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Supervisor’s Guide to Performance Appraisals(主管的绩效评估指南)
Supervisor’s Guide to
Performance Appraisals
June 2015
Table of Contents
Content Overview 1
The UCR Performance Management Process 1
Planning for Performance 2
Key Elements in the Planning Process 2
Key Steps in the Planning Process 2
Planning for Performance — Setting Expectations and Goals3
Setting Expectations 3
Setting Goals 4
Managing and Coaching Performance 5
Observation 5
Documentation5
Appraising Performance 6
The Performance Appraisal Process 6
Appraising Poor Performance 6
Writing the Appraisal 7
Appraisal Forms8
Creating Development Plans 9
Creating Individual Development Plans 9
Purpose of the Individual Development Plan 9
Developing the Individual Development Plan 9
Developmental Activities 10
Conducting the Performance Appraisal Meeting 11
Setting the Tone 11
Structure of the Meeting 11
Performance Management Frequently Asked Questions 13
Suggested Readings 15
Content Overview
The topics covered in the material include:
A review of the UCR performance management process.
How to develop performance expectations and goals.
Translating subjective assessments into objective terms.
Writing performance appraisals using objective, behavioral descriptions.
Conducting a structured performance appraisal meeting.
The goal of the UCR performance appraisal process is two-fold: development
and collaboration. While we all associate performance appraisals with
evaluation, an often overlooked aspect is the developmental piece. This is an
opportunity for you and your employees to focus on their development. In
addition, it should be a collaborative process. It is not you, as the supervisor,
giving a report card to your employee, but an interactive exchange about the
employee’s performance.
The UCR Performance Management Process
The four major components of the performance management process are
Planning, which includes setting expectations and g
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