Activity/Performance Review
Examples of goals: Clerical roles
Information supplied to the satisfaction of the customer and 95% of enquiries cleared within three working days. / Lack of complaints.
Manager observation of activity. Recording customer feedback of good service.
Utilise the Agresso system to order good and maintain accurate budget records, produce agreed reports to agreed time scale for budget holders. / Accurate reports provided to time scale.
Accurate entering onto Saturn of student information for all new undergraduate students by 30 October. / Absence of errors identified later.
Random sampling by manager.
Provision of error free exam papers and lecture handouts to agreed time scales. / Feedback from at least three customers.
Act as mentor for new member of staff in accordance with guidance at / No evidence, mentoring isa confidential process.
Ensure Compliance with data protection act by setting up and maintaining research records containing personal medical details. / Manager observation.
Assist office team by recognising peaks of workflow and contributing to filing, photocopying and faxes etc. / Manager observation.
Completes assigned work (you will need to define this specifically) efficiently and in an organised manner within an established time frame, while taking into consideration current workload. / Matches the work definition.
Arrange travel and hotel requirements taking account of cost effectiveness, needs of the traveller and within the agreed time scales. / Appropriate travel and hotel arrangements made.
Cost comparisons.
Make conference arrangement, ie advertising, booking rooms, equipment, organising registration. / Smoothly run conference. Manager observation.
To train X in the process Y so that there is cover for the role holder’s absence by agreed date. / X can demonstrate the appropriate competence.
Produce accurate minutes of School Research Committee meetings for the Chair within three working days and distribute minutes within two working days of Chair’s approval. / Record of distribution of minutes.
Compile a manual detailing all administrative procedures which are required to assist the Research and Development Co-ordinator in the smooth and effective running of the course. / First draft completed by agreed dateand circulated to Research and Development Co-ordinator for comments.
Ensure that all classes have appropriate lecture or teaching rooms booked at least one month before the class is due to run. / Manager’s observation.
Feedback from academic staff as to satisfaction with the outcomes.
Provide costings for new equipment required for refurbishment of office space. / Costings available.
Produce and /or maintain procedural instructions for completing a specific task or process ensuring compliance with any legal requirements and University Policy. / Procedural guidance on view.
Manager observation.
Feedback from users of guidance.
Ensure that the Researchers Programme database is up to date and improve the ease with which information is obtained from it for mail merges etc by setting up effective queries. Faster and more efficient production of letters and other personalised documents. / The database is used to assist the handling of telephone/e-mail enquiries concerning the New Researchers course.
Organise Open Days/Tours, issue invitations and supporting material, ensure all staff involved have the required information, book rooms, catering, transport as required. / Well run Day/Tour.
Feedback from students and academic colleagues.
Manager observation.
Design a database in order to more effectively monitor stationery usage and needs. / Timely ordering of stationery, no interruptions of supply, possibly reduced expenditure.
Ensure that as many paper records as possible are destroyed in a proper manner or archived. / More storage space becomes available.
Discuss with my key customers (agreed date) agreeing with each two ways in which my service to them will be improved and implement these changes to their satisfaction by (agreed date). Discuss these changes at the appropriate team meeting and indicate the costs and benefits of these changes. / Feedback from customers.
Report to team meeting.