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The Performance Management Process
Performance Management (PM) is an ongoing process of communication between a
supervisor and an employee, focused on performance measurement and behavior, based on agreed-upon
expectations. The PM process includes semi-formal and formal discussions throughout a set time period (e.g., a one-year period). The PM process typically culminates in a supervisor completing a formal Performance Appraisal (PA) focusing on a set time period. The formal PA should concentrate on a list of core competencies (as found within the new PA forms found below) with specific focal points listed in conjunction with the completion of previously agreed-upon expectations. The formal PA is also an opportunity to look forward and set new expectations for the next time period to be reviewed.
Each staff member should be given the opportunity to communicate their input on each core competency as well as all propsed new expectations, either prior to or during the discussion phase of the formal PA (when the PA form is still a modifiable document). Input from the staff member being evaluated should be taken into account before completing and signing the final PA form that will be submitted to Human Resources.
PROGRAMS:
Setting Performance Expectations: Providing Direction & Influence
Tailored for anyone in a supervisory/leadership role at WSU with staff reporting to them, this interactive seminar, included in our four-part Cornerstones of Effective Leadership series, examines the intergral first phase of the ongoing Performance Management process and will look at:
- the major outcomes you expect
- the specific criteria that needs to be met
- how each person's responsibilities tie to major outcomes
- the importance of explaining 'why' instead of just telling
- the link between seeking input and gaining commitment
- the impact of communicating clearly and honestly
- establishing priorities
- clarifying job responsibilities
- correcting misunderstandings about what's expected
- why staying on 'message' - with consistency - is essential
- listing your expectations
- effective delegation
Upcoming Schedule:
Next class:
TBA - 2014
The 'Art' of Coaching
This seminar, within the Performance Management suite of our four-part Cornerstones of Effective Leadership series, is tailored for anyone at WSU in a supervisory/leadership role with staff reporting to them. This interactive program looks at:
- the finesse necessary to effectively coach
- proven coaching techniques
- a coaching 'process'
- the opportunity to 'test' coaching skills while receiving immediate feedback
Upcoming Schedule:
Next class:
TBA - 2014
Providing Effective/Constructive Feedback
This seminar within the Performance Management suite of programs, under the four-part Cornerstones of Effective Leadership series, looks at:
- Why feedback is important
- The importance of assessing yourself
- Ensuring the feedback is constructive
- How to use effective communication techniques
- How to provide oral and written feedback
- The importance of developing a personal action plan
- Characteristics of quality feedback
- The process of making observations and giving feedback
Upcoming Schedule:
Next class:
October 10, 2013
8:30am - 12:30pm
University Park, Room #111
(across from Meijer's)
The Performance Appraisal: An Obligation
This seminar, within the Performance Management suite of programs, under the four-part Cornerstones of Effective Leadership series, is tailored for anyone in a supervisory/leadership role at WSU with staff reporting to them. If you're an evaluator, this seminar should not be missed. The will look at Performance Management as an ongoing process with a focus on:
- How to effectively plan and conduct a formal performance appraisal
- Defining Performance Management (PM)
- PM as an on-going process
- The importance of documentation
- The ‘benefits’ of a performance appraisal
- How you’re being perceived
- Key ‘ingredients’ in the process
- Why focusing on core competencies is vital
- The importance of effective communication
- ‘Seven solutions’ to a successful performance appraisal
Upcoming Schedule:
Next class:
October 31, 2013
8:30am - 12:30pm
University Park, Room #111
(across from Meijer's)
WSU's NEW Performance Appraisal Forms: An Introduction
This two-hour information-sharing seminar is for WSU supervisory/leadership personnel who have staff members reporting to them. The seminar focuses on the two new Performance Appraisal (PA) forms used to evaluate both non-supervisory and supervisory staff. The seminar will breakdown each PA form, explaining:
- how best to complete each form
- the rating scale
- the core competencies
- how to arrive at the overall rating
- how best to set expectations
Upcoming Schedule:
Next class:
TBA
"So, Things Aren't Going So Well?"
(Performance Issues/Improvement - facilitated by HR)
This program from Human Resources (facilitated by Emily Hamman and Latricia Milhouse from HR's Employee and Labor Relations Department) looks at:
- Supervisory support for performance management
- Review employee and labor relations, identify problematic employee behavior, outline effective coaching, and documentation of the process.
- Performance improvement plans
- Discuss what a performance plan is, when to use one, what it should include and how to get started on one.
- Types and levels of disciplinary action
- Summary of the disciplinary actions for bargaining unit employees, classified civil service staff, and unclassified employees. Overview of dispute resolution procedure and appeal rights.
Upcoming Schedule:
Next class:
TBA
SERVICES:
One-on-one executive coaching is available upon request. If interested, please contact 937-775-4705.
FORMS:
Performance Appraisal Forms:
NEW WSU Performance Appraisal Forms:
Two new online Performance Appraisal (PA) forms (introduced in early 2012) are available to evaluate 2012 - and beyond - performance:
Non-Supervisory/Leadership Staff Edition:
The Non-Supervisory/Leadership Staff Edition is to be used to evaluate a staff member who is in a non-supervisory position. The PA form focuses on eight core competencies with specific focal points listed in conjunction with the completion of previously agreed-upon expectations. This form is suitable for an annual or special evaluation as well as a probationary evaluation of:
- Classified/Nonexempt Staff
- Unclassified/Exempt Staff
- Unclassified Hourly Staff
Download the Non-Supervisory/Leadership Staff Edition Form here: (When downloading the below forms, an ‘alert’ will appear – these ARE trustworthy sources.)
<WSU-Staff-Classified/Unclassified-Non-Supervisory-PA-Form-PDF>
We recommend use of the downloadable online form (PDF), however, if you wish to use the new form as a MS Word file, you can download the ‘Word’ document here: (Downloading may take a few moments.)
PLEASE NOTE: Because this is a word document, as text is entered, the document will be affected and content will need to be readjusted.
<WSU-Staff-Classified/Unclassified-Non-Supervisory-PA-Form-WordDoc>
Supervisory/Leadership Staff Edition:
The Supervisory/Leadership Staff Edition is to be used by a supervisor/leader to evaluate a staff member who is in a supervisory/leadership position (e.g., a Director with a Manager reporting to him/her; a Manager with a Supervisor reporting to him/her). The PA form focuses on 11 core competencies with specific focal points listed in conjunction with the completion of previously agreed-upon expectations.
This form is suitable for an annual or special evaluation of:
- Classified/Nonexempt Staff
- Unclassified/Exempt Staff
- Unclassified Hourly Staff
Download the Supervisory/Leadership Staff Edition Form here: (When downloading the below forms, an ‘alert’ will appear – these ARE trustworthy sources.)
<WSU-Staff-Supervisor/Leader-PA-Form-PDF>
We recommend use of the downloadable online form (PDF), however, if you wish to use the new form as a MS Word file, you can download the ‘Word’ document here: (Downloading may take a few moments.)
PLEASE NOTE: Because this is a word document, as text is entered, the document will be affected and content will need to be readjusted.
<WSU-Staff-Supervisor/Leader-PA-Form-WordDoc>
UPDATE!! Important NEW information if you are planning to use the new online PDF Performance Appraisal forms or if you downloaded the online PDF forms prior to February 5, 2013:
CaTS has made some code modifications to the online PDF Performance Appraisal forms (the structure and content of the forms have not been altered). The PDF forms are downloadable, viewable, fillable, printable and now 'saveable' using Adobe Acrobat Reader software (already on virtually all WSU PCs/laptops and downloadable for free at: http://get.adobe.com/reader/). This means no additional cost to the user.
Previously, we were informed that only Adobe Acrobat Professional software could be used to 'save' the PDF forms.
Please note: If you downloaded the online PDF forms prior to February 5 - and are planning to use Adobe Acrobat Reader - you will need to re-download the online PDF forms from the updated links above.
If you choose to use the new forms as MS Word files, no additional software or cost will be necessary. However, we strongly recommend use of the online PDF forms.
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