rroi: roles, responsibilities, objectives & initiatives i ...€¦ · performance review:...

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RROI: Roles, Responsibilities, Objectives & Initiatives

I GENERAL INFORMATION Associate Name: Larry Higgins Position Title: Maintenance Associate Location: Burlington, WI Hire Date: 6/1/13 Reports to: Maintenance Manager People this position has reporting: N/A People closely coordinating with or providing services to: N/A (People leading processes you support or that support you)

Review Info 1) Current Review Date: Dec. 2015 2) Previous Review Dates (indicate the initial review): Dec. 2014, Dec. 2013, Dec. 2012 (initial)

II POSITION DESCRIPTION & PERFORMANCE AGREEMENT

General Description of Position Role & Mission: Consistent with the core values and strategic plan

of our company, my Role is to:

Maintain all machinery and equipment within my area of responsibility and maintain all production machinery in a 100% operational mode.

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III KEY RESPONSIBILITES Responsibilities, Accountabilities and Expectations of this Role within the Strategic Plan 1. My primary responsibilities and accountabilities in this role are (minimum of 3):

(A) Keep all equipment and machinery 100% operational. (B) Recommend and support the planning and off hour scheduling of all standard maintenance and assure that materials are in place and contractors and vendors are scheduled. (C) Communicate plans and schedules within your area’s operational team. (D) Maintain a perfect safety record. (E)

2. Set your expectations for each key responsibility and accountabilities listed above.

(A&B) When all equipment is maintained in an operational condition so that there is no unplanned production downtime or reduced productivity. There is a perfect safety record.

(C) Assure that all managers clearly understand the maintenance off hour scheduled so there is no scheduled production during that period.

(D) Achieve a perfect safety record.

(E)

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Performance Review: Key Responsibilities, Accountabilities and Expectations

(A) Associate comments and date. Dec 2015

I am in agreement with the above listed responsibilities, accountabilities and expectations.

(B) Supervisor comments and observations and date. Dec 2015 I agree

IV RESULT EXPECTATIONS OF THIS ROLE

1. This role will be considered as performed successfully when the following key results are achieved: (A) When all equipment is maintained in an operational condition. (B) No unplanned production downtime or reduced productivity. (C) A perfect safety record.

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Performance Review: Results vs. Expectations

1) List actual results from IV and compare to the result expectations set.

Operational downtime goal - 5% Actual 8% Overall Productivity for the assigned production equipment: Plan 90% Actual 85% There was a perfect safety record.

2) Discuss associate performance against agreed upon expectations and results.

(A) Associate comments and date: Dec. 2015 The overall productivity was more effected by lack of production materials than the maintenance of the equipment.

(B) Supervisor comments and observations and date. I would agree. Looking at the deeper details of the Productivity Matrix you would have been very close to your 90% target. Next year I plan to refine the matrix so we can better understand the “actual” numbers when doing the comparisons and assessing your performance. Knowing that your numbers will still be a little short you must continue to focus on new ways to predict maintenance needs and get them into the schedule.

3) Indicate whether the “expected results” of this role are stated accurately. If not, indicate

desired adjustments for the future.

(A) Associate comments and date Need a more detailed breakdown of the uptime performance measurement. (B) Supervisor comments and observations and date. I agree and will try to make that happen.

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V Description of Position Activities

Identify 8-12 activities that will allow your objectives, initiative and ultimately the results of your Role to be achieved.

1. Attend daily review of routine maintenance plans and engineers. 2. Effectively execute the daily maintenance plan. 3. Maintain all maintenance bulletin and manuals for your area. 4. Attend weekly maintenance planned project meetings and be prepared to

recommend needed materials and tools for upcoming projects. 5. Communicate with area supervisors regarding all preventive maintenance plans

and upcoming maintenance projects. 6. Do after project inventory of materials and tools and check them back in to stores

and tool shed. 7. Attend all vendor sponsored equipment training.

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Performance Review: Position Activities

1. Comment on performance of above activities designed for this Role.

(A) Associate comments and date: Dec. 2015

I feel I am very proactive in seeing that all machinery maintenance is taken care of.

(B) Supervisor comments and observations and date: Dec. 2015 You are doing a good job seeing to the machinery maintenance to keep productivity at a high level.

2. Comment on any recommended changes to activities to best accomplish the results of the role.

(A) Associate comments and date: Dec. 2015 Many times it takes too long to get recommended maintenance projects approved. They must be considered emergencies before they get approval. I would like for Management to put more weight on my requests.

(B) Supervisor comments and observations and date: Dec. 2015 I think in many cases more data needs to be presented to justify the maintenance downtime expenditures. It is important to prioritize the need for maintenance project expenditures. I do agree that when your preventive maintenance “assessments” indicate pending failure, we must do a better job of getting funding approved.

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VI Leadership Loops-Tactical (Operational) and Sub-Strategic Team Meetings

1. This position leads the following regularly scheduled meetings. A. N/A Key Agenda Items you want covered in each tactical (operational) meeting you lead. A. N/A

2. This position attends the following regularly scheduled meetings. A. Daily routine maintenance review and schedule meeting. B. Weekly maintenance project review and planning meeting. C. Monthly team meeting. D. E.

Key agenda items you will report on in each meeting you attend A. Review of status on routine and preventive maintenance cycles. B. Verify all timing, sequencing, materials and tools are in place for planned maintenance projects. C. Open agenda. D. E.

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Performance Review: Leadership Loops

1. List my recommended changes to the meetings you lead or attend. These are the meetings I should attend, no other ones.

2. Comment on how meetings could be more effective.

There should be more preparation from Management on the planned scheduling of the maintenance projects. The Team meetings are good. Thank you for giving us updates and feedback from suggestions or ideas that come from the team meetings.

3. List any other meetings you or your colleagues should attend in order to improve communications and support the attainment of results. List meetings you do not think you need to attend.


(B) Supervisor comments and observations and date: Dec. 2015 Sales, unfortunately, is an inexact science. Sales drives the need for production and the need for production drives our maintenance project schedule. Our goal is to continue to focus on tightening up the communications within that loop, however, knowing that our ability to product sales is always going to be poor, it is up to you and our team to put “quick reaction” plans together in anticipation of productions inability to plan very far ahead due to sales.

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VII PERSONAL SKILL SETS & EXPERIENCE

Personal skill set: List the key skills, experience and knowledge required in this position. Answer as though you were to put an ad in the paper for this position (minimum 4).

1) High School Diploma. 2) Trade school training in general maintenance skills. 3) 3-5 years experience in machine and equipment maintenance 4) Mechanical aptitude (tested). 5) Record of a strong safety orientation.

Performance Review: Key Skills

1) Discuss the proficiency you have in skills listed above that enable you to be successful in this position. Note any education and/or training you feel would improve any of the listed skills.

(A) Associate comments and date: Dec. 2015 Generally I possess all of the desired skills. I would like to attend an advanced electrical class to improve these skills. I think I have all of the skills necessary to perform the job.

(B) Supervisor comments and observations and date: Dec. 2015 Referencing all of the people who you work with, you have all of the skills necessary to do an effective job. I will arrange for some additional training in advanced electrical.

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VIII Personal Attributes: Check any of the attributes you feel are specifically critical to your role. The boxes marked are required for employment in all Roles.

Conformity Stress Management Ability to express clear expectations

High degree of ethics X Adversity Management Proactive solution provider X

Personal organization skills X Sense of urgency X Reach out for input/offer feedback

Leadership Strong work ethic X Ability to recognize & develop talent

Management skills Passion to succeed X Verbal & written communication skills X

Respectful to everyone X Sense of humor Ability to coach constructively Ability to effectively prioritize X Flexible X Team and Organization Building X

Ability to delegate Decisive Accepts and understands direction X

Dress Overcomes obstacles X Recognizes Achievement of others

Risk adversity X Presence / professionalism Builds external & internal

relationships X

Risk tolerant Planning skills X Consistent work accuracy X

Proactive problem solver X Sense of honor Persistence

Safety Conscious X High Stamina X Create Recognition-based Environment

Performance Review:

1. Discuss how well you employed the attributes that were jointly identified as being important to the success of your position.

(A) Associate comments and date: Dec. 2015 I have been demonstrating all of the attributes mentioned.

(B) Supervisor comments and observations and date: Dec. 2015 I would agree that you have demonstrated all of the positive attributes outlined. You also have a great attendance record.

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2) Summarize any attributes for which you believe you have opportunities for improvement.


I have had a little problem with being late due to my need to take my kids to school 2 days a week.

(B) Supervisor comments and observations and date: Dec. 2015 I compliment you on your commitment to get to work. I know you currently have a problem with getting to work on time on 2 days a week. I would ask that you continue to work on fixing this issue. It is not fair to others to not be consistent on how the policy is enforced. We cannot allow others to be late on certain days. It would be chaotic to have multiple definitions on what ‘tardy” means. Thank you for understanding this situation and working to solve it.

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IX Behavioral Attitudes 1) Positive behavioral attitudes can represent a critical accelerator to existing skill sets and attributes. The attitudes shown are positive behavioral attitudes that are desired within our company culture.

Positive Attitudes x Humble, Team Player Appreciative/Gracious Forgiving Team Attitude Charitable/Giving Optimistic Sharing Attitude of Gratitude Get it done attitude

Performance Review: Behavioral Attitude

1) Discuss any attitudes you feel may need improvement.

(A) Associate comments and date: Dec. 2015 All of my attitudes are positive.

(B) Supervisor comments and observations and date: Dec. 2015 You have a lot of high “personal standards.” That is very good. It is very important to you that things are done right and done right the first time. It is also important to be a team player and lead by example. You lead by example very well. We must rely on the managers to discuss lack of performance with your teammates. Keep doing the great job you are doing in setting the example. Let your supervisors enforce the rules.

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X PERFORMANCE RESULTS CURRENT REVIEW CYCLE: OBJECTIVES & RESULTS

A) List 3-5 objectives for the current review cycle, what completion looks like and the time frame in which completion should be realized. Also check if they were achieved.

Objective Objective Met When

Time Frame Achieved

1. Operational down time goal 5%

Year end numbers report

Annual year end

2. Total overall productivity rate at standard 90%

Year end numbers report

Annual year end

3. Perfect Safety Record Perfect record at year end

Annual year end

* Material shortages caused some charged downtime

No

No *

Yes

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Performance Review: Current Objectives and Results

1) Comment on any results that met or exceeded jointly defined objectives.

(A) Associate comments and date: Dec. 2015 Operational downtime goal: 5% Actual 8% Overall productivity efficiency for assigned production equipment: Goal: 90% Actual 85%

Perfect safety record goal: Actual: No safety incident Note: Part of productivity goal resulted from material shortage

(B) Supervisor comments and observations and date: Dec. 2015 Overall productivity uptime was also impacted by a short supply of raw production materials.

2) Comment on any variance against jointly defined objectives.

(A) Associate comments and date: Dec. 2015 Need to work on operational downtime to bring it to goal.

(B) Supervisor comments and observations and date: Dec. 2015 Good job in overall performance against objectives. We will provide a more detailed breakdown of the overall productivity rate next year. I do believe that breakdown will still leave you a little short of your goals. Continue to understand the importance of the productivity rate that is required for our company to be successful.

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CURRENT REVIEW CYCLE: INITIATIVES & RESULTS

A) List Initiatives needed to achieve overall objectives.

Initiative Initiative Met When: Time Frame Achieved

Set up a schedule board within your operational area for the purpose of notifying all associates of planned project maintenance.

Board is up and information is kept updated daily.

1st Quarter

1st Quarter Done

Establish formal material requisition form for materials for planned maintenance projects.

Go through Admin. To get form printed after you develop format. Form should be in use

2nd Quarter

2nd quarter Done

Performance Review: Initiatives and Results

1) Comment on any results that met or exceeded jointly defined Initiatives.

(A) Associate comments and date: Dec. 2015 Both initiatives completed on time and are in operation.

(B) Supervisor comments and observations and date: Dec. 2015 Great job.

2) Comment on any variance against jointly defined Initiatives.


(B) Supervisor comments and observations and date: Dec. 2015

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NEXT REVIEW CYCLE: OBJECTIVES

A) Establish objectives for the next review cycle Objective Objective Met When: Time Frame

B) Comment on the planned strategies or anticipated support needed for meeting objectives for the next review cycle.

(A) Associate comments and date

(B) Supervisor comments and observations and date.

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NEXT REVIEW CYCLE: INITIATIVES

A) Establish initiatives for the next review cycle. Initiative Initiative Met When: Time Frame

B) List any planned strategies and anticipated support needed for developing new initiatives that will improve our ability to meet current and future objectives.



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XI Commitments to our Valued Associate

1) PERSONAL & PROFESSIONAL GROWTH GOALS

A) Discuss personal and professional goals for yourself as you perform in this Role. I want to continue to learn and hopefully be promoted. I have an interest at having more responsibility and earning more compensation.

B) Discuss the most important things you would like to see come from this position for you personally. I would like to have a secure position with a good company where I have an opportunity to grow in responsibility.

C) Any other comments on personal expectations you have within your Role. To be treated fairly and allowed to be trained in additional areas of maintenance. I would like to be promoted if I meet my objectives.

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Performance Review: Personal & Professional

EDUCATION AND TRAINING 1) Discuss training and education that will support your career with the company. These will

be thoughts and ideas regarding any needs or desires for personal or professional development, skill proficiency training or on-going education that will enhance your career path opportunities.


I would like to continue my education in electrical systems.

(B) Supervisor comments and observations and date: Dec. 2015 We will set up the electrical training for this year.

1) Review previous and current discussions regarding career path interest and future expectations.

(A) Associate comments and date I would like to be considered, in time, for a promotion to area maintenance supervisor.


Continue with your progress in meeting objectives, implementing initiatives and demonstrating teamwork and you will be considered for supervision.

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XII COMMUNICATIONS PLAN

1) Outline the one-on-one communication plan you would like with your supervisor to discuss the jointly agreed upon activities and status of your performance along with any other topics. Discuss the ideal intervals between these one-on-one discussions (monthly, quarterly, and semi-annually). I would like to meet privately once per Quarter.

Performance Review:

1) Discuss whether the one-on-one plan was maintained and if you would like to continue with the current intervals.

(A) Associate comments and date: Dec. 2015 Let’s continue to meet once per quarter

(B) Supervisor comments and observations and date: Dec. 2015 I would like to move it up to once per month. I want to be sure we are accomplishing some of the points you made on productivity reporting and preventive maintenance checking.

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XIII Discuss Career Path Interest and Expectations going forward

1. Review any previous discussions regarding career path. Discuss expectations going forward. Discuss any obstacles or challenges from either the associate’s or supervisor’s point of view that stand in the way of the associate’s desired career path goals.

Performance Review: Career Path Expectations

(A) Associate comments and date: Dec. 2015 No previous discussions. I would like to be considered in time for a promotion to area maintenance supervisor.

(B) Supervisor comments and observations and date. Continue with your progress in meeting objectives, implementing initiatives, demonstrating teamwork and you will be considered for supervision.

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THIS SECTION FOR MANAGERS ONLY

XIV Plans for the personal & professional development of key people on your team

1. “Keeping the Keepers” who do a great job in their Role and the identification of future leaders.

A) Identify the “Keepers” on your team that do an excellent job within their current Role. i ii iii

B) Discuss the needs and interests of the individuals you want to keep on your team and what development is needed for each. I ii iii

2. Comment on whether you and the company are doing enough to keep them.

3. Identify any future supervisors, managers or leaders who you feel not only perform work in their Role but also have leadership abilities that would make them promotable in the future.

4. What specific development activities have you outlined for these potential future supervisors or managers?

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Performance Review: Team Growth & Development

1) Comment on the level of accomplishments you achieved in the development of your team over the last review period (both the “keepers” in their existing roles and also the identification and development of future supervisors and managers).


(B) Supervisor comments and observations and date: Dec. 2015

2) Outline plans for team development during the next period.



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XV Other Topics on Your Mind Discuss any other topics on your mind. A) Associate comments and date:

B ) Supervisor comments and observations and date:

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XVI Overall RROI Review Summary Assessment

A) Outline your assessment of the fairness and accuracy of this review of your current and planned performance.

1) Associate comments and date: Dec. 2015

I felt the assessment was fair. I hope everything we talked about will be followed through on.

B) Supervisor’s summary of overall performance during this review cycle with future recommendations.

All of the good work ethics and desire to be successful is there. Continue to plan and beef-up preventive maintenance checks to catch potential issues in advance and allow your results within your role to be achieved.

C) Overall Rating: □ Excellent X Very Good □ Good □ Needs some improvement

□ Needs Considerable Improvement

Signed Associate (Reviewee) _______________________________________ Date: Dec. 2015

(Signature)

Supervisor (Reviewer) ______________________________________ Date: Dec. 2015 (Signature)

Next Level _______________________________________ Date: Dec. 2015 (Optional) (Signature)

Larry Higgins

Joseph Cook

Gerard Hopins

rroi: roles, responsibilities, objectives & initiatives i ...€¦ · performance review:...

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