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pm1 performance management review form - Ohio University

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Example of a "bad" <strong>review</strong>.<br />

#PM1<br />

PERFORMANCE MANAGEMENT REVIEW FORM<br />

It is the policy of <strong>Ohio</strong> <strong>University</strong> that all employees receive a periodic <strong>per<strong>form</strong>ance</strong> evaluation from their immediate<br />

supervisor. Please refer to policies 40.005 Per<strong>form</strong>ance Evaluation Program Administrative Presidential Appointees and<br />

40.042 Per<strong>form</strong>ance Evaluation Program Classified Employees for policy descriptions, guidelines and appeal procedures.<br />

Employee's Name:<br />

Title:<br />

Role:<br />

Department:<br />

Supervisor's Name:<br />

Review Period:<br />

Date of Review:<br />

Leslie B. Technical<br />

Computer Technician (IT market title: PC Support Specialist)<br />

Administrative/Technical Professional Manager<br />

Numerology<br />

Robin N. Competent<br />

2002-2003<br />

5-Jun-03<br />

This is the annual Per<strong>form</strong>ance Management Review <strong>form</strong> for classified and IT employees at <strong>Ohio</strong> <strong>University</strong>. The written<br />

<strong>per<strong>form</strong>ance</strong> <strong>review</strong> and the subsequent conversation should focus on the employee’s job <strong>per<strong>form</strong>ance</strong> and achievement of<br />

goals as identified during the <strong>per<strong>form</strong>ance</strong> planning meeting held at the beginning of the <strong>per<strong>form</strong>ance</strong> <strong>management</strong> cycle. The<br />

seven <strong>per<strong>form</strong>ance</strong> competencies below guide the <strong>per<strong>form</strong>ance</strong> <strong>management</strong> <strong>review</strong>:<br />

• Customer Focus<br />

• Application of Knowledge<br />

• Teamwork<br />

• Innovation and Managing Change<br />

• Respect for Others<br />

• Per<strong>form</strong>ance Management and Development<br />

• Per<strong>form</strong>ance Initiative<br />

Instructions:<br />

• Please refer to the individual’s official position description to assist in assessing and evaluating his/her job<br />

<strong>per<strong>form</strong>ance</strong>.<br />

• The criteria for each of the competencies are listed on pages 2 and 3 of this <strong>form</strong>. Please refer to<br />

http://www.ohiou.edu/comp/index_perfm.htm for detailed descriptions, help, and tools.<br />

• Use a checkmark on the continuum to mark the employee’s rating.<br />

Part I - Accomplishments<br />

List the objectives or key accomplishments for the previous evaluation period, including ongoing assignments which met<br />

expectations/standards; areas of improvement; development of new skills; etc. Using the columns as a guide, indicate how<br />

you measured and defined success and progress towards established goals and objectives. Additional sheets may be attached.<br />

Goals & Objectives Met Method of Measurement<br />

Results<br />

Got to know the department I remember who I talked to Kept busy and no complaints<br />

Stayed current in technology<br />

Spent a lot of time reading stuff on<br />

the Internet<br />

People recognized that I know my stuff<br />

Make myself valuable to the<br />

department<br />

Set up lots of servers that I<br />

administer<br />

Everyone depends on me for support<br />

Page 1 of 4


Part II - <strong>Ohio</strong> <strong>University</strong> Competencies<br />

Part II lists the competencies expected of all employees. For a detailed description of each of the competency <strong>per<strong>form</strong>ance</strong><br />

levels, refer to http://www.ohiou.edu/comp/index_perfm.htm<br />

Please mark a checkmark along the rating line and provide additional comments for each item. Comments should emphasize<br />

skills and behaviors that have contributed to an employee’s <strong>per<strong>form</strong>ance</strong>. Include comments about areas for specific learning<br />

and development for <strong>per<strong>form</strong>ance</strong> improvement.<br />

Customer Focus – Consistently meets the needs of internal and external customers.<br />

x<br />

Falls Below Expectations Meets Expectations Exceeds Expectations<br />

Supervisor's Comments<br />

People seem to like you a lot regardless of your<br />

ability to help them.<br />

Employee's Comments<br />

People in the department don't know much about<br />

IT but I'm beginning to bring them along.<br />

Teamwork – Collaborates within and across work groups, building and maintaining rapport and cooperation with coworkers<br />

to meet the needs of customers.<br />

x<br />

Falls Below Expectations Meets Expectations Exceeds Expectations<br />

Supervisor's Comments<br />

You've made good contacts throughout OU to get<br />

technical in<strong>form</strong>ation.<br />

Employee's Comments<br />

I'm enjoying the departmental softball team.<br />

Respect for Others – Demonstrates respect for people from a variety of ethnic, social and educational backgrounds by<br />

interacting in a civil and sensitive manner.<br />

x<br />

Falls Below Expectations Meets Expectations Exceeds Expectations<br />

Supervisor's Comments<br />

Your work in organizing and launching the<br />

diversity task force has raised the awareness of<br />

all employees in the department with respect to<br />

multicultural issues.<br />

Employee's Comments<br />

Apparently, singlehandedly changing the culture<br />

of the department to create a more friendly and<br />

supportive working environment for all types of<br />

people wasn't sufficient to "exceed" your inflated<br />

expectations.<br />

Page 2 of 4


Per<strong>form</strong>ance Initiative – Continuously takes self-motivated steps toward achieving organizational goals.<br />

x<br />

Falls Below Expectations Meets Expectations Exceeds Expectations<br />

Supervisor's Comments<br />

You were out sick a lot. When you were here I<br />

had to push you to get out of your office and talk<br />

to the users.<br />

Employee's Comments<br />

I was so busy learning about new technologies<br />

that I didn't have time to implement anything new.<br />

Application of Knowledge and Continuous Learning – Effectively applies current knowledge and skills and<br />

keeps abreast of new knowledge and developments in one’s areas of responsibility.<br />

x<br />

Falls Below Expectations Meets Expectations Exceeds Expectations<br />

Supervisor's Comments<br />

There's no way to know it all so I guess you're<br />

doing all right.<br />

Employee's Comments<br />

I was so busy learning about new technologies<br />

that I didn't have time to implement anything new.<br />

Innovation and Managing Change – Readily adapts to change, demonstrates a willingness to learn, and seeks new<br />

ideas to apply for positive results.<br />

x<br />

Falls Below Expectations Meets Expectations Exceeds Expectations<br />

Supervisor's Comments<br />

Good job.<br />

Employee's Comments<br />

Thanks, but technology changes so fast that I<br />

feel that I "exceed" any reasonable expectations.<br />

Per<strong>form</strong>ance Management and Development- Uses the <strong>per<strong>form</strong>ance</strong> <strong>management</strong> program effectively to<br />

develop and improve personal job <strong>per<strong>form</strong>ance</strong> (and that of others, where appropriate).<br />

x<br />

Falls Below Expectations Meets Expectations Exceeds Expectations<br />

Supervisor's Comments<br />

Your weekly detailed progress reports are very<br />

impressive.<br />

Employee's Comments<br />

I hate filling out <strong>form</strong>s but if it increases my job<br />

security, I'll do it.<br />

Page 3 of 4


Part III - Overall Per<strong>form</strong>ance: Consider the scope of the job, as well as any exceptional circumstances under which<br />

the employee worked during the evaluation period. What goals were achieved? What responsibilities were fulfilled? If the<br />

employee did not meet or exceed expectations, provide an explanation. Mark the overall rating along the rating line at the<br />

bottom of this section.<br />

Falls Below Expectations Meets Expectations Exceeds Expectations<br />

x<br />

Supervisor's Comments<br />

Employee's Comments<br />

You've done all right in your first year and you Thanks for the top marks. This is great, with a<br />

met most of our expectations for a professional IT rating like this I can kick back and concentrate on<br />

staff member in the department. In order to the things I’m interested in.<br />

encourage your further progress I'm giving you<br />

the top rating.<br />

Part IV - Goals<br />

Discuss and list the major goals to be included in the <strong>per<strong>form</strong>ance</strong> <strong>management</strong> planning meeting for the next evaluation<br />

period.<br />

1. Program a complete student in<strong>form</strong>ation system for the college. Start right away and just figure our what we want as you go<br />

along.<br />

2. Keep everyone in the department happy, all the time. I don't want to hear any complaints.<br />

3. Earn all the certifications necessary to improve the departmental IT environment.<br />

I certify that my supervisor has discussed this document with me. My signature does not necessarily imply that I agree with this<br />

evaluation.<br />

Signature of Employee:<br />

Signature of Supervisor:<br />

Date:<br />

Date:<br />

I certify that I have read the contents of this document and discussed them with the employee's supervisor.<br />

Signature of Supervisor's Supervisor:<br />

Date:<br />

Employee<br />

Supervisor<br />

Supervisor's Supervisor<br />

UHR (Classified <strong>form</strong>s only)<br />

Department (Administrative <strong>form</strong>s only)<br />

Page 4 of 4

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