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Appealing As Part Of Performance Managment

Written by: Dr. Fathi El-Nadi

Article Overview: Even with a well designed and implemented performance management process, there may be situations when an employee has a serious difference of opinion with the manager about his or her performance assessment.

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Appealing As Part Of Performance Managment

A procedure for the employee to discuss disagreement with the process should be established.
Some options for dealing with disagreements about performance appraisals are:


Step Review SystemThe disagreement is heard by higher levels of management such as the supervisor's manager, followed by the Executive Director as necessary. In small non-profit organizations there may not be higher levels of management to appeal to.

Peer Review SystemA small group made up of equal numbers of employees and management staff review disagreements.

OmbudsmanEmployees can seek assistance from an individual within the organization who is designated as an impartial ombudsman. An ombudsman does not have the authority to override a decision, but the ombudsman can refer the disagreement up the line of authority, if necessary.
7. Final Checklist for Your Performance Management System
As stated previously, performance management has a variety of purposes, one of which is documentation should there be a legal challenge related to performance.
To ensure that your performance management process is defensible:


Base the process on well written job descriptions and job-related activities

Have the manager and employee collaborate on setting performance objectives

Establish results (objectives) and behaviours for which you can develop observable measures; avoid traits such as 'initiative' which require subjective assessments

Ensure that the employee keeps a copy of the performance plan (work plan) and expectations set at the beginning of the performance management cycle

Provide ongoing monitoring and feedback on performance to the employee

When problems are identified with performance, provide support (training, coaching, etc.) and adequate time for the performance to improve

Train managers/supervisors on all aspects of the process and on how to make bias free assessments

Ensure that the performance management form accurately documents performance - if overall performance is poor say so

Periodically review the performance management process to ensure that it is being applied consistently

Establish an appeals process
Performance Assessment systems design and implementation, to my opiniion, is a cultural issue. It can neither be developed nor managed in isolation of the business values of the organization. It reflects both the business philosophy and attitude towards people who work for the organization.

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About the Author: Dr. Fathi El-Nadi
RSS for Dr. Fathi's articles - Visit Dr. Fathi's website

Certified Crosby College TQM Instructor; Management & HR Development Senior Consultant to a number of Egyptian & Arab enterprises across the Middle East. - Rated by The Society for Human Resources Management (SHRM) as Senior HR Professional due to his significant contributions to prominent Multinationals in the US, The Gulf, and Egypt. - Had held senior Management, HR, and Training positions in SOM, Johnson Wax, General Motors, and Bristol Myers Squibb. - Currently teaching Management, HR, Strategic Management, and OB at a member of prominent private universities in Egypt. - Management & HR Development consultant to USAID, CIDA, DANIDA & IFC on development projects in Egypt. - Professor, Strategic Management & HR Development (The Arab Academy for Science & Technology / AUC) - Consultant & Member, The National Committee for Faculty & Leadership Development Project (FLDP), a 7 year World Bank Funded project to enhance the quality of Higher Education in Egypt. - Consultant to a number of Egyptian State universities on Strategic Planning & Quality Improvement projects.

Click here to visit Dr. Fathi's website
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More from Dr. Fathi El-Nadi
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