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MANAGER GUIDE Strategies for Effective Performance Appraisals 1

Strategies for Effective Performance Appraisals · Work and Development Goals Performance Appraisal 7 . Plan – UA Core Competencies Advancing the Organization Communication Technology

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Page 1: Strategies for Effective Performance Appraisals · Work and Development Goals Performance Appraisal 7 . Plan – UA Core Competencies Advancing the Organization Communication Technology

M A N A G E R G U I D E

Strategies for Effective Performance Appraisals

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Page 2: Strategies for Effective Performance Appraisals · Work and Development Goals Performance Appraisal 7 . Plan – UA Core Competencies Advancing the Organization Communication Technology

Objectives 2

Explain why continual performance feedback is the key to motivating employees and reaching organizational goals.

Apply the Plan Do Check Act (PDCA) process for preparing for and conducting effective performance evaluations.

Write effective performance evaluations that give the employee a clear understanding of their goals, in what areas they have excelled in, and what areas need more focus.

Deliver performance evaluations confidently.

Implement a simple coaching strategy that will enhance employee performance.

Page 3: Strategies for Effective Performance Appraisals · Work and Development Goals Performance Appraisal 7 . Plan – UA Core Competencies Advancing the Organization Communication Technology

Common Myths

Performance Appraisals are just a formality

Performance Appraisals are uncomfortable

Appraisals are not meaningful

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Page 4: Strategies for Effective Performance Appraisals · Work and Development Goals Performance Appraisal 7 . Plan – UA Core Competencies Advancing the Organization Communication Technology

Big-Picture Process

Performance Appraisal Process

Unit Goals

Annual Review of

Results

ReviewCompetencies

Vision, Mission, Strategy,

GoalsReview with Supervisor

Observe & Record

Set Work Goals

Review Job Description

Adjust Plan if Needed

InterimChecks

Conduct Work & Record

ReviewCareer

Development Plan

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------------------------------------- Coaching -------------------------------------

Page 5: Strategies for Effective Performance Appraisals · Work and Development Goals Performance Appraisal 7 . Plan – UA Core Competencies Advancing the Organization Communication Technology

Operational Process 5

Page 6: Strategies for Effective Performance Appraisals · Work and Development Goals Performance Appraisal 7 . Plan – UA Core Competencies Advancing the Organization Communication Technology

Manager’s Role 6

Plan

Do

Check

Act

Page 7: Strategies for Effective Performance Appraisals · Work and Development Goals Performance Appraisal 7 . Plan – UA Core Competencies Advancing the Organization Communication Technology

Plan – Documentation

Employee Supervisor

Checklist Checklist

Self-Evaluation Performance Observations

Work and Development Goals Performance Appraisal

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Page 8: Strategies for Effective Performance Appraisals · Work and Development Goals Performance Appraisal 7 . Plan – UA Core Competencies Advancing the Organization Communication Technology

Plan – UA Core Competencies

Advancing the Organization

Communication

Technology Acumen

Performance Management

Organizational Performance

Customer Focus

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Page 9: Strategies for Effective Performance Appraisals · Work and Development Goals Performance Appraisal 7 . Plan – UA Core Competencies Advancing the Organization Communication Technology

Plan – Writing the Appraisal and Goals

Appraisal

Be specific.

Use action verbs.

Provide concrete performance examples.

Goals

Specific

Measurable

Achievable

Relevant

Timely

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Page 10: Strategies for Effective Performance Appraisals · Work and Development Goals Performance Appraisal 7 . Plan – UA Core Competencies Advancing the Organization Communication Technology

Do – Conduct Meeting 10

Communication

Show respect

Give honest feedback

Be positive

Manage emotions

Embrace your strengths

Face your shortcomings

Page 11: Strategies for Effective Performance Appraisals · Work and Development Goals Performance Appraisal 7 . Plan – UA Core Competencies Advancing the Organization Communication Technology

Check – Post-Review Follow Up 11

Modify the performance evaluation write-up based on the joint discussion, if appropriate.

Finalize and sign the Employee Evaluation Form.

Give final copy of form to employee for his/her signature.

Route all completed forms to next level supervisor for his/her signature.

After all signatures are secured, retain copies for departmental file.

Give final copy to employee.

Page 12: Strategies for Effective Performance Appraisals · Work and Development Goals Performance Appraisal 7 . Plan – UA Core Competencies Advancing the Organization Communication Technology

Act – Coaching, Continual Feedback 12

Coaching and Feedback

Work with your employees regularly.

Be supportive.

Evaluate performance constantly.

Praise good performance – when you see it, say it.

Correct poor performance – make it private, make it positive.

Work together on solutions to reach employee, department, and organizational goals.

Page 13: Strategies for Effective Performance Appraisals · Work and Development Goals Performance Appraisal 7 . Plan – UA Core Competencies Advancing the Organization Communication Technology

Collaboration 13

Page 14: Strategies for Effective Performance Appraisals · Work and Development Goals Performance Appraisal 7 . Plan – UA Core Competencies Advancing the Organization Communication Technology

Resources

Jami Painter

Assistant Vice President for Human Resources

(217) 244 - 8247

[email protected]

Angela Foster

Assistant Director of Employee Relations and Human Resources

(217) 333-7671

[email protected]

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