Performance Reviews and Evaluation Process

1. CSE403 Software EngineeringAutumn 2000Performance Reviews Gary Kimura Lecture #30 December 6, 2000

2. Today • All group paper work is due at the time of the group demonstration • All demos are in room Sieg 232 • Individual project evaluations are due Wednesday December 13th before 12:00 PM (noon). A final grade will not be issued without this evaluation. • No office hours this Friday • Performance Reviews • Quiz #4

3. Performance Reviews (guess the company it’s describing) • Typically two reviews a year (senior level employees get only one review a year) • Big review in July • Promotion • Raise • Bonus • Stock options • Mini review in January • Raise • Bonus

4. The Review Process • Employee fills out review form • Immediate manager fills out review form • Manager meets with employee to go over review • What the employee doesn’t see • Manager meets with other mangers to decide on performance rating, ladder, and $. • Rating and $ are based on various curves • Manager gets back approval for rating and $ from the Senior VP level

5. The Review Form • The form is mainly employee driven (i.e., the employee fills out a list of accomplishments, strengths, weaknesses, and goals while the manager essentially comments on the list) • Four parts • Performance review and planning • Competency and Career Development • General Comments • Overall Rating and Signatures

6. Part 1. Performance Review and Planning (Evaluate Performance Against Objectives) • List each performance objective in priority order • Beneath each performance objective summarize and rate results for this review period • Discuss specific reasons for the level of performance achieved on each objective, for example • Personal factors (e.g., level of effort demonstrated, level of knowledge or skill demonstrated) that helped or hindered performance • Situational factors (e.g., resources, people, events) that helped or hindered performance • Give constructive suggestions for how performance could be improved

7. Part 1. Performance Review and Planning (Identify Performance Plan for Next Review Period) • List 5-7 specific, measurable performance objectives in priority order for the next review period • Identify keys to success for achieving each objective, for example • Resources, tools, or other kinds of support • Training or development needs • Performance objectives should be mutually agreed upon by employee and manager • If you are a manager, objectives should cover your contribution to your group or organization, as well as you individual contribution • If you are a senior manager, include steps you are taking to understand and value diversity in your organization

8. Part 2. Competency and Career Development (Identify and Discuss Strengths and Weaknesses) • In this section, the employee should briefly evaluate his/her competencies: • Strengths or personal assets (e.g., attributes, skills, knowledge, experience) that can be leveraged for career development • Current weaknesses or personal liabilities (e.g., attributes, skill, knowledge, experience) that may limit career development • The Microsoft Competencies can be very helpful in identifying and articulating strengths and weaknesses

9. Part 2. Competency and Career Development (Identify Development Plan for Next Review Period) • Identify 1-2 development objectives for the next Review period – strengths to be leveraged, weaknesses to be addressed • Identify keys to success for achieving each objective, for example: • Resources, tools, or other kinds of support • Training or personal development needs • Information provided for each of the Microsoft Competencies can be helpful in developing objectives

10. Part 2. Competency and Career Development (Discuss Career Interests and Goals) • This section is for discussion only. Written comments are not required. • In the Review meeting, it is important to have a brief discussion of the employee’s longer-term interests, goals, and concerns. This discussion could cover a variety of issues such as: • Things that are motivating or de-motivating to the employee about his/her job and working at Microsoft • Perceived opportunities for learning, growth, and contribution • Jobs or assignments of interest to the employee • Support or assistance the manger can provide

11. Part 3. General Comments This part is really optional. As an employee you can use this part is either burn or build bridges. It’s all up to you • Employee Comments • Reviewer Comments

12. Part 4. Overall Rating and Signatures Ratings are from 1 to 5 with half step increments. 3.5 is about average. • 5.0 • 4.5 • 4.0 • 3.5 • 3.0 • 2.5 • 1.0-2.0