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Managing Employee Workplans


        
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Writing the Original Workplan

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Page 2

 

Completing the Form:

Take a look at the entire workplan or take a look at the instructions for completing the first column on the form highlighted below.



	
Step 1:
Identify the Key Responsibilities and Results (KRRs)
Key Responsibilities / Results Result Expectations Tracking Source / Frequency Actual Results Rating Comments
Steps and Directions

Under the first column of page one of the form highlighted above, "Key Responsibilities / Results" (KRRs), list the major responsibilities and results for the employee to accomplish during the work cycle.

Keep the following tips in mind when you write the key responsibilities / results:

  • A typical employee averages 3 to 8 KRRs, so the entire workplan is usually one page to one-and-a-half pages in length.
  • List the KRRs in order of importance, from most to least important.
  • KRRs are four words or less.

Impotant Notes:

  • All employees, supervisors, and managers must have a KRR for customer service. See Result Expectations section for a complete explanation of the type of expectations that may be listed under the "customer service" KRR.
  • All supervisors and managers must have a KRR for supervision. See Result Expectations section for a complete explanation of the type of expectations that may be listed under the "supervision" KRR.

As you think about creating the KRRs, consider:

  • How much does the KRR contribute to reaching your work unit's and/or agency's objectives? (Linking employees' KRRs with the unit's goals helps your employees see a direct connection from their work to the work of the unit. It also helps you track the work unit's success.)
  • Consider how each employee's KRRs will compliment the other employees' KRRs to fairly distribute the unit workload.
  • How critical is the KRR related to the entire job?
  • What percent of time does the employee spend performing this KRR?
  • Is the KRR a short-term assignment or does it continue for the entire cycle?
  • Does the sum of all KRRs for the employee create a challenging but fair workload?

Examples:

The following are examples of KRRs for different types of positions:

daycare signDetailed Example: Jeffrey works in the Division of Child Development. He provides technical assistance, monitors day care centers, and provides training to licensed day care providers. He works out of his home and uses the phone and e-mail to link back with his supervisor in Raleigh. His workplan KRRs are listed below. While he has a number of tasks to perform to achieve these KRRs, the KRRs listed below are the most significant to his division, and the only ones that the supervisor chose to list on his workplan.

Since his supervisor needs to list the KRRs on the workplan in priority order, she has analyzed the percentage of time that he generally spends in each area. See chart below as an illustration of this percentage:

Provide technical assistance - 40%

 
Monitor day care centers - 35%

 
Train providers - 25%

 

And this is how the KRRs would be listed on Jeffrey's workplan:

Key Responsibilities / Results Result Expectations Tracking Source / Frequency Actual Results Rating Comments
Technical Assistance          
Monitoring          
Training          

Other examples of KRRs:

Sue is an accountant who reviews agency accounts. One of her KRRs might be:

Key Responsibilities / Results Result Expectations Tracking Source / Frequency Actual Results Rating Comments
Reconcile Accounts          

Elaine is a Public Health Statistician who collects and analyzes various health statistics. She might have one KRR related to her data analysis listed below.

Key Responsibilities / Results Result Expectations Tracking Source / Frequency Actual Results Rating Comments
Compile Data          

Marcus is another statistician who has 2 KRRs related to data analysis because his work involves more varied data and a larger database.

Key Responsibilities / Results Result Expectations Tracking Source / Frequency Actual Results Rating Comments
Compile HIV Data          
Compile Hepatitus Data          

Rachel is a supervisor in Vocational Rehabilitation. All supervisors and managers must have a KRR to cover their supervisory responsibilities:

Key Responsibilities / Results Result Expectations Tracking Source / Frequency Actual Results Rating Comments
Supervision          
	
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Print Version of the guide.

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Overview
Original Workplan Interim Review Improvement Plan Development Plan Performance Appraisal References
Step 1:
Identify KRRs
Step 1:
Preparation
Step 1: Planning Step 1:
Asessment
Step 1:
Preparation
Workplan Form
[Word Template]
or
[PDF Format]
Step 2:
Results Expectations
Step 2:
Data Review
Step 2: Documentation Step 2:
Planning
Step 2:
Rating KRRs

DHHS Performance Management Policy
(Formerly DHHS Directive 34)
HTML or PDF

Performance Rating Dispute Process
(DHHS Directive Number III-9, formerly DHHS Directive 33a)
HTML or PDF

Step 3:
Selecting Dimensions
Step 3:
Interim Review
Step 3: 30-Day Review Step 3:
Documentation
Step 3:
Combine Ratings
Rating Scale
and
State Policy Manual
Step 4:
Writing Behavioral Expectations
Step 4:
Documentation
Step 4:
Summary Rating
STAR Tool
Step 5:
Tracking Performance
Step 5:
Signatures & Dispute Rights
Dictionary of Dimensions
Step 6: Workplan Review Step 6:
Submit Ratings
Standard Workplan Guidelines
Return to Workplan Guide Start Page / Return to HR Home Page