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General Staff Performance Management Schemes Step-by-Step Guide for General Staff Supervisors

Step   Guide
One




 
  Understand the purpose, objectives and process of performance management.

As a performance management supervisor, you are required to attend a compulsory one day training program before undertaking any aspect of your performance management role.
Two








 
  Know the Faculty/Department/School's planning review cycle and schedule dates for review dates with your staff.

Ensure eligible staff members are advised of the Faculty/Department/School's performance planning cycle and establish dates for review meetings.

Remind staff to begin their own preparation and for staff members participating in the Scheme for the first time, ensure they know how to access and complete the required documentation.
Three

















 
  Prepare for the review meetings.

Ensure you have a holistic understanding of each staff member's performance and its consequences.

Review the staff member's documentation.
  • If this is the first time a staff member has participated in the Scheme they will submit a Plan/Annual Plan documenting duties, goals, performance measures and development needs for the next 12 month cycle.
  • If the staff member has an existing Plan/Annual Plan, they will submit an Achievement Report/Self Assessment briefly documenting their achievements during the previous 12 month cycle, a revised Plan/Annual Plan for the next 12 month cycle and a review of their Career Development Plan.

Plan the performance review discussion.

Four














 
  Meet with each staff member to conduct their annual performance reviews.

During the meeting you will review the Plan/Annual Plan for the next 12 month cycle and, where applicable, review the Career Development Plan and, where applicable, evaluate the Achievement Report.

You should also inform the staff member of your recommendations (i.e. incremental advancement, probation, OSP, promotion) and of any other required actions, including follow-up dates if necessary.

Ensure that the staff member leaves the discussion satisfied that they know what is expected of them.

Both you and the staff member should keep a copy of the documentation.
Five






 
  Monitor and assess progress throughout the performance review cycle.

Continue to monitor and assess each staff member's progress throughout the cycle.

Discuss issues as they arise with the staff member concerned and provide regular feedback.

For a more comprehensive guide, refer to the Supervisor's checklists.