This project was completed on Apr 10, 2019
Matched with Darlene L
Matched with
Darlene L.

Employee Review Process

for  Friends of Ballona Wetlands
Playa Del Rey, CA, USA
Posted by
Scott C.

Executive Director

Posted Date
Mar 20, 2019
Virtual volunteer opportunity
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Impact statement
This project will save us $8,686 , allowing us to increase communication and spend these dollars on programs

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 are a small non-profit (6 employees) and need to implement/update our year-end review process. Currently the review is not outcomes and deliverables based. Need process to identify and discuss strengths and weaknesses to prepare for upcoming year.

What We Have In Place
  • We currently have a not very good template, which should make it easy for you to get started. We also have previous years review documents we can discuss, and the ability to provide any other information you need.
How This Will Help

Staff, board and management are disappointed with the current process. It's ineffective and essentially is a walk-trough without benefit to the organization.

Project Plan

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
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
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
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
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

Our Mission

Friends of Ballona Wetlands' mission is to champion the restoration and protection of the Ballona Wetlands, involving and educating the public as advocates and stewards.

Our project is sponsored by: Patagonia


Darlene made the process efficient and productive; she listened closely and delivered a final product within two drafts. I wanted a non-numeric rating system that would require the employee and manager to be more thoughtful in their review. She saved us time and money - something that's in short supply with most non-profits. Thank you Darlene!
Scott C.

Executive Director

Employee Review Process Project

Scott was such a pleasure to work with: clear on what he and his organization needed, had reference materials handy and sent to me right away. He was thoughtful about his feedback so that we could finalize the appraisal a very smooth and efficient process. Loved working with Scott.
Darlene Lee
Darlene L.


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