Performance Planning Presented by: Mike Dougherty AVP for Human Resources.
-
Upload
beverly-jacobs -
Category
Documents
-
view
214 -
download
0
Transcript of Performance Planning Presented by: Mike Dougherty AVP for Human Resources.
![Page 1: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/1.jpg)
PerformancePlanning
Presented by:
Mike Dougherty
AVP for Human Resources
![Page 2: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/2.jpg)
Today’s Objectives
‣Performance Cycle – Dates
‣Good Performance Objectives – what do they look like?
‣Performance Standards
‣Examples
![Page 3: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/3.jpg)
What’s New?
‣All forms remain unchanged, but use the 2015-16 forms, not those with 2014-15 dates
![Page 4: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/4.jpg)
Dates
‣Completion deadline – April 30
‣Within 30 days of hiring a new employee
‣Send certification form to HR
![Page 5: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/5.jpg)
Planning andPerformance Concepts
Individual Performance
Objectives/Criteria
Strategic Plan Division Plans
DepartmentObjectives
Communication
Communication
Com
mun
icatio
n
![Page 6: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/6.jpg)
The Performance Process
SET OBJECTIVESAND
STANDARDS
OBSERVEPERFORMANCE
DOCUMENTPERFORMANCE
GIVEFEEDBACK
REVISEOBJECTIVES
& STANDARDS
April
![Page 7: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/7.jpg)
CSM LINKS
‣Performance Program‧ http://inside.mines.edu/UserFiles/File/hr/HR%20Forms/PERFORMANCEMANAGMENTPLAN2008.pdf
‣Users Guide‧ http://
inside.mines.edu/UserFiles/File/hr/Performance%20Mgmt/CSM%20userguide%202012-13.pdf
‣2015-16 Evaluation Form‧ To Be Established
‣General Performance Page Link– http://inside.mines.edu/Performance_Management
![Page 8: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/8.jpg)
Performance Objectives
‣Types–Specific Outcome or Output
–Behaviors/Traits
–Project Oriented
–General – Daily Activities
![Page 9: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/9.jpg)
Performance Plan Content
‣Core Competencies
‣Individual Performance Measures (IPM)
‣Overall Performance -- This is critical
![Page 10: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/10.jpg)
Establishing Performance Objectives
‣The key question is:
“What responsibilities, specific activities, outcomes, behaviors, products, outputs, or results should be evaluated?”
![Page 11: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/11.jpg)
Performance Objectives
‣Should reflect the primary responsibilities of the job
‣Should be related to the job description
![Page 12: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/12.jpg)
What NOT to Include
‣ Personality – a clinical term
‣ Attitudes – a judgment ... typically manifested in behaviors
![Page 13: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/13.jpg)
Performance Objectives
SPECIFIC
MEASURABLE
AGREED UPON
REALISTIC
TIMED
SMART
![Page 14: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/14.jpg)
Properly written performanceobjectives are
SPECIFIC
‣The objectives indicate:–What is done
–When (if applicable)
–Where (if applicable)
![Page 15: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/15.jpg)
Properly written performanceobjectives are
MEASURABLE
‣The most common types of measures:
–Results
–Behaviors on the job
‣You can see the performance
‣Others can see the performance
![Page 16: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/16.jpg)
Properly written performanceobjectives are
AGREED UPON
‣Clearly related to the job
‣Relevant in the eyes of both the employee and supervisor
‣Focus on issues of greatest importance
![Page 17: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/17.jpg)
Properly written performanceobjectives are
REALISTIC
‣Is it possible to perform at this level?
– (Relates to setting standards)
‣Does the individual have some control over his/her level of performance?
![Page 18: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/18.jpg)
Properly written performanceobjectives are
TIMED
‣Completion dates are set
‣Mileposts - if appropriate
‣Recurrence or cycles are considered if needed
![Page 19: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/19.jpg)
Rating Levels (Standards)
Three rating levels must be defined:
–Exceptional Performer
–Meets Expectations
–Needs Improvement
![Page 20: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/20.jpg)
Descriptions
Exceptional Performer (some possible phrasing)
–Consistently outstanding, documented performance - consistently superior
–Significant / positive impact on the performance of the unit or the School
–Model for excellence
–Peers, supervisor, managers, others readily recognize such a level of performance.
![Page 21: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/21.jpg)
Descriptions
Meets Expectations
–Good Work: encompasses a range of expected performance
–Competent & consistent
–Meets (& may exceed) all the expectations, standards, requirements, and objectives
–Reliably performs & may impact beyond the regular assignments
![Page 22: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/22.jpg)
Setting Standards
‣Each performance objective must be defined in terms of the expectations for each level of performance.–Describe what performance Meets Expectations
–Describe what performance is Exceptional Performance
‣Define these for OVERALL Performance Rating as well!
![Page 23: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/23.jpg)
What is a performance standard?
‣It is a statement focused on the accuracy, timeliness, effects, quantity or quality of the end result or behavior.
‣It identifies the expected performance for each distinct rating level against which the employee’s work will be compared.
‣It is NOT simply a statement of the key responsibilities or tasks.
![Page 24: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/24.jpg)
Types of Performance Standards
RESULTS or BEHAVIORS
RESULTS - quantity, quality, effects, time, and cost.
BEHAVIORS - methods of doing the work or the manner in which the task is performed.
May be Objective or Subjective
Usually has elements of both
![Page 25: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/25.jpg)
What to evaluate
‣Results– Products
– Outcomes – accuracy - effect
– Number of tasks completed
– Project completion
– Deadlines met
– Etc.
![Page 26: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/26.jpg)
What to evaluate
‣Behaviors– Interactions
– Communications
– Presentation
– Organization
– Team participation
– Etc.
![Page 27: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/27.jpg)
Standards:Examples of Measures
‣ QUANTITY: How much work should be completed? (Careful of Overtime)– Number of units produced
– Number of services provided
– Number of projects completed
– Number of items processed
– Number of calls made
– Number of interviews scheduled
![Page 28: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/28.jpg)
Standards:Examples of Measures
‣ QUALITY: How well should the work be performed?– Error rates
– Defects
– Presentation, formats, appearance, etc.
– Specifications met
– Complaints received
– Customer satisfaction – how do you know this?
![Page 29: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/29.jpg)
Standards:Examples of Measures
‣TIME: How quickly should the work be performed?– Schedules met
– Deadlines met
– Within specified time frames
‣How do you fit this with accuracy and completeness?
![Page 30: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/30.jpg)
Standards:Examples of Measures
‣COST:– Dollars spent
– Within budget guidelines
– Cost per unit
– Labor hours spent
– Overtime costs
![Page 31: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/31.jpg)
Standards:Examples of Measures
‣BEHAVIOR: The manner or method used while performing the work.– Obtains, considers appropriate information
– Selects appropriate methods or procedures
– Friendly, outgoing, builds effective relationships
– Smiles and makes eye contact
– Seeks solutions to problems before being directed
– Asks for suggestions
![Page 32: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/32.jpg)
Overall Performance Standard
SAMPLES‣ Meets Expectations (ME)
– Achieve at least ME rating in each Core Competency and Individual Performance Measure.
‣ Meets Expectations– Achieve at least ME in each performance objective but may have one Needs
Improvement rating.
‣ Meets Expectations– Achieve ME rating in 4 of 5 core competencies (but “A. Accountability” must be
rated at least ME) and in 2 of 3 IPMs.
![Page 33: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/33.jpg)
Overall Performance Standard
SAMPLES
‣Exceptional Performer (EP)– Achieves EP rating in the majority of specific rating areas with
no Core Competency or IPM rated lower than ME.
– Rated EP on all IPMs and 3 of 5 Core Competencies
– Achieves EP rating on any 4 rating areas but one of which must be Interpersonal Relations
![Page 34: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/34.jpg)
Samples
‣See Performance Plan Sample Statements Handout
‣Resources
![Page 35: Performance Planning Presented by: Mike Dougherty AVP for Human Resources.](https://reader036.fdocuments.us/reader036/viewer/2022062516/56649d9d5503460f94a86302/html5/thumbnails/35.jpg)
QUESTIONS
‣??????????