TOWN OF OLDS

STAFF PERFORMANCE APPRAISAL

AND PLANNING GUIDE

(This short form is for use with those employees in positions requiring essentially day-to-day operational tasks)

Employee Name:

Job Title:

Department:Community Services

Immediate Supervisor:

Appraisal Period Covered:2001

Anniversary Date:

Type of Appraisal:three month probationary and benefit review

six month salary review

annual appraisal

Instructions:

The Performance Planning and Review process links individual performance to the Town of Olds goals and priorities. The purpose of this document is to focus individual and collective efforts on a common set of goals. This process is designed to enhance productivity, work quality, planning capabilities and job satisfaction ~~ organization wide.

Please consider the following Town of Olds goals and priorities when completing the document:

We are responsible:

To our clients:

Present a “people first” attitude.

To our people:

To focus on the development of a Town of Olds organization that is both effective and efficient.

For our resources:

To provide direction for the long term growth and development of the community.

Process:

  1. One month prior, Human Resources will send out appraisal document to the supervisor, with the deadline date for return indicated.
  2. The supervisor will set a date for the appraisal with the employee and will pass on the blank appraisal form to the employee for completing.
  3. the employee completes the appropriate sections of the appraisal document and returns it to the supervisor at least 48 hours prior to the appraisal meeting.

Part A:Briefly Summarize Past Year’s Accomplishments and Professional Development Activity

Part B:Complete Individual Goals and Objectives

Part C:Detail Professional Development Plan for Upcoming Year

Part D:Complete Copies of Performance Assessment

*This document could also be used as a peer evaluation form if the employee and supervisor agree to conduct a peer evaluation with a relevant group of peers.

  1. The supervisor prepares for appraisal by also completing appropriate sections.
  2. The appraisal takes place.
  3. Immediately after the appraisal meeting, the completed form, including overall comments is returned to Human Resources for processing. Human Resources will forward to the Chief Administrative Officer for review and approval. The supervisor should ensure that the document has been signed by both parties and that appropriate copies have been made prior to forwarding the completed appraisal to Human Resources.

Feel free to bring any other relevant information pieces to the appraisal meeting. These attachments will not be added to the employee’s personnel file in Human Resources but may provide additional support / information to the supervisor regarding past accomplishments.

If necessary, you may wish to review your current job narratives in conjunction with your supervisor and make any required revisions. Please notify Human Resources of any agreed upon changes.

Use the following rating scale when completing Part C: Performance Assessment:

ExceptionalPerformance which clearly and significantly exceeded expectations

Fully SatisfactoryPerformance which exceeded expectations

EffectivePerformance met expectations

Needs ImprovementPerformance does not meet expectations

Not assessedUnable to respond due to lack of applicability to job function

Please contact the Human Resources office if you require assistance in completing this form.

The opinions provided on this appraisal form are considered “personal information” under the Freedom of Information and Protection of Privacy Act. It is used for the purposes of performance evaluations and will be retained for a minimum of one year by the Human Resources department. Individuals will be provided with a copy of the evaluation and additional access to this information will be available through the Human Resources Department.

A.(i)Summary of Past Year’s Accomplishments

Employee Comments:

Supervisor Comments:

(ii)Summary of Past Year’s Professional Development Activities

Employee Comments:

Supervisor Comments:

B.Individual Goals and Objectives

List some of your goals and objectives relating to your position for the upcoming year. Keep in mind the goals of organization as a whole.

Employee Comments:

Supervisor Comments:

C.Professional Development Plan

(i)Current Year:

Employee Comments:

Supervisor Comments:

(ii)Long Range Plans:

Employee Comments:

Supervisor Comments:

D.Performance Assessment

(To be completed by the Supervisor)

Exceptional / Fully
Satisfactory / Effective / Needs
Improvement / Not
Assessed
1. / Job / technical knowledge. Adequacy of practical skills and knowledge required to accomplish the work effectively. /
2. / Quality of Work. Effectively meets work standards and consistently achieves high quality results that relate to accuracy, thoroughness, dependability and usefulness of results.
3. / Quantity of Work. Produces appropriate quantities of high quality work in relation to reasonable expectations, availability of adequate resources, etc.
4. / Organization. Effectiveness in setting priorities and managing time and other resources to meet schedules and deadlines.
5. / Interpersonal Relations. Gets along well with others using fairness, tact and diplomacy. Maintains a positive and productive relationship with others.
6. / Communication. Communicates effectively with people. Proficiency of oral and written communication and effectiveness in presenting and sharing ideas with others (in meetings, etc.).
7. / Teamwork. Encourages teamwork and participates effectively on the Town of Olds Team. Demonstrates a willingness to listen and analyze the ideas of others.
8. / Customer Service. Understands and consistently provides exceptional customer service. Seeks out and listens to customer’s needs.
9. / Loyalty. Sense of personal commitment to the Town’s goals and objectives.
10. / Judgement. Makes logical, reasonable and sound decisions. Knows when to act independently or to seek assistance.
11. / Initiative. Thinks independently with minimal direction and applies new concepts and techniques.
12. / Dependability. Maintains confidentiality, completes work under deadlines, follows through on assignments. Is punctual and flexible.

Comments:

D.Performance Assessment

(To be completed by the Employee)

Exceptional / Fully
Satisfactory / Effective / Needs
Improvement / Not
Assessed
1. / Job / technical knowledge. Adequacy of practical skills and knowledge required to accomplish the work effectively. /
2. / Quality of Work. Effectively meets work standards and consistently achieves high quality results that relate to accuracy, thoroughness, dependability and usefulness of results.
3. / Quantity of Work. Produces appropriate quantities of high quality work in relation to reasonable expectations, availability of adequate resources, etc.
4. / Organization. Effectiveness in setting priorities and managing time and other resources to meet schedules and deadlines.
5. / Interpersonal Relations. Gets along well with others using fairness, tact and diplomacy. Maintains a positive and productive relationship with others.
6. / Communication. Communicates effectively with people. Proficiency of oral and written communication and effectiveness in presenting and sharing ideas with others (in meetings, etc.).
7. / Teamwork. Encourages teamwork and participates effectively on the Town of Olds Team. Demonstrates a willingness to listen and analyze the ideas of others.
8. / Customer Service. Understands and consistently provides exceptional customer service. Seeks out and listens to customer’s needs.
9. / Loyalty. Sense of personal commitment to the Town’s goals and objectives.
10. / Judgement. Makes logical, reasonable and sound decisions. Knows when to act independently or to seek assistance.
11. / Initiative. Thinks independently with minimal direction and applies new concepts and techniques.
12. / Dependability. Maintains confidentiality, completes work under deadlines, follows through on assignments. Is punctual and flexible.

Comments:

Overall Comments:

Supervisor:

Employee:

Supervisor’s SignatureEmployee’s Signature

DateDate

Recommended Action:

Continue probationary appointment for monthsGrant Regular Appointment

Award Increment:From to Other Action

Supervisor’s Comments / Action Required:

Supervisor SignatureDate

Director SignatureDate

Chief Administrative Officer SignatureDate

Staff Performance Appraisal and Planning Guidepage #1