genuine empathy and respect, seek to understand others’ perspectives. Actively listen to better resolve challenges and consistently deliver on our promises. Role Model Passion for People: Be authentic and listen. Improvement Required Aligned Comments Level of Success Take personal ownership of your work and approach your responsibilities in an entrepreneurial way. Support each other as you would want others to support you in our shared pursuit of excellence. Be informed and act as if success of the team depends solely on your own personal efforts. Role Model Initiative and Achievement: Be entrepreneurial. Improvement Required Aligned Comments Level of Success Embrace new ideas, push boundaries, and challenge the status quo by delivering better solutions while protecting our clients and our firm. Improve and challenge ourselves as individuals and collectively to ensure enduring growth. Role Model Creativity and Innovation: Achieve better results. Improvement Required Aligned Level of Success Level of Success 1. Improvement Required: Lacks awareness of shared beliefs and values. Inconsistent demonstration of behaviors associated with culture. 2. Aligned: Understands shared beliefs and values. Consistently models behaviors associated with our culture. 3. Role Model: Understands shared beliefs and values. Consistently models behaviors, advocates, and holds others accountable for behaviors associated with our culture. Role Model Improvement Required Aligned Comments Level of Success COMPLETE SECTION Take personal ownership of your work and approach your responsibilities in an entrepreneurial way. Support each other as you would want others to support you in our shared pursuit of excellence. Be informed and act as if success of the team depends solely on your own personal efforts. Role Model Initiative and Achievement: Be entrepreneurial. Improvement Required Aligned Comments Level of Success Embrace new ideas, push boundaries, and challenge the status quo by delivering better solutions while protecting our clients and our firm. Improve and challenge ourselves as individuals and collectively to ensure enduring growth. Role Model Creativity and Innovation: Achieve better results. Improvement Required Aligned Comments Level of Success Proudly represent the LPA brand and contribute to the holistic success of the firm. Uphold a work ethic that values executing details well and inspires an unwavering commitment to design excellence, while supporting the financial success necessary to sustain the mission and people of LPA. Role Model Commitment and Dedication: Deliver excellence in everything we do. Improvement Required Aligned Comments Level of Success Notes How would you best describe the LPA culture? In what aspect of culture do you excel? What aspect of culture would you like to see improve? Solution Static Header Progress Indicators Reflection Exercise Scale Input for Employee and Supervisor Info Sidebars Current Section Culture + Values Why Culture+Values? Culture is our shared beliefs and social values that set the foundation for our interactions with each other and with clients. When we are aligned with our culture, we foster collaborative thinking and behavior. Employee Strengths Melanie Wells Intellection Individualization Empathy Responsibility Ideation OVERVIEW CONNECTING TO YOU CONNECTING TO CULTURE CONNECTING TO TEAM YOUR SKILLS YOUR ACCOMPLISHMENTS GOALS AND ACTION PLAN TAKEAWAY Communicate openly and honestly, be transparent in all our business practices. Treat others professionally, making thoughtful decisions that demonstrate ethical behavior. Role Model Employee: Prior to your meeting, complete the following section. Use the scale provided to evaluate your performance in each category. Be prepared to discuss your self-evaluation and your alignment with our culture. Advocate: Prior to your meeting, complete the following section. Use the scale provided to evaluate the Employee’s performance. Discuss ratings with the Employee and adjust as appropriate. Next, be prepared to discuss the Employee’s alignment with the culture. Integrity and Trust: Do the right thing. Improvement Required Aligned Comments Level of Success Be open to differing ideas, accept and provide constructive criticism and celebrate the value in our diversity. Participate and be present, be willing to learn and teach every day. Promote inclusiveness and collaborate with clients, partners, and team members to realize the best solutions. Role Model Collaboration: Embrace “we” over “me.” Improvement Required Aligned Comments Level of Success Build lasting relationships and support clients and peers through a positive mindset. With genuine empathy and respect, seek to understand others’ perspectives. Actively listen to better resolve challenges and consistently deliver on our promises. Role Model Passion for People: Be authentic and listen. Improvement Required Aligned Comments Level of Success Take personal ownership of your work and approach your responsibilities in an entrepreneurial way. Support each other as you would want others to support you in our shared pursuit of excellence. Be informed and act as if success of the team depends solely on your own personal efforts. Role Model Initiative and Achievement: Be entrepreneurial. Improvement Required Aligned Comments Level of Success Level of Success 1. Improvement Required: Lacks awareness of shared beliefs and values. Inconsistent demonstration of behaviors associated with culture. 2. Aligned: Understands shared beliefs and values. Consistently models behaviors associated with our culture. 3. Role Model: Understands shared beliefs and values. Consistently models behaviors, advocates, and holds others accountable for behaviors associated with our culture. Role Model Improvement Required Aligned Comments Level of Success Static Navigation Text Input Box
- 18. Solution Improvement Required Meets Expectations Role Model Description Percent of Time Level of Success Comments Level of Success 1: Improvement Required: Consistently falls below the expectations of the role and performance standards. Improvement is needed to reach the desired performance. 3: Meets Expectations: Consistently meets the expectations and performance standards. Performs all that is expected of one in this position and behaves as expected. 5: Role Model: Master at responsibility. Consistently exceeds expectations and performance standards. Performance is exceptional in all areas, is a role model, and promotes the behavior aligned with culture. Responsibility #1 % Improvement Required Meets Expectations Role Model Description Percent of Time Level of Success Comments Responsibility #2 % Description Percent of Time Responsibility #3 Comments 3: Meets Expectations: Consistently meets the expectations and performance standards. Performs all that is expected of one in this position and behaves as expected. 5: Role Model: Master at responsibility. Consistently exceeds expectations and performance standards. Performance is exceptional in all areas, is a role model, and promotes the behavior aligned with culture. Improvement Required Meets Expectations Role Model Description Percent of Time Level of Success Comments Responsibility #2 % Improvement Required Meets Expectations Role Model Description Percent of Time Level of Success Comments Responsibility #3 % 4 3 PERFORMANCE DEVELOPMENT PLAN YOUR SKILLS Your Skills Why Your Skills? In the spirit of professional growth, we encourage individuals to gain mastery in their technical skills and take time to celebrate newly found abilities. What is a skill? An ability and capacity acquired through deliberate, systematic, and sustained effort to efficiently and effectively carryout complex activities or meet expectations of a role. Employee Strengths Melanie Wells Intellection Individualization Empathy Responsibility Ideation OVERVIEW CONNECTING TO YOU CONNECTING TO CULTURE CONNECTING TO TEAM YOUR SKILLS YOUR ACCOMPLISHMENTS GOALS AND ACTION PLAN TAKEAWAY Employee: Complete the following section. Use the scale provided to evaluate your skills. Add new skills as approppriate. Be prepared to discuss your self-evaluation. Advocate: Complete the following section. Use the scale provided to evaluate the Employee’s skills. Discuss ratings with the Employee and adjust as appropriate. Be prepared to discuss. Novice Learning Proficient Expert Mastery Description Level of Success Comments Skill #1 Level of Success 1. Novice: Familiar understanding of skill. Limited experience at applying knowledge to meet expectations of role. 2. Learning: Emerging narrow scope of understanding. Beginning to apply knowledge to meet expectations of role. 3. Proficient: Narrow in scope with deep understanding in some aspects of skill. Efficient and effective at applying knowledge to meet expectations of role. 4. Expert: Widening of scope and depth of understanding. Highly efficient and effective in applying primary knowledge to meet expectation of role. Seen as a resource and teaches others. 5. Mastery: Comprehensive understanding of skill. Highly efficient and effective in applying all knowledge to meet expectations of role. Seen as the organization’s expert resource and teaches others. Novice Learning Proficient Expert Mastery Description Level of Success Comments Skill #2 Novice Learning Proficient Expert Mastery Description Level of Success Comments Skill #3 Description Skill #4 COMPLETE SECTION scope with deep understanding in some aspects of skill. Efficient and effective at applying knowledge to meet expectations of role. 4. Expert: Widening of scope and depth of understanding. Highly efficient and effective in applying primary knowledge to meet expectation of role. Seen as a resource and teaches others. 5. Mastery: Comprehensive understanding of skill. Highly efficient and effective in applying all knowledge to meet expectations of role. Seen as the organization’s expert resource and teaches others. Notes Is there a specific skill you would like to learn? Is there someone at LPA that can help you develop a new competency or enhance an existing one? Novice Learning Proficient Expert Mastery Description Level of Success Comments Skill #2 Novice Learning Proficient Expert Mastery Description Level of Success Comments Skill #3 Novice Learning Proficient Expert Mastery Description Level of Success Comments Skill #4 Culture + Values Why Culture+Values? Culture is our shared beliefs and social values that set the foundation for our interactions with each other and with clients. When we are aligned with our culture, we foster collaborative thinking and behavior. Employee Strengths Melanie Wells Intellection Individualization Empathy Responsibility Ideation OVERVIEW CONNECTING TO YOU CONNECTING TO CULTURE CONNECTING TO TEAM YOUR SKILLS YOUR ACCOMPLISHMENTS GOALS AND ACTION PLAN TAKEAWAY Communicate openly and honestly, be transparent in all our business practices. Treat others professionally, making thoughtful decisions that demonstrate ethical behavior. Role Model Employee: Prior to your meeting, complete the following section. Use the scale provided to evaluate your performance in each category. Be prepared to discuss your self-evaluation and your alignment with our culture. Advocate: Prior to your meeting, complete the following section. Use the scale provided to evaluate the Employee’s performance. Discuss ratings with the Employee and adjust as appropriate. Next, be prepared to discuss the Employee’s alignment with the culture. Integrity and Trust: Do the right thing. Improvement Required Aligned Comments Level of Success Be open to differing ideas, accept and provide constructive criticism and celebrate the value in our diversity. Participate and be present, be willing to learn and teach every day. Promote inclusiveness and collaborate with clients, partners, and team members to realize the best solutions. Role Model Collaboration: Embrace “we” over “me.” Improvement Required Aligned Comments Level of Success Build lasting relationships and support clients and peers through a positive mindset. With genuine empathy and respect, seek to understand others’ perspectives. Actively listen to better resolve challenges and consistently deliver on our promises. Role Model Passion for People: Be authentic and listen. Improvement Required Aligned Comments Level of Success Take personal ownership of your work and approach your responsibilities in an entrepreneurial way. Support each other as you would want others to support you in our shared pursuit of excellence. Be informed and act as if success of the team depends solely on your own personal efforts. Role Model Initiative and Achievement: Be entrepreneurial. Improvement Required Aligned Comments Level of Success Level of Success 1. Improvement Required: Lacks awareness of shared beliefs and values. Inconsistent demonstration of behaviors associated with culture. 2. Aligned: Understands shared beliefs and values. Consistently models behaviors associated with our culture. 3. Role Model: Understands shared beliefs and values. Consistently models behaviors, advocates, and holds others accountable for behaviors associated with our culture. Role Model Improvement Required Aligned Comments Level of Success Your Role Employee: Prior to your meeting, complete the following section. Divide your role in 3 primary responsibility areas. Use the scale provided to evaluate your performance in each area. Be prepared to discuss your self-evaluation Improvement Required Meets Expectations Role Model Description Percent of Time Level of Success Comments Why Your Role? This section helps us to understand the Employee’s focus for the last year – what were their main roles and where did he/she spend most of their time. It also allows us to evaluate their performance within the scope job description. Level of Success 1: Improvement Required: Consistently falls below the expectations of the role and performance standards. Improvement is needed to reach the desired performance. 3: Meets Expectations: Consistently meets the expectations and performance standards. Performs all that is expected of one in this position and behaves as expected. 5: Role Model: Master at responsibility. Consistently exceeds expectations and performance standards. Performance is exceptional in all areas, is a role model, and promotes the behavior aligned with culture. Advocate: Prior to your meeting, complete the following section. Use the scale provided to evaluate the Employee’s performance. Discuss ratings with the Employee. Responsibility #1 % How would you like to grow in your role? Improvement Required Meets Expectations Role Model Description Percent of Time Level of Success Comments Responsibility #2 % Improvement Required Meets Expectations Role Model Description Percent of Time Level of Success Comments Responsibility #3 % 4 3
- 19. Impact LPA conducted a firm-wide employee satisfaction survey with a few questions regarding the new review system, and surveyed supervisors in-depth.
- 20. Impact Employees rated the new review system highly — they felt more connected during the review meeting, appreciated the flexibility of the conversational structure, and expressed that the co-rating system built understanding and sparked constructive discussion about next steps. Supervisors criticized the amount of time spent conducting the review meeting (charge by leadership to set aside 1.5 hours) LPA conducted a firm-wide employee satisfaction survey with a few questions regarding the new review system, and surveyed supervisors in-depth.
- 21. Reflection & Next Steps Through this project I learned about the value of determining the true problem space, validating throughout the design process, advocating for end user needs, and taking the initiative to step outside of my determined role.
- 22. Reflection & Next Steps Integration of strengths questions and employee profiles. Implementation of checkpoint discussions throughout the year. Through this project I learned about the value of determining the true problem space, validating throughout the design process, advocating for end user needs, and taking the initiative to step outside of my determined role. Build a larger platform to house individual reviews year-by-year, potentially including a timeline or dashboard.