SELFASSESSMENTS ARE TO YOUR ADVANTAGE - PowerPoint PPT Presentation

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SELFASSESSMENTS ARE TO YOUR ADVANTAGE

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Title: SELFASSESSMENTS ARE TO YOUR ADVANTAGE


1
SELF-ASSESSMENTS ARE TO YOUR ADVANTAGE
  • ASSOCIATION FOR THE IMPROVEMENT OF MINORITIES
  • 2004 ANNUAL BUSINESS MEETING AND TRAINING SEMINAR
  • AUGUST 2-7, 2004

2
So.What is a Self Assessment?
  • A statement of accomplishments which describes
    what you did, why, how and the impact of your
    doing it.

3
Lets Get Involved.
  • Take 5 minutes to write 2 or 3 sentences
    describing your greatest accomplishment this year.

4
OBJECTIVES
  • Define the Balanced Approach to Writing
    Self-Assessments
  • Discuss the preparation of Your Self Assessment
  • Introduce the SHARE model
  • Provide helpful resources Action Verbs, Helpful
    Adjectives, Tutorials, Web sites
  • Tie It All Together Aligning Individual
    Performance to Organizational Goals

5
Use a BALANCED APPROACH
  • The Balanced Approach to writing a
    self-assessment links all the components of the
    Accomplishment Statement to
  • Critical Job Elements
  • Leadership Competencies
  • Core Responsibilities and Commitments
  • The Strategic Planning process
  • Workgroup Action Plan

6
Getting started..
  • Can be narratives or bullets
  • Used to describe goals, objectives, achievements,
    and accomplishments
  • Referenced in National Agreement Article 12,
    Section 4.B.5.
  • Limited to 2 pages optional form 13335 developed
    for preparation and submission or use your own
    format

7
THE SHARE MODEL
  • There are five basic components of the
    Accomplishment Statement
  • Situation
  • Hindrance
  • Actions
  • Results
  • Evaluate

8
S Situation
  • What was the purpose or problem addressed in the
    accomplishment?

9
Questions to ask
  • Did you enter a new position?
  • Were you asked to lead a team?
  • Were you assigned a new or existing project?

10
Example
  • Before
  • I worked hard to improve quality.
  • After
  • As a Tax Examiner, I was responsible for
    improving the quality of our dispositions.

11
H - Hindrance
  • Describe the barrier to success. What was the
    obstacle to overcome? Make the connection to
    business objectives or workgroup goals.

12
Questions to ask
  • Was there an adverse trend?
  • Was there a lack of communication or teamwork?
  • Was there a knowledge or skill deficiency?
  • Was there a process need?

13
Example
  • Before
  • I worked hard to improve quality.
  • After
  • As a Tax Examiner, I was responsible for
    improving the quality of our dispositions.
    Customer accuracy in my unit had declined to 50.

14
A- Actions
  • Describe the actions that YOU took or directed
    to address the circumstances.

15
Questions to ask
  • Did you create a team of stakeholders?
  • How did you influence the outcome?
  • What were your specific contributions as a team
    member?
  • What were you responsible for?

16
Example
  • Before I worked hard to improve quality.
  • After
  • As a Tax Examiner, I was responsible for
    improving the quality of our dispositions.
    Customer accuracy in my unit had declined to 50.
    I took the lead in working with my team to
    develop a check sheet to be used in processing
    our cases. It outlined our required actions and
    provided IRM references. My manager adopted the
    check sheet for use in our team.

17
R - Results
  • Describe the impact/value of your actions. These
    may be tangible or intangible.

18
Questions to ask
  • Make it clear As a result, .
  • What quantifiable or qualitative specifics can
    you provide to convey the impact or benefit?
  • Who or How did the organization or others
    benefit?
  • The result may have not been anticipated or was
    initially negative.

19
Example
  • Before I worked hard to improve quality.
  • After
  • As a Tax Examiner, I was responsible for
    improving the quality of our dispositions.
    Customer accuracy in my unit had declined to 50.
    I took the lead in working with my team to
    develop a check sheet to be used in processing
    our cases. It outlined our required actions and
    provided IRM references. My manager adopted the
    check sheet for use in our team. As a result,
    careless errors were corrected and our quality
    rate increased to 90.

20
E - Evaluate
  • Appraise the outcome. Self-assess the final
    product or result.

21
Questions to ask
  • What did you learn?
  • How did you apply your experience to other
    challenges?
  • What would you do differently next time?

22
Example
  • Before I worked hard to improve quality.
  • After
  • As a Tax Examiner, I was responsible for
    improving the quality of our dispositions.
    Customer accuracy in my unit had declined to 50.
    I took the lead in working with my team to
    develop a check sheet to be used in processing
    our cases. It outlined our required actions and
    provided IRM references. My manager adopted the
    check sheet for use in our team. As a result,
    careless errors were corrected and our quality
    rate increased to 90. By securing feedback from
    my manager and co-workers, I developed a training
    aide that was readily accepted and assisted the
    group in reaching our quality goal.

23
Helpful Hints and Useful Resources
  • Self Assessment Tutorial Document 11948
  • http//shr.web.irs.gov/pers/SA/Tutorial/
  • List of Action Verbs http//shr.web.irs.gov/pers
    /SA/docs/verbs.htm
  • Self Assessment Writing Tips Words to
    Include/Avoid http//www.hotjobs.com/htdocs/tools
    /resumes
  • Performance Appraisal Self-Assessment Form 13335
    http//publish.no.irs.gov/FORMS/INTERNAL/PDF/349
    42I02.PDF

24
TYING IT ALL TOGETHER
  • Take a balanced approach link the components
  • Apply the SHARE model to statements
  • Use available resources and tools
  • Ensure that grammar and spelling are perfect
  • Submit to your manager on a timely basis
  • Congratulate yourself for taking an active role
    in your future

25
Questions?

26
How to Contact Us.
  • Susan Carroll
  • Field Director, Accounts Management Memphis
  • (901)546-2225
  • David Alito
  • Field Director, Compliance Services Memphis
  • (901)546-2017
  • Shenita Hicks
  • Territory Manager, SB/SE Compliance Cincinnati
  • (513)263-3800
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