Sample Performance Review Health Fitness Professional, 4 mon. in position Developing

Transcription

1 Sample Performance Review Health Fitness Professional, 4 mon. in position Developing 1. For last quarter, describe your performance both in terms of accomplishments and behaviors. In your description, please be clear and specific. For being four months on the job, I feel like I m doing well. I have made progress with the HEART tool and have communicated HealthForce 2020 goals to members. I have focused my efforts with the HEART tool on healthy eating and healthy movement. I m trying to build rapport and get to know members, along with meeting the HEART tool goal. This past month has been especially busy with member questions. I didn t realize how much time member questions would take! For healthy eating, I ve scheduled a meeting next month with the cafeteria vendor to brainstorm healthy items we could add to the lunch menus and put in the vending machines. I still need to price options for providing free fruit to members. For healthy movement, I met with facilities to discuss ideas. We have had discussions for ways to re-invigorate the outdoor walking path, and how to incorporate an indoor walking path within the building for use in bad weather. There appears to be a lot of barriers to making these changes. Unfortunately, being new to my role and not knowing how much time member questions would take, I haven t scheduled a follow up meeting with facilities yet. I hope to do so within the next two weeks. As a new associate, it can sometimes feel a little overwhelming to keep up with the variety of tasks you re asked to complete and provide great service to our customers. There is a lot to learn to do your best work. You re 4 months into the job and you are experiencing some of the typical challenges, such as meeting all of the deadlines for implementing new tools and building relationships so you can have more influence to make changes. By next quarter you should be back on track with rolling out the HEART tool and have made progress on your conversations with facilities. If you have concerns with that timeline then let s discuss at the performance review to create a plan that you re comfortable with and ensures you make progress in these areas. In the meantime, let s plan to have more frequent 1-on-1s. These conversations will be a chance to provide more coaching and feedback about how to collaborate more effectively with the facilities lead. Specifically, we will talk about how you can listen to his concerns and understand his point of view regarding the changes you want to implement and you can adapt your approach to proactively address his concerns head on, so they don t become barriers to progress. 2. List your top priorities for the next quarter. For next quarter, my top priority is to get back on track with the timeline for implementing the HEART tool, and develop a plan to move forward with becoming compliant on HealthForce 2020 goals. I will work with facilities and the site lead to discuss what steps need to be taken to be compliant with expectations by I have begun listing areas where money spent will make 1

2 the most impact in supporting a healthy lifestyle for members. Another goal is for 200 members to have completed their health assessment by the end of next quarter. Launch communications have been sent. I agree. Let s focus to make sure you get back on track. I d like you to develop a structured plan for the HEART tool rollout with target dates for completion and share ideas for ways to increase your influence with facilities. Being able to drive for results and collaborate to build relationships is critical to your success at HealthFitness. It will take practice, but focused time spent developing these skills is important to your long-term success. 3. Select the appropriate rating from the drop down menu. Developing 4. Explain your selection. As I mentioned earlier, you re still new to this job so it is to be expected there is a learning curve. You have already made good progress and will continue to do so. Let s plan for you to be meeting your goals next quarter and change this rating to Performing. 2

3 Sample Performance Review Health Fitness Professional, 2 yrs in position Struggling 1. For last quarter, describe your performance both in terms of accomplishments and behaviors. In your description, please be clear and specific. Over the past quarter I have made progress with the HEART tool and have communicated HealthForce 2020 goals to members. I have focused my efforts with the HEART tool on healthy eating and healthy movement. This past month has been especially busy with member questions. It felt like everything was 50% more intense. I kept all of our members happy, but didn t make as much progress as I would have liked with the HEART tool. For healthy eating, I ve scheduled a meeting next month with the cafeteria vendor to brainstorm healthy items we could add to the lunch menus and put in the vending machines. I still need to price options for providing free fruit to members. For healthy movement, facilities has not been receptive to my ideas. We have had discussions for ways to re-invigorate the outdoor walking path, and how to incorporate an indoor walking path within the building for use in bad weather. There appears to be a lot of barriers to making these changes. In our meeting, let s develop a plan to help you get back on track with the HEART tool rollout and ways to have more influence with facilities. Driving for results will be important to reaching your goals with the HEART tool rollout. Collaborating effectively by listening to the facilities manager and asking questions to understand his point of view, as well as adapting your approach, may help you overcome some of those barriers. Let s focus some time during your performance review discussing ideas. 2. For next quarter, what performance objectives are your top priorities? For next quarter, my top priority is to get back on track with the timeline for implementing the HEART tool, and develop a plan to move forward with becoming compliant on HealthForce 2020 goals. I will work with facilities and the site lead to discuss what steps need to be taken to be compliant with expectations by I have begun listing areas where money spent will make the most impact in supporting a healthy lifestyle for members. Another goal is for 200 members to have completed their health assessment by the end of next quarter. Launch communications have been sent. As I mentioned earlier, let s focus on getting back on track with the HEART tool rollout and using your influence with facilities to make changes. You re doing well with keeping our members satisfied, and being consistent in the other areas we track. However, I know the HEART tool has been trickier. I expect that you are able meet the roll out goal, and make some changes at the site that will enable members to be healthier at work. You won t have to do it alone because I ll be here to help you be successful. Let s use the majority of our performance review meeting to discuss some approaches that may help. 3

4 3. Select the appropriate rating from the drop down menu. Struggling 4. Explain your selection. Rolling out tools such as HEART and getting facilities make changes to make it easier for members to be healthy is required in this role. You have not demonstrated making as much progress as is expected in these areas. We will focus on those this quarter to get you where you need to be. I am confident you can get there. 4

5 Sample Performance Review Health Fitness Professional, 2 years in position Performing 1. For last quarter, describe your performance both in terms of accomplishments and behaviors. In your description, please be clear and specific. Over the past quarter I have been making progress with the HEART tool and have communicated HealthForce 2020 goals to members. I have focused my efforts with the HEART tool on healthy eating and healthy movement. For healthy eating, I met with the cafeteria vendor to brainstorm healthy items we could add to the lunch menus and put in the vending machines. I ve also priced options for providing free fruit to members. I ll continue working on this to meet next month s deadline. For healthy movement, I met with the site lead and facilities to discuss possibilities. We are in discussions for ways to re-invigorate the outdoor walking path, and how to incorporate an indoor walking path within the building for use in bad weather. I agree that you have made the progress mentioned in your evaluation. You have built relationships with key leaders, the site lead, members, and your teammates by demonstrating effective collaboration listening to others to understand their points of view and adapting your approach to work with them. You are reliable and follow through on your commitments. Nothing more to add here other than that I am happy you re part of our team. 2. For next quarter, what performance objectives are your top priorities? For next quarter, my top priority is to develop a plan to move forward with becoming compliant with the HEART tool and HealthForce 2020 goals. I will work with facilities and the site lead to discuss what steps need to be taken to be compliant with expectations by I have begun listing areas where money spent will make the most impact in supporting a healthy lifestyle for members. Another goal is for 200 members to have completed their health assessment by the end of next quarter. Launch communications have not yet been sent but are scheduled for next week. You have made all of the progress mentioned in your evaluation. You are organized and have great attention to detail. Your ability to prioritize and re-prioritize is key in this ever-changing environment. Keep up the good work and reach out when you have questions I am always happy to provide more support or direction. 3. Select the appropriate rating from the drop down menu. Performing 4. Explain your selection. 5

6 You shift priorities smoothly and effectively to accommodate requests of the site lead and key site leaders. You proactively look for ways to help your site lead stay on track with meeting goals and ensure your site lead is kept informed when site management goes to you first. 6

7 Sample Performance Review Health Fitness Professional, 2 years in position Excelling 1. For last quarter, describe your performance both in terms of accomplishments and behaviors. In your description, please be clear and specific. Over the past quarter I have made progress with the HEART tool and have communicated HealthForce 2020 goals to members. I have focused my efforts with the HEART tool on healthy eating and healthy movement. For healthy eating, I met with the cafeteria vendor to brainstorm healthy items we could add to the lunch menus and put in the vending machines. I ve also priced options for providing free fruit to members. This will be in place next week, which is a month ahead of the goal. For healthy movement, I met with the site lead and facilities to discuss possibilities. We are in discussions for ways to re-invigorate the outdoor walking path, and how to incorporate an indoor walking path within the building for use in bad weather. I ve scheduled a follow up meeting to stay on top of this. In addition, I ve also scheduled focus groups with members to get feedback on other outdoor and indoor activities. This will be in done in the next two weeks. I m hoping then to have additional options for healthy movement and will incorporate them into the plan. As of now, I am a month ahead on my project plan and I m also adding additional options. Also, this past quarter I followed through on the recommendations you made to get ready for a supervisor role. I completed the trainings without issue and have been participating in some cross-functional projects. You told me to focus on thinking more strategically. That hasn t always been easy, but I enjoy it. I agree, you are doing great work. I want you to know that I really appreciate your drive to go beyond expectations and experiment with new tasks. I am pleased with your participation in the management development training. I know parts are natural and other concepts may be difficult to grasp right now. The skills of leading effectively accepting feedback and using it to grow, supporting team decisions, and helping others achieve goals - will be essential when you re ready to make the move to a supervisor role. It is great that you are getting exposure to them so early on. 2. For next quarter, what performance objectives are your top priorities? For next quarter, my top priority is to develop a plan to move forward with becoming compliant with the HEART tool and HealthForce 2020 goals. I will work with facilities and the site lead to discuss what steps need to be taken to be compliant with expectations by I have begun listing areas where money spent will make the most impact in supporting a healthy lifestyle for members. Another goal is for 200 members to have completed their health assessment by the end of next quarter. Launch communications have already been sent. 7

8 I want to keep growing and by the end of the year I definitely want to apply for an open supervisor position when it is available. I m not sure what I need to do between now and then, but that is my number one priority: moving up. Great! In your performance review, let s talk about what additional steps you can take to make this happen. 3. Select the appropriate rating from the drop down menu. Excelling 4. Explain your selection. Your work is exceptional. You go beyond what is asked and are already doing some presupervisor activities. Keep up the great work. 8