PERFORMANCE EVALUATION
Omar Harb
Raj Chintapalli
Human Resource Management 422-1
WPWP-Fall 2010
PRESENTATION OUTLINE
 Introduction and Background (Omar)
 Approach -- Performance Evaluation Survey (Omar)
 Performance Evaluation Survey Results (Raj)
 Performance Evaluation Survey Conclusions (Raj)
 Discussion (Omar & Raj)
INTRODUCTION AND BACKGROUND
 Objective of performance evaluation
 In general performance evaluation is the mechanism of
assessing if an employee is working effectively.
 However, good performance evaluations can achieve much more
than a simple metric for how well an employee is working:
 Development – evaluate need for more training
 Motivation – develop a sense of responsibility
 Human resources and employment planning
 Communication – help promote discussions
 Legal compliance – promotions, discharge, etc.
 HRM research – validate selection tools.
INTRODUCTION AND BACKGROUND
 Types of Performance Evaluations:
 Top-down:
 Most common and most effective.
 Conducted by direct supervisor (preferable).
 Matrix evaluation is a variation (multiple managers).
 Peer-to-peer:
 Employees at the same level rate each other.
 May affect group dynamics.
 360-degree:
 Multiple individuals involved in evaluation.
 Includes employee evaluation of supervisors.
 Self-assessment:
 Employees rate themselves.
 Effective when combined with other form of evaluation.
PERFORMANCE EVALUATION SURVEY
 Rational behind conducting the survey:
 Our personal experience discussion ended up with
two different views on the purpose and utility
 However, what do others think about performance
evaluations?
 To gain impressions from people about their personal
experiences with performance evaluations we
developed a simple 10-question survey.
PERFORMANCE EVALUATION SURVEY
1. Do you currently manage others and participate in their evaluations?
2. Have you ever participated in a performance evaluation?
3. What is your impression of performance evaluations?
4. Did you ever benefit from a performance evaluation?
5. Do you think your final evaluation was truly based on your
performance or on some other factor?
6. Do you think evaluations are simply a formality that needs to be
accomplished by your company or really part of a strategy?
7. When you were evaluated, did you get a chance to evaluate your
supervisor/evaluator?
8. After the evaluation did you feel:
9. If you had the chance to change your company’s evaluation would you
consider adding the following question(s):
10.Do you feel that you should be rewarded for just going through the
evaluation process?
10 questions
PERFORMANCE EVALUATION SURVEY –
DATA COLLECTION
 Data was collected from multiple sources:
 Colleagues – email solicitations.
 Facebook (personal pages and from groups pages)
 Raj and Omar’s FB pages
 The link was shared by 10 people.
 Posted the survey link on other group pages:
 Society for Human Resource Management (SHRM) [16,255 likes]
 Wharton Executive Education [1,482 likes]
 Linked-in (personal pages)
 Data was collected over a period of 2 weeks.
SURVEY RESULTS
SURVEY QUESTION 1
36.5%
15.6%
47.9%
1. Do you currently manage others and
participate in their evaluations?
Yes, I manage and
participate in
evaluating others
Yes, I manage
othersbut do not
evaluate them
No, I do not
manage others
Option Percent Count
1 36.5% 35
2 15.6% 15
3 47.9% 46
Answered 96
Skipped 1
Equal mix of managers (52.1%) and those in non-managerial
positions (47.9%)
SURVEY QUESTION 2
Option Percent Count
1 7.4% 7
2 82.1% 78
3 10.5% 10
Answered 95
Skipped 2
82.1% of those surveyed have participated in PEs, while 10.5%
never participated in one
SURVEY QUESTION 3
Option Percent Count
1 31.1% 28
2 40.0% 36
3 23.3% 21
4 5.6% 5
Answered 0.0% 90
Skipped 0.0% 7
40% of those surveyed did not care about PEs, 23.3% found them
useless and 5.6% hated them ~ 68% negative
SURVEY QUESTION 4
Option Percent Count
1 68.0% 66
2 32.0% 31
Answered 97
Skipped 0
68 % of the people benefitted from PE process
SURVEY QUESTION 5
Option Percent Count
1 73.4% 69
2 62.8% 59
3 8.5% 8
4 12.8% 12
5 20.2% 19
Answered 0.0% 94
Skipped 0.0% 3
40% thought it was based on factors other than performance and
relationships
SURVEY QUESTION 6
Option Percent Count
1 61.7% 58
2 38.3% 36
Answered 94
Skipped 3
61.7% of the surveyed indicated that they thought that PEs were
simply a formality
SURVEY QUESTION 7
Option Percent Count
1 22.1% 21
2 8.4% 8
3 17.9% 17
4 51.6% 49
Answered 0.0% 95
Skipped 0.0% 2
69.5% did not get to evaluate their supervisors, 8.4% of those
indicated that they lied about their supervisors
SURVEY QUESTION 8
Option Percent Count
1 25.0% 20
2 57.5% 46
3 17.5% 14
4 0.0% 15
Answered 0.0% 80
Skipped 0.0% 17
Only 25% thought the PE was “great”, 75% had a negative
opinion
SURVEY QUESTION 8 CONTD…
 Not “great” but a useful exercise to do
periodically
 It provides opportunity to get your message
across
 For all the time it took, I wish it was more useful
 More about “politics” than work product
 OK, let’s get back to the actual work
SURVEY QUESTION 9
Option Percent Count
1 23.1% 18
2 43.6% 34
3 41.0% 32
Answered 78
Skipped 19
41% did not trust the process to provide consistent results
SURVEY QUESTION 9 CONTD..
 Comments from 32 people
 Approximately 50% wanted peer review
 25% of the people wanted to review the manager
 Few want to see their managers review form
 Thoughts,
 Ask, has previous years evaluation impacted any
changes in your working conditions?
 Have a specific group evaluated as a whole together
so you can compare yourself with the group
 More informal reviews more than once in an year
 Ask, what skills or knowledge would you like to
develop to improve performance
SURVEY QUESTION 10
Option Percent Count
1 24.2% 23
2 75.8% 72
Answered 95
Skipped 2
75.8% do not feel like they should be rewarded for participating
in a PE, but some thought that a simple “Thank You” would
have been better
RESULT SUMMARY
Questions Majority Second
1
Do you currently manage others and participate in their
evaluations?
Non-
Managers(48%) Managers(37%)
2 Have you ever participated in a performance evaluation? Participated (82%) Never (10%)
3 What is your impression of performance evaluations? Negative(69%) Positive(31%)
4 Did you ever benefit from a performance evaluation? Yes(68%) No(32%)
5
Do you think your final evaluation was truly based on your
performance or on some other factor? (select all that apply) Positive (68%) Negative (32%)
6
Do you think evaluations are simply a formality or really part of
a strategy? Formality (62%) Strategy(38%)
7
When you were evaluated, did you get a chance to evaluate
your supervisor/evaluator?
I wish, I could
(53%) Yes I did (22%)
8 After the evaluation did you feel: Thank God (57%) Great (25%)
9
If you had the chance to change your company’s evaluation
would you consider adding the following question(s):
Review Colleagues
Evaluation (47%) Others (53%)
10
Do you feel that you should be rewarded for just going through
the evaluation process? No (75%) Yes( 25%)
SUMMARY
 Participants have a negative opinion about the
performance evaluation process
 Some managers even seem to have a similar opinion
 Participants did benefit from the PE process
 Most participants do think that PE was based on the
work and relationships*
 Majority thought PE is a formality
 For a Majority the PE process was not inclusive
 Most thought that the PE process does not yield
consistent results
MAJOR TAKEAWAYS
Human Resources should
 Invest more effort to improve
the PE process
 Make the PE process inclusive
and enjoyable
 Build PE processes to yield
consistent results
QUESTIONS AND DISCUSSION

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Performance Evaluation

  • 1. PERFORMANCE EVALUATION Omar Harb Raj Chintapalli Human Resource Management 422-1 WPWP-Fall 2010
  • 2. PRESENTATION OUTLINE  Introduction and Background (Omar)  Approach -- Performance Evaluation Survey (Omar)  Performance Evaluation Survey Results (Raj)  Performance Evaluation Survey Conclusions (Raj)  Discussion (Omar & Raj)
  • 3. INTRODUCTION AND BACKGROUND  Objective of performance evaluation  In general performance evaluation is the mechanism of assessing if an employee is working effectively.  However, good performance evaluations can achieve much more than a simple metric for how well an employee is working:  Development – evaluate need for more training  Motivation – develop a sense of responsibility  Human resources and employment planning  Communication – help promote discussions  Legal compliance – promotions, discharge, etc.  HRM research – validate selection tools.
  • 4. INTRODUCTION AND BACKGROUND  Types of Performance Evaluations:  Top-down:  Most common and most effective.  Conducted by direct supervisor (preferable).  Matrix evaluation is a variation (multiple managers).  Peer-to-peer:  Employees at the same level rate each other.  May affect group dynamics.  360-degree:  Multiple individuals involved in evaluation.  Includes employee evaluation of supervisors.  Self-assessment:  Employees rate themselves.  Effective when combined with other form of evaluation.
  • 5. PERFORMANCE EVALUATION SURVEY  Rational behind conducting the survey:  Our personal experience discussion ended up with two different views on the purpose and utility  However, what do others think about performance evaluations?  To gain impressions from people about their personal experiences with performance evaluations we developed a simple 10-question survey.
  • 6. PERFORMANCE EVALUATION SURVEY 1. Do you currently manage others and participate in their evaluations? 2. Have you ever participated in a performance evaluation? 3. What is your impression of performance evaluations? 4. Did you ever benefit from a performance evaluation? 5. Do you think your final evaluation was truly based on your performance or on some other factor? 6. Do you think evaluations are simply a formality that needs to be accomplished by your company or really part of a strategy? 7. When you were evaluated, did you get a chance to evaluate your supervisor/evaluator? 8. After the evaluation did you feel: 9. If you had the chance to change your company’s evaluation would you consider adding the following question(s): 10.Do you feel that you should be rewarded for just going through the evaluation process? 10 questions
  • 7. PERFORMANCE EVALUATION SURVEY – DATA COLLECTION  Data was collected from multiple sources:  Colleagues – email solicitations.  Facebook (personal pages and from groups pages)  Raj and Omar’s FB pages  The link was shared by 10 people.  Posted the survey link on other group pages:  Society for Human Resource Management (SHRM) [16,255 likes]  Wharton Executive Education [1,482 likes]  Linked-in (personal pages)  Data was collected over a period of 2 weeks.
  • 9. SURVEY QUESTION 1 36.5% 15.6% 47.9% 1. Do you currently manage others and participate in their evaluations? Yes, I manage and participate in evaluating others Yes, I manage othersbut do not evaluate them No, I do not manage others Option Percent Count 1 36.5% 35 2 15.6% 15 3 47.9% 46 Answered 96 Skipped 1 Equal mix of managers (52.1%) and those in non-managerial positions (47.9%)
  • 10. SURVEY QUESTION 2 Option Percent Count 1 7.4% 7 2 82.1% 78 3 10.5% 10 Answered 95 Skipped 2 82.1% of those surveyed have participated in PEs, while 10.5% never participated in one
  • 11. SURVEY QUESTION 3 Option Percent Count 1 31.1% 28 2 40.0% 36 3 23.3% 21 4 5.6% 5 Answered 0.0% 90 Skipped 0.0% 7 40% of those surveyed did not care about PEs, 23.3% found them useless and 5.6% hated them ~ 68% negative
  • 12. SURVEY QUESTION 4 Option Percent Count 1 68.0% 66 2 32.0% 31 Answered 97 Skipped 0 68 % of the people benefitted from PE process
  • 13. SURVEY QUESTION 5 Option Percent Count 1 73.4% 69 2 62.8% 59 3 8.5% 8 4 12.8% 12 5 20.2% 19 Answered 0.0% 94 Skipped 0.0% 3 40% thought it was based on factors other than performance and relationships
  • 14. SURVEY QUESTION 6 Option Percent Count 1 61.7% 58 2 38.3% 36 Answered 94 Skipped 3 61.7% of the surveyed indicated that they thought that PEs were simply a formality
  • 15. SURVEY QUESTION 7 Option Percent Count 1 22.1% 21 2 8.4% 8 3 17.9% 17 4 51.6% 49 Answered 0.0% 95 Skipped 0.0% 2 69.5% did not get to evaluate their supervisors, 8.4% of those indicated that they lied about their supervisors
  • 16. SURVEY QUESTION 8 Option Percent Count 1 25.0% 20 2 57.5% 46 3 17.5% 14 4 0.0% 15 Answered 0.0% 80 Skipped 0.0% 17 Only 25% thought the PE was “great”, 75% had a negative opinion
  • 17. SURVEY QUESTION 8 CONTD…  Not “great” but a useful exercise to do periodically  It provides opportunity to get your message across  For all the time it took, I wish it was more useful  More about “politics” than work product  OK, let’s get back to the actual work
  • 18. SURVEY QUESTION 9 Option Percent Count 1 23.1% 18 2 43.6% 34 3 41.0% 32 Answered 78 Skipped 19 41% did not trust the process to provide consistent results
  • 19. SURVEY QUESTION 9 CONTD..  Comments from 32 people  Approximately 50% wanted peer review  25% of the people wanted to review the manager  Few want to see their managers review form  Thoughts,  Ask, has previous years evaluation impacted any changes in your working conditions?  Have a specific group evaluated as a whole together so you can compare yourself with the group  More informal reviews more than once in an year  Ask, what skills or knowledge would you like to develop to improve performance
  • 20. SURVEY QUESTION 10 Option Percent Count 1 24.2% 23 2 75.8% 72 Answered 95 Skipped 2 75.8% do not feel like they should be rewarded for participating in a PE, but some thought that a simple “Thank You” would have been better
  • 21. RESULT SUMMARY Questions Majority Second 1 Do you currently manage others and participate in their evaluations? Non- Managers(48%) Managers(37%) 2 Have you ever participated in a performance evaluation? Participated (82%) Never (10%) 3 What is your impression of performance evaluations? Negative(69%) Positive(31%) 4 Did you ever benefit from a performance evaluation? Yes(68%) No(32%) 5 Do you think your final evaluation was truly based on your performance or on some other factor? (select all that apply) Positive (68%) Negative (32%) 6 Do you think evaluations are simply a formality or really part of a strategy? Formality (62%) Strategy(38%) 7 When you were evaluated, did you get a chance to evaluate your supervisor/evaluator? I wish, I could (53%) Yes I did (22%) 8 After the evaluation did you feel: Thank God (57%) Great (25%) 9 If you had the chance to change your company’s evaluation would you consider adding the following question(s): Review Colleagues Evaluation (47%) Others (53%) 10 Do you feel that you should be rewarded for just going through the evaluation process? No (75%) Yes( 25%)
  • 22. SUMMARY  Participants have a negative opinion about the performance evaluation process  Some managers even seem to have a similar opinion  Participants did benefit from the PE process  Most participants do think that PE was based on the work and relationships*  Majority thought PE is a formality  For a Majority the PE process was not inclusive  Most thought that the PE process does not yield consistent results
  • 23. MAJOR TAKEAWAYS Human Resources should  Invest more effort to improve the PE process  Make the PE process inclusive and enjoyable  Build PE processes to yield consistent results