As a PA (Personal Assistant), an EA (Executive Assistant) or secretary you may be asked to undertake an appraisal, this could be for junior members of staff. An Appraisal, Performance Review or Staff Review happens once a year. The appraisal gives the employee and the employer an opportunity to openly discuss the previous years working structure.
Some General Guidelines
Conducting an appraisal if you are a PA
Appraisals are on an individual employee’s job description. If you are conducting the appraisal you need to ensure that you are aware of the employee’s job description and not undertake a comparison with other employees. You also have to be aware that the appraisal is on their past performance and not on what you would like them to do. That is the value of job analysis and detailed job descriptions.
A rating system may form part of the appraisal process. The rating system could be a numerical, alphabetical system or a combination. All PAs or secretaries conducting an appraisal should be trained on the rating system used. A good rating could result in a pay rise or promotion. It is important that the rating system is robust, understood and utilised.
Whether you are starting a business, expand an existing business or looking for a new PA Job, a SWOT analysis could help you to make the right choices for your business or career. SWOT is an acronym to remind you of subject headings you should think of when making those decisions.
A Performance review or appraisal is one of the tasks managers hate to do, and employees hate to receive. The entire process can cause sleepless nights for both concerned and create lots of anguish. However, I would like to suggest that you may be looking at a performance review in a rather negative way.
A performance review should be a process that you look forward to and not something to be feared or dreaded. An Appraisal is an opportunity for you to talk to your employer about you. Within the conversation, you will discuss your current role as a PA or Secretary within the organisation and your Job Description. You could also discuss any potential career development or progression that you would like to achieve in the company.
Have you heard of the term CPD? Do you know what it means and more importantly, do you know what it involves?
CPD stands for Continued Personal/Professional Development. In short, it means that you continue to study after you finish school, college or graduate from university. There are a number of professions that once you achieve a pass mark in the basic qualifications will be the start of a lifetime of study, for example, a solicitor, a doctor or a planner. What about your profession? Do you need to embark on CPD?
If your profession does not demand Continued Professional Development, have you made the decision to discontinue studying? To have a successful career, we advocate a continued approach to education/studies. Continued Professional Development is there to help you excel in your chosen field. CPD will also keep you abreast of the latest trends, legal changes and current business relationships which ultimately could give you an advantage over your colleagues.
Education never stops
Making a personal decision to continue your education/studies and improve your knowledge in your chosen field may become a prerequisite for your employment. An example of this is the IT Industry. Information Technology is changing all the time and good developers, support staff and programmers need to keep abreast of current technology, languages and innovations. If you decided to terminate your studies, this could have a detrimental effect on your career.
Once you have made the decision to continue with your education, what should you do? There are a number of organisations that can facilitate your education. The only decision you need to make will be, which route suits your personal circumstances:
Online training courses
Studies in a classroom setting – often given by trade bodies
Correspondence courses
Seminars and Open days
Trade Federations
Professional Magazines in a chosen field
What is CPD for your occupaation?
You could be in an occupation where CPD is not required. Nevertheless, this does not mean that further study is not for you. It could be advantageous for you to engage in a study course with a local college or night class in one of the hobbies you enjoy for example cooking or sewing. Furthermore, you could learn a new skill, for example, car maintenance.
Further, more studying has a number of wonderful side effects. You could meet new people, gain skills and more importantly keep your brain active. Indeed, the Alzheimer’s community have suggested that keeping your brain active could help prevent many mind degenerative disease.
All studying requires is your dedication to the course, that you will be receptive to new concepts, your time and the drive to become successful
Welcome to our online magazine from Julie and the team. If you have been on one of Julie’s training courses, you know she is passionate about PA, EAs and Secretaries being the best they can be. She also has very strong opinions about what a PA, EA and Secretary should and shouldn’t do. If you have a question, or would like to add an article, please get in touch. We would love to hear from you.
