UNIVERSITY OF ILLINOIS LIBRARY ACADEMIC PROFESSIONAL ANNUAL PERFORMANCE EVALUATION University Library Mission Statement The University Library is central to the intellectual life of the University. By providing and stewarding collections and content that comprise a current and retrospective record of human knowledge and by offering a wide array of services, it enhances the University’s activities in creating knowledge, preparing students for lives of impact, and addressing critical societal needs. The Library advances the University’s goals by ensuring unfettered access to information and by providing a network of expertise that ensures value, quality, and authenticity of information resources. The Library integrates and manages knowledge to enable learning and the creation of new knowledge. Overview Communication No. 22 from the Office of the Provost states “Our excellence as a University is grounded in our ability to attract and retain the best possible students and staff. To do that, we must provide a working environment that provides support and guidance for our staff. Therefore, the campus has a policy requiring that all academic professionals be evaluated, in writing, at least once a year. We do this to provide an opportunity for a review of the employee’s goals and accomplishments, and for a discussion of suggestions for improvements in the employee’s current job as well as his or her career aspirations. Goals and objectives for academic professionals should be derived from their department’s mission, which in turn support the mission and goals of the campus. Thus, evaluating the performance and providing for the development of academic professional employees contributes to their support of the academic excellence of this institution.” Instructions The annual review should be conducted on a schedule that accommodates the work cycle of the unit. The annual review should focus on things such as performance progress and any needed improvements, along with the goals of the unit and the employee. There are a number of forms which pertain to this process. Some are required, others are optional, but highly recommended to ensure the most productive review. Those forms are: AP Annual Performance Evaluation (required); updated position description (required); Pre-Evaluation Employee Worksheet (optional); Goal Setting Worksheet (optional); and Post-Evaluation Employee Comments (optional). NOTE: Please contact the Library Human Resources Office for the most recent copy of the position description/PAPE for the position in advance of the evaluation. Schedule The review period shall be based on the calendar year, January 1 through December 31. Evaluations will be completed between the time period of the return after the annual holiday break, and the Monday after the end of Spring Break. It is strongly recommended and encouraged that the supervisor provide the employee with a copy of Part III: Pre-Evaluation Employee Worksheet, at least two weeks before the formal evaluation time is scheduled. If the employee chooses to complete the worksheet, it should be returned to the supervisor a few days before the evaluation so that the supervisor may consider the employee’s comments while completing the evaluation. Page | 1 ACADEMIC PROFESSIONAL PERFORMANCE EVALUATION Name __________________________________ Title ___________________________________ Dept/Unit _______________________________ Supervisor _____________________________ Date of Hire _____________________________ Review Date ____________________________ Ratings: Outstanding—Performance often exceeds objectives Solid Performer—Consistently meets objectives Needs Improvement—Sometimes or often fails to meet objectives Not Acceptable—Work is below the basic requirements in the critical aspects of the job and immediate improvement is required. NOTE: If there are any categories which are rated Not Acceptable, the Supervisor should follow up with Library Human Resources to discuss further review and procedures for improvement. NOTE: If the overall employee rating is “Not Acceptable” as a result of the evaluation, the job description will be reviewed with the employee, in addition to written communication concerning expectations of job performance on a regular basis. A RATING OF ‘NOT ACCEPTABLE’ REQUIRES COMMENTS FROM THE EVALUATOR. The employee will have a period of _____ months in which to raise the evaluation. After this interval, another formal evaluation will be conducted. Failure to improve will result in notification of non-reappointment. Not Applicable—This factor does not apply based on the requirements of the position. PART I: Knowledge and Job related Skills 1. Job Knowledge – Understands the concepts, techniques, requirements, and other aspects of the job. Demonstrates mastery of the procedures, techniques and instructions required for the job. Demonstrates good working knowledge of the unit, the library, and their mission and goals. Keeps up with trends in the field, continues to learn and expand knowledge. Quickly and easily grasps and applies instructions and new methods. ____Outstanding ____Solid Performer ____Needs Improvement ____Not Acceptable _____Not Applicable Comments _________________________________________________________________________________________________________ 2. Organizational Skills – Plans and prioritizes work effectively. Coordinates, prepares, and presents projects well and/or follows through with assignments. Juggles multiple projects and priorities. Demonstrates effective planning skills. ____Outstanding ____Solid Performer ____Needs Improvement ____Not Acceptable Comments _________________________________________________________________________________________________________ Page | 2 3. Productivity – Produces quality work and satisfactory quantity of work. Delivers work on time, consistently meets deadlines. Able to translate efforts and actions into tangible results. Works independently with little supervision. ____Outstanding ____Solid Performer ____Needs Improvement ____Not Acceptable Comments _________________________________________________________________________________________________________ 4. Patron/Customer Services – Manages external and internal patron interactions in an accurate, timely, polite, and professional manner. Is proactive, providing excellent service to all. ____Outstanding ____Solid Performer ____Needs Improvement ____Not Acceptable Comments _________________________________________________________________________________________________________ 5. Communication Skills – Demonstrates the ability to communicate with others, including co-workers, supervisor, and/or the public. Able to use verbal and written skills necessary for the job. Listens well. Articulates well. Comprehends and understands information and explanations. Keeps others informed. Shares information. Responds to inquiries, phone and /or email in a timely way. ____Outstanding ____Solid Performer ____Needs Improvement ____Not Acceptable Comments _________________________________________________________________________________________________________ 6. Judgment/Problem Solving and Decision Making – Identifies and anticipates problems. Open to new, alternative or different solutions. Manages those problem situations that fall under employee’s purview and refers to more senior personnel when appropriate. Uses logic and sound judgment to solve problems and make decisions. Follows up on problems and helps bring about solutions. ____Outstanding ____Solid Performer ____Needs Improvement ____Not Acceptable Comments _________________________________________________________________________________________________________ 7. Professionalism – Demonstrates a high level of professionalism in person, through email, and on the telephone. Exhibits initiative and self-direction. Accepts feedback well. Expresses disagreement in an appropriate way. ____Outstanding ____Solid Performer ____Needs Improvement ____Not Acceptable Comments _________________________________________________________________________________________________________ Page | 3 8. Interpersonal Skills – Cooperates with peers, participates well in team situations. Productive and unifying team member. ____Outstanding ____Solid Performer ____Needs Improvement ____Not Acceptable Comments _________________________________________________________________________________________________________ 9. Reliability – Dependable. Works to achieve results and meet promised deadlines. Reports unavoidable delays in advance of deadlines. Complies with University and unit policies and procedures on attendance. ____Outstanding ____Solid Performer ____Needs Improvement ____Not Acceptable Comments _________________________________________________________________________________________________________ 10. Adaptability – Demonstrates ability to adjust to a variety of situations, maintains flexibility. Willing to assist by taking on difficult or inconvenient responsibilities. ____Outstanding ____Solid Performer ____Needs Improvement ____Not Acceptable Comments _________________________________________________________________________________________________________ 11. Supervision – Others in the unit support employee as supervisor. Employee works to develop trust with other workers. Acts as positive role model for people supervised. Able to elicit cooperation from those supervised. Delegates tasks wisely and follows up on task(s) assigned to others. ____Outstanding ____Solid Performer ____Needs Improvement ____Not Acceptable _____Does NOT Apply Comments _________________________________________________________________________________________________________ 12. Management and Leadership Skills – manages own area of responsibility. Understands the goals and needs of the University Library and its staff as a whole. Gains respect and trust of fellow staff members. Work and behavior exhibits commitment to the University Library’s mission, vision and goals. Cooperates and contributes to the overall wellbeing of the University Library. ____Outstanding ____Solid Performer ____Needs Improvement ____Not Acceptable _____ Does NOT Apply Comments _________________________________________________________________________________________________________ Page | 4 13. Investigation Time – employee effectively uses and manages Investigation Time. Amount of time spent is discussed with supervisor, and is related to or enhances the work of the employee. ____Outstanding ____Solid Performer ____Needs Improvement ____Not Acceptable _____ Does NOT Apply Comments _________________________________________________________________________________________________________ EMPLOYEE COMMENTS [Please attach additional sheet(s) if necessary.] ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ PART II: OVERALL PERFORMANCE RATING After careful review of the performance factors above, the employee has earned the following overall rating for this appraisal period: ____Outstanding ____Solid Performer ____Needs Improvement ____Not Acceptable Reviewer’s Signature _______________________________________ Date __________________ Employee’s Signature: * ____________________________________ Date __________________ *Note: Your signature does not necessarily indicate agreement with the evaluation, only that is has been discussed with you. You are obligated to acknowledge receiving the evaluation if the supervisor has discussed it with you. Completed form with job description should be sent to Library Human Resources. This form and any attached items will be placed in the employee’s personnel file. Page | 5 PART III: Pre-Evaluation Employee Worksheet (optional) To be completed by the employee before the evaluation occurs. The supervisor should give this worksheet to the employee at least two weeks before the date of the formal evaluation. If the employee chooses to complete this sheet, it should be returned to the supervisor within an ample amount of time for the supervisor to be able to consider the comments of the employee before completing the evaluation, i.e., two or three days. The purpose of this worksheet is to give you an opportunity to formally share with your supervisor information that you consider important for your evaluation over the past year. If you choose to complete the worksheet and give it to your supervisor, it will be attached to your performance evaluation for information purposes, and placed in your personnel file. 1. List the key elements of your job and any special contributions you feel you have made to your unit during the evaluation period. 2. List any notable obstacles you encountered in accomplishing your job responsibilities during the evaluation period. 3. Add any additional information that you wish to have considered in your evaluation. (Please attach an additional sheet if more space is necessary.) Employee signature ____________________________________________ Date ______________________ Page | 6 PART IV: Goal Setting Worksheet (optional) These objectives should be set and agreed upon by the employee and the supervisor/evaluator for the next year. Additions or modifications may be done at any time during the year. These objectives become the subject matter upon which the employee will be evaluated next year. It is strongly recommended that employee and supervisor meet formally to discuss goals and progress toward achieving them at least once during each semester. Goals are listed for the time period January 1, _______ through December 31, _______. 1. 2. 3. 4. 5. 6. (Please attach an additional sheet if more space is necessary.) Employee signature _____________________________________________ Date ____________________ Supervisor/Evaluator Signature ___________________________________ Date ____________________ Unit Head’s Signature ___________________________________________ (if different from Evaluator) Date ____________________ Page | 7