S HRA Performance Management Training October 2016 Ben S immons, Director, ER and Workforce Development S heila Hardee, ER Manager
Background • New Policy effective April 1, 2016 for SHRA employees • Applies to all SHRA Probationary, Time-Limited, and Career State employees • Facilitates communication between Supervisor and Employee • Stresses time bound organizational goals • Solicits employee input in individual goal development • Focuses on employee development and career objectives
Intent of the new Performance Management S ystem • Focus on more meaningful ratings (validity) • Address inflated ratings • Performance may be incentivized • *Note about future Merit Increases • S tate Government new Compensation Program
Components • New process is based on t he following: • Institutional Goals • Individual Goals • Employee Development • 3 point Rating System • Not Meeting (1), Meeting (2), and Exceeding (3)
Institutional Goals
Institutional Goals • The University of North Carolina General Assembly established for all S HRA employees • Five Institutional goals • One additional goal for all S HRA employees who supervise or manage employees
Institutional Goals CUSTOMER- COMPLIANCE EXPERTISE ORIENTED & INTEGRITY TEAM- ACCOUNTABILITY SUPERVISION ORIENTED
Institutional Goals Precision Resourcing CUSTOMER- COMPLIANCE Innovation ORIENTED & INTEGRITY Development TEAM- ACCOUNTABILITY SUPERVISION ORIENTED
Institutional Goals CUSTOMER- COMPLIANCE EXPERTISE ORIENTED & INTEGRITY Productivity Autonomy TEAM- SUPERVISION Prioritization ORIENTED Coordination
Institutional Goals Clarity Awareness COMPLIANCE EXPERTISE Attentiveness & INTEGRITY Diplomacy TEAM- ACCOUNTABILITY SUPERVISION ORIENTED
Institutional Goals CUSTOMER- COMPLIANCE EXPERTISE ORIENTED & INTEGRITY Collegiality Collaboration ACCOUNTABILITY SUPERVISION Contribution Attendance
Institutional Goals Policy CUSTOMER- Safety EXPERTISE ORIENTED Ethics Respect TEAM- ACCOUNTABILITY SUPERVISION ORIENTED
Institutional Goals CUSTOMER- COMPLIANCE EXPERTISE ORIENTED & INTEGRITY Oversight TEAM- Goal-Setting ACCOUNTABILITY ORIENTED Managing Talent Leading
Institutional Goals EXPERTISE CUSTOMER-ORIENTED COMPLIANCE/ETHICS Precision Clarity Policy Resourcing Awareness Safety Innovation Attentiveness Ethics Development Diplomacy Respect ACCOUNTABILITY TEAM-ORIENTED SUPERVISION Productivity Collegiality Oversight Autonomy Collaboration Goal-Setting Prioritization Contribution Managing Talent Coordination Attendance Leading
Institutional Goals • Precision • Resourcing • Innovation • Development
Expertise • Precision • Produces work that is accurate, thorough, and demonstrates sufficient analysis and decision- making to meet the requirements of the employee’s position and profession. • Errors are infrequent, are recognized prior to completion of proj ect, and/ or are corrected as soon as identified with little to no disruption of service. • Demonstrates pride in their work and accepts responsibility for assigned tasks.
Expertise • Resourcing • Makes efficient and appropriate use of materials, resulting in sufficient cost effectiveness and little to no waste of resources. • Adheres to requirements for recordkeeping and documentation of work in a manner readily understandable to others and sufficient for effective use by self and others.
Expertise • Innovation • Looks for ways to improve efficiency or quality, discusses suggested improvements with others, and demonstrates flexibility in response to new or improved work processes. • Takes calculated risks, anticipates possible problems, and responds to recurring problems by investigating the underlying causes.
Expertise • Development • Maintains technical skills and relevant professional credentials, and/ or maintains connections with professionals in their field. • S eeks ways to address development needs and recognizes growth and development opportunities for self and others instead of assigning blame when things go wrong.
Institutional Goals • Productivity • Autonomy • Prioritization • Coordination
Accountability • Productivity • Completes required volume of work by established deadlines. • S tays productive and focused on assigned tasks during work hours. • Adheres to assigned work schedule and keeps supervisor informed of whereabouts during the work day.
Accountability • Autonomy • Generally completes work with few reminders or infrequent oversight. • S uccessfully completes most tasks independently but may ask for support, as appropriate, when faced with unfamiliar tasks or situations.
Accountability • Prioritization • Takes sufficient and appropriate measures to plan and organize work, to prioritize tasks, and to set realistic goals and milestones. • Monitors progress toward milestones, adapts approach due to changing requirements or predictable obstacles, and re-prioritizes tasks appropriately to meet deadlines and achieve goals.
Accountability • Coordination • S eeks needed information to complete work. • Confirms agreement among team members for milestones, requirements, and measures of success. • Provides sufficient updates to supervisor and other relevant parties on the status of assigned work. • Appropriately escalates work concerns affecting their ability to complete assigned tasks to management.
Institutional Goals • Clarity • Awareness • Attentiveness • Diplomacy
Customer-Oriented • Clarity • Listens to determine the most effective way to address customer needs and concerns. • Asks questions and summarizes what the speaker is saying to confirm understanding and avoid miscommunications. • Clearly and accurately conveys relevant and factual information to inform the target audience effectively. • Adapts to the needs of audiences to ensure messages are understood.
Customer-Oriented • Awareness • S hows a solid understanding of customer needs, seeks out customer input to better understand needs, and develops ideas to meet those needs. • Recognizes when work processes and/ or outcomes are negatively affecting customers and takes appropriate steps to eliminate problems.
Customer-Oriented • Attentiveness • Follows through on commitments, despite time pressures or obstacles, and maintains relevant communication with customer until j ob is completed. • Develops relationships with customers marked by attentiveness and customer satisfaction. • Responds promptly to customer requests, willingly works with customers to meet needs, and is generally easy to reach during work hours.
Customer-Oriented • Diplomacy • Maintains a professional and respectful tone and exhibits diplomacy when dealing with frustrated individuals or during sensitive or confrontational situations. • Consistently presents a calm, competent, and professional image to the public and other agency/ state employees. • Behavior, gestures, and speech present a positive image of the University to customers.
Institutional Goals • Collegiality • Collaboration • Contribution • Attendance
Team-Oriented • Collegiality • Communicates and engages directly, clearly, and tactfully with colleagues. • S hows consideration and respect for the ideas, beliefs, work styles, and perspectives of the team, and refrains from participating in gossip or cliques. • Recognizes conflict within the team and participates positively in resolving issues.
Team-Oriented • Collaboration • Provides feedback and healthy dialogue on performance and operational issues, as requested. Willingly adapts to change and adheres to decided actions. • Works willingly with others to accomplish goals. Engages with and considers the views of others when analyzing a situation or developing a solution to achieve team goals. Provides knowledge and resources to reach common goals. • Takes ownership of their contribution to the team’s overall success and understands how successful execution of their responsibilities contributes to public expectations for quality, service, and professionalism.
Team-Oriented • Contribution • Makes decisions with others in mind, and willingly performs additional duties when team members are absent, during times of increased workload, or as otherwise required by management to meet business needs. • Maintains a professional appearance and contributes equitably to maintaining the workplace appearance.
Team-Oriented • Attendance • Absences are infrequent and do not place an undue burden on supervisor or colleagues. • Follows work unit rules for time and attendance, including established procedures for calling out, requesting leave, requesting changes to work schedules, and recordkeeping.
Institutional Goals • Policy • S afety • Ethics • Respect
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