1. NACADA Annual Conference 2017, St. Louis, MO
Merging Core Values and Job Duties: The Gateway to Meaningful Advisor Performance Evaluation
Katie Lackey
Academic Advisor III
Julene Pugh
Human Resources
Dr. Ruthie Spiers
Director of University Advising
Dr. Beth Yarbrough
Director of Student Services
NACADA Annual Conference 2017, St. Louis, MO

2. Today’s Goals Review development of advising values
Relationship between values and functions
Evaluation Workbook
Rubric
Performance and Promotion

3. Auburn University Large university Decentralized advising
In the past, centralized promotion system
18 month project with a committee comprised of HR, Associate Deans, Director of Student Services and senior Academic Advisor

4. Brief History Past system lead to salary compression
Summer 2016 – salary alignment through HR pay evaluator system
This led to rewriting job descriptions and a complete revamp of job evaluation
Created core values for performance evaluation through merging HR evaluation rubric and NACADA core values
Developed specific performance evaluation workbook

5. Job Descriptions Main focus for new job descriptions was:
To accurately describe the job functions
To focus on difference in levels of advising
Immediate supervision versus minimal supervision (Professional impact)
Able to pinpoint three overarching job functions:
Advising
Record Management
Professional Impact

6. Job Descriptions

7. HOW of advising and not just the WHAT of advising

8. Core Values

9. Core Values Definitions
Accountability: Takes responsibility for accomplishing goals and achieving quality results. Follows through on commitments. Is always there in the clutch. Effectively manages time and resources in completing work. Sweats the details. Ensures that work is free from errors and takes action to correct problems.
Communication Skills: Clearly conveys information and ideas to individuals and groups through a variety of communication modes. Practices attentive and active listening, synthesizes information from multiple resources and uses it in appropriate contexts. Succeeds in understanding others, is open and skilled in using one's interpersonal style to meaningfully interact with others, including empathy, humility, and patience.
Initiative and Adaptability: Effectively adjusts to changes in work processes and environment and alters behavior to align with evolving situations. Recognizes and fosters the implementation and acceptance of constructive change within the workplace. Consistently demonstrates self-direction and initiative.
Inclusion: Makes people and their needs a primary focus of action; takes full responsibility for fostering productive people relationships. Demonstrates a commitment to inclusion, equity, and diversity in one's work. Collaborates with and involves others with divergent viewpoints, as well as diverse people and groups, contributing to an environment that is equitable, inclusive, respectful and cooperative.
Professional Integrity: Trusted, authentic, self-aware, above reproach. Operates by and adheres to the University's core values and holds other accountable for them. Interacts with others in a way that gives confidence in self and the organization. Acts in the University's best interests and puts that interest above personal gain or unit or office. Works with the limits of authority to achieve goals.

10. Auburn Core Values and NACADA Core Values Alignment
Accountabilty: NACADA core values 1 and 3
Communication Skills: NACADA core values 1,2,3,4,5,6
Initiative and Adaptability: NACADA core values 2,3,4,5,6
Inclusion: NACADA core values 1,2,4,5,6
Professional Integrity: NACADA core values 2,3,4
NACADA Core Values
Core Value 1: Advisors are responsible to the individuals they advise.
Core Value 2: Advisors are responsible for involving others, when appropriate, in the advising process.
Core Value 3: Advisors are responsible to their institutions
Core Value 4: Advisors are responsible to higher education in general.
Core Value 5: Advisors are responsible to their educational community.
Core Value 6: Advisors are responsible for their professional practices and for themselves personally.

11. Rubric example (Accountability)
Supervisor Handbook

12. Rubric example (Accountability of Advising)
Supervisor Handbook

13. Rubric example (Accountability of Records Management)
Supervisor Handbook

14. Rubric example (Accountability of Professional Impact)

15. Evaluation Workbook Job Functions Advising Records Management
Professional Impact

16. Evaluation Workbook
Job Duties (Job description)

17. Evaluation Workbook - Ratings

18. Training
Vital that supervisors, advisors and HR liasion were trained on new evaluation system
Norming process
Must keep a level playing field to avoid jumping schools
Example on NACADA website (and handout)

19. References
se/View-Articles/Core-values-exposition.aspx

20. Questions and Comments

21. Contact information
Katie Lackey
Academic Advisor III
Julene Pugh
Human Resources
Dr. Ruthie Spiers
Director of University Advising
Dr. Beth Yarbrough
Director of Student Services