Stage 1 – Scenarios & Activities
Posted in 3.1. Stage 1 - Scenarios & Activities on April 4th, 2010 by admin – Comments OffAudio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser.
Let’s take a closer look at the first stage of the employee performance management cycle through a scenario.
Karen, a Public Health Inspector, has worked as a Front Line Provider in a health unit in the Food Safety program for five years. She is about to meet with her manager Leslie as part of the annual performance management process.
Before the meeting
In order to prepare for their meeting, Karen & Leslie:
- Begin planning by reading through the Guidebook to understand the employee performance management cycle with associated competencies, profiles, tools and learning plans
- Review the Checklist to familiarize themselves with the process
- Review Competencies to understand what is expected of Karen’s role as a Front Line Provider
- Reflect on Karen’s career development
Both Karen and Leslie will also need to:
- Review Karen’s job description
- Review Karen’s Planning and Evaluation tool from the previous year
- Review the organization’s strategic business plans and program’s current objectives
- Review organizational guidelines for learning and development and succession planning
- Draft performance objectives for the next year
During the meeting
Karen and Leslie will have a shared discussion and mutually agree upon Karen’s performance objectives, her proficiency levels for the eight competencies and her learning and development objectives. These will be documented and each will keep a printed and electronic copy of the partially filled out Planning and Evaluation tool.
Scenario 1: Performance Objectives
Prior to the meeting, both Karen and her manager thought about the priorities, and performance objectives they want to accomplish over the year.
At the planning meeting, Karen and her manager have a shared discussion of ‘what’ Karen hopes to accomplish during the year.
- They identify and document performance objectives, key indicators and target completion dates
- As they mutually identify and document performance objectives, they think about which competencies may be most applicable and write them in the brackets beside each key indicator
- They complete Section A: Performance Planning and Review of the Planning & Evaluation tool
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Karen and her manager use the SMART way to write her performance objectives, meaning that they are:
- Specific
- Measurable
- Achievable
- Realistic
- Time bound
Description: Karen and Leslie discuss and document SMART performance objectives, indicators and target dates in Section A: Performance Planning and Review of the Planning and Evaluation tool.
Stage 1 Video Clip #1 (3 min. 55 sec.)
For an illustration, check out the example of performance objectives, key indicators and target dates completed by Karen and Leslie in Section A: Performance Planning and Review of the Planning and Evaluation tool.
Now you try! Complete the following activity.
Activity 1: SMART Performance Objectives
Write a performance objective, using the SMART way that addresses one performance area.
Scenario 2: Setting Competency Proficiency Levels
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In preparation for her meeting with Leslie, Karen looked at the Competency Profiles, to determine the level of proficiency required in her role as a Front Line Provider.
Specifically she looked at the competency profile for Partnerships, Collaboration and Advocacy and the expected proficiency level is listed as 2-3.
Description: Leslie and Karen discuss proficiency levels for the competencies for completion of Section B: Competency Review of the Planning and Evaluation tool.
Stage 1 Video Clip #2 (1 min. 18 sec.)
You can review the example of Section B: Competencies Review of the Planning and Evaluation tool to see the documented proficiency levels agreed to by Leslie and Karen.
Now you try! Complete the following activity.
Activity 2: Find a Proficiency level for your role
- Go to the Competency Profiles and select your role, for example, front line provider, consultant/specialist or manager/supervisor
- Select the competency of Leadership. What is the proficiency level required for your role?
- Now, refer to the Competencies tool. Select Leadership and the level of proficiency for your role. Next, read the behavioural statements that relate to your job
- Think about an example in your every day work that would demonstrate these behavioural statements
Scenario 3: Learning and Development
What is a learning and development plan?
A learning and development plan is an agreement between a manager and an employee that enables the employee to acquire or develop the skills and competencies needed for the job. It is a commitment to carry out specific actions in support of employee learning and is a key component of the employee performance management cycle.
What is a learning objective?
Learning objectives are specific, measurable statements of the skill or action employees will be able to perform as a result of the learning activity. The objectives should be expressed using action words, such as “explain”, “describe”, “conduct”, or “negotiate”.
Through their discussion, Leslie and Karen write Karen’s learning and development objectives for the year and how they relate to her current job, career aspirations and development activities.
Karen chooses to focus on the competency of Partnership, Collaboration and Advocacy and ‘how’ to develop solutions to contradictory nutrition and food safety recommendations.
Karen wants to know what low risk foods are nutritious and how best to recommend handling higher-risk nutritious foods into school nutrition program settings.
Karen needs to write some learning objectives, reflecting competencies and document these in Section C: Learning and Development of the Planning & Evaluation tool. She will need to include resources and barriers to achieving her objectives.
Description: Karen and Leslie discuss and agree to a SMART learning objective for the competency Partnership, Collaboration and Advocacy and complete Section C: Learning and Development of the Planning and Evaluation tool.
Stage 1 Video Clip #3 (2 min. 45 sec.)
Karen’s learning objective looks like this:
Review the completed learning objective for Partnership, Collaboration and Advocacy competency in Section C: Learning and Development of the Planning and Evaluation tool.
Now you try it! Complete the following activity.
