ADMINISTRATIVE PERFORMANCE APPRAISAL PROCESS I. Statement of Philosophy The Madison Metropolitan School District has a strong tradition of educational leadership provided by its administrative staff. To provide recognition and support for this leadership, the District has identified a comprehensive administrative evaluation program as an essential component leading to staff growth and development. The primary objectives of the evaluation program are as follows: II. To maintain and improve individual work related performance. To relate individual performance to organizational and personal goals. To provide positive reinforcement to individuals for their job related performance. To identify job related performance that needs to be improved and to develop an appropriate plan of assistance. To identify critical job functions and to measure performance against those functions. To establish performance as a basis upon which compensation is awarded. Basic Design of the Performance Evaluation Program Components The evaluation program for administrators consists of four components: A seven-category appraisal process Data input Performance An administrative goal agreement with the administrator’s supervisor The Central Administrator’s Performance Appraisal Process includes the performance categories of: Organizing & Planning Problem Solving & Conflict Resolution Management/Administration Collaboration/Communication Leadership Supervision & Evaluation Job Knowledge/Professional Growth & Development 1 The Principal’s Performance Appraisal Process includes the performance categories of: Competence in the Teacher Standards Under PI 34 Promoting the Shared Vision of Learning Instructional Program Conducive to Student Learning and Staff Professional Growth Management of the Organization, Operations and Resources Collaboration with Families and Community Members Conducting All Matters with Integrity, Fairness and in an Ethical Manner Understanding, Responding to and Influencing the Larger Political, Social, Economic, Legal and Cultural Context Data Input may originate from a variety of sources including formal and informal surveys, test scores, climate surveys, discussions with stakeholders, etc. Performance Results may include School Improvement Plans, departmental improvement, projects, desired outcomes, etc. The Goal Agreement will consist of no more than three specific goals taken from individual items comprising the detail of School Improvement Plans, Climate Surveys, Appraisal Document, etc. Ratings The appraisal performance categories are evaluated by a rating scale which consists of three ratings: exemplary, proficient and improvement needed. a.) Exemplary – Should an administrator believe that he/she deserves an exemplary rating, the administrator must supply evidence to his/her supervisor of the accomplishments or other factors that warrant an exemplary rating. A supervisor shall not issue an exemplary rating to an administrator without this documentation. b.) Proficient – A rating of “proficient” does not require special documentation from either the administrator or the supervisor. c.) Improvement Needed – Should a supervisor rate any category as “improvement needed,” the supervisor must submit documentation supporting that rating. No rating of “improvement needed” may be issued without such documentation. Should a rating of “improvement needed” be issued, the supervisor will immediately notify his/her supervisor and the Executive Director of Human Resources. 2 Schedule of Evaluations The Performance Appraisal Process for each administrator will be conducted at least annually. All elements contributing to the appraisal (data, performance output and goal-oriented agreement) will also be completed annually. Appraisal Process Appraisal Document – Each selected element of each category on the appraisal document will be rated individually with a composite rating scored for the entire category. Appraisal Report Supervisor’s Comments – While ratings are important, it is generally felt that the most important aspect of the Job Performance Appraisal is the Supervisor’s written comments. There are several reasons for this: Comments can further explain the reasons behind the ratings Comments can tell how to improve performance, whereas ratings can do no more than indicate that past performance was good or bad Comments can refer to trends and reflect how present performance relates to previous performance, whereas ratings can refer only to performance during the rating period Comments can describe actual behavior, incidents and data, whereas ratings provide only a summary conclusion of them Goal Agreement Goal Document – The goals refer to annual improvement of programs, projects and activities identified by the administrator for priority attention during each contract year. The goals represent a formal agreement between the administrator and his/her supervisor for the accomplishment of a set of specific results. Each goal should reflect an improvement/ change effort. A maximum of three goals is recommended. Self-Evaluation – At the end of the contract year, but prior to the meeting with the supervisor to discuss progress in achieving each goal, the administrator should complete a self-evaluation report which summarizes how well the administrator believes he/she has progressed in completing each goal. Supervisor Evaluation – At the end of each contract year, the supervisor will meet with the administrator and evaluate the completion of the approved goals. All evidence of “Exemplary” or “Improvement Needed” ratings must be presented at this meeting. This evaluation will be one element of input to the annual appraisal. 3 III. Advancement Through A Salary Range – Administrators placed at other than step 12 of the Administrator’s Salary Schedule shall normally advance to the next higher step effective July 1 following the date of appointment and may advance depending upon performance to each higher step upon completion of each additional year of service. Depending on performance, each July 1 administrators may advance by either 0, .5, or 1.0 salary steps pursuant to the chart below. A certification form must be completed for this advancement. Merit Increment 1.0 .5 0 Performance Criteria All ratings on the most recent Performance Appraisal must be at the Proficient level or above. All ratings on the most recent Performance Appraisal must be at the Proficient level, other than one which may be at the Improvement Needed level. Two or more ratings on the most recent Performance Appraisal are at the Improvement Needed level. Supplemental Administrative Policies and Procedures A new administrator shall be eligible only for one-step increments until completion of his/her second contract year. The term “majority of all ratings” as used in the Performance Criteria shall be defined as a majority of the performance categories for which an administrator has received a rating. IV. Merit Pay Plan For Administrators At Salary Step 12 – Administrators who have reached salary step 12 of his/her respective salary range and have received a “Proficient” rating or better on each of the Performance Appraisal rating categories with at least one exemplary rating during the two most recent rating periods shall be eligible to an additional 3% of step 12 pay on July 1 following completion of three (3) years of service as an administrator with the Madison Metropolitan School District. Administrators will be eligible for additional increases of 3% of step 10 pay every three years thereafter if performance dictates. A certification form must be completed for this advancement. Eligibility for Merit Increases Subsequent to Not Receiving a Merit Increase Due to Performance – Should an administrator become eligible for consideration for a merit increase but not receive an increase due to performance issues, that administrator will be eligible the following year for consideration of a merit increase. 4 V. Supplemental Information Definition of Base Pay – “Base Pay” as referred to in this plan is the contracted daily rate without any additional compensation for extra duties or additive pay. Schedule of Performance Appraisals – The District reserves the right to conduct performance appraisals at anytime it deems necessary. Regular performance appraisals shall be conducted each year. Staff Development – Administrators eligible for merit pay pursuant to the terms of this plan shall be obligated upon request of the District to share the expertise associated with their exemplary rating(s) with District personnel through the Staff Development Coordinating Committee which shall determine the most appropriate inservice training vehicle. Administration – The Executive Director of Human Resources or his/her designee shall be charged with the responsibility to interpret and apply the provisions of this merit plan and to promulgate policies and procedures as may from time to time be necessary to effectuate this responsibility. Limitations on Frequency of Merit Adjustments – No administrator shall receive more than one three percent (3%) adjustment within any three year period. Years of Service – “Years of Service” as referred to under Criteria for Eligibility shall be defined as contract years consistent with the amount of days dictated in each administrator’s contract and the current definition of a year of service. December 27, 2007 5