绩效管理英文文献.docx

绩效管理英文文献.docx

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绩效管理英文文献

PERFORMANCEMANAGEMENTPOLICY

TheGoverningBodyofHomertonChildren’sCentreadopted

thisperformancemanagementpolicyon31October2007.

APPLICATIONOFTHEPOLICY

Thepolicyappliestotheheadteacherandtoallteachersemployedbytheschoolexceptteachersoncontractsoflessthanoneterm,thoseundergoinginduction（ieNQTs）andthosewhoarethesubjectofcapabilityprocedures.

PURPOSE

Thispolicysetsouttheframeworkforaclearandconsistentassessmentoftheoverallperformanceofteachersandtheheadteacherandforsupportingtheirdevelopmentneedswithinthecontextoftheschool'simprovementplanandtheirownprofessionalneeds.Whereteachersareeligibleforpayprogression,theassessmentofperformancethroughoutthecycleagainsttheperformancecriteriaspecifiedinthestatementwillbethebasisonwhichtherecommendationismadebythereviewer.

Thispolicyshouldbereadinconjunctionwiththeschool'spaypolicywhichprovidesdetailsofthearrangementsrelatingtoteacher'spayinaccordancewiththeSchoolTeachers'PayandConditionsDocument.

LINKSTOSCHOOLIMPROVEMENT,SCHOOLSELFEVALUATIONANDSCHOOLDEVELOPMENTPLANNING

Tocomplywiththerequirementtoshowhowthearrangementsforperformancemanagementlinkwiththoseforschoolimprovement,schoolself-evaluationandschooldevelopmentplanningandtominimiseworkloadandbureaucracytheperformancemanagementprocesswillbethemainsourceofinformationasappropriateforschoolself-evaluationandthewiderschoolimprovementprocess.

Similarly,theschoolimprovementanddevelopmentplanandtheschool'sselfevaluationformarekeydocumentsfortheperformancemanagementprocess.

Allreviewersareexpectedtoexplorethealignmentofreviewees'objectiveswiththeschool'sprioritiesandplans.Theobjectivesshouldalsoreflectreviewees'professionalaspirations.

CONSISTENCYOFTREATMENTANDFAIRNESS

TheGoverningBodyiscommittedtoensuringconsistencyoftreatmentandfairnessintheoperationofperformancemanagement.Toensurethisthefollowingprovisionsaremadeinrelationtomoderation,qualityassuranceandobjectivesetting.

Qualityassurance

Theheadteacherhasdeterminedthatshewilldelegatethereviewerroleforsomeorallteachersforwhomsheisnotthelinemanager.

Inthesecircumstancestheheadteacherwillmoderatealltheplanningstatementstocheckthattheplansrecordedinthestatementsofteachersattheschool:

•areconsistentbetweenthosewhohavesimilarexperienceandsimilarlevelsofresponsibility

•complywiththeschool'sperformancemanagementpolicy,theregulationsandtherequirementsofequalitylegislation

TheGoverningBodywillreviewthequalityassuranceprocesseswhentheperformancepolicyisreviewed.

OBJECTIVESETTING

Theobjectivessetwillberigorous,challenging,achievable,time-bound,fairandequitableinrelationtoteacherswithsimilarroles/responsibilitiesandexperience,andwillhaveregardtowhatcanreasonablybeexpectedofanyteacherinthatpositiongiventhedesirabilityoftherevieweebeingabletoachieveasatisfactory

balancebetweenthetimerequiredtodischargehisprofessionaldutiesandthetimerequiredtopursuehispersonalinterestsoutsidework,consistentwiththeschool'sstrategyforbringingdownwardpressureonworkinghours.Theyshallalsotakeaccountoftheteacher'sprofessionalaspirationsandanyrelevantpayprogressioncriteria.Theyshouldbesuchthat,iftheyareachieved,theywillcontributetoimprovingtheprogressofchildrenattheschool.

Thereviewerandrevieweewillseektoagreetheobjectivesbutwhereajointdeterminationcannotbemadethereviewerwillmakethedetermination.

Inthisschool:

allteachers,includingtheheadteacher,willhavenomorethan3objectives

teachers,includingtheheadteacher,willnotnecessarilyallhavethesamenumberofobjectives

allteachers,includingtheheadteacher,willhaveawholeschoolobjective

Thoughperformancemanagementisanassessmentofoverallperformanceofteachersandtheheadteacher,objectivescannotcoverthefullrangeofateacher'sroles/responsibilities.Objectiveswill,therefore,focusontheprioritiesforanindividualforthecycle.Atthereviewstageitwillbeassumedthatthoseaspectsofateacher'sroles/responsibilitiesnotcoveredbytheobjectivesoranyamendmenttothestatementwhichmayhavebeennecessaryinaccordancewiththeprovisionsoftheregulationshavebeencarriedoutsatisfactorily.

ReviewingProgress

Attheendofthecycleassessmentofperformanceagainstanobjectivewillbeonthebasisoftheperformancecriteriasetatthebeginningofthecycle.Goodprogresstowardstheachievementofachallengingobjective,eveniftheperformancecriteriahavenotbeenmetinfull,willbeassessedfavourably.

Theperformancemanagementcycleisannual,butonoccasionsitmaybeappropriatetosetobjectivesthatwillcoveraperiodovermorethanonecycle.Insuchcases,thebasisonwhichtheprogressbeingmadetowardsmeetingtheperformancecriteriafortheobjectivewillbeassessedattheendofthefirstcycleandwillberecordedintheplanningandreviewstatementatthebeginningofthecycle.

APPEALS

Atspecifiedpointsintheperformancemanagementprocessteachersandheadteachershavearightofappealagainstanyoftheentriesintheirplanningandreviewstatements.Wherearevieweewishestoappealonthebasisofmorethanoneentrythiswouldconstituteoneappealhearing.

Detailsoftheappealsprocessarecoveredintheschool'spaypolicy.CONFIDENTIALITY

Thewholeperformancemanagementprocessandthestatementsgeneratedunderit,inparticular,willbetreatedwithstrictconfidentialityatalltimes.Onlythereviewee'slinemanageror,whereshehasmorethanone,eachofherlinemanagerswillbeprovidedwithaccesstothereviewee'splanrecordedinherstatement,uponrequest,wherethisisnecessarytoenablethelinemanagertodischargeherlinemanagementresponsibilities.Revieweeswillbetoldwhohasrequestedandhasbeengrantedaccess.

TRAININGANDSUPPORT

Theschool'sCPDprogrammewillbeinformedbythetraininganddevelopmentneedsidentifiedinthetrainingannexofthereviewees'planningandreviewstatements.

Thegoverningbodywillensureinthebudgetplanningthat,asfaraspossible,appropriateresourcesaremadeavailableintheschoolbudgetforanytrainingandsupportagreedforreviewees.

Anaccountofthetraininganddevelopmentneedsofteachersingeneral,includingtheinstanceswhereitdidnotprovepossibletoprovideanyagreedCPD,willformapartoftheheadteacher'sannualreporttothegoverningbodyabouttheoperationoftheperformancemanagementintheschool.

WithregardtotheprovisionofCPDinthecaseofcompetingdemandsontheschoolbudget,adecisiononrelativeprioritywillbetakenwithregardtotheextenttowhich:

（a）theCPDidentifiedisessentialforarevieweetomeettheirobjectives;and（b）theextenttowhichthetrainingandsupportwillhelptheschooltoachieveitspriorities.Theschool'sprioritieswillhaveprecedence.Teachersshouldnotbeheldaccountableforfailingtomakegoodprogresstowardsmeetingtheirperformancecriteriawherethesupportrecordedintheplanningstatementhasnotbeenprovided.

APPOINTMENTOFREVIEWERSFORTHEHEADTEACHER

AppointmentofGovernors

TheGoverningBodyisthereviewerfortheheadteacherandtodischargethis

responsibilityonitsbehalfmayappoint2or3governors.

Whereaheadteacherisoftheopinionthatanyofthegovernorsappointedbythegoverningbodyunderthisregulationisunsuitableforprofessionalreasons,s/hemaysubmitawrittenrequesttothegoverningbodyforthatgovernortobereplaced,statingthosereasons.

AppointmentofSchoolImprovementPartnerorExternalAdviser

ThelocalauthorityhasappointedaSchoolImprovementPartnerfortheschool,whowillprovidetheGoverningBodywithadviceandsupportinrelationtothemanagementandreviewoftheperformanceoftheheadteacher.

APPOINTMENTOFREVIEWERSFORTEACHERS

Inthecasewheretheheadteacherisnottheteacher'slinemanager,theheadteachermaydelegatethedutiesimposeduponthereviewer,intheirentirety,totheteacher'slinemanager.Inthisschooltheheadteacherhasdecidedthat:

Theheadteacherwillbethereviewerforthoseteachersshedirectlylinemanagesandwilldelegatetheroleofreviewer,initsentirety,totherelevantlinemanagersforsomeorallotherteachers.

Linemanagerswillbethereviewersforallthoseteacherstheylinemanage.

Whereateacherisoftheopinionthatthepersontowhomtheheadteacherhasdelegatedthereviewer'sdutiesisunsuitableforprofessionalreasons,shemaysubmitawrittenrequesttotheheadteacherforthatreviewertobereplaced,statingthosereasons.

Whereitbecomesapparentthatthereviewerwillbeabsentforthemajorityofthecycleorisunsuitableforprofessionalreasonstheheadteachermayperformthedutiesherselfordelegatethemintheirentiretytoanotherteacher.Wherethisteacherisnotthereviewee'slinemanagertheteacherwillhaveanequivalentorhigherstatusinthestaffingstructureastheteacher'slinemanager.

Aperformancemanagementcyclewillnotbeginagainintheeventofthereviewerbeingchanged.

Alllinemanagerstowhomtheheadteacherhasdelegatedtheroleofreviewerwillreceiveappropriatepreparationforthatrole.

THEPERFORMANCEMANAGEMENTCYCLE

Theperformanceofteachersmustbereviewedonanannualbasis.Performanceplanningandreviewsmustbecompletedforallteachersby31Octoberandforheadteachersby31December.

Theperformancemanageme