SPMS – 2014 – Revised Jan 2015

Report
Strategic
Performance
Management
System
Legal Bases
Establishment of Performance Evaluation System
Sec .33, Chap. 5, Book V of E.O. No. 292
•administered in accordance with rules,
regulations & standards promulgated by the
Commission for all officers & employees in the
career service
•administered in such manner as to
continually foster the improvement of
individual employee efficiency and
organizational effectiveness.
CSC MC No. 6, s. 2012
and CSC Resolution No. 1200481
Legal Bases
Administrative Order No. 25
dated December 21, 2011
“establish a unified and integrated
Results-Based Performance
Management System (RBPMS) across
all departments and agencies within
the Executive Branch of Government
incorporating a common set
performance scorecard, and creating
an accurate, accessible, and up-todate government-wide, sectoral and
organizational performance information
system.”
Joint Resolution No. 4 of the
Congress of the Philippines
(Governing Principles of the Modified Compensation and Position
Classification System and Base Pay Schedule of the Government)
E.O. 80 s.2012
Directing the Adoption of a Performance-Based
Incentive System for Government Employees
Source: Department of Budget and Management Facebook Page
E.O. 80 s.2012
Directing the Adoption of a Performance-Based
Incentive System for Government Employees
•
•
•
•
•
2012 – Pilot Implementation Phase
With on-going/continuing Refinement
2013 – Harmonization Phase
2014 – Alignment Phase
2015 – Institutionalization Phase
Source:
http://www.gov.ph
/pbb/faqs/#ba
Issuances on PBB
1. Achieved at least 90% of MFO targets
2. Achieved at least 90% of priority
programs/ projects
3. Satisfy 100% of the 4 good governance
conditions:
– Good Governance Condition 1:
Transparency Seal
– Good Governance Condition 2:
PhilGEPS Posting
– Good Governance Condition 3:
Cash Advance Liquidation
– Good Governance Condition 4:
Citizen’s Charter
Civil Service Commission – Strategic Performance Management System
CSC DBM Joint Circular No. 1 s.2012
• 2 “Outstanding” ratings w/n the year
 2 step increments due to
meritorious performance
• 1 “O” rating & 1 “VS” rating w/n the year
 1 step increment due to
meritorious performance
• 2 “VS” ratings w/n the year
 1 step increment due to M.P.
Civil Service Commission – Strategic Performance Management System
CSC DBM Joint Circular No. 1
s.2012 (Item 9.0)
..\..\..\IN
SPIRATI
ONAL\Sti
ll By
Hillsong
(a very
inspiring
video)_(3
Strategic
Performance
Management
System
Gives emphasis to the
strategic alignment
agency’s
strategic
direction
day to day
operations
of the
units
LINKINGINDIV
Focused on linking
ORG’s
individual
performance vis-à-vis
the agency’s
organization Vision,
Mission & Strategic
Goals
A mechanism to ensure:
employee achieves the objectives set by the
organization
and the organization achieves the objectives it
has set itself in its strategic plan

.
PERF VMG
Goal Aligned To
Agency Mandate
Philippine Development
Plan
Agency Vision, Mission
Strategic Priorities
Performance Goals
Chapter 1: In Pursuit of Inclusive Growth
Chapter 2: Macroeconomic Policy
Chapter 3: Competitive Industry & Services Sector
Chapter 4: Competitive Agriculture
and Fisheries Sector
Chapter 5: Accelerating Infrastructure Dev’t
Chapter 6: Towards a Resilient and Inclusive
Financial Sector
Chapter 7: Good Governance and the Rule of Law
Chapter 8: Social Development
Chapter 9: Peace and Security
Chapter 10:
Conservation, Protection, and Rehabilitation
of the Environment and Natural Resources
st
1
STEP
Form your PMT
Performance Management Team
Follows the
4-stage PMS Cycle
1. Memo
by LCE to
submit
TARGETS
2. Depts
Heads to
meet staff to
discuss
TARGETS
3. Staff to
make IPCRs,
Dept Head to
make OPCRs
4. Dept
Heads to
review then
sign IPCRs
Before the Sem.`
7. PMT calls Planning
6. MPDC to
review OPCRs,
can input
Conference. Approve
MPDC’s changes. Can
input on OPCRs/IPCRs.
Call Dept Heads & agree
on final targets.
5. Submit
OPCRs to
MPDC. Submit
IPCRs to
HRMO
8. Mayor
signs.
1. Memo
by LCE to
submit
RATING
2. Staff to
make IPCRs,
Dept Head to
make OPCRs
3. Depts Heads
to meet staff
one-on-one to
discuss
RATING
6. MPDC to
review OPCRs,
can input
4. Dept
Heads to
review then
sign IPCRs
7. PMT calls REVIEW
Conference. Approve
MPDC’s changes. Can input
on OPCRs/IPCRs. Call Dept
Heads, they will appeal
their OPCR Ratings here.
5. Submit
OPCRs to
MPDC. Submit
IPCRs to
HRMO
8. Mayor
signs.
Starting with what it is not
Coaching might be used to help
someone improve performance but this
type of conversation is NOT coaching
Starting with what it is not
Telling the person what he/she should do
Imparting knowledge and skills
Starting with what it is not
Helping people overcome problem/s
Narrower scope; specifically
structured for an experienced
manager to help a younger manager
to benefit from his/her experience
 Sometimes
 Helping
someone
achieve goals
 Its
success
depends on the
coaches believing
in the coachee to
find the best
solutions for
themselves.
about
helping them
understand what
is holding them
back so they can
find a way
forward.
 Helping
find
solutions
 Honest,
genuine & authentic
 Has a positive view of human nature
 Wants others to succeed
 Can create a thinking environment
 Enjoys seeing others develop
 Enjoys learning
 Wants others to be independent
 Generous with appreciation
 Values the opinions & initiative of others
 Motivates others by setting a good example
NAME: ___________________
POSITION: ________________
OFFICE: __________________
Session No.
Date /Time
Content
Note
PREPARED BY:
CERTIFIED CORRECT
NAME & SIGNATURE
NAME & SIGNATURE
COACHEE
HEAD/SUPERIOR
You need
to have
EVIDENCE
that your
SPMS is
FUNCTIONAL
SPMS Implementation
Evidence

Indicators
Communication
Plan
•There was an
orientation.
•There are
communication
materials
Evidence
•Communication
Plan
•Attendance Sheet,
Memo requiring
attendance
•Handbook,
manual, flyers,
brochures to raise
employees’ level of
awareness
SPMS Implementation
Evidence

Indicators
PMT
•PMT meets to set
performance
standards &
review targets &
accomplishments
•PMT has its own
internal rules &
procedures
Evidence
•PMT internal
guidelines
•Minutes of
meetings
SPMS Implementation
Evidence

Indicators
SPMS Forms
•The agency is
using
OPCRs/IPCRs
•The agency has
developed & is
using Coaching
Forms,
Professional Devt
Forms &
Performance
Monitoring Forms
Evidence
•Accomplished
forms
SPMS Implementation
Evidence

Indicators
SPMS Cycle •The supervisors & employees
agreed & discussed targets &
standards prior to start of the
rating period
•Monitoring & coaching
sessions are conducted
•PDPs are drawn for
employees
•OPCRs/IPCRs are rated
•Ratings used as inputs & devt
planning & for rewards &
recognition
Evidence
•OPCR/IPCR targets
submitted
•Coaching &
Monitoring reports
submitted
•PDPs on file
OPCRs/IPCRs with
ratings & comments
•HRD Plan
•PRAISE
implementation
SPMS
How to
Use the
OPCR /
IPCR Forms
Strengthens the
CULTURE OF PERFORMANCE
 “…tasks shall always be
supported by reports,
documents or any outputs
as proofs of actual
performance.”
CSC MC 6 s.2012
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)
I, ____(name)_____, ____(position) ____ at the ___(department)___ of the Municipality of _________________ , commit to deliver and
agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period Jan.to June 2014.
RATEE
Date: ------------Reviewed by:
Approved by:
Date
Immediate Superior/
Dept. Head
Mayor/Governor
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
Date
Actual Accomplishments /
Expenses
Rating*
Q
E
Remarks
T Ave.
Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
TOTAL
Final Numerical Rating
Final Adjectival Rating
Formula: (total of all average
ratings / no. of entries) x 90%
Formula: (total of all average
Support Functions ratings / no. of entries) x 10%
Comments and Recommendation for Development Purposes:
Core Functions
Discussed:
Date:
Ratee
Assessed by:
Date:
I certify that I discussed
my assessment of the
performance with the employee:
Supervisor
Reviewed:
Date:
Final Rating by:
(all PMT members will sign)
PMT
City Mayor
Date
OFFICE PERFORMANCE COMMITMENT AND REVIEW (OPCR)
I, (name), Head of the ___________Department of the Provincial Government of Bohol, commit to deliver and agree to be rated on the attainment of the following targets in
accordance with the indicated measures for the period January to June 2014.
Prepared by:
Approved by:
Date
Date
___________________
Department Head
HEAD OF AGENCY
RATING
SCALE
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
5 – Outstanding
4 – Very Satisfactory
3 – Satisfactory
2 – Unsatisfactory
1 – Poor
Allotted
Individual/s
Actual
Rating*
Budget for or Divisions Accomplishments
2014
Accountable
/ Expenses
Q E T Ave.
(whole year)
Remarks
Strategic / Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
Final Numerical Rating
TOTAL
Final Adjectival Rating
Formula: (total of all average ratings / no. of entries) x 90%
Formula: (total of all average ratings / no. of entries) x 10%
MFOs - Strategic/Core Functions
MFOs - Support Functions
Comments and Recommendation for Development Purposes:
Assessed by
Date
Planning Office
*Legend: Q-Quality
E-Effificiency (Quantity)
Reviewed by:
PMT
T-Timeliness
A-Average
Date
Final Rating by:
Head of Agency
Date
2. Strengthens
ACCOUNTABILITY





Performance Contract
IPCR & OPCR: At the top,
you declare “I commit!” & you sign
Witnessed by Superior & Agency Head
OPCR: Column on Budget
(you know how much the taxpayers
are paying your unit & how much funds
you have to do your work)
OPCR: Column on Individuals Accountable
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)
I, ____(name)_____, ____(position) ____ at the ___(department)___ of the Municipality of _________________ , commit to deliver and
agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period Jan.to June 2014.
RATEE
Date: ------------Reviewed by:
Approved by:
Date
Immediate Superior/
Dept. Head
Mayor/Governor
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
Date
Actual Accomplishments /
Expenses
Rating*
Q
E
Remarks
T Ave.
Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
TOTAL
Final Numerical Rating
Final Adjectival Rating
Formula: (total of all average
ratings / no. of entries) x 90%
Formula: (total of all average
Support Functions ratings / no. of entries) x 10%
Comments and Recommendation for Development Purposes:
Core Functions
Discussed:
Date:
Ratee
Assessed by:
Date:
I certify that I discussed
my assessment of the
performance with the employee:
Supervisor
Reviewed:
Date:
Final Rating by:
(all PMT members will sign)
PMT
City Mayor
Date
Filling
Out
the
Forms
Una
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)
I, ____(name)_____, ____(position) ____ at the ___(department)___ of the Municipality of _________________ , commit to deliver and
agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period Jan.to June 2014.
RATEE
Date: ------------Reviewed by:
Approved by:
Date
Immediate Superior/
Dept. Head
Mayor/Governor
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
Date
Actual Accomplishments /
Expenses
Rating*
Q
E
Remarks
T Ave.
Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
TOTAL
Final Numerical Rating
Final Adjectival Rating
Formula: (total of all average
ratings / no. of entries) x 90%
Formula: (total of all average
Support Functions ratings / no. of entries) x 10%
Comments and Recommendation for Development Purposes:
Core Functions
Discussed:
Date:
Ratee
Assessed by:
Date:
I certify that I discussed
my assessment of the
performance with the employee:
Supervisor
Reviewed:
Date:
Final Rating by:
(all PMT members will sign)
PMT
City Mayor
Date
Ikaduha
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)
I, ____(name)_____, ____(position) ____ at the ___(department)___ of the Municipality of _________________ , commit to deliver and
agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period Jan.to June 2014.
RATEE
Date: ------------Reviewed by:
Approved by:
Date
Immediate Superior/
Dept. Head
Mayor/Governor
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
Date
Actual Accomplishments /
Expenses
Rating*
Q
E
Remarks
T Ave.
Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
TOTAL
Final Numerical Rating
Final Adjectival Rating
Formula: (total of all average
ratings / no. of entries) x 90%
Formula: (total of all average
Support Functions ratings / no. of entries) x 10%
Comments and Recommendation for Development Purposes:
Core Functions
Discussed:
Date:
Ratee
Assessed by:
Date:
I certify that I discussed
my assessment of the
performance with the employee:
Supervisor
Reviewed:
Date:
Final Rating by:
(all PMT members will sign)
PMT
City Mayor
Date
Major Final Outputs (MFOs)
MFO refers to the goods &
services that your agency/unit is
mandated to deliver to external
clients thru the implementation of
programs, activities & projects
(PAPs).
2 parts
Core
Functions
Support
Functions
MFOs: CORE FUNCTIONS
Sources:
•
Phil. Devt. Plan
•
Local Govt. Code
•
Local Devt. Plan
•
Executive-Legislative Agenda (ELA)
•
Annual Investment Plan (AIP)
•
Road Map / Strategic Plan / Scorecard
•
old PERFs
•
Job Description
MFOs: SUPPORT FUNCTIONS
Participation in Learning & Dev't activities (training, etc)
Participation in flag ceremony
Attendance in monthly staff meeting/Top Mgt Committee
Participation in Health & Wellness activities
Participation in LGU official activities
Participation/Membership in Committees
Liquidation of Cash Advance w/n the prescribed period
Ikatulo
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)
I, ____(name)_____, ____(position) ____ at the ___(department)___ of the Municipality of _________________ , commit to deliver and
agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period Jan.to June 2014.
RATEE
Date: ------------Reviewed by:
Approved by:
Date
Immediate Superior/
Dept. Head
Mayor/Governor
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
Date
Actual Accomplishments /
Expenses
Rating*
Q
E
Remarks
T Ave.
Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
TOTAL
Final Numerical Rating
Final Adjectival Rating
Formula: (total of all average
ratings / no. of entries) x 90%
Formula: (total of all average
Support Functions ratings / no. of entries) x 10%
Comments and Recommendation for Development Purposes:
Core Functions
Discussed:
Date:
Ratee
Assessed by:
Date:
I certify that I discussed
my assessment of the
performance with the employee:
Supervisor
Reviewed:
Date:
Final Rating by:
(all PMT members will sign)
PMT
City Mayor
Date
Performance Standards
How to make
SUCCESS INDICATORS
TARGETS
MEASURES
Q
E
Quality
Efficiency
T
Timeliness
Civil Service Commission – Strategic Performance Management System
PERFORMANCE MEASURES
Q
E
T
Quality
Efficiency
Timeliness
•Accuracy/ No Error
•Compliance with rules
•Approval of
Superior/Acceptability
•Complete attachments
•Meet standards/
Comprehensiveness/
Completeness
•Client Satisfaction
QUANTITY:
•Number
•Percentage
•Action Time
•Deadline /
Schedule –
specify
day/date
•Working Day or
Calendar Day?
•Citizen’s
Charter
Pila ka measures
akong ibutang?
Ang 3 (QET) gyud?
CORE FUNCTIONS:
At least 2 measures (E&T),
better if 3 measures (QET)
SUPPORT FUNCTIONS:
At least 1 measure (E),
better if 2 or 3 measures
How to make SUCCESS INDICATORS
TARGETS
MEASURES
• Submit monthly
• 6 monthly reports accurately
accomplishments report prepared & submitted on the 5th WD
of the ff.month
• Assist walk-in clients • 100% of client requests acted 15
mins. from their arrival; with
satisfactory rating in semestral
customer satisfaction survey
• 100% of requested Tax Declarations
• Assess real estate
issued 30 mins. from request
• 2 Quarterly TB Monitoring Reports
• Monitor TB patients
submitted on the 15th CD after end
of quarter
• 100% of needed vouchers
• Make vouchers
accurately made 15 mins. from
receipt of complete requirements
•
•
•
•
•
•
Citizen’s Charter
Accomplishment Reports
(historical data)
RA 6713 / ARTA of 2007
Benchmarking Reports
Stakeholders’ Feedback
Other documents
Ika-upat
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)
t
I, ____(name)_____, ____(position) ____ at the ___(department)___ of the Municipality of _________________ , commit to deliver and
agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period Jan.to June 2014.
RATEE
Date: ------------Reviewed by:
Approved by:
Date
Immediate Superior/
Dept. Head
Mayor/Governor
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
Date
Actual Accomplishments /
Expenses
Rating*
Remarks
During submission of TARGETS
Q
E
T Ave.
Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
After rating…
TOTAL
Final Numerical Rating
Final Adjectival Rating
Formula: (total of all average
ratings / no. of entries) x 90%
Formula: (total of all average
Support Functions ratings / no. of entries) x 10%
Comments and Recommendation for Development Purposes:
Core Functions
Discussed:
Date:
Ratee
Assessed by:
Date:
I certify that I discussed
my assessment of the
performance with the employee:
Supervisor
Reviewed:
Date:
Final Rating by:
(all PMT members will sign)
PMT
Mayor
Date
Ikalima
OFFICE PERFORMANCE COMMITMENT AND REVIEW (OPCR)
I, (name), Head of the ___________Department of the Provincial Government of Bohol, commit to deliver and agree to be rated on the attainment of the following targets in
accordance with the indicated measures for the period January to June 2014.
Prepared by:
Approved by:
Date
Date
___________________
Department Head
HEAD OF AGENCY
RATING
SCALE
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
5 – Outstanding
4 – Very Satisfactory
3 – Satisfactory
2 – Unsatisfactory
1 – Poor
Allotted
Individual/s
Actual
Rating*
Budget for or Divisions Accomplishments
2014
Accountable
/ Expenses
Q E T Ave.
(whole year)
Remarks
Strategic / Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
Final Numerical Rating
TOTAL
Final Adjectival Rating
Formula: (total of all average ratings / no. of entries) x 90%
Formula: (total of all average ratings / no. of entries) x 10%
MFOs - Strategic/Core Functions
MFOs - Support Functions
Comments and Recommendation for Development Purposes:
Assessed by
Date
Planning Office
*Legend: Q-Quality
E-Effificiency (Quantity)
Reviewed by:
PMT
T-Timeliness
A-Average
Date
Final Rating by:
Head of Agency
Date
Ika-unom
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)
I, ____(name)_____, ____(position) ____ at the ___(department)___ of the Municipality of _________________ , commit to deliver and
agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period Jan.to June 2014.
RATEE
Date: ------------Reviewed by:
Approved by:
Date
Immediate Superior/
Dept. Head
Mayor/Governor
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
Date
Actual Accomplishments /
Expenses
Rating*
Q
E
Remarks
T Ave.
Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
TOTAL
Final Numerical Rating
Final Adjectival Rating
Formula: (total of all average
ratings / no. of entries) x 90%
Formula: (total of all average
Support Functions ratings / no. of entries) x 10%
Comments and Recommendation for Development Purposes:
Core Functions
Discussed:
Date:
Ratee
Assessed by:
Date:
I certify that I discussed
my assessment of the
performance with the employee:
Supervisor
Reviewed:
Date:
Final Rating by:
(all PMT members will sign)
PMT
Mayor
Date
2 ways
• Copy the SUCCESS INDICATOR, then change
the data to reflect your ACTUAL accomplishment
SUCCESS INDICATOR
ACTUAL ACCOMPLISHMENT
Accurately prepare reply to 100% of
received letters 15 mins. from
instruction
Accurately prepare reply to 90% of
received letters 30 mins. from
instruction
• Write each measure found in the SI in phrases
and separated by a comma
SUCCESS INDICATOR
ACTUAL ACCOMPLISHMENT
Accurately prepare reply to 100% of
received letters 15 mins. from
instruction
Accurate, 90%, 30 mins.
Ikapito
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)
I, ____(name)_____, ____(position) ____ at the ___(department)___ of the Municipality of _________________ , commit to deliver and
agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period Jan.to June 2014.
RATEE
Date: ------------Reviewed by:
Approved by:
Date
Immediate Superior/
Dept. Head
Mayor/Governor
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
Date
Actual Accomplishments /
Expenses
Rating*
Q
E
Remarks
T Ave.
Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
TOTAL
Final Numerical Rating
Final Adjectival Rating
Formula: (total of all average
ratings / no. of entries) x 90%
Formula: (total of all average
Support Functions ratings / no. of entries) x 10%
Comments and Recommendation for Development Purposes:
Core Functions
Discussed:
Date:
Ratee
Assessed by:
Date:
I certify that I discussed
my assessment of the
performance with the employee:
Supervisor
Reviewed:
Date:
Final Rating by:
(all PMT members will sign)
PMT
Mayor
Date
HOW TO RATE ?
When you rate each of your
accomplishment, should you put
a rating in all dimensions?
Q
E
T
Depende sa
akong SUCCESS
INDICATOR
Practice ta!
QE T
SUCCESS INDICATOR
ACTUAL ACCOMPLISHMENT
Accurately prepare reply to
100% of received letters 15
mins. from instruction
Accurately prepare reply to
100% of received letters 15
mins. from instruction
Yes
Yes
Yes
Prepare reply to 100% of
received letters 15 mins. from
instruction
Prepare reply to 100% of
received letters 15 mins. from
instruction
X
Yes
Yes
Accurately prepare reply to
letters 15 mins. from instruction
Accurately prepare reply to
letters 15 mins. from instruction
Yes
X
Yes
Accurately prepare reply to
100% of received letters
Accurately prepare reply to
100% of received letters
Yes
Yes
X
Let’s Rate!
SUCCESS
INDICATOR
Quality,
Efficiency,
Time
Efficiency &
Time
Efficiency only
Quality & Time
Q
E
T
Double Standard
RATING SCALE
•
•
•
•
•
5 = 130% or above
4 = 115% - 129%
3 = 100% - 114%
2 = 51% - 99%
1 = 50% or lower
You Can
Develop your
RATING SCALE
GENERAL PRINCIPLE
Rating
Description
Numerical
Adjectival
5
Outstanding
• Extraordinary level of achievement
• Exceptional job mastery in all major areas of
responsibility have demonstrated
• Marked excellence of achievement and
contributions to the organization
4
Very
Satisfactory
• Exceeded expectations
• All goals, objectives and targets were achieved
above standards
3
Satisfactory
• Met expectations
• Most critical annual goals are met
2
Unsatisfactory
• Failed to meet expectations
• One or more of the most critical goals were not met
1
Poor
• Consistently below expectations
• Reasonable progress toward critical goals was
not made
Let’s
have
examples!
“100% Attendance in flag
raising ceremony & flag retreat”
Q
• 100%
• 95%
• 90%
• 85%
• 80% & less
E
=
=
=
=
=
T
5
4
3
2
1
“100% of requested letters
accurately prepared 15 mins.
from instruction”
E
Q
•
•
•
•
•
No error
=5
1 minor error
=4
2 or more minor errors = 3
1 major revision
=2
2 or more major revisions= 1
•
•
•
•
•
100%
=
95%
=
90%
=
85%
=
80% & less=
T
5
4
3
2
1
•
•
•
•
•
w/n 5 mins. = 5
w/n 10 mins. = 4
w/n 15 mins. = 3
16 mins.-1 hr. = 2
More than 1 hr.= 1
T Timeliness
• Superiors can have a different
action time from that of their
subordinates, to give them time
allowance to review the output of
their staff & further improve it
Superior
Submit draft within 1
hour from request
Staff
Submit draft within
15 mins. from request
Another example:
“Replies to queries sent
out within 15 WDs from
receipt”
• TIMELINESS
Replies sent within an average of 10 WDs
=
Replies sent within an average of 11-14 WDs
=
Replies sent within an average of 15 WDs
=
Replies sent delayed by an average of 1 to 7.5 WDs =
Replies sent delayed by an average of 8 or more WDs =
5
4
3
2
1
Practice ta!
QET
SUCCESS INDICATOR
ACTUAL
ACCOMPLISHMENT
Accurately prepare reply to
100% of received letters 15
mins. from instruction
Accurately prepare reply to
100% of received letters 15
mins. from instruction
5
5
3
4.3
Prepare reply to 100% of
received letters 15 mins. from
instruction
Prepare reply to 100% of
received letters 15 mins. from
instruction
-
5
3
4
Accurately prepare reply to
letters 15 mins. from
instruction
Accurately prepare reply to
letters 15 mins. from
instruction
5
3
4
Accurately prepare reply to
100% of received letters
Accurately prepare reply to
100% of received letters
5
-
5
5
Ave
Ikawalo
MAGCOMPUTE
TA’G
GRADO!
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)
I, ____(name)_____, ____(position) ____ at the ___(department)___ of the Municipality of _________________ , commit to deliver and
agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period Jan.to June 2014.
RATEE
Date: ------------Reviewed by:
Approved by:
Date
Immediate Superior/
Dept. Head
Mayor/Governor
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
Date
Actual Accomplishments /
Expenses
Rating*
Q
E
Remarks
T Ave.
Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
TOTAL
Final Numerical Rating
Final Adjectival Rating
Formula: (total of all average
ratings / no. of entries) x 90%
Formula: (total of all average
Support Functions ratings / no. of entries) x 10%
Comments and Recommendation for Development Purposes:
Core Functions
Discussed:
Date:
Ratee
Assessed by:
Date:
I certify that I discussed
my assessment of the
performance with the employee:
Supervisor
Reviewed:
Date:
Final Rating by:
(all PMT members will sign)
PMT
Mayor
Date
FORMULA
• Core Functions
(Total of all average / # of entries) x 90%
( 85 / 20 entries) x 0.90 = 3.825
• Support Functions
(Total of all average / # of entries) x 10%
( 13.33 / 5 entries) x 0.10 = 0.267
3.825 + 0.267 = 4.0916
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)
I, ____(name)_____, ____(position) ____ at the ___(department)___ of the Municipality of _________________ , commit to deliver and
agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period Jan.to June 2014.
RATEE
Date: ------------Reviewed by:
Approved by:
Date
Immediate Superior/
Dept. Head
Mayor/Governor
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
Date
Actual Accomplishments /
Expenses
Rating*
Q
E
Remarks
T Ave.
Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
TOTAL
Final Numerical Rating
Final Adjectival Rating
Formula: (total of all average
ratings / no. of entries) x 90%
Formula: (total of all average
Support Functions ratings / no. of entries) x 10%
Comments and Recommendation for Development Purposes:
Core Functions
Discussed:
Date:
Ratee
Assessed by:
Date:
I certify that I discussed
my assessment of the
performance with the employee:
Supervisor
Reviewed:
Date:
Final Rating by:
(all PMT members will sign)
PMT
Mayor
Date
4.01 – 5.00 Outstanding
3.01 – 4.00 Very Satisfactory
2.01 – 3.00 Satisfactory
1.01 – 2.00 Unsatisfactory
1.00 Below Poor
We need to
continually
develop our
people !
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)
I, ____(name)_____, ____(position) ____ at the ___(department)___ of the Municipality of _________________ , commit to deliver and
agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period Jan.to June 2014.
RATEE
Date: ------------Reviewed by:
Approved by:
Date
Immediate Superior/
Dept. Head
Mayor/Governor
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
Date
Actual Accomplishments /
Expenses
Rating*
Q
E
Remarks
T Ave.
Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
Core Functions
Support Functions
TOTAL
Final Numerical Rating
Final Adjectival Rating
Formula: (total of all average
ratings / no. of entries) x 90%
Formula: (total of all average
ratings / no. of entries) x 10%
Comments and Recommendation for Development Purposes:
Discussed:
Date:
Ratee
Assessed by:
Date:
I certify that I discussed
my assessment of the
performance with the employee:
Supervisor
Reviewed:
Date:
Final Rating by:
(all PMT members will sign)
PMT
Mayor
Date
OFFICE PERFORMANCE COMMITMENT AND REVIEW (OPCR)
I, (name), Head of the ___________Department of the Provincial Government of Bohol, commit to deliver and agree to be rated on the attainment of the following targets in
accordance with the indicated measures for the period January to June 2014.
Prepared by:
Approved by:
Date
Date
___________________
Department Head
HEAD OF AGENCY
RATING
SCALE
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
5 – Outstanding
4 – Very Satisfactory
3 – Satisfactory
2 – Unsatisfactory
1 – Poor
Allotted
Individual/s
Actual
Rating*
Budget for or Divisions Accomplishments
2014
Accountable
/ Expenses
Q E T Ave.
(whole year)
Remarks
Strategic / Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
Final Numerical Rating
TOTAL
Final Adjectival Rating
Formula: (total of all average ratings / no. of entries) x 90%
Formula: (total of all average ratings / no. of entries) x 10%
MFOs - Strategic/Core Functions
MFOs - Support Functions
Comments and Recommendation for Development Purposes:
Assessed by
Date
Planning Office
*Legend: Q-Quality
E-Effificiency (Quantity)
Reviewed by:
PMT
T-Timeliness
A-Average
Date
Final Rating by:
Head of Agency
Date
Unsay
purpose sa
“REMARKS”
column ?
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)
I, ____(name)_____, ____(position) ____ at the ___(department)___ of the Municipality of _________________ , commit to deliver and
agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period Jan.to June 2014.
RATEE
Date: ------------Reviewed by:
Approved by:
Date
Immediate Superior/
Dept. Head
Mayor/Governor
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
Date
Actual Accomplishments /
Expenses
Rating*
Q
E
Remarks
T Ave.
Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
Core Functions
Support Functions
TOTAL
Final Numerical Rating
Final Adjectival Rating
Formula: (total of all average
ratings / no. of entries) x 90%
Formula: (total of all average
ratings / no. of entries) x 10%
Comments and Recommendation for Development Purposes:
Discussed:
Date:
Ratee
Assessed by:
Date:
I certify that I discussed
my assessment of the
performance with the employee:
Supervisor
Reviewed:
Date:
Final Rating by:
(all PMT members will sign)
PMT
Mayor
Date
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)
I, ____(name)_____, ____(position) ____ at the ___(department)___ of the Municipality of _________________ , commit to deliver and
agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period Jan.to June 2014.
RATEE
Date: ------------Reviewed by:
Approved by:
Date
Immediate Superior/
Dept. Head
Mayor/Governor
SUCCESS INDICATORS
(TARGETS + MEASURES)
MFO/PAP
Date
Actual Accomplishments /
Expenses
Rating*
Q
E
Remarks
T Ave.
Core Functions
MFO 1
MFO 2
Support Functions
MFO 1
MFO 2
SUMMARY OF RATING
TOTAL
Final Numerical Rating
Final Adjectival Rating
Formula: (total of all average
ratings / no. of entries) x 90%
Formula: (total of all average
Support Functions ratings / no. of entries) x 10%
Comments and Recommendation for Development Purposes:
Core Functions
Discussed:
Date:
Ratee
Assessed by:
Date:
I certify that I discussed
my assessment of the
performance with the employee:
Supervisor
Reviewed:
Date:
Final Rating by:
(all PMT members will sign)
PMT
Mayor
Date
•Shall be done Semi-Annually / by SEMESTER
•Minimum appraisal period : 3 months
•Maximum appraisal period: 1 calendar year
Civil Service Commission – Strategic Performance Management System
Uses of Performance Ratings
Performance-Based
Security of Tenure
Grant of Rewards
and Incentives
Basis for Personnel
Actions
Civil Service Commission – Strategic Performance Management System
“All agencies shall have a CSC-approved SPMS by
January 2014. Accordingly, by January 2015, all performance
based HR movements and/or developments such as
promotion, scholarship, training, reward and incentives shall
only be based on a CSC-approved SPMS under these
guidelines.”
“Non-submission of agency SPMS to the CSC for
review/approval shall be a ground for disapproval of
promotional appointments issued by concerned agency
heads.”
-CSC MC 6 s.2012
Non-Submission of :
1) The Office Performance Commitment and Rating Form to the PMT
2) Individual Employee’s Performance Commitment and Rating Form to
the HRM Office
within the specified dates will be ground for:
a. Employee’s disqualification for performance-based personnel actions
b. Administrative sanction for violation of reasonable office rules and
regulations and simple neglect of duty for supervisors or employees
responsible for delay or non-submission of the office and individual
performance commitment and rating report
Civil Service Commission – Strategic Performance Management System
a. An Office/Unit or individual employee can file an appeal with the PMT
within ten (10) days from the date of receipt of their performance
evaluation rating
b. The PMT shall decide on the appeals within one (1) month from receipt.
c. Officials or employees who are separated from the service on the basis
of Unsatisfactory or Poor performance rating can appeal their separation
to the CSC or its Regional Office within fifteen (15) days from receipt of
the order or notice of separation.
Civil Service Commission – Strategic Performance Management System
Civil Service Commission – Strategic Performance Management System
Found written on the wall in Mother Teresa's
home for children in Calcutta:
People are often unreasonable, irrational, and
self-centered. Forgive them anyway.
If you are kind, people may accuse you of
selfish, ulterior motives. Be kind anyway.
If you are successful, you will win some
unfaithful friends and some genuine enemies.
Succeed anyway.
If you are honest and sincere people may
deceive you. Be honest and sincere anyway.
What you spend years creating, others
could destroy overnight. Create anyway.
If you find serenity and happiness, some
may be jealous. Be happy anyway.
The good you do today, will often be
forgotten. Do good anyway.
Give the best you have, and it will never be
enough. Give your best anyway.
In the final analysis, it is between you and
God. It was never between you and them
anyway.
(taken from the net)
“Be faithful in small things because
it is in them that your strength lies.”
-Mother Teresa
THANK
YOU
gac\Strat Thinking\videos for strat thinking\Maybe, the most inspirational video ever.avi

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