Human Resources > Staff Appraisal Procedure
Authorised by Chief Executive Officer
Revised Date: 10 October 2024
Policy
All staff will undergo an annual staff appraisal. This will contribute towards the development of Kyeema’s staff training plan. Staff are able, at any time, to discuss any training needs with their manager. Managers and team leaders will discuss performance issues and development needs as required with staff.
The CEO will undergo an annual appraisal. From this, Key Performance Indicators will be drawn up for the next 12 months.
Scope
1. Each Kyeema staff member has been employed to meet the needs of the organisation through the fulfilment of individual roles and the carrying out of specific tasks.
2. There is an expectation that staff progressively build on their professional skills so that there is continual improvement in the fulfilment of these roles and tasks.
3. Kyeema is committed to provide:
- Role clarity for staff and mentoring if the role changes
- Day-to-day management, support and direction
- Training and professional development
4. The annual appraisal process provides the opportunity for individual staff members and their manager to:
- Evaluate how well staff and management are meeting the above expectations
- Identify and address any difficulties or obstacles that have affected performance
- Identify ideas staff may have to contribute to the quality or strategic direction of the organisation
- Identify training and development for the coming year
- Give staff the opportunity to express interest in other roles in the organisation
5. Appraisals will take place in April or May each year and can be conducted by the Board, CEO, Managers and Team Leaders as appropriate to the role being appraised.
Procedure
The self-assessment appraisal form/Questionnaire is to be provided to people undergoing appraisal at least 7 working days before an appraisal meeting. The completed self-assessment form/questionnaire is to be returned to the relevant Manager, Coordinator or Team Leader no less than 2 days prior to the meeting.
In addition to the preparation required for staff appraisals the following steps will be taken for the listed positions:
Chief Executive Officer
Appraisal of the CEO is the responsibility of the Board of Management.
• CEO to prepare a report against agreed performance indicators for appraisal with Board of Management Chair and Board representative.
• A 360-degree performance appraisal process to be completed by board directors and managers as part of appraisal of the CEO’s performance.
• The CEO is to complete a self-appraisal process in the manner the board chooses
• CEO Key Performance Indicators to be used by the Board in reviewing the CEO’s performance. KPIs may be altered as the Board reviews the relevance of each indicator.
Managers
• Managers are to complete the appraisal goals form in conjunction with the CEO
• From this process, goals are considered for the Managers for the next 12 months
• Use Managers Annual Performance Review HRF-30
Team Leaders, Corporate staff and Direct Support staff
• Team leaders, Corporate and direct support staff are provided with a self-assessment form/questionnaire at least 7 working days prior to the appraisal meeting.
• This is to be completed and returned to the relevant Manager and the need for a meeting to be discussed.
• The Manager and staff member will discuss and agree upon performance and training goals.
• Training goals are noted for inclusion in Kyeema’s Training Plan
• Team Leader Performance Appraisal is HRF-59
• Corporate Staff Performance Appraisal template is HRF-51.
Training needs identified during appraisals
The training needs of all staff are collated by each Manager and forwarded to the Training Officer. During the preparation of the Training Plan, training requirements will be budgeted according to priority and level of demand.
The Training Officer and Corporate Services Manager develop and finalise the Kyeema Training Plan with input from the CEO as required.
Relevant Documents
Managers Annual Performance Review HRF-30
CEO Performance Review by Board Directors HRF-44
CEO and Manager Capability Framework HRF-43
Staff Appraisal Form HRF-47
Corporate Staff Performance Appraisal HRF-51
Team Leader Performance Appraisal HRF-59
Support Coordinator’s Annual Appraisal HRF-63