Employee: Page 2 of 3
Review Period:
YMCA OF WESTERN NORTH CAROLINA
EXEMPT EMPLOYEE PERFORMANCE REVIEW
NAME
/BRANCH
JOB TITLE
/PERIOD COVERED
PURPOSE
Ø To motivate employees through recognition and support.
Ø To provide an opportunity to discuss how well one is meeting job expectations and standards.
Ø To provide an opportunity to counsel and coach employees to develop potential and improve performance for the benefit of both the employee and the YMCA.
Ø To identify areas of greatest/least effectiveness.
Ø To ensure that employee and supervisor have clear, realistic understanding of what is expected and the level of performance to strive towards.
Ø To develop commitment to the YMCA through discussion with employees of career opportunities and career planning.
Ø To assist supervisor in making decisions regarding promotions, transfers, retention, discharge and salary decisions, and to provide documentation to support those decisions.
Ø To formulate and agree upon a practical improvement program for the next review period and to identify training needs.
Ø To develop/strengthen better communication and understanding.
GUIDELINES TO FOLLOW IN THE PROGRESS REVIEW PROCESS
Ø This document is to be used in conjunction with the annual planning form that identifies association goals/standards and branch and individual goals.
Ø Employee is to submit achievements for all key result areas identified on the annual plan, including program statistics – income and participant. These achievements are to be recorded in detail. Annual plan document may be used, or narrative form if all goals are repeated from annual plan.
Ø Supervisor will use employee’s input when preparing this document to summarize employee’s performance.
Ø Supervisor will obtain signature from his/her supervisor before sharing review with employee.
Ø Employee and supervisor will meet to discuss performance and to formulate and agree on a plan of action for the next review period. Details may be recorded on the annual plan document, and in summary on this progress review form.
Ø Employee and supervisor will sign and date this form. The original will be sent to the YMCA of Western North Carolina Corporate office to be placed in the employee’s personnel file. A copy is to be retained by the employee.
KEY TO APPRAISAL CODES
1 BELOW STANDARDS – Clearly and consistently fails to meet minimum standards. Normally 0 – 4% of total employees.
2 PROGRESSING TOWARD GOALS – Progress toward goals/standards, but below expectations. Normally includes 10 – 12% of total employees. Includes employees new in their jobs, not yet fully trained.
3 SATISFACTORY – Fully meets expectations. Normally includes 75- 80% of total personnel.
4 COMMENDABLE – Exceeds goals/standards. Normally includes 10-12% of total personnel.
5 EXCEPTIONAL – Far exceeds goals/standards. Normally includes not more than 5% of total personnel.
KEY RESULTS AREAS RATING
1. / BOARD/COMMITTEE/VOLUNTEER RELATIONS & DEVELOPMENTØ Recruitment including diversity
Ø Attendance – average 60% Board & Committee
Ø Accomplish chart of work
Ø Plan and participation for development and recognition
COMMENTS2. / HUMAN RESOURCES AND ADMINISTRATION
Ø Recruitment including diversity
Ø Staff retention
Ø Effective delegation of responsibilities
Ø Development and recognition of staff
Ø Adherence to standards and established short and long term plans
Ø Membership and participation in association and community groups
Ø Meeting professional standards in conduct, teamwork, meeting deadlines, etc.
COMMENTS3. / PROGRAM/MEMBERSHIP ADMINISTRATION/MARKETING
Ø Achieve retention goals
Ø Achievement and growth of goals – income and participant
Ø Use evaluation results to plan for improved quality of service. Attach program evaluations or evaluation summaries.
Ø Accurate reporting of statistics.
Ø Develop/implement marketing plan for each program.
Ø Participation in association wide marketing of major programs.
Ø Personal presentations and nurture relationships with community.
Ø New and innovative programs developed and implemented.
COMMENTS4. / FINANCIAL DEVELOPMENT
Ø Achieve goals for recruitment and funds for Annual Support Campaign, grants, special events, and other.
COMMENTS5. / FACILITY MANAGEMENT/SAFETY
Ø Maintenance of facility, equipment, vehicles and grounds according to association standards, preventative maintenance plans and facility action plan
Ø Pass inspections
Ø Monitor and control of systems, practices, and training as it relates to risk management and safety for participants/employees.
COMMENTS6. / BUDGET MANAGEMENT AND GROWTH
Ø Achieve budgeted income and growth
Ø Manage budgeted expenses including reserves
Ø Produce surplus
Ø Follow policies and procedures
COMMENTSHay Points / Salary range / $ / $ / $ / $
Minimum / Midpoint / Maximum / Current
Recommended new salary / $ / Overall Performance Rating
Next review date
Prior management review:
______
Next Level Supervisor Signature Date
______
Supervisor Signature Date
______
Employee Signature Date