Performance Evaluation Resources

FY21 Valuation

(Updated 6/16/2021)

The FY21 Valuation is due on Friday, July, 30, 2021.  Valuation forms can be submitted electronically to the HR Solutions Center through a HRSC general inquiry via the ‘Submit a case’ link. Up to 15 Valuation forms can be submitted per case/ticket.

Also, printed forms can be submitted to the HR Solution Center by working with your HR Business Partner. 

The FY21 Performance Valuation form is now available for staff and leadership. Introduced as a pilot in FY19, the Performance Valuation takes a positive approach toward performance improvement and on how current and future accomplishments can help achieve overall professional goals and satisfaction.

Michigan Medicine encourages year-round collaboration between leaders and their direct reports, with a focus on positive development, and the value (hence “Valuation”) that our employees bring to Michigan Medicine. By connecting throughout the year, both leader and employee will feel less burdened, adjustments can be made, and a more robust representation of the employee’s work can be achieved.

During FY20, the Valuation form was modified to meet the needs of leaders and staff during the COVID-19 pandemic. Based on positive feedback received, we enhanced the FY21 Valuation to incorporate some of the same elements, including reducing the length of the survey by close to 50 percent.

For FY21, there will only be one version of the Valuation form for leaders and staff to use.

Evaluations currently used by faculty and bargained-for employees will not be affected by this valuation.

Please note that incremental improvements will be made as we progress through FY21. Changes to process or other large changes will be rolled out during the next fiscal year. This valuation and the associated tools should be used throughout the year. For a visual timeline of activities please reference the 1-Year Roadmap.

My FY21 Valuation Template

Sign up for an upcoming informational session to learn more about the FY21 Performance Valuation.

Watch the FY21 Valuation Overview

Performance Management Guidance by Quarter

Performance Management is a continuous process. By connecting throughout the year, both leader and employee will feel less burdened, adjustments can be made, and a more robust representation of the employee’s work can be achieved. Use the below breakdown by quarter to help navigate the Performance Management process.

Quarter 1 (July – September)

The start of the new fiscal year provides an opportunity to review last year’s evaluation, have impactful conversations about last year’s performance and what will carry over into this new year, and start working on job-specific work goals. View this short Q1 overview video for more detail on the steps outlined below.

  1. Review the 1-Year Performance Management Roadmap

  2. Review last year’s evaluation and note any items that will carry over to this year

  3. Hold a leader and employee check-in (Initial Conversations Starter Questions), preferably during an already scheduled 1:1

  4. Employee begins to formulate current year Job Specific Work Goals in SMART format, with guidance from leader. SMART Goals Resources.  LinkedIn Learning Login Instructions.

  5. Begin to reflect on professional development and encourage the employee to visit the Development Journey, and begin to create a Development Plan. This plan will not be rated but often aligns well with developing skills that will allow the employee to be successful in achieving their Job Specific Work Goals.

  6. Leader identifies any Department Specific Content that will apply to employees within their span of control, and shares content with employees.

Quarter 2 (October – December)

Quarter 2 (October – December)

If you haven’t started working on your SMART goals, it’s ok. The second quarter focuses on revisiting your goals and Development Plan, as well as preparing for your mid-year review. View this short Q2 overview video for more detail on the steps outlined below.

  1. Review the 1-Year Performance Management Roadmap

  2. Hold a leader and employee check-in (Check-In Conversations Questions), preferably during an already scheduled 1:1.

  3. Revisit and refine Job Specific Work Goals.  If you haven’t started yet don’t worry, but it would be good to get moving on creating SMART goals. Additional resources: SMART Goals PresentationSMART Goals Template.

  4. Revisit and refine Development Plan as needed

  5. Prepare for Mid-Year Review

Quarter 3 (January – March)

Quarter 3 (January – March)

The third quarter is when we begin to review our progress towards our current goals, make any necessary adjustments, and seek input from our colleagues about our overall performance this year. View this short Q3 overview video for more detail on the steps outlined below.

  1. Review the 1-Year Performance Management Roadmap

  2. Hold Mid-Year Review

  3. Begin to think about 360 Peer / Customer Feedback and consider sending 360s out.

  4. Revisit and refine Development Plan as needed

  5. Revisit and refine Job Specific Work Goals as needed

Quarter 4 (April – June)

Quarter 4 (April – June)

By the time we reach the fourth quarter, much of the work has been done to make our Valuation process a success. There are a few final details to complete the current fiscal year review and start thinking about next year’s goals. View this short Q4 overview video for more detail on the steps outlined below.

  1. Review the 1-Year Performance Management Roadmap

  2. Hold a leader and employee check-in (End Of Year Questions), preferably during an already scheduled 1:1

  3. Continue to think about 360 Peer / Customer Feedback and send 360s out.

  4. Revisit and refine Development Plan as needed

  5. Revisit and refine Job Specific Work Goals as needed

  6. Begin to think about job specific goals for next year

  7. (July) Leader sends Valuation to employee to finish completing employee sections and ratings.  Employee sends Valuation back to leader to complete their sections and ratings.  Leader and employee meet to discuss final rating.  Signed Valuation submitted to the HR Solutions Center, but clicking on the ‘submit a case’ link and selecting the General Inquiries department.