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Employee Review Process

Help Exchange Family Center develop a light-weight and reusable performance review process that will help strengthen their team through honest and supportive feedback.
Exchange Family Center
Durham, NC, USA
Exchange Family Center
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Exchange Family Center
Durham, NC, USA

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Cause
Human services
Skills
Human resources Management

Posted April 17th

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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
What we have in place
  • We currently have an annual performance review template, which should make it easy for you to get started. We also have a general process documented, and the ability to provide any other information you need.
How this will help
This project will save us $8,686 , allowing us to focus staff and leadership time on serving the families that turn to us for support. This freeing up of staff resources will allow us to serve additional families currently on the waiting list.

We recognize the benefit of a regular, formal review for staff members. We have a general outline and process in place, however, this is not as consistently implemented across the agency as would be ideal making the ratings seem subjective. I would like to see this process revisited and made more consistent to ensure that it is a motivating experience for staff members.

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

Exchange Family Center
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Cause
Human services
Posted by
Danielle D
Danielle D.

Operations Manager

Our mission

The Exchange Family Center makes children's lives better by strengthening their families, teachers, and communities through proven counseling, coaching, and training.

We believe that caring adults are essential to developing resilience in children so they thrive now and as they grow
We build up the skills and capacities of the caring adults children rely on
We create safe spaces and responsive environments

Testimonials

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