PROFESSIONAL DEVELOPMENT PROCESS (PDP) EMPLOYEE GUIDE Internal April 2017 1 Contents Part 1: Preparing ................................................................................................................................................... 3 Part 2: Discussion .................................................................................................................................................. 4 Before the meeting: ...................................................................................................................................... 4 During the Meeting – What to Expect: ......................................................................................................... 4 1. Opening the Meeting: Your manager will review the purpose of the meeting and the purpose of the Professional Development Process ........................................................................................................ 4 2. Reviewing Performance ....................................................................................................................... 4 3. Review Objectives ................................................................................................................................ 5 4. Discuss Next Steps................................................................................................................................ 5 5. Close the meeting ................................................................................................................................ 6 Part 3: Finalizing.................................................................................................................................................... 6 Appendix ............................................................................................................................................................... 7 Additional Resources for Employees ................................................................................................................ 7 PDP Employee Checklist................................................................................................................................ 7 Tool to Prepare for PDP Meeting.................................................................................................................. 9 Techniques For Active Listening ................................................................................................................. 10 Receiving Feedback Exercise....................................................................................................................... 11 Communication Guidelines......................................................................................................................... 12 Internal April 2017 2 Part 1: Preparing Set time aside to attend your PDP meeting with your manager Revisit your SMART objectives set at the beginning of the year Gather and review data about the your performance throughout the year Review your performance log/journal, professional development activities, key job assignments, work accomplishments, projects, and initiatives you have completed Review any feedback from others (clients, peers, etc.) relevant to your performance Review your job description – make note of any significant changes to discuss with your manager Write down questions that you want to ask your supervisor Consider your strengths and areas for improvements Note and provide examples of your strengths Begin developing a plan for improving upon any areas of challenge, identify support available as well as actions your manager can take to help you Be prepared to talk about your performance and receive both positive and constructive feedback Internal April 2017 3 Part 2: Discussion Before the meeting: Arrive on time Remove/turn off any potential distractions in the meeting space Have your review notes available for reference Typical PDP Agenda – What to Expect 1. Open the meeting 2. Review employee's performance 3. Review employee's objective completion 4. Discuss next steps 5. Close the meeting During the Meeting – What to Expect: 1. Opening the Meeting: Your manager will review the purpose of the meeting and the purpose of the Professional Development Process Ask your manager any questions that you have Be open-minded, respectful, and prepared to discuss your performance 2. Reviewing Performance Discuss your perceptions of your performance over the past year Use concrete examples to illustrate your accomplishments Detail any challenges that you have experienced Propose ideas for improvement Discuss your manager’s perceptions of your performance over the past year Solicit both positive and constructive feedback Be prepared to discuss discrepancies Internal April 2017 4 Tips and Tricks for 3. Review Objectives Review your performance against your SMART objectives that were set at the beginning of the process the Meeting Participate in two-way Celebrate successes first, then identify conversation Invest in your own areas for improvement Were you successful? If not, why? Discuss with your manager what was and was not achieved Be open and prepared to hear feedback about your performance Work through challenges and solutions with your manager development – be engaged Be respectful and calm Be transparent and honest Get ready to listen….stay focused and don’t interrupt Listen for the whole message, hearing before evaluating Use Active Listening Skills – Consider potential training – provide (see graphic on next page) training, coaching and other options to Seek first to understand. your manager for consideration Ask questions for Ask for your manager’s help and suggestions in supporting you clarification. Take notes. Use open body language -- Be receptive to feedback Ask questions, listen, and participate actively throughout the meeting lean forward, eye contact Seek specific, descriptive examples of incidents, trends Paraphrase your 4. Discuss Next Steps Start thinking about new objectives, including objectives for learning and development and career development that you would like to set for the upcoming year understanding of what you heard Ask for areas for improvement/growth and seek resources There will be a separate meeting after the year Accept praise and end review to set SMART objectives for the constructive criticism upcoming year graciously….don’t deny it Disagree diplomatically. Use “I” messages instead of “You” messages. Internal April 2017 5 5. Close the meeting Summarize and confirm with your manager the meeting’s outcomes, next steps, and estimated timing Ask any questions before leaving – or follow up later if you have questions after the meeting End the meeting on a positive note! Part 3: Finalizing Ensure any training, workshops, or other solutions discussed in the PDP meeting are scheduled Update all PDP forms in the online Talent Tools Internal April 2017 6 Appendix Additional Resources for Employees PDP Employee Checklist Employee Name: Department: Manager Name: Job Title: Date: Ongoing (Prior to Meeting) I have discussed with my manager and understand: o Department/University standards of performance o My roles and responsibilities o SMART objectives, professional learning and development objectives and career development objectives, as well as any accompanying action plans I have regularly documented my performance throughout the year I have received regular feedback and coaching in the past year from my manager Planning I have accepted my manager’s invitation for the PDP meeting and I understand its purpose Preparation I have reviewed my performance log/journal, notes from self-monitoring my performance, and well as feedback/recognition received from others regarding my performance over the past year I have reviewed my objectives, learning and development objectives and career development objectives and have noted achievement and/or progress I have gathered concrete data and examples that demonstrate my performance I have sought feedback from the my peers and clients, if applicable I have prepared questions in advance for my manager I have reviewed the resources available to me, and have prepared myself to talk to my manager about my performance, feedback received, achievements and challenges Participation I was on time and prepared for the meeting I actively participated in the PDP meeting I discussed performance expectations and my level of performance I discussed my SMART objective achievements I worked with my manager to identify challenges and solutions I discussed next steps with my manager – new objectives, training and support and career development I asked clarifying questions to make sure I understood what was expected of me I provided suggestions to my manager on ways that he/she can support my development I was receptive to feedback Finalizing I ensured any agreed upon training, workshops, etc. are booked Internal April 2017 7 I updated PDP documents – online tool Internal April 2017 8 Tool to Prepare for PDP Meeting Describe your most significant accomplishments during the past year. Describe any barriers or challenges during the past year that have impacted your performance or ability to complete your goals. List your areas of strengths. List your areas of improvement. What skills or abilities would you like to develop to improve your performance? Internal April 2017 9 Techniques For Active Listening Active listening is an important skill that takes both time and practice to acquire. It is an essential component of productive discussions because it allows for the respectful exchange of ideas. This handout will help you to understand and practice this skill. Listen in order to fully understand what is being said to you. Rephrase what you heard the person say so you can be sure you heard correctly. Ask questions that help you get more information. For example, “What did you mean when you said…?” Offer encouragement and support. Ask how the person feels. Be careful not to assume that you know how the person feels. COMMUNICATION BLOCKERS Blaming and attacking. Lecturing/moralizing. COMMUNICATION ENHANCERS Asking for more information and problem solving together. Making eye contact, leaning toward the other person, giving full attention. Showing empathy, validating the other person’s feelings. Staying silent until the person is finished speaking. Withholding judgment. “Yes…but” statements. “Yes…and” statements. Being distracted or using other body language that is non-attentive. Dismissing or making light of someone’s problem. Interrupting. Explanation and Diagram adopted from Tutu and Franklin: A Journey Towards Peace Teachers Guide, a production of Wisdom Works, Inc. (www,wisdomworks.net) 60 Masonic St./Northampton MA 01060/TEL 800.897.0089/413.584.8500/FAX 800.659.6882/ 413.586.8398/[email protected]/www.mediaed.org This handout may be reproduced for educational, non-profit uses only. ©2005 Internal April 2017 10 Receiving Feedback Exercise Think about a time when someone gave you feedback on your work. Check off the box if you… Actively listened to the feedback provided Tried to understand the other person’s point of view? Took notes so that you could review and apply the suggested changes? Avoided taking the feedback personally? Focused on what could be learned by this experience and how things could be done differently in the future? Asked for clarification if/when you did not understand a comment? Thanked your colleague(s) for taking the time to provide you with feedback? Use the table below to reflect on what you did well and what you could improve the next time you receive feedback during the PDP. What I Did Well… What I Could Improve Upon Next Time… For example, I used active listening skills and asked questions to clarify the feedback given to me For example, I did not takes notes because I was hurt from receiving negative feedback. Adapted from Government of Canada’s Working with Others Tip Sheet, https://www.canada.ca/en/employment-social-development/programs/essential-skills/tools/workingothers.html, (2009) Internal April 2017 11 Communication Guidelines Source: Stanford University, https://stanford.app.box.com/v/communication-guidelines, (2015) Internal April 2017 12
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