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Employee Review Process

Help Bay Aging develop a light-weight and reusable performance review process that will help strengthen their team through honest and supportive feedback.
Bay Aging
Urbanna, VA, USA
Bay Aging
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Bay Aging
Urbanna, VA, USA

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Cause
Human services
Skills
Human resources Management

Posted September 13th

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Employee Review Process

Project details

What we need
  • A documented process outlining how to administer a top-down, peer-to-peer, or a full 360 employee review process
  • A communication plan to share the process with others in the Organization to help them understand the approach and desired outcomes
  • Recommendations on tools that can be used to collect feedback (anonymous or identified) and organize quantitative and qualitative results
  • Best practices for rolling out the performance reviews, and coaching advice for managers and individual contributors
Additional details

We need to revise our current annual performance review template for staff and management. I am looking for assistance with review of sample non-profit annual review forms. We want it to be meaningful and not too lengthy but not canned.

What we have in place
  • We currently have a form that is in use for your review, which should make it easy for you to get started. We also have contacts for you, and the ability to provide any other information you need.
How this will help
This project will save us $8,686 , allowing us to improve our performance management process; improve the perception of annual reviews; and provide meaningful feedback and goal setting. Ultimately, this will help with retention of talent.

Meaningful evaluations are key to performance management. Staff want to know what they are doing well and what they need improvement on in their role. A template that show cases their performance, accomplishments, goals, and what they are contributing to the company helps to show their value and helps the company retain staff.

Project plan

P
Prep: Planning
  • The Volunteer Manager provides a summary of the Organization’s current organizational structure and review process
  • The Volunteer Manager outlines the Organization’s goals for the review cycle, desired cadence and any specific needs
  • The Professional provides a high-level recommendation for approach based on the inputs from the Volunteer Manager
1
Milestone 1: Initial Process Design & Feedback
  • The Professional provides an initial process design outlining the questionnaire approach, general sequence of communications and meetings and suggested approach to collect the feedback (anonymously or identified)
  • The Volunteer Manager reviews the initial design and provides detailed feedback to the Professional
2
Milestone 2: Finalizing Process & Roll-Out Strategy
  • The Professional follows up with a revised process design based on the Volunteer Manager’s feedback
  • The Professional outlines a communication roll-out strategy to announce and administer the review process with timelines and anticipated Q&A
  • The Professional provides final recommendations on tools to administer the survey and organize the results / feedback
3
Milestone 3: Midpoint Check-In
  • The Volunteer Manager provides an update on the initial announcement of the review process and the progress thus far
  • The Professional provides feedback and advice to tune the process
4
Milestone 4: Review Cycle Post-Mortem
  • The Volunteer Manager provides a summary of the immediate outcome of the review process
  • The Professional offers final feedback, takeaways, and recommendations for future review cycles
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About the org

Bay Aging
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Causes
Human services Health & nutrition Housing & homelessness
Posted by
MD
MaDena D.

Human Resource Manager

Our mission

Bay Aging will deliver the programs and services people of all ages need to live independently in their communities for as long as possible.

What we do

We offer three major divisions of services:
Community Living
Bay Transit
Bay Family Housing

Testimonials

Read the Impact Story
Rob was FANTASTIC! He provided expertise, insight, and helped us revise our performance review tool. He was always prepared and ready with information to help us. Excellent!
MaDena D.

Human Resource Manager

Employee Review Process Project

(No testimonial has been submitted by Rob)
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