SUBJECT:

Informal Review of the Revised UCSD Performance Management and Appraisal Process

This Notice is provided to announce the informal review period
for the Revised UCSD Performance Management and Appraisal Process.
Review and comments regarding the proposed modifications to the
UCSD Performance Management and Appraisal process are invited and
encouraged.

In October 1998, a Notice was issued to advise the campus community
about the efforts, recommendations and final Report of the Performance
Management Process Team. Convened in early 1997 and encompassing
representatives from each Vice Chancellor's area, the Team was
charged: to strengthen and expand performance management for the
UCSD community; to research performance management and appraisal
models within or outside of higher education; to design a minimalist
performance management model that would provide the Vice Chancellors
with greater flexibility in their application of the process; to
develop performance standards for The UCSD Principles of Community,
Diversity, Health and Safety, and Customer Service; and to recommend
a performance appraisal review cycle to correlate with the campus'
new merit review cycle. The Report is available on the Human Resources
Department's website at: http://www-hr.ucsd.edu/pubs.html.

During the past several months, consultation sessions have been
conducted with each of the Vice Chancellors and some of their key
administrators. These sessions provided opportunities for
interactive discussions regarding the components of the Team's Report,
corresponding proposed modifications to the UCSD Implementing Procedures
23/Performance Appraisal and the four UCSD Performance Appraisal and
Development Models.

The components of the UCSD Performance Management and Appraisal process
available for review and their Human Resources Department website location
are as follows:

UCSD PERFORMANCE MANAGEMENT AND DEVELOPMENT MODELS:
Each of the Models include a Description, References and Instructions. The
Instructions include information about the UCSD Performance Appraisal
Process; UCSD Performance Appraisal Ratings system that reflect ratings
from Exceptional to Unsatisfactory; UCSD Standards for The Principles of
Community, Diversity, Health and Safety, and Customer Service; and a
listing of Exhibits.

The Models also emphasize employee performance development for the coming
year and introduces a separate employee comment sheet. To encourage
employees' participation in the performance appraisal process, a
self-appraisal form has been developed and incorporated into each of the
Models.

MODEL ONE: Designed to emphasize and recognize behaviors and activities
that are especially germane to the development of the department and its
staff. Value is placed on improving the work of the unit as well as the
skill base and versatility of its staff. Model One may be viewed as
applicable to work environments that are interactive and goal oriented.

MODEL ONE is accessible at

http://www-hr.ucsd.edu/~qwl/policies/pdf/perf_appraisal_model_one.pdf

MODEL TWO: Developed to provide a narrative approach to the Performance
Appraisal Process and may be selected as an alternative to using a generic
form. Supervisors and managers who prefer and are accustomed to writing
narrative appraisals may select Model Two.

MODEL TWO is accessible at

http://www-hr.ucsd.edu/~qwl/policies/pdf/perf_appraisal_model_two.pdf

MODEL THREE: Developed to offer flexibility as different modules can be
selected from a "menu of options" to create the annual performance
appraisal.

MODEL THREE is accessible at

http://www-hr.ucsd.edu/~qwl/policies/pdf/perf_appraisal_model_three.pdf

MODEL FOUR: Designed to offer a structured approach to performance
appraisal and can be used by a variety of departments. A significant
feature of Model Four is Performance Dimensions that directly relate to the
functions, projects and/or goals being appraised.

MODEL FOUR is accessible at

http://www-hr.ucsd.edu/~qwl/policies/pdf/perf_appraisal_model_four.pdf

UCSD IMPLEMENTING PROCEDURES 23/PERFORMANCE APPRAISAL: Revised to
incorporate the Core Values, the four UCSD Performance Appraisal and
Development Models, and the UCSD Performance Appraisal Process.

http://www-hr.ucsd.edu/~qwl/policies/pdf/perf_appraisal_23.pdf

The UCSD Performance Appraisal Process defines essential responsibilities
for each individual involved in the Appraisal Process. The Appraisal
Process is accessible at

http://www-hr.ucsd.edu/~qwl/policies/pdf/perf_appraisal_process.pdf

An example of a Performance Management and Appraisal Cycle is accessible at

http://www-hr.ucsd.edu/~qwl/policies/images/perf_appraisal_cycle.jpg

Comments and inquiries regarding the proposed changes to the UCSD
Performance Management and Appraisal Process should be submitted by
August 18, 1999, to Jonnie Craig-Winston, Director of Policy Development
and Quality of Work/Life, at mailto:jcraig@ucsd.edu or UCSD Human Resources
Department, mail code 0922, or (858)534-9659.

Rogers Davis Assistant Vice Chancellor Human Resources