1. On-line Staff Review and Appraisal Local Pilot Evaluation Christian Carter 28 th May 2012

2. Cover Background Participation data Evaluation Next Steps

3. Background Bristol one of 45 HEI’s running pilots as part of Performance For All www.performanceforall.org www.performanceforall.org Bristol pilot 111 staff – HR (inc Health & Safety), IT Services (SMT), Strategic Projects Local steering group (met four times) Claire Nuttal Luke Taylor Steve Condliffe Sarah Agarwal Christian Carter Judge Singh (ItsGenie)

4. Background Bristol the first to trial ‘version 1’ g PFA partners joining now using more developed versions Loads of learning Nov – June 70 pieces of separate feedback from Bristol alone Now on version 13

5. Pilot Objectives – to ‘test’ Moving paper appraisal forms on-line Add elements of performance management (goal setting and monitoring etc) Development needs and essential learning Legal and other compliance requirements Technology fit with the university’s enterprise architecture for IT Potential for development as part of performance enhancement project Change in staff ‘engagement’ potential cost savings

6. Using Goal Setting Module (%,111 Staff)

7. Completed ‘forms’ module (%)

8. Users completing ‘essential training’ (%) was 0% 76 % thought tool is a good way of highlighting essential training

9. Carry on with on-line tool next year (%) ?

10. Understand goals of your dept?

11. No idea of dept wider goals (%)

12. Understanding how your role fits into wider dept objectives

13. Other feedback 65% of people found the appraisal form easy to complete. Bearing in mind the form used by Bristol in the pilot was a first-stab developmental version with a number of usability issues (now fixed) 23% of people found the new system made setting goals and objectives more difficult new system forces individuals to think about their goals in more detail and introduces the whole concept of cascading goals ‘difficult’ not ‘bad’ BUT 68% of people considered the new system to be quite or very helpful in supporting the setting of goals. The time individuals thought it took them to complete the review form was similar for the paper-based and the online review Benefits for no extra time

14. Next steps – 2012/13 – options... Roll out all modules across University Roll out ‘forms only’ across University Roll out ‘forms’ across University and ‘goals’ ‘learning’ where requested Engage in a much larger ‘pilot 2’ involving 15% of workforce (all staff groups), properly project managed, resourced and linked to wider Performance Enhancement work (OD strategy) *recommended