1. Presenter-Mary Jo Maksym 6B Nurse Manager

2. At the beginning of every month, RN’s whose DOH is the next month (e.g. in June, all July DOH’s), receive a packet of information and an e-mail regarding the evaluation process. The due date for return of all completed materials to the manager/supervisor is 3 weeks from distribution of packet.

3. Contents of Packet Cover Letter Overview of Evaluation Process PDF Peer Feedback Tool Performance Ratings Guidelines Individual Documentation Audit Results from previous year

4. Cover Letter M e m o r a n d u m To: ________________________________ From: Mary Jo Maksym Nurse Manager-6B University of Michigan Hospital Ann Arbor, MI Date: ____________________ Subject: Performance Evaluation Process Your annual evaluation is due ___________. Enclosed is an overview of the Performance Evaluation Process, a Peer Feedback Tool, the Performance Ratings Guidelines and your individual documentation audit results from the previous year. You have also been sent an electronic copy of the Framework Self-Evaluation form for you to complete after reviewing the completed peer feedback and individual documentation audit results. If you prefer a paper copy, please print one from the e-mail or request a copy from Tina. The due date for submission of your completed evaluation to me is_________________. If materials aren’t submitted within two weeks of the established due date then management may proceed with completing the evaluation process. Please see the enclosed Performance Evaluation Process sheet for complete details. Thank you in advance for timely completion of your part in the evaluation process.

5. E-Mail Hi ______, Your annual evaluation is due in February and I have put a packet of information in your boxes re: the process. THE SELF EVALUATION FORM FOR LEVEL C is ATTACHED TO THIS E-MAIL. You may either complete the self-evaluation form electronically and e-mail it back, or print it off and complete it in paper format. Included in your packet is your individual documentation audit results from the previous year. Please review the data, congratulate yourself for your areas of strength, identify any problem areas, and incorporate this feedback into your self-evaluation as necessary. As stated in your packet, the due date for submission of your completed evaluation is January 27th. If the materials aren't submitted within 2 weeks of the due date, we may proceed with completing the evaluation process. Mandatory for all Employees: Review of UMHHC Conflict of Interest Policy http://www.med.umich.edu/i/policies/umh/01-04-003.htmlhttp://www.med.umich.edu/i/policies/umh/01-04-003.html Please review the policy, then complete the Outside Interest Disclosure Form that is included in your evaluation packet. (Your signature on the form certifies that you have reviewed the policy). The completed disclosure form should be submitted with the rest of your evaluation packet. List of Items that should be submitted to Mary Jo or me by the due date: 1. Completed Peer Evaluations 2. Completed Self Evaluation (either a paper copy or electronically) 3. Individual Documentation Audit Results that were included in your packet 4. Completed Outside Interest Disclosure Form Let me know if you have any questions, Clara

6. After EE submits Completed Evaluation Materials to Manager/Supervisor If self-evaluation is submitted electronically: Peer feedback is added, the Manager Evaluation portion is completed If self-evaluation is submitted on paper: An electronic evaluation form is created. The peer feedback and self-evaluation is added and manager portion is completed. After Manager Portion is Completed: A meeting time is set up with employee to review completed evaluation.

7. How to Access H Drive

8. Barriers to Process <10% of staff complete self-evaluation electronically Difficult to access H drive. Difficult to find time to complete during work time. Easier to print and complete on paper. 16 page Peer Feedback form-Distributed to 3-5 peer reviewers Forms sometimes not returned to EE in timely manner. Negatively impacts staff’s ability to meet deadline.

9. Recap 6B Evaluation Workflow Process Current State One month in advance, RN’s receive a packet of information and an e-mail regarding the evaluation process. Completed information due back in 3 wks. Peer feedback Yearly computation of individual audit results Self evaluation Conflict of Interest Disclosure form Information is entered by AA and posted on management only shared drive when completed Manager/Supervisor completes manager evaluation Meet with employee to discuss

10. Lean Opportunities Reduce Waste Create electronic version to reduce amount of paper used Create electronic version to reduce rework of entering information by unit AA r/t peer feedback and self- evaluation