Performance Review Meeting
A meeting
should be held with each employee as part of the process of preparing the
Performance Review. The following elements are important to a successful
performance review meeting: good preparation, privacy and confidentiality,
freedom from interruption, ample time, and two-way communication.
A. Preparation
- decide in advance what to say and how to say it. Don't attempt to conduct
this session "off the cuff".
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Provide Advance Notice
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Request that Professional Exempt Non Contractual (PENC) and Support Non Exempt (SNE) employees use a copy of the
Employee Development/Performance Review form as a
self-assessment if they choose
(recommended)
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Request that Professional Exempt Contractual (PEC) employees prepare a narrative
self-assessment based on the required elements in the
Professional Exempt Personnel Performance Review form and identify personal goals for
the next review period. The self-assessment should not exceed two pages in
length. (required)
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Request that employees complete self assessments and return
them to you prior to the performance review meetings, so that you may review
it when preparing your draft.
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Review
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Performance for items on the
Employee Development/Performance Review form (PENC/SNE) or the five specific areas of Administrator and Professional
Excellence and goal achievement (PEC)
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Opportunities for development
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Consider the performance over the entire review period, not
just the most recent few months
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Set clear expectations to assist employees where improvement is
needed.
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Complete a draft of the appropriate review form and share it
with your immediate supervisor, in cases where the rating is
"satisfactory with reservation" or "unsatisfactory".
B. Privacy
and Confidentiality
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Conduct the meeting in a non-public area where both parties will feel more
comfortable and willing to be objective and open.
C. Freedom from Interruption -
Hold all
telephone calls and inform people in your area that you do not want to be
disturbed. You must convey the message that this is an important event.
D. Ample
Time - Avoid rushing the employee in and out. Allocate an
appropriate period of time for each meeting.
E. Two-Way
Communication - Both parties should talk and listen. The interview should be fairly informal and create an opportunity
for open discussion about such issues as: job performance, strengths and
weaknesses, future potential, setting future goals and objectives, developmental
or training needs, and impediments to development. Both the manager and employee
should have input during goal setting. You should discuss your draft appraisal,
the employee's self-assessment, feedback survey data (where applicable) and
additional relevant information. Feedback to the employee should be specific and
related to performance and results rather than personality characteristics.
F.
When the review process is completed, the employee should:
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Clearly understand where he/she stands in terms of meeting
performance standards and goals for the next review cycle
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Know where and how to improve
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Be committed to and motivated to maintaining and/or improving the
performance level for the future
G. Goal-Setting
- Goals should be established with input from both parties
for the coming year and should be attached to the employee evaluations
- To ensure the established goals are met, employees and
supervisors should communicate periodically as to the progression towards
these goals
- Goals set from the previous year can be used as an
equitable means of evaluating an employee's job performance. The progression
toward the established goals should be noted on the evaluation
H.
Following the Discussion
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Finalize the Performance Review
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The agreed upon goals should be attached to the Performance Review Form
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Have the employee sign the Performance Review Form. The signature
does not imply agreement, but acknowledges that the evaluation has been
reviewed. If the employee refuses to sign the Form, note the refusal and forward
the review
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Provide the required five work days for the staff member to
include a written response in the form of a memorandum which will be attached to
the review before forwarding it through the administrative lines
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Provide an opportunity for the staff member to review any
comments added by other administrators and add written comments within five (5)
work days
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Performance Management: An On-going Process
Preparation for the next performance
review begins immediately after this one. It is the supervisor's ongoing
responsibility to assist the employee in meeting performance expectations and
achieving goals.
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Coaching - Key Actions
- identify opportunities to help someone expand their
skills, knowledge and abilities
- confirm that the person is ready for coaching
- ask questions and offer information to clarify the
situation
- help the person identify possible actions
- offer your support
- Giving and Receiving Constructive Feedback - Key Actions
- convey your positive intent
- describe specifically what you have observed
- state the impact of the behavior or action
- ask the other person to respond e) focus the discussion
on solutions
- Establishing Performance Expectations - Key Actions
- describe the job in terms of its major outcomes and how
it fits into the larger picture
- agree on measurable performance criteria
- mutually identify necessary skills, resources and
guidelines
- determine priorities
- review and check for understanding and commitment
- set a
date for an early progress review
- Taking Corrective Action - Key Actions
- point out the difference between performance and agreed
upon expectations
- describe specifically the negative impact of employee
performance
- get the employee's view of the situation
- ask for ideas on how the employee can correct the
situation and add your own
- explain the steps you plan to take and why
- agree on an action plan and a date for follow-up
- express confidence that the employee can correct the
situation
Source: Frontline Leadership by Zinger-Miller, Inc. |
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