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Chapter 8: Appraising and Improving Performance
Exercise 8-1
This exercise will take at least 2 days to complete.
Step One - Registering
The first step is to register with http://www.performancereview.com/
.
Click on “Take a free test drive” at the top of the screen.
Now click on “Let’s Go”. The next screen sets up an
account for you. Complete this form. Within 24 hours you will receive
an email with your user name and password.
Step Two – The Test Drive
Go back to the Performance Review web site and complete the “Test
drive” performance evaluation for Suzie.
Suzie’s supervisor’s observations and comments about her
performance follow. Use this information to select the appropriate ratings
for Suzie’s evaluation.
Once you have completed the evaluation, print a copy of the final version
and bring it to class.
- Select a Review Form
Look at the competencies lists for the clerical job.
Do the competencies listed for Clerical seem appropriate to you? Why?
Why not? Would you add any to the list?
- Enter Review Information
You will be conducting a performance review for Susan Q. Testdriver.
The review period starts October 1st of last year and finishes September
30 of this year.
You are the reviewer
- Select the Rating Language
Select the language you would like to use for the evaluation form
What were some of the choices that you looked at? Why did you choose
this language?
- Completing the Rating
Read the descriptions of Suzie’s performance (below) and the examples
that have been collected over the past 12 months. Then look at the choices
of rating language and choose the ratings that best reflect her performance
for each of the 3 competencies.
Job Knowledge
- Suzie’s been in this job for 1.5 years and she seems to clearly
understand what her job is about.
- She excels in both keeping abreast of changes and applying them to
her job
- She clearly understands when her job ends and another job starts,
and consistently refers customers to the appropriate person to deal
with their questions or concerns.
- She needs a lot of supervision – Suzie can get off-track easily
and spend her time on non-productive activities if she isn’t watched.
For example, in December she got involved in organizing the end of the
year party. We agreed she could spend 10 hours on this project and we
agreed to the basic elements of the party. Well, she put in about twice
the time and had plans for a party at twice the budget. It took me a
lot of time to “talk her down” to an appropriate plan, and
then she had to re-work a lot of the plans. I’ve also seen the
same kind of thing happening on other tasks – basically, if I
don’t watch her carefully she gets involved in non-productive
activities.
- Other than her time, she uses resources effectively
Dependability
- Suzie is well meaning, but she’s not always dependable.
- I gave her a verbal warning (July, 2002) about her attendance and
punctuality. There has been some improvement, but it’s still an
area of concern.
- During the discussion, she had a million different reasons for not
keeping all her commitments – everything from her dog eating the
paperwork, to the computer system crashing and her having to start the
project all over again
- She responds well to requests for service and always comes to me to
discuss instructions or directions when she is starting a new task
Innovation
- If you say anything about Suzie, you have to admit she’s creative!
- However, some of her ideas are right out there! Like the other month
when she suggested all customer requests for product specifications
should be sent on “happy face” paper so our customers think
we are a happy company that’s fun to deal with – we’re
selling hardware – bolts, nuts and such, I don’t think being
seen as the “happy hardware supplier” will help business.
- Suzie consistently meets challenges in her job with resourcefulness
- We just need to coach and guide her into using her creatively in a
more appropriate manner. We love her creatively, and we want her to
stay positive in this area, we just need to help her to “tone
things down” a bit
- Define and Rate Goals
Choose one goal for Suzie that will improve her performance over the
next 12 months. Complete this section with the specific information
she will need to understand and meet the goal.
- Plans for Improvement
Click on the statements that reflect the goal you stated above.
- Print the Performance Appraisal
Exercise 8-2
Go to http://www.google.ca
and find three software programs that assist with employee performance
evaluations.
- Identify the different features of each program.
- What are the benefits listed for each program?
- What other information do you need to review the programs?
- Which program would you recommend at this time and why?
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