1. Performance & Development Plan Rhea Seeber-Reynolds Human Resource Manager & Stefani Coverson Human Resource Manager

2. Objectives Provide you with an understanding of the PDP process Provide you with an understanding of the PDP process Provide you information on how to set performance expectations Provide you information on how to set performance expectations Key Results Key Results Key Skills and Abilities Key Skills and Abilities Provide you with an understanding of when to complete a PDP Provide you with an understanding of when to complete a PDP

3. Performance Development Plan (PDP) Where does the PDP process start?

4. Answer With the Position Description Form

5. PDP ~ Getting Started Position Description Form (PDF) Position Description Form (PDF) A list of job responsibilities and duties A list of job responsibilities and duties Supervisory Desk Files Supervisory Desk Files Staff meeting or notes Staff meeting or notes Unit expectations Unit expectations

6. Purpose of Performance Appraisal Annual Review Annual Review Trial Service Review Trial Service Review Probationary Review Probationary Review Other Other

7. Performance Planning Performance Planning Performance Expectations Performance Expectations Training and Development Needs/Oppty’s Training and Development Needs/Oppty’s Organizational Support Organizational Support Performance Assessment Performance Assessment Interim Reviews (Optional) Interim Reviews (Optional) Performance Feedback Performance Feedback PDP Process

8. When Documenting Employee Work History Keep in mind ~ only document what is appropriate (Communication Log)

9. DO’s Describe observable behavior Describe observable behavior Capture positive performance & performance deficiencies Capture positive performance & performance deficiencies Capture excessive unscheduled leave and attendance concerns Capture excessive unscheduled leave and attendance concerns Note any counseling and discipline letters Note any counseling and discipline letters

10. DO NOT’s Include any medical and sick leave information Include any medical and sick leave information Include poor performance issues that have not already been discussed Include poor performance issues that have not already been discussed Cover a period that has already been evaluated Cover a period that has already been evaluated

11. CBA Article 5 Performance Evaluation Article Article 5 Performance Evaluation Article 5.1C & 5.2 D Article 31.6D Removal of Documents Article 31.6D Removal of Documents

12. Preliminary Discussion Review the PDP form and instructions Review the PDP form and instructions Update the PDF if needed Update the PDF if needed Complete the data section at top of form Complete the data section at top of form Identify linkage of employee’s position to the organization Identify linkage of employee’s position to the organization Determine timing and process of Parts 1-3 Determine timing and process of Parts 1-3

13. Exercise What is your organizations mission? What is your organizations mission? In teams develop In teams develop Key Results Expected. Key Results Expected. Key competencies expected Key competencies expected

14. Questions ?