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Employee Review Process

Help Institute for Nonprofit Practice develop a light-weight and reusable performance review process that will help strengthen their team through honest and supportive feedback.
Institute for Nonprofit Practice
Needham Heights, MA, USA
Institute for Nonprofit Practice
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Institute for Nonprofit Practice
Needham Heights, MA, USA

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Cause
Philanthropy & capacity building
Skills
Human resources Management

Posted August 30th

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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

The Institute for Nonprofit Practice is a small, growing entrepreneurial organization. We were founded in Boston and have expanded to serve four communities in the New England region. This fall we are launching our program in New York with plans to scale nationally over the next several years. Our team has grown from four to thirteen over the last year and will continue to grow as we scale. Now is a critical time to build up our internal HR systems and structures to support our staff.

What we have in place
  • As the COO I will be the lead on this project and have my SPHR license from SHRM. Since joining the team in May I have completed a comprehensive review of our HR files, job descriptions, and compensation. The review system in place is cumbersome and time-consuming.
How this will help
This project will save us $9,074 , allowing us to invest more in the professional development of our staff through coaching, formal learning opportunities and conferences.

It is critical to our ability to provide a best in class employee experience and support our team during a time of rapid change and growth, especially as we hire and onboard new Executive Directors to launch new sites.

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

Institute for Nonprofit Practice
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Cause
Philanthropy & capacity building
Posted by
Megan B
Megan B.

Chief Operating Officer

Our mission

The Institute for Nonprofit Practice’s mission is to transform communities by equipping the most promising nonprofit leaders with the skills, confidence, and resources they need to make their organizations effective, innovative, and sustainable.

Testimonials

Read the Impact Story
This was a fantastic experience. I was able to complete a critical project for my organization with a much higher quality outcome than I would have been able to do on my own. Rob had the right knowledge and experience to guide me and was very patient as I navigated gathering input from my team along the way. He was also wonderful to work with and I learned so much through our conversations about HR and performance management in general.
Megan B.
Megan B.

Chief Operating Officer

Employee Review Process Project

I enjoyed working with Megan and the Institute for Nonprofit Practice. As we worked through the project together, our conversations were easy and she was open to utilizing my advice to the Institutes' advantage. The professional interaction was amazing and learning was a two way street.
Rob L.
Rob L.

President

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