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APPLYING ORGANIZATIONAL COMPETENCIES
R O N S O B E R - L P D
OBJECTIVES
• Understand the U-M organizational competencies
and how they apply to your role
• Apply the concept of “line of sight” to meeting your
team goals
• Writing smart goals
• Connecting organizational competencies to
performance
• Use a best-practice performance management
model as part of your managerial toolkit
LINE OF SIGHT
LINE OF SIGHT EXERCISE
• Think about your role
• What are your tasks?
• How do they contribute to team goals?
• How do they contribute to the goals of the Stamps School?
• How do they contribute to the overall mission of the University of Michigan?
• At your table, take turns sharing your personal line
of site
FROM A STEWARDSHIP PERSPECTIVE
WHAT ARE COMPETENCIES?
• Measurable or observable knowledge, skills, and
abilities (KSAs) critical to successful job performance.
• They allow you to:
• Plan how they will organize and develop their workforce
• Determine which job classes best fit their business needs
• Recruit and select the best employees
• Develop staff to fill future business needs
TYPES OF COMPETENCIES
• Organizational
• competencies are clusters of university-expected,
observable behaviors which distinguish everyone’s
work performance.
• Functional/technical
• competencies are clusters of behaviors required to
perform the specific job duties and scope of
responsibilities of an individual’s position
ORGANIZATIONAL COMPETENCIES
• Advancing The Mission
• Demonstrates ability to operate effectively in a manner
consistent with the University of Michigan mission and
culture; demonstrates understanding of the unique issues
related to higher education.
• Building Relationships
• Values organizational diversity; treats others with respect;
promotes cooperation; effectively manages relationships.
ORGANIZATIONAL COMPETENCIES
• Communication
• Demonstrates effective verbal, written, listening, and
presentation communication skills.
• Creative Problem Solving
• Develops and creates ideas, processes and approaches
that shape the future; takes risks and makes decisions based
on facts; uses analysis and critical thinking skills to solve
problems; ensures that decisions are aligned with
articulated strategic directions of management.
ORGANIZATIONAL COMPETENCIES
• Development of Self and Others
• Seeks opportunities to learn and to develop themselves and
others; applies new skills/knowledge needed to add value
to the performance of the organization; sets developmental
goals for self and others; seeks performance feedback
• Flexibility and Adaptability to Change
• Responds positively to and champions change to others;
demonstrates an ability to incorporate innovative practices
into the workplace to enhance effectiveness and
efficiency.
ORGANIZATIONAL COMPETENCIES
• Leadership and Advancement
• Leadership/Achievement Orientation Influences others to
accomplish the mission in ways consistent with the values of
the organization; Holds self (and others) accountable to
meet goals and objectives; accomplishes desired
outcomes; sets an example of integrity and ethics through
demonstrated performance.
• Quality Service
• Strives to meet the expectations of internal and external
customers; demonstrates skill and knowledge specific to serving others.
A DEEPER DIVE
• At your table:
• Take a few minutes to review the details of the 8
organizational competencies
• Discuss
• How you think you would be able to use these competencies
for your own growth
• How you feel they can be used to help support the growth of
your staff
• What you should not use the competencies for
PERFORMANCE MANAGEMENT OVERVIEW
Vision, Mission, Values, Goals
Selection and Hiring
Work Planning
Feedback & Coaching
Performance Review
Rewards & Recognition
Compensation
FROM A STEWARDSHIP PERSPECTIVE
PERFORMANCE MANAGEMENT OVERVIEW
Vision, Mission, Values, Goals
Selection and Hiring
Work Planning
Feedback & Coaching
Performance Review
Rewards & Recognition
Compensation
The Organization
The Team
The Individual
WORK PLANNING
• Goals and objectives for the upcoming year
• Use line of sight
• Not a contract, but a guide
• A fluid, changing document
THE FLINT WORK PLANNING TEMPLATE
WRITING GOALS
S.M.A.R.T. Goals
S – Specific
M – Measurable
A – Attainable
R – Realistic
T – Timely
SMART OR NOT?
• Complete projects as required
• Answer phones and respond to email inquiries
• Complete all proposals within decided-upon
timeframe
• Attend weekly team meetings, or notify team within
1 day if you are unable to attend a meeting
• Support development functions of the school
• Complete meeting minutes, using standard
template and distribute to meeting attendees no
more than 2 working days after meeting
GOAL EXERCISE
• Think of your daily work and choose a specific task
that you would have on a work plan
• Using the S.M.A.R.T. guidelines, write a set of goals
that would describe this task.
• Share with your table
WORK PLAN EXAMPLE
FOUR PART FEEDBACK MODEL
Identify the Situation
(the context)
Next steps
(new actions, solutions to address issue or reinforce
desire ones)
Describe the behavior(s)
(your observations of what they took action on)
Describe impact/
consequences
(the results of their actions)
POSITIVE FEEDBACK
Context Behavior Impact Next Steps
Yesterday
when
Professor
Smith
stopped by
your office ...
I saw you put down
the budget you
had been working
to get done and
go to our website
to get some
information. You
then got up and
walked her from
your office towards
the office that
could help her.
She stopped by
later to tell me
how helpful you
had been. Your
flexibility and
willingness to go
out of your way to
help really model
our commitment
to customer
service!
I really
appreciate
that you'll
continue to do
this. It shows
your
commitment to
customer
service.
CORRECTIVE FEEDBACK
Context Behavior Impact Next Steps
At our staff
meeting
yesterday …
Every time that
Susie spoke, you
turned away
and started
talking with Bob,
or you opened
your laptop and
checked your
email.
Susie noticed this.
After the 3rd or 4th
time you did this,
Susie stopped
saying anything for
the rest of the
meeting. Susie
knows a lot about
our topic; I think we
really missed out on
her ideas.
From now on,
during staff
meetings please
focus your full
attention on
each speaker so
that everyone
continues to
participate and
we work more
effectively as a
team.
EVALUATION – STAFF REVIEW
• Conducting the review
• Focus on work plan goals and achievements
• Review the work plan section by section
• Celebrate achievements
• Discuss areas for improvement – Have the staff member drive this conversation
• Do not bring any surprises to the annual review!
EVALUATION – STAFF REVIEW
• Prepare for the review
• Ask staff to bring a copy of their work plan, focusing on
achievements
• Review any notes you have from previous coaching sessions
with the staff member
• Review any agreed-upon actions that you have discussed
in the past – Actions by you and by the staff member
• Carve out dedicated time for preparation and give it your
undivided attention.
EVALUATION – STAFF REVIEW
• Powerful Questions
• Thinking back on the past year:
• What work excited you and gave you energy?
• What work did you find draining and tapped your energy?
• What areas of development would you like to focus on in
the next year?
• As a manager, what can I do to better help you meet your
objectives?
A GOOD REVIEWER
• Focuses on observable behavior
• Listens well
• Coaches
• Maintains an atmosphere of open honest dialogue
AVOID
Halo A tendency to rate high on one quality which may influence a higher than deserved rating on another quality, such as rating someone high because you personally like him/her.
Horns A rating of unsatisfactory on one quality may influence a lower than deserved rating elsewhere, such as rating someone low because you do not like his/her personal style.
Central
Tendency
Rating performance as average or around the midpoint. This is the most common and serious of the rater tendencies.
Recent
Behavior
Basing the rating on recent performance on a project rather than overall performance throughout the past year.
Spillover
Effect
Allowing past performance appraisals to unjustly influence current ratings
THANK YOU!