Conducting Annual Performance Reviews of Academic Professional and Administrative Employees

SETTING THE STAGE

1. Performance Standards/Competencies
   The unit and/or department may choose to establish unit-wide performance standards/competencies for different types of positions.
2. Communications
   The unit and/or the department will communicate expectations, including performance standards/competencies, and unit-specific procedures for performance reviews of P&A employees. This information should include a schedule and timeframe for all aspects of the review process.
3. Delivery Formats and Tools
   The unit and/or department may choose to develop customized performance review delivery systems and tools in accordance with policy.

EMPLOYEE PARTICIPATION IN PERFORMANCE REVIEW

1. Preparation of Annual Performance Summary Report
   P&A employees will prepare an annual performance summary report and provide it to their respective responsible administrator/supervisor. It is recommended that the report include achievements made toward goals established for the preceding 12 months. It may also include a statement of proposed goals/objectives for the coming year.
2. Written Response
   The P&A employee may prepare, if desired, a written response to the performance review to supplement or refute the evaluation of the responsible administrator/supervisor. This response is to be retained with the official copy of the review.

CONDUCTING THE ANNUAL PERFORMANCE REVIEW

1. Review of Annual Performance Summary Report
   The responsible administrator/supervisor conducting the annual performance review will review the annual performance summary report prepared by the P&A employee being reviewed and assess the work and progress toward goals.
2. Performance Feedback from Others
   The responsible administrator/supervisor may seek feedback regarding the employee’s performance from others as appropriate. In doing so, ensure that procedures are consistent for all P&A employees in the unit unless special circumstances exist.
3. Preparation of Written Evaluation
   The responsible administrator/supervisor will prepare a written evaluation regarding the performance of the P&A employee being reviewed.
4. Meeting with the P&A Employee
   The responsible administrator/supervisor will meet with the P&A employee, provide a copy of the review, and discuss its contents.
5. Discussion of Next Year’s Goals and Areas for Growth
   The responsible administrator will engage the employee in a discussion of expectations and goals for the coming year and areas for professional growth.
6. Central Personnel File
   The responsible administrator/supervisor will forward a copy of the employee’s completed performance review to the Office of Human Resources for inclusion in the employee’s personnel file.