PPM Section 6 - Performance review
Western Michigan University is committed to providing opportunities for staff to develop on
the job and to prepare for possible advancement. We believe this is achieved through a performance
management process that deliberately plans our focus, activities, and responsibilities to achieve
the results we want and need. Training on the performance management process is available throughout
the year or can be arranged through HR Services. More information is available on Human Resources' Performance Management web page.
Objectives of the performance management process
- Focus employees on both what they do (through development of objectives) and how they do
it (through selection of WMU-defined competencies).
- Encourage interaction between supervisors and employees through frequent and constructive
performance discussions and written documentation.
- When possible, tie individual objectives to University/department goals.
Three main phases of WMU's performance management process
- Initial objective-setting
Occurs between June and September each year. While the supervisor sets the overall direction,
the employee should draft objectives for discussion using the Performance Management Form.
Finalized objectives and competencies require next-level managers' review.
Complete instructions are included on the Performance
Management Form, which can be obtained from the HR Web site or from Human Resources.
- Performance tracking and coaching
Informal reviews and ongoing coaching/discussions occur throughout the year. One formal mid-year
review is required. Both the employee and the supervisor should document performance at the
Supervisors may review and document performance at any time during the year if the employee's
performance is deemed to be at the "needs improvement" level.
- Year-end performance review
Due in May, the employee completes a self-appraisal, while the supervisor completes an independent
review which is approved by the next-level reviewer prior to discussion with the employee.
The supervisor and employee meet to discuss performance and the final review.
Performance improvement plan
If an employee's year-end overall rating is "Needs Improvement," a Performance Improvement
Plan is required. The employee does not receive an annual pay adjustment until satisfactory performance
is achieved and documented.
NOTE: Supervisors may review and document performance at any time during the year if the
employee's performance is deemed to be at the "needs improvement" level.
Procedure-performance improvement plan
- The employee, supervisor, and an HR Representative meet to discuss performance, beginning with
the current performance management form.
- Together, the employee, supervisor, and HR Representative set objectives and competencies for
the Performance Improvement Plan cycle.
- The supervisor and employee set a date, usually in three to six months, for the next performance
review relative to the Performance Improvement Plan.
- If the employee's overall rating is no longer "Needs Improvement," the employee
resumes the normal performance management cycle. The employee receives any annual pay adjustment
effective the date of the satisfactory review.
- If the employee's rating remains at the "Needs Improvement" level, the employee
may be discharged from the University. HR Services must be contacted prior to finalizing a
decision to terminate an employee.