Performance Appraisal/Feedback Process
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Presentation Transcript
Performance Appraisal/Feedback Process Wharton Human Resources
Wharton Committee • Dan Alig • Shanna Hocking • Colleen O’Neill • Jonathan Katzenbach • Peter Winicov • Kim Ridley • Amy Collins • Tammy Rawls • Emma Grigore • Jill Gran • Anna Loh Wharton Human Resources
Participants in the pilot program • Wharton • ULAR • Business Services • Exec Dir BSD Finance • SAS • Linguistic Data Consortium (LDC) • SAS Facilities • SAS computing • SAS Human Resources • ELP • LPS • Department of Africana Studies • Center for Africana Studies • Chemistry • SAS Finance and Administration • Professional and Liberal Education Wharton Human Resources
Objectives • Introduce an easier way to facilitate feedback • Encourage more frequent and timely conversations • Create a collaborative process • Focus on the feedback and not the process Wharton Human Resources
Differences • Annual ReviewFeedback Sessions • Outdated Updated • Occurs at the end of the fiscal Occurs at the end of the quarter • year • Focus on the past and tasks Focus on the future • Supervisor driven Equal partners • Focuses on process Focuses on feedback • Establishes development opportunities Develops development opportunities • once a year four times a year • Time consuming Easier • Supervisor “rates” the employee No ratings Wharton Human Resources
Process • End of each quarter employee and supervisor will receive an email directing them to answer questions in an automated system.* • Employee or supervisor will schedule a feedback meeting. • Discuss answers. • In Q4, supervisor will set goals for upcoming fiscal year. • HR will be able to see who is participating. • *until the process is automated, we will use a paper form sent • via email. Wharton Human Resources
Questions • What were the accomplishments this quarter? • What were the challenges faced this quarter? • What development opportunities should we focus on going forward? • What can my supervisor do to support me in my role? Wharton Human Resources
AccomplishmentsExamples • Goals progress • Projects • Innovations • Initiative • Improved efficiencies Wharton Human Resources
ChallengesExamples • Missed deadlines • Lack of communication/understanding • Failure to prioritize • Lack of training • Failure to follow-up Name of Initiative
Development OpportunitiesExamples • More frequent performance discussions • Skills or competencies training • Mentor • Career coach • Conference • Projects • Additional responsibilities Name of Initiative
4th Quarter • Answer four questions and recap the year • Set annual goals for following year • Merit increases are assigned Wharton Human Resources
Whatto Avoid • Not doing it • Copying and pasting the last quarters’ feedback • Skipping the discussion • Ignoring a question Wharton Human Resources
What we don’t know • When the process will be automated. • If “no ratings” will be accepted when program goes live next year. • If the questions will be changed. Wharton Human Resources
What we do know • This is a pilot. • We need your feedback. • This process moves us into the 21st century. Wharton Human Resources