Staff Performance Review Policy: Difference between revisions

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== Policy Statement ==
== Policy Statement ==
The following steps will be implemented (a) before the completion of the staff member’s probationary or trial period, as specified in their contract; and (b) on completion of approximately 12 months and each subsequent 12 months worked in his/her position.
The following steps will be implemented (a) before the completion of the staff member’s probationary or trial period, as specified in their contract; and (b) on completion of approximately 12 months and each subsequent 12 months worked in their position.


<ol>
<ol>
<li>Standing HR Committee, including Staff Liaison, will initiate the evaluation process and describes the process with staff member. The ED joins the committee for reviews of other staff.</li>
<li>The HR Committee, including the Staff Liaison, will initiate the evaluation process and describe the process with staff member. The Executive Director joins the committee for reviews of other staff.</li>
<li>Evaluation survey will be distributed to staff member for self evaluation. The same evaluation will be distributed to other staff members, board members, volunteers, service volunteers, community partners who have worked with staff member being evaluated. (Evaluators, particularly those from outside EBC, should be provided with direction as to which topics they might be most able to speak to, but are free to comment on any topics in the evaluation.)</li>
<li>An evaluation survey will be distributed to the staff member for self-evaluation. The same evaluation will be distributed to other staff members, board members, volunteers, and community partners who have worked with staff member being evaluated. (Evaluators, particularly those from outside Bike Edmonton, should be provided with direction as to which topics they might be most able to speak to, but are free to comment on any topics in the evaluation.)</li>
<li>Staff begin goal setting, learning and development needs, successes, general comments.</li>
<li>The HR Committee will collect and compile evaluation surveys. Raw survey results are only accessible by the HR Committee and the Board Executive.</li>
<li>4. HR Committee will distribute, collect and compile evaluation surveys.
<li>The HR Committee will meet in person with the staff member to discuss the results of the evaluation surveys, including a recognition of their success and areas for development.
a.) Raw survey results are only accessible by HR Committee and Board Executive.</li>
a.) HR Committee will synthesize results and share with staff member.
<li>5. HR Committee will meet in person with staff member to discuss self-evaluations, survey results, recognition, development areas and successes.
a.) HR Committee will synthesise results and share with staff member.
b.) Performance will be compared against job description that was signed in contract and goals set in the last performance review cycle.
b.) Performance will be compared against job description that was signed in contract and goals set in the last performance review cycle.
HR Committee will receive recommendations for updates/amendments to job description and bring to the board as needed.  
HR Committee will receive recommendations for updates/amendments to job description and bring to the board as needed.  
c.) Review staff member’s goals for remainder of contract and discuss opportunities for professional development.
c.) Review staff member’s goals for remainder of contract and discuss opportunities for professional development.
d) The committee will produce a written performance review based on the feedback received and conclusions reached in their in-person meeting with the staff member. The written review will be shared with the board and be kept on file, along with raw feedback forms.</li>
d) The committee will produce a written performance review based on the feedback received and conclusions reached in their in-person meeting with the staff member. The written review will be shared with the board and kept on file, along with raw feedback forms.</li>
<li>6. Staff member has a right to include a written rebuttal up to two weeks after the evaluation is completed.</li>
<li>The Staff member has a right to include a written rebuttal up to two weeks after the evaluation is completed.</li>
<li>7. HR Committee puts forward recommendations to Board for staff member’s contract (termination, extension, renewal, upgrade, etc).</li>
<li>The HR Committee puts forward recommendations to Board for staff member’s contract (termination, extension, renewal, upgrade, etc).</li>
</ol>
</ol>


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== Philosophy ==
== Philosophy ==
EBC’s success is dependent in part on the performance and contribution of every employee. Effective performance management involves a continuous two-way process of communication between an employee and the Board via the Staff Liaison focused on:
Bike Edmonton’s success is dependent in part on the performance and contribution of every employee. Effective performance management involves a continuous two-way process of communication between an employee and the Board via the Staff Liaison focused on:
*(a) the direction and goals of EBC and the employee's contributions in the coming year;
*(a) the direction and goals of Bike Edmonton and the employee's contributions in the coming year;
*(b) clear, reasonable expectations for performance and accountability;
*(b) clear, reasonable expectations for performance and accountability;
*(c) learning and development needs;
*(c) learning and development needs;
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== Scope ==
== Scope ==
 
This policy applies to all Bike Edmonton staff.


== Permissible Exceptions ==
== Permissible Exceptions ==
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== Positions in the organization responsible for implementing and monitoring the policy ==
== Positions in the organization responsible for implementing and monitoring the policy ==
The HR Committee is responsible for implementation of this policy.


==Notes==
A template for Executive Director evaluation has been uploaded: [[File:EDperformancereviewtemplate.odt]]. This remains at the discretion of the HR Committee.


== Dates of Effect ==
== Dates of Effect ==
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Enter Date Information
Approved June 19, 2013, effective immediately and indefinitely.


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