Annual Performance Appraisal for classified personnel and non teaching professional staff
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1 COLLEGE OF LIBERAL ARTS The University of Texas at Austin May 31, 2009 for Appraisal Period Ending Amelia Bearheart Name AnnualPerformanceAppraisal forclassifiedpersonnelandnon teachingprofessionalstaff Receptionist (Administrative Assistant) Title Dean s Office Department Overall Purpose of the Position: To serve as receptionist in a busy academic administrative office. Appraisal Ratings: Exceeds Expectations (consistently performs above expectations in all areas) Meets Expectations (overall performance is good and solid. May exceed expectations in some areas) Does Not Meet Expectations (performance has not met key responsibilities and requires improvement) KEY RESPONSIBILITIES Skill Development (to include things such as): Keeps necessary skills and knowledge current for all work and tasks. Keeps computer skills current. Expresses interest in technology that can assist the department/center achieve its service goals by continuously upgrading skills to meet changing requirements of the job. Develops interpersonal skills. Standards of Conduct (to include things such as): Attendance and punctuality Supports departmental initiatives and goals. Complies with Liberal Arts and departmental policies & procedures, the University s Handbook of Operating Procedures, and all other University and System rules and regulations. APPRAISAL Overall rating and supporting narrative: Exceeds Expectations Ameliacametothedepartmenthighlyproficientin ExcelandMSWord.Shehasindicatedthatsheis interestedintakingwebclassesandthe departmentisencouragingthis.withthis additionaltrainingameliawillbeabletomake updatestothedepartmentalwebpage.since comingtothedepartment,ameliahaslearnedhow tocreatepowerpointpresentations.currently PowerPointisnotusedextensivelybyourfaculty butweareexpectingthistochangeandameliawill beabletoassistourfacultywiththeir presentationsinthefuture.ameliahasexcellent interpersonalskillsandcontinuestorefinethemas sheinteractswithvisitors,staff,studentsand faculty. Overall rating and supporting narrative: ExceedsExpectations Ameliaisverypunctualandherattendanceis excellent.sheoftenvolunteerstostaylateorcome inearlyduringdepartmentalcrunchtimestohelp. Ameliagenuinelycaresaboutthedepartmentand page1
2 ourfacultyandstudents.thisisevidentwhenshe talkstovisitorsandprospectivestudentsaboutthe department.sheoperatesallequipmentinasafe andefficientmannerandisalwayswillingtoassist withprintercartridgesthatneedtobereplacedor tohelpfixthecopierwhenitjams.shealsokeeps upwithandcomplieswiththecollege sandthe University s/system srulesandregulations. Job Tasks (list individual tasks with brief description) Task 1: Serveasfirstpointofcontact:greetvisitors, answerthephone,respondtoe mailinquiries. Task 2: Supervisework studystudents. For each task, give a rating and provide supporting narrative: Task 1: Exceedsexpectations AsthefirstpointofcontactAmelia sroleiscrucial astohowprospectivestudents,parentsand visitorsperceivethedepartment.amelia s customerserviceskillsareexcellentandshe remainscalmandhelpfulevenunderextreme stressorinthefaceofadisgruntledcallerorwalk in.ifsheunabletodiffuseadifficultsituationshe willaskforassistancefromtheea. Ameliagreetsvisitorsandanswersthephone professionallyandcourteously.shereferscallersto theappropriatepersonandtriestominimizethe timethattheymaybeonhold.shemakesvisitors feelwelcomeandateasewhiletheywait. Ameliascreensalle mailinquiriesandrespondsto requestsforgeneralinformation.ifappropriateshe willforwardtheinquirytotheea,thegraduate coordinator,etc.forhandling. OverthelastyearAmeliahascontinuedtolearn moreaboutthedepartment smissionandgoals. Shehasaccumulatedasolidknowledgebaseabout thefacultyandtheirresearchinterestsandshe keepsabreastofupcomingeventsand presentationssoshewillbeabletoknowledgeably shareinformationaboutthem.sheconfidentlyand professionallyinteractswithawiderangeof peopleandrepresentsthedepartmentwell. Task 2: Meetsexpectations Ameliasupervises2work studystudents.she determinestheirworkscheduleandmonitors completionofprojects. page2
3 Task 3: Task 4: Handleallincomingandoutgoingmail. Task 5: Postanddistributeflyers,noticesandother informationalitems. Task6:Coordinatecourseinstructorsurveys. Task 3: Exceedsexpectations Ameliahandlesmyriadtasksforfacultyranging fromtyping/copyingtestsandclassmaterialsto editing/reformattingdocuments.oneofthe difficultiesameliahasfacedisprioritizingthese tasks.thereseemstobeeitherfeastorfamine. Whennumerousrequestscomeinandallare taggedashighpriority,itisdifficulttodetermine whichtaskshouldbedonefirst.ameliahascreated asystemthatallowshertotrackincoming requests,ratethembypriorityandkeeptrackof thestatusoftherequest.ifsheisunsureabout whichpriorityratingshouldbegivenshewillask forassistancefromtheea.oftenameliahasto showgreatflexibilityandadaptabilityasrequests areaddedlastminuteandareverytimesensitive. Shehasdemonstratedtheabilitytostaycalm underpressureandremainfirmyetcourteous whenthereareconflictingdemandsaboutwhich taskshouldbedonefirst.despitethesepressures, Ameliamaintainshighattentiontodetailand effectivelyusesherwork studystudentsto completetheseprojectsinatimelymanner. Task 4: Meetsexpectations Ameliacompetentlyhandlesallincomingand outgoingmail.ifshehasanyquestionswithrespect toshipping,postage,etc.shewillcontactthe appropriatesourcetoobtaindirectionsabouthow toproceed. Task5:Meetsexpectations Ameliapostsanddistributesflyersandnoticesina timelymanner.shealsomakessurethatold noticesandflyersareremovedanddiscarded. Task6:Exceedsexpectations Ameliacoordinatesthecourseinstructorsurvey process.shekeepstrackofwhichsurveyshave beencompletedandservesasthedepartmentalgotopersonforallquestionsrelatedtocourse instructorsurveys.ameliaisproactivethroughout theprocessandattemptstoanticipateproblems. ShewilloftenconferwiththeEAtoensurethatthe EAandthechairmanareawareofanypotential problemsandshekeepstheeaupdatedonthe page3
4 Task7:AssisttheExecutiveAssistantandthe AssociateDeanwithprojects. statusofeachsurvey.inthepast,therehavebeen instanceswherecourseinstructorsurveyswere notcompletedandthiswasoftendiscoveredwhen itwastoolate.ameliahasstreamlinedtheprocess andisprovidingcrucialupdatesthatwillallowthe departmenttodocumentifasurveywasnot conductedandwhatthecircumstanceswere. Task7:Exceedsexpectations Ameliahasexpressedadesiretolearnmoreabout thedepartmentandtobeallowedtotakeonmore complexresponsibilities.sheisfrequentlyaskedto assistthechairmanandtheeawithprojects.often theprojectdealswithinformationwithwhichshe isunfamiliarandshewillaskquestionstoensure thatthesheunderstandsthematerialandwhatis beingaskedofher.eventhoughsheishighly motivatedtocompletethesetasksshewon trush throughthem.insteadshealwaysmakessurethat shefollowsalloftheinstructionsandcheckswith thechairmanortheeaatvariousstagesduringthe projecttomakesurethatsheisontherighttrack. Sheisverythoughtfulaboutcompletingthesetasks andwilltakedirectionwhenshehasmadea mistakeorhasmisinterpretedsomething.often Ameliacomesupwithanewordifferentwayto displayinformation,formatdata,etc.overall,even withhighlyunfamiliarmaterial,ameliahas exhibitedhighattentiontodetailandoften completesprojectsbeforethedeadline.wehave givenherprojectsthatwereincreasinglymore complexandshecontinuestodoanexcellentjob completingthem. To add additional rows for additional tasks, put cursor in the last row and hit Tab. OVERALL PERFORMANCE APPRAISAL In the space below, please provide a rating and summary of the employee's overall performance. In determining the overall rating, please consider the ratings in each key responsibility and, if applicable, the percent time or weight of each key responsibility. Please also note specific areas of performance where improvements can be made and describe the Performance Action Plan for addressing any performance deficiencies and the scheduled follow-up dates on the plan. Ratings: Exceeds Expectations (consistently performs above expectations in all areas) Meets Expectations (overall performance is good and solid. May exceed expectations in some areas) Does Not Meet Expectations (performance has not met key responsibilities and requires improvement) Overall Rating and Comments: page4
5 OverallAmelia sperformanceexceedsexpectations. Ameliahasbeeninherpositionforalittleoverayear.Beforejoiningus,Ameliaworkedasareceptionist for2yearsinanotherdepartmentoncampus.shewasabletoadaptquicklytohernewwork environment.herpriorknowledgeoftheuniversityandherexperienceofworkinginanacademicunit andinteractingwithfacultyandstudentshavefurthereasedthetransition.initially,ameliadidnotknow anythingaboutthedepartment.bystudyingthedepartmentalwebpageandaskingquestionsshehas continuedtoaccumulateagoodgroundinginwhatwedoandhowthedepartmentoperates.inthe comingyearweexpecthertotakeonnewchallengesandhandleprojectsofevengreatercomplexity. Ameliaisaninvaluableadditiontothedepartmentandiswellrespectedbyourfaculty,staffand students. This is a position of special trust. For more information, please visit Evaluator Information Name Title Signature Date of Discussion of Appraisal with Employee Employee Information Name Title Signature Date of Discussion of Appraisal with Supervisor CHAIR/DIRECTOR REVIEW In the space below, please enter any comments on this evaluation (optional) Chair/Director Name Date Signature EMPLOYEE COMMENTS In the space below, please enter any comments on this evaluation (optional) page5
6 Employee Signature Date of Comments page6
Ratings Exceeds Expectations Meets Expectations Improvement Needed
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