HR 104 - Employee Relations – Performance Management

Your organization has employees…so how does a supervisor hold an employee accountable to do their job?  Welcome to the challenging world of performance management.  We will discuss the big picture of performance management – how it supports an employer’s decisions, what are the legal constraints, how a supervisor can establish goals and objectives for employees, how a supervisor can develop staff by providing feedback, and how does a supervisor set expectations.  We will provide coaching tips on how a supervisor can engage an employee while being aware of performance rater “errors”.  The second half of the course will take a detailed look at the purpose of an evaluation from the employer and employee’s perspective and how a supervisor can provide on-going feedback.  We will conclude with a review of a comprehensive checklist for supervisors to use to prepare for the annual review process.  This course can be assigned to supervisors who need coaching on how to manage their responsibilities in the performance review process.

Duration:  62 minutes

**Please be advised the slide deck, the recording of this course, and certain material developed by CharterSAFE are copyrighted by CharterSAFE and are intended for the private use of our attendees.  Any unauthorized use, including reproduction and distribution, without the expressed written consent of CharterSAFE is prohibited.

Learning Outcomes:

Learn about performance management and how effective staff performance reviews can be used to support the mission, goals and objectives of a school.    

Learn about How to provide effective feedback, and how to avoid rater bias.

Understand the performance review process and the purpose of performance evaluations.


Jamie Alfonso

Jamie Alfonso (Moderator)

Director, Human Resources Partner

With almost 20 years of human resources experience supporting California schools and public agencies. Jamie provides HR consulting, and the CharterSAFE risk management team actively seek to educate and train members on best practices for safety and risk management. Jamie’s strong leadership in personnel management, employee benefits, HR strategy, and expertise in school finance and operations, is demonstrated with her having a degree in Business Administration, a PHRca from the HR Certification Institute, and in her previous role as CBO having earned USC’s School Business Management Certificate. Jamie offers a collaborative, solutions-driven approach to supporting charter schools and their teams.

Karla Ksan

Karla Ksan

Director, Human Resources

With more than 25 years of Human Resources experience, Karla has a broad range of expertise in employee relations, compliance, benefit (health and retirement) administration, performance management, training and development, recruiting, compensation and payroll administration. Karla has a Master's Degree in Public Administration from the University of Southern California, and has SPHR, PHRca, SHRM-SCP from the Society for Human Resources Management and Human Resources Certification Institute.

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