PERFORMANCE MANAGEMENT LEAD Valuing Individual Performance VIP Learning

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PERFORMANCE MANAGEMENT LEAD Valuing Individual Performance (VIP)

PERFORMANCE MANAGEMENT LEAD Valuing Individual Performance (VIP)

Learning Objectives 2 Understand the purpose and objectives of the state’s performance management system.

Learning Objectives 2 Understand the purpose and objectives of the state’s performance management system. Know how to write SMART Goals. Know the timeline and stages of the performance management system. Be able to give performance feedback using the STAR method.

Purpose 3 Valuing Individual Performance (VIP), the statewide performance management system is designed to

Purpose 3 Valuing Individual Performance (VIP), the statewide performance management system is designed to enable employees to develop and enhance individual performance, while contributing to the achievement of organizational mission, goals, and business objectives.

VIP Objectives 4 Facilitate effective communication Clarify performance expectations Connect individual work to UNCC

VIP Objectives 4 Facilitate effective communication Clarify performance expectations Connect individual work to UNCC mission Ensure employees provide input and receive performance feedback continually Identify and implement opportunities for employee development and discussion of career objectives Provide policy consistency

5 Timeline: March 1 – February 28 Ongoing Feedback Work Plan Preparation Employee Performing

5 Timeline: March 1 – February 28 Ongoing Feedback Work Plan Preparation Employee Performing Interim Review Within first 30 days in the job Mar Apr May Performance Review Preparation Jul Aug Sep Oct Nov Dec Jan Feb

3 Stages of the VIP Process 6 Plan • 3 -5 SMART Goals to

3 Stages of the VIP Process 6 Plan • 3 -5 SMART Goals to consistently meet and occasionally exceed the defined job expectations and measurements • Balanced Feedbac • 2 -way • Dynamic k • Quantitative • Qualitative Evaluate • Documented

7 Work Plan Stage 1

7 Work Plan Stage 1

8 Work Plan Components in Niner. Talent

8 Work Plan Components in Niner. Talent

Plan: SMART Goals in 3 Areas 9 2. Behaviors 1. Performance 3. Career Development

Plan: SMART Goals in 3 Areas 9 2. Behaviors 1. Performance 3. Career Development

Progress Notes 10 Enable you and employees to keep track of ongoing feedback.

Progress Notes 10 Enable you and employees to keep track of ongoing feedback.

History 11 Enables you and employees to see who has done what, and when.

History 11 Enables you and employees to see who has done what, and when.

3 -5 SMART Goals S Specific action and expectation M Measurable result A Agreed-Upon

3 -5 SMART Goals S Specific action and expectation M Measurable result A Agreed-Upon R Relevancy to the organization T Time-bound for completion

13 Preparation for SMART Goal Setting A Who Employee and Manager S What Action

13 Preparation for SMART Goal Setting A Who Employee and Manager S What Action must be done? M When Frequency of measure T When Due/Demonstrated Where Niner Talent R Why Does it matters to UNCC? S How Well must it be done?

Why Relevance Matters 14 Employees who have a sense of meaningfulness and of progress

Why Relevance Matters 14 Employees who have a sense of meaningfulness and of progress are: ü more engaged, ü perform well, and are ü more intrinsically motivated. Hyperlink to TED Talk with Barry Schwartz on Why We Work

Relevance at UNC Charlotte 15 Dept. Mission Divisio n Goals UNCC Strategic Plan

Relevance at UNC Charlotte 15 Dept. Mission Divisio n Goals UNCC Strategic Plan

UNC Charlotte Strategic Plan 16 Institutional Plan

UNC Charlotte Strategic Plan 16 Institutional Plan

Guided Practice 17 Write a SMART Goal using the following: Administrative Support Assistant Class

Guided Practice 17 Write a SMART Goal using the following: Administrative Support Assistant Class Spec UNC Charlotte Institutional Plan SMART Goal Setting Worksheet The duty in question: Answer students questions

SMART Goal Example 18 Contribute to “enhancing the quality of campus life and the

SMART Goal Example 18 Contribute to “enhancing the quality of campus life and the collegiate experience for students, and helping the university achieve 32. 2% enrollment growth by 2018” daily in the following ways: Demonstrate friendliness by greeting students with a smile and eye contact as soon as they arrive. Accurately identify/recognize and provide answers to student’s questions/problems. Provide customer service by effectively communicating standard services, processes, and procedures using prescribed or established guidelines. When non-standard questions/problems arise, direct students to the appropriate source for problem resolution by seeking information or advice from higher levels. Share as much information with the student as possible to resolve their issue. [For example, make calls or look up information on the web to find the answer; write down the name and number of the person/department that can help, and give it to the student along with a campus map/directions. ] Always ask, “Is there anything else I can assist you with today? ” Performance will be measured by periodic observation.

Table Group Practice 19 Scenario: Your ASA says he wants to gain stronger program

Table Group Practice 19 Scenario: Your ASA says he wants to gain stronger program knowledge because his ultimate career ambition is to be the Dean of Students. Using the tools below, work together as a table group to write a SMART Goal for developing his program knowledge: � ASA Class Spec � SMART Goals Setting Worksheet

20 Feedback Stage 2

20 Feedback Stage 2

21 Evaluation Components in Niner. Talent

21 Evaluation Components in Niner. Talent

Feedback Myth Buster 22

Feedback Myth Buster 22

Balanced 23 Positive S/T – situation or task A – action taken R –

Balanced 23 Positive S/T – situation or task A – action taken R – result Opportunity for Improvement S/T – situation or task A – action taken R - result AA – alternative action AR – alternative result

Guided Practice 24

Guided Practice 24

Table Group Practice 25 STAR: Your ASA recently went above and beyond your expectations

Table Group Practice 25 STAR: Your ASA recently went above and beyond your expectations to track down the answer to an unusually complicated question for a student. You noticed that he followed up with the student to share the answer later that same day. And, he took the initiative to send an email to the rest of your team to share what he’d learned. STAR-AR: Your ASA is not consistently meeting your expectations. You have observed on several occasions that he is on his smart phone when students approach him with questions.

Two-Way 26 Start Stop Continue Observable Behavior Expectations Competency Systems Motivation Culture Resources Processes

Two-Way 26 Start Stop Continue Observable Behavior Expectations Competency Systems Motivation Culture Resources Processes

Dynamic 27 What happens to the Work Plan when team member(s): � Are out

Dynamic 27 What happens to the Work Plan when team member(s): � Are out on FMLA, � Leave the department, � Funding is cut, or � Organizational priorities shift?

28 Evaluation Stage 3

28 Evaluation Stage 3

29 How Will You Document Performance? Self-Assessment begins the Performance Evaluation 360° Feedback Observation

29 How Will You Document Performance? Self-Assessment begins the Performance Evaluation 360° Feedback Observation plan Niner. Talent PM Notes Performance measurement indicators/standards � Quantitative (measurable, objective) � Qualitative (descriptive, subjective, difficult to measure)

What’s Next for UNCC? 30 PM Cycle may change Rating scale will change New

What’s Next for UNCC? 30 PM Cycle may change Rating scale will change New Statewide goals New University goals Individual Goals Interim Review required New Employees evaluated every 90 days