CONTACTS 

SUBJECTS
Default Null Subject Account for Blank Record

0403 -
0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 5 0000
040502 -
040503 - Developed ideas for Millie to consider in preparing the annual
040504 - evaluation form at N&P.  This develops a positive approach to the time
040505 - off Millie had for medical leave last year, by presenting research on
040506 - technology trends, which is one of the requirements of the evaluation
040507 - form. ref SDS 0 2U4T  Since Millie was off work most of last year,
040508 - there are minimal projects to cite for examples.  Therefore, the
040509 - narrative sections that ask for examples can be used constructively to
040510 - present opportunities for improvement, based on expanded use of
040511 - technology.  This opportunity is set up in the first section, and then
040512 - cited throughout.  Millie reviewed the form, and described a project
040513 - she did with a colleague when she returned to work, and this is applied
040514 - to illustrate collaboration, and the advantage of adding alignment to
040515 - improve the quality of the work, and the speed of finding information,
040516 - which together improve productivity discussed in section 2.5.
040517 - ref SDS 0 ME8X
040518 -
040519 -
040520 -
040521 -
040522 -
040523 -
040524 -
040526 -  ..
0406 -
0407 -
0408 - Progress
0409 -
040901 - Yesterday, Millie brought home an evaluation form on her work at N&P.
040902 - She wants to prepare narrative response for several self-evaluation
040903 - fields in the form.
040905 -  ..
040906 - Comments on prior work evaluation provide clues for the current
040907 - form...
040908 -
040909 -        1.  Gordon's issues................ 990918, ref SDS 5 9488
040910 -
040911 -        2.  Performance review cites
040912 -            virtual office goal............ 990413, ref SDS 4 0001
040914 -             ..
040915 -        3.  Millie prepares form............970529, ref SDS 3 XE9T
040917 -             ..
040918 -        4.  Richard's review............... 960217, ref SDS 2 JX9I
040920 -             ..
040921 -        5.  Mark's review.................. 950525, ref SDS 1 FW4J
040922 -
040924 -  ..
040925 - Looks like the record on 970529 is very similar to the current task.
040927 -  ..
040928 - This task is harder to perform, because the original file is not
040929 - available on line that provide context for constructing relevant
040930 - narrative.  As a result, we have enter some stuff manually....
040932 -  ..
040933 - Narrative's to construct are for...
040934 -
040935 -        050202
040936 -        Non-exempt Self Evaluation 2005
040937 -
040938 -
040939 -    1.  Job Knowledge/Technical Skills
040940 -
040941 -        1.  Demonstrates thorough knowledge of computer system, its
040942 -            function and applies this knowledge to perform tasks.
040944 -             ..
040945 -        2.  Makes conscientious effort to stay current on changes in
040946 -            technology and [apply to perform daily work]
040948 -             ..
040949 -        3.  Understands instructions and requires minimal supervision
040950 -            on more complex tasks.
040952 -             ..
040953 -        4.  Understands and meets supervisors expectations and
040954 -            priorities.
040956 -             ..
040957 -        5.  Please comment on specific instances or examples relevant
040958 -            to one or more of the items under the Knowledge/Technical
040959 -            Skills category:
040961 -  ..
040962 - Millie initially wrote...
040963 -
040964 -            I take advantage of computer classes and have taken several
040965 -            required tests.  I am able to follow instructions with
040966 -            minimum supervision and perform tasks as directed by
040967 -            attorneys.
040969 -  ..
040970 - Called Mil and asked her to name 2 or 3 projects she has done since
040971 - returning to work this past October.
040973 -  ..
040974 - In the meantime here is an approach...
040975 -
040976 -            N&P training together with support from office colleagues
040977 -            maintain a high level of productivity within the limits of
040978 -            approved technology.  While recuperating from health issues
040979 -            this past year, I researched industry trends, and found
040980 -            that large scale procurement limits use of computers on the
040981 -            job primarily to wordprocessing, spreadsheets, email,
040982 -            Powerpoint... Authorities note that command and control
040983 -            management requires uniformity that restrains innovation
040984 -            and creativity by employees to use computers productively.
040985 -            Bill Gates announced on November 8, 2002 that Microsoft is
040986 -            working to make computers more productive by integrating
040987 -            commands to find information when needed. ref SDS 6 EF5I
040988 -            This requires a common storage strategy (CSS) for
040989 -            organizational memory.  The need to find critical details
040990 -            in time to be effective occurs often in law practice, and I
040991 -            am pleased to have been part of the solution.  Last year
040992 -            when Mr.  Poole could no longer come into the office, I was
040993 -            approached by a group of attorneys to find work product,
040994 -            which Mr.  Poole had prepared on a prior transaction, and
040995 -            which was needed as a template to prepare a proposal by the
040996 -            New York office for new business. They were reluctant to
040997 -            burden Mr.  Poole at home, but asked me because nobody else
040998 -            could find the information.  Fortunately, I found it in
040999 -            time to meet New York's deadline.  Since returning from
041000 -            sick leave in October, I have been pleased to see the firm
041001 -            begin to implement recommendations on adopting a virtual
041002 -            office metaphor.  This saves money by reducing time
041003 -            shuffling paper at the copy machine, the fax machine,
041004 -            mailing, and hunting through endless piles of paper to find
041005 -            critical details.  We have barely scratched the surface on
041006 -            this emerging opportunity to use technology productively.
041007 -            I look forward to further progress this next year.
041008 -
041010 -         ..
041011 -    2.  Productivity
041012 -
041013 -        1.  Demonstrates good follow through skills
041014 -
041015 -        2.  Works effectively under pressure of deadlines or heavy
041016 -            workload.
041018 -             ..
041019 -        3.  Keeps current with administrative tasks, (such as filing,
041020 -            data entry, timesheets, bills, expense reimbursement).
041022 -             ..
041023 -        4.  Manges workload and makes appropriate judgement in
041024 -            utilizing firm resources and services appropriately
041026 -             ..
041027 -        5.  Maintains a consistently acceptable rate of production
041028 -            without sacrificing quality.
041030 -             ..
041031 -        6.  Please comment on specific instances or examples to one or
041032 -            more of the items under the productivity category.
041034 -  ..
041035 - Millie initially wrote...
041036 -
041037 -            I am able to produce work with minimum errors.  When I was
041038 -            working with Ron Nelson I marked are filing for the
041039 -            appropriate files on a daily basis.  All expenses for
041040 -            reimbursement or changes were done as given.
041042 -  ..
041043 - An alternate approach might be...
041044 -
041045 -            Productivity in the office is closely tied to expanded use
041046 -            of technology, and the opportunity to innovate deployment
041047 -            to perform complex tasks. (see section 1.5, ref SDS 0 O45N)
041048 -            Good personal work habits specified under this section are
041049 -            a predicate to making technology useful.  I enjoy working
041050 -            hard to meet all of these criteria, where work product and
041051 -            the work area are organized and maintained so that everyone
041052 -            can be productive in an atmosphere of collegial support.
041054 -         ..
041055 -    3.  Quality of Work
041056 -
041057 -        1.  Work is well organized; written communications are
041058 -            organized, accurate and grammatically correct (i.e.,
041059 -            proofreading)
041060 -
041061 -        2.  Understands and complies with office policies and
041062 -            procedures.
041064 -             ..
041065 -        3.  Produces quality work that meets internal and external
041066 -            client expectations.
041068 -             ..
041069 -        4.  Maintains thorough accurate and updated records.
041071 -             ..
041072 -        5.  Please comment on specific instances or examples to one or
041073 -            more of the items under the Quality of Work category.
041075 -  ..
041076 - Millie initially wrote...
041077 -
041078 -            I pride myself on maintaining accurate files and keeping
041079 -            everything up to date.  I follow office policies and
041080 -            procedures.
041082 -  ..
041083 - This is a good response.  Consideration might be given to adding....
041084 -
041085 -            Quality relates to accuracy and productivity, discussed in
041086 -            the preceding section, ref SDS 0 JX7Q, under the common
041087 -            rule: "Haste makes waste."  Information overload drives
041088 -            mistakes when two or more attorneys ask one person to
041089 -            complete exclusive tasks at the same time, rather than
041090 -            agree on priority.  N&P's efforts to modernize our
041091 -            technology offers a path toward Knowledge Management for
041092 -            working faster and more accurately, by adding links with
041093 -            precision access to instantly and routinely discover and
041094 -            maintain alignment.  As technology increases command and
041095 -            control of the record with greater use of electronic
041096 -            management and less reliance on paper perhaps this year or
041097 -            next under Microsoft's planning for the "paperless office"
041098 -            (see section 1.5, ref SDS 0 O45N), productively will rise
041099 -            dramatically by working quickly and accurately.
041101 -         ..
041102 -    4.  Client Services and Communication
041103 -
041104 -        1.  Provides cooperative, responsive and courteous services to
041105 -            internal and external clients.
041106 -
041107 -        2.  Inspires confidence in superiors, co workers and clients.
041109 -             ..
041110 -        3.  Willingly cooperates and assists with workload of other
041111 -            members of the practice group or administrative department
041112 -            teams.
041114 -             ..
041115 -        4.  Communicates problems or anticipated problems to
041116 -            appropriate personnel in a clear and timely manner.
041118 -             ..
041119 -        5.  Has the ability to use appropriate data and information to
041120 -            solve problems.
041122 -             ..
041123 -        6.  Presents information and expresses ideas in a clear,
041124 -            concise, and well organized manner.
041126 -             ..
041127 -        7.  Responds positively and quickly to special requirements or
041128 -            circumstances.
041130 -             ..
041131 -        8.  Willingly contributes to overtime efforts.
041133 -             ..
041134 -        9.  Please comment on specific instances or examples to one or
041135 -            more of the items under the Client Services and
041136 -            Communication category.
041138 -  ..
041139 - Millie initially wrote...
041140 -
041141 -            When my workload is slow, I seek additional work
041142 -            aggressively.  I believe my superiors have confidence in my
041143 -            abilities to perform tasks to their expectations.
041145 -  ..
041146 - An alternate approach might be...
041147 -
041148 -            My practice is to invest the time required to complete
041149 -            tasks correctly and on time to maintain productivity,
041150 -            discussed under sections 2.6 and 3.5.  This can entail
041151 -            arriving early, working through lunch, and continuing into
041152 -            overtime, as needed to get things done.  I enjoy
041153 -            collaborating and helping others when personal workload
041154 -            permits.  Time in service over the past 15 years brings
041155 -            cross training that makes leveling resources a welcome
041156 -            opportunity to get things done, and to mentor new hires.
041157 -            Courtesy and attentiveness to clients, as well as attorney
041158 -            requests is essential for effective business relations.
041159 -            Clear, concise, complete communication has a technology
041160 -            component which leverages personal skills for dialog, tact,
041161 -            diplomacy, and judgement under diverse circumstances that
041162 -            occur on the job.
041164 -         ..
041165 -    5.  Effort and Contribution
041166 -        (Teamwork/Participation in Training)
041167 -
041168 -        1.  Employee has a positive opinion and outlook about his/her
041169 -            job.
041170 -
041171 -        2.  Has a positive attitude that influences the moral of
041172 -            others.
041174 -             ..
041175 -        3.  Offers assistance to co workers when workload permits and
041176 -            supports the firms team concept.
041178 -             ..
041179 -        4.  Takes an active role in workload and telephone coverage for
041180 -            the team and co workers.
041182 -             ..
041183 -        5.  Adjusts well to new policies and changes.
041185 -             ..
041186 -        6.  Capable of handling multiple priorities in a proficient
041187 -            manner.
041189 -             ..
041190 -        7.  Displays a leadership quality in team functions.
041192 -             ..
041193 -        8.  Identifies, adopts and shares improved methods of working.
041195 -             ..
041196 -        9.  Valued team member.
041198 -             ..
041199 -       10.  Please comment on specific instances or examples to one or
041200 -            more of the items under the Effort and Contribution
041201 -            category.
041203 -  ..
041204 - Millie initially wrote...
041205 -
041206 -            Please see section 4.9 on collaboration and teamwork.
041208 -  ..
041209 - I agree.
041210 -
041211 -    6.  Dependability
041212 -
041213 -        1.  Spends time working efficiently.
041214 -
041215 -        2.  Assumes responsibility for completing/transferring job
041216 -            duties during planned absences.
041218 -             ..
041219 -        3.  Coordinates time away from the office, gives advance notice
041220 -            in accordance with paid time off guidelines, and limits
041221 -            unplanned absences.
041223 -             ..
041224 -        4.  Attendance, includes promptness, tardiness, early
041225 -            departures extended lunch hours, etc.
041227 -             ..
041228 -        5.  Please comment on specific instances or examples to one or
041229 -            more of the items under the Dependability category.
041231 -  ..
041232 - Millie initially wrote...
041233 -
041234 -            I am dependable in that I am on time every morning, do not
041235 -            take unnecessary days off and I believe my superiors can
041236 -            depend on me.
041238 -  ..
041239 - An alternate approach might be...
041240 -
041241 -            Attorneys and colleagues can depend on my support, related
041242 -            under section 4.9. ref SDS 0 MF86
041243 -
041244 -    7.  Overall Rating
041245 -
041246 -        1.  Overall Rating for this individual.
041248 -             ..
041249 -        2.  Summary of Overall Performance.
041251 -  ..
041252 - Millie initially wrote...
041253 -
041254 -            I believe I am a team player and do excellent work.  I am
041255 -            dependable a good positive attitude toward my superior as
041256 -            well as my co-workers.  If I were to rate myself, I an
041257 -            ideal employee.
041259 -  ..
041260 - An alternate approach might be...
041261 -
041262 -            Time in service over the past 15 years demonstrates skills,
041263 -            character, and teamwork to be productive. Upon return to
041264 -            work in October, I was asked to work with __________
041265 -            culling the files on estate planning to prepare wills,
041266 -            revokable trusts, power of attorney, etc.  This project
041267 -            demonstrated how client service can rise while also
041268 -            reducing costs by continuing to expand use of technology
041269 -            discussed in section 3.5. ref SDS 0 MF43  Specifically, the
041270 -            ability to "connect the dots" between one piece of
041271 -            information and another using a common storage strategy
041272 -            (CSS) for organizational memory (in use for example at
041273 -            Boeing) accomplishes industry requirements for traceability
041274 -            to original sources.  Routinely adding alignment by
041275 -            electronically linking our work product reveals causation
041276 -            on the one hand, which is vital to legal practice, but
041277 -            further makes finding critical details a trivial task of
041278 -            mere volition.  This saves time and avoids conflict,
041279 -            crisis, and calamity when people give up and rely on the
041280 -            frailties of personal memory, because nobody can find
041281 -            things when needed.  N&Ps dedication to technology promises
041282 -            continued gains for personal and organizational
041283 -            productivity.  I look forward to sharing that experience
041284 -            with colleagues in the period ahead.
041285 -
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0413 -