Performance Management Process - Oklahoma

PERFORMANCE MANAGEMENT PROCESS

It is not merely evaluation.

STATE OF OKLAHOMA

TRAINING AND DEVELOPMENT OFFICE OF MANAGEMENT AND ENTERPRISE SERVICES HUMAN CAPITAL MANAGEMENT

About HCM Training and Development

Members of the Human Capital Management (HCM) Training & Development Team assess the supervisory and managerial training and development needs of state employees and develop and administer training courses and developmental activities to meet those needs. Team members also coordinate efforts among state agencies to share training and educational resources.

This publication was printed by the Office of Management and Enterprise Services as authorized by Title 62, Section 34. 200 copies have been printed at a cost of $560. A copy has been submitted to Documents. in accordance with the Oklahoma State Government Open Documents Initiative (62 O.S. ? 34.11.3). This work is licensed under a Creative Attribution-NonCommercial-NoDerivs 3.0 Unported License.

TABLE OF CONTENTS

Performance Management Process

1

Planning Phase Overview

2

Write S.M.A.R.T. Goals

3

Set Performance Standards

5

Define Behaviors

9

Coaching Phase Overview

15

Provide Feedback

16

Give Effective Feedback

17

Reviewing Phase Overview

19

Avoid Rater Bias

20

Legal Requirements

21

Tips for Evaluations and Meetings

23

Final Checklist

25

Sources

26

3

Performance Management Process

Performance management is a communication process by which managers and employees work together to plan, monitor and review an employee's work objectives and overall contribution to the organization. More than just an annual performance review, performance management is the continuous process of setting objectives, assessing progress and providing ongoing coaching and feedback to ensure that employees are meeting their objectives and career goals.

There is much more to performance management than the annual performance review meeting. Performance management is a continuous process of planning, coaching and reviewing employee performance.

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1

Planning Phase Overview

The planning phase is a collaborative effort involving both managers and employees during which they will:

Review the employee's job description to determine if it reflects the work that the employee is currently doing.

Identify and review the links between the employee's job description, his or her work plan, and the organization's goals, objectives and strategic plan.

Develop a work plan that outlines the tasks or deliverables to be completed, the expected results and the measures or standards that will be used to evaluate performance.

Identify critical areas that will be key performance objectives for the year. The choice of areas may be determined by the organization's strategic plan, by the employee's desire to improve outcomes in a certain part of his or her job or by a need to emphasize a particular aspect of the job.

Identify training objectives that will help the employee grow his or her skills, knowledge and competencies related to the work.

Identify career development objectives that can be part of longer-term career planning.

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