CALIFORNIA LUTHERAN UNIVERSITY
PERFORMANCE FACTORS GUIDELINES
SUPERVISOR SUPPLEMENT
RATING SCALE FOR PERFORMACE FACTORS
5. Consistently
Exceeds Expectations
To receive a “5” rating, an employee consistently exceeds the expectations of the
position. The management and colleagues recognize the employee’s excellence and
their unique contributions. They serve as a role model for the organization and would be
considered a top performer in any high-performing organization.
4. Often Exceeds
Expectations
These employees often exceed and provide significant and measurable contributions well
beyond their position responsibilities. They understand their job duties and can be relied
upon to always meet all expectations and challenges.
3. Fully Meets
Expectations
These employees fully meet the basic job duties and understand expectations of their
position.
2. Does Not Meet
Expectations
These employees require improvement in the quality, quantity and/or timeliness of their
work. They should be placed on a formal Performance Improvement Plan (PIP). Their
performance may be successful in some areas of the job, or on some occasions but
overall, the employee’s performance falls below expectations.
1. Unsatisfactory
These employees are not meeting the expectations of their position. They should be
placed on a formal Performance Improvement Plan (PIP). This level suggests either a lack
of willingness and/or ability to perform the requirements of their position and there is
consistent evidence of unacceptable job performance. Separation from employment
may be indicated unless the employee’s performance improves significantly and the
improvement is sustained.
COMMITMENT TO CLU’S MISSION AND VISION
SUPERVISOR
RATING
WORKING
RELATIONSHIPS
Supervisor is open, approachable, encouraging dialogue to clarify
decision-making and inform staff; speaks and writes clearly in a
manner appropriate to the audience; protects the integrity and
confidentiality of information; creates an environment that builds
trust and eliminates fear; demonstrates and expects honesty and
truthfulness at all times; sincerely interested in the suggestions of
co-workers. Supervisor works well with other departments and
divisions; models expected customer service demeanor.
Consistently works within policies and guidelines as established
by the organization.
SENSITIVITY TO
DIVERSITY
Supervisor ensures compliance with all federal, state and regional
regulations regarding harassment and discrimination prevention,
diversity,
ADHERENCE TO
STRATEGIC PLAN
Supervisor ensures staff understands the five (5) statements of
purpose in the Strategic Plan; supervisor is able to motivate and
direct staff work towards successful completion of action steps as
part of the department goals and objectives supporting the Plan.
QUALITY OF WORK
SUPERVISOR
RATING
SUPERVISORY
RESPONSIBILITY
Supervisor is able to motivate, obtain optimum productivity and
respect from direct-reports; models appropriate behavior;
enforces safety policies and guidelines; able to deal with change
and adversity. Able to establish achievable goals for the
department and measure staff work in progress towards goals;
able to train, develop and mentor staff, ensuring compliance with
training goals and requirements.
COMMUNICATION
AND FEEDBACK
Supervisor delivers timely and meaningful annual performance
reviews in accordance with CLU policy and process; addresses
performance issues in a timely manner, ensuring confidential,
candid feedback; regularly assess staff and their work to ensure
projects and deliverables are on track.
FISCAL
MANAGEMENT
Supervisor is aware of strategic plan and ensures department
budget is aligned with that plan; able to keep expenditures within
budget by anticipating spending needs; ensures the efficient and
effective use of resources; makes sound business decisions;
demonstrates accountability;
takes remedial action where needed.
PLANNING AND
ORGANIZATION
Supervisor is able to analyze work to be done, set goals for the
department and individuals based on CLU values, mission and
needs; develops plans of action, setting timelines and deadlines;
ensure the balance an individual employee needs for supervision
as it impacts the extent to which you can trust them to carry out
assignments conscientiously.
DEVELOPING STAFF
Supervisor will work with staff to assess and provide feedback on
their skills and interests; select training and development
activities that match their career development objectives and job
needs; use the annual performance review process to review the
employee's skill set and to create an annual development plan;
stay informed of current policies and practices that support
employee development; follow up with employees after a
learning activity to integrate new skills and knowledge into their
responsibilities.
SIGNATURES
Employee Signature *
Date
Supervisor Signature
Date
Next Level
Supervisor Signature
Date
Received by H.R.
Date