Performance Evaluation Resources

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First Reference First Reference

For over 20 years, First Reference has helped businesses, non-profits and charities meet legal requirements and best practices for HR, payroll, accessibility, finance, accounting, governance, IT and more.

Human Resources Advisor Special Report | Updated January 2018 Understanding Alberta’s updated employment and labour law By Yosie Saint-Cyr LL.B., Managing Editor, The Human Resources Advisor™

Great Leadership Great Leadership

How to Write a Great Individual Development Plan (IDP) An individual development plan (IDP) is a tool that helps facilitate employee development. It’s a two-way commitment between an employee and their manager on what they are going to do to grow.
 6 Important Elements of an Executive IDP Process February 26, 2013

HR Council for the Nonprofit HR Council for the Nonprofit

Performance Management Resources
Topics Covered include the following
An introduction to performance management
Phase 1: Plan
Phase 2: Monitor
Phase 3: Review
Developing a performance assessment form
Performance management for executive directors
360-degree feedback

Imagine Canada Imagine Canada

Executive Director Performance Reviews in 5 Steps
Reviewing the performance of a nonprofit executive director is a key board responsibility, yet it is often neglected or postponed while the board deals with other issues. There are many reasons why Imagine Canada’s Standards Program includes this performance review as part of its governance criteria.

Keldar Leadership Solutions (St. Albert)                     Keldar Leadership Solutions (St. Albert)

Profiles Performance Indicator™ (PPI)
The Profiles Performance Indicator™ is a DISC-type assessment that reveals aspects of an individual’s personality that could impact their fit with their manager, coworkers, and team as well as their job performance. It is primarily used for motivating and coaching employees, and resolving post-hire conflict and performance issues.

Profiles Managerial Fit™ (PMF)
Profiles Managerial Fit™ (PMF) measures critical aspects of compatibility between a manager and their employees. This report offers an in-depth look at one’s approach to learning and six critical dimensions of compatibility with their manager: self-assurance, conformity, optimism, decisiveness, self-reliance, and objectivity.

Checkpoint 360°® (CP360)
The CheckPoint Management System is a 360-degree assessment. It is used primarily to evaluate the effectiveness of your managers and leaders, and helps them identify and prioritize their own development opportunities.

Workplace Engagement Survey (WES)
Workplace Engagement Survey™ (WES) measures the degree to which your employees connect with their work and feel committed to the organization and its goals. This gives you and your management team a detailed view of what influences engagement across all of your workforce segments and how your employees compare statistically to the overall working population.

Leadership – Leadership –

Performance Appraisal Tool
Good leaders act as mentors to their employees. Employees will appreciate your concern and involvement in their professional growth. Make sure you maintain an "open door policy" as to encourage ongoing communication throughout the year

Mind Tools Mind Tools

Giving Feedback Keeping Team Member Performance High, and Well-Integrated
Performance Management
Reducing Sick Leave Decreasing Absenteeism… and Its Costs
Burnout Self-Test
This tool can help you check yourself for burnout. It helps you look at the way you feel about your job and your experiences at work, so that you can get a feel for whether you are at risk of burnout

Silver Creek Press Silver Creek Press

360 degree Performance Appraisals
In this episode, Paula MacLean, author and human resource consultant to the nonprofit sector discusses the often feared 360 degree performance appraisal. This is a tool that managers cannot afford to overlook. It is also a process that must be properly designed and implemented to avoid pitfalls within an organization.

Executive Director Performance Appraisal .PDF


Transcend Management Transcend Management

Performance reviews – time to get rid of them?
There’s a lot of discussion about eliminating annual performance reviews and some well known companies, such as Accenture, have actually stopped using the process, while other companies such as Cargill, GE and Google have modified the process to make it unrecognizable from that of the past…