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Annual Staff Review / Agreement on objectives
The University of Basel provides its line managers and staff members with the tool «Annual Staff Review with Agreement on Objectives» to structure management—staff dialogue, to periodically analyze staff’s performance and agree on objectives. The material is geared to the needs of the University of Basel’s faculty and staff (academic and administrative staff with or without line management duties).
The department Leadership & Development provides this online documentation and electronic materials for the preparation and the documentation of the reviews. To complement the annual review, an update of the agreement of objectives is advisable. For other management—staff dialogues or constructive conversations between team leaders and team members, please refer to the materials provided on the respective website:
For further information on how to use the materials most effectively, please contact the Department of Leadership & Development. Here, you can also book an introductory session for you and your team members.
Do not hesitate to contact L&D with any questions regarding management—staff communication and cooperation tools.
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Example of a possible cycle for Annual Staff Reviews.link.zoom
Instructions for use
Prepare
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Find a date, which suites both team leader (TL) and team member (TM).
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Allow for a preparation period of about two weeks.
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Make sure both (TL and TM) have access to the materials needed to prepare the review.
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Both TL and TM prepare their contribution to the discussion.
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Consider your particular points of view, assessments of the performance, and intentions and plans for future collaboration. Bring up first-hand observations of:
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Good examples of jobs successful done
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Patterns of behavior, and standards of performance which need improvement.
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Constructive exchange
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TL and TM have and open and fair conversation along your notes.
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TL and TM are taking turns in setting out with a topic. (Cf. suggestions on the form).
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TL and TM present their observations, concisely and respectfully.
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TL and TM assess the outcome of objectives earlier set together.
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TL and TM agree on the main issues, topics and objectives to be documented.
Agree on objectives
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Following their discussion, TM and TL define objectives for the next period.
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Decide on five objectives per period. Describe the outcome and document it on the “agreement on objectives” form
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You find hints and examples of a variety of objectives on the form.
Document
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TL keeps original of the documentation confidentially under lock and key.
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TM receives a copy – both, TL and TM refer back to this documentation for their collaboration.
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A copy is to be mailed to central HR, where it is encoded and filed (in a separate folder). > MAG@unibas.ch
Constructive dialogue
Appreciation/ criticism
Performance conversation
Formal warning
