Steps in the Performance Review Process

Step 1 - Position Description Review:
Both the supervisor and the employee should review the Position Description (PD) to key areas of responsibility, to identify performance expectations for these responsibilities, and to note any changes in job content.*

A brief summary indicating the current status of the PD should be provided.

* If significant changes have been made, the PD should then be revised and submitted to the Library’s Human Resource Generalist for review.

Step 2 - Initial Drafts:
Both the supervisor and the employee should individually review the Summary of
Performance and Rating Sections of the form and draft their assessments.

Step 3 - Supervisor consultation:
Before the employee and the supervisor meet or exchange their drafts, the supervisor should discuss his/her draft with his/her own supervisor. At this point the department head or Associate Director will review the planned overall rating to help ensure library-wide consistency. The review should NOT be signed at this time so as not to inhibit free discussion with the employee.

Step 4 - Meeting:
The supervisor schedules a meeting with the employee at which they exchange their draft assessments, discuss the appraisal, clarify observations and expectations, and create a development plan.

Step 5 - Overall rating:
Taking into consideration the year’s performance and the discussion with the employee, the manager finalizes the review statement and assigns an overall rating. If this rating is Needs Improvement or Unsatisfactory, the supervisor should consult with both the Human Resource Generalist and with the appropriate Associate Director.

Step 6 - Employee Comments:
The employee has the opportunity to submit written comments on the review.

Step 7 - Signatures:
After securing the appropriate signatures, the supervisor gives the completed review to the next level supervisor, who in turn submits it to the appropriate Associate Director. (This year’s deadline is March 31.)

Step 8 - Follow up:
Staff and supervisors should alert LEC, the Library’s Human Resource Generalist, or the Performance Review Group to their assessment of this new Performance Review Process.

If you have any other questions, please feel free to contact:
Jo Bessler, Organizational Development Librarian 1-6680