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© Business & Legal Reports, Inc. 0807
Identify the importance and benefits of performance reviews
Assess and prepare necessary documentation
Set motivational performance goals
Plan for effective appraisal interviews
Conduct fair and beneficial appraisals
Avoid discrimination charges
Session ObjectivesSession Objectives
© Business & Legal Reports, Inc. 0807
Why Reviews Are Important
Recognize accomplishments
Guide progress
Improve performance
Recognize accomplishments
Guide progress
Improve performance
© Business & Legal Reports, Inc. 0807
Why Reviews Are Important
Review performance
Set goals
Identify areas for improvement
Discuss career advancement
© Business & Legal Reports, Inc. 0807
Performance Review Benefits For the Organization• Documentation
• Employee development
• Feedback
• Legal protection
• Motivation system
© Business & Legal Reports, Inc. 0807
Performance Review Benefits For the Employee
Motivation
Direction
Feedback
Input
© Business & Legal Reports, Inc. 0807
Prohibits discriminatory practices related to performance reviewsEqual Pay Act
Prohibits discrimination against disabled employees
Americans with Disabilities Act
(ADA)
Prohibits discrimination against pregnant employees or those who may become pregnant
Pregnancy Discrimination Act
Title VII of Civil Rights Act of 1964
Performance Reviews and Discrimination
Prohibits employment discrimination, including race, national origin, religion, age, sex
© Business & Legal Reports, Inc. 0807
• Failure to communicate standards
• Failure to give timely feedback
• Failure to allow employees to correct performance
• Inconsistency in measuring performance
• Failure to document performance objectively
Legal Problems and Discrimination Charges• Failure to communicate standards
• Failure to give timely feedback
• Failure to allow employees to correct performance
• Inconsistency in measuring performance
• Failure to document performance objectively
© Business & Legal Reports, Inc. 0807
Which Law Is Which?Match the term with its explanation below.
ADA
Equal Pay Act
Title VIII
Pregnancy Discrimination
Act
Prohibits discriminatory practices related to performance reviews
Prohibits discrimination against pregnant employees or those who may become pregnant
Prohibits discrimination including race, national origin, religion, age, and sex
Prohibits discrimination against disabled employees
© Business & Legal Reports, Inc. 0807
Performance Review BackgroundDo you understand:
• Why reviews are important?
• The benefits of reviews?
• The laws that cover discrimination?
© Business & Legal Reports, Inc. 0807
Performance Review Form• Define performance
expectations
• Describe measurement tools
• Use a rating system
• Cover specific examples
• Set measurable goals
© Business & Legal Reports, Inc. 0807
Measure PerformanceMeasurement systems need to be:
• Specific
• Fair
• Consistent
• Clear
• Useful
© Business & Legal Reports, Inc. 0807
Measure Performance (cont.)
Systems can be:
• Numerical
• Terms
• Management by Objectives (MBO)
• Behavior oriented
Note: ASU uses a numerical system!
© Business & Legal Reports, Inc. 0807
• Be objective
• Include all employees
• Provide complete and accurate information
• Document regularly
Document Performance
© Business & Legal Reports, Inc. 0807
Measuring PerformanceFILL IN THE BLANKS
1. _____________________________ is a system of ratings that measures how well an employee reached specific goals or objectives.
2. One of the most common rating scales is _________ because it is perceived to be the most objective. ASU uses a numeric-based system.
Management by Objectives (MBO)
numerical
© Business & Legal Reports, Inc. 0807
3. Systems can also measure effort or results with _________ you can observe and track, such as attendance or initiative.
4. Measurement _____ can also be used as long as they are specific, meaningful, and distinct.
Measuring Performance (cont.)
behaviors
terms
FILL IN THE BLANKS
© Business & Legal Reports, Inc. 0807
Set Goals• Based on job requirements
• Realistic
• Measurable
• Observable
• Challenging
• Prioritized
© Business & Legal Reports, Inc. 0807
Employee Input• Employees take an
active role:• Setting goals
• Designing action plans
• Identifying strengths and weaknesses
• Employees participate in the performance review meeting
© Business & Legal Reports, Inc. 0807
PreparationEmployees:
• Review performance
• Think about new goals
© Business & Legal Reports, Inc. 0807
Preparation (cont.)
Supervisors:
• Review performance
• Complete written review form
• Think about new goals
• Schedule time and place
© Business & Legal Reports, Inc. 0807
Start the Meeting• Avoid interruptions
• Lay out agenda
• Encourage input
• Give good news first
© Business & Legal Reports, Inc. 0807
• Focus on the professional
• Give objective examples
• Invite response
• Listen actively
• Create “we” mentality
Presentation Tips
© Business & Legal Reports, Inc. 0807
During the MeetingReview performance:
• Based on previous goals
• Noting strengths and accomplishments
• Identifying areas for improvement
© Business & Legal Reports, Inc. 0807
During the Meeting (cont.)
Set goals:
• Based on organization’s goals
• Building on areas that need improvement
© Business & Legal Reports, Inc. 0807
End the Meeting• Encourage good
performance
• Lay out action plan
• Communicate outcome of goals not met
• Confirm understanding
© Business & Legal Reports, Inc. 0807
An employee comes to a performance review meeting without having identified whether past performance goals have been met.
An employee comes to a review meeting with a goal for the next period that you do not agree with.
You have a review meeting with an employee without having completed your written review of the employee using your organization’s form.
Is This Acceptable?Yes or No
© Business & Legal Reports, Inc. 0807
During a review meeting, you try to listen intently to what the employee is saying.
You professionally notify an employee during a review meeting that his or her performance is not up to par and that it better improve “soon.”
Is This Acceptable?Yes or No (cont.)
© Business & Legal Reports, Inc. 0807
Review ProcessDo you understand:
• Review forms?
• Measuring and documenting performance?
• Preparing for review meetings?
• Conducting review meetings?
© Business & Legal Reports, Inc. 0807
Key Points to Remember
You must conduct objective performance reviews on a scheduled basis
Reviews tell employees how they’re doing and how they can improve
Reviews help create a system of motivation and rewards based on performance