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RSG 367 TRIMESTER REVIEW - RITA
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Supervisor
Directions: Please fill out this review three days before your scheduled meeting with your supervisor.
SECTION 1: 3 GOALS FOR THE PREVIOUS TRIMESTER - 15 POINTS
Evaluate your effectiveness in accomplishing your Top 3 Goals from last quarter using the following scale:
1: I did not focus on this goal at all.
2: I got started on this goal but didn’t finish it.
3: I completed this goal but did not fully meet all expectations.
4: I completed this goal and fully met expectations.
5: I completed this goal, and exceeded expectations.
GOAL #1
Points
GOAL #2
Points
GOAL #3
Points
Total Points for This Section
WHAT ARE YOUR TOP 3 GOALS FOR THE NEXT TRIMESTER?
This is your preliminary planning for the next quarter. When you meet with your supervisor, the two of you may fine-tune these goals. Use the OS Goal Formula A to B by C.
GOAL #1
List Assumptions & Supervisor's Input
GOAL #2
List Assumptions & Supervisor's Input
GOAL #3
List Assumptions & Supervisor's Input
SECTION 2: 6 RESPONSIBILITIES - 30 POINTS
Evaluate yourself based on your 6 Responsibilities using the following scale:
1: Unacceptable
2: Needs improvement
3: Acceptable
4: Good most of the time
5: Excellent
RESPONSIBILITY #1: Oversee teller team and weekly bank deposit
Reasons for current score: & Things that need improvement in the next quarter:
POINTS
Enter your score here:
RESPONSIBILITY #2: Keep accurate congregational offering records through PC including sending biannual statement
Reasons for current score: & Things that need improvement in the next quarter:
POINTS
Enter your score here:
RESPONSIBILITY #3: Handle and manage all payables for the organization including: writing checks weekly for submitted vouchers from staff, paying various ACH transactions via emailed request, paying and categorizing Amazon debits and MCC credit cards.
Reasons for current score: & Things that need improvement in the next quarter:
POINTS
Enter your score here:
RESPONSIBILITY #4: Oversee all payroll and HR benefits.
Reasons for current score: & Things that need improvement in the next quarter:
Points
Enter your score here:
RESPONSIBILITY #5: Create/distribute monthly financial reports to leadership and yearly financial reports for congregation
Reasons for current score: & Things that need improvement in the next quarter:
POINTS
Enter your score here:
RESPONSIBILITY #6: Report weekly online and physical offering totals to leadership
Reasons for current score: & Things that need improvement in the next quarter:
POINTS
Enter your score here:
TOTAL POINTS FOR THIS SECTION
SECTION 3: 7 STAFF VALUES - 35 POINTS
Evaluate yourself for each Staff Value using the following scale:
1: Unacceptable
2: Needs improvement
3: Acceptable
4: Good most of the time
5: Excellent
For each value:
1. Indicate a postive example from the last quarter.
2. Identify areas that need some attention:
1. MAKE IT BETTER
What am I doing personally to improve MCC?
POINTS
Enter your score here:
2. OWN IT
How am I personally owning the mission of MCC and our vision to accomplish it?
POINTS
Enter your score here:
3. WORK TOGETHER
When was the last time I asked for, or offered help?
POINTS
Enter your score here:
4. MULTIPLY YOURSELF
Who am I empowering?
POINTS
Enter your score here:
5. STAY FIT
Am I taking care of myself spiritually, physically, mentally, relationally, financially, and emotionally?
POINTS
Enter your score here:
#6 REMAIN FLEXIBLE
How am I adapting to new ideas and changes being made?
POINTS
Enter your score here:
#7 CHOOSE JOY
Am I choosing to enjoy the life and calling God has given me?
POINTS
Enter your score here:
TOTAL POINTS FOR THIS SECTION
SECTION 4: PERSONAL AND MINISTRY TEAM GROWTH - 20 POINTS
Description of Growth Plan:
Evaluate your Personal and Team Growth Plan using the following scale:
1: I did not focus on this at all.
2: I got started on this but didn't finish it.
3: I completed this but did not fully meet all expectations.
4: I completed this and fully met expectations.
5: I completed this and exceeded expectations.
DID YOU COMPLETE WHAT YOU WERE ASSIGNED TO DO? (READ A BOOK, TAKE A MASTERCLASS, MEET WITH SOMEONE, ETC.)
POINTS
Enter your score here:
DID YOU APPLY WHAT YOU LEARNED? (LIST PRACTICAL WAYS YOU APPLIED WHAT YOU LEARNED.)
SCORE
Enter your score here:
DID YOU RECRUIT, ONBOARD, AND DEVELOP NEW LEADERS FOR YOUR MINISTRY? (INCLUDE HOW YOU DID THIS AND HOW MANY.)
POINTS
Enter your score here:
DID YOU LOVE PEOPLE THE WAY GOD WANTS YOU TO LOVE PEOPLE? (GIVE EXAMPLES.)
POINTS
Enter your score here:
TOTAL POINTS FOR THIS SECTION
PERSONAL GROWTH:
TEAM GROWTH:
You and your supervisor will discuss your personal/team growth assignment for the next quarter.
ASSIGNMENT:
RESOURCES NEEDED:
SCORING
This section is to be filled in during the meeting with your supervisor. For each section, write the scores you and your supervisor agreed on and add them for the total.
SECTION 1: 3 TOP GOALS | POINTS
SECTION 2: 6 RESPONSIBILITIES | POINTS
SECTION 3: 7 STAFF VALUES | POINTS
SECTION 4: PERSONAL AND MINISTRY TEAM GROWTH | POINTS
TOTAL PERFORMANCE SCORE
REVIEW OF THE SCORE:
A: (90-100) Wow
B: (80-89) Well Done
C: (70-79) Room for Improvement
D: (60-69) Performance not acceptable
E: (below 60) Immediate changes needed
Please do not use Supervisor Approval button until your trimester review has been approved.
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