staff performance management

agenda

why timeline what’s different key components of step 1 creating goals overall process questions

ExcellenceCollaboration

IntegrityOpenness

TrustDiversity

Change/InnovationSimplicity

Compassion/EmpathyLeadership

positiveresults

more out

many instrategic goals

more effective culture

“one university” focus on

research students first faculty success commit to

communities simplify systems

and structure

university values

jaws of culture

excellence to eminence

timelinestep 1 September 28step 2 December 21 step 3 March 29 step 4 July 2

what’s different

step 1• goals link to position and/or strategy • minimum performance goals reduced • minimum developmental goals reduced• supervisors can expect more, and staff can

request more

what’s different

step 2 and 3

• no significant changes • original documents are sent to HR, 305THO• copies maintained by employee and supervisor

what’s different

step 4

• significant changes • rating for punctuality limited to meets

expectations, or 2.• number of criteria reduced and combined• criteria made more concise• criteria overlap reduced

key components of step 1

university goals – how do these relate to OSUL? OSUL themes – how do these relate to your position? values – how do these relate to you? review overall process – steps 1 – 4

define major position responsibilities establish expectations relate university values to the position/performance review rating definitions and guidelines

key components of step 1

establish at least two performance goals establish at least one developmental goal assure alignment with strategic themes/position responsibilities

establishing SMART goals Specific – focus on specific results that are easily identified when they are achieved and when they are notMeasurable – include times, quality, quantity orientedAction-Oriented – make it challengingRealistic – assure that it’s attainableTime-Bound – provide deadline or timeline

step 1 - planning and goal setting

ongoing -communicate clear

performance expectations

steps 2 and 3 - coaching and

feedback

step 4 - performance

evaluation

open two-way communication

overall process

LA 1 SMART goal samples

Goal Improve student assistant attendance

Resources and Action Steps

partner with HR or other supervisors to identify best practices by October 2012set routine meetings with each student by November 2012• discuss impact on unit • review call in procedures • review consequencesprovide ongoing attendance feedback through June 2013• take corrective steps at 3 occurrences , consult HR when appropriate/necessary

Desired Results reduce student call-offs by XX%

Link to Libraries’ strategic themes and/or major position responsibilities.

major position responsibilities libraries strategic themes – services and Infrastructure

Complete By June 14, 2013

LA 1 SMART goal samples

Goal Improve student performance

Resources and Action Steps

identify in coaching and feedback training options by November 1, 2012participate in coaching and feedback training options by January 2, 2013set routine meetings with each student January 2013 implement ongoing coaching and feedback sessions February 2013

Desired Results reduce errors by XX%increase customer satisfaction by XX%

Link to Libraries’ strategic themes and/or major position responsibilities.

major position responsibilities libraries strategic themes – Service and Infrastructure

Complete By June 14, 2013

LA 2 SMART goal samples

Goal Plan usage of available display cases for exhibits

Resources and Action Steps

work with other OSUL staff to identify potential topics by November 2012plan semester display timeline by December 1, 2012work with appropriate unit/staff to obtain display materials by December 2012 for

spring semester displays work with communications for signage and advertising by December 20, 2012set up displays by January 2, 2013

Desired Results provide ongoing displays and information postings to OSUL constituents

Link to Libraries’ strategic themes and/or major position responsibilities.

collections, library as intellectual crossroads, major position responsibilities

Complete By By January 2013 and ongoing

LA 2 SMART goal samples

Goal Document and revise e-book and web ordering section of the procedures manual

Resources and Action Steps

review current section by November 2012identify and consult with experts by December 2012draft and route revisions to experts by February 2013make appropriate edits by March 2013 print and store updated version by April 2013

Desired Results Provide up-to-date resources for new employees Provide reference materials for existing employees

Link to Libraries’ strategic themes and/or major position responsibilities.

services infrastructuremajor position responsibilities

Complete By April 2013

HR Generalist SMART goal samples

Goal Assure that OSUL provides proper documentation and procedures for appointing interns, practicum students and volunteers

Resources and Action Steps

gather pertinent information from across U, November 2012Interview OSUL constituents re: interns, practicum students, volunteers, January 2013draft materials for review by OHR and legal, February 2013 edit materials , March 2013create intranet page – post materials, April 2013

Desired Results All OSUL constituents understand and utilize process for interns, practicum students and volunteers

Link to Libraries’ strategic themes and/or major position responsibilities.

InfrastructureMajor Position Responsibilities

Complete By April 2013

questions