RI evaluation & recommendation template - UCLA

Recommendation
UCLA Librarian Series
Academic Peer Review FY 2003 – 2004
Evaluation & Recommendation of the Review Initiator
o State your recommendation clearly.
EXAMPLE
Susan Jones
Arts Library
for period of Month Year – Month Year
Susan Jones, Associate Librarian II, is eligible for a merit increase to Associate Librarian III and is also
eligible for career status in conjunction with this action. I recommend that Susan receive a normal merit
increase to Associate Librarian III, however, I am not recommending career status with this action.
Goals from Previous Review
o The evaluation should begin with a list of the goals established at the end of the last peer review cycle.
o Any modification to the goals should be explained.
EXAMPLE
At the conclusion of the last review period, Susan and I established five goals related to her Criterion 1
responsibilities. These goals were:
1. Goal #1
2. Goal #2
3 Goal #3
4. Goal #4
5. Goal #5
Only Goal #5 was modified during the two-year period; this modification was the result of changes within
the department. The goal was modified to read: …..
In addition to these goals for Criterion 1, Susan and I developed the following goals as related to Criterion
2 through 4. The goals were:
1. Goal #1
2 Goal #2
I will discuss these goals and their completion in relation to Criterion 1; Susan will discuss these goals in
more detail in her Statement of Professional Achievements.

Evaluation Narrative
o The narrative evaluation should focus on whether or not the goals were accomplished and how. In
addition, your evaluation should address the result, outcome, or impact on the unit and the library or
organization. If goals were not achieved or not completed, please explain why.
o An RI’s evaluation should focus activities and accomplishments, skills and expertise, and behaviors and
attitudes as these relate to the position and the individual’s performance.
o Discuss both strengths and weaknesses of the candidate. In discussing weaknesses or areas for potential
development, the RI should include suggestions for how to improve. Specific plans for how to address
weaknesses or areas for development should be included in future goals.
o Your narrative evaluation can and should include a variety of types of information such as:
o a description of the individual’s accomplishments in Criterion 1 in terms of importance to unit or
library goals including results, impact, outcome;
o the impact on service or functions and goals and objectives;
o detail about the depth and breath of individual contributions;
o whether or not the work was individual work or part of a group effort or required coordination across
the unit or organization;
o distinction between task and procedural level work and work that is original and creative;
o data and statistics if relevant to demonstrate outcome and comparisons;
o information about consistency of performance;
o evidence of continued growth and demonstration of lifelong learning;
o demonstration of characteristics such as professionalism, leadership, judgment, originality, and ability
to work with others in collaborative ways;
o feedback from users and customers, both solicited and unsolicited; and
o summary type of information on how activities and accomplishments in Criterion 2 through 4 relate to
career path and Criterion 1 activities and accomplishments.
o Do not shy away from constructive criticism.
o Writing should be focused and evaluation should be organized.
o Use a professional tone throughout the evaluation.
Future Goals
o End with goals for the future for Criterion 1 as well as 2 through 4.
o Establish challenging goals and avoid maintenance goals should not be used, i.e., “Continue to ……”
o Goals should be specific, measurable, achievable, realistic, and time sensitive.
EXAMPLE
For the next review period, Susan and I have jointly developed the following goals in Criterion 1:

1. Goal #1
2. Goal #2
3. Goal #3
In regard to Criterion 2 through 4, Susan has developed the following goals, which I support:
1. Goal #1
2. Goal #2
Supporting Documents
o RIs and candidates should consult about including relevant supporting documents.
o If the librarian has completed work on a specific work during the review period and is discussed in the
evaluation, a copy of the work may be included in the file as supporting documentation.
EXAMPLE
In this evaluation, I have referred to three accomplishments as significant during this review period.
Supporting documents related to these accomplishments are attached to supplement this evaluation. The
documents attached include: the revised departmental collection development policy, the ABC project
report, and selected pages from the departmental website.
____________________________________________ ____________________________________
Candidate Review Initiator
Rank & Step Rank & Step
Functional Title Functional Title
_____________________________________________ ____________________________________
Date Date