LEADS Calibration

Webinar

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Performance Suite2011 Demonstrations of the Human Capital

Management System (Performance Suite)Implementation Phase

Webinar seriesConversion and Calibration of LEADSEntering Goals/MRs into the Performance Suite for

employeesHow to navigate the system

Today’s focus: Conversion and Calibration of LEADS from the paper to electronic

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Conversion and Calibration of LEADS GoalAll managers to enter their

LEADS into the new system by the mid-year review in June

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Today’s AgendaUsing the Worksheet to Calibrate

New CategoriesNew Weighting

Logging into the new Performance Suite system

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WelcomeMute your line by selecting *6

Unmute by selecting #6Type your first and last name in the chat box on

the upper left hand side of the screen. If you are sharing a computer, please chat the

names of everyone sitting with you. Webinar will be approximately 1 hour.

2012 New LEADS form and process

Form, process and work flow electronicLEADS scale no change - 5 point scale  4.51 - 5.0 =   Excellent Performance

  3.51 - 4.5 =   Exceeds Performance Standards

  2.51 - 3.5 =   Good Competent Performance

  1.51 - 2.5 =   Needs Improvement

  1.0   - 1.5 =   Unsatisfactory Performance

2012 LEADS Form2011 Categories 2012 Categories

• Major responsibilities - describe job responsibilities assigned a weight 1- 3

• Performance Standards – describe details of MR, may be numeric (goals)

• Multiple MRs for each employee job family

• Performance goals - numeric assigned a % weight

• Multiple performance goals in this category

• Performance Goal section has an overall % weight

• Major responsibilities - describe job responsibilities, assigned a % weight

• Performance Standards – describe details of MR

• Multiple MRs for each employee job family

• MR section has an overall % weight• Core Competencies – describe

important competencies for the organization

• Teamwork & Integrity – comments by manager, not scored

Using the Worksheet

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Formatting your LEADsEmployee Positions – Two Types

LEADS include: Major ResponsibilitiesLEADS include: Major Responsibilities and

Performance GoalsWorksheet will be helpful to use for all employee

positions

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WorksheetPurposeUsing to CalibrateCopy and Paste into the System

Only need to maintain and edit after initial input

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2012 Categories• Performance goals - numeric

assigned a % weight• Multiple performance goals in this

category • Performance Goal section has an

overall % weight• Major responsibilities - describe

job responsibilities, assigned a % weight

• Performance Standards – describe details of MR

• Multiple MRs for each employee job family

• MR section has an overall % weight

Quick ReviewPerformance GoalsResultsMetric DrivenOutcome of the Major

Responsibilities behavior

Major ResponsibilitiesMajor Responsibilities

are behavioral.

Performance Standards are not rated.

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= 100%

= 100%

= 100%

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= 100%

= 100%

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From Points to Weighting2011 LEADS 2012 LEADS

3 ÷ 16 18.75%2 ÷ 16 12.5%

Priority point divided by total priority point = percentage point

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Questions?Ask questions via the chat line or your phone.

To unmute your line, select #6.

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RatingsUsing the same 5 point scale to rate

  4.51 - 5.0 =   Excellent Performance

  3.51 - 4.5 =   Exceeds Performance Standards

  2.51 - 3.5 =   Good Competent Performance

  1.51 - 2.5 =   Needs Improvement

  1.0   - 1.5 =   Unsatisfactory Performance

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Additional Tips

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WorksheetRecommending no more than 6 Major

ResponsibilitiesRecommending no more than 6 Performance

Standards per Major Responsibility Recommending no more than 10 Performance

Goals

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Performance Goals v. Major Responsibilities

Achievement of YTD Average Loans Outstanding Portfolio Growth Goal.

Measured as individual year-over- year average portfolio growth (point-to-point; measured against prior year baseline to baseline of active plan year).

< 80% to Threshold = 1 80% - 99% to Threshold = 2 Threshold = 3 Target = 4Maximum = 5

 

2011 LEADs Performance Standard Example:

PS A: Generate YTD average loan outstandings of $_____________ by 12/31/11.If this PS is not met, MR rating cannot be greater than “Needs Improvement”.2012 LEADs Performance Goal Example:Goal Name:

Goal Metric:

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Performance Goals Examples2011 Performance Standards/Major Responsibilities to 2012 Performance GoalsMust be quantifiable and/or measureable

2012 Performance Goal ExamplesPerformance Goal: Need to attend

four client appointments every quarter with their bankers.    

Performance Goal: Need to assist with Relationship Reviews monthly per banker.        

Performance Goal: Successfully implement new system by ____.

Performance Goal: Maintain defect ratio of 5% or less.

Performance Goal: Deliver weekly reports by 12:00 pm every Monday.

Performance Goal: Process a minimum of five new loan applications per day.

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Calibration

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Calibration ReviewBalancing Goal WeightsSection WeightsPriority Points

  MR Priority Points

  MR Evaluation

  Point Total

NEW FOR

2012!           

MR 1 3 X 3 = 9 18.75%MR 2 3 X 4 = 12 18.75%MR 3 3 X 5 = 15 18.75%MR 4 2 X 2 = 4 12.5%MR 5 2 X 2 = 4 12.5%MR 6 3 X 3 = 9 18.75%

Priority Point Total

16       53 100%

53 ¸ 16 = 3.31 Meets Performance Standards

2011 LEADSOld Point System

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Questions?Ask questions via the chat line or your phone.

To unmute your line, select #6. For more information on how to enter your

LEADS into the new worksheet or the new electronic system please contact LEADS support: leadssystemsupport@firstmerit.com330.849.8748

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Signing-in to the new system

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Signing-in to New SystemLog-in Located on FirstNet, top right, underneath FirstPlace and

Webmail

Reset PasswordAnswer Security QuestionsView To-Do’sView Org Chart

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Verifying Org Chart1

2

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Verifying Org Chart

12

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(where to send)

Verifying Org Chart

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QuestionsAsk questions via the chat line or your phone.

To unmute your line, select #6.

For more information on how to construct your LEADs, contact your Employee Relations Representative.

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Homework

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HomeworkAt least one LEADS must be completed by the

next webinar, LEADS Webinar 2: Entry, as a prerequisite.

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Upcoming ScheduleLEADS Webinar 2: Entry schedule:

March – Early AprilSee workshop training schedule to sign-up:

http://firstnet.firstmerit.com/Human_Resources/workshops/workshops.asp

Thank you for joining us today!