Performance Evaluation Form (Page 3 of 5) in pdf

Performance Evaluation Form Page 3

Policy Matters:

Rating ______________

5 - Outstanding, 4 - Above Average, 3 - Satisfactory, 2 - Needs Improvement, 1 - Unacceptable

Understands and respects the Board’s policy role

Assists the Board on policy matters including the overall direction of the System and use of proper

investment strategies

Recommends policies or changes to policies to comply with laws, plan provisions, and best practices in the

public retirement industry

Effectively interprets Board policies and concerns, and develops a consistent direction for the staff to follow

Initiates changes in day-to-day operations to conform to established Board policies

Takes responsibility for monitoring policy, including monitoring of portfolio investment policy

Provides well-balanced information and clear recommendations to the Board as it establishes new policies

General Comments or Examples:

Staff Development:

Rating _______________

5 - Outstanding, 4 - Above Average, 3 - Satisfactory, 2 - Needs Improvement, 1 - Unacceptable

Creates an atmosphere that fosters teamwork, creativity, and participation

Assures all employees are well informed regarding MPERS policies, procedures, and strategic direction

Sets clear standards of performance for the staff

Encourages professional development and appropriate training of staff

Addresses cross training and, if appropriate, succession planning, for key positions within the System

Assists supervisors in problem solving with employees

General Comments or Examples:

Effective April 30, 2009

Performance Evaluation Form Page 3