2008 Employee Performance Review Handbook Cover Update
2008 Employee Performance Review Handbook Cover Update
2008 Employee Performance Review Handbook Cover Update
Employee Performance
Review Handbook
www.rcoe.us
Table of Contents
Preparation
Proper preparation makes the evaluation process not only • Consider the actual duties — Evaluate the duties/
easier, but more effective and worthwhile. If you are tasks that are routinely performed. Although the
responsible for the evaluation of more than one individual, employee may perform some higher-level tasks,
develop a timeline to allow for the completion of a evaluate whether that is the norm or an exception.
meaningful evaluation and conference for each employee.
The following list provides some key items to review as
part of the preparation process. • Consider the entire period of time —The
performance review should cover the entire period
• Review the job description — Consider the typical of the evaluation, and not just emphasize the
duties as well as the skills, knowledge, and abilities most recent period. There is a tendency to focus
that are considered the standards for an employee in on more recent performance and neglect earlier
that specific type of classification/position. The job performance. When performance over time shows
description is to be used as a frame of reference. This a trend, such as improvement or deterioration, that
also provides an opportunity to assure that there has should be addressed. For example, if attendance has
not been a gradual change in the employee’s duties, been unsatisfactory and balances are in deficit, but
such that the job classification has been modified. there has been improvement, the rating would be
RCOE classified and certificated performance reviews “unsatisfactory” reflecting the rating for the entire
have ratings guides to assist evaluators in determining evaluation period, but the comments should make
reliable ratings. reference to the improvement and the expectation that
the improvement will be sustained.
1
Preparation . . . continued
• Consider current performance – A long-time • Dual Supervision — If an employee has multiple
employee with exemplary performance in the past supervisors, it is important that the evaluating
or in previous assignments, may nevertheless need supervisor receives input from the other supervisors
to improve in performance at present. Do not avoid and achieves concurrence in the performance
citing the need for current improvements, as previous appraisal. Be reminded that only supervisory and
performance is no guarantee of continued excellence. management employees may evaluate classified
It is helpful to acknowledge the previous high level employees, and certificated employees must be
of performance, while stating the need to once again evaluated by certificated managers or supervisors.
perform at that level.
• Incorporate and reference pertinent evidence – The
• Review performance and accomplishments – performance review should reflect the employee’s
Some evaluators tend to cite personality traits rather performance during the evaluation period, so if there
than observable, objective behaviors. It is more are commendations or disciplinary matters from that
useful to provide examples of behavior that are period, they should be cited in the formal written
evidence of a poor attitude, than to make a blanket performance review. If there has been improvement
statement that attitude needs to improve. Be specific since the earlier discipline, include that comment,
and concrete. Such evidence makes the employee but do not ignore the earlier issues because of the
less defensive and provides better information on improvement. The improvement may turn out to be
how and what to improve. Specific examples also temporary and the “glowing” evaluation will have
make the evaluation less subject to accusations of wiped the slate clean if it does not cite the earlier
evaluator bias and undue subjectivity. Be sure to discipline.
evaluate the employee’s performance in terms of
responsibilities and tasks that you have regularly • Complete the form – The formal performance
and directly observed during the rating period. As review will become part of the employee’s permanent
the evaluator must take ownership of the content personnel record. It must be completed properly
of the performance review, it is important to avoid and accurately, and be free from typographical,
statements that are second- or third-hand, such as, “It grammatical and syntactical errors. It sounds simple,
has been reported that …” When the evaluator does but follow the instructions for the performance
receive “reports,” she/he should attempt to validate reviews, including determining the overall ratings.
the information before using it in an evaluation. It is Forms are available on the RCOE network as
acceptable to say, “Five parent complaints about your templates in Word.
phone manners have been received.”
• Assure a consistent message - Review what you
• Recognize the difference between quality and have written as Comments, the item ratings, and
quantity — It is necessary to distinguish between the overall ratings to be sure that they are logical,
congruent, and consistent.
quality and accuracy of work and how much work is
produced. RCOE needs both highly productive and
competent workers, so an employee who produces a
lot of work with many errors is no more acceptable
than someone who spends an inordinate amount
of time getting one project perfect. An employee
with poor attendance would also be rated as having
impaired productivity, even if the work is accurate.
2
Preparing for the Evaluation Conference
The purpose of the performance review conference is to be dialogue to assure understanding, the evaluator
discuss the job performance of the employee. Conduct should not be defending the evaluation or engage in
the conference in private and at a time that has been argument. With proper use of examples and year-
scheduled in advance. Allow enough uninterrupted time long communication and supervision, the evaluation
to do justice to the process and to honor the importance of should largely be able to “speak for itself.” The
this event to the employee. employee may provide a written response at any time
for attachment to the evaluation.
• Schedule a conference at a time and place that is
convenient and comfortable for both of you without • Develop questions to encourage employee feedback,
interruptions from phone calls, people walking in, etc. comments, and/or elicit concerns.
Have enough flexibility in your schedule to deal with
meetings that take longer than you expected. • Review the Performance Review with your supervisor
if you have unresolved questions or concerns
• Plan your approach to the conference. Starting regarding the evaluation procedure. For classified
with positive areas or strengths may present a more and leadership team evaluations secure division
conducive environment for discussion, but be careful head approval before meeting with the employee.
to avoid sending a mixed message by minimizing the Division heads with instructional programs may
significance of the written evaluation. allow certain evaluations to be completed without
prior approval, however, evaluations with ratings of
• Anticipate the employee’s reaction, questions and/ “Unsatisfactory” should be reviewed by the division
or concerns. Questions are often not related to head before meeting with the employee. Certificated
performance, but rather organizational structure, performance reviews require division head approval
career advancement, employee conflicts, etc. when the overall ratings are “Needs to Improve” or
“Unsatisfactory.”
• Remember that the meeting is for the evaluator
to explain the performance review and assist the • The employee may request that his or her union
employee in understanding areas of strength and representative be present at the meeting.
those needing improvement. So while there should
3
Conducting the Evaluation Conference . . . continued
• Describe and discuss each factor. Present your • Invite the employee to submit a response (for
rationale for the rating and invite comment from the attachment) if he/she wishes.
employee. Cite examples to support your rating.
Refer to the Performance Indicators to support the • Close the conference with the dating and signing of
rating if there is a question. the form. The signatures indicate verification of the
evaluation process. If the employee should refuse to
• Focus on the performance, actual behaviors and sign the Performance Review form, don’t get upset;
actions, and not the personality of the employee. just refer to the statement at the bottom of the form,
which indicates to the employee that his/her signature
• When possible, collaborate with the employee does not necessarily indicate agreement, etc. If the
regarding how he/she can improve and what the employee still refuses to sign the form, the evaluator
evaluator can do to assist in meeting goals. If should write on the form that the employee refused to
necessary, be directive regarding improvement and sign, date, and initial it. If there are witnesses, such
goal setting. as a union representative, note their names as present.
Give the employee a copy.
• Review areas needing improvement. Describe and
elaborate on the goals or plan outlined to improve • Schedule a follow-up meeting as necessary to monitor
performance. It is important that you relay your progress on goals.
support and belief that the employee has the capability
and motivation to improve. It may also be appropriate
to review the results of previously established goals or
the Teacher Performance Agreement.
4
Ineffective Conferencing Techniques
Conferencing techniques that are perceived as vindictive, • Sending mixed messages, such as “wishy-washy”
unfair, and arbitrary will undermine the effort to have comments that are not consistent with the written
the employee accept the evaluator’s review and accept document.
responsibility for the need to improve.
• Not providing the employee an opportunity to respond
Consequently, the evaluator should avoid: to the Performance Review ratings and comments.
• Attacking the employee’s personality traits. • Arguing with the employee. The Performance
Review is the supervisor’s document reflecting his
• Giving low ratings without providing specific or her substantiated opinion. The employee does not
examples or reasons to support the ratings. have to agree. The union representative’s role is to
assure that the process is correct, but not to argue the
• Surprising the employee with problem areas that have content of the Performance Review.
not been shared with the employee previously.
If the evaluator learns something in the meeting that
• “Trash canning” the employee with everything that is would cause a change in the performance review, such as
wrong. incorrect facts, the change should not be made during the
meeting, especially if the evaluator’s director and division
• Cutting the conference short because not enough time head have signed the review. The evaluator should say
was allowed for the meeting. that he/she will consider a change and will schedule
another meeting after having the opportunity to review
• Providing only conclusions or subjective comments the matter. If a correction is warranted, discuss it with the
instead of specific objective observations or other signatories and get their concurrence. Corrections
statements. can be made, but the evaluation is not to be negotiated
with the employee.
• Criticizing and not providing recommendations for
improvement or assistance. Performance reviews are permanent personnel records and
cannot be removed from the personnel file, so straighten
• Providing only negative comments, rather than everything out first.
focusing on entire performance.
5
Key Points to Remember in Writing Evaluations
The primary purpose of the evaluation is for Avoid hinting or being too subtle in your comments
improvement of employee performance, even for top in order to avoid misinterpretation. Be sure to use
performers. concise language at all times.
Two of the other purposes of writing performance Avoid overusing the word “you” in criticizing, but
reviews are to communicate and document be sure to use it in complimenting. That is, when
information concerning the employee’s performance criticizing, de-emphasize whom and focus on what is
for the time period since the last review. wrong and how it is to be improved.
The review should be written in such a way as to The review should reflect performance over the entire
consistently document and bring about improvement period, not just the more recent part.
when the employee’s performance has been
substandard and improvement is imperative. Be The goal of management is to have all employees
prepared to support statements with substantive facts. “Achieving Standards.” That is a very high level
of performance and what we expect of successful
The review should be written in such a way as to employees.
document poor performance and compliment positive
performance in a substantive manner. Ratings of “Exceeds Standards” are reserved for truly
exemplary performance. Inflating ratings undermines
If the employee’s performance has been satisfactory, the improvement purpose of evaluation.
but not much more, a review should be written in
such a way as encourage improvement and identify The Personnel Services Division is available to
concisely the area where improvement is most needed advise, consult, and assist both employees and
and expected. supervisors in solving problems.
What is documented in the review, good or bad, Remember, to that particular employee you are
should never be a surprise to the employee. As a reviewing, this review is the most important one you
result of day-to-day communication, the employee have ever written.
should have a clear understanding of how he/she is
performing.
6
Performance Review Timelines
Certificated Bargaining Unit Permanent classified employees on less than a 12-month
work year are to be evaluated by May 15.
Certificated staff with permanence and satisfactory
performance must be evaluated at least every other year. Leadership Team Employees
Probationary staff must be evaluated at least once each Classified managers serve a one-year probationary period
year. from date-of-hire and are to be evaluated at least two
times before reaching permanent status.
Permanent certificated employees with unsatisfactory
evaluations must be evaluated at least once each year. Classified supervisors serve a six-month probationary
period and are to be evaluated at least two times before
Certificated staff without permanence, including ROP, reaching permanent status.
Permit Teachers, and teachers with Emergency Permits,
are to be evaluated annually. Permanent classified managers and supervisors are to be
evaluated annually by June 1.
There may be program specific requirements. For
example, Head Start Performance Standards, which Permanent classified managers with three years of
require annual evaluations. successful service with RCOE may be evaluated every
other year, with division head approval.
The written Performance Appraisal must be provided to
the teacher no later than May 15 or 30 days before the end Certificated managers and supervisors are to be evaluated
of school, whichever is sooner. annually by June 1.
The evaluation conference must be held with the unit Certificated managers with three years of successful
member prior to the last day of school. service with RCOE may be evaluated every other year,
with division head approval.
Classified Bargaining Unit
Confidential employees serve a six-month probationary
Probationary classified employees are to be evaluated period and are to be evaluated at least twice during that
at least two times before the end of the probationary period.
period, which for most employees is six months from the
date of hire for the position. Some part time employees Permanent Confidential employees are to be evaluated
may serve a one-year probationary period and should be annually by June 1.
evaluated at least two times during that period.
7
Certificated Performance Review
Purpose Procedure
The purposes of performance review and evaluation are to The procedures for the evaluation of certificated staff
accomplish the following: consist of three major components.
• Communicate to all personnel the criteria, standards, Part I occurs by the end of the first six weeks of the
and expectations of RCOE. school year. Each staff member will meet with his/
her evaluator for a Teacher Performance Agreement
• Assist personnel in improving their performance conference. At this meeting there will be a review of
on the job and enhance professional growth and the evaluation procedures and the development of the
development. employee’s objectives for the year. This meeting is
to be held annually even for employees on a two year
• Strengthen the system that makes it possible to be an evaluation cycle.
effective unit member.
Part II is the Classroom Observation and Conferencing
• Develop, improve, and maintain teaching skills and Process. This occurs on one or more occasions during the
practices as identified in the California Standards for school year. Programs may develop procedures to assist
the Teaching Profession. the evaluator and evaluatee in structuring and planning the
observations and conferencing. The classroom observation
• Provide information, which facilitates decisions forms in this handbook may be used by the evaluator to
relative to employment status, including assistance for assist in conducting focused, meaningful, standards-based
employees needing remediation assistance, such as observations.
Peer Assistance and Review.
Part III is the written Certificated Performance Review,
• Provide documentation leading to discipline or which must be completed and given to the employee no
termination of employment when the employee does later than 30 days before the last school day scheduled on
not provide satisfactory service. the school calendar. A meeting between the evaluator and
the employee to discuss the Performance Review must be
• Comply with statutory requirements including held before the last school day.
Education Code 44662, 44663, and 44664.
8
Timetable for Teacher Evaluations
(Evaluations of probationary, temporary, and permanent unit members)
By October 15, or six Evaluator should hold one or more staff meetings to review:
weeks from start of
1. The procedures for Teacher Performance Agreements.
school
2. The procedures for classroom observations and conferencing.
3. The evaluation procedures and calendar for the year.
Evaluator must meet with each unit member to write the mutually determined
objectives for the evaluation period and complete the Teacher Performance Agreement.
A copy of the Certificated Performance Review document should be provided to the
employee.
No later than April 15 If the possibility exists that a unit member may receive a less than satisfactory
evaluation, that member shall be conferenced and informed of that prospect.
No later than May 15 or A written copy of the Certificated Performance Review shall be given to the employee.
30 days before the end of
school
By the last day of the The evaluator shall meet with the unit member to discuss the written evaluation.
school year
By June 30, or The final signed Certificated Performance Review shall be forwarded to Personnel
30 days after meeting Services. When a referral is being made to Peer Assistance and Review (PAR), the
Certificated Performance Review must be forwarded immediately to Personnel to allow
the Joint Committee to take appropriate action.
9
Timetable for Non-Reelection of
Probationary and Temporary Teachers
October 15 to Evaluator shall gather data and monitor the unit member’s progress toward meeting
December 20 the objectives established in the Teacher Performance Agreement and the standards
established in the Certificated Performance Review.
Prior to The evaluator shall schedule and conduct a conference with any probationary or
December 20 temporary unit member needing improvement.
The evaluator shall indicate the following to the unit member:
1. Areas where improvement is needed.
2. Specific suggestions for improvement.
3. Additional resources that may be utilized by the unit member to assist with
improvements.
4. The evaluator’s role in assisting the unit member in improving.
5. Techniques that will be used by the evaluator in measuring improvements.
6. The time schedule to be used by the evaluator in future monitoring.
By February 3 If satisfactory improvement has not been demonstrated, the evaluator shall schedule
and conduct a second performance review conference and notify the employee that the
evaluator will be recommending that the unit member not be re-elected for the next
year.
No later than The evaluator shall file a written report with the Division Head indicating that the
February 18 unit member has not met RCOE objectives and standards and that the evaluator
recommends that the unit member not be re-elected for the next school year.
No later than March 15 Second year probationary teachers must receive written notice from the Superintendent
that they are not re-elected.
Reasonable Notice First year probationary teachers and other non-permanent teachers must be provided
reasonable notice that they are not re-elected for the ensuing year.
10
Certificated Performance Forms
11
Certificated Performance Forms . . . continued
12
Certificated Performance Forms . . . continued
13
Certificated Performance Forms . . . continued
14
Examples of Performance
The attached rubric is based on the California Standards for the Teaching Profession. It provides examples
of teacher behavior at three levels of performance in each of the Standards and Elements. The examples are
intended to assist Evaluators and Evaluatees in assessing teacher performance and to provide for improved
reliability of ratings. The rubric is not, however, to be considered all-inclusive or exclusive. Examples may
not apply to all teaching situations and consideration for the student learner is appropriate in determining the
applicability of Elements and examples.
The section on General Employee Expectations is not derived from the California Standards for the Teaching
Profession and cannot cause a referral to the Peer Assistance Review (PAR) Program. This section is considered
applicable to all RCOE teachers.
EXAMPLES OF PERFORMANCE
Standard 1
Engaging and Supporting all Students in Learning
Teachers build on students’ prior knowledge, life experience, and interests to achieve learning goals for all students. Teachers use a variety of instructional strategies and resources that respond to students’ diverse and special needs.
Teachers facilitate challenging learning experiences for all students in environments that promote autonomy, interaction and choice. Teachers actively engage all students in problem solving and critical thinking within and across
subject matter areas. Concepts and skills are taught in ways that encourage students to apply them in real-life contexts that make subject matter meaningful. Teachers assist all students to become self-directed learners who are able to
demonstrate, articulate, and evaluate what they learn.
15
Examples of Performance . . . continued
EXAMPLES OF PERFORMANCE
Standard 2
Creating and Maintaining Effective Environments for Student Learning
Teachers create physical environments that engage all students in purposeful learning activities and encourage constructive interactions among students. Teachers maintain safe learning environments in which all students are treated
fairly and respectfully as they assume responsibility for themselves and one another. Teachers encourage all students to participate in making decisions and in working independently and collaboratively. Expectations for student
behavior are established early, clearly understood and consistently maintained. Teachers make effective use of instructional time as they implement class procedures and routines.
16
Examples of Performance . . . continued
EXAMPLES OF PERFORMANCE
Standard 3
Understanding and Organizing Subject Matter for Student Learning
Teachers exhibit strong working knowledge of subject matter and student development. Teachers organize curriculum to facilitate students’ understanding of the central themes, concepts and skills in the subject area. Teachers
interrelate ideas and information within and across curricular areas to extend students' understanding. Teachers use their knowledge of student development, subject matter, instructional resources and teaching strategies to make
subject matter accessible to all students.
17
Examples of Performance . . . continued
EXAMPLES OF PERFORMANCE
Standard 4
Planning instruction and designing learning experiences for all students
Teachers plan instruction that draws on and values students' backgrounds, prior knowledge and interests. Teachers establish challenging learning goals for all students based on student experience, language, development, and home
and school expectations. Teachers sequence curriculum and design long-term and short-range plans that incorporate subject matter knowledge, reflect grade-level curriculum expectations and include a repertoire of instructional
strategies. Teachers use instructional activities that promote learning goals and connect with student experiences and interests. Teachers modify and adjust instructional plans according to student engagement and achievement.
18
Examples of Performance . . . continued
EXAMPLES OF PERFORMANCE
Standard 5
Assessing student learning
Teachers establish and clearly communicate learning goals for all students. Teachers collect information about student performance from a variety of sources. Teachers involve all students in assessing their own learning. Teachers
use information from a variety of ongoing assessments to plan and adjust learning opportunities that promote academic achievement and personal growth for all students. Teachers exchange information about student learning with
students, families and support personnel in ways that improve understanding and encourage further academic progress.
19
Examples of Performance . . . continued
EXAMPLES OF PERFORMANCE
Standard 6
Developing as a Professional Educator
Teachers reflect on their teaching practice and actively engage in planning their professional development. Teachers establish professional learning goals, pursue opportunities to develop professional knowledge and skill, and
participate in the extended professional community. Teachers learn about and work with local communities to improve their professional practice. Teachers communicate effectively with families and involve them in student learning
and the school community. Teachers contribute to school activities, promote school goals and improve professional practice by working collegially with all school staff. Teachers balance professional responsibilities and maintain
motivation and commitment to all students.
Element 6.2 x Goals are superficial with little thought or action in seeking x Goals are inconsistent and little thought is given to x Establishes goals and seeks out opportunities for
Establishing professional goals and out professional development activities. professional growth activities. professional growth and development.
pursuing opportunities to grow x Rarely uses professional literature and development x Occasionally uses professional literature and x Uses professional literature and development
professionally. opportunities to improve teaching and learning. development opportunities to improve teaching and opportunities to improve teaching and learning.
x Rarely seeks out and refines approaches that make the learning. x Continues to seek out and refine approaches that
curriculum accessible to every student. x Occasionally seeks out and refines approaches that make the curriculum accessible to every student.
make the curriculum accessible to every student.
Element 6.3 x Neglects to use the knowledge of the students' communities x Inconsistently uses the knowledge of the students' x Uses the knowledge of the students' communities and
Working with communities to improve and cultures to improve practice. communities and cultures to improve practice. cultures to improve practice.
professional practice. x Does not actively promote collaboration between school x Minimally promotes collaboration between school x Promotes collaboration between school and
and community. and community. community.
x Seldom identifies and uses school, district and local x May identify and use school, district and local x Identifies and uses school, district and local
community resources to benefit students and their families. community resources to benefit students and their community resources to benefit students and their
families. families.
Element 6.4 x Lacks understanding of families' racial, cultural, linguistic x Has some understanding of families' racial, cultural, x Develops an understanding of families' racial,
Working with families to improve and socioeconomic backgrounds. linguistic and socioeconomic backgrounds. cultural, linguistic and socioeconomic backgrounds.
professional practice. x Rarely engages families as sources of knowledge about x Occasionally engages in families as sources of x Engages families as sources of knowledge about
students' linguistic and social backgrounds. knowledge about students' linguistic and social students' linguistic and social backgrounds.
x Fails to dialogue/respond with all families regarding student backgrounds. x Promotes dialogue with all families and responds to
progress. x Inconsistently dialogues with all families and their concerns about student progress.
x Does not use available resources to communicate with all responds to their concerns about student progress. x Uses available resources to communicate with all
students and families. x At times uses available resources to communicate students and families.
x Provides limited opportunities for all families to participate with all students and families. x Provides opportunities for all families to participate in
in the classroom and school community. x Provides few opportunities for all families to the classroom and school community.
participate in the classroom and school community.
Element 6.5 x Rarely collaborates with teachers, administrators, education x Occasionally collaborates with teachers, x Collaborates with teachers, administrators, education
Working with colleagues to improve specialists and paraprofessionals to meet with all students' administrators, education specialists and specialists and paraprofessionals to meet all students'
professional practice. learning needs. paraprofessionals to meet all students' learning learning needs.
x Minimal dialogue and reflection with colleagues to improve needs. x Engages in dialogue and reflection with colleagues to
practice. x Some dialogue with colleagues to improve practice. improve practice.
x Rarely participates in making and implementing school- x Occasionally participates in making and x Participates in making and implementing school-wide
wide decisions. implementing school-wide decisions. decisions.
x Seldom contributes to school-wide events and learning x May contribute to school-wide events and learning x Contributes to school-wide events and learning
activities. activities. activities.
x Does not establish and maintain professional relationships x Tries to establish and maintain professional x Establishes and maintains professional relationships
with other school staff. relationships with other school staff. with other school staff.
20
Examples of Performance . . . continued
Examples of Performance
Complies with RCOE established x Fails to fulfill professional responsibilities. x Attempts to fulfill professional responsibilities. x Fulfills professional responsibilities.
rules, regulations, policies, contracts x Acts unprofessionally. x Demonstrates some professional conduct and x Demonstrates professional conduct and integrity in
and laws. x Rarely maintains records in an accurate and timely manner. integrity in the classroom and school community. the classroom and school community.
x Usually maintains records in an accurate and timely x Maintains records in an accurate and timely manner.
manner.
21
Classroom Observation Forms
Division of Personnel Services
Pre-Observation Conference Form
Please answer these questions and bring the completed form to your pre-observation conference.
Pre-Conference Questions:
2. What do you expect your students to learn by the end of this lesson?
3. What activities will you, your instructional assistant(s), and your students be doing?
Comments:
__________________________________________________________________________________________________
__________________________________________________________________________________________________
22
Classroom Observation Forms . . . continued
23
Classroom Observation Forms . . . continued
1. What worked?
3. Next steps . . .
24
Classroom Observation Forms . . . continued
Observation:
2. What parts of the lesson (strategies, materials, activities, etc.) do you feel were effective?
I observed the teacher demonstrate the following abilities (check all that apply):
25
Classroom Observation Forms . . . continued
Observation:
2. What parts of the lesson (strategies, materials, activities, etc.) do you feel were effective?
I observed the teacher demonstrate the following abilities (check all that apply):
26
Classroom Observation Forms . . . continued
Observation:
2. What parts of the lesson (strategies, materials, activities, etc.) do you feel were effective?
I observed the teacher demonstrate the following abilities (check all that apply):
27
Classroom Observation Forms . . . continued
Standard Four: Planning Instruction and Designing Learning Experiences for All
Observation:
2. What parts of the lesson (strategies, materials, activities, etc.) do you feel were effective?
I observed the teacher demonstrate the following abilities (check all that apply):
28
Classroom Observation Forms . . . continued
Observation:
2. What parts of the lesson (strategies, materials, activities, etc.) do you feel were effective?
I observed the teacher demonstrate the following abilities (check all that apply):
29
Classroom Observation Forms . . . continued
Observation:
I observed the teacher demonstrate the following abilities (check all that apply):
30
Classified Performance Form
Worksite: Department:
Evaluation
Period: From: To: Classified: Probationary Permanent
Performance Indicators 1 2 3 4
4. Organization: Organizes, sets priorities, plans work, and utilizes time effectively.
Follows through with assigned tasks.
5. Communication: Writes, speaks, and listens with skill required to perform duties
effectively and efficiently.
8. Productivity: Work product/assignment (end result) reflects high quality. Work product
is accurate, reliable, presentable, thorough, and reflects job knowledge.
9. Decision-Making: Makes timely and reasonable decisions and take necessary action,
even in stressful situations.
10. Safety: Performs job assignment safely, protecting people and property.
11. Flexibility: Performs other job related tasks as assigned, willingly, timely, and effectively.
Exceeds Standards/Areas
of strength in job
performance during the
past year.
Unsatisfactory or Needs
to Improve in job
performance during the
coming year.
Comments:
Overall Work Performance considering 1-11 on previous page: (Note: some performance indicators may be “weighted” more than
others – this should be taken into consideration in the determination of the overall work performance. “Unsatisfactory,” “Needs to
Improve,” and “Exceeds Standards” ratings require specific explanation in narrative section above.)
Next Evaluation:
One Year Two Years Three Years Other (not to exceed three years)
Note: Signature of employee indicates the above Performance Review was discussed with the reviewer and does not necessarily indicate
agreement on the part of the employee. If the employee disagrees with the above review, he/she may submit a written statement to the
division head within five (5) working days from receipt of the review. The employee’s statement will be attached to the Performance
Review and submitted to the employee’s personnel file.
FORM NO. 2101 (Rev. 9-05) Distribution: Original – Personnel Copy – Employee and Reviewer
32
Classified Performance Form . . . continued
Please note: the following pages do not need to be attached to the performance review. It is meant to be a tool in completing the
performance review.
The purposes of performance review and evaluation are to accomplish the following:
The performance indicators attached are provided as a guide for the completion of the Classified Performance Review form. Each of the criteria contains anchored
behavioral descriptors arranged along a growth or achievement scale. The descriptors describe what may be considered Unsatisfactory and Standard levels of
performance.
The performance descriptors are not an exhaustive or exclusive list of performance examples and are not to be used as a checklist. The intent is to provide a basis
for reliability and consistency in determining the performance ratings for classified employees.
Most employees are successful and competent and will be rated as “Meets Standards.” This is not a minimal or average rating, but a documentation of appropriate
and expected performance. For employees with extraordinary performance, it may be appropriate to give a rating of “Exceeds Standard.” Such a rating requires an
explanation in the narrative section to specifically identify the exceptional performance.
The “Needs to Improve” rating is purposely not included in this guide, because that rating may be more situational and dynamic than the other standards. That is, it is
reasonable to expect a probationary employee to have a number of “Needs to Improve” because some skills are not yet at or above the standard. For a more
experienced employee a “Needs to Improve” rating may later result in an “Unsatisfactory” rating if the improvement does not result in meeting standards within an
appropriate amount of time and with the appropriate training and support. “Needs to Improve” should not be considered an average or middle rating, because without
the necessary improvement or adequate progress, failure to reach the standard rating would be unsatisfactory performance.
Generally, if an employee were rated as “Unsatisfactory” or “Needs to Improve” in one or more standards, the overall rating would be the same. Ratings of
“Unsatisfactory” and “Needs to Improve” require specific explanations in the narrative section of the evaluation so the employee has clear directions about expected
and necessary performance improvements.
Note: Please refer to Article XI of the classified Agreement to review Performance Appraisal Procedures. The deadline for evaluating permanent
12-month classified employees is July 1 of the appropriate year and May 15 for permanent classified employees with less than a 12-month work
year. Probationary employees are to be evaluated at least twice during the probationary period.
1. Attendance/Punctuality: This criterion involves the employee’s frequency of attendance at work and punctuality in arriving at the workplace. Punctuality
regarding return from breaks and meal periods is also considered in this criterion. Consider patterns of absences.
Unsatisfactory Standard
~ Frequent or many absences adversely impacting work performance. ~ Attends work regularly and on time.
~ Uses all or exceeds accrued leaves. ~ Seldom absent.
~ Frequently arrives late or returns late. ~ Gradually accrues leave time balances.
~ Consistently arrives/returns on time.
33
Classified Performance Form . . . continued
2. Attitude: This criterion pertains to the employee’s interpersonal and human relations skills. It includes contact with other employees, as well as with the public
and other agencies. This criterion includes the image of the office/division/department that the employee projects, the degree of honesty, tact, and courtesy
extended to customers (staff, public, students, other agencies).
Unsatisfactory Standard
~ Antagonizes or alienates others. ~ Uses a professional demeanor in the workplace.
~ Negative and judgmental. ~ Works cooperatively and effectively with staff and the public, in
~ Undermines the credibility of other staff members to the public. person, on the phone, and electronic communications.
~ Makes disparaging remarks about customers to other staff ~ Is courteous and efficient when dealing with customers.
members. ~ Establishes good working relationships with the public/districts.
~ Makes disparaging remarks about other staff to other staff or public. ~ Is sensitive to our culturally diverse community/customers.
~ Argumentative and/or abrupt when dealing with customers. ~ Treats all customers with respect.
~ Promotes negative public perception of office by inappropriate ~ Is diplomatic and tactful in dealing with customers in delicate
criticism or untimely remarks. situations.
~ Appears/acts irritable, sullen, moody, hostile, negative. ~ Actively seeks out information and initiates service to customers.
~ Positive and enthusiastic and promotes positive image of
office/public education.
~ Very sensitive to individual differences.
~ Conveys positive attitude.
3. Teamwork: This criterion involves the willingness to cooperate to get things done, level of participation in group projects, contribution to the work unit’s high
morale and productivity. Contributions to teams and cross-unit task groups are also considered in this criterion.
Unsatisfactory Standard
~ Critical attitudes and expressions discourage other group members ~ Works with others to improve work processes and systems.
from participating in projects/activities. ~ Works well with others.
~ Fails to observe meeting obligations and norms. ~ Follows through with obligations to the group/team.
~ Is uncooperative. ~ Observes meeting obligations and norms.
~ Undermines group effort. ~ Willingly assists others.
~ Has difficulty working with others. ~ Is respectful and considerate of others.
~ Enthusiastically contributes to team/group efforts.
~ Encourages and supports others’ contributions.
~ Well accepted by other group members.
~ Contributes to moving group toward its aim.
~ Assists in resolution of disagreements.
4. Organization: This criterion involves time management skills, including personal reliability and ability to organize work effectively and efficiently, as well as
planning and scheduling work responsibilities.
Unsatisfactory Standard
~ Can only handle one project/assignment at a time if deadlines are to ~ Organizes, sets priorities, plans work, and utilizes time effectively.
be met. ~ Completes projects/assignments accurately and on time.
~ Frequently does not meet deadlines. ~ Accepts responsibility for missed deadlines.
~ Blames others or unforeseen circumstances for the failure to meet ~ Sets priorities in order to ensure completion of those
deadlines. projects/assignments, which are essential to the smooth running of
~ Does not use good judgment in setting work priorities. the office.
~ Plans are inappropriate for task. ~ Schedules work and gets results within allocated time.
~ Omits details that are necessary to a plan’s success. ~ Lets supervisor know when deadlines are unattainable or need to be
~ Does not anticipate work needs or plan ahead. changed.
~ Work area is disorganized and interferes with employee’s and/or ~ Work area is conducive to employee’s or other’s morale or
other staff’s morale and productivity. productivity.
~ Work area presents negative image of employee and the office. ~ Work area reflects positively on employee and the office.
~ Coordinates several projects/assignments simultaneously with ease.
~ Is skilled at estimating how long it will take to complete a
project/assignment.
~ Anticipates future developments and plans for them.
~ Plans and organizes in urgent and crisis situation.
~ Utilizes available resources to achieve effective results.
34
Classified Performance Form . . . continued
5. Communication: This criterion involves clear and concise expression of thoughts, ideas and directions, ability to listen and share information, and
understanding replies and directions from others. It includes the ability to communicate effectively in writing, incorporating principles of clarity, brevity, accuracy,
and logic into all written communications, including print and electronic messages.
Unsatisfactory Standard
~ Reacts impatiently when communication is not understood by ~ Writes, speaks, and listens with skill required to perform duties
others. effectively and efficiently.
~ Does not listen effectively. ~ Gives clear, concise instructions/directions.
~ Does not use appropriate phone etiquette. ~ Speaks or listens as appropriate to the situation.
~ Usually must repeat statements more than once before others ~ Asks questions when unclear about assignments or projects.
understand. ~ Listens before responding.
~ Gives excessively involved answers to simple questions. ~ Speaks to the point.
~ Leaves out important information. ~ Allows others to speak before responding.
~ Gives unclear directions. ~ Written materials are factual and understandable, and effective.
~ Written communication is too brief for easy understanding. ~ Communications are written using correct spelling, grammar,
~ Written communication is confusing and unclear. punctuation, and style.
~ Written communication contains numerous errors. ~ Adheres to RCOE phone, technology use, and other protocols.
~ Does not adequately read non-verbal cues. ~ Skillfully uses and reads variety of verbal and non-verbal
communications.
~ Communication style encourages teamwork and cooperation.
~ Written communication is consistently accurate, clear and concise.
6. Technology: This criterion involves the use of work tools and equipment required for accomplishing one’s assignment, and may be as varied as power hand
tools and sophisticated computer equipment.
Unsatisfactory Standard
~ Knowledge of work tools is outdated. ~ Effectively operates required tools/equipment of the job.
~ Gaps in skills and knowledge result in significant mistakes. ~ Has and applies adequate knowledge and skills to use work tools to
~ Avoids using appropriate works tools, resulting in inefficiencies or improve efficiency and effectiveness.
errors. ~ Keeps current on trends and technical information in job area.
~ Uses work tools ineffectively. ~ Actively seeks self-improvement to expand knowledge and skills.
~ Does not seek necessary training or assistance.
7. Professional Growth: This criterion pertains to the employee’s performance in learning the skills and requirements of his/her new position. Adaptation to the
standards, protocols, and expectations of the office are included, as is accessing appropriate on-the-job training.
Unsatisfactory Standard
~ Rejects or resists new ideas and/or procedures. ~ Accepts new ideas and/or procedures.
~ Does not take advantage of training opportunities. ~ Accepts and implements new ideas and/or procedures.
~ Has not adapted to work environment. ~ Seeks out training and assistance.
~ Does not show improvement or growth in job skills and knowledge. ~ Participates in provided training opportunities.
~ Adjusts to workplace environment.
~ Improvement and growth is consistent and adequate.
~ Responds eagerly to new ideas and/or procedures.
~ Quickly and smoothly adjusts to workplace environment.
~ Acquires additional education.
8. Productivity: This criterion includes work output, the amount of acceptable work performed, as well as the quality and reliability of the work.
Unsatisfactory Standard
~ Work output is low. ~ Work product/assignment (end result) reflects high quality.
~ Work output is lacking in accuracy and thoroughness. ~ Needs only minimal guidelines to carry a job to completion.
~ Requires close supervision to accomplish tasks. ~ Accepts share of unpleasant or difficult tasks.
~ Work products/services are not consistently acceptable. ~ Produces an appropriate amount of work in the time available.
~ Work frequently has to be done over. ~ Work products/services are accurate, thorough, presentable, and
~ Must be prodded to accomplish tasks. correct.
~ Abandons projects or problems when frustrated. ~ Consistently gets things accomplished.
~ Cannot depend on employee to accomplish assignments. ~ Works to continuously improve products/services to meet or exceed
~ Is not responsive to customer needs or expectations. customer expectations.
~ Adept at overcoming barriers to progress.
~ Establishes priorities and accomplishes them.
35
Classified Performance Form . . . continued
9. Decision-making: This criterion involves the ability to make decisions and solve problems effectively and efficiently, through the use of logic, weighing
alternatives, collecting data, and following through to implement the decision/solution once it is made.
Unsatisfactory Standard
~ Avoids making decisions, indecisive. ~ Makes timely and reasonable decisions and takes necessary
~ Makes poor decisions. action, even in stressful situations.
~ Decisions are often arbitrary, lacking objectivity. ~ Accurately perceives total problem as well as its component parts.
~ Has difficulty identifying problems. ~ Appropriately involves or informs persons who will be affected by a
~ Makes decisions without necessary information or uses information decision.
incorrectly. ~ Decisions reflect consideration of long and short-term
~ Makes inappropriate decisions impacting others without involving consequences.
them. ~ Takes responsibility for the outcome of decisions.
~ Uses appropriate data in identifying problems and solutions.
~ Remains objective in solving problems.
~ Acts quickly to resolve straightforward problems.
~ Decisions account for and anticipate unintended consequences.
~ Decisions are timely and effective.
10. Safety: This criterion involves the commitment to and adherence to safety and loss control rules and regulations, use of judgment regarding one’s own health and
safety, as well as that of others. It includes protecting the property, tools, and equipment of the office.
Unsatisfactory Standard
~ Is unaware of or ignores safety concerns. ~ Performs job assignment safely, protecting people and property.
~ Is aware of unsafe conditions but does not report them. ~ Ensures that established safety policies and procedures are followed.
~ Has a poor safety record. ~ Maintains inventory of equipment and notifies appropriate person if
~ Has poor driving record. there is a loss.
~ Does not submit required accident reports. ~ Does not put self or others at risk unnecessarily.
~ Must be reminded frequently to adhere to safety standards. ~ Maintains facility/equipment at the safety level required.
~ Causes or is involved in traffic accidents on the job. ~ Uses appropriate body mechanics to avoid injury.
~ Uses improper body mechanics and/or lifting techniques. ~ Is consistently aware of safety conditions and takes appropriate
~ Uses tools or equipment in unsafe manner. action.
~ Arranges workspace in unsafe manner. ~ Seeks ways to improve safety conditions.
~ Injures self or others through unsafe acts. ~ Considers own safety and that of others a high priority.
~ Assists others to establish and maintain safe conditions.
11. Flexibility: This criterion involves the ability to accept and cope effectively with changing practices, policies, personnel, and priorities.
Unsatisfactory Standard
~ Resists or is unduly unsettled by changes. ~ Performs other job related tasks as assigned, willingly, timely, and
~ Rejects new ideas without offering alternatives. effectively.
~ Undermines efforts for changes. ~ Copes with stress of change in a reasonable way.
~ Lacks adaptability or is rigid in behavior. ~ Shifts priorities when necessary to meet changing needs.
~ Avoids or resists new assignments. ~ Offers constructive suggestions when a change is under
~ Is unduly stressed by change. consideration.
~ Uses old solutions for new and different problems. ~ Remains open and objective.
~ Adapts work schedule to meet job requirements.
~ Shows initiative and flexibility.
~ Anticipates and responds positively to change.
~ Adapts quickly and effectively to new situations.
~ Enthusiastically undertakes and implements new
projects/assignments.
~ Maintains a perspective broader than own unit.
36
Leadership Team Performance Form
37
Leadership Team Performance Form . . . continued
38
Leadership Team Performance Form . . . continued
39