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Performance Evaluation Time. What is the performance evaluation process?. “A Waste of Time” w “Required at Most Companies” Source: About.com: Management. Why spend time evaluating performance?. Legal & policy compliance Performance management Productive work relationships
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What is the performance evaluation process? “A Waste of Time” w “Required at Most Companies” Source: About.com: Management
Why spend time evaluating performance? • Legal & policy compliance • Performance management • Productive work relationships • Positive employee morale • Retention of valued employees • Informed decisions by managers • Encourage career development
What is effective performance evaluation? • Backward-glancing, yet forward focused • A learning opportunity • Increased communication • A collaborative process • An opportunity to build trust • Establishment of clear expectations
What is effective performance evaluation? • Direct, constructive feedback • A vehicle to reinforce good performance • Accurate comparative data • Reinforcement of departmental & organizational goals • A process that fosters a spirit of cooperation & teamwork
What is not effective performance evaluation? • One-sided conversations • Maintenance of status quo • A time to surprise employees • Conflict avoidance • Drop the grenade & run
So What?The results of ineffective evaluation… • Failure to address performance issues that can impact employee and organizational effectiveness. • Insufficient documentation of poor performance or unmet expectations. • Failure to drive discussion of personal and professional development opportunities.
So What?The results of ineffective evaluation… • Rewards "average" employees while de-motivating high performers. • Provides organizations with limited means to identify employees with potential. From “Opportunities in Performance Evaluation” by Lin Grensing-Pophal, July 2005
The Evaluation Process • Identify unit goals and objectives • Identify employee goals and objectives • Analyze and describe jobs • Set expectations • Analyze performance • Review with HR administration • Conduct performance conversation
The Ratings 1 = Does not meet expectations/Needs Improvement Consistently performs below job requirements; continual performance at this level may result in termination from employment 2 = Sometimes Meets Expectations 3 = Meets Job Expectations/Fully Effective Consistently embodies the values of the Medical Center; a valued employee 4 = Sometimes Exceeds Expectations Example: special projects, interim duties taken on 5 = Consistently Exceeds/Role Model Provides an example to which other Medical Center employees can aspire
Example: “Employee communicates in a timely manner with co-workers.” • 1 [Needs improvement] = employee fails to return phone calls or email messages • 2 = answers phone calls and messages inconsistently, often a week later • 3 [Fully effective] = answers voice mail and email messages within 3 days • 4 = answers messages within one day • 5 [Role Model] = answers messages within hours
BSD Merit Strategy Review each employee, asking: • Right Person? • Right Job? • Fairly Paid? • Criteria Used? • Likely to stay another fiscal year?
Right Person? Does the employee possess the: • Skills • Performance • Training appropriate to the role?
Right Job? Is the job: • Properly constructed? • Balanced in regard to workload? • Appropriate within department?
Fairly Paid? • If union, does the pay comply with contractual provisions? • Is there equity compared to similar jobs within the section? • Is there equity compared to similar jobs within the department? • Where is salary relative to the midpoint of the range vs. qualifications for the role?
When it’s all said & done, your employees should understand: • How their performance is helping the department achieve its goals • How their performance compares to others in the group • The strengths and weaknesses they bring to their role • What you will expect them to focus on in the coming year • What they need to do to improve their performance or get promoted
Looking forward… • Consideration of a unified process that will comply with the policies of the medical center • Requirement of honest, consistent ratings • Integration of individual goals and objectives • Implementation of employee self-evaluation tool
Things to keep in mind… • Bell Curve • Normal distribution relative to other employees within in the section • Pareto’s Principle: 80/20 Rule - 80% Meet Expectations - 20% Under/Over Expectations
Things to keep in mind… • BSD Target for Start Date: • Planning should begin February 1 • Due dates: • HR Admin Review: March 24 • BSD Submission: April 1 • UHRM Submission: April 15