Manager Competency Planning Grid

Competency Level Achieved Proficiency

(1=Novice,
4=Mastery)

Development Plan
    1 2 3 4  

LEADING AND MANAGING PEOPLE

Performance Evaluation Level 1. Makes sure staff understand evaluation criteria and evaluation process; works with staff to articulate clear performance plans and goals.          
Level 2. Works with staff to rewrite position descriptions and performance plans as organizational change occurs; follows up throughout the year to ensure that goals are appropriate and are being attained.        
Staff Development Level 1. Identifies staff members strengths and delegates tasks appropriately; uses rewards and recognitions effectively to recognize staff contributions; encourages professional development within resource constraints; directs staff having difficulties with personal or professional life to appropriate resources.          
Level 2. Recruits, develops, and retains a diverse and qualified workforce in an equitable manner; employs different approaches to getting work done; expands individual staff responsibility with assignments that increase discretionary range and scope.        
Collaboration and Team Building Level 1.  Identifies and addresses morale concerns; encourages and facilitates cooperation within the organization and with customer groups; identifies and helps resolve conflicts to the satisfaction of all parties.          
Level 2.  Develops leadership through coaching, rewarding, and guiding staff toward goal accomplishments; prevents conflicts by proactively addressing sources of conflict; creates a culture of trust, confidence, and high ethical standards through personal demonstration.        
Customer Relations Level 1.  Actively promotes the ITU Customer Service Guidelines; uses a regular process of service evaluation from all customers; identifies customers and understands their needs; identifies customer concerns and collaboratively develops solutions.          
Level 2.  Analyzes customer input to improve services; proactively anticipates customer needs; seeks continuous improvement in quality of services, products, and processes.        

KNOWING THE ORGANIZATION

Mason/Commonwealth Policies and Procedures Level 1.  Can find policy and procedure documents; knows when to seek assistance applying policies and following procedures and what channels to use in doing so; understands and follows policies and procedures accurately, completely, and on time; applies appropriate policies in a consistent manner          
Level 2.  Takes advantage of training and development opportunities to keep abreast of changes to policies and procedures; ensures that unit staff understand and apply policies and procedures appropriately.        
ITU/Unit Vision, Mission, Goals Level 1.  Knows where to find vision/mission/goal documents; understands ITU and unit vision/mission/goals and uses them regularly in planning and managing resources; assists staff to understand vision/mission/goals.          
Level 2.  Helps staff to operationalize the vision/mission/goals in the day-to-day work of the unit; contributes to the development of unit and ITU vision/mission/goals.        

Univ/ITU Strategic Plan

Level 1.  Knows where to find strategic planning documents; Knows channels for making inquiries for clarification and understanding; Demonstrates confidence in strategic plan.

         

Level 2.  Helps staff to operationalize strategic plans in the day-to-day work of the unit; uses strategic plan to relate unit and staff role in achieving vision/mission/goals.

       

MANAGING RESOURCES

Planning

Level 1.  Knows the mission and strategic plans of his/her unit and the University; determines objectives for unit and develops plan to effectively support organizational goals; develops process for staff input on departmental planning; manages time effectively to meet goals and deadlines.

         

Level 2.  Understands how unit work fits into the big picture of the ITU and university; identifies critical and less critical activities and assignments, based on mission and strategic plans; prioritizes activities making adjustments when appropriate; anticipates potential threats or opportunities; analyzes and uses data to improve the organization.

       

Project Management

Level 1.  Identifies goals, tasks, and resource requirements; sets milestones and goals; coordinates and communicates with project team; provides continual communication with customer; meets timelines, budget, and quality expectations.

         

Level 2. Includes plans for contingencies; controls and manages project change requests; records lessons learned for sharing with others; uses appropriate technology to facilitate project oversight and communication.

       

Budget Management

Level 1. Knows and applies state and university regulations for standard business procedures; understands the basics of accounting and budgeting and the university's accounting structure; accesses and reviews standard budget reports as appropriate for the unit; creates yearly spending plan for all budget accounts; keeps appropriate records of unit spending and tracks it against spending plan; reallocates resources as organizational change occurs.

         

Level 2. Regularly analyzes budget data to identify trends and improve the cost effectiveness of unit processes and practices; gathers and organizes credible data to make a business case for changes and additional resources.

       

Information Management

Level 1. Completes management reports as required and takes action to investigate anomalies; develops useful and timely information about the unit and the ITU for audiences within and outside the ITU; communicates relevant information to staff on a regular basis; identifies relevant sources of information for decision-making; understands privacy and security policies relevant to information developed and used in the unit.

         

Level 2. Evaluates credibility of information used in decision-making; develops process to monitor information distributed to internal and external audiences for currency, consistency, and correctness (e.g. web site, pamphlets, newsletters); communicates to staff and implements appropriate privacy and security measures for information developed and used in the unit.

Change Management

Level 1.  Recognizes need for change; is open to change and new information; involves staff in planning and implementing change; keeps staff and customers informed of progress on proposed changes; communicates change in a manner that invites support.

         
Level 2. Encourages flexibility in re-evaluating staff roles and standard operating procedures; uses organizational performance assessment to anticipate change; plans effectively for change; develops processes for staff and/or customer input into proposed changes as appropriate; understands and applies strategies for handling negative responses to change.        
Organizational Performance Assessment Level 1.  Seeks input from senior management, customers and staff on the unit's performance to assess strengths and weaknesses; understands the basic measures by which the performance of the unit is evaluated; develops processes for collecting and analyzing such data.          
Level 2.  Reviews and changes assessment measures as appropriate; connects unit performance assessment to unit and University strategic goals.        

COMMUNICATING EFFECTIVELY

Meeting Management

Level 1.  Creates an effective meeting agenda; makes sure notes are taken and distributed as appropriate; defines constructive outcomes for meetings.

         
Level 2. Ensures appropriate participation of all meeting participants; provides follow-up to meetings to make sure assignments and deadlines are clear.        
Listening Level 1. Listens for meaning from customers and staff          
Level 2. Listens carefully, is attuned to, and responds to non-verbal messages.        

Feedback

Level 1.  Provides constructive feedback to individual staff members; helps staff feel valued, appreciated, and included; responds promptly to messages from staff and customers          
Level 2.  Develops regular processes for communicating information to staff members; develops regular processes for getting feedback from staff and customers; keeps staff and customers informed about the progress of addressing issues in which they are involved.        
Presentation

Level 1.  Organizes and effectively presents ideas verbally; communicates at a level appropriate to the audience.

         

Level 2. Uses appropriate tools (presentation software, small group discussion, etc.) to present information; communicates in ways that reflect organizational strategies and priorities.

       
Written Communication

Level 1.  Prepares concise and logical written materials; communicates pro-actively with staff and customers.

         
Level 2. Communicates in ways that reflect organizational strategies and priorities; develops credible business case for additional resources or changes based on appropriate data.        

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