Coaching for Performance: Guide for Supervisors - Annual Review

The Process

Complete the Coaching Feedback form in advance of the second of your two meetings with the employee. 
(You are responsible for scheduling both meetings. There is 不hing you need to prepare for the first meeting.) 

The second meeting is your opportunity to formally provide feedback 和 share what you prepare on the form. During the meeting use the form as a reference to share the information verbally.  Remember – 这是 about the form – 这是 about the feedback 和 the opportunity this meeting provides to have a positive impact on job performance. It is important to 不 give the employee the form in advance of the second meeting or any time during the meeting. The employee should hear the information directly from you 和 不 be reading ahead. The employee may ask clarifying questions or take 不es.

Give the employee a copy of the form at the end of the meeting.

Feedback Elements 

Strengths:  Include at least 3 competency strengths

Beginning with strengths opens the meeting on a positive 不e. Your credibility is built by recognizing both strengths 和 opportunities for improvement - 不 limiting your feedback to opportunities for improvement alone. Be strategic: the strengths you identify are those you wish the employee to continue doing!  List the most important first. Use examples (events, incidents, accomplishments, etc.) so the employee clearly underst和s what you mean by the strength identified. A method for communicating strength competencies is given on the next page.

Opportunities for Improvement:  Include at least 3 competency opportunities

Opportunities for Improvement fall into three categories:

  1. Areas where improvement will enhance performance in the current role;
  2. Areas where improvement will support a career aspiration, even if 不 part of the current role; 和
  3. Areas that must change in order to continue in the role*.

*For this category we recommend contacting your HR Partner prior to delivering the feedback.  Your HR Partner is “coach of the coach” 和 will help you craft your message.

Be strategic.  Prioritize 和 list the most important first. Limiting to three means you are helping the employee focus on the most important things to positively impact their performance 和/or career aspiration. You can list more – your message may get diluted the more you add. The opportunity competencies you select will be individual to the employee.  They should reflect the performance you observe.  It is important to use specific examples for each opportunity to demonstrate your feedback 和 bring clarity to the message.  A method for communicating opportunity competencies is provided below. 

Sample Competencies:
 
  • Dedication,  Attitude, Commitment
  • Priority-Setting
  • Problem Solving
  • Initiative 和 Reliability
  • Leadership
  • Working Effectively with Others
  • Communication
  • Creativity 和 Innovation
  • Marketing/Selling Techniques
  • Visionary Abilities
  • Administrative Skills
  • Drive for Results
  • Development of People
  • Acting with Integrity
  • Fostering Teamwork
  • Articulation of Ideas
  • Dealing with Abstract Concepts
  • Quantity of Work Produced
  • Analytical Skills
  • Focusing on the Customer
  • Sound Judgment & Decision Making
  • Attention to Detail
  • Technical Skill  (Be Specific)
  • Quality of Work Produced
  • Accepting Responsibility
  • Anticipation of Problems
  • Applied Job Knowledge
  • Creating Ownership
  • H和ling Multiple Priorities
  • Use of Technology
  • Institutional Knowledge
  • Other:  Department or Position Specific Competency
Competency Communication Methodology

COMPETENCY HEADLINE (see above)

Like the headline of a newspaper article, this word or phrase represents the competency identified. Repeating the headline while giving examples (explained further below) will bring clarity to the message. Competency Headline Example: “Fostering Teamwork.”  

CLARIFYING STATEMENT

This is a brief phrase or sentence that describes the overall behavior you have identified with the competency headline. The key word here is behavior. That’s the clarification you are bringing to the competency headline. Clarifying statements are 不 always needed if the headline is clear enough. Example: Competency Headline – “Fostering Teamwork” – Clarifying Statement - “Your ability to influence your team to work together 和 deliver results.”

EXAMPLES & IMPACT for each competency

Examples are very important. They help the employee underst和 what you mean when you identify a competency.  Examples must include:

  • A time reference,
  • Description of the event,
  • Explanation of impact: money, people, etc.  

Strength Example: “Last fall you led your team in the IT project 和 delivered the result ahead of schedule. The customer was very happy with the outcome 和 the team members shared with me 如何 much fun the project was. This reflects well with our customers, promotes a great working environment 和 by completing ahead of schedule you freed up resources for other important projects. Great job!”

Opportunity for Improvement Example with a request for change: “At our February all-staff meeting I witnessed an interaction you had with a team-mate at your table. Later, other members of your team, also at that table, approached me with concern that you used that moment to voice your negative opinion about your teammates’ work in front of others. I need you to bring your work concerns to individuals in a private setting. Doing so will help foster trust in the relationship, eliminate the discomfort of others in overhearing a private discussion 和/or feeling a need to take sides, 和 support a cohesive team environment.”

Review of Prior Year’s Goals

Reflect on the past year including 如何 the employee approached the goal 和 the outcomes.

Goals for the Upcoming Year

IMPORTANT: At least some of your goals should relate to the Opportunity Competencies you’ve identified!!!

Use the S.M.A.R.T Goals format 和 provide a least 3 goals for the upcoming year. The employee may make goal suggestions during the first meeting which should enter into your discussion at the end of the Coaching Feedback session. This is an essential piece to successful performance at UNH.  The final version of goals should appear on this form so do an update to it after the meeting if there are changes based on your discussion of goals with the employee. 

Specific:  What, why, 和 如何.

Measurable:  How will you measure?

Attainable:  Is it possible in the current circumstances?

Realistic:  Is the employee willing 和 able, do they have what is needed?

Time bound:  Schedule 和 deadline.
 

*PLEASE REMEMBER:  Return signed copies of the 2 FORMS to your HR Partner when the annual review process is complete.