Human Resource Management

Key:  E=expected behavior, T=targeted behavior, B=behavior beyond target

Behavioral:  Manager Assessment Worksheet

Conceptual Thinking
Ability to identify patterns or connections between situations that are not obviously related, and to identify key or underlying issues in complex situations.  It includes using creative, conceptual or inductive reasoning.
E=Uses basic skills and knowledge of past experiences to identify problems.    
E=Sees patterns between current situation and past situation; points out patterns, trends or missing information to others.    
E=Applies and modifies complex learned concepts or methods to new situations.    
T=Clarifies complex data or situations into a clear presentation; integrates many small pieces of information to make sense of them.

Constituent/Stakeholder Focus
Focus on discovering and meeting constituent/stakeholder needs.
E=Follows up on constituent/stakeholder inquiries, requests, and complaints.  
E=Maintains clear communication with constituents/stakeholders.  
E=Makes personal responsibility for correcting constituent/stakeholder service problems within area of responsibility.
E=Makes self available to constituents/stakeholders particularly during critical time periods.
E=Makes concrete attempt to make things better for the constituent or stakeholder.  
T=Addresses underlying constituent/stakeholder needs, seeks information and matches needs to services.
B=Identifies solutions that have long-term benefits for the constituent or stakeholder.

Impact and Influence
The intention to persuade, convince or influence in order to have a specific impact. Includes the ability to anticipate and respond to the needs and concerns of others.  
E=Uses single, direct action of persuasion in a discussion or presentation using data or concrete examples to influence others.
E=Uses several tactics including two or more different arguments or points to persuade.  
E=Demonstrates sensitivity in detecting underlying concerns, interests of others and uses to develop effective responses; looks for "win-win" opportunities with others.  
T=Calculates impact of own actions/words and adapts to influence a specific audience.  
B=Develops and maintains a planned network of relationships in order to influence; assembles support with colleagues in private for ideas; gathers information and solves problems before making decisions public. 

Initiative/Proactivity
Take independent action or proactively create opportunities to resolve or prevent problems in keeping with role.
E=Shows persistence in overcoming obstacles when things do not go smoothly.     
E=Addresses present problems rather than ignoring them.       
E=Acts proactively in the short term (one to three months ahead).  
E=Acts proactively with an eye on the current semester/year (four to twelve months ahead).     
T=Anticipates and acts with future in mind (one to two years ahead).

Leadership
Taking a role as leader of a team or other group. Leadership is often, but not always, shown from a position of formal authority.
E=Manages meetings, sets agendas and objectives, controls time, gives assignments.
E=Keeps those affected by decisions informed and provides reasons for decisions.
E=Uses formal authority and power in a fair manner; treats everyone fairly.
E=Promotes team effectiveness - enhances team morale and productivity; publicly credits others.
E=Preserves the team and its reputation in the organization.
T=Positions self as leader - models desired behavior; secures team members' "buy-in" regarding team mission, goals, and policies.
B=Communicates a compelling vision.

Problem Solving/Judgment
Analyze problems systematically, organize information, identify key factors, identify underlying causes and generate solutions.
E=Breaks a problem down into simple lists of tasks or activities.
E=Sees basic relationships including cause and effect relationships, priorities, important facts; conducts analysis to identify productive solutions.
E=Sees multiple relationships and causal links, analyzes several parts of a problem, anticipates obstacles, acquires new knowledge to analyze and resolve problems.
T=Makes complex plans and analysis of complex problems, uses to understand "big picture."  

Teamwork and Cooperation
Working cooperatively with others, being part of a team, working together, as opposed to working separately or competitively.
E=Cooperates by participating with others in doing own share of work.  
E=Keeps others informed of relevant or useful information.  
E=Expresses positive expectations of team members.  
E=Encourages group members to contribute.  
E=Values and solicits ideas and opinions from others.  
E=Assists others in the accomplishment of team goals.
E=Acts to promote positive climate, good morale, and cooperation within the team.
T=Brings team conflict out into the open and encourages or facilitates a beneficial resolution. 

Technical:
Performance Planning, Feedback, and Evaluation
Enabling and developing direct reports through effective use of the Performance Management and Employee Development processes. Demonstrates competency in such activities as goal setting, training and development, career planning, performance coaching and performance evaluation.
E=Novice: Limited understanding; is given clear and specific instructions to get job done.
E=Working Knowledge: Understands enough to independently handle most tasks in this area most of the time but is supplied with direction for work objectives.
E=Experienced Knowledge: Technically experienced and fully competent; can exercise independent judgment regarding all technical issues; understands how area of knowledge relates to broader issues.
T=Expert Knowledge: Specialist knowledge of the area; is relied on for guidance.
B=Teaching Knowledge: Understands which aspects of this knowledge area need to be transferred to others in order to achieve organizational goals; plays a role in transferring skills and knowledge to others.

Project Management
The ability to plan and organize resources to deliver required objectives in a defined situation.
E=Novice: Limited understanding; is given clear and specific instructions to get job done.
E=Working Knowledge: Understands enough to independently handle most tasks in this area most of the time but is supplied with direction for work objectives.
E=Experienced Knowledge: Technically experienced and fully competent; can exercise independent judgment regarding all technical issues; understands how area of knowledge relates to broader issues.
T=Expert Knowledge: Specialist knowledge of the area; is relied on for guidance.
B=Teaching Knowledge: Understands which aspects of this knowledge area need to be transferred to others in order to achieve organizational goals; plays a role in transferring skills and knowledge to others.