PerformanceManagement绩效管理英文文献培训资料.doc

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1、Good is good, but better carries it.精益求精，善益求善。PerformanceManagement绩效管理英文文献-PERFORMANCEMANAGEMENTPOLICYTheGoverningBodyofHomertonChildrensCentreadoptedthisperformancemanagementpolicyon31October2007.APPLICATIONOFTHEPOLICYThepolicyappliestotheheadteacherandtoallteachersemployedbytheschoolexceptteacher

2、soncontractsoflessthanoneterm,thoseundergoinginduction(ieNQTs)andthosewhoarethesubjectofcapabilityprocedures.PURPOSEThispolicysetsouttheframeworkforaclearandconsistentassessmentoftheoverallperformanceofteachersandtheheadteacherandforsupportingtheirdevelopmentneedswithinthecontextoftheschoolsimprovem

3、entplanandtheirownprofessionalneeds.Whereteachersareeligibleforpayprogression,theassessmentofperformancethroughoutthecycleagainsttheperformancecriteriaspecifiedinthestatementwillbethebasisonwhichtherecommendationismadebythereviewer.Thispolicyshouldbereadinconjunctionwiththeschoolspaypolicywhichprovi

4、desdetailsofthearrangementsrelatingtoteacherspayinaccordancewiththeSchoolTeachersPayandConditionsDocument.-LINKSTOSCHOOLIMPROVEMENT,SCHOOLSELFEVALUATIONANDSCHOOLDEVELOPMENTPLANNINGTocomplywiththerequirementtoshowhowthearrangementsforperformancemanagementlinkwiththoseforschoolimprovement,schoolself-e

5、valuationandschooldevelopmentplanningandtominimiseworkloadandbureaucracytheperformancemanagementprocesswillbethemainsourceofinformationasappropriateforschoolself-evaluationandthewiderschoolimprovementprocess.Similarly,theschoolimprovementanddevelopmentplanandtheschoolsselfevaluationformarekeydocumen

6、tsfortheperformancemanagementprocess.Allreviewersareexpectedtoexplorethealignmentofrevieweesobjectiveswiththeschoolsprioritiesandplans.Theobjectivesshouldalsoreflectrevieweesprofessionalaspirations.CONSISTENCYOFTREATMENTANDFAIRNESSTheGoverningBodyiscommittedtoensuringconsistencyoftreatmentandfairnes

7、sintheoperationofperformancemanagement.Toensurethisthefollowingprovisionsaremadeinrelationtomoderation,qualityassuranceandobjectivesetting.QualityassuranceTheheadteacherhasdeterminedthatshewilldelegatethereviewerroleforsomeorallteachersforwhomsheisnotthelinemanager.Inthesecircumstancestheheadteacher

8、willmoderatealltheplanningstatementstocheckthattheplansrecordedinthestatementsofteachersattheschool:areconsistentbetweenthosewhohavesimilarexperienceandsimilarlevelsofresponsibilitycomplywiththeschoolsperformancemanagementpolicy,theregulationsandtherequirementsofequalitylegislationTheGoverningBodywi

9、llreviewthequalityassuranceprocesseswhentheperformancepolicyisreviewed.OBJECTIVESETTINGTheobjectivessetwillberigorous,challenging,achievable,time-bound,fairandequitableinrelationtoteacherswithsimilarroles/responsibilitiesandexperience,andwillhaveregardtowhatcanreasonablybeexpectedofanyteacherinthatp

10、ositiongiventhedesirabilityoftherevieweebeingabletoachieveasatisfactorybalancebetweenthetimerequiredtodischargehisprofessionaldutiesandthetimerequiredtopursuehispersonalinterestsoutsidework,consistentwiththeschoolsstrategyforbringingdownwardpressureonworkinghours.Theyshallalsotakeaccountoftheteacher

11、sprofessionalaspirationsandanyrelevantpayprogressioncriteria.Theyshouldbesuchthat,iftheyareachieved,theywillcontributetoimprovingtheprogressofchildrenattheschool.Thereviewerandrevieweewillseektoagreetheobjectivesbutwhereajointdeterminationcannotbemadethereviewerwillmakethedetermination.Inthisschool:

12、allteachers,includingtheheadteacher,willhavenomorethan3objectivesteachers,includingtheheadteacher,willnotnecessarilyallhavethesamenumberofobjectivesallteachers,includingtheheadteacher,willhaveawholeschoolobjectiveThoughperformancemanagementisanassessmentofoverallperformanceofteachersandtheheadteache

13、r,objectivescannotcoverthefullrangeofateachersroles/responsibilities.Objectiveswill,therefore,focusontheprioritiesforanindividualforthecycle.Atthereviewstageitwillbeassumedthatthoseaspectsofateachersroles/responsibilitiesnotcoveredbytheobjectivesoranyamendmenttothestatementwhichmayhavebeennecessaryi

14、naccordancewiththeprovisionsoftheregulationshavebeencarriedoutsatisfactorily.ReviewingProgressAttheendofthecycleassessmentofperformanceagainstanobjectivewillbeonthebasisoftheperformancecriteriasetatthebeginningofthecycle.Goodprogresstowardstheachievementofachallengingobjective,eveniftheperformancecr

15、iteriahavenotbeenmetinfull,willbeassessedfavourably.Theperformancemanagementcycleisannual,butonoccasionsitmaybeappropriatetosetobjectivesthatwillcoveraperiodovermorethanonecycle.Insuchcases,thebasisonwhichtheprogressbeingmadetowardsmeetingtheperformancecriteriafortheobjectivewillbeassessedattheendof

16、thefirstcycleandwillberecordedintheplanningandreviewstatementatthebeginningofthecycle.APPEALSAtspecifiedpointsintheperformancemanagementprocessteachersandheadteachershavearightofappealagainstanyoftheentriesintheirplanningandreviewstatements.Wherearevieweewishestoappealonthebasisofmorethanoneentrythi

17、swouldconstituteoneappealhearing.Detailsoftheappealsprocessarecoveredintheschoolspaypolicy.CONFIDENTIALITYThewholeperformancemanagementprocessandthestatementsgeneratedunderit,inparticular,willbetreatedwithstrictconfidentialityatalltimes.Onlytherevieweeslinemanageror,whereshehasmorethanone,eachofherl

18、inemanagerswillbeprovidedwithaccesstotherevieweesplanrecordedinherstatement,uponrequest,wherethisisnecessarytoenablethelinemanagertodischargeherlinemanagementresponsibilities.Revieweeswillbetoldwhohasrequestedandhasbeengrantedaccess.TRAININGANDSUPPORTTheschoolsCPDprogrammewillbeinformedbythetraining

19、anddevelopmentneedsidentifiedinthetrainingannexoftherevieweesplanningandreviewstatements.Thegoverningbodywillensureinthebudgetplanningthat,asfaraspossible,appropriateresourcesaremadeavailableintheschoolbudgetforanytrainingandsupportagreedforreviewees.Anaccountofthetraininganddevelopmentneedsofteache

20、rsingeneral,includingtheinstanceswhereitdidnotprovepossibletoprovideanyagreedCPD,willformapartoftheheadteachersannualreporttothegoverningbodyabouttheoperationoftheperformancemanagementintheschool.WithregardtotheprovisionofCPDinthecaseofcompetingdemandsontheschoolbudget,adecisiononrelativeprioritywil

21、lbetakenwithregardtotheextenttowhich:(a)theCPDidentifiedisessentialforarevieweetomeettheirobjectives;and(b)theextenttowhichthetrainingandsupportwillhelptheschooltoachieveitspriorities.Theschoolsprioritieswillhaveprecedence.Teachersshouldnotbeheldaccountableforfailingtomakegoodprogresstowardsmeetingt

22、heirperformancecriteriawherethesupportrecordedintheplanningstatementhasnotbeenprovided.APPOINTMENTOFREVIEWERSFORTHEHEADTEACHERAppointmentofGovernorsTheGoverningBodyisthereviewerfortheheadteacherandtodischargethisresponsibilityonitsbehalfmayappoint2or3governors.Whereaheadteacherisoftheopinionthatanyo

23、fthegovernorsappointedbythegoverningbodyunderthisregulationisunsuitableforprofessionalreasons,s/hemaysubmitawrittenrequesttothegoverningbodyforthatgovernortobereplaced,statingthosereasons.AppointmentofSchoolImprovementPartnerorExternalAdviserThelocalauthorityhasappointedaSchoolImprovementPartnerfort

24、heschool,whowillprovidetheGoverningBodywithadviceandsupportinrelationtothemanagementandreviewoftheperformanceoftheheadteacher.APPOINTMENTOFREVIEWERSFORTEACHERSInthecasewheretheheadteacherisnottheteacherslinemanager,theheadteachermaydelegatethedutiesimposeduponthereviewer,intheirentirety,totheteacher

25、slinemanager.Inthisschooltheheadteacherhasdecidedthat:Theheadteacherwillbethereviewerforthoseteachersshedirectlylinemanagesandwilldelegatetheroleofreviewer,initsentirety,totherelevantlinemanagersforsomeorallotherteachers.Linemanagerswillbethereviewersforallthoseteacherstheylinemanage.Whereateacheris

26、oftheopinionthatthepersontowhomtheheadteacherhasdelegatedthereviewersdutiesisunsuitableforprofessionalreasons,shemaysubmitawrittenrequesttotheheadteacherforthatreviewertobereplaced,statingthosereasons.Whereitbecomesapparentthatthereviewerwillbeabsentforthemajorityofthecycleorisunsuitableforprofessio

27、nalreasonstheheadteachermayperformthedutiesherselfordelegatethemintheirentiretytoanotherteacher.Wherethisteacherisnottherevieweeslinemanagertheteacherwillhaveanequivalentorhigherstatusinthestaffingstructureastheteacherslinemanager.Aperformancemanagementcyclewillnotbeginagainintheeventofthereviewerbe

28、ingchanged.Alllinemanagerstowhomtheheadteacherhasdelegatedtheroleofreviewerwillreceiveappropriatepreparationforthatrole.THEPERFORMANCEMANAGEMENTCYCLETheperformanceofteachersmustbereviewedonanannualbasis.Performanceplanningandreviewsmustbecompletedforallteachersby31Octoberandforheadteachersby31Decemb

29、er.Theperformancemanagementcycleinthisschool,therefore,willrunfromtheendofautumnhalftermtotheendofthesummertermforteachers,andfromtheendofautumntermtotheendofthesummertermfortheheadteacher.Teacherswhoareemployedonafixedtermcontractoflessthanoneyear,willhavetheirperformancemanagedinaccordancewiththep

30、rinciplesunderpinningtheprovisionsofthispolicy.Thelengthofthecyclewillbedeterminedbythedurationoftheircontract.Whereateacherstartstheiremploymentattheschoolpart-waythroughacycle,theheadteacheror,thegoverningbodyshalldeterminethelengthofthefirstcycleforthatteacher,withaviewtobringinghercycleintolinew

31、iththecycleforotherteachersattheschoolassoonaspossible.Whereateachertransferstoanewpostwithintheschoolpart-waythroughacycle,theheadteacheror,thegoverningbodyshalldeterminewhetherthecycleshallbeginagainandwhethertochangethereviewer.RETENTIONOFSTATEMENTSPerformancemanagementplanningandreviewstatements

32、willberetainedforaminimumperiodof6years.MONITORINGANDEVALUATIONThegoverningbodywillmonitortheoperationandoutcomesofperformancemanagementarrangements.Theheadteacherwillprovidethegoverningbodywithareportontheoperationoftheschoolsperformancemanagementpolicyannually.Thereportwillnotcontainanyinformation

33、whichwouldenableanyindividualtobeidentified.Thereportwillinclude:theoperationoftheperformancemanagementpolicy;theeffectivenessoftheschoolsperformancemanagementprocedures;teacherstraininganddevelopmentneeds.TheGoverningBodyiscommittedtoensuringthattheperformancemanagementprocessisfairandnon-discrimin

34、atoryandthefollowingmonitoringdatashouldbeincludedintheheadteachersreportbecausetheyrepresentthepossiblegroundsforunlawfuldiscrimination:RaceSexSexualorientationDisabilityReligionandbeliefAgePart-timecontractsTradeunionmembership.Theheadteacherwillalsoreportonwhethertherehavebeenanyappealsorrepresen

35、tationsonanindividualorcollectivebasisonthegroundsofallegeddiscriminationunderanyofthecategoriesabove.REVIEWOFTHEPOLICYTheGoverningBodywillreviewtheperformancemanagementpolicyeveryschoolyearinthesummerterm.TheGoverningBodywilltakeaccountoftheheadteachersreportinitsreviewoftheperformancemanagementpol

36、icy.Thepolicywillberevisedasrequiredtointroduceanychangesinregulationandstatutoryguidancetoensurethatitisalwaysuptodate.TheGoverningBodywillseektoagreeanyrevisionstothepolicywiththerecognisedtradeunionshavingregardtotheresultsoftheconsultationwithallteachers.Toensureteachersarefullyconversantwiththe

37、performancemanagementarrangements,allnewteacherswhojointheschoolwillbebriefedonthemaspartoftheirintroductiontotheschool.ACCESSTODOCUMENTATIONCopiesoftheschoolimprovementanddevelopmentplanandSEFcanbeobtainedfromtheschooloffice.CLASSROOMOBSERVATIONPROTOCOLAllclassroomobservationwillbeundertakeninaccor

38、dancewiththeperformancemanagementregulations,theassociatedguidancepublishedbytheRewardsandIncentivesGroupandtheclassroomobservationprotocolthatisappendedtothispolicyinAnnex1.ANNEX1-CLASSROOMOBSERVATIONPROTOCOLTheGoverningBodyiscommittedtoensuringthatclassroomobservationisdevelopmentalandsupportivean

39、dthatthoseinvolvedintheprocesswill:carryouttherolewithprofessionalism,integrityandcourtesy;evaluateobjectively;reportaccuratelyandfairly;andrespecttheconfidentialityoftheinformationgained.Thetotalperiodforclassroomobservationarrangedforanyteacherwillnotexceedthreehourspercyclehavingregardtotheindivi

40、dualcircumstancesoftheteacher.Thereisnorequirementtouseallofthethreehours.Theamountofobservationforeachteachershouldreflectandbeproportionatetotheneedsoftheindividual.Inthisschoolproportionatetoneedwillbedeterminedbytheheadteacher.Thearrangementsforclassroomobservationwillbeincludedintheplaninthepla

41、nningandreviewstatementandwillincludetheamountofobservation,specifyitsprimarypurpose,anyparticularaspectsoftheteachersperformancewhichwillbeassessed,thedurationoftheobservation,whenduringtheperformancemanagementcycletheobservationwilltakeplaceandwhowillconducttheobservation.Whereevidenceemergesabout

42、therevieweesteachingperformancewhichgivesrisetoconcernduringthecycleclassroomobservationsmaybearrangedinadditiontothoserecordedatthebeginningofthecyclesubjecttoarevisionmeetingbeingheldinaccordancewiththeRegulations.Informationgatheredduringtheobservationwillbeused,asappropriate,foravarietyofpurpose

43、sincludinginformingschoolself-evaluationandschoolimprovementstrategiesinaccordancewiththeschoolscommitmenttostreamliningdatacollectionandminimisingbureaucracyandworkloadburdensonstaff.Inkeepingwiththecommitmenttosupportiveanddevelopmentalclassroomobservationthosebeingobservedwillbenotifiedinadvance.

44、ClassroomobservationswillonlybeundertakenbypersonswithQTS.Inaddition,inthisschoolclassroomobservationwillonlyundertakenbythosewhohavehadadequatepreparationandtheappropriateprofessionalskillstoundertakeobservationandtoprovideconstructiveoralandwrittenfeedbackandsupport,inthecontextofprofessionaldialo

45、guebetweencolleagues.Oralfeedbackwillbegivenassoonaspossibleaftertheobservationandnolaterthantheendofthefollowingworkingday.Itwillbegivenduringdirectedtimeinasuitable,privateenvironment.Writtenfeedbackwillbeprovidedwithinfiveworkingdaysoftheobservationtakingplace.Ifissuesemergedfromanobservationthat

46、werenotpartofthefocusoftheobservationasrecordedintheplanningandreviewstatementtheseshouldalsobecoveredinthewrittenfeedbackandtheappropriateactiontakeninaccordancewiththeregulationsandguidance.Thewrittenrecordoffeedbackalsoincludesthedateonwhichtheobservationtookplace,thelessonobservedandthelengthoft

47、heobservation.Theteacherhastherighttoappendwrittencommentsonthefeedbackdocument.Nowrittennotesinadditiontothewrittenfeedbackwillbekept.Aheadteacherhasadutytoevaluatethestandardsofteachingandlearningandtoensurethatproperstandardsofprofessionalperformanceareestablishedandmaintained.Headshavearighttodropintoinformtheirmonitoringofthequalityoflearning.Dropinswillonlybeundertakenbytheheadteacher.October2007