Salisbury University PMP: Performance Management Process EXEMPT EMPLOYEE

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Salisbury University
PMP: Performance Management Process
EXEMPT EMPLOYEE
Employee Name:
Job Title:
Supervisor:
Department:
Division:
Period Covering: (month/year – month/year)
Date of Meeting:
SECTION I: EMPLOYEE GOALS/OBJECTIVES FOR CURRENT REVIEW PERIOD (FY ______)
List and evaluate the most noteworthy goals and objectives set for the employee during the current review period, beyond those
regular duties detailed on the PD. Explain any changes or modifications to goals and objectives that occurred during the year, and
identify key factors that caused the goal to be achieved or not achieved. For each goal, select the “highest level” area of impact
#1
__SU Strategic
__Divisional
__Department
COMMENTS:
#2
__SU Strategic
__Divisional
__Department
COMMENTS:
#3
__SU Strategic
__Divisional
__Department
COMMENTS:
#4
__SU Strategic
__Divisional
__Department
COMMENTS:
#5
__SU Strategic
__Divisional
__Department
COMMENTS:
#6
__SU Strategic
__Divisional
__Department
COMMENTS:
SECTION II: PERFORMANCE THROUGHOUT CURRENT REVIEW PERIOD (FY ______)
ONLY select the factors which are MOST IMPORTANT for the job (typically between 5-7). Describe the specific performance
indicators in each area. Use specific examples, where possible, for clarity.
Developing: Performance is below standards in some important aspects, but may meet standards in other respects; improvement needed.
Meets Standards: Performance meets standards in all important aspects of the job. Met the requirements and achieved expected results.
Consistently good performance which is expected of a fully experienced and competent employee.
Exceeds Expectations: Exceptional performance and achievements that are superior to the level of performance required for the job, and clearly
surpassed the standards required for the job. Used exceptional application of knowledge, skills and/or abilities to exceed the required standards.
Leadership and
Motivation
___Developing
___Meets Standards
___Exceeds Expectations
Communication
s
___Developing
___Meets Standards
___Exceeds Expectations
Adaptability/
Agent for Change
___Developing
___Meets Standards
___Exceeds Expectations
Management
Responsibilities
___Developing
___Meets Standards
___Exceeds Expectations
Customer
Service Focus
___Developing
___Meets Standards
___Exceeds Expectations
Public Relations
___Developing
___Meets Standards
___Exceeds Expectations
Resource
Management
___Developing
___Meets Standards
___Exceeds Expectations
Productivity
___Developing
___Meets Standards
___Exceeds Expectations
Planning and
Creates and maintains a productive environment through effective planning and management; fosters a commitment for achieving
University, Divisional and Departmental goals; Demonstrates initiative, and sets a positive example for others to follow. Flexible when
dealing with and managing changing conditions in the organization. Focuses on maintaining a highly qualified and diverse workforce .
COMMENTS:
Acts as an effective link to communicate information and decisions. Motivates other employees through effective communication and
performance feedback (to recognize positive performance and constructively correct performance deficiencies). Listens well and
responds appropriately. Cooperation and Teamwork: builds rapport by developing and maintaining relationships.
COMMENTS:
Discovers and implements new and improved ways of delivering services, completing assignments or performing tasks; breaking out of
the "status quo" to find better ways to accomplish goals. Strives to improve the University's performance by identifying areas in need of
enhancement and initiating planned processes of change in those areas. Shows an on-going commitment to Diversity Initiatives.
COMMENTS:
Develops administrative strategies and work plans for accomplishing goals; organizes tasks in a logical sequence and identifies the
resources required. Allocates assignments and provides direction to ensure that important research, teaching and/or service goals of the
unit and/or University are accomplished. Balances pressures with the requirements of the unit and/or the University.
COMMENTS:
Ensures internal and external customer satisfaction through consistent focus on customer needs. Sets an example, and expects others to
provide courteous and congenial assistance and information in a prompt manner, so as to ensure smooth operations. Communicates in a
helpful and informative manner to maintain good public relations. Gives equal consideration and service to all people.
COMMENTS:
Represents the University in a positive way to members of the University community and to external groups. Functions as a campus
citizen. Takes a university perspective concerning issues and policies. Represents the university at events involving external
constituencies.
COMMENTS:
Makes effective use of resources in accomplishing the teaching and/or service goals of the unit and/or University. Ensures that the unit
and/or University maintains fiscal responsibility. Makes good use of resources, and does not waste time or material; looks for ways to
reduce costs; stays within budgets allocated. Develops, monitors and maintains resources based on strategic goals to be accomplished.
COMMENTS:
Skillfully manages unit workload and resources to produce a consistent volume of work. Completes special assignments and projects
having far reaching implications while maintaining regular work flow. Consistently meets targets, timetables and deadlines. Strives to
increase productivity within unit/department. Responds to routine developments appropriately. Demonstrates reliable and predictable
attendance and/or punctuality, as required for the position, to maintain productivity.
COMMENTS:
Develops goals and strategic plans for the department and/or University. Contributes to recruitment, development and retention of
faculty and staff. Operates the unit in an efficient manner. Organizes the work flow and relationships among people and functions in the
unit; delegates work to make efficient use of resources and to develop individual capabilities; facilitates the flow of information.
Operations
COMMENTS:
___Developing
___Meets Standards
___Exceeds Expectations
Definition:
OTHER:
___Developing
___Meets Standards
___Exceeds Expectations
COMMENTS:
SECTION III: OVERALL EVALUATION FOR CURRENT REVIEW PERIOD (FY ______)
___Developing
___Meets Standards
___Exceeds Expectations
COMMENTS:
SECTION IV: POSITION DESCRIPTION
Date of Most Recently Updated PD on file: _____________
If duties and responsibilities have changed significantly, the PD should be amended.
Current PD must be updated?
______No
_____Yes (if yes, please attach revised PD to PMP)
SECTION V: EMPLOYEE GOALS/OBJECTIVES FOR UPCOMING REVIEW PERIOD (FY ______)
List the most noteworthy goals and objectives for the UPCOMING review period beyond those regular duties detailed on the PD.
Identify key factors that could support success. For each goal, select the “highest level” area of impact.
#1
__SU Strategic
__Divisional
__Department
#2
__SU Strategic
__Divisional
__Department
#3
__SU Strategic
__Divisional
__Department
#4
__SU Strategic
__Divisional
__Department
#5
__SU Strategic
__Divisional
__Department
#6
__SU Strategic
__Divisional
__Department
SECTION VI: EMPLOYEE STRENGTHS – List the employee’s strengths and give specific examples
1:
2:
3:
SECTION VII:
AREAS FOR DEVELOPMENT – List areas where the employee
can improve and give specific examples
DEVELOPMENT PLAN – List developmental
objectives and activities, as well as measurements and
timeframes for completion
1:
2:
3:
SECTION VIII: EMPLOYEE COMMENTS
SIGNATURE SECTION
Employee:
Date:
Supervisor:
Date:
Second Level Review:
Date:
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