1. Performance Management: A System for Success UCLA Library

2. Objectives  Purpose & Alignment  Performance Management Model  Forms  Process  Q & A

3. Performance Management Defined … an ongoing communication process, undertaken in partnership between an employee and his or her immediate supervisor that involves establishing clear expectations in alignment with organizational mission/vision/goals … an ongoing communication process, undertaken in partnership between an employee and his or her immediate supervisor that involves establishing clear expectations in alignment with organizational mission/vision/goals

4. Alignment UCLA Mission Unit Work Plans IWPs Library Strategic Plan & Goals

5. Performance Management Appraisal and Development Plan Set Expectations and Standards Observation and Tracking Feedback and Coaching

6. Performance Management Appraisal and Development Plan Set Expectations and Standards Observation and Tracking Feedback and Coaching

7. Expectations and Standards  Job Description  Ongoing, routine work  Major responsibilities  Individual Work Plans  Specific projects and initiatives for fiscal year  SMART goals (  SMART goals (Specific, Measurable, Achievable, Relevant/Results-Oriented, Time Bound/Sensitive)  Align with Library Strategic Plan and unit work plans  Learning and development component

8. Performance Standards  Task Performance  Quality  Quantity  Timeliness  Protocol  Behaviors and Work Habits  Attendance  Safety Issues  Etc.

9. Performance Management Appraisal and Development Plan Set Expectations and Standards Observation and Tracking Feedback and Coaching

10. Observing and Tracking  Personal observation  Customer feedback  Productivity reports  IWP status/progress report  Time Sheets  Performance files/logs  Etc.

11. Performance Management Appraisal and Development Plan Set Expectations and Standards Observation and Tracking Feedback and Coaching

12. Levels of Feedback  Simple  Coaching  Counseling  Discipline

13. Performance Management Appraisal and Development Plan Set Expectations and Standards Observation and Tracking Feedback and Coaching

14. UCLA Employee Performance Evaluation Form  Library (preferred) or campus versions  Performance Elements  Individual Ratings  Summary and Overall Rating  Goals and Future Direction  Narratives or customized forms also used

15. Rating Scale  Exceeds job expectations  Meets job expectations  Partially meets job expectations  Does not meet job expectations

16. Conducting the Performance Appraisal Meeting  Before the discussion  Employee preparation  Supervisory preparation  Share draft evaluation  During the discussion  Set the climate  Discuss performance  Develop action plans  Conclude the discussion  Recap main points  Signatures

17. Overview of the UCLA Library Process

18. Policies and CBUs  Salary impact  Policy-covered Staff  Represented Staff  Probationary performance evaluation  Annual performance evaluation

19. Calendar of Due Dates ’11-’12 Dept and unit work plans due ’11-’12 Dept and unit work plans due to AULs for review6.14.11 to Deputy University Librarian6.30.11 ‘11-’12 IWPs completed and approved 6.30.11 ‘10-’11 Individual year-end progress reports 7.12.11 ‘10-11 Status reports and annual reports due 7.29.11 Perform appraisals and discussions completed 8.19.11 Evaluations reviewed by University Librarian 9.16.11 (If applicable) Merit or other increases effective 10.1.11

20. Planning for the Annual Process  No surprises  Plan ahead. Calendar and due dates are known.  Begin with a planning meeting  Variety of data used to draft evaluation  Employee involvement throughout  Review focused on review period  Ratings kept in perspective  Future focused development (career and improvement) http://staff.library.ucla.edu/hr/PerformanceMgmt.asp

21. Evaluation Components Required Evaluation Form w / ALL required signaturesEvaluation Form w / ALL required signatures ’10-’11 Individual Work Plan End-of-the-Year Status Report’10-’11 Individual Work Plan End-of-the-Year Status Report ‘11-’12 Individual Work Plan‘11-’12 Individual Work PlanOptional Employee InputEmployee Input –Self Evaluation –Narrative Report –Activities & Accomplishments Report Job Description UpdateJob Description Update

22. Resources Your Supervisor Your Department Head Your Supervisory AUL Library Human Resources Campus Human Resources

23. Performance Management: A System for Success Appraisal and Development Plan Set Expectations and Standards Observation and Tracking Feedback and Coaching Questions?