Tips for Employees on Preparing Self- Evaluations

1. Tips for Employees on Preparing Self- Evaluations

2. Today’s Objectives • Understand why appraisals are important • Describe System improvements • Learn the steps to write a quality self-evaluation • Gathering Information • Writing the review • Preparing for the performance appraisal meeting • Timeline • Available resources

3. Benefits of Performance Appraisals • Employees know what is expected of them • Open discussion promotes two-way communication • Your input ensures all aspects of your performance are considered • This is your chance to highlight your skills and career aspirations

4. System Improvements • Fewer steps • Responsibilities and Expected Results from prior year can transfer to new review • Goals and Training pages are condensed • You sign your review after discussion with your supervisor- no more volleying the review back and forth! • System response speed is improved • Revised PAT Guides • Instructions describe 4,000 character limit per box

5. Preparing to Write the Appraisal • Include the entire time frame (1/1/2012-12/31/2012) • Keep records of performance • Create a mail folder for yourself • Save notes from calendars, emails, training records, etc. • Ask others for input/feedback throughout the year. Learn from it, act on it, and save it. • Keep your eye on your goals throughout the year. Note your progress.

6. Invest in Yourself • Set aside time to consider your performance • Work on your evaluation in chunks of time • Gather your information • Reflect on themes/messages you want to convey • Categorize results- don’t recite every activity • Include specific, descriptive examples • Suggest ideas for career development

7. Writing the Review • Focus on each section • Describe what you achieved and how you did it • Provide specific examples and tell your story • Who, what, why, when, where and how (as appropriate) • Demonstrate how your activities connect to your responsibilities • Suggest improvements for next year • Don’t forget to pat yourself on the back!

8. Writing the Review- Continued • Be honest in scoring • Use the scoring reminders in the system to determine your score • Remember that you may shine in one area and may need improvements in another • Put the information you gathered throughout the appraisal- don’t start with a bang and leave some areas with limited comments • Read it OUT LOUD to your self

9. Setting Goals • Be SMART! • Specific • Measurable • Achievable • Realistic • Timely

10. Let’s Practice! • Let’s review a few examples and practice how we’d rewrite them based on what you just learned

11. I am responsible for: • Screen telephone calls and respond to and refer inquiries as appropriate. • Plan, prioritize and schedule meetings for faculty • Compose and/or prepare correspondence for publications for faculty • Process and submit reimbursements.  • Scheduling faculty travel to professional meetings. • Establish / maintain file system. • Pull patient reports as needed to support collaborative research for division faculty. • Work with GME coordinator to develop program materials, faculty interview schedules and other processes. • Assist with University and UMPhysicians requirements for faculty including REPA annual reporting, performance appraisals, UMPhysicians on-line training, orientations, etc. • Provide support for faculty CVs and promotion and tenure dossiers. • Work as a team member with LMP's Chairman's office and the ALRT Administrative Center staff.

12. I am responsible for: Communications: Manage phone, written and electronic media Financial: Process and submit reimbursements for department faculty and staff. Scheduling & event coordination: Plan, prioritize and schedule meetings and travel and associated tasks. Organization: Establish / maintain file system and supplies Academic/Clinical Support Provide administrative support to faculty and staff members. Coordinate faculty/resident rotation for onsite and remote locations

13. Performance Categories Comments: 3 Comments: I perform to the best of my ability Assessment of job knowledgeEmployee Self Rating: 3

14. Things NOT to Put In Review • Events that are not related to work • References to leave of absence • Events that occurred not related to how you performed ( the office reorganized, etc.).

15. Preparing for the Appraisal meeting • Your preparation will pay off • Easier when you have input to share • Be open to criticism, but remember the overall goal is to help you improve • Have ideas of how your supervisor can help you where needed • Relax- This is a two-way discussion

16. GENERAL Timeline • Employees complete self-evaluations in January 2013 • Supervisors complete their portion in January-February 2013 • HR reviews appraisals for quality & consistency • Performance appraisal meetings held in March • All appraisals must be complete by March, 2013 • Watch for specific timelines or directions from your HR representative or your supervisor

17. Resources Available • PAT Employee Guide • Describes each page of the appraisal • Describes each step you are to complete • Shows you example of the pages • Look at last year’s appraisal • Your Supervisor • Your HR Department

18. Wrap up • Questions? • Thanks for your participation! • Contact your HR representative with any questions • List of HR contacts available at • http://www.health.umn.edu/facultystaff/hr/performance/