Performance Appraisals - A Resource List

The following list of resources was compiled with the needs of University of Western Ontario community in mind. Resources listed are readily available at the Business Library, through the University of Western Ontario's library system, and, where possible, through direct links provided on this page.

WHAT IS PERFORMANCE MANAGEMENT?

"Daily, year-round continuing appraisal, coaching, and feedback that involves helping employees understand the nature and quality of their performance, identify what they need to do to improve, and motivate them to do it. That is, performance management employs strategies designed to foster employee personal responsibility, self-discipline, and individual decision making, rather than traditional punishment, to maintain employee self-esteem and encourage loyalty and commitment" (Tracey, William R. The Human Resources Glossary: The Complete Desk Reference for HR Executives, Managers and Practitioners (2nd Ed.), p. 392).

WHAT IS A PERFORMANCE APPRAISAL?

"Systematic, periodic review and analysis of employees' performance with the objective of improving that performance so that employees can realize their full potential. Ideally it measures how well people do the job as compared with a set of performance standards, communicates that information to them, gets an agreement on strengths and deficiencies, and results in a plan of action to enhance strengths and shore up weaknesses" (Tracey, William R. The Human Resources Glossary: The Complete Desk Reference for HR Executives, Managers and Practitioners (2nd Ed.), p. 391).

BOOKS*

Armstrong, Michael. Performance Appraisals: Key Strategies and Practical Guides (2nd Ed). London: Kogan Page, 2000.
BUS stack HF5549.5.R3A76 2000

Bacal, Robert. Performance Management. New York: McGraw-Hill, 1999.
BUS stack HF5549.5.R3B285 1999

Coens, Tom, and Jenkins, Mary. Abolishing Performance Appraisals: Why They Backfire and What to Do Instead (1st Ed). San Francisco: Berrett-Koehler Publications, 2000.
BUS stack HF5549.5.R3C65 2000

Grote, Richard C. The Performance Appraisal Question and Answer Book: A Survival Guide forManagers. New York: American Management Association, 2002.
BUS stack HF5549.5.R3G642 2002

Hubbartt, William S. Performance Appraisal Manual for Managers and Supervisors: A Guide to Effective Performance Appraisal. Chicago: Commerce Clearing House, 1992.
BUS stack HF5549.5.R3H83 1992

Marshall, Don R. The Four Elements of Successful Management: Select, Direct, Evaluate, Reward. New York: AMACOM, 1999.
BUS stack HD38.M3317 1999

* When searching the Western Libraries OPAC (Online Public Access Catalogue), the following subject headings will direct you to relevent resources: Employees Rating Of, Performance Evaluation, Performance Standards, Personnel Management, Personnel Management Canada, Personnel Management Evaluation, Personnel Management Handbooks Manuals Etc, Personnel Management United States, Supervision of Employees, and 360-Degree Feedback (Rating of Employees). For additional information on 360 Degree Feedback, see the Business Library's Bibliographies page.

Joinson, Carla. Making Sure Employees Measure Up. HR Magazine Vol. 46, Issue 3, pp. 36-41 (March 2001).

Joyner, John. Performance Reviews: A Blueprint for Growth. Computing Canada Vol. 27, Issue 14, p. 24 (June 2001).

Longenecker, Clinton O and Fink, Lawrence S. Creating Effective Performance Appraisals. Industrial Management Vol. 41, Issue 5, pp. 18-23 (Sept./Oct.1999).

Losyk, Bob. How to Conduct a Performance Appraisal. Public Management Vol. 84, Issue 3, pp. 8-11 (April 2002).

Orr, Brian. Focus on Strengths, Manage Weaknesses. Canadian HR Reporter Vol. 15, Issue 10, pp. 6-8 (May 2002).

Performance Plan & Review Guidelines (The University of Western Ontario)

Performance Plan & Review (PMA) (The University of Western Ontario)

Performance Appraisal Form for Administrative Staff (The University of Western Ontario)

ADDITIONAL READINGS**

Association for Accounting Administration. "Start Now to Plan Your Year-End Staff Evaluations". Accounting Office Management & Administration Report, October 1, 2002.

Schellhardt, Timothy D. "Annual Agony: It's Time to Evaluate Your Work, and All Involved are Groaning". The Wall Street Journal, November 19, 1996, pp. A1/A5.

**Full text versions of the articles listed above are available in the online database 'FACTIVA'. Another useful database that provides coverage in this subject area is 'Proquest Digest ABI/Inform'

Please Note: In order to access these articles from an off-site location, you will need to activate your UWO computing account.

* For further assistance or to offer suggestions, please visit the staff at the Business Library or send us an e-mail: buslib@ivey.uwo.ca