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Annual Self Assessment Workshop June 2011. What This Session Will Cover. Overview of PMP Annual Performance Review Process Annual Self Assessment Form Career Development Plan Form Your Next Steps. Performance and Career Management Process Objective. To help foster performance

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Annual Self Assessment Workshop June 2011


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    Presentation Transcript
    1. Annual Self Assessment Workshop • June 2011

    2. What This Session Will Cover • Overview of PMP • Annual Performance Review • Process • Annual Self Assessment Form • Career Development Plan Form • Your Next Steps

    3. Performance and Career Management Process Objective To help foster performance that leads to discovery, innovation, efficiencies and results

    4. Feedback • Pilot on forms/process • Employees: • Survey • PMP@lbl.gov • Focus groups: • 22 S&Es; 27 Non-S&Es • Laboratory Senior Directors, Division Management, Business Managers, HR Center teams • Employee/Labor Relations • Compensation • Additional Information • Employee and postdoc surveys • Research: trends and best practices

    5. Feedback – PMP Pilot Divisions

    6. Overview of PMP – Focus on Relationship • Need useful, open, and honest discussions • between supervisors and employees

    7. PMP Elements • Required/Core Elements • Performance expectations and goals that align with Lab/Division/group goals • Employee Self Assessment • Annual Performance Review – written and conversation • No performance rating in Annual Performance Review Form • 100% completion rate of Annual Performance Reviews • Discretionary Elements

    8. Improvements • Provides improved support: • Simplified forms; versions for S&Es/Non-S&Es • Guidance sheet included at end of each form • Career development planning and feedback forms • Division-tailored and delivered PMP workshops • BLI additional workshops • Promotes communication of factors considered for performance evaluation, peer comparison, and merit increase • Highlights safety as a factor considered in performance accomplishments • Still outstanding: performance management technology

    9. Performance and Career Management LBNL MISSION Laboratory/Division/Group Goals Employee Performance and Job Development Goals Employee Career Development Goals Supervisor & Employee Feedback on Division/group goals and employee performance Update on employee development progress Ongoing Employee Goals & Objectives Alignment Complete Annual Self Assessment Complete/update Career Development Plan (Optional) May/June Supervisor Complete Employee’s Annual Performance Review June/July Supervisor & Employee Annual Conversation - Evaluate employee performance and development - Develop performance goals for new year - Optional: employee career development (or employee initiate with mentor or peer) August/Sept.

    10. Performance and Career Management Process Division Management - Compare peer groups* - Approve reviews June/July * Division discretion on performance considerations S&E Non-S&E • - Publications • - Research talks • Funding • Managing/supervising • - Developing staff / mentoring • - Division competencies • - Professional service • - Reputation • - Value of research to Lab • - Impact on business of Lab • - Safety accomplishments • Project leadership • Process improvement • Skill development • Managing/supervising • Developing staff • Division competencies • - Lab service (i.e., committee work) • Value and impact to group /Division / Lab • Safety accomplishments Division Management (For no increase years) Identify high and low performers, present to Lab Senior Management - Report completions to DOE/UC August/September 10

    11. Annual Performance Review Process – Overview • Annual Self Assessment Form for Non-S&Es • All non-represented non-S&Es should complete by July 15, 2011

    12. Annual Performance Review Process – Overview • Career Development Plan Form • Optional form you can submit along with Self Assessment • Opportunity to create a plan for long-term learning and growth • For review and discussion only • Option to share with mentor

    13. Annual Performance Review Process – Overview • Feedback Form • Optional form your supervisor can use to gather peer feedback • Resource to draw from when your supervisor completes the Annual Review Summary

    14. Annual Performance Review Process – Overview • Annual Performance Review Summary Form with Ratings • Your supervisor will complete • Your Self Assessment will be attached • You and your supervisor will meet to discuss • You will sign and comment if desired

    15. Annual Performance Review Process – Overview • Annual Performance Review Summary Form without Ratings • Your supervisor will complete • Your Self Assessment will be attached • You and your supervisor will meet to discuss • You will sign and comment if desired

    16. Annual Performance Review Process – Self Assessment Form • Opportunity to highlight position, professional and career-related accomplishments • Streamlined process for all

    17. Self Assessment Form – How to Prepare • Gather information… • Goals for year being reviewed • Key accomplishments • Specific examples/comments from customers & peers • Ideas for next year’s goals • Ideas for additional issues

    18. Self Assessment Form – Detailed Review • Begin by filling out the Background section

    19. Self Assessment Form – Your Goals • List the goals you were expected to accomplish during the performance year being reviewed • Career development goals are optional

    20. Self Assessment Form – Example: Non-Scientist Goals

    21. Self Assessment Form – Accomplishments & Impact

    22. Self Assessment Form – Example: Non-Scientist Accomplishments & Impact

    23. Self Assessment Form – Sections 3 and 4 • Safety • Significant accomplishments • Any safety issues/improvements • Laboratory, Professional & Community Service • Laboratory, division and other committee work • Professional service activities • Community service activities • Other service-oriented activities

    24. Self Assessment Form – Your Goals • List your recommendations for performance goals and job development goals • If you wish to have a career development conversation with your supervisor: • Complete and submit a Career Development Plan • Summarize your career development goals in this section

    25. Self Assessment Form – Final Sections • Topics for discussion (optional) • Changes to duties • Advancement • Concerns • Signature

    26. Annual Performance Review Process – Career Development Plan

    27. Career Development Plan – Example Career Development Goals

    28. Career Development Plan – Relationship Building

    29. Career Development Plan – Developmental Experiences

    30. Career Development Plan – Education and Training

    31. Career Development Plan – Meetings to Discuss this Plan

    32. Your Next Steps

    33. Performance Management Page • Roll-out email on 6/27 • Access from A-Z Index • Print out documents • Forms with Guidance Sheets • Examples of written Self Assessments: S&E and Non-S&E • Example of Career Development Plan

    34. Final Thoughts • Key goal is to help you have more meaningful review conversations • We hope this workshop helps you to prepare • Thank you for your involvement and support!