Performance Management DEPARTMENT OF EDUCATION (ED) OFFICE OF MANAGEMENT (OM)

1. Performance Management DEPARTMENT OF EDUCATION (ED) OFFICE OF MANAGEMENT (OM) Human Capital and Client Services (HCCS) ED PERFORMANCE APPRAISAL SYSTEM (REsults ACHieved) REACH

2. Presentation Overview This presentation will provide you with the following information necessary to navigate performance management at ED: • Definitions of key performance terms • Steps to immediate preparation • A quick snapshot of the performance plan • REACH Timeframes • Reference Documents • Website Information • Using System Software • Program Contacts

3. Key Definitions • Education Department Performance Appraisal System (REACH) • ED's performance appraisal program provides for: • The establishment of standards and critical elements • Communication of elements and standards to employees • Evaluation of employees‘ performance • Appropriate use of appraisal information in making personnel decisions. • Performance Plan • The written critical performance elements and accompanying performance standards that set forth the expected performance of the employee. • Performance plans will include a clear and concise statement of employee responsibilities/expected results related to each critical element. • The standards will describe how performance for the responsibilities/expected results will be measured.

4. Key Definitions Critical Element A component of a position consisting of one or more duties and responsibilities which are of such importance that unacceptable performance on the element would result in an overall performance level of Unacceptable. Such elements are used only to measure performance at the individual level. Performance Standard A management-approved expression of performance threshold(s), requirement(s), or expectation(s) that must be met to be appraised at a particular level of performance. When this expression of performance is used in conjunction with the rating scale and achievement level descriptions, it constitutes a standard. Standards must be drafted to be compatible with the achievement level descriptions so the employee has adequate notice as to what constitutes "Acceptable" performance. When a specific measure is incorporated into a standard, it must conform to the measures in the Successful" achievement level description.

5. Immediate to do/know on REACH • In the next 2 - 3 weeks you should do the following: • Talk to your supervisor about establishing a performance plan • Work with your supervisor to establish performance standards • Review REACH online documents (see the next slide) • Enter your performance standards into the REACH online forms

6. Snapshot - Performance Plan These fields are required Creating Your FY13 REACH Plan in TMS Open the web page to ConnectED and click on the Talent Management System (TMS) icon tab at the top of the web page.   On the TMS web page in User Access click on hyperlink: Log into TMS as a User.   On the TMS sign-in web page type in your User ID and Password as follows: FIRST.LASTNAME@ED.GOVmust be all capital letters. Any problems, call REACH Helpdesk at (202) 708-6032. Click: The Elements button to start new REACH plan or make changes to existing plan. In My Elements Workspace page listed under Elemenent Links click: Create Plan In Create Plan click the dropdown menuonSelect a Typeand click: Performance. Plan Title type – FY13 Performance Plan (Last Name). In Standard – Your choice of description or type: REACH Performance Plan. In Plan Period click the dropdown menuonPlease Select One and click – Fiscal Year 2013 (10/1/2012 to 9/30/13). Under Plan Period click: Save and Add Element. In the Critical Element and Standard open field areas, you can type in your information or cut and paste text from an electronic source. If Weights are entered type only the number, do not type the percentage sign (%). Note* Character limitation - Critical Element = 666; Standards =2000. Click on the calendar and select September 30, 2013 ( date is required). Under Target Date for Section – Click: All Elementsand then click Save and Close at the bottom of page.This will take you to My Elements Workspace. Under Element Links click Add Element and repeat steps #11 - #15 to add all critical elements and standards.  Final step, click Submit for Approval button. To print a copy of your plan click Print Plan.

7. Snapshot - Performance Plan

8. REACH Timeframes • Appraisal Period • October 1 – September 30 • Within 30 calendar days you must enter your performance plan into REACH. • A progress review will be given by your supervisor at the midpoint of your appraisal period. • At the end of the appraisal period you will receive a final • rating of record, provided a REACH plan has been in effect for 120 days prior to the end of the appraisal period. • If you do not have a signed performance plan by June 3rd, your appraisal period will be extended past September 30, until you meet the required 120 days.

9. Guidance on REACH • For information on Performance Management please reference these documents. • 1. ED Personnel Manual Instruction (PMI): • (URL) http://wdcrobiis08/doc_img/pmi_430-2.doc • Performance expectations, Responsibilities of REACH participants, Further detail on each REACH • 2. Collective Bargaining Agreement (Article 23), (URL) http://connected.ed.gov/document_handler.cfm?id=1305 Agreement between the U.S. Department of Education and the National Council of Department of Education Locals Council 252 American Federation of Government Employees • 3. OPM Performance Management Guidance (URL) http://www.opm.gov/perform/index.asp

10. REACH Intranet Site on ConnectED • To access the REACH intranet website: • Go to ConnectED on the intranet website. Click on the Talent Management System (TMS) icon tab at the top of the web page. • On the TMS web page find the box that says User Access and click on hyperlink: Log into TMS as a User. • Click on the REACH icon tab and you will find a wealth of information on the Department's Performance Appraisal System.

11. REACH & TMS SOFTWARE Double click on document to open and view instructions. You can find this and much more on the REACH webpage.

12. Contact – REACH Performance Management Branch: Branch Chief: Stacey O’Hara 202-708-5950 Office: LBJ-2E233 Interoffice: LBJ-2E255 REACH Support: Dorothy Titus 202-708-5954 Cubicle: LBJ-2E246 REACH Support: Darryl Rines 202-260-3907 Cubicle: LBJ-2E244