1. Self-Evaluation
Tell your story

2. Becky Geltz, M.C.I.S. APAS Vice President
Worked at YSU in Institutional Research since 1994
Been both APAS and Exempt Professional Administrative
Received and conducted staff evaluations

3. YSU – APAS Agreement Effective through June 30, 2018
Appendix F-2
YSU Evaluation of APAS Bargaining Unit Member Instructions
Optional Self-Evaluation
Report and evaluate information related to job performance for the period being evaluated. If a self-evaluation is written, the evaluator reviews the self-evaluation, discusses it with the staff member, appends it to the evaluation form, and forwards it as part of the evaluation record.

4. Self-Evaluation Why should I prepare a self-evaluation?
No one knows your responsibilities better than you
No one knows the constraints you are facing better than you
No one knows the challenges you face better than you
This is your opportunity to draw attention to your outstanding performance
As the institution’s responsibilities have increased but staffing has remained static or decreased, there is potential for your complete contribution to the University to be overlooked. Keep track of your accomplishments and toot your own horn!

5. YSU Professional/Administrative Staff Evaluation Form
Planning
Administration
Communication
Initiative
Effectiveness
Promptness
Innovation
Relationships
Attitude
Reliability
Professional Development
Other (Specify)

6. Planning Establishes objectives and activities related to goals
Are you able to decide for yourself what you will work on a majority of the time?
Do you plan your own day’s agenda?
Are your goals driven by the University’s Academic Calendar? Other timelines?
How effective are you at determining what work, in what order is necessary to accomplish your goals?
If you are NOT authorized to establish your own objectives and activities, make sure that you state that here.

7. Administration Completes objectives and activities as planned
Are your activities planned ahead of time or are they more ad hoc?
Do you complete your PLANNED activities by their due dates?
When issues threaten your ability to complete objectives and activities as planned, do you communicate this to your supervisor? During those discussions do you provide potential solutions for your supervisor to consider?

8. Communication
Shares information with peers, subordinates, and superiors
Do you share information pertinent for others to effectively perform their job duties?
– read/respond/initiate
Meetings – participate/convene
Telephone calls
Discuss how you have helped others become more efficient/effective by sharing information.

9. Initiative
Assumes responsibility for taking appropriate action with minimal direction
Do you have opportunities to take initiative?
Do you approach your supervisor to volunteer to take responsibility for completing work? (frequency, types of issues, reason for the action, etc.)
If there are NO opportunities to take initiative or if your supervisor has instructed you specifically (or implied) to wait for direction from him/her before proceeding, be sure to state that here. Also be sure that on your official evaluation NA – Not Applicable has been noted.

10. Effectiveness Achieves assigned tasks
Do you complete your assigned tasks?
Do you help others complete their assigned tasks?
Do you ask questions for clarification to ensure the accuracy of your work?
When applicable, do you verify/double-check your work?

11. Promptness Meets established deadlines
Do you routinely meet your deadlines?
Do you complete your assignments ahead of their scheduled due dates?
Do you have repeated interruptions preventing you from meeting deadlines?
Do you have too many assignments preventing you from meeting deadlines? If so, talk about how you have approached your supervisor with the dilemma and possible solutions prior to missing a deadline. Talk about how you have sought assistance and/or direction on how to re-prioritize your assignments in order to meet deadlines.

12. Innovation Has new ideas about how to accomplish objectives
Are there opportunities for you to be innovative?
Do you stay current in your job field and explore new methods when appropriate to improve accomplishing objectives?
Have you saved time, money, resources based on some innovation you have employed?
Even if you have not been able to employ a new idea, have you shared new ideas on how to accomplish objectives with your colleagues and/or supervisor?

13. Relationships Has good working relationships with peers and others
Do you work well with others?
Do you help them when they need help?
Do they help you when you need help?
Do you know who to call when you need assistance in accomplishing your objectives?

14. Attitude Displays a positive and loyal attitude
Do you present a professional appearance?
Do you interact with others in a positive manner?
Do you perform your job duties with the University’s best interest in mind?
Do you openly support the type of work you/we are doing here?
Talk about how valuable your work is, how it is critical for the University to have this work carried out and how much pride you take in your/our work.

15. Reliability
Can be depended upon to complete assigned tasks as scheduled
Talk about your ability to repeatedly complete assignments on time.
If necessary, repeat how you communicate to your supervisor, colleague, student, client, etc. regarding completing tasks as scheduled.
Do you keep getting more and more assignments because you are reliable?

16. Professional Development
Engages in activities to become or remain current in the field
Article 6.3 $500 per full-time bargaining unit member per fiscal year
Are there opportunities for you to engage in professional development in your field? (Professional organizations, webinars, seminars, courses, publications, etc.)
Are you permitted to take time off from your regular duties to participate in professional development in your field?

17. Professional Development
Will your supervisor authorize you being reimbursed for professional development activities related to your job?
Do you pay for your own professional development?
If participation is limited, or rotated and professional development was not possible for you, be sure to talk about it here. And be sure that on your official evaluation NA – Not Applicable has been noted.

18. Other (Specify)
Discuss any other issues that have presented themselves throughout the year that may have influenced your job performance.
Was your area restructured?
Were you transferred to a different department?
Was your office moved?
Were you given a new supervisor?
Did someone in your office quit/retire?

19. Self-Evaluation
To help with you with future self-evaluations, maintain chronological notes on your accomplishments throughout the year.
Provide yourself with details to refresh your memory on major projects
Identify if/where you have encountered complications (technology, inadequate staffing, workload, etc.)
Keep track of your accomplishments and toot your own horn!