Performance Reviews
The current University Strategic Plan strongly emphasizes an accomplished university community. One of the strategies to achieve that goal is for managers to give regular performance feedback and establish clear lines of communication with their employees. Ongoing feedback should clarify expectations, standards and perceived performance throughout the year, as well as bring to light the things that may be contributing to or distracting from achieving those goals.
Linking Performance and Pay
Each year, supervisors are expected to conduct performance reviews for the employees they manage. The review is an excellent opportunity to discuss an employees work performance, strengths and weaknesses, and how his or her duties fit in with departmental strategic goals. In addition, these reviews should be consistent with your salary decisions and other employment actions.
Assessing each persons performance in an objective, consistent and accurate way takes planning and preparation on your part. Before you complete the Performance Review Form (.doc), you should read the Performance Review Guidelines (.pdf) and review the employee's Position Description. You should also communicate with your employees previously to schedule a meeting time that will be convenient for both of you, and to allow them to prepare. Use the Performance Review Checklist (.pdf) to make sure you have not forgotten any important steps.
Avoiding Bias in Performance Reviews
Objectively and fairly assessing your employees performance is a difficult task. There are any number of factors that can bias the way you evaluate someones performance, either negatively or positively. Just being aware of this issue can go a long way in helping you avoid it. Some of the factors than can affect your performance reviews include the following:
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Personal Style |
Sometimes introverts view extroverts as loud or bossy. Extroverts can see introverts as aloof and unfriendly. Quiet individuals accomplishments can be overlooked. A more intuitive person may seem flighty to the more analytical type. But all of these people can be highly effective. A diverse workforce leads to greater creativity, new perspectives and innovative ideas, but only when each persons style is accepted and valued. |
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Personal relationships |
Its hard to review a friends performance, or that of a person with whom you have had difficulty in the past. Particularly when managers have worked with their employees on the same level in the past (before they were promoted), old assumptions about peoples abilities and skills can abound. |
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Short-term memory |
It is well known that when people evaluate others, they will base their review on more recent events. But you should be basing an annual review on an employees work performance over the entire past year. |
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Cultural and racial assumptions |
It is hard to see in ourselves, but the truth is that most of us have preconceived perceptions about people in various groups. We may make assumptions based on race,ethnicity, national origin, sexual orientation, religion, gender or age. Besides the inaccuracy of stereotyping, it is illegal if one bases employment decisions on these characteristics. |
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Group rating |
Although its possible that all of your employees are excellent, its unlikely. Most employees perform satisfactorily, with a few standouts who do excellent or very poor work. Dont let a fear of hurting peoples feelings or making them angry lead you to evaluate everyone the same. |
What can you do to make sure that these potential biases dont raise their ugly heads while you conduct performance reviews? Here are some suggestions:
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Focus on results-based evaluations |
Ideally, you should have objective, fact-based measures upon which you judge performance. Employees performing the same job function should be evaluated using the same measures. |
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Back it up |
Throughout the year, keep track of your employees performance. You should meet regularly with them to discuss their projects and activities. Use written talking points at these sessions, and keep copies. While it may seem like a lot of paperwork, it helps you to look objectively at how much people have done and how well. |
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Look at the beginning of the folder |
The same documentation techniques discussed above can also help you focus on the whole year. When its time to evaluate your employees, be sure to look back to the beginning of the performance cycle year. Keep in mind all they have done in the past year. |
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Educate yourself |
Courses on managing conflict, understanding personality types, conducting performance reviews and other topics can teach you how to conduct performance reviews fairly. Human Resources' Learning and Development offers many courses that will help you in this area. |
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Drive on a two-way street |
Performance reviews are often one-sided -- you tell the employee what you think of his or her work. But this process should be an exchange of information. Have your employees prepare a list of their accomplishments over the past year before you complete their performance review. You may be surprised at the number of projects youve forgotten about. Also give employees the chance to discuss issues of concern and how they view their performance. Reviews are an excellent opportunity to learn about procedural/organizational issues that impact the ability of some to accomplish their work. |
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Develop a scale |
Its easy to say, This person always completes her work on time with few errors. Shes never late and gets along well with her coworkers. The hard part is deciding what that means. Is this person a superior performer or is this expected behavior? Ask yourself, 'Would action need to be taken if this were not the case? A chronically late or sloppy worker is unsatisfactory. Depending on the job, if the same employee initiated a new procedure that saved time and money, she may have demonstrated superior performance or at expectation. |
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Know when to forget |
You may have had personality clashes with this person or s/he may have
been a poor performer in the past. Thats not the issue now. A person
can improve performance, and personality differences dont mean the
employee isnt getting along with others. Use objective criteria
to help you evalute the employee fairly. |
Related documents:
- Performance Review Form (.doc)
- Performance Review Checklist (.pdf)
- Performance Review Guidelines (.pdf) - includes a Performance Review Form
- Performance Improvement Plan (.doc) - for a manager and a staff member to map out strategies for improvement
- Provisional Period Review (.doc) - for evaluating your employee during the initial period of employment
For more information:
- Salary and Rewards - for information about linking salary with performance
- Performance Management Resource (.pdf) - a staff guide to managing his or her own performance
- Partnering for Performance - A Manager's Guide (.pdf)