1.4.2 Setting individual development needs
Overall performance review (OPR) may be used to provide a final summary report on an individual's performance against the KRAs and job performance outcomes required for competent performance in the designated job. The final OPR interview is usually held at an agreed date towards the end of a planning cycle.
The key role for the OPR is to provide up-to-date information on:
- Actual against planned KRA achievements (individual and team);
- Key Performance Indicator attainment in team (Business Unit) and individual job performance outcomes;
- Consolidated progress in personal development over the period;
- Current or future training needs;
- Longer term anticipated career development goals of the individual; and
- An overall rating of the individual for HR purposes(remuneration, succession planning, training, etc.).
It is critical that performance outcomes are set and assessed on attainment of realistic measures set and agreed to by both parties upon commencement of the planning and review period.
The Job Performance Plan sheets would be used to rate performance against performance indicators linked to KRA(s).
The overall rating scale at the end of the Job Performance Plan would be used to derive a score for performance on each area that would be added up with all scores in each KRA area to give a total performance rating for the planning period.
Table 2 Example of an overall Performance Rating Scale
OVERALL PERFORMANCE RATING |
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Rating |
Definition |
Description |
5 |
Outstanding Capabilities |
Performance consistently exceeds the standard expected of fully effective employee at this level of employment. The level indicates that the candidate has delivered exceptional results against all indicators. |
4 |
Superior Capabilities |
Performance exceeds the standard expected of fully effective employee at this level of employment. This level indicates that the candidate has delivered satisfactory or better results against most indicators. |
3 |
Effective Competence |
Performance fully meets the standard expected of employee at this level of employment. This level indicates that the candidate routinely delivers satisfactory results against most indicators. |
2 |
Adequate competence |
Performance just meets the standard expected of employee at this level of employment. This level indicates that the candidate has delivered satisfactory results against most indicators covering routine task completion. It could be expected that some inexperienced employees would be rated adequate before acquisition of a full range of competencies. |
1 |
Unsatisfactory competence |
Performance does not meet the standard expected at this level of employment. This level indicates that the candidate has failed to deliver satisfactory results against a significant number of indicators covering routine task completion. |