PERFORMANCE REVIEW PLANNING & DEVELOPMENT PROCESS
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Transcript of PERFORMANCE REVIEW PLANNING & DEVELOPMENT PROCESS
General Staff at CQU
Supervisory responsibilitesSupervisory responsibilites
Initiate PRPD processPrepare for the process for each staff
memberEnsure process is positiveNo surprises!Motivating staff Staff development happens
Supervisors Supervisors
PlannersLeadersProblem solversSet the toneEnsure the culture is positive
and alsoand also
Policies and procedures are followedWorkloads are managedEnsure a physically and psychologically
safe workplaceYour work area adds value to the University
PRPD is not just a form to fill in!PRPD is not just a form to fill in!
Based on the quality of the interactions between the supervisor and staff member
Relationship building2 way communicationA collegial processOpen and honest
Understand the purpose and value of the PRPD process for yourself and CQU
What is a PRPD? Preparing for the PRPD The PRPD document Confidentiality Go to it!
Annual review process A discussion of your job duties and
goals Planning for the coming year Receive feedback on your performance Career and staff development Good feedback all year
Agreed to in EBA2 and is based on a mutually acceptable PRPD process and on the University’s Code of Conduct
designed to meet the needs of both the University and the individual staff member
enables supervisors to ensure that each staff member’s performance and work objectives (for HEW levels 5-10) align with University expectations and goals.
“The process of identifying, evaluating and developing the work performance of employees in the organisation, so that the organisational goals and objectives are more effectively achieved, while at the same time benefiting employees in terms of recognition, receiving feedback, catering for work needs and offering guidance.” (Lansbury, 1991).
Be constructive and motivating
Be conducted over a period of time rather than only at a specific point of time
Provide progressive constructive feedback to the staff member
Be based on consultation and agreement between the staff member and supervisor concerning the procedures to be used
Give the staff member the right to comment on (and contest if necessary) both the process and the outcomes
Provide the University with feedback on institutional needs in areas such as supervision, inductions, evaluation, professional support or staff development and the fostering of a collegial academic community as outlined in the University’s Code of Conduct
Support the institution achieving its strategic goals
CQU STRATEGIC
CYCLE
CQU STRATEGIC PLAN
Budgeting
Work AreasStrategic Plan
Annual Workload Plans
PRPD Process- PD’s- Staff Development- Work Loads- Staffing Levels
Quality Process- Continuous Improvement- How well are we going?
A review of a staff member’s performance (Performance Review) as in the relevant position description
The supervisor and staff member agreeing to targets for the next 12 month period (Performance Agreement)
A process of identifying appropriate developmental opportunities (Development Plan) that will assist the staff member in achieving individual and organisational objectives
Supervisor completes a report that is kept by both parties (Assessment Report) and most importantly signed off by Dean/Head of Division
Linked to skills development and career aspirations
How will it add value to your role and your work area?
Negotiate with your supervisor to take into account work area and operational plans and priorities and budgets
Be creative
PRPD gives staff an opportunity to: understand the objectives of the work unit and
priorities of their job communicate with your supervisor about role and job
duties participate in planning and setting work objectives discuss your performance with your supervisor
suggest improvements
ask for extra support
positions be recognised for your achievements
maintain a documented record of achievements which you may use when applying for other jobs;
identify development needs and the means to meet those needs
plan career moves and personal development.
during a staff member’s period of during a staff member’s period of probation; orprobation; or
for unsatisfactory performance as set for unsatisfactory performance as set out in the Enterprise Bargaining out in the Enterprise Bargaining Agreement for general staffAgreement for general staff
preparation by the supervisor and staff member - complete a draft of the pro-forma
a discussion to set the agenda joint review meeting-quiet place with no
interruptions? what outcomes? feedback and good communication
throughout the year
Performance Review, Planning &
Development Process
The Performance Review, Planning and Development Process gives staff members the opportunity to:
•understand the objectives of the work unit and priorities of their job; •communicate with their supervisor about their role and job duties; •participate in setting performance standards and objectives; •discuss their performance with their supervisor; •suggest improvements; •ask for extra support; •be recognised for their achievements; •maintain a documented record of their achievements which they may use when applying for other positions; •identify developments needs and the means to meet those needs; and •plan career moves and personal development.
Name of Staff Member: __________________________________________________
Position Title:__________________________________________________________
School/Section:_________________________________________________________
Faculty/Division:_______________________________________________________
Name of Supervisor:_____________________________________________________
Beginning Date of Review Period:__________________________________________
Date of Interview:_______________________________________________________
Ending Date of Review Period:____________________________________________
Date of Interview:_______________________________________________________
PART A: EXPECTATIONS AND PERFORMANCEPART A: EXPECTATIONS AND PERFORMANCE
EXPECTATIONS
Complete this column at the beginning of the reviewperiod
State the primary purpose of the position in oneparagraph, and then list the main tasks andaccountabilities. (The annual review provides anopportunity to review the current position description.)
PERFORMANCE
Complete the columns below at the end of the reviewperiod.
Evaluate how well each of the main tasks of the positionwas performed during the reporting period, using thefollowing rating scale and comment as appropriate.
A.1 PRIMARY PURPOSE OF POSITION A. OUTSTANDING LEVEL OF ACHIEVEMENTPerformance far exceeds standards and/or objectives,both in quality and quantity.B. COMMENDABLE LEVEL OF ACHIEVEMENTPerformance meets more than the expected standardsand/or objectives, either in quality or quantity.C. SATISFACTORY LEVEL OF ACHIEVEMENTPerformance meets the expected standards and/orobjectives set.D. REQUIRES IMPROVEMENTPerformance is not meeting the expected standardsand/or objectives set.E. UNSATISFACTORY PERFORMANCEPerformance is unsatisfactory
CONTINUED...CONTINUED...
A.2 TASKS/ACCOUNTABILITIES (FOR ALLHEW LEVELS
RATINGA,B,C,D,or E - COMMENTS.
A.3 OBJECTIVES
(These should be consistent with mission and goals ofthe organisation.)
HEW Levels 5-10 only:
OBJECTIVES
Complete this column at the beginning of the reviewperiod.
List any mutually agreed objectives for the reviewperiod. Objectives should specify an activity or projectto be completed by a specific time and a specialisedstandard if relevant.
RESULTSComplete this column at the end of the review period.
Rating A,B,C,D or E - Indicate results achieved
Job Skills and Knowledge RatingS = shows STRENGTHE = is EFFECTIVED = requires DEVELOPMENT
Comment
Oral CommunicationIs clear, logical and convincing when expressing pointsof viewWritten CommunicationWritten work is presented in an accurate, concise, clear,logical and appropriate mannerInterpersonal EffectivenessInteracts effectively with others; works cooperativelywithin a team; builds trust and commitment in others.JudgementIdentifies and analyses problems and develops effectivesolutions.Application of KnowledgeTechnical knowledge or expertise allows for independentperformance of job duties.LeadershipMotivates individuals or groups towards a common goalResource ManagementEffectively manages financial, physical or humanresources.AdaptabilityResponds positively to change and adapts to differentsituations.
B.1 Job skills and knowledgeB.1 Job skills and knowledgeComplete at the end of the review period.The staff member uses job skills, normally identified in selection criteria, to achieve the job tasks and accountabilities. From the list of job skills below, select those which are more applicable to this position and add any others required for the job such as technical or computer skills. Assess them, and comment on how the staff member may improve performance.
B.2 Training and development planB.2 Training and development planComplete at the end of the review period.In light of performance and the level of job skills, review the staff member’s career expectations and identify training and develop requirements with respect to:1. Performance Enhancement, to improve skills and knowledge in current role; and2. Career Advancement, to prepare for appointment at higher levels.Courses are available through Personnel Services. If training needs have been identified Personnel Services should be notified using the form Notification of Training Needs.Other activities for staff to improve skills and qualifications on the job include secondments, performance of higher duties, conferences and private study. Identify requirements and agree a plan for course attendance or other activity as follows:
B.2.1 Performance enhancementKnowledge or Skill DevelopmentRequired
University Course or OtherActivity
B.2.2 Career advancement (where appropriate)Target HEW Level and Position(s) University Course or Other
Activity
A B C D E
OUTSTANDINGLEVEL OFACHIEVEMENT
Performance far exceedsexpected standardsand/or objectives, bothin quality and quantity
COMMENDABLELEVEL OFACHIEVEMENT
Performance meets morethan the expectedstandards and/orobjectives, either inquality or quantity
SATISFACTORYLEVEL OFACHIEVEMENT
Performance meets theexpected standardsand/or objectives set
REQUIRESIMPROVEMENT
Performance is notmeeting the expectedstandards and/orobjectives set.
UNSATISFACTORYPERFORMANCE
Performance isunsatisfactory
PERFORMANCE REVIEW, PLANNING AND DEVELOPMENT PROGRAMPERFORMANCE REVIEW, PLANNING AND DEVELOPMENT PROGRAMGENERAL STAFFGENERAL STAFF
RECOMMENDATION FORMRECOMMENDATION FORMComplete this form at the end of the rating period.
Staff member's name: ___________________________________________________________Faculty/Division: ___________________________________________________________
Date: ___________________________Overall assessment of achievement (put a tick in the appropriate box)
PART C: COMMENTSPART C: COMMENTSComplete at the end of the rating
period.C.1 Supervisor's overall comments on Performance and Planning
Supervisor's signature
Supervisor's name Date
Staff Member's signature
Staff Member's name Date
C.2 Comments by staff member (optional) Attach a separate page if necessary.
C.3 Comments by Dean/Head/Director
Dean/Head/Director's signature
Dean/Head/Director’s name Date
PERFORMANCE REVIEW, PLANNING AND DEVELOPMENT PROGRAMPERFORMANCE REVIEW, PLANNING AND DEVELOPMENT PROGRAMGENERAL STAFFGENERAL STAFF
NOTIFICATION OF TRAINING NEEDSNOTIFICATION OF TRAINING NEEDS
This part is for the identification of training needs. The supervisor in consultation with the staff member should complete and sign this form. A copy of this form should be forwarded to the Organisational Development Unit in the Division of Staff and Student Services. This information will be used as part of ongoing training needs analysis to help ensure that
relevant and sufficiently comprehensive staff development courses and activities are available.
TaskAct as a secretary for committee meetings.
Training RequiredInstruction on meeting procedures, the role of the secretary andminute writing.
Tasks and Skills Training Required
Position Title(s) HEW Level
Supervisor’s signature Supervisor’s name Staff name
Head’s signature Date
Head’s name Date
Staff signature Date
2. Position title(s) for which this training is needed
1. Tasks and skills for which training is required(List the tasks to be done and the training needed to acquire the required job skills.)Example:
PRPD web addressesPRPD web addresses
The PRPD policy can be found at: http://www.cqu.edu.au/ppmanual/staff/
prpdgeneral/policy.pdf The PRPD document can be found at: http://www.cqu.edu.au/ppmanual/staff/
prpdgeneral/procedures.rtf