CDP Performance Review and Plan

The NAS ‘Performance Review and Plan’ is designed to:

·  Facilitate communication, discussion, and exchange of ideas between employees and their supervisors.

·  Promote a high level of employee performance through consistent and formal feedback from the supervisor.

·  Create alignment between employee and organizational goals and to assist individual growth and development.

·  Develop a motivated, engaged, and high performing workforce that supports the values of New Age Services Inc.

·  Clearly articulate performance expectations to the employee.

Employee Information

Employee Name:
Position Title:
Supervisor:

Employment Information DD-MM-YY

Initial Employment Date:
Start Date in Current Position:
Date of Last Review:
Date of This Review:

NAS Inc.

VISION

Future inclusive of all, regardless of abilities and challenges.

MIssion STATEMENT

We strive to ensure that adults with cognitive challenges receive personalized care and support to live full and valued lives.

OUR CORE VALUES

Respect: We respect everyone equally. We value diverse life challenges, experiences, opinions, beliefs and faiths in a non-judgmental manner.

Professionalism: We represent New Age Services Inc. in a reliable and responsible manner. We resolve our issues in a civilized manner and avoid conflicts of interest. We value continuous learning and uses feedback constructively.

Altruism: We believe in the spirit of giving with generosity. We act for the welfare of others with a thorough understanding of how our actions affect others.

Ethical: We strive for excellence by following Best Practices Standards and adhering to all legislation that involves our work. We focus on providing best services with a safe and healthy environment.

Integrity: We act with honesty in our work and daily encounters with others. We build trust and take ownership of commitment. Our actions are in good faith.

Relationships: The soul of New Age Services Inc. is the relationships we build with everyone. We value teamwork and help each other to grow. We embrace individualism and believe in inclusion of all.

New Age Services Inc. Values

Part A: Performance Assessment

Demonstrates behaviours and actions that are aligned to our values: respect, professionalism, altruism, ethical, integrity, relationships / ·  Respects everyone equally. Values diverse life challenges, experiences, opinions, beliefs and faiths in a non-judgmental manner.
·  Maintains professionalism in representing New Age Services Inc. in a reliable and responsible manner. Resolves issues in a civilized manner and avoids conflicts of interest. Values continuous learning and uses feedback constructively.
·  Acts for the welfare of others with a thorough understanding of how their actions affect others, altruism is a belief in the spirit of giving with generosity.
·  Strives for excellence and follows ethical Best Practices Standards and adheres to all legislation that involves our work. Focuses on providing best service within a safe and healthy environment.
·  Acts with honesty in work and daily encounters with others; builds trust and takes ownership of commitment. Practices Integrity by acting in good faith.
·  Builds relationships with everyone, values team work and helps others to grow. Embraces individualism and believes in inclusion of all.
Assessment:
☐ Below ☐ Meets ☐ Exceeds / Comment on strengths/opportunities (examples must be provided):

Competencies:

Respect, professionalism, altruism, ethical, integrity, and relationships are our values. The ten competencies below describe how employees perform work in order to contribute to the success of New Age Services Inc. Discuss how well the employee is currently demonstrating these competencies, and how he/she can further develop them. The descriptions below are for an employee who “meets expectations”.

Communication

Describes individuals who listen to others and communicate in an effective manner that fosters open communication. These individuals can adapt their communication to others. / §  Adapts content, style, tone and medium of communication to suit the target audience’s language, cultural background and level of understanding
§  Takes others’ perspectives into account when communicating, negotiating or presenting arguments (e.g., presents benefits from all perspectives) communicating effectively as a member of the client’s network
§  Responds to and discusses issues/questions in an understandable manner without being defensive and while maintaining the dignity of others
§  Documentation notes with clients, guardians, family and network as required for the ISP and Support Plan development
§  Submits monthly timesheet, expense claims as per NAS policy
Assessment:
☐ Below ☐ Meets ☐ Exceeds / Comment on strengths/opportunities (examples must be provided):

Flexibility

Describes individuals who can adapt to and work effectively within a variety of situations, and with various individuals or groups. Understanding and appreciating different and opposing perspectives on an issue or situation, adapting one’s approach as the requirements of a situation change, and changing or easily accepting changes in one’s own organization or job requirements. These individuals can adapt their tactics. / §  Decides what to do or how to do something based on the situation
§  While maintaining the same overall goal or strategy, changes how to accomplish the goal. Acts to fit the situation or the person involved
§  Evaluates the situation and decides what approach to take based on the demands of the situation or the needs of the person
§  This may involve changing guidelines, processes, outcomes, etc., but would not include changing the overall strategy
Assessment:
☐ Below ☐ Meets ☐ Exceeds / Comment on strengths/opportunities (examples must be provided):

Client Focus

Identifies and responds to current and future client needs, providing services excellence to clients. These individuals can anticipate and adapt to internal and external clients. / §  Maintains ongoing communication with clients
§  Regularly and systematically contacts clients to determine their needs
§  Uses understanding of client’s perspective to identify constraints and advocate on their behalf
§  Works with clients to adapt services, products or solutions to meet their needs
§  Encourages co-workers and teams to achieve a high standard service excellence
§  Anticipates areas where support of influence will be required and discusses situation/concerns with appropriate individuals
§  Proposes new, creative and sound alternatives to improve client service
Assessment:
☐ Below ☐ Meets ☐ Exceeds / Comment on strengths/opportunities (examples must be provided):

Creative Problem Solving and Decision Making

Identifies and solves problems by understanding the situation, seeks additional information, develops and weighs alternatives, and chooses the most appropriate course of action given the circumstances. Understands breaking the issues into smaller pieces or by identifying patterns or connections between situations that are not obviously related can solve problems. This individual identifies and considers options to solve a problem or issue. / §  Generates multiple alternative solutions
§  Thinks imaginatively in order to develop creative solutions or options for which there are few or no precedents
§  Thinks “outside the box” to identify new solutions
§  Evaluates alternative solutions and identifies and acts on the optimum course of action
§  Is prepare to try out different solutions while maintaining a safe environment
§  Recognizes underlying issues and the implications of decisions or courses of action
Assessment:
☐ Below ☐ Meets ☐ Exceeds / Comment on strengths/opportunities (examples must be provided):

Values and Ethics

Depicts conduct, dispositions and viewpoints consistent with personal integrity, as well as concern for, and sensitivity to, the fundamental values and ethics of the agency/organization/sector and the profession. . This individual acts in accord with values and ethics when it is not easy to do so and promotes values and ethics in the profession. / §  Recognizes workplace practices and conventions that diverge from espoused professional ethics of the workplace and questions and challenges the discrepancies, occasionally at considerable risk to personal interest in the workplace
§  Practices and fosters in others ongoing, creative inquiry into the practical meaning of fundamental values of the profession
§  Demonstrates adherence to all ethical standards and encourages others to do the same
§  Promotes dialogue on relevance of ethics and values to daily issues and relevance of daily issues to the public good
Assessment:
☐ Below ☐ Meets ☐ Exceeds / Comment on strengths/opportunities (examples must be provided):

Team Work and Professional Excellence

Works collaboratively with others to achieve common goals and positive results. This individual fosters teamwork and strives to improve their performance. / §  Assumes responsibility for work activities and coordinating efforts
§  Promotes team goals
§  Seeks others’ input and involvement and listens to their viewpoints
§  Shifts priorities, changes style and responds with new approaches as needed to meet team goals
§  Suggests or develops methods and means for maximizing the input and involvement of team members
§  Acknowledges the work of others
§  Will actively suggest ideas for improving processes. Makes specific changes in the system or in own work methods to improve performance
§  Is prepared for meetings, contributes recommendations and anticipates barriers to implementing these recommendations. Is persistent in finding better ways to do things
§  Examples may include suggestions that will improve a number of programs; or doing something better, faster, at a lower cost, more efficiently; or improves quality without setting any specific goal
§  Will enthusiastically volunteer to take on additional tasks
Assessment:
☐ Below ☐ Meets ☐ Exceeds / Comment on strengths/opportunities (examples must be provided):

Job-Specific Competencies:

Fostering Independence in Others

Describes individuals who enable others to be self-sufficient and to nurture self-determination, sharing of responsibility with individuals and groups so that they have a deep sense of commitment and ownership. They provide training and support. / §  Demonstrates how to accomplish tasks to acceptable levels, and provides them with the information, tools and resources to best function and enables them to complete tasks and/or make decisions
§  Maintains clear communication regarding mutual expectations
§  Provides instruction, guidance and support in a helpful and supportive manner
Assessment:
☐ Below ☐ Meets ☐ Exceeds / Comment on strengths/opportunities (examples must be provided):

Self Control

Keeps one’s emotions under control and restraining negative responses when provoked or when faced with opposition or hostility from others, or when working under conditions of stress. This individual manages self in highly adverse situations. / §  Maintains self-control in the face of personally offensive provocation, and continues to work toward effective/acceptable solutions
§  Ensures own safety and safety of others
Assessment:
☐ Below ☐ Meets ☐ Exceeds / Comment on strengths/opportunities (examples must be provided):

Collaboration

Communicating with others both within one’s team as well as with individuals, agencies and organizations outside one’s immediate work area or span of control to create alignment within and across groups. It is not only encouraging but expecting collaborative efforts and information sharing across agency/organizational lines toward shared outcomes. This individual encourages others. / §  Credits others who have performed well
§  Encourages and empowers others, making them feel strong and important
§  Demonstrates own commitment to important initiatives by actively contributing to the efforts of a team and by recognizing the contributions of other team members
§  Is quick to provide guidance and support to new team members/other teams to facilitate learning
§  Encourages people to continue their efforts when they become discouraged
§  Objectively represents the needs of won work area in cross functional initiatives
Assessment:
☐ Below ☐ Meets ☐ Exceeds / Comment on strengths/opportunities (examples must be provided):

Overall Performance Summary ☐ Below ☐ Meets ☐ Exceeds

Supporting Comments (must be provided):

Part B: Review of Work Goals and Learning Objectives Established at Previous Performance Development and Plan (if applicable)

Previous Goal / Objective / Comments Regarding Results

Part C: Carry Forward and New Goals and Objectives

Goal/Objective:
Achievement Plan/Targeted Completion Date:
Check-In Dates:
Comments Regarding Progress:
Goal/Objective:
Achievement Plan/Targeted Completion Date:
Check-In Dates:
Comments Regarding Progress:
Goal/Objective:
Achievement Plan/Targeted Completion Date:
Check-In Dates:
Comments Regarding Progress:

Part D: Acknowledgments - Signatures

Employee Name:
  I would like to attach my ‘Self-Assessment’ to this document.
  I will be providing my overall comments which I would like to be attached to this document. / Signature:
*I have read and discussed this evaluation with my supervisor. My signature means that I have been advised on my performance and does not necessarily imply that I agree with the contents of this review.
Supervisor Name: / Signature:
Coordinator Name: (if different from Supervisor) / Signature:
Date of Next Review:
**Original to be kept in the employee’s file, and a copy of this document should be provided to the employee. Please remember to attach the employee’s ‘Self-Assessment’ and overall comments to this document (if applicable).

By signing below, I confirm that I have read, understood and agree to abide by both the CET Quality of Service Standards & the New Age Services Policy & Procedure Manual in their entirety.

Employee Name: / Employee Signature: / Date:
Agency Representative Name: / Agency Representative Name: / Date:

Part B of the NAS Manual and CET Staff Agreement