Newsletter – November 20, 2019

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Step-by-step guide to performance evaluations

Hi friends,

Performance evaluation season is on the horizon, and whether you’re doing it for the first time or the twelfth time, we are here to help! Over our next few newsletters, we’ll be talking about performance evaluations. To start, we have one that’s fresh off the press: our Eight-Step Guide to Performance Evaluations for Managers.

Performance evaluations sometimes get a bad rep for being time-consuming, anxiety-inducing, procedural nightmares…but they don’t have to be! Performance evaluations can be a critical opportunity for relationship-building and alignment. They provide a structured opportunity to pause, step back from the day-to-day grind, and reflect on the big picture of someone’s work. They also give managers a chance to receive feedback and hear about how their staff is feeling about their work and trajectory at the organization.

Here’s the TL;DR version of the process:

  1. Review the process with the staff member.
  2. Reflect on the staff member’s progress, accomplishments, and performance overall.
  3. Collect (confidential) input from the staff member’s colleagues.
  4. Fill out the evaluation form.
  5. Review the staff member’s self-evaluation.
  6. Send the completed evaluation form and evaluation agenda to the staff member.
  7. Hold the evaluation meeting.
  8. Edit your form (if needed) and put it in their personnel file.

Read on for more details on each step of the process!

Your 2020 Topics & Themes of Interest

Are you in the throes of 2020 planning? Us too! The TMC Knowledge Team (we’re the ones who bring you these newsletters!) would love your input as we decide the areas to focus on in 2020. We’ve developed a short survey to help us understand the opportunities and challenges in front of you. Would you take 5 minutes to fill it out and give us your feedback?

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