STAT.0028.001.0013

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9Iq/11 The Performance & Development Review process is an opportunity to take time with your employee to:

1 . Reflect back on perfonnance over the last 12 months and celebrate successes .. ~i{(J~1~' ..

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2. Reaffirm current perfonnance .. .,, ,_ .. _ 3. Plan for future success ~[· ·•· .'" · !:~:>+_ ,,,_1'.·

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It is vital that the performance & development review process is a positive affirmation of your staff and provides cle . direction~ and support for them to be successful in their personal development and their roles with the Y.

SECTION 1 REFLECTION - I . .t. •. · . · · -

Reflect Back (To be completed by both manager and employee in open discussion)

Describe the employee's areas of excellence and success over the past 12 months, identifying what you/the empl yee have achieved or done particularly well. Outline and discuss the employee's key personal successes and YMCA position successes that they significantly ontributed to as part of their role from the past 12 months below (List 3 - 5 successes for each):

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Describe and discuss the challenges experienced over the last 12 months?

Are there any areas that can be improved on to alleviate these challenges arising again?

What would you have done differently if you had your time again?

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STAT.0028.001.0015

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REVIEW OF POSITION &·RESPONSIBILITIES i - -Do ';JOU have a current Position Description?

!SI' YES 0 NO Do you fully understand the equirements of the position and responsibilities?

IS( YES 0 NO

KEY FOR RATINGS · ·. - . <··-, . · ··. - 1 -- • '1 · I .

1 2 3 5 . . '

Using the YMCA Personal Attributes Guide, discuss and give examples to reaffirm and rate the employee's curren performance in behavioral traits expected by the organization for their role:

Team work and Communication

YMCA Values Driven

Customer SeNice and Initiative

Leadership and Workplace Practice

Permanent Employee_PDR_2011

Comment/Example

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Rating

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d ~ A Of wiMpu_f--Pd 0(/\ cY-010 . $0 Please list the employee's Key Role Objectives for their current position. These are key objectives set at the last P R. Rate the employee's performance against {M...( ~ these and give specific comments/examples where possible. (List 3-5 objectives). NB: If this is the employees first [DR, move straight to section 3 and set .

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Actions

Permanent Employee_PDR_2011

i Measures/farget (SMART OBJEClVIES)

Rating

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STAT.0028.001.0017

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Plan for the next 6-12 months by listing the employee's personal objectives for their role. Ust 3-5 personal role obj ctives below in the summary table. NB: Once the PDR is complete, allow the employee 1 month to take these objectives and complete their own wor plan for how to meet these objectives over the coming 6-12 months. Provide them with the attached document template (personal work plan) and arrange to me t again with your employee in a month to sign off on their work plan.

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STAT.0028.001.0018

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Professional Development

Are there any training and development needs identified for or by the employee?

Where would you like to be in 12 months time?

Rnal comments (f o be completed by the employee)

Is there anything that your supervisor can do to help you continue on the path to success?

The ratings and comments during this review have been discussed and agreed upon between the employee and heir manager.

E~ployee ... ........ .. .. j:'./,~J.... ... ..... . .. ... . .. ..... Date ...... . 9/9. /!! .. .. .................. ........ .. . .

:::=iL··••n ~ ....... .. ................... Date .. }/?///, .. .................... .. mum Date HR received .• ... ....••.. '1.: .J..:rL .......... ~ v 1'(P?

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