CONTACTS 

SUBJECTS
Employee Evaluation Annual Review Millie Develop Recommendations in

1103 -
1103 -    ..
1104 - Summary/Objective
1105 -
110501 - Follow up ref SDS 9 0000, ref SDS 6 0000.
110502 -
110503 - Yesterday, Millie brought home an evaluation form on her work at N&P.
110504 - She wants to prepare narrative response for several self-evaluation
110505 - fields in the form.  On 050208 there is a record with the language
110506 - from the form entered, and Millie's responses.  On 050210 submitted
110507 - ideas to Millie at N&P. ref SDS 10 0001
110508 -
110509 -     [On 060323 Millie awarded merit bonus for having the right
110510 -     "attitude," ref SDS 12 6W7M, as presented below. ref SDS 0 MF86
110511 -
110512 -
110513 -
110515 -  ..
1106 -
1107 -
1108 - Progress
1109 -
110901 - Comments on prior work evaluation provide clues for the current
110902 - form...
110903 -
110904 -        1.  Self-evaluation last year...... 050208, ref SDS 9 0001
110906 -             ..
110907 -        2.  Finding information Gordon..... 031211, ref SDS 8 5B5H
110909 -             ..
110910 -        3.  Gordon's issues................ 990918, ref SDS 6 9488
110912 -             ..
110913 -        4.  Performance review cites
110914 -            virtual office goal............ 990413, ref SDS 5 0001
110916 -             ..
110917 -        5.  Millie prepares form........... 970529, ref SDS 4 XE9T
110919 -             ..
110920 -        6.  Finding information............ 960406, ref SDS 3 5922
110922 -             ..
110923 -        7.  Richard's review............... 960217, ref SDS 2 JX9I
110925 -             ..
110926 -        8.  Mark's review.................. 950525, ref SDS 1 FW4J
110927 -
110929 -  ..
110930 - Looks like the record on 970529 is very similar to the current task.
110931 - ref SDS 4 0001
110933 -  ..
110934 - This task is harder to perform than necessary, because the original
110935 - file is still not available on-line that provides context for
110936 - constructing relevant narrative.  As a result, we have to enter some
110937 - stuff manually, similar to last year...
110939 -  ..
110940 - Narrative's to construct are for...
110942 -         ..
110943 -        060215 Non-exempt Self Evaluation 2006
110944 -
110945 -
110946 -    1.  Job Knowledge/Technical Skills
110947 -
110948 -        1.  Demonstrates thorough knowledge of computer system, its
110949 -            function and applies this knowledge to perform tasks.
110951 -             ..
110952 -        2.  Makes conscientious effort to stay current on changes in
110953 -            technology and [apply to perform daily work]
110955 -             ..
110956 -        3.  Understands instructions and requires minimal supervision
110957 -            on more complex tasks.
110959 -             ..
110960 -        4.  Understands and meets supervisors expectations and
110961 -            priorities.
110963 -             ..
110964 -        5.  Please comment on specific instances or examples relevant
110965 -            to one or more of the items under the Knowledge/Technical
110966 -            Skills category:
110968 -  ..
110969 - Millie initially wrote...
110970 -
110971 -            NP has offered continuous training and I have taken
110972 -            advantage of computer classes given.  I have taken the
110973 -            required TRAK assessments to date.  I also have taken and
110974 -            completed several practice sessions of Word through the
110975 -            "Self Guided Suite Enhancement" software program.
110977 -             ..
110978 -            I am able to follow instructions and perform tasks as
110979 -            directed by my attorney (and those whom I have assisted
110980 -            this past year) with minimum supervision.
110982 -  ..
110983 - Called Mil and asked for 2 or 3 projects she has done since returning
110984 - to work this past October.
110986 -  ..
110987 - In the meantime here is an approach, based on work last year prepared
110988 - 050208. ref SDS 9 JX3L
110990 -             ..
110991 -            N&P training and support from colleagues maintain a high
110992 -            level of productivity using approved technology.  Bill
110993 -            Gates announced on November 8, 2002 that Microsoft is
110994 -            working to make computers more productive by integrating
110995 -            commands to find information when needed. ref SDS 7 EF5I
110996 -            This requirement occurs often at NP.  A classic example was
110997 -            reported at L&C on 960406. ref SDS 3 5922  Another example
110998 -            occurred on 031211 when NP in New York requested the file
110999 -            on a prior transaction to guide a proposal for new
111000 -            business.  Our attorneys were reluctant to burden Gordon
111001 -            Poole at home recuperating from health problems.  I had
111002 -            been off work, also, due to health issues, but was asked
111003 -            where to find the file. ref SDS 8 5B5H  Well, like everyone
111004 -            else I couldn't find it in NP filing.  At that time, Mrs
111005 -            Poole and Gordon were calling me about his progress, so
111006 -            during a call I asked him about the file.  Mr Poole
111007 -            remembered using the file, and later was unable to fit it
111008 -            into the filing cabinet.  He related having put it behind
111009 -            the "cupboard" intending to tell me later, but forgot.
111010 -            Sure enough, the file was found behind the filing cabinet,
111011 -            and provided in time to meet New York's deadline.  Since
111012 -            returning from sick leave in November, I have been pleased
111013 -            to see the firm moving toward better office tools to save
111014 -            money by reducing time shuffling paper at copy machines,
111015 -            fax, mailing, and hunting through endless piles of paper to
111016 -            find critical details.  We have barely scratched the
111017 -            surface on using technology productively.  I look forward
111018 -            to further progress this next year.
111020 -             ..
111021 -            Recent release by SRI on 060211 of Open Iris presents
111022 -            another opportunity for the firm to improve productivity
111023 -            with integrated office solutions that supports NP's
111024 -            strength in collaboration. ref SDS 11 0001
111025 -
111027 -         ..
111028 -    2.  Productivity
111029 -
111030 -        1.  Demonstrates good follow through skills
111031 -
111032 -        2.  Works effectively under pressure of deadlines or heavy
111033 -            workload.
111035 -             ..
111036 -        3.  Keeps current with administrative tasks, (such as filing,
111037 -            data entry, timesheets, bills, expense reimbursement).
111039 -             ..
111040 -        4.  Manges workload and makes appropriate judgement in
111041 -            utilizing firm resources and services appropriately
111043 -             ..
111044 -        5.  Maintains a consistently acceptable rate of production
111045 -            without sacrificing quality.
111047 -             ..
111048 -        6.  Please comment on specific instances or examples to one or
111049 -            more of the items under the productivity category.
111051 -  ..
111052 - Millie initially wrote...
111053 -
111054 -            I able to prioritize and juggle work flow to meet the
111055 -            demands of my attorney and others that I assist.
111057 -  ..
111058 - An alternate approach might be...
111059 -
111060 -            Productivity is closely tied to expanding use of technology
111061 -            for prioritizing and juggling complex work flow. (see
111062 -            section 1.5 for examples. ref SDS 0 O45N)  Personal habits
111063 -            of diligence to accomplish organizational requirements,
111064 -            have proven more effective than working by the clock for
111065 -            arriving, taking breaks, and going home.
111066 -
111068 -         ..
111069 -    3.  Quality of Work
111070 -
111071 -        1.  Work is well organized; written communications are
111072 -            organized, accurate and grammatically correct (i.e.,
111073 -            proofreading)
111074 -
111075 -        2.  Understands and complies with office policies and
111076 -            procedures.
111078 -             ..
111079 -        3.  Produces quality work that meets internal and external
111080 -            client expectations.
111082 -             ..
111083 -        4.  Maintains thorough accurate and updated records.
111085 -             ..
111086 -        5.  Please comment on specific instances or examples to one or
111087 -            more of the items under the Quality of Work category.
111089 -  ..
111090 - Millie initially wrote...
111091 -
111092 -            All communications, i.e., written correspondence, e-mail,
111093 -            etc., is proofread for spelling errors as well as content.
111094 -
111095 -            I am quite familiar with office policies and procedures and
111096 -            adhere to them.
111098 -  ..
111099 - This is a good response.  Consideration might be given to adding....
111100 -
111101 -            Quality is a constant tension between accuracy and
111102 -            productivity, discussed in the preceding section,
111103 -            ref SDS 0 JX7Q, under the common rule: "Haste makes waste."
111104 -            Information density drives mistakes when several attorneys
111105 -            ask one secretary to get their project done immediately,
111106 -            rather than coordinate on priority.  NP effort to modernize
111107 -            technology offers a path toward Knowledge Management to
111108 -            work faster and more accurately, by adding links with
111109 -            precision access to instantly and routinely discover and
111110 -            maintain alignment.  As technology increases command and
111111 -            control of the record with greater use of electronic
111112 -            management and less reliance on paper perhaps this year or
111113 -            next under Microsoft's planning for the "paperless office"
111114 -            (see section 1.5, ref SDS 0 O45N), productively will rise
111115 -            dramatically by working quickly and accurately.
111117 -         ..
111118 -    4.  Client Services and Communication
111119 -
111120 -        1.  Provides cooperative, responsive and courteous services to
111121 -            internal and external clients.
111122 -
111123 -        2.  Inspires confidence in superiors, co workers and clients.
111125 -             ..
111126 -        3.  Willingly cooperates and assists with workload of other
111127 -            members of the practice group or administrative department
111128 -            teams.
111130 -             ..
111131 -        4.  Communicates problems or anticipated problems to
111132 -            appropriate personnel in a clear and timely manner.
111134 -             ..
111135 -        5.  Has the ability to use appropriate data and information to
111136 -            solve problems.
111138 -             ..
111139 -        6.  Presents information and expresses ideas in a clear,
111140 -            concise, and well organized manner.
111142 -             ..
111143 -        7.  Responds positively and quickly to special requirements or
111144 -            circumstances.
111146 -             ..
111147 -        8.  Willingly contributes to overtime efforts.
111149 -             ..
111150 -        9.  Please comment on specific instances or examples to one or
111151 -            more of the items under the Client Services and
111152 -            Communication category.
111154 -  ..
111155 - Millie initially wrote...
111156 -
111157 -            My practice is to invest the time required to complete
111158 -            tasks correctly and on time to maintain productivity.  This
111159 -            may require working through lunch and break times, as
111160 -            needed to get things done.
111162 -             ..
111163 -            I enjoy collaborating and helping others when personal
111164 -            workload permits.
111166 -             ..
111167 -            Courtesy and attentiveness to clients, as well, as attorney
111168 -            requests is essential for effective business relations.
111170 -  ..
111171 - This aligns with recommendations last year. ref SDS 9 WT4K
111173 -  ..
111174 - An alternate approach might be...
111175 -
111176 -            My practice is to invest the time required to complete
111177 -            assignments when needed and without errors, discussed under
111178 -            sections 2.6, and 3.5.
111179 -
111180 -                [On 060323 Millie awarded merit bonus for having the
111181 -                right "attitude." ref SDS 12 6W7M
111183 -             ..
111184 -            As stated in section 2.6, commitment to the client is more
111185 -            important for getting things done, than watching the clock
111186 -            for breaktime, lunchtime, and quitting time. ref SDS 0 JX43
111187 -            I enjoy collaborating and helping others when time is
111188 -            available.  Experience the past 15 years has yielded many
111189 -            opportunities to mentor new hires.  Courtesy and
111190 -            attentiveness to clients and colleagues, as well as
111191 -            attorney requests makes business relations smooth and
111192 -            effective.  Clear, concise, complete communication has a
111193 -            technology component that leverages personal skills for
111194 -            dialog, diplomacy, and judgement.
111196 -         ..
111197 -    5.  Effort and Contribution
111198 -        (Teamwork/Participation in Training)
111199 -
111200 -        1.  Employee has a positive opinion and outlook about his/her
111201 -            job.
111202 -
111203 -        2.  Has a positive attitude that influences the moral of
111204 -            others.
111206 -             ..
111207 -        3.  Offers assistance to co workers when workload permits and
111208 -            supports the firms team concept.
111210 -             ..
111211 -        4.  Takes an active role in workload and telephone coverage for
111212 -            the team and co workers.
111214 -             ..
111215 -        5.  Adjusts well to new policies and changes.
111217 -             ..
111218 -        6.  Capable of handling multiple priorities in a proficient
111219 -            manner.
111221 -             ..
111222 -        7.  Displays a leadership quality in team functions.
111224 -             ..
111225 -        8.  Identifies, adopts and shares improved methods of working.
111227 -             ..
111228 -        9.  Valued team member.
111230 -             ..
111231 -       10.  Please comment on specific instances or examples to one or
111232 -            more of the items under the Effort and Contribution
111233 -            category.
111235 -  ..
111236 - Millie initially wrote...
111237 -
111238 -            Please see section 4.9 on collaboration and teamwork.
111240 -  ..
111241 - I agree.
111242 -
111243 -    6.  Dependability
111244 -
111245 -        1.  Spends time working efficiently.
111246 -
111247 -        2.  Assumes responsibility for completing/transferring job
111248 -            duties during planned absences.
111250 -             ..
111251 -        3.  Coordinates time away from the office, gives advance notice
111252 -            in accordance with paid time off guidelines, and limits
111253 -            unplanned absences.
111255 -             ..
111256 -        4.  Attendance, includes promptness, tardiness, early
111257 -            departures extended lunch hours, etc.
111259 -             ..
111260 -        5.  Please comment on specific instances or examples to one or
111261 -            more of the items under the Dependability category.
111263 -  ..
111264 - Millie initially wrote...
111265 -
111266 -            I am dependable in that I am on time every morning, do not
111267 -            take unnecessary days off and I believe my superiors can
111268 -            depend on me.
111270 -  ..
111271 - An alternate approach might be...
111272 -
111273 -            Attorneys and colleagues can depend on my support, related
111274 -            under section 4.9. ref SDS 9 MF86
111275 -
111276 -    7.  Overall Rating
111277 -
111278 -        1.  Overall Rating for this individual.
111280 -             ..
111281 -        2.  Summary of Overall Performance.
111283 -  ..
111284 - Millie initially wrote...
111285 -
111286 -            I believe I am a team player and do excellent work.  I am
111287 -            dependable a good positive attitude toward my superior as
111288 -            well as my co-workers.  If I were to rate myself, I an
111289 -            ideal employee.
111290 -
111291 -
111293 -  ..
111294 - There is a separate section this year...
111295 -
111296 -    Personal Assessment and Development Plan
111297 -
111298 -    1.  Training Sessions Attended throughout the Year
111299 -
111300 -    2.  Significant Accomplishments Since Last Review Period
111302 -         ..
111303 -    3.  Personal Training Needs/Objectives for Upcoming Review Period
111305 -  ..
111306 - Millie requested ideas for this section.  Tried crafting a reference
111307 - to Jack Park's recent notice of SRI releasing Open Iris software,
111308 - received on 060211. ref SDS 11 ZG5K
111310 -  ..
111311 - Submitted a letter to Millie suggesting she try...
111312 -
111313 -        Integrated tools continue to hold the best promise of improving
111314 -        both productivity and quality required by NP clients.  Working
111315 -        faster and more accurately can be achieved by maintaining
111316 -        skills with NP approved solutions.  I also hope to look at a
111317 -        new release by SRI of "Open Iris." This new office suite takes
111318 -        integration to the next level by providing a platform for
111319 -        collaboration and smoothly connecting all of our information so
111320 -        things are easy to find, when needed.  If NP is already
111321 -        planning to test this new release, I would love to participate.
111322 -        A review reported on 060211. ref SDS 11 0001
111324 -             ..
111325 -            [On 060323 Millie awarded merit bonus for having the right
111326 -            "attitude." ref SDS 12 6W7M
111327 -
111328 -
111329 -
111330 -
111331 -
111332 -
111333 -
111334 -
1114 -