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¹û¶³´«Ã½ Human Resources

Performance Management

Performance management is more than an annual performance review. It’s a year-round process designed to foster ongoing, two-way communication between employees and supervisor that helps employees achieve their highest potential in their role. At ¹û¶³´«Ã½, we believe that effective performance management begins with mutual respect and ends with performance excellence. ​

Supervisors are responsible for communicating performance expectations and progress on an ongoing basis to their employees. These conversations should be grounded in honest communication and provide employees with clear role expectations, feedback, identify performance successes and areas of improvement, development opportunities, and career possibilities. Ìý​

Employees have a responsibility to participate fully in these conversations, understand their role responsibilities and expectations, and communicate any obstacles or training needs to perform their role at an optimum level. This collaborative process continues throughout the year and includes continuous feedback and a written year-end review.ÌýÌý

THE PERFORMANCE MANAGEMENT CYCLE

The performance management process is intended to create an ongoing dialogue for supervisors and employees to assess how well an individual’s performance meets the requirements of the job. Following is an overview of the performance management cycle.

Performance Management Cycle Diagram

EXPECTATIONS, GOALS & OBJECTIVES

Performance Management begins when the supervisor reviews the employee’s job description, communicates performance, and creates and discusses SMART goals with the employee. This helps establish mutual understanding of the performance and behavioral expectations.

Performance objectives are observable and measurable skills and behaviors that contribute to workplace effectiveness and career success. There are ten Performance objectives:

    • Technical Knowledge and Skills
    • Integrity & Accountability
    • Teamwork/Relationship Building
    • Problem Solving & Innovations
    • Continuous Learning and Development
    • Diversity, Equity and Inclusion
    • Adaptable to Change
    • Customer Service
    • Commitment to Utoledo

SMART Goals: Goals are intended to focus attention and resources on what is most important, so that you can be successful in achieving your priorities. Common types of goals are to:

    • Increase something.
    • Make something.
    • Improve something.
    • Reduce something.
    • Develop someone

For each SMART goal follow the criteria and answer the questions that will help create a roadmap for scoping the work and drafting a plan of action.

    • Specific - What is the goal? What do I want to accomplish with this goal?
    • Measurable – How will I measure my progress? How will I know I have accomplished the goal(s)?
    • Achievable – Do I have the skills and the resources for it? Is achieving this goal realistic with effort and commitment?
    • Relevant – Why is this goal important to my development?
    • Timely – What is my deadline to accomplish the goal?

CONTINUOUS COACHING & FEEDBACK

Ongoing coaching and feedback between supervisors and employees are essential to employee performance, development and ongoing engagement. Annual performance reviews, aren’t enough to build a strong feedback culture. Employees and supervisors need to get used to giving and receiving feedback. ​

Supervisors should provide real-time feedback which refers to providing feedback almost immediately after a particular behavior. This feedback could be constructive feedback that notes when someone makes a mistake or positive feedback praising an employee for their stellar performance.

The benefits of real-time feedbackÌýare tangible in employee performance. ​

    • Helps correct mistakes and make behavior changes ​
    • Encourage career development ​
    • Inspire confidence ​
    • Personal accountability​
    • Employee feels appreciated when recognized for job well-done ​

​Steps to Effective Feedback​

    • Plan: Review documentation and relevant information; jot down notes on items you want to cover​
    • Timing: Notify staff member about meeting​
    • Set the Tone: Establish a setting conducive to dialogue. Emphasize the positive; evaluate performance, not the person. Avoid distractions during the meeting.​
    • Give Specifics: Identify specific actions and behaviors where expectations were and were not met. Give specific examples​
    • Encourage Dialogue: Engage in active listening, allow time for questions and clarification​
    • Coach: Offer recommendations and guidance​
    • Set Goals and Plan for Follow Up​
      Summarize and End on a Positive Note: Summarize important points and action plans​
    • Document Feedback: Do a brief written summary of the feedback meeting which includes: the date of the meeting, where performance expectations were and were not met, topics covered, action plans and any follow up activities. ​

The best way to get consistent feedback is to practice these skills regularly and incorporate feedback tools. ​

PERFORMANCE REVIEW

PageUp is a talent management platform used to streamline the performance review process. The performance review process is a partnership between the supervisor and the employee to help open the conversation around performance. As part of this partnership, performance reviews are necessary and beneficial, providing supervisors an opportunity to give employees feedback on job performance. The performance review is intended to be a fair and balanced assessment of an employee's actual performance during the review period.​

A performance review is a two-way interaction:​

      • ³§³Ü±è±ð°ù±¹¾±²õ´Ç°ù²õ:ÌýA supervisor is a mediator between the organizational interests and the interests of the individual.ÌýThe purpose of the review is to help the employee reflect on his or her progress, performance, and behavior in an open and honest discussion.​
      • Employees:ÌýThe contributions made by each of us are key to the success of the university. Performance reviews provide a framework for professional development, recognition of the quality of work provided, and commitment to the mission and goals of the university.Ìý ​

​

      • Manager Evaluation ​
      • Employee Acknowledgement ​

Annual Performance Review Process ​

      • Employee Self-Evaluation​
      • Manager Evaluation and Performance Review Meeting​
      • Employee Acknowledgement

DEVELOPMENT PLANS

Employee’s developmental needs are evaluated and addressed in this stage. Developing in this instance means increasing the capacity to perform through training, giving assignments that introduce new skills or higher levels of responsibility, improving work processes, or using other developmental methods. Providing employees with training and developmental opportunities encourages good performance, strengthens job-related skills and competencies, and helps employees keep up with changes in the workplace. Carrying out the processes of performance management provides an excellent opportunity to identify developmental needs that can be addressed. Areas for improving good performance also stand out, and action can be taken to help successful employees improve even further. ​

The development plan should be a live document that is referred to at progress reviews and amended as needed exactly like the objectives. The development plan may belong to the employee, but the manager has a crucial role in supporting the employee by removing obstacles and providing resources as appropriate. Development is never a solitary activity; it requires both the employee and manager to work together.​

    • ​is a tool to give an employee with performance deficiencies the opportunity to succeed. ​
      • When to Use: ​
      • Address failures to meet specific performance goals ​
      • Improve behavior-related concerns​
      • Does not meet competency skill rating on performance review ​
      • Varied Outcomes:​
      • Improvement in overall performance​
      • Recognition of a skills or training gap​
      • Possible employment actions such a demotion or termination ​
        ​
    • , is a tool to help employees who are meeting or exceeding expectations to grow their talents and abilities even more. ​
      • When to Use: ​
      • Help employees reach their full potential and career goals ​
      • Enhance employee competencies ​
      • Meets competency skill rating on performance review ​
      • Varied Outcomes:​
      • Boost employee performance and productivity ​
      • Increase employee’s moral, engagement and retention ​
      • Increase employee’s self-awareness ​

    • Career Development Plan, are tools to outline the next steps in your employee’s career. These tools will first help employees assess their current skills, experiences and personality and then develop an action plan to progress to their next career goal. ÌýVisit the Employee Resources section inside theÌýEmployee ToolkitÌýfor the Career Path Development Plan material.​

ONLINE PERFORMANCE MANAGEMENT SYSTEM

¹û¶³´«Ã½ has partnered with PageUp to create an electronic, stream-lined performance management system. The online system allows employees and managers to set goals and expectations, record journal entries to capture year-round progress notes, and complete self-reviews and annual evaluations.

  • Access to online goal setting and evaluation features.​
  • Record performance notes throughout the year using online journaling features.​
  • Employee option to complete a self-review.​
  • Online review and acknowledgment of the annual evaluation.​
  • Access to past reviews completed through the PageUp Performance Management System.

Annual performance Review Timeline

Reviews DueÌý
March 1st

  • December 16th through January 7th Employee Self-Evaluation period (optional)
    ​
  • January 8th through February 24th Manager Evaluation and Performance Discussion period
    ​
  • February 25th through March 1st
    Employee Acknowledgement period
Ìý

Reviews DueÌý
June 1st

  • March 17th through March 3rdÌý
    Employee Self-Evaluation period (optional)
    ​
  • March 4th through May2 3rd ​
    M
    anager Evaluation and Performance Discussion period

  • May 24th through June 1st​
    E
    mployee Acknowledgement period

Reviews Due September 1st

  • June 16th through July 3rd ​
    Employee Self-Evaluation period (optional)
    ​
  • July 4th through August 22nd ​
    Manager Evaluation and Performance Discussion period​

  • August 23rd through September 1st Employee Acknowledgement period​Reviews Due December 1st

Reviews Due December 1st

  • September 15th through October 2nd Employee Self-Evaluation period (optional)​

  • October 2nd through November 22nd Manager Evaluation and Performance Discussion period

  • November 23rd through December 1st Employee Acknowledgement period
rAITING pERIODS

POSITION TYPE

RATING PERIOD Ìý

DUE DATE

ALL PROFESSIONAL STAFF, FOP and CWA

1/1 to 12/31 Ìý

3/1 Ìý

Ìý

AFSCME  -FIRST LETTER OF LAST NAME Ìý

RATING PERIOD Ìý

DUE DATE Ìý

 A, B, C, D Ìý

1/1 to 12/31 Ìý

3/1 Ìý

 E, F, G, H, I, J, K Ìý

4/1 to 3/31 Ìý

6/1 Ìý

 L, M, N, O, P Ìý

7/1 to 6/30 Ìý

9/1 Ìý

 Q, R, S, T, U, V, W, X, Y, Z Ìý

10/1 to 9/30 Ìý

12/1 Ìý