Gold standard
Part 4 - Assessment
Checklist
- Guidance is provided to executives on the expectations and standards, with respect to drafting assessments, and the timeline for their completion.
- Executives have access to training and support to improve their skills in evaluation of performance as well as giving and receiving feedback.
- Each performance agreement contains descriptions of results achieved as well as an overall assessment in the Narrative Summary.
- Executives are provided with training and tools to assess the Key Leadership Competencies.
- Executive performance is assessed against the Key Leadership Competencies including Values and Ethics.
- HR services monitors the receipt of the PA assessments, the provisional ratings and the Personal Learning Plans.
- A sample of performance assessments is reviewed to ensure that the Results Achieved column describes accomplishments relative to the performance measures and addresses key leadership competencies.
- Narrative Summaries are reviewed to ensure congruence with Results Achieved and provisional ratings.
- Narrative Summaries and provisional ratings are reviewed to ensure they address HOW results were achieved.
Discussion
The term “assessment” refers to the official report of an executive’s performance. Executives should receive feedback on their performance throughout the year but the completed PA stands as the official record of assessment, identifying the ongoing and key commitments, performance measures and the results achieved. It also provides the narrative assessment.
The Results Achieved section of the performance agreement provides a brief description of the executive’s accomplishments under each ongoing or key commitment. These descriptions respond to the performance measures that were stated at the beginning of the planning cycle. Best practice organizations use multiple inputs, including self-assessments, to evaluate results achieved.
The executive’s immediate manager completes the Narrative Summary which, in one or two paragraphs, summarizes the executive’s overall contribution and reviews performance in relation to the Key Leadership Competencies and values and ethics. The narrative assessment focuses on how results were achieved and provides evidence of both the willingness and ability of the immediate manager to provide constructive feedback to executives.
The assessments provide grounds for assigning a performance rating and corresponding pay-related decisions. Assessments take into account the complexity and degree of challenge of the commitments, recognizing that these factors vary across the organization.
While most executives tend to complete the Results Achieved column to summarize what they accomplished during the performance cycle, the drafting of the Narrative Summary remains the responsibility of the immediate manager. This assessment normally takes into consideration not only the overall accomplishments but also the Key Leadership Competencies demonstrated in achieving the results. Employee survey results, grievances, complaints and results of other surveys (such as the corporate culture index) are all helpful resources in drafting the narrative assessment.
Next
- Date modified: