wsu training for developing leaders...building blocks of performance management current and accurate...

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10/5/2016 1 WASHINGTON STATE UNIVERSITY WSU Training for Developing Leaders January 2016 Position Descriptions, Expectations, and Annual Reviews Today’s Learning Objectives Three “Building Blocks” of performance management Components of well-written job descriptions Essential functions of a sample job description Effective performance expectations Phases of productive review meetings Position Descriptions Performance Expectations Performance Reviews Building Blocks of Performance Management

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Page 1: WSU Training for Developing Leaders...Building Blocks of Performance Management Current and accurate position description and performance expectations Lead to useful and valid performance

10/5/2016

1

W A S H I N G T O N S T A T E U N I V E R S I T Y

WSU Training for Developing

Leaders

January 2016

Position Descriptions, Expectations, and Annual Reviews

Today’s Learning Objectives

• Three “Building Blocks” of performancemanagement

• Components of well-written job descriptions

• Essential functions of a sample job description

• Effective performance expectations

• Phases of productive review meetings

Position Descriptions

Performance Expectations

Performance Reviews

Building Blocks of Performance Management

Page 2: WSU Training for Developing Leaders...Building Blocks of Performance Management Current and accurate position description and performance expectations Lead to useful and valid performance

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W A S H I N G T O N S T A T E U N I V E R S I T Y

It is important for employees to clearly

understand their roles.

Building Block One – Position Descriptions

Advantages of Position Descriptions

SupervisorEmployee Communication

• A summary of scope of authority andresponsibility.

• A statement of principal duties and functions.

• Specific to the needs of the department(Not to the employee)

Position Description Defined

Page 3: WSU Training for Developing Leaders...Building Blocks of Performance Management Current and accurate position description and performance expectations Lead to useful and valid performance

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W A S H I N G T O N S T A T E U N I V E R S I T Y

Position Description

Details

Duties

Supervisor /Lead

Qualifications

Essential Competencies

Performance Expectations

Position Descriptions – Nuts and Bolts

Civil ServiceMust be consistent with the State Department of Enterprise Services Class Specifications for the classification.

Administrative ProfessionalMust comply with the State of Washington exemption definitions RCW 41.06.070 and WSU Benchmarks.

Position Descriptions - Classification

Page 4: WSU Training for Developing Leaders...Building Blocks of Performance Management Current and accurate position description and performance expectations Lead to useful and valid performance

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W A S H I N G T O N S T A T E U N I V E R S I T Y

Position Descriptions

Building Blocks of Performance Management

Performance Expectations

Success in my positions requires:

Building Block Two –Performance Expectations

position description = “what”

performance expectations = “how well”

A statement of the result an individual employee will achieve when he/she is doing a job

satisfactorily.

Performance Expectations

Page 5: WSU Training for Developing Leaders...Building Blocks of Performance Management Current and accurate position description and performance expectations Lead to useful and valid performance

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W A S H I N G T O N S T A T E U N I V E R S I T Y

Civil Service: • Quantity of Work• Quality of Work• Job Knowledge• Working Relationships• Other Criteria

AdministrativeProfessional:

• Productivity• Quality of Work• Interpersonal Skills• Optional Factors

Expectation Criteria

• Expectations for Civil Service employees mustinclude: Unsatisfactory

o Needs improvement

Satisfactory/meets expectations Outstanding performance

o Exceeds expectations

Performance Expectation Categories

• It is recommended that AP employees also have performance expectations.

• Consistent• Realistically attainable• Legally defensible

Valid Free of bias In compliance with applicable laws, regulations,

WSU policy and procedures

Performance Expectations

Page 6: WSU Training for Developing Leaders...Building Blocks of Performance Management Current and accurate position description and performance expectations Lead to useful and valid performance

10/5/2016

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W A S H I N G T O N S T A T E U N I V E R S I T Y

Position Descriptions

Performance Expectations

Building Blocks of Performance Management

Performance Reviews

Page 7: WSU Training for Developing Leaders...Building Blocks of Performance Management Current and accurate position description and performance expectations Lead to useful and valid performance

10/5/2016

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W A S H I N G T O N S T A T E U N I V E R S I T Y

Building Block Three –Performance Reviews

It’s important to receive constructive and corrective feedback throughout the

year.

• Prepare throughout the year Know your EE Categories and performance

expectations Keep and review notes, goals, accomplishments

• Know what official forms and processesto use

• Understand / Identify criteria andratings

Preparing for the Performance Review

Page 8: WSU Training for Developing Leaders...Building Blocks of Performance Management Current and accurate position description and performance expectations Lead to useful and valid performance
Page 9: WSU Training for Developing Leaders...Building Blocks of Performance Management Current and accurate position description and performance expectations Lead to useful and valid performance

1/13/2016

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W A S H I N G T O N S T A T E U N I V E R S I T Y

Civil Services

• WAC 357-37• BPPM 60.55• REQUIRED• Permanent

EE’s - Annually (prior to PID)

• Probation orTrial Service –6 months

• May be postponed for6months

• May requestcyclic reviews

• HRS

Evaluation Policies

Bargaining Unit

• Collective Bargaining UnitAgreement

• Some state No Performance Evals – CheckContracts

Administrative Professional

• AP Handbook

• BPPM 60.55

• Calendar Year• HRS

Faculty

• Faculty Manual

• BPPM 60.55

• Calendar Year

• May Use WORQS

• Provosts Office

“Wow, I’m so excited for my performance review today!”

- Said by no one . . . ever

https://www.youtube.com/watch?v=gdp4sPviV74&feature=player_embedded

Page 10: WSU Training for Developing Leaders...Building Blocks of Performance Management Current and accurate position description and performance expectations Lead to useful and valid performance

Closing the MeetingSummarize discussion Confirm employees

understandingSummarize improvement

plan(s) and/or goals End positively

During the MeetingGreet employee /

put at easeStart on a positive note Discuss items and rating Encourage input and

participation

Planning for the Meeting

Coordinate in advanceSchedule appropriate

amount of time

Review evaluation

prior to meeting? Talking points

Purpose of Review Meeting

Discuss review period Future planning Clarify ratings/expectations Facilitate communication

Performance Review Meetings

Page 11: WSU Training for Developing Leaders...Building Blocks of Performance Management Current and accurate position description and performance expectations Lead to useful and valid performance

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W A S H I N G T O N S T A T E U N I V E R S I T Y

• No surprises

• CS employees may appealo alleged irregularities in forms and/or procedures,

not content

• Written Rebuttal

• Employee signature:o indicates receipt of review – not agreement

Performance Review Reminders

PITFALLS

Biases

Déjà vu

Gossip

Inflated Rating

Performance Review Pitfalls

• Periodically review goals

• Monitor progress in removingdeficiencies

• For growth and development Encourage employee Provide an environment that allows for

success

Preparing for Next Year

Page 12: WSU Training for Developing Leaders...Building Blocks of Performance Management Current and accurate position description and performance expectations Lead to useful and valid performance

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W A S H I N G T O N S T A T E U N I V E R S I T Y

Building Blocks of Performance Management

Current and accurate position descriptionand performance expectations

Lead to useful and valid performance reviews.

Summary

Position Descriptions

Performance Expectations

Performance Reviews

• BPPM 60.55• WAC 357.37• Collective Bargaining Unit Agreements• Administrative Professional Handbook• Faculty Manual• Visit HRS’s web site to access a sample of

Performance Expectations.• Go to www.hrs.wsu.edu, and click on

Manager/ Classification-Compensation• Online Position Description System

• www.wsujobs.com/hr• HRS– www.hrs.wsu.edu• Questions can be directed to HRS at

335-4521, or [email protected]

Resources

Page 13: WSU Training for Developing Leaders...Building Blocks of Performance Management Current and accurate position description and performance expectations Lead to useful and valid performance

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W A S H I N G T O N S T A T E U N I V E R S I T Y

If you attended this live training session and wish to have your attendance documented in

your training history, please notify Human Resource Services

within 24 hours of today's date:

[email protected]

This has been a

WSU Training Videoconference