Employee Review Process

Help Northern Chautauqua Community Foundation develop a light-weight and reusable performance review process that will help strengthen their team through honest and supportive feedback.
Northern Chautauqua Community Foundation
Dunkirk, NY, USA
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Northern Chautauqua Community Foundation
Dunkirk, NY, USA


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Posted July 19th

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

I am seeking help creating a new system. We do not have a formal, consistent process for evaluating staff members. Because of this and a heavy workload, staff evaluations end up on the back burner. There are six of us on staff.

What We Have In Place
  • We currently have Job descriptions, some goals from previous years, which should make it easy for you to get started. We also have Organizational chart, and the ability to provide any other information you need.
How This Will Help
This project will save us $8,686 , allowing us to Upgrade technology.

Some staff members are floundering. If I had a formal system in place for evaluation and goal setting/measurement staff members would have more confidence and know in which direction to head.

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

Northern Chautauqua Community Foundation
Our Mission

NORTHERN CHAUTAUQUA COMMUNITY FOUNDATION was incorporated in 1986. NCCF provides a simple, powerful, and highly personal approach to giving.
Mission: to enrich the area in which we live and work. To this end, the Foundation has five primary goals:
- to be a catalyst for the establishment of endowments to benefit the community both now and in the future;
- to provide a vehicle for donors'' varied interests;
- to promote local philanthropy;
- to serve as a steward of funds;- to provide leadership and resources in addressing local challenges and opportunities.