o ut of s ight, o ut of m ind ? evaluating regional representatives from a state university’s...
TRANSCRIPT
OUT OF SIGHT, OUT OF MIND? Evaluating Regional Representatives from a State University’s perspective
OUR GOAL…
Create a successful regional representative experience that is productive and effective for the University and for the employee.
SELECT THE RIGHT PERSON• The foundation must start with a successful
employer/employee relationship
• Traits of a successful regional representative– Reliable– Self-motivated/directed– Trustworthy
SELECT THE RIGHT PERSON • Other traits include:
– Organizational skills– Communication skills– Time management skills– Flexibility– Responsible
• On-campus experience– Not a must, but beneficial
DESIGN POSITION FOR SUCCESS• Provide the employee with physical support
– Vehicle– Telephone– Computer– Access to data
• Define job responsibilities– Aspects that are the same between a small private and
large public• Sharing the message of the institution• Visiting high schools & attending college fairs• Encouraging applications for admission• Building relationships with counselors• Building relationships with students
DESIGN FOR SUCCESS, CONT’D– Aspects that may be different
• Reading Applications• Follow-up with prospective students
– Include other appropriate responsibilities• Special presentations• Responding to emails that come to the office• Follow up with specific groups of students• Scholarship review via document imaging• Professional development/association liaison• Project work
COMMUNICATE! If you do not communicate on a regular basis throughout the year, you will not have a good performance evaluation experience.
• Responsibilities of the Representative
- Keep in regular contact with supervisor via phone or email (nearly daily basis)
- Seek advice from supervisor when there are unique situations
- Share information about the region with supervisor- Be available and responsive
COMMUNICATE! • Responsibilities of the Supervisor
– Keep regional rep updated with information and any changes in University/office policy/procedures
– Be sure that regional reps are part of the team• Regular visits to campus & staff meetings• Participate in programming activities (Open Houses,
First Look, etc.)• Counselor of the week
– Listen for ideas & information from regional reps who have feet on the ground
– Provide training
THE EVALUATION• Supervisor should keep performance logs
– Don’t rely solely on your memory to evaluate employee performance.• Can be very simple & brief• Date the entry• Write observations, not assumptions• Remember to include the positive, not just the negative
THE EVALUATION, CONT’D
• The Representative should also keep a performance log
– Note and date accomplishments– Remember that your supervisor may not see your day-to-day
work– Send this to your supervisor prior to your performance
evaluation
THE EVALUATION, CONT’D• Tangible Activities to be Evaluated
– Performance Log– Travel/Visit Summary
• High schools visited• College fairs attended• Special presentations
– Application performance within territory– Telephone calls made & received, emails answered– Scholarship applications read– Professional development activities
THE EVALUATION, CONT’D• Intangible Traits to be Considered
– Knowledge of work– Quality/Accuracy of work– Professional Judgment– Planning and Organization Skills– Professional Development– Initiative/Innovation– Communication Skills– Customer Orientation– Teamwork– Self-Direction/Self-Motivation– Reliability
SAMPLE PERFORMANCE EVAL.
SAMPLE PERFORMANCE EVAL.
CONTACT INFORMATION• Doris Groves
– Director of Admissions- Illinois State University– [email protected]
• Nate Bargar – Coordinator, Chicago Regional Initiatives- Illinois State
University– [email protected]
And now for something completely different…
… or at least very green
www.nacacconference.orgSlide 18
• Knowledge
• Recruiting and Counseling
• Service, Teamwork and Hustle
• Communication
• Technical Competence, Data Gathering and Analysis
• Creativity, Innovation and Resourcefulness
• Application Reading and Management
Hmmm. Something’s missing.
The Larry U Crew
Carin [email protected]