Human Resources Performance Evaluation Project UCAR Management Forum

Human Resources Performance Evaluation Project UCAR Management Forum January 18, 2018 Performance Evaluation Project

Performance Evaluation Project 2

Executive Summary The current system does not align with the needs of a modern and diverse scientific organization. This is not only a widely held view within UCAR/NCAR, but has been referenced as an area for improvement within the SVT and within the UCAR Workplace Culture Survey. We will implement a consistent and improved system to our early adopters by March 2018. This system will be used for their Performance Evaluation moving forward. Successive rollouts to occur across the organization. Performance Evaluation Project 3

What we’ve done • Formed a core project team & developed a charter • Identified key stakeholders needing to be engaged • Scoped the 6 components of new system – – – Goal setting Competencies Career development Rating scale Linkage to performance-based compensation Performance feedback • Drafted an initial early-adopter implementation plan • Began gathering input from stakeholders & early adopters and looking at best practices for our solution design Performance Evaluation Project 4

Early - Adoption by group Component Goal Setting Competencies Career Development Rating Scale Performance Feedback Performance based Compensation Human Resources x x x President’s Office x x x NCAR Associate Directors x x x UCP Boulder-based Supervisors + UNIDATA x x x NCAR Directorate x x x Communications x x x F&A CON & IT x x x Group GOAL: Performance Evaluation implemented to Early Adopter group of ~140 staff by March 2018 Performance Evaluation Project 5

High Level Plan November ’ 17 W 1 W 2 W 3 Charter Plan Business Reengineering Define team December ‘ 17 W 4 W 1 W 2 W 3 Refine implementation approach: Pilot / Phased / Full Initial team meetings Schedule stakeholders Input Lameece Erwin Define information requirements January ‘ 18 W 4 W 1 W 2 W 3 Neil Barker Lameece Erwin W 4 W 1 W 2 W 3 W 4 March ‘ 18 W 1 W 2 W 3 W 4 Conduct Readiness Assessment Design survey & consistent information capture Stakeholder Outreach & Needs Assessment Requirements Gathering (including Current State) Group & committee meetings Individual meetings Surveys Solution Development February ‘ 18 ID volunteer early adopters Kaizen Workshop Draft future state design requirements & options PE Philosophy Vet future state design options, select future state Scope Initial rollout Develop product Technical Assessment Technology assessment Jeff Alipit Training Conduct Training Needs & Readiness Assessment L&D Manager Change Management TBD Communications Rachael Drummond Develop plan for Change Management Develop training Conduct training: In person + self serve content Change Management Plan Developed Develop plan for Communications Performance Evaluation Project 6

Our approach to gathering input Facilitated, open-ended dialogues around each component (ongoing). 1. What do we want to preserve out of the current? 2. What are we looking for in the future? What changes would be necessary to accomplish this? Structured information gathering via questionnaire • To be deployed in January – Mix of qualitative and quantitative, informing both baseline and future state design GOAL: All interested staff have opportunity to provide input during this phase Performance Evaluation Project 7

What we want from you Provide your input on how we can improve (and encourage your staff to do the same) • Questionnaire via Google Forms (next week) • All Staff Information Sessions (sign up via Connect) – – Mesa Lab: January 29, 1 -3 pm, ML- 239: Damon Room Mesa Lab: January 30, 3 -5 pm, ML-239: Damon Room FL 2: January 31, 10 -12 pm, FL 2 -1001: Small Seminar Room FL 2: February 1, 10 -12 pm, FL 2 -1001: Small Seminar Room Performance Evaluation Project 8