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HomeMy WebLinkAbout04.06.04 Work Session Packet City of Farmington 325 Oak Street, Farmington, MN 55024 (651) 463-7111 Fax (651) 463-2591 www.cLfarmington.mn.us TO: Mayor and Councilmembers FROM: David Urbia, City Administrator SUBJECT: City Administrator Expectations Workshop DATE: April 6, 2004 DISCUSSION I thank you for taking the time to meet to go over your expectations that you have of me for the upcoming year. I believe this will be extremely beneficial, so that I can focus my efforts on meeting and exceeding those expectations. I would like to suggest that we discuss where you would like to see the city in approximately one years time (at my review) - what do you want accomplished to say it has been a good year. In doing this, you will provide me a sense of your priorities, so that staff, you, and I can focus energy on those priorities. Some ideas for issues of discussion include how you wish for me to handle the following: the issuance of MUS A; equipment replacement; strategic planning regarding staffing levels; facilities, such as City Hall and a satellite fire station; upcoming budget cycle including the capital improvement plan (and the Pavement Management System); community involvement; relationship with ISD 192; and council/staff - roles/relationships. Respectfully submitted, -.....-- ~ ' 4-A{ . avid M. Urbi City Administrator APPRAISAL OF PERFORMANCE Position: Date: Evaluation of City Adminiqrator Explanations and Directions Perfonnance Evaluation as Team Building .............................................................................................. Evaluation as Team Building If evaluation is to be, in die truest sense. a means of team building. certain conditions must prevail. The two processes must be compatible and interrelated in the following ways: 1. Evaluation is basically a means, not an end in itself. . 2. The trust level between the evaluatee and evaluators must be high. 3. The roles each are to tulfil1 must be clearly indicated and ~, 4. Responsibilities are matcbl'!d with pre-detenDined standards of nerformance. Defmition of Roles A. Policy Board 1. Conduct annual assessments of performance of the City Administrator. 2. Respect the prerogatives of the City Administrator insofar as operational management function of of the organization is concerned and the policy function of the Council. 3. Make assesSlD/"'l'lts in general terms except in instances where specific improvements are needed or when explicit com1N'.ndationS are due. B. City Administrator 1. Accepts the prospects of annual evaluations. 2. Understands the scope and thrust of the evaluations. 3. Expects the evaluations to adhere to the eStablished procedures for evaluating the performance of the City Administrator. Pre-Detennined Perfonnance Standards A performance standard is defined as the condition that will exist when a responsibility of function is successfully performed. It is essential that a performance standard be established, at the outset. for each of the eight major areas of responsibility of the City Administrator. This is necessary in order to use the rating scale effectively. ~or Areas of Responsibility It should be reiterated that in determining the appropriate level of expectations. actual performance must be measured in relation to the indicated standard of performance. Eight major areas of responsibility are identified as the basis upon which assessments are to be made. Descriptions are provided under each to clarify the meaning and content of the area. However. the evaluatio made of the major area. Rating Symbols ~. rating symbols arc ~ to make the ~t$ as follows: . .E = Exceeds Expectations (performance bas been above. reasonable expectatiOns.) M _ Meets Expectations (pe:tformancc bas attained a level of reasonable expectations.) B _ Below Expectations (pe.tformance bas been below reasonable expectations.) As indicated earlier, without more precise definition.of the term "expectations", it is possible that ambiguity will result in the use of the term. In order to help avoid this possibility, the concept of performance standards is used. It will be noted that in connection with each major area. a performance standard is stated. including the conditions that have to be met in order to decide the extent to which "expectations" have been met. Eight Major Areas or ResPonsibility L OrganizJltional Management n. Fisca1JBusiness Management m. Program. Development and Follow-Through IV. Relationship with the Council V. Long-Range PlanDing VI. Relationship with Public and Private Sector Organizations vn. Interagency Relations vm. ProfessionalJPcrsonal Development Ratin2 ResooosibiIity . Performance Standard ~ M L Organizational Management Organizational Management win be considered effective a majority of the conditions have been successfully 1UlfiIled: ---1i Evaluation and keeping up with technology. a. Well qualiti~ promising persons are recruited and employed. b. Employees are appropriately placed, contributing to a high retention rate. c. Supervisory tecbniques motivate high performance. d. Complaints to the Council are not common. e. The organization is aware of new trends in teclmology. Plans and organizes the work that goes into providing services established by past and current decisions of the Council. Plans and organizes wolk that carries out policies adopted by the Council and developed by staff. Selecting, leading, directing and developing staff members. Comments: Observations of Evaluators: (Use this space also to indicate the impact upon the teamwork factor) SUI!2e5tions for Immovement: (Specific area(s) that needstrengtheDing) Commendations: (Area(s) of petformance calling for praiselcomm~dation) Comments from the City. Administrator: Rlltin2 Resoonsibilitv Perfonnance Standard _E _M _B IT. FJSCl1IIBusiness Management Fisc:alJBusineSs Management will be considered effective when .. majority of the conditions have been success- fully 1i1lfilled: Plans and organizes a system of reports for the Council that provide most ~ data available conceming expenditures and revenue. a. Budget preparation and management are thorough and effective. b. Cost-effective measures are persistently pmsued. c. FiftlmMal reporting is timely and readily understandable. d. Physical facilities management is efficient. e. An adequate data base is established and maintained. Plans and organizes the prep- ation of an annual budget with doclJQ'IM'tation, de. that conforms to guidelines adopted by the CounciL Plans, organizes and supervises most economic utilization of man . power/materialslmachinery. Plans and organizes maintenance of facilitieslbuildings/equipment. Comments: Observations of Evaluators: (use this space also to indicate the impact upon the teamwork factor) SU2'2'estions for Imorovement: .(Specific area{s) that need strengthening) Commendations: (Area(s) of performance calling for praiselcommendation) Comments from the City Administrator: RaMi! Resoonsibilitv Performance Standard _E _M _B .m. Program Development Program planning techniques . and procedures will be considered effective wbe:Ila majority of the conditiODS have been successfully fulfilled: M:ainhlinlll knowledge of current and iDnovative trends in the area of services being provided and incorporates that knowledge in program suggestioos and research. a. Ongoing programs and services are fully responsive to the organizatiOn's needs. b. Monitoring procedures are in place and functioning well. c. Measurable outcomes (to the extent possible) are used to determine success in prograni planning. d. The City Administrator can be depended upon to fQllow through. e. Makes most effective use of available Staff talenL Plans and organizes on-going programs and services to the orgmiDtion. Plans and organizes work involved in rcscuching program suggestions by Council"and Staff and the reporting of the results of analysis. Plans and organizes work assigned by the CoUncil so that it is completed with dispatch and efficiency. Plans, organizes and supervises implementation of programs adopted or approved by the Council. Comments: Observations of Evaluators: (use this space also to indicate the impact upon the teamwork factor) Suuestions for ImDt'Ovement: (Specific area(s) that need strengthening} Commendations: (Area(s) of performance calling for praise/commendation) Comments from theCitv Administrator: Ratin2 Resoonsibilitv Performance Standard _E IV. Relationship with. Council . Relations with. the Council willbe coDSidered effective when a majority of the conditions have been fUlfilled . _M _B PlaDs and organizes materials for presentations to the Council. either verbally or wri~ in the most conc;isc. clear and comprehCusive inanner possible. L Materials. reports. presentations and. recommendations are clearly and . convincingly made. b. Communications are made in a timely. forthrigh~ and open. manner~ c. Responses to requests are made promptly and completely. d. Recommendations appear to be thoroughly researched. - Co Adequate information is proVided to the Council to make decisions. f. A system is in place to report to the Council curreut plans. activities. and events. Maintains effective communi- cations, both verbal and written, with the Council. ~ lIintllin!l availability to the Council either personally or through designated subordinates. . Comments: Observations of Evaluators: (use this space also to indicate the impact upon the teamwork factor) SU~2esti6ns for Immovement: (Specific area(s) that need strengthening) Commendations: (Area(s) of performance calling for praiselcoounenc:l;ltion) Comments from the City Administrator: Ratin2 Resoonsibilitv Performance Standard E ~ V. Long Range Planning Strategic planning will be coosidered effective when a.majority of the conditions have been successfully fulfilled: . _M _B Maintains a knowledge of new technologies systems, methods, de. in relation to . services offered. a. A wen constrUCted.long-range (strategic) plan is cum:ndy in opetation. b. Annual operational plans uec:anied out Co An on-going monitoring process is in operation to attain aualitv assurance in program and project implementation. Keeps the Council advised of new and impending legislation and developments in the area of public policy. d. Program evaluation and personnel evaluation ue inter-related with the strategic planning process. e. A marketing strategy is developed and monitored. Plans and organizes a process of program planning in anticipation of future needs and problems. Establishes and maintains an awareness of developments occurring within other testing centers or other jurisdictions that may have an impact on City activities. Plans, organizes and maintains a process for establishing goals to be approved or adopted by the Council and monitoring and status reporting. CoJDJDCDts: Observations of Evaluators: (use this space also to indicate the impact upon the teamworlc: factor) SU22eStions for Imnrovement: (Specific area(s) that need strengthening) CotDJDCmdations: (Area(s) of performance calling for praise/commendation) Comments from the Citv Ad~nistrator: Rating Resoonsibititv Performance Standard _E _M _B VI. Relationship with Publici Public Relations Communication services will be consideied effective when a majority of the conditions have been successfully fulfilled. L ContacU with the media ue timely and ~~e. .. . b. Publications are varied and consistently well-received by the citiz.en& Plans, organizes and maintains training of employees in coDlaCt with the public, either by phone or in person- Establishes aDd mllinhlin!l an image to the conmmnity that represents service, vitality and professiOD,Jimn- Co Feedback from the public and the colDDlUlJity leadership is positive. d The City has a good image with comparable. organizations. . Establishes and maintains a 1iaisOD with private non-gove:mlJ'l"!l'ltRJ agencies, organiz3tions and groups involved in areas of concem that relate to services or activities of the City. Comments: Observations of Evaluators: (use this space also to indicate the impact upon the teamwork factor) SU22estions for Imnrovement: (Specific area(s) that need strengthening) Commendations: (Area(s) of performance calling for praise/commendation) Comments from the City Administrator: Rabn2 .E M .--,--B Comments: ., ResoonsibiIitv vn. Interagency Relations Maintains awareness of developments and plans in other jurisdictions that may relate to or affect the City. Establishes and ~ntllin!ll a liaison with other' agencies in those areas of service that improve or euftllnl'J!'!the City's programs. MlImtllin!ll communications With govem- mezita1 jurisdictions with which the City is involved or interfaces. Performance Standard. Intergovernmental relations will be considered effectivo when a majority of the couditions have beea. successfully fulfilled: a. Sufficient activity with professional organizations. b. Regarded as leader by agency officials. c. Provides examples of good ideas from other jurisdictions. d. positive re1ationsbipwith other agencies. e. Good cooperation with cities, counties, and state agencies. f. Good relationship with universities and colleges. observations of Evaluators: (use this space also to indicate the impact upon the teamwork factor) SU22eStions for IIIlDfOvemeot: (Specific area{s) that need strengthening) Conunendations: (Area(s) of performance calling for praise/commendation) Cornmeuts from the City Administrator: '. - RatlD2 Resoonsibilitv Perfonnance Standard -1E M VIII. ProfessionallPersonal Development Professional and personal competencies win be considered effectivo when a majority of the conditions havo been successiulIy fulfilled. B MlIinhlin!l awarcDess and value of broa~"",i"g professioul and personal developmenL a. Management teclmiques show evidences of innovation, imagination and decisiveness. b. Synergetic teclmiques are fostered. c. Verbal communication is co~able. Demonstrates imaginative leadership initiatives. Ability to build cohesiveness in Staff. Decisiveness in leadership performance. Effectiveness in verbal commuaications. Comments: Observations of Evaluators: (use this space also to indicate the impact upon the teamwork factor) SU~2estiODS for Imorovement: (Specific area(s) that need strengthening) Conunendations: (Area(s) of performance calling for praiselcomrnP.n~on) Comments from the City Administrator. ,