Performance Evaluation Committees’ ReportCombined Report from

Committee for Professional and Administrative Staff and

Committee for Classified Staff2016

BackgroundTWU has determined that the current performance evaluation process should undergo a committee review to determine if the performance management program is consistent and can be effectively and equitably linked to compensation.Issues:

– Form completion is lengthy– The overall process requires too much time for both the reviewer

and employee– Current system is not linked to compensation

Goals and ObjectivesTo review current process, recommend a pay model, and recommend a streamlined evaluation process.• Evaluate the strengths and weaknesses of the current performance

evaluation program. • Prepare drafts of revisions to the current performance evaluation

form formats. • Design/revise the performance planning and evaluation process to

incorporate the desired changes to the plan. • Present the proposed performance planning and evaluation program

to HR staff.

What the Committees Were Not Charged to Accomplish

• Compensation – although recommendations will be made regarding merit pay, we have not been charged to address merit pay/compensation in general nor specifics.

• Job descriptions – although we understand that official job descriptions are vague, we were not charged to modify job descriptions nor recommend changes to job descriptions.

• Succession planning and career paths – although we were not charged to address either of these, we recognize the importance of each.

• Address the issue of equality in evaluations – although this issue was mentioned in several responses in our information gathering we were not charged to determine solutions.

• Determine the score for merit compensation – realizing that this is/will be an issue when/if a merit pay program is implemented we were not charged to make recommendations to address this issue.

Our ProcessHeld a series of weekly/bi-weekly meetings with cross-sectional committee.

Reviewed the current TWU forms and forms from other institutions:• Tarleton State University,• University of North Texas,• Texas A&M University System, and• Massachusetts Institute of Technology.

Developed the best forms and process considering feedback and consensus of opinion from committee members.

Solicited feedback regarding forms and process from:• Anonymous survey,• Town Hall meeting, and• Staff Council.

Apply Information to Charge• Considered and incorporated, where appropriate,

feedback into final DRAFT version of document for management consideration.

• Revised evaluation forms using suggestions from committee and best formats from review of other college and university evaluation forms.

• Coordinated process and output with the other sub-committee addressing review of classified employee documents.

Survey FeedbackQuestions:Job Classification of respondents.Campus location of respondents.Years Employed at TWU.Were you evaluated last year?Do you evaluate all direct reports annually?Benefits of evaluation process as employee.Benefits of evaluation process as supervisor.Other benefits of evaluation process.Comments from survey.Rating for current performance system.Explanation of Ratings (Top10).What would you change?Non-cost performance based perks and benefits (Top 10).

Job Classification

– Professional and Administrative Staff 223 (68%)– Clerical 78 (23.8%)– Custodial, grounds-keeping, maintenance 11 (3.4%)– Health Care Professionals 10 (3%)– Commissioned Police Officers 1 (.3%)– Do not know 5 (1.5%)– Number of Participants 328 (100%)

Campus

– Denton 281 (87.8%)– Dallas 21 (6.6%)– Houston 18 (5.6%)– Total 320 (100%)

Years Employed at TWU– Less than 1 year 24 (7.3%)– 1-5 years 120 (36.5%)– 6-10 years 79 (24%)– 11-15 years 48 (14.6%)– 16-20 years 27 (8.2%)– 21-25 years 19 (5.8%)– More than 25 years 12 (3.6%)– Total 329 (100%)

Were you evaluated last year by your supervisor?

– Yes 258 (78.4%)– No 71 (21.6%)– Total 329 (100%)

Do you evaluate all direct reports annually?

– Yes 90 (61.6%)– No 42 (28.8%)– Not a supervisor 14 (9.6%)– Total 146 (100%)

Benefits of evaluation process as employee (checked yes)

• Provides direct feedback from supervisor – 72.4%• Provides an opportunity for me to provide input – 61.3%• Provides opportunity to set goals and priorities – 67.9%

Benefits of evaluation process as supervisor (checked yes)

• Provides an opportunity to provide feedback to employee – 74.0%

• Provides an opportunity to receive feedback from employee – 73.8%

• Provides an opportunity to set goals and priorities with employee – 76.2%

Other benefits (54 Reponses)• No benefit 33• Learning opportunity 8• Merit raises 5• Tracking development 4• Communication 2• Evaluate current roles 1• Other 1• Total 54

Comments From SurveyRecognition and motivation for future personal and professional improvements

Formal and intentional discussions about current and future growth as a professional

Provides opportunity to support employee in their careers and understand their needs and struggles.

Not applicable. We have ongoing feedback exchange in our office.

Annual reviews are not necessary if Supervisor meets regularly with the employee throughout the year

I do not perceive any benefits.

Only a rubber stamp process nothing more

Difficult. I have been instructed to keep evaluations on a positive note

First one is the only one recorded on the current process, other two are important to have

A formal process to inform the employee of what is expected of them

Supervision happens daily - not just annually. Employees should never be caught off guard in evaluation

Get great ideas from my team members!

Puts us all on the same page with regard to coaching and/or training needed, growth and opportunity.

Provides an opportunity to document where staff is not measuring up.

Assist in terminating non-performing employees

Designated communication time

Provides an opportunity to get on the same page.

Find out what the employees & supervisor do & don't like and how we can change

Rating for Current Performance System

1(low) 95 (31.1%)2 65 (21.3%)3 100 (32.8%)4 36 (11.8%)5 (high) 9 (3.0%)Total 305 (100%)

Explanation of Rating (Top10)1. No merit raises2. No benefit3. Too lengthy4. Lack flexibility5. Gives feedback6. Too complex7. Good if used effectively8. Not been evaluated9. Issue with goals10. Too subjective

What would you change? (Top 10)1. Merit based pay2. Customized evaluation3. Nothing4. Shorter5. Meaningful6. Merit based benefits7. Two-way evaluation8. Simplify9. More frequent reviews10. Merit based promotions

Non-cost Performance Based Perks and Benefits (Top 10)

1. Additional paid time off2. Tuition/fee reimbursement/discount, audit classes3. Flex schedule4. Fitness center free5. Parking free6. Do not know/none/doesn’t matter7. Gift cards, free/discounted lunch at Student Union8. Training/professional development9. Parking for employee of the month10. Telecommuting

Assumptions/Recommendations/Concerns

• Review year will continue to coincide with calendar year. (assumption)

• Evaluation due dates range from March through April to accommodate different departmental “life cycles”. (recommendation)

• Merit pay increases for staff be a permanent line item in the budget. (recommendation)

Assumptions/Recommendations/Concerns

• Divisional management allocates merit pay. (recommendation)

• Merit pay distributions be transparent by department not person. (recommendation)

• Supervisors be evaluated anonymously by direct reports. (recommendation)

• Process be entirely electronic. (recommendation)

Assumptions/Recommendations/Concerns

• Extensive training for supervisors to ensure appropriate evaluations and distribution of merit. (concern and recommendation)

• Training for employees to seek timely feedback and formal review and to better understand rationale for merit distribution. (concern and recommendation)

Committee Recommendations for Merit Pay!

• Merit pay be included as a permanent item in the budget.

• Merit pay be added to the base pay or as a one time payment (depending on reason for merit pay).

• Additional paid time off (implementation at present time).