UNIVERSITY
OF CANBERRA
Performance Development Review
Overview:
University of Canberra PDR Pilot
This document can be downloaded as a PDF from the
Materials section.
February 2006
Development of a Performance Development Program has been in
discussion for some time. In addition, both AUQA and Employer of
Choice responses support the value of such a program. As a result,
McPhee Andrewartha was appointed to commence investigation and
development of a University of Canberra Performance Development and
Review (PDR) Program in 2004.
The project to this point
The consultants conducted a series of interviews and focus groups with
academic and administrative staff of the University in 2004. A report
was prepared on the basis of this consultation with staff and this
report was posted on an internet site accessible to University staff
before Christmas 2004. The Vice Chancellor sent an email to all staff
inviting them to read the report and to respond to a small number of
online questions to further define the approach staff would prefer be
taken. As a result of this process and taking account of the extensive
information provided by staff, a Trial Model for PDR has been
developed. It is now the intention to pilot this model with four
nominated pilot sites in the University. The sites are:
·
International and Marketing Division
·
Financial Services Unit
·
School of Creative Communication (C&E)
·
Sports Studies discipline (School of Health Sciences,
HDS)
·
Library
Pilot methodology and timetable
22 February 2005 Briefing of Reference Group and Pilot site
Heads on the University’s program (Graham Andrewartha).
Brief of VC and VCAC at separate meetings
April PDR training program for members of
VCAC
April/May McPhee Andrewartha conduct PDR training
sessions (1 day) for managers/supervisors (Heads) of staff in the
pilot sites
McPhee Andrewartha conduct PDR
information sessions (3 hrs) for staff in the pilot sites
May Vice-Chancellor holds his first PDR
meetings with the PVCs of the pilot sites
May PVCs and EDs hold their first PDR
meetings with their Heads and Directors.
June/July Managers/supervisors hold their first PDR
meetings with their staff.
July/August McPhee Andrewartha review PDR first
sessions conducted in the four areas by the managers/supervisors.
April/November Regular access to McPhee Andrewartha
consultants and the reference group via email/telephone to support
managers/supervisors and any staff who may require it.
October/November Vice-Chancellor, PVCs, EDs, Heads and Directors
conduct the concluding review PDR meeting with their staff.
November McPhee Andrewartha conduct small coaching
clinics with supervisors after the November sessions.
November/December McPhee Andrewartha conduct evaluation/review of
the process by:
·
individual interviews with selected participants
·
conducting a focus group
·
online confidential survey.
The Performance Development Review (PDR) model has been developed in
response to the extensive contributions of University staff.
Its focus is on the process of planning, discussing, recognising and
reviewing normal and good performance in the context of School and
Unit plans and objectives. It is not the mechanism to use in dealing
with disciplinary issues. The University has established disciplinary
procedures that are available for this purpose, and these are not a
part of this process. It is also not the process to use to identify or
control poor performance. Poor performance is addressed through other
processes.
The basis of the PDR model is an annual discussion between a staff
member and their supervisor. The discussion has two parts:
·
A first meeting that defines plans and documents
(briefly) the work goals for the year ahead.
·
A second meeting that reviews the accomplishments and
difficulties of the year and identifies completed goals, goals to
continue and new areas to be developed.
These two parts are reflected in the structure of the PDR Forms. The
main points in this model are to review and reflect, with a broader
view, on the achievements of staff, and assume that other
communication and contact between staff and their supervisors is
occurring on a regular basis.
The meetings will be confidential between the staff member and their
supervisor. The supervisor and the staff member will jointly hold the
documents that accompany the meetings. No one else will have access to
this documentation without the explicit approval of both parties.
The consultants will establish a phone or email ‘hotline’ to call on
if there are queries or difficulties about the process. There is an
established grievance procedure for staff to use if there is dispute
over the content or tone of discussions.
In 2005 the PDR pilot was successfully completed in four Divisions in
September and the final PDR policy and process has now been completed,
incorporating extensive contributions from University staff. The
information and training materials and a schedule to complete the
implementation of PDR for all staff is now prepared.
For more information on the PDR process for staff and supervisors,
including the necessary forms, go to the Human Resources website, at:
http://www.canberra.edu.au/hr/development/pdr/
The recently released Federal Government Higher Education Workplace
Relations Requirements (HEWRRs) require us to have in place:
a fair and transparent performance management scheme which rewards
high performing individual staff and must include efficient processes
for managing poor performing staff.
There must be an explicit linkage between the PDR and how we address
both high performance and low performance. These practices have always
existed in the University, and were implicit in the PDR model piloted
in 2005, but the HEWRRs require these be stated as part of the PDR
policy. The Federal Government has tied compliance with this to
significant Government funding of tertiary education. This new
requirement accounts for most of the visible changes from the pilot
PDR to the final PDR.
In particular, we need to incorporate in the PDR a focus on the HEWRRs
regarding identification, recording and reward of high performers and
also of identification, recording and response to underperformers.
This will require the addition of some elements associated with the
PDR implementation, especially the implementation and management of a
performance improvement plan (PIP), and a summary recording process
for the University to report against.
Nothing has changed about the PDR that was piloted, but the University
now needs to identify these processes in relation to it.
Workshops to prepare supervisors for PDR are being held from 14 to 22
February 2006, and staff information sessions will follow in February
to April. Supervisors will then contact staff following their
attendance at information sessions to make time to conduct the first
PDR meetings in March to May.
A provisional timetable for the rollout is provided below.
|
Date |
PDR Rollout
Activity |
|
13 – 22 February
2006 |
Supervisor
workshop sessions |
|
March – April 2006 |
Staff information
sessions |
|
March – May 2006 |
First PDR meetings
as staff complete information sessions |
|
March 2006 –
October 2007 |
Ongoing email and
phone consultant PDR support available |
|
May 2006 |
Complete first PDR
meetings |
|
July/August 2006 |
Advanced sessions
for supervisors (optional) |
|
November 2006 |
Notice to staff to
commence 2006 concluding sessions |
|
December 2006 |
Brief concluding
session workshops for supervisors |
|
December 2006 –
January 2007 |
2006 concluding
sessions |
|
February 2007 |
Review and
evaluate PDR process
Make adjustments and prepare for second iteration |
|
March – May 2007 |
2007 first PDR
meetings, second iteration |
|
2007 |
Complete 2007
first PDR meetings, second iteration |
Emailed questions will be posted here with a response.
The below files are in Acrobat PDF format and available for you to
view/download.
To download, right click on filename and select 'Save Target As...'
and save to your hardrive.
Overview Document
PDR Form Academic
(hardcopy)
PDR Form Academic
(ecopy)
PDR Form General
(hardcopy)
PDR Form General (ecopy)
Guide to using
PDR Template(s)
Tips for PDR meetings
Goal Characteristics
PDR Form Academic
(ecopy) (Word version)
PDR Form General (ecopy)
(Word version)
If you have any questions about the process please
email us. We will
answer your questions and post a response to the FAQ section of this
document. Your question will be anonymous.
|