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Reviewer Handbook
Objectives
• Performance Assessment at NIIT
• PACE
– PACE Process
– How to fill up PACE form
– Understanding PACE Score
• Important Timelines
• DO’s and DON’Ts of PACE
2
PERFORMANCE ASSESSMENT AT NIIT
Performance Management Cycle at NIIT
Perspective Planning - [Jan’17]
Cascading Goal sheets - [Apr’17]
Balance Score Card - [May’17]
HYR (Half Yearly Review) - [Oct’17]
PACE (Annual Performance
Review) - [Apr-Jun, 2018]
4
PACE PROCESS
Ensuring Reviews by the Right Manager
Term Definition
Reviewee Reviewee/NIITian to be appraised
First level Reviewer
1st Level Reviewer with whom the reviewee has spent the maximum time during the review period
Another First Level Reviewer
If the reviewee has reported to multiple 1st Level Reviewers during the review period, then the reviewer with whom the reviewee has spent the second highest time shall be the ‘Another’ First Level Reviewer.
Matrix level Reviewer
Is the Matrix 1st Level Reviewer. (S)he will share qualitative comments about the NIITian which will be referred to by the Second Level reviewer and NIITian.
2nd Level Reviewer
Is the 1st Level Reviewer of the current Reporting Manager, even if the First Level Reviewer is not the current Reporting Manager.
Note: The current Reporting Manager shall definitely be either First Level or Another first level.
6
PACE FORM Flow
NIITian submits
PACE form
First Level
Reviewer
Another First Level
Matrix Level
All Submit
2nd
LevelHR
NOTE: • In case, if there are more than One BSC blocks, the same needs to be evaluated by the concerned Reviewer,
before the First level submits the form. First Level Reviewer will have an option to forward the BSC block to the concerned Reviewer.
7
How is PACE Score Calculated?
BSC Score
[80%]
Values & Behavior
Score
[10%]
Qualitative Assessment
[10%]
Overall PACE Score
[100%]
8
PACE Performance Levels
# PACE Score Performance Levels
1 >=100% Extraordinary Performance
2 85 to <100% Valuable Performance
3 70 to <85% Average Performance
4 60 to < 70% Performance Needs Attention
5 <60% Unacceptable Performance
No upper limit to number of NIITians for each Performance Level
For all PACE scores between the threshold of two performance levels (.5 decimal points), rounding off will be applicable and will get reflected in the PACE Performance Level .
Eg.: 84.7 will Become ‘Valuable Performance’ however, 84.4 will remain ‘Average Performance’
9
Scenario #1.1
I have reported to Arpitha (Apr – Oct) & Ken (Nov – till date). Who will be my First Level Reviewer?
Arpitha Ken
10
Scenario #1.1
I have reported to Arpitha (Apr – Oct) & Ken (Nov – till date). Who will be my First Level Reviewer?
Arpitha Ken
Since you have reported to Arpitha for maximum duration. 11
Scenario #1.2
Is it possible to score more than 100% in BSC Score?
Yes No
12
Scenario #1.2
Is it possible to score more than 100% in BSC Score?
Yes No
This depends on the max. allowed achievement of the parameters 13
FILLING UP THE PACE FORM
The PACE FORM
1. Balanced Score Card [BSC] – (Reviewee to fill, first and second level reviewers to approve)
2. Qualitative Comments– Reflect Back on the Year (Reviewee to fill)– Enabling Reporting Manager to Enhance Performance (Reviewee to fill)– Feedback & Key Messages to Reviewee (1st level Reviewer to fill)– Assessment & Feedback (another 1st level Reviewer/Matrix level to fill)
3. Desired Career Options (Current Reporting Manager)4. My Training Plan (Reviewee to add Personal Learning & Development
Plan)
5. Values and Behavior [V&B] Questions6. Overall Assessment
– Qualitative Assessment [QA] (Reviewers to fill)– Final PACE score Calculation [BSC + V&B +QA scores]– 2nd level Reviewer’s Overall Comment on Reviewee’s performance– Key Focus Areas of the Reviewee going forward
15
BSC - 1Qualitative Comments
Desired Career Option
My Training
PlanV&BBSC - 2
Overall Assessment
16
BSC - 1Qualitative Comments
Desired Career Option
My Training
PlanV&BBSC - 2
Overall Assessment
17
Talent Pipeline is created based on the selection of ‘Desired Career Options’. Talent Pipeline facilitates HR in finding the internal talent for Internal Job Posting (IJP)
BSC - 1Qualitative Comments
Desired Career Option
My Training
PlanV&BBSC - 2
Overall Assessment
18
BSC - 1Qualitative Comments
Desired Career Option
My Training
PlanV&BBSC - 2
Overall Assessment
Few guidelines for planning your career:
• You can choose your career in the same or different function/ business, depending upon your knowledge, skill and capability
• The career options will be defined based on the following structure: IBU, Function & Position
• There will always be Individual and Business considerations before finalizing the role changes
19
My
Tra
inin
g P
lan
Training@NIIT
Personal Learning & Development Plan
ELearning
MOOCs, Webinars
Videos
20
Training plan for Next Year
My Training Page
21
Snapshot of – My Training Plan
22
Add PLDP – My Training Plan
23
Values & Behavior (V&B)• Five “Values” are identified – which are required in every NIITian. These
values drives NIITians to perform in the “NIIT way” and enhances the capability of NIIT to deliver sustainable performance:– Organizational Alignment– Professionalism– Customerism – Collaboration– Leadership
• These Values are drawn from the NIIT Vision
• For each “Value”, there are associated statements against which the NIITian is assessed
BSC - 1Qualitative Comments
Desired Career
Options
My Training
PlanV&BBSC - 2
Overall Assessment
24
Defining the five values• Organizational Alignment : This expects all to demonstrate alignment to
organizational values as stated in the Vision document – NIIT is people, NIIT is quality & value, and NIIT is a mission
• Professionalism : This helps to evaluate the basic professional values & behavior that is expected in the way we work and of being a dependable professional
• Customerism: This refers to the customer focus of the individual – ability to understand requirements, having the positive attitude to deliver the best, initiatives taken to provide quality and value to customers
• Collaboration: This refers to how an individual functions and contributes as a team player
• Leadership: Leadership is expected in every individual in every role. It is an attitude of ‘taking the lead’ in all situations and propelling self, team and organizational growth
BSC - 1Qualitative Comments
Desired Career
Options
My Training
PlanV&BBSC - 2
Overall Assessment
25
BSC - 1Qualitative Comments
Desired Career
Options
My Training
PlanV&BBSC - 2
Overall Assessment
261 – Never Observed, 2 – Occasionally Observed, 3 – Frequently Observed, 4 – Almost Always Observed.
Qualitative Assessment
• A 10-point scale assessment to be done by the Reviewer
• The purpose is to take care of circumstances which do not get captured in the objective evaluation
• Through QA, you will typically assesses factors such as:
– Recognizing the possibility of exceptional contribution, unanticipated situations, additional assignments, acts of nature and other similar developments
– Personal contribution on the BSC achievement in the parameters which are related to team goals
– Quantum of effort put in to achieve the targets
– Ability to go beyond the call of duty and to overcome unforeseen exigencies etc.
BSC - 1Qualitative Comments
Desired Career
Options
My Training
PlanV&BBSC - 2
Overall Assessment
27
BSC - 1Qualitative Comments
Desired Career
Options
My Training
PlanV&BBSC - 2
Overall Assessment
28
Overall Assessments – Reviewer Comments
Key Focus Areas Going forward
• The CURRENT Reporting Manager needs to mention a summary of the key focus areas for the
Reviewee for the year ahead
• Understandably, keep in mind the BSC parameters for the year ahead
• The message should be encouraging and forward looking so as to enhance Reviewee’s
performance in the year ahead
2nd level Reviewers Overall Comments
Do not write comments that you cannot support with data
While providing comments on the overall performance of the Reviewee, consciously take guard
against the possible biases and errors. Also provide feedback which will enhance Reviewee’s
performance going forward
It is highly recommended that you have a face to face or at least a Telephonic discussion with the
Reviewee
29
Under no circumstances, should the 1st Level Reviewer submit the
PACE form of the Reviewee without having a discussion with
the Reviewee
It is mandatory for a reviewer to select how (face-to-face or telephonic) and when the review is done.
30
Reviewers MUST NOT disclose the scores of PACE
(BSC, Qualitative Assessment & Values &
Behavior) to the Reviewees. Scores are visible after PACE
is completed.31
Performance Improvement Plan (PIP)
• Mandatory PIP for NIITians with Performance Level -Performance Needs Attention
• PIP to be created during PACE with specific deliverables and timelines
• PIP form available to 2nd level Reviewer for reference & editing, where required
• PIP will be effective from date of Performance Level Communication
• Min. & Max. duration of PIP is 60 and 120 days respectively.
32
Scenario #2.1 – What are the Performance Levels?
Case 1 Case 2
BSC Weightage Goal Achievement Score BSC Weightage Goal Achievement Score
KPA1 40 100 96% 38.4 KPA1 40 100 94% 37.6
KPA2 30 100 120%36
KPA2 30 100 98%29.4
KPA3 15 100 98%
14.7
KPA3 15 100 80%
12
KPA4 15 100 90%13.5
KPA4 15 100 82%12.3
BSC Score 103 BSC Score 91
Weighted BSC Score 82 Weighted BSC Score 73
Weighted V&B Score 9.1 Weighted V&B Score 9.3
QA Score 9 QA Score 8
Overall Rating 100.2 Overall Rating 90.3
Case 3 Case 4
BSC Weightage Goal Achievement Score BSC Weightage Goal Achievement Score
KPA1 40 100 90% 36 KPA1 40 100 70% 28
KPA2 30 100 78%23.4
KPA2 30 100 73%21.9
KPA3 15 100 80%12
KPA3 15 100 72%10.8
KPA4 15 100 85%12.75
KPA4 15 100 65%9.75
BSC Score 84 BSC Score 70
Weighted BSC Score 67 Weighted BSC Score 56
Weighted V&B Score 7.4 Weighted V&B Score 6.0
QA Score 6 QA Score 7
Overall Rating 80.7 Overall Rating 69.4
33
Scenario #2.1 – What are the Performance Levels?
Case 1 Case 2
BSC Weightage Goal Achievement Score BSC Weightage Goal Achievement Score
KPA1 40 100 96% 38.4 KPA1 40 100 94% 37.6
KPA2 30 100 120%36
KPA2 30 100 98%29.4
KPA3 15 100 98%
14.7
KPA3 15 100 80%
12
KPA4 15 100 90%13.5
KPA4 15 100 82%12.3
BSC Score 103 BSC Score 91
Weighted BSC Score 82 Weighted BSC Score 73
Weighted V&B Score 9.1 Weighted V&B Score 9.3
QA Score 9 QA Score 8
Overall Rating 100.2 Overall Rating 90.3
Case 3 Case 4
BSC Weightage Goal Achievement Score BSC Weightage Goal Achievement Score
KPA1 40 100 90% 36 KPA1 40 100 70% 28
KPA2 30 100 78%23.4
KPA2 30 100 73%21.9
KPA3 15 100 80%12
KPA3 15 100 72%10.8
KPA4 15 100 85%12.75
KPA4 15 100 65%9.75
BSC Score 84 BSC Score 70
Weighted BSC Score 67 Weighted BSC Score 56
Weighted V&B Score 7.4 Weighted V&B Score 6.0
QA Score 6 QA Score 7
Overall Rating 80.7 Overall Rating 69.4
34
Understanding PACE ScoreCase 5 Case 6
BSC Weightage Goal Achievement Score BSC Weightage Goal Achievement Score
KPA1 40 100 120% 48 KPA1 40 100 120% 48
KPA2 30 100 108%32.4
KPA2 30 100 108%32.4
KPA3 15 100 65%9.75
KPA3 15 100 140%21
KPA4 15 100 100%15
KPA4 15 100 100%15
BSC Score 105 BSC Score 116
Weighted BSC Score 84 Weighted BSC Score 93
Weighted V&B Score 9.20 Weighted V&B Score 4.00
QA Score 9 QA Score 9
Overall Rating 102.3 Overall Rating 106.1
In addition to the PACE score being >= 100, following two conditions also have to be met for performance to be rated as Extra Ordinary:
• All four KPA Scores to be least 70% of Target • Minimum V&B score of 5
35
Consequences of PACE Performance Levels
# PACE Score Levels Consequence
1 >=100% Extraordinary Performance (EP)
Appropriate CRP increases and Role change, if applicable
2 85 to <100% Valuable Performance (VP)
3 70 to <85% Average Performance (AP)
4 60 to < 70% Performance Needs Attention (PNA) Mandatory PIP
5 <60% Unacceptable Performance (UP) Out counseling
Possible Outcome: For PNA & UP - No CRP Increase, re-deployment lower level or any other executive management decision
36
Important Things to remember
• It is mandatory to upload Tracker/ Email/ Report which validated your performance data for ALL PARAMETERS (Plan R&S)
• Higher the better – When Target is ZERO and Actual is >=0 then 100%,
otherwise ZERO. Achievement% will be editable.
• Lower the better:– Target is ZERO and Actual is <=0 then 100%,
otherwise ZERO. Achievement% will be editable.
– Target is negative and Actual is <= target then 100%, otherwise ZERO. Achievement% will be editable.
37
Important Timelines – PACE 2018
38
StageNot dependent on Annual
ResultsDependent on Annual
Results
12th April 2018: PACE will go Live for all Eligible NIITians
Last date for Reviewees to fill their Forms 30-Apr-18 24-May-18
Last date for completion of 1st Level Reviews 10-May-18 6-Jun-18
Last date for completion of 2nd Level Reviews 21-May-18 15-Jun-18
PACE Escalation Process
1
• After the PACE performance level is communicated, the Reviewee is able to view the an Escalation Form link . This will be made available to the Reviewee for next 10 days.
2
• If the Reviewee disagrees with the PACE score or has any other concern, Reviewee can escalate to HR by filling the online PACE escalation form
3• Reviewee submits the Escalation form to the HR Representative (Business HR)
4
• Business HR will have a discussion with concerned stakeholders & may send the form back to the Reviewee to seek clarification or may close the escalation after offline discussions. The same will be documented in the escalation form
39
S.No. PACE Poll Questions
1 Your PACE review was conducted in an undisturbed environment
2Your review discussion was meaningful and objective, supported with relevant facts and figures
3You have clarity on what you should focus on, or do differently, in order to enhance your performance in the current year
4 The discussion on Values & Behavior (V&B) was interactive & to your satisfaction
• Rating on a 5-point scale; 1: Disagree, 2: Somewhat Disagree, 3: Neither Agree or Disagree, 4: Somewhat Agree, 5: Strongly Agree
40
ENSURING EFFECTIVE REVIEWS
Before the Review
Collect the data and analyze the results.
Check if your performance is on track.
Ensure that you make a list of events that influenced
your performance.
Be prepared to provide some ideas on how to improve
your results.
Determine your strengths and areas of improvement.
42
Do’s and Don’ts for your PACE discussion
Listen actively
Don’t get emotional
Don’t get defensive
OWN your performance & Don’t externalize
Accept your Reviewer’s inputs
Put your points across
43
Possible Biases of Reviewers
Similar to me – one tends to emphasize more with like-minded /similar personalities and hence becomes biased
Positive leniency - want to give everyone high scores
Negative leniency - want to give everyone low scores
Central tendency (forced bell curve) - expecting that in any group there will necessarily be some poor performers and some great performers
44
Possible Biases of Reviewers
Halo effect: the NIITian is a "saint" so must have high scores
Horn effect: the NIITian is a “devil” so must have low scores
Recency effect: over - emphasis on recent performance & events
Stereotyping: Things may not have happened as it always used to be
Gut Feeling: Don’t be too subjective and base your judgment on your gut feeling
45
PACE is an OPPORTUNITY for YOUto position yourself as a MENTOR to your team member
to enable his/her success by identifying specific Training & Developmental needs
to retain him/her in NIIT by providing a CAREER PATH
to give constructive FEEDBACK towards higher performance
to communicate your EXPECTATIONS
46
If you have any queries, feel free to write to ASSIST (iNIITian ASSIST HRO
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