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Performance Management & Evaluation

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Study: Teleworking Less Popular, but No Less Effective
Advancement Weekly Article A new survey reports that the number of teleworkers in the United States decreased last year for the first time since 2003. Researchers say that heightened employee anxiety over job security has many afraid to work from home. Still, some leadership experts say that more face time doesn’t promote greater job security and that employers should continue to promote teleworking.

Top Advice on Managing Difficult Conversations
Advancement Weekly Article Being a manager means having difficult conversations. An expert speaking at last week’s CASE Summit for Advancement Leaders offered some simple suggestions to help you successfully handle the next difficult conversation that comes your way, whether it involves conducting a negative performance review or addressing a conflict among employees.

Coach Underperforming Employees
Advancement Weekly Article,  Article Managers can help underachieving team members boost their performance by clearly articulating how they should change their work habits, says a leadership consultant.

Respond Compassionately When a Staffer Missteps
Advancement Weekly Article,  Article Managers should respond with compassion—not anger—when an employee makes a serious mistake, says a research psychologist.

5 Tried-and-True Employee Feedback Tips
Advancement Weekly Article Not all managers are comfortable giving their employees feedback—in fact, a stunning majority of them aren't, writes one business leader and author.

Is It Time to Stop Performance Reviews?
Advancement Weekly Article Eliminating performance reviews in favor of another type of evaluation may actually help employees grow and develop, writes one leadership expert.

Are You Falling for the Generational Trap?
Advancement Weekly Article Leaders who use generational stereotypes to characterize employees can actually do more harm than good in the workplace, according to one talent strategist.

Voices:
CURRENTS Article Advice on handling an advancement colleague's inappropriate relationship with a donor; Colorado State's lessons on making a recipe video; and how to avoid errors in your database's list of deceased alumni.

Voices
CURRENTS Article Advice for when a colleague acts too casual and friendly with donors; how to be preapred for last-minute end-of-the-year gifts; and thougths on preparing Native American high school students for college.

Pin of Pride
CURRENTS Article How can you tell if a major gift officer secured a gift for an endowed professorship or chair? At the University of Florida, you just check his or her lapel. At special ceremonies near the end of the last campaign, the development chief and deans gave unique Gator pins to those who closed such gifts. The incentive program ran during the last two years of Florida's recent $1.5 billion campaign to help focus gift officers on securing endowed professorships and chairs.

Breathe New Life into Performance Reviews
Advancement Weekly Article By making a few changes to mid- and full-year performance reviews, managers can make the process more meaningful to their employees’ professional development, writes a talent management expert.

Office Space: Cracking the High-Performer Code
CURRENTS Article The Fay School launched an effort to identify the competencies and values embodied by its highest performers—the people who exemplify and extend its brand of preparation, community, and communication in unique ways. The school sought to translate these skills and attitudes into the criteria it seeks in a job candidate to improve its hiring process and reframe its system for onboarding, evaluating, and rewarding employees.

How to Rehabilitate Underperformers
Advancement Weekly Article,  Article The first step to converting underachieving employees into top-performers is to identify what’s preventing them from achieving success, writes a career and workplace expert.

Challenge Workers to Boost Their Job Satisfaction
Advancement Weekly Article,  Article Managers should occasionally assign employees challenging new assignments to keep them satisfied with their jobs, writes a leadership educator.

How to Offer Negative Feedback
Advancement Weekly Article,  Article When offering feedback to employees, managers should separate their criticism from their praise, writes a leadership expert.

Help Employees Avoid Sophomore Slump
Advancement Weekly Article,  Article Managers can prevent new employees from losing commitment and focus in their second year on the job, writes a talent management specialist.

Good Leaders Don't Treat Everyone the Same
Advancement Weekly Article,  Article The best leaders treat everyone fairly, not equally, says a management consultant.

Identify and Manage Challenging Employees
Advancement Weekly Article,  Article Leaders must deal with disruptive office behavior before it negatively impacts their team, says a management expert.

Personalize Employee Recognition
Advancement Weekly Article,  Article Managers should quickly and specifically recognize and reward employees’ good work, says a leadership expert.

Forgiveness is a Leadership Trait
Advancement Weekly Article,  Article Leaders should let some employee mistakes and transgressions slide and treat them as teachable moments, says a business school professor.

Give Top Performers Substantive Work
Advancement Weekly Article,  Article Managers should give their best employees work assignments that correspond to their advanced abilities and appetites, says a CASE author.

Gift Officer Metrics
Good Question Do you have any samples of metrics used to evaluate the performance of fundraisers, especially major gift officers? If not, do you have information that can help us develop metrics?

Acknowledge Missed Deadlines
Advancement Weekly Article,  Article Managers should speak up when employees blow off project deadlines, says a business adviser.

When Negative Feedback is Appropriate
Advancement Weekly Article,  Article New research shows that experienced employees prefer managers to tell them what they are doing wrong so they can improve.

Be Careful When Rewarding Employees with Fancy Titles
Advancement Weekly Article,  Article Managers should think twice before offering exaggerated, important-sounding or unusual job titles to employees in place of raises or bonuses, say leadership professionals.

Check In with Employees, Don’t Check Up on Them
Advancement Weekly Article Two leadership experts say managers should give their employees the autonomy to decide how they achieve their work goals.

Fundraising Fundamentals, Section 8.5
Article This section from Fundraising Fundamentals discusses staff performance management.

Support Top Performers When They Stumble
Advancement Weekly Article Sometimes employees with solid track records make bad decisions or fall short of performance expectations. When this happens, it's important for managers to know how to get them back on track.

Getting Feedback When You're the Boss
Advancement Weekly Article Those in leadership positions are less likely to receive constructive feedback on their ideas, performance and strategy. But management gurus say that leaders can suffer, become isolated and potentially miss out on some great ideas without input.

Dealing with Criticism
Advancement Weekly Article Nearly everyone, at some point in their career, will receive hurtful criticism from a work colleague. When this happens, it's important to remember three things, says a management expert.

Gift Officer Metrics & Reporting
Sample Collection The Library maintains this collection of documents describing gift officer expectations, metrics and reporting.

Giving Employees More Recognition
Advancement Weekly Article More than half of workers aren’t satisfied with how much recognition they receive, according to a recent survey of jobseekers.

Really Doing More with Less
CURRENTS Article DePaul University made the unpopular decision several years ago to limit major gift officers' portfolios to 70 prospective donors. The new system, which included changes designed to improve accountability, forced the development office to prioritize the prospect pool more effectively. The department has seen increases in both the volume of gifts and amount raised.

Managing a Perfectionist
Advancement Weekly Article Perfectionism in an employee is more a flaw than an asset. But managing perfectionists isn’t impossible, say leadership experts who believe patience is key to unlocking their potential.

La palabra con B
CURRENTS Article Los bonos en la procuración de fondos son una táctica usada para atraer y retener a los que contribuyen de alguna manera a la institución, aunque de alguna forma son menos controversiales que antes, no todos creen en los bonos. ¿Cómo son los programas de bonos y cuáles son otras formas de motivar?

The B-Word
CURRENTS Article Fundraising bonuses are one tactic used to attract and retain those who contribute to the institution's bottom line, but while they are less controversial than they once were, not everyone is a believer. What do different bonus programs look like and what are other ways to motivate top talent?

Closing Remarks: Plan Overboard
CURRENTS Article The author describes executive teams in which some vice presidents not only withhold their support of the campus CEO and institutional planning privately but also have no compunction about doing so publicly. Such vice presidents won’t commit resources and expertise to institutional efforts and insist on revisiting agreed-upon plans about speed, direction, and destination. He asks why campus CEOs tolerate this behavior and suggests eight costs to the institution when it persists. Further, he suggests solutions for dealing with recalcitrant vice presidents.

Manager's Portfolio: Play Nice
CURRENTS Article Generational differences in the workplace create the potential for workplace conflict and confusion. Understanding the nuances of each generation's preferences can make giving and receiving feedback more pleasant and effective.

Manager's Portfolio: This Won't Hurt a Bit
CURRENTS Article Performance reviews provide opportunities to improve communication, set goals, provide motivation, discover talents, and uncover problems. Managers can minimize the stress of reviews by recognizing and counteracting the main sources of anxiety: concern about confrontation, lack of appropriate format, improper timing, inadequate preparation, and cursory reviews. Employees can help by insisting on knowing the grounds for evaluation and asking for an appropriate setting.

Manager's Portfolio: Out of Line Means Out of Time
CURRENTS Article Many managers are reluctant to confront a poor performer, but the problem becomes harder to solve the longer it goes unaddressed. A management consultant recommends this action program for getting difficult employees to shape up: 1) Confront the problem. 2) Establish open lines of communication. 3) Empower the employee to propose solutions. 4) Reinforce the message in a second meeting. 5) Craft an improvement plan. 6) Talk to human resources. 7) Resolve through probation and/or termination.

Sample Collection

The Library maintains a collection of sample materials for members.

View samples

Gift Officer Metrics

The Library has compiled a collection of resources about gift officer metrics.

View resources