Employee Review Process

Help Spirit Reins develop a light-weight and reusable performance review process that will help strengthen their team through honest and supportive feedback.
Spirit Reins
Liberty Hill, TX, USA
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Spirit Reins
Liberty Hill, TX, USA


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Posted April 27th

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

Spirit Reins currently has an employee review process, but we are wanting to create a new process/system.

What We Have In Place
  • We currently have an employee review process form, which should make it easy for you to get started. We also have an employee who would be able to spend any time needed, and the ability to provide any other information you need.
How This Will Help
This project will save us $8,686 , allowing us to 49 equine assisted psychotherapy sessions to children to who have experience trauma.

One of our strategic goals for the first six months of 2021 is to increase operational efficiency and a key result in achieving this goal is by developing and implementing a new employee review process.

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

Spirit Reins
Posted by
Ana G.

Business Operations Specialist

Our Mission

Spirit Reins heals the emotional and relational wounds caused by adverse childhood experiences (ACEs) and other complex trauma events by partnering licensed therapists and equine professionals with horses to build resilience in children, families, and communities. Our vision is to end the generational cycle of trauma by healing families and helping children believe they are worthy of love and belonging and capable of reaching their full potential.

What We Do

Spirit Reins partners therapists and equine professionals with horses to work with children, adults, and families impacted by trauma. We offer semester-based, equine therapy programs for groups and individuals to help clients make great strides in their healing journey. Our natural setting, equine experiences, and focus on healthy relationships help clients heal from trauma and equip them with the executive functioning skills they need to thrive!

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