ADAMS STATE UNIVERSITY Performance Evaluation Process Performance Evaluation
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1 ADAMS STATE UNIVERSITY Performance Evaluation Process Performance Evaluation (For performance planning, performance progress reviews and final performance evaluations) I. Identification Section: Employee Name: ID#: Position No.: Evaluation Period (4/1/12 3/31/13): Reason for Evaluation (Select One): Annual Mid Year Change Supv. Promotion Transfer Classification: Department: II. Agenda: Performance Planning (for next evaluation year) to be done with employee: Review and discuss departmental mission and goals Identify and review core competency areas that will be measured and indicate their relative importance for this position Identify and review Performance Objectives (IPOs) Supervisor Signature: Employee Signature: Performance Progress Review (midyear review) - to be done with employee: Review and discuss progress toward any IPOs Review and discuss employee's self-review worksheet Review and discuss performance along competency areas, including behavior indicators Supervisor Signature: Employee Signature: III. Capsule Job Description: (from Item II, Page 1 of PDQ)
2 IV. Uniform Core Competencies: NI=Needs Improvement, ME=Meets Expectations, EE=Exceeds Expectations; Refer to the Key to Rating Levels). Weight must total 100%, including weights for individual evaluation factors. Utilize your "Important Events Journal" regarding employee's performance. (Attach separate pages, as needed.) Weight (e.g. 10%) Factor NI ME EE COMMUNICATION: The degree to which the employee effectively communicates by actively listening and sharing relevant information with co-workers, supervisors and customers so as to anticipate problems and ensure the effectiveness of the department and Adams State College. INTERPERSONAL SKILLS: The degree to which the employee interacts effectively with others to establish and maintain smooth working relations. CUSTOMER SERVICE: The degree to which the employee works effectively with internal/external customers to satisfy service expectations. ACCOUNTABILITY: The degree to which an employee's work behaviors demonstrate responsible personal and professional conduct, which contributes to the overall goals and objectives of the department and Adams State College.
3 Weight (e.g. 10%) Factor NI ME EE JOB KNOWLEDGE: The degree to which the employee is skilled in job-specific knowledge which is necessary to provide the appropriate quantity and quality of work in a timely and efficient manner. SUPERVISION: (For those employees who supervise one or more employees, whether college employee or student) The degree to which employee/supervisor provides supervision, feedback and training for employees; resolves routine personnel issues or problems; utilizes employee's skills and abilities; and provides timely performance plans and evaluations in accordance with established timelines. V. Performance Objectives (IPOs): Use goals/objectives for the evaluation period which were previously agreed upon by employee and supervisor. (NI=Needs improvement, ME=Meets Expectations, EE=Exceeds Expectations; Refer to the Key to Rating Levels). Weight must total 100%, including Standard Evaluation Factors. NOTE: Factors should not make up more than 25% of the total weight in an employee's review. Utilize the "Important Events Journal", include comments as to why employee did, or did not, achieve goals, if appropriate. (Attach separate pages, as needed) Weight Goals/Objectives NI ME EE
4 Key to Rating Level: Needs Improvement (Level 1): This rating encompasses those employees whose performance does not consistently and independently meet expectations set forth in the performance plan as well as those employees whose performance is clearly unsatisfactory and consistently fails to meet requirements and expectations. Marginal performance requires substantial monitoring and close supervision to ensure progression toward a level of performance that meets expectations. Although these employees are not currently meeting expectations, they may be progressing satisfactorily toward a level 2 rating and need coaching/direction in order to satisfy the core expectations of the position. Meets Expectations (Level 2): This rating level encompasses a range of expected performance. It includes those employees who are successfully developing in the job, employees who consistently exhibit competency in work behaviors, skills, and assignments, and accomplished performers who consistently exhibit the desired competencies effectively and independently. These employees are meeting all the expectations, standards, requirements, and objectives on their performance plan and, on occasion, exceed them. This is the employee who reliably performs the regular assignments and performance objectives that directly supports the mission of the organization. Exceeds Expectations (Level 3): This rating level represents consistently exceptional and documented performance or consistently superior achievement beyond the regular assignment. Employees make exceptional contribution(s) that have a significant and positive impact on the performance of the unit or the organization and may materially advance the mission of the organization. The employee provides a model for excellence and helps others to do their jobs better. Peers, immediate supervision, higher-level management and others can readily recognize such a level of performance. VI. Justification: (Required for an overall rating of Needs improvement or Exceeds Expectations, otherwise optional. Attach additional documentation as needed) VII. Employee
5 VIII. Quantification: (For ease in performing computations, write in the individual's rating next to the range of numbers for the appropriate ranking.) Item Weight ** Communication Interpersonal Skills Customer Service Accountability Job Knowledge Supervision (Where applicable) Performance Goal 1 Performance Goal 2 Performance Goal 3 Performance Goal 4 Performance Goal 5 TOTAL **Weight must total 100. Needs Improvement Range & Rating(Level 1) Meets Expectations Range & Rating (Level 2) Exceeds Expectations Range & Rating (Level 3) ( ) ( ) ( ) ***Multiply the weight by the numeric equivalent of the rating. Score *** CONVERSION OF NUMERIC SCORE TO DESCRIPTIVE RATING Exceeds Expectations (Level 3) Meets Expectations (Level 2) Needs Improvement (Level 1) IX. FINAL OVERALL RATING: (Select One) Needs Improvement (Level 1) Meets Expectations (Level 2) Exceeds Expectations (Level 3) Final Performance Evaluation (annual review) - to be done with employee: Review and discuss progress toward any IPOs Review and discuss employee's self-review worksheet Review and discuss performance along competency areas, including behavior indicators I,, Agree Disagree with my Performance Evaluation. (Employee s Signature) Supervisor s Signature: Reviewer's Signature: Reviewed by Director of Human Resources (Required for Rating of Needs improvement or Exceeds Expectations) HR Director s Signature: _
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