Special Worker Quarterly Self-Review

These questions are intended to facilitate a two-way conversation between you and the trustee that you work with so that you can determine what’s working and what isn’t, set goals for the upcoming quarter/year, and review the progress and process of achieving these goals. The purpose of this review is not to critique you, as the special worker, but to determine how the Trustee and Special Worker can improve your team performance and working relationship as a team towards accomplishing the set of shared goals. Ideally, this type of communication is already happening regularly. This review process exists to provide an extra push to receive feedback and provide a forum to facilitate these conversations.

Instructions for this Self-Review
The goal of this process is to support your needs and to facilitate the type of review and discussion you want to have about your work with the Trustee(s) that supervise your work.

There are a total of 28 questions, including some with subsidiary questions. Aside from 4 mandatory questions, the remaining 24 questions are optional. Select any self-review questions that best suit your current situation and what you feel needs to be discussed then type your responses in the form.

When this self-review form has been submitted, a copy of your answers will be emailed to you and saved to your confidential/secure employee file. Additionally, a copy will be sent to the Trustee(s) who supervise your work, and the Service Inventory Group. 

The exception, is if you indicate in the first question, “NO, you do not feel you will be able to receive a fair unbiased evaluation from the Trustee conducting your review,” in which case your self-review will only be sent to the Service Inventory Group, who will then intervene to speak with you about your concerns, and assist in ensuring you receive a fair review.

Please email the Service Inventory Group at [email protected] with any questions or concerns regarding the review process or if you feel uncomfortable being honest in your feedback for any reason. This also includes concerns about the Trustee who supervises your work,  if you have concerns about the supervising Trustee seeing your self-review answers, issuing your performance review, or during the review discussion meeting. Your email will remain confidential within the Service Inventory Group until SIG can address your concerns.

Employee details

Your name *

First

Last

Email *

Special Worker Role *- Please select -Finance CommitteeInternet CommitteeOffice

Please select the quarter this review relates to *1st Quarter (June - Aug)2nd Quarter (Sept - Nov)3rd Quarter (Dec - Feb)4th Quarter (Mar - May)

Date of review meeting

Do you feel as though you can and will receive a fair unbiased evaluation from the Trustee supervising your work and conducting your review? YES or NO? *

• Yes
• No

IF you select NO that you DO NOT feel like you can receive a fair, unbiased review your self-review all of the answers within this form will NOT be sent to the Trustee that you work with. Instead, it will only be sent to the Service Inventory Group, who will intervene to speak with you about your concerns, and assist in ensuring you are able to receive a fair review (either from someone besides your supervising Trustee, or using only your self-review etc.)

Comments

If you are uncomfortable responding to any of the questions in this review honestly, or have concerns about your ability to receive a fair, unbiased review, or do not feel like you are treated with respect and dignity by anyone in connection with your employment, please contact the Service Inventory Group by emailing [email protected]

Work Performance

How would you rate your work performance this quarter?

Selected Value: 0

Below Expectations - Meeting Expectations - Exceeding Expectations

Have you been meeting all aspects of your job description(s)? Explain

Have you met goals set last quarter(s) with the Trustee? Any committees you’re a part of? Explain.

Do you complete work in a timely manner as it is assigned to you? Explain.

Are your skills being utilized to the fullest? Explain.

Are there any aspects of your job you would like to change or eliminate and why?

In what ways have you been recognized for doing good work?

How else can we improve how we work together, function well in your role, and be productive?

Do you have everything you need to perform your job effectively? Explain or provide some examples.

Finance & Time Management

Are you experiencing any confusion or difficulty with the time reporting system? *

• No
• Yes

See the Time Reporting Policy: ma12.org/swhandbook

Are you always reporting your actual time worked? *

How do you report your time worked? Are you typically rounding up or down to the next quarter hour?

How closely have you managed the expectations of time management and staying within the monthly hourly limits? *

Goal Setting and Accomplishments

Which goals did you meet over the last quarter?

Which goals did you fall short of reaching or wish you had accomplished over the last quarter?

Is there any support you need to meet your goals?

How did the previous Trustee help you to achieve your goals?

What goals do you want to set for the following quarter(s)?

Questions about Trustee/Special Worker Relationship

How do you prefer to receive feedback and/or recognition for your work?

Do you have any feedback to give the Trustee/supervisor who you work with?

What (if any) concerns do you have when it comes to giving the Trustee you work with feedback? How can they alleviate those concerns?

What can you and the Trustee/supervisor do to improve how you work together?

Closing Questions

Does your job description accurately reflect your position and the work you do? *

• Yes
• No

If no, please explain. *

Be prepared to have a detailed review of the job description during the sit-down portion of the review with the Trustee you work with so that the job description can be revised before the following year if necessary.

Do you have any further feedback? Is there anything else you would like to discuss or explain about your job performance that was not addressed in the earlier questions? *

• Yes
• No

If yes, please explain.

Do you feel like you are treated with respect and dignity by the supervisor/Trustee reviewing you?

• Yes
• No

If not, please provide some examples of times that you felt you were not treated with respect or dignity?

Do you feel like you are treated with respect and dignity as an employee more generally?

• Yes
• No

If not, please provide some examples of times that you felt you were not treated with respect or dignity?

Review Feedback Questions

Do you have any suggestions or feedback about the review process?

Are there any questions you would add or remove?

Submit