AD HOC COMMITTEE TO REVIEW

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AD HOC COMMITTEE TO REVIEW Powered By Docstoc
					                                         University of California
Performance Management for Managers and Senior Professionals & Professional Staff
                            (Manager/Supervisor)
  Employee’s                                          Employee’s
  Name:                                               Office:

  Performance                                         Time in
  Year:                                               Position:


1. SELF-ASSESSMENT OF TOP GOALS AND ACCOMPLISHMENTS: Each employee will prepare a self-
   assessment regarding the top 3 or 4 value added accomplishments and contributions over this review
   period (e.g., goals accomplished, problems solved, value added program changes).

  Goals and accomplishments:




2. LEADERSHIP COMPETENCY AND ACHIEVEMENT: Assess the employee’s accomplishments and
   contributions as they relate to the following competencies.

  1. Accountability and Governance -- Demonstrates execution of goals and objectives that support the
     overall success of the strategic objectives of the department, division or section locally and/or System-
     wide. These goals and objectives will include compliance with applicable regulatory and University
     requirements. Adheres to University principles of transparency and openness in working with all
     constituents.

         Exceptional Performance                            Improvement Needed Performance
         Above Expectations Performance                     Unsatisfactory Performance
         Performance Meets Expectations


 2. Productivity/Performance -- Reflects the accuracy, volume, and timely manner in which work is
    performed based on department goals and objectives; ability to determine priorities and maximize
    efficiency.
     Accuracy: Produces work that is error free or minimizes errors to an identified acceptable level.

         Exceptional Performance                            Improvement Needed Performance
         Above Expectations Performance                     Unsatisfactory Performance
         Performance Meets Expectations

     Volume: Produces the designed amount of work based on department priorities.
         Exceptional Performance                            Improvement Needed Performance
         Above Expectations Performance                     Unsatisfactory Performance
         Performance Meets Expectations
   Timeliness: Produces work that meets identified deadlines.
      Exceptional Performance                            Improvement Needed Performance
      Above Expectations Performance                     Unsatisfactory Performance
      Performance Meets Expectations

   Self-Management: Sets own priorities, completes work on schedule and utilizes resources available to
   maximize efficiency.
      Exceptional Performance                            Improvement Needed Performance
      Above Expectations Performance                     Unsatisfactory Performance
      Performance Meets Expectations

   Problem Solving: Identifies problems and involves others in seeking solutions; conducts appropriate
   analyses to search for best solutions; responds quickly to new challenges.
      Exceptional Performance                            Improvement Needed Performance
      Above Expectations Performance                     Unsatisfactory Performance
      Performance Meets Expectations

   Decision making/Judgment: Makes clear, consistent, transparent decisions; acts with integrity in all
   decision making; bases decisions and actions on sound reasoning with careful consideration given to
   outcomes in support of organizational goals and priorities.
      Exceptional Performance                            Improvement Needed Performance
      Above Expectations Performance                     Unsatisfactory Performance
      Performance Meets Expectations

   Professional/Technical Knowledge: Possesses knowledge of the relevant professional/technical field
   and applies it to job responsibilities; seeks new technical/professional knowledge to remain current on
   professional/technical developments in relevant areas of expertise.

      Exceptional Performance                            Improvement Needed Performance
      Above Expectations Performance                     Unsatisfactory Performance
      Performance Meets Expectations

3. Collaboration and Communication -- Demonstrates a proactive approach to establishing effective
   relationships with key internal and external constituencies including other managers, employees and
   customers; understands the diverse needs and agendas of various stakeholder groups; creates and
   fosters an environment that ensures collegiality and information sharing while recognizing the need for
   timely decision making. Effectively communicates with constituencies including other managers,
   employees and customers.

      Exceptional Performance                            Improvement Needed Performance
      Above Expectations Performance                     Unsatisfactory Performance
      Performance Meets Expectations
4. Leadership -- Provides an environment of individual growth and career development, recognizing and
   utilizing the skills of others through clear, specific and timely performance feedback; recruits, mentors
   and retains talented supervisors and employees; provides effective coaching, delegates effectively and
   rewards superior performance.

       Exceptional Performance                             Improvement Needed Performance
       Above Expectations Performance                      Unsatisfactory Performance
       Performance Meets Expectations

5. Innovation, Creativity and Change -- Inspires and develops creative and innovative approaches to
   addressing challenges and problems. Seeks to determine whether programs and activities add value to
   the work of the department, division or section locally and/or System-wide. Supports change initiatives
   by defining measurable outcomes, energizing others at all levels and ensuring continuing commitment
   when faced with new initiatives; confronts and works through concerns of various stakeholders.

       Exceptional Performance                             Improvement Needed Performance
       Above Expectations Performance                      Unsatisfactory Performance
       Performance Meets Expectations
6. Resource Management and Financial Budget -- Develops goals and objectives to achieve accountability
   and efficient stewardship of University resources (operational, financial, and human), in a manner
   consistent with System-wide objectives and initiatives.

       Exceptional Performance                             Improvement Needed Performance
       Above Expectations Performance                      Unsatisfactory Performance
       Performance Meets Expectations
7. Diversity -- Demonstrates an active and engaged commitment to diversity. Works to establish a climate
   that welcomes, celebrates and promotes respect for diversity of race, color, national origin, religion, sex,
   gender identity, pregnancy, physical or mental disability, medical condition, ancestry, marital status, age,
   sexual orientation, citizenship, or status as a covered veteran in the University. Ensures equal
   opportunity in search and recruitment processes by ensuring diverse representation on search
   committees, supplemental outreach efforts, etc. Promotes equity in advancements by describing review
   process for new staff and administrators, encouraging participation in career advising or mentoring
   programs, etc.

       Exceptional Performance                             Improvement Needed Performance
       Above Expectations Performance                      Unsatisfactory Performance
       Performance Meets Expectations

8. Client Service -- Identifies client/customer needs and confirms expectations prior to beginning work;
   communicates service objectives and establishes ongoing communications processes that are both
   proactive and responsive; resolves service problems promptly and professionally; seeks an
   assessment of performance upon conclusion of the engagement; develops relationships that are built
   on confidence and trust.

       Exceptional Performance                             Improvement Needed Performance
       Above Expectations Performance                      Unsatisfactory Performance
       Performance Meets Expectations
  9. Health and Safety -- Understands that safety and environmental issues are essential elements of
     ensuring the continued success of UC and its employees. Maintains a safe, healthy and environmentally
     sound workplace.

         Exceptional Performance                            Improvement Needed Performance
         Above Expectations Performance                     Unsatisfactory Performance
         Performance Meets Expectations

  10. Principles of Community -- Fosters a positive working and learning environment by maintaining a
      climate of collaboration, fairness, cooperation, and professionalism. Practices and integrates these basic
      principles in all interactions.

         Exceptional Performance                            Improvement Needed Performance
         Above Expectations Performance                     Unsatisfactory Performance
         Performance Meets Expectations
  11. Performance Management -- Identifies essential job functions, develops realistic and appropriate
      standards, gives and receives feedback, writes and communicates constructive performance appraisals,
      initiates corrective action as needed, and plans development opportunities to sustain and improve
      employee work performance.

         Exceptional Performance                            Improvement Needed Performance
         Above Expectations Performance                     Unsatisfactory Performance
         Performance Meets Expectations

  Comments on performance:




Overall Appraisal Rating:

                  Exceptional Performance - is significant overachievement of expectations.

                  Above Expectations Performance - is often beyond expectations.

                  Performance Meets Expectations - consistently fulfills expectations.
                  Improvement Needed Performance - is inconsistent performance, with expectations only
                  partially achieved. Deficiencies should be addressed in the performance appraisal.
                  Unsatisfactory Performance - is the failure to achieve the majority of expectations.
                  Deficiencies should be specifically addressed in the performance appraisal.



3. FUTURE GOALS: Identify goals for the upcoming review period.

  Next year’s goals:




  Development goal: Each employee should have one major development goal. A good development goal is
  reasonable given employee workload and includes specific activities and dates.




Reviewer:                                               Employee:


______________________________________                  ____________________________________
Name and Date                                           Name and Date


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