FY18 INTERIM PERFORMANCE FEEDBACK FORM FOR ADMINISTRATIVE STAFF (Grades 7-24) DISCUSSION AND REVIEW. Employee: Job Title:
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1 FY18 INTERIM PERFORMANCE FEEDBACK FORM FOR ADMINISTRATIVE STAFF (Grades 7-24) DISCUSSION AND REVIEW Employee: Job Title: Department: Reviewer/Supervisor: Performance Feedback Period: July 2017 June 2018 I. OVERALL PERFORMANCE FOR THE AR: Describe overall performance including goals that were achieved and how results were achieved. (e.g., through leadership, teamwork). Describe actions and progress made. Identify areas for improvement and professional development that will be accomplished to support the improvement. II. PERFORMANCE GOALS AND OBJECTIVES: Identify 3-5 goals based on the ESSENTIAL FUNCTIONS or primary responsibilities of employee s job description or special projects if significant. If in reviewing the job description, it needs to be revised please contact Human Resources to make appropriate changes. See instructions for assistance forming SMART goals. Provide comments and work related evidence supporting the employee s achievement of the goals on going in Q1,,, and. 1
2 Rating Codes: Rating Achieved Goals/on target to meet goals *Needs Improvement/not on target to meet goals Did Not Achieve Goals Abbreviation AG NI DNAG *Do not use the NI rating code if an employee is not on target to meet goals due to a change in business priorities of the University/School/Division/Department/Office, not due to their own need for improvement or inability to achieve the goal. Add content that explains the reason and do not rate the goal. (Performance Goal#1) Q1 (Performance Goal#2) Q1 2
3 (Performance Goal#3) Q1 (Performance Goal#4) Q1 (Performance Goal#5) 3
4 Q1 III. PERFORMANCE COMPETENCIES for grades 7 through 24 Consider the degree to which each of the following competencies contributes to the employee s effectiveness. Write comments using work related evidence to describe employee s effectiveness in each performance competency. 1. ORGANIZING AND INITIATIVE: Considers the degree to which the employee plans, prioritizes, and achieves his/her/their goals. Has the ability to keep work organized allows workers to focus on different projects without getting disoriented or lost, thereby increasing productivity and efficiency in the workplace. Employee accurately researches assignments to understand and communicate goals; creates and follows action plans; and interprets issues in a manner to support sound conclusions, conducts thorough research and presents sound alternatives based on key facts. Considers the degree to which the employee approaches issues and problems with ingenuity. Displays energy and enthusiasm in completing tasks. Seeks out new responsibilities and acts on opportunities. Generates new ideas and follow through on a plan of action. 2. CUSTOMER FOCUS AND QUALITY OF SERVICE: Considers the needs of internal and/or external students/faculty/employees/vendors/alumni/parents, etc. when making decisions or designing programs and responds in a timely, courteous, respectful and responsive manner. Demonstrates a commitment to deliver professional services according to Lesley s standards and determines appropriate steps or courses of action to problem solve issues raised. Serves our students by seeking direct feedback from students. 4
5 3. TEAM EFFORT: Ability to work collaboratively with other employees in the department and throughout the University, consider willingness to assist others and ability to take into account other s point of view. Employee contributes to ensuring fair and equitable work environment and encourages respect for all people and points of view. 4. DIVERSITY AND INCLUSION: (Mandatory) Considers the degree to which behaviors support Lesley s commitment to strengthening its diversity and inclusion goals. Demonstrates behaviors that include fairness, respect, inclusiveness, empathy, integrity and ethical conduct. Fosters a climate and culture in which each person is accepted and has the opportunity to grow and develop. Practices behaviors that promote diversity and inclusion in dealings with and on behalf of the University. Respects and supports the diverse needs of all members of Lesly University. 5
6 5. INTERPERSONAL AND COMMUNICATION SKILLS: Considers the degree to which employee comprehends others and expresses and presents ideas appropriately and clearly. Considers the organization, clarity and conciseness of both the written and verbal communication. Upholds and incorporates global values appropriately when communicating in written and verbal formats. Uses active listening skills to improve relationships and services to internal/external customers. Gives and receives feedback that is supportive and encourages successful communications. Is able to participate in difficult discussions and reach compromise and/or consensus. 6. DEPENDABILITY, RELIABILITY AND ATTENDANCE: Considers the employee s ability to meet deadlines; and degree and accuracy by which the employee completes work assignments including appropriate reports and records and being at work consistently on time. Employee demonstrates dependability on the job and is responsive to the needs of the school/department and University. 7. PRODUCTIVITY AND QUALITY OF WORK: Considers employee s volume of work given time expectations and available resources and the degree to which employee completes his/her/them job responsibilities in an organized, accurate and thorough manner. 6
7 8. ADAPTABILITY: Considers the degree to which employee adapts to change and is able to adjust strategy in response to new information; responds appropriately without having all parameters defined and seeks innovative and creative solutions to new or changing situations. Takes professional risks and challenges self or others not to accept the status quo. Ability to prioritize and/or adjust work assignments to meet changing organizational goals. IV. EMPLOE PROFESSIONAL DEVELOPMETN ACTION PLAN Identify professional development goals. Professional development goals relate to the competencies or knowledge, skills and abilities that an employee needs to perform essential functions of his/her current position and/or to prepare him/her for future career growth. These might include areas for improvement, projects that need to be done, or actions that can be undertaken to contribute to the employee s professional development (e.g, attend a training seminar, etc). Planning and Goal Setting Reviewing Manager/Department Head Signature: Employee Signature: 1st Quarter End - Feedback 7
8 Employee Signature: 2nd Quarter End ear Review Reviewing Manager/Department Head Signature: Employee Signature: 3rd Quarter End - Feedback Employee Signature: Year-End Annual Review Reviewing Manager/Department Head Signature: VI. EMPLOE S COMMENTS (optional) Employee s comments concerning the performance review may be recorded here: 8
9 Employee Signature:* *Employee s Signature implies neither agreement nor disagreement with this performance review. The signature indicates only that the employee has read this evaluation and discussed it with his/her supervisor 9
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