Utica College Performance Review Form for LEADERSHIP
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1 Utica College Performance Review Form for LEADERSHIP EMPLOYEE NAME: DEPARTMENT: HIRE DATE: / / SUPERVISOR*: JOB TITLE: REVIEW PERIOD: *Supervisor is the person delivering the review From To INSTRUCTIONS FOR COMPLETING THIS FORM This form is used to review leadership performance for the review period outlined above. Leadership performance is evaluated based on six factors: work knowledge; quality of work; problem solving/decisiveness; interpersonal, teamwork, and communication skills; commitment to Utica College s mission, values and strategic plan; and general leadership skills. Desirable actions and/or behaviors have been identified for each factor. For each of the actions or behaviors within each factor, please assign a numerical value using the Rating Chart on page 2. Total the Score column for each performance factor. Add up the total points received for the factor and enter it in the Total Score box. Divide the total score by the number of descriptors used and enter it in the Section Average box. Please remember to exclude any items you mark NA from the total number of descriptors used, as they do not apply. Also, if you decide to add an item, please remember to include it in the total number of descriptors used. Please use the top of the Comments section to note any added descriptors. After you have a section average for each performance factor, proceed to the Overall Score and Rating page to complete the numerical portion of the review. IMPORTANT Please cite specific examples that support the section score for each factor. This will help an employee understand how you arrived at the score and give specific examples of actions and behaviors to continue, and those that require improvement. Please call the Office of Human Resources at (315) if you need help completing this form. 1
2 RATING CHART Rating Numerical Value Definitions OUTSTANDING 4 EXCEEDS EXPECTATIONS 3 MEETS EXPECTATIONS 2 NEEDS IMPROVEMENT 1 UNACCEPTABLE 0 NA Recommends innovative and highly effective solutions to problems. Work is of exceptional quality even under tight deadlines. Assigned responsibilities are completed without supervision. Consistently exceeds departmental performance expectations to a degree that is obvious to the supervisor, constituents and peers. Truly outstanding level of contribution (well beyond requirements) during performance period. Consistently meets and often exceeds established departmental key performance expectations. Work is completed accurately and by scheduled deadlines. Assigned responsibilities are completed with minimal supervision. Demonstrates behaviors that results in the effective performance of the position s requirements. Volunteers to work on special projects to improve job or institutional knowledge. Meets established departmental performance expectations. Demonstrates the knowledge, skills, and abilities that result in the effective performance of position requirements. Does not consistently meet departmental performance expectations. Demonstrates some skills and abilities required to perform job; however, work is often incomplete and/or does not meet scheduled deadlines. Supervisory review of work is frequently required. Meets only the minimum position requirements. Performance must be improved and a performance improvement plan is required. For assistance please contact the Office of Human Resources. Does not meet departmental performance expectations. Has not demonstrated the necessary knowledge, skills, ability, and/or commitment. Has not kept pace with job requirements. Successes may be occasional, or performance has been deteriorating. Immediate and sustained improvement is needed in order to maintain continued employment. A performance improvement plan is required. For assistance please contact the Office of Human Resources. "Not Applicable". The employee cannot be scored in this area as it does not apply to his/her specific position. NA items will not be included in scoring. However, if more than 50% of the items are not applicable, the supervisor should add alternative measures. 2
3 PERFORMANCE FACTORS 1) LEADERSHIP AND PEOPLE MANAGEMENT SKILLS: Ability to motivate teams to perform at high levels. Capacity to pursue opportunities, adapt to changing work priorities and create innovation in processes and tasks. Makes values based decisions and works to support strategic plan. Please use the COMMENTS section to cite specific examples to support the overall score. Has good rapport with team and is able to motivate them to achieve goals Effectively uses the division/department s decision making structure to advance goals Finds innovative ways to improve processes or tasks through own ideas or by tapping into the ideas of staff Consistently rewards good staff performance and addresses areas for performance improvement Is responsive to changing priorities and is able to reprioritize effectively Regularly communicates the strategic plan and operational goals to staff and makes the connection to their daily work Is viewed as a credible and reliable resource by others in the institution Promotes a collegial atmosphere within the leadership group through open and transparent communication; involves key stakeholders, including other leaders and departments, in decision making processes as appropriate Shows fiscal responsibility by managing budgets and resources effectively Is a role model to others by upholding Utica College s mission, values, and policies SECTION AVERAGE: DIVIDE BY NUMBER OF COMMENTS (cite specific examples): 3
4 2) WORK KNOWLEDGE: Effectiveness with which the employee applies job knowledge and skills to duties. Please use the COMMENTS section to cite specific examples to support the overall score. Demonstrates knowledge required to accomplish job duties effectively Understands scope of responsibility Takes responsibility for getting assignments done and follows up with key stakeholders appropriately Understands and performs job duties in accordance with UC policies Meets scheduled work deadlines and effectively prioritizes work SECTION AVERAGE: DIVIDE BY NUMBER OF COMMENTS (cite specific examples): 4
5 3) QUALITY OF WORK: Manner in which work is completed and viewed by supervisor and constituencies served peers, students, faculty, administrators and the outside community. Please use the COMMENTS section to cite specific examples to support the overall score. Clearly plans, organizes and executes duties using time and resources efficiently Is thorough and accurate in completion of assignments, paying close attention to details Responds to requests in a timely and effective manner Handles multiple tasks and activities simultaneously Produces dependable and consistent results Takes initiative to seek out professional growth opportunities SECTION AVERAGE: DIVIDE BY NUMBER OF COMMENTS (cite specific examples): 5
6 4) PROBLEM SOLVING/DECISIVENESS: Ability to analyze challenges, develop solutions and make sound, timely decisions. Please use the COMMENTS section to cite specific examples to support the overall score. Identifies issues, problems and opportunities in a timely manner Offers creative suggestions for improvement Is able to identify and prioritize key issues in a variety of situations Makes appropriate and timely decisions as it relates to his/her work Shows accountability for decisions at all times SECTION AVERAGE: DIVIDE BY NUMBER OF COMMENTS (cite specific examples): 6
7 5) INTERPERSONAL, TEAMWORK AND COMMUNICATION SKILLS: Ability to foster positive relationships throughout the institution through values driven behavior and strong communication skills. Please use the COMMENTS section to cite specific examples to support the overall score. Builds and maintains effective harmonious work relationships within and across departments; collaborates well on group projects Effectively works to enhance the whole department's performance and the performance of other departments Deals effectively with others in conflict situations and is able to resolve conflict Demonstrates effective writing skills Demonstrates effective oral skills Manages and keeps information accessible; shares information easily and appropriately Communicates effectively with supervisors, direct reports, peers and the outside community (as needed); exercises tact, courtesy and respect Accepts constructive feedback in a positive manner and willingly pursues opportunities for improvement Maintains confidentiality when needed in accordance with policies, procedures and applicable laws Practices active listening SECTION AVERAGE: DIVIDE BY NUMBER OF COMMENTS (cite specific examples): 7
8 6) COMMITMENT TO UTICA COLLEGE S MISSION, VALUES AND STRATEGIC PLAN: Demonstrates behaviors that are in concert with and promote the College s mission, values and strategic plan. Please use the COMMENTS section to cite specific examples to support the overall score. Is committed to fostering diversity of perspective and encourages this in the department Is dedicated to the well being of others in the institution Is dedicated to the highest ethical standards and integrity Is dedicated to the individual needs of our students Participates in student related and/or student sponsored activities Has ongoing voluntary participation on UC committees and/or in community events SECTION AVERAGE: DIVIDE BY NUMBER OF COMMENTS (cite specific examples; be sure to list activities, committees and community events): 8
9 OVERALL EMPLOYEE SCORE AND RATING Score: Please enter each performance factor score below, total and average to come up with overall employee score. Performance Factor LEADERSHIP AND PEOPLE MANAGEMENT SKILLS WORK KNOWLEDGE QUALITY OF WORK PROBLEM SOLVING/DECISIVENESS INTERPERSONAL, TEAMWORK AND COMMUNICATION SKILLS COMMITMENT TO UC s MISSION, VALUES AND STRATEGIC PLAN TOTAL Score TOTAL/6 (divide total by 6) = OVERALL SCORE Rating: Please mark (circle, check, highlight, etc.) the employee s overall rating using the overall score above. Rating Score Range OUTSTANDING EXCEEDS EXPECTATIONS MEETS EXPECTATIONS NEEDS IMPROVEMENT UNACCEPTABLE 0.9 PRIOR YEAR GOAL REVIEW: Please refer to prior year s goals and indicate which ones have been meet successfully, and which have not. Please provide explanations. 9
10 GOAL SETTING FOR COMING YEAR: Please refer to the employee s SMART goals worksheet (either attach sheet or summarize here). Indicate any training or other professional development opportunities that will aid in goal achievement. / / Supervisor s Signature Date EMPLOYEE COMMENTS: I have read and discussed the contents of this form with my supervisor. I understand that my signature does not necessarily indicate agreement with this evaluation. My signature does serve as acknowledgement that I have access to and understand Utica College s policies procedures including those outlined in the Employee Handbook. / / Employee Signature Date Date Received in HR / / HR initials / / For HR Use Only 10
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