SOCIETY OF ST. VINCENT DE PAUL OF VANCOUVER ISLAND EMPLOYEE PERFORMANCE REVIEW
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1 SOCIETY OF ST. VINCENT DE PAUL OF VANCOUVER ISLAND EMPLOYEE PERFORMANCE REVIEW NAME: PROGRAM: POSITION: REVIEW PERIOD: Introduction As part of the annual employee performance evaluation and review process, St. Vincent de Paul managers complete a performance evaluation for each employee who report to them. If an employee has reported to more than one manager during the review cycle, the employee can expect a separate performance appraisal from each manager to whom the employee reported for more than three months. St. Vincent de Paul values its employees and considers the annual job performance review by their managers as one of the most important opportunities during the course of the year for the employee and the manager to discuss areas of mutual interest and concern. The purpose of the performance evaluation is to assist the employee and the manager in focusing on key job performance issues and to facilitate a constructive and objective discussion of accomplishment, as well as areas where improvement and further growth is needed. This employee review is given, along with a copy of the employee s most recent job description, to the employee a few days before the performance meeting with the manager. The employee is asked to review their job description and fill in a self appraisal to the best of their ability. In addition, the employee is asked to write down some of their accomplishments and areas they would like to improve on during the next year. At the same time the manager will complete the employee evaluation (using the format below), leaving section (5) blank (to be filled out at the meeting with the employee). This review form is structured so that a manager first considers the employee s (1) skills and qualities. If the employee is a manager, an additional section is provided to evaluate particular (2) managerial skills. The next section addresses the employee s (3) major accomplishments during the review period and then formulates comments and possible (4) areas for improvement concerning the job performance. At the end of each section, the manager assigns an overall performance rating, which is determined by the total overall performance as it relates to the essential elements of the particular job. At the end of the review form the manager formulates (5) goals and objectives for the next review period which is augmented or changed during the mutual discussion between manager and employee. Definitions Rating Exceeds Marginally Meets Description Consistently outstanding work Frequently but not always exceeds most Satisfactory work Often does not achieve expected work results job Passed by Board: September 18,
2 (1) Detailed Performance Evaluation (for all employees) A. Job Knowledge Understands job-related procedures, methods, equipment and scope of responsibility. Review of the employees current job description should be included and attached. Exceeds B. Commitment, Reliability, and Execution to Deadlines Is consistent and dependable. This may include punctuality and attendance. Exceeds C. Personal Productivity and Efficiency Completes acceptable work amounts within appropriate time limits. Adjusts speed and assigns priorities to meet peak loads. Uses time and material resources efficiently. Exceeds D. Quality, Accuracy and Thoroughness of Work Output Completes work thoroughly and according to expected quality with minimum errors. Exceeds E. Planning and Organizing Sets direction, goals, objectives, and prioritizes tasks and projects. Exceeds F. Initiative Initiates activities without being told to do so, requires minimal supervision, completes tasks without follow-up, and seeks out new tasks when work is completed. Exceeds G. Teamwork Cooperation with others and contributions to team efforts. Committed to the team s continued success. Exceeds H. Communication Skills Communication skills include written and oral expression and the way the employee puts forth ideas and provides information to others. Exceeds Total overall performance as it relates to the essential job elements in this section 1. (Choose one only) Exceeds Passed by Board: September 18,
3 Passed by Board: September 18,
4 (2) Management Performance Evaluation Complete the following section ONLY if budgetary or supervisory responsibilities are required. A. Leadership Is decisive, takes charge, influences and encourages others, builds a supportive team and is a good role model. Effectively motivates employees to meet or exceed work goals. Establishes trust. Exceeds B. Administrative Skills Understands and executes company policies, rules, regulations and work practices effectively and efficiently; completes company documentation, reports or records. Exceeds C. Budget and Cost Control (if part of the position) Accurately forecasts and maintains budgetary projections. Controls operating costs by monitoring expenses and by effectively utilizing staff, materials, and equipment. Exceeds D. Employee Staffing, Involvement, Morale and Retention Effectively evaluates skills, knowledge, aptitudes, and interests of employees who work with the person being evaluted. Listens carefully, provides feedback, and takes appropriate corrective action, if warranted. Succeeds in hiring successful employees. Exceeds E. Commitment to Mission: Demonstrates in daily actions, thinking and decisions, a commitment to our basic values and guiding principles. Recognizes, respects, communicates and proactively supports mission. Exceeds F. Customer/Client/Participant Service Focus(Internal & External): Represents, understands and anticipates customer/client/tenant needs, resolves concerns in a timely manner and maintains a service orientation. Solicits feedback, and uses to improve service and satisfaction. Exceeds Total overall performance as it relates to the essential job elements in this section 1. (Choose one only) Exceeds Passed by Board: September 18,
5 (3) Major Accomplishments and Strengths (4) Areas for Improvement (5) Goals and Objectives Performance planning through goals and objectives focuses on actions and activities to promote, improve and enhance performance. The plan should support strategic initiatives and is developed jointly by the supervisor and employee. The performance plan may include development activities such as training, coaching, research, job expansion, special projects, personal development and/or new initiatives. The performance plan should be monitored with a scheduled interim review. The plan should meet SMART criteria. S M A R T Specific Measurable Achievable Relevant Time centre PERFORMANCE PLAN Passed by Board: September 18,
6 GOALS AND OBJECTIVES These relate to behaviour, skills, knowledge, attitudes, values, conditions, status and other measures. 1. INTERIM REVIEW TARGET DATE Overall Performance Taken as a whole, rate the overall performance. BHR060A Exceeds 7. Employee Comments 8. Supervisor Comments Passed by Board: September 18,
7 By signing below, I acknowledge that I have received this review by my supervisor or manager, as authorized by the Society. My signature does not mean that I necessarily agree wit this evaluation, only that I have received it. I understand that I may answer all or any part of this evaluation, and that such answer will be attached to this review. Employee Signature Date Print Name Next Level Manager Read by Executive Director or H/R Chairperson Date: Date: Passed by Board: September 18,
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