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Performance Management 2020 / 2021 - Check-In
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Toolkit
Toolkit
SMC
Human Resources Note: This toolkit is in the process of being updated and streamlined.
1. Overview
Red
Introduction - Purpose, Importance, & Value
1
Objectives of the Performance Management Process
2
A Shared Responsibility - Roles of Supervisor & Employee
3
Performance Management Cycle
4
Steps & Responsibilities in Performance Management Process
5
2. Links to Mission & Next Steps
Orange
Flow: Mission to Individual Objectives
7
SMC's Mission
7-a
Our Three Traditions
7-b
Twelve Virtues
7-c
Next Steps
7-d
3. Coaching & Communicating
Gold
Coaching
9
Communication Overview
10
Giving & Receiving Feedback
11
What is Performance Feedback
11
Three Components of Feedback
11
Asking for Feedback
12
Giving Feedback
12
Guidelines for Giving Constructive Feedback
12
DESC Script
13
"I" Statements
14
Tips on Giving Feedback
15
What Affects How We Give
15
Receiving Feedback
15
Listening
16
Overview
16
Listening Skills
16
Active Listening
16
Model
16
Key Points
17
Listening Techniques
17
Creating a Comfortable Environment for Coaching, Feedback, & Reviews
18
4. Sample Forms & Instructions
Yellow
Instructions for Performance Reviews
22-a
Performance Review for Supervisors
24-a
Performance Review for Staff (Non-Supervisory)
26-a
Instructions for Progress Reviews
28-a
Progress Review for Supervisions
30-a
Progress Review for Staff (Non-Supervisory)
32-a
5. Performance Planning
Dark Green
Overview and Steps
33
Four Keys Job Dimensions
33
Orienting A New Employee
34
Writing S.M.A.R.T Objectives
34
Definition of Terms
34
S.M.A.R.T Objectives and Standards
34
Sample Objectives on Performance Review Form
36
Questions to Use for Developing Objectives
36
Showing Importance of Objectives
37
Performance Objectives Planning Worksheet
37
Performance Competencies
38
Overview
38
General Competencies
39
Supervisory & Management Competencies
40
6. Progress Review
Light Green
Overview
41
Key Steps
41
Sample Progress Review
42
7. Performance Review
Dark Blue
Overview
43
Key Steps
43
Preparation for Review
43
What the Supervisor Does
43
Supervisor Checklist
44
What the Employee Does
45
Employee Checklist
45
Some Sources of Feedback
46
Some Questions to Ask When Seeking Feedback
46
Conducting & Completing the Review
47
Explanation of Performance Ratings
47
Overview
47
Definitions
48
Behaviors at Each Rating Level - Examples for General Competencies
50-a
Behaviors at Each Rating Level - Examples for Supervisory & Management Competencies
52-a
Example of Complete Performance Review for Supervisor
54-a
Example of Completed Performance Review for Staff (Non-Supervisory)
56-a
Accomplishments
57
Writing Accomplishments Statements
57
Employee Accomplishment Worksheets
58
8. Recognizing Employees
Light Blue
Overview
59
Example and Possibilities for Recognizing & Rewarding Employees
60
9. Development & Improvement Plans
Purple
Development Plan
61
Overview
61
Blank Development Plan
61-a
Sample Development Plan
61-b
Plan for Improvement
62
Overview
62
Blank Plan for Improvement
62-a
Sample Plan for Improvement
62-b
10. Appendix
Gray
Definition of Terms
63
Checklist for Orienting New Employees
65
References & Resources/Bibliography
66
Endnotes
67
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