Performance Evaluation
I wanted to develop a framework for reflection and meaningful dialogue at Odyssey. I wanted it to emphasize the company’s core values and for them to be a point of reference as staff consider their performance.
The key concept here is holism, a concept further unpacked in the actual wording from Survey Monkey, which is below. We are an experiential education company which means we provide students with opportunities to learn by doing. As our focus is on the environment, culture and leadership development, we provide a dynamic range of experiences in natural settings and amidst unfamiliar cultures. Thus the experiences we facilitate are multi-sensory and engage multiple intelligences. For us that’s deeply exciting as it greatly increases the depth and breadth of potential learning outcomes and also the likelihood of an experience being meaningful. And let’s face it, anything we try and teach kids that isn’t meaningful to them goes in one ear and out the other.
So with this passion and insight in mind, I wanted to find a way to allow staff to learn and grow and also stay very conscious of our core culture. Odyssey staff basically fall into two categories: they’re either administrative in orientation with a focus on some aspect of logistics, sales, admissions and all the associated communications, or they are facilitation oriented and predominantly concerned with program development and delivery. Whichever category they’re in, they inevitably overlap quite a bit and all need to have a strong relationship with our core values and mission. As such, I felt it made sense to develop one evaluation tool that worked equally well for both admin and facilitation staff.
Being a really new company with a need to keep overheads low, we set up a free account with Survey Monkey and haven’t yet found a need to upgrade it. The following questions usually take staff about 60 minutes to answer. Part time facilitators do this after every program they run for us. Full time staff do this about once a quarter. The following is taken directly from our Survey Monkey questionnaire. Once complete staff notify my and we arrange a time to check in and talk through their answers. I think most of them will tell you that this feels a little burdensome, but once they’ve done it and we get to the bit where we are able to talk it tends to be a very powerful reference tool.
Feel free to take and use anything you feel is useful…
About the Performance Evaluation (PE)…
This tool has been developed to allow the Oi team to effectively and efficiently review their performance after every program.
The foundation of Oi’s teaching methodology is principally concerned with experiential education. People learn most effectively by doing because the more of a human being’s core self you are able to stimulate, the greater the likelihood of generating meaning (learning).
At Oi we believe that Human Nature is comprised of five parts: we all have a mental, emotional, physical, social, and spiritual self. The idea with experiential education is to teach by engaging as much of a human being as possible (that is to say, a dynamic range of senses and parts of self). Sometimes this is referred to as holistic education.
It follows, then, that in order to be an effective holistic/experiential educator, you need to have a well-rounded (holistic) skill set. In other words, you need to develop your facilitation skills within each of the five core fields of self. The following questionnaire breaks down those five fields and provides concrete examples of the kinds of skills that Oi expects to be in place in a highly evolved facilitator.
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1. FIELD 1 :: SOCIAL… Your skills in this area relate primarily to your ability to cultivate and effectively manage positive relationships with a) your Oi team; b) the teachers; c) the students.
Effective Field 1 facilitation skills include but are not limited to…
1. strong group leadership and teamwork skills = commands respect. delegates effectively. works collaboratively with all team members to make decisions and share delivery of learning objectives. colleagues feel empowered.
2. powerful engagement skills = students and co-facilitators are “hooked in” and feel ownership over topics and activities.
3. establishes appropriate connections = consistently approachable. open to feedback. supportive. demonstrates humor & compassion. identifies own and others’ needs and is proactive in fulfilling them. develops meaningful rapports with a,b, and c.
WITH REGARDS TO THE PROGRAM YOU HAVE JUST FINISHED FACILITATING, PLEASE COMMENT ON THE EXTENT TO WHICH YOU HAVE MASTERED THESE FIELD 1 FACILITATION SKILLS AND PROVIDE ANECDOTAL EVIDENCE.
Use the descriptions to evaluate your own performance and to take inventory of your own personal level of professional development within the specific context of the program you have just facilitated.
2. FIELD 2 :: PHYSICAL… Facilitation skills in this area relate primarily to:
1. Technical guide certifications acquired (such as PADI, WFR, rock climbing, high ropes, etc).
2. Excellent physical fitness. Established runner / yogi / swimmer, etc.
3. Groomed and equipped. Possesses all the personal gear he/she needs. is able to maintain personal hygiene and appropriate professional appearance whilst in tropical wilderness and/or challenging, unfamiliar environments.
4. High levels of comfort in tropical wilderness environments. Solid camping / outdoor / back country survival and leadership skills. Established EE / outdoor facilitation skills.
5. High level of personal health awareness. Knowledgeable about personal dietary needs. able to effectively manage energy levels during field work.
6. Excellent risk management skills. Understands the physical needs and limitations of self and others. Understands the physical challenges present in an environment and is able to initiate effective strategies for mitigating risks. Exhibits consistent awareness of risks through appropriate communication, use of equipment and effective teamwork.
WITH REGARDS TO THE PROGRAM YOU HAVE JUST FINISHED FACILITATING, PLEASE COMMENT ON THE EXTENT TO WHICH YOU HAVE MASTERED THESE FIELD 2 FACILITATION SKILLS AND PROVIDE ANECDOTAL EVIDENCE.
3. FIELD 3 :: MENTAL… Facilitation skills in this area relate primarily to:
1. Deep subject knowledge. Confidently answers technical questions with appropriate facts and information. Able to satisfy the appetite of even the most curious of young minds. Effectively engages with teachers regarding learning outcomes and technical subject matter.
2. Extensive group dynamics/facilitation knowledge. Can confidently and effectively work with Oi team mates to deliver a broad range of activities for groups of varying size and age.
3. Prepared & focused. Turns up ready. Knows what to say and how to say it. Consistently conscious of desired learning outcomes. Always has a few extra tricks up their sleeve!
4. Energized and inspired. Sleeps well. Knows how to rest. Enjoys their subject areas and enthuses others with a love of learning. Established stress management practice.
5. A life long learner. Humble. Appetite for exploring personal passions and weaknesses / areas where growth is needed. Willing to share needs and develop new strategies for personal growth.
WITH REGARDS TO THE PROGRAM YOU HAVE JUST FINISHED FACILITATING, PLEASE COMMENT ON THE EXTENT TO WHICH YOU HAVE MASTERED THESE FIELD 3 FACILITATION SKILLS AND PROVIDE ANECDOTAL EVIDENCE.
4. FIELD 4 :: EMOTIONAL… Facilitation skills in this area relate primarily to:
1. High emotional awareness. Understands own personal challenges and has developed effective strategies for managing them.
2. Efficient emotional processor. Effectively deals with emotional reactions to field-based situations. remains calm and present when challenged. Effective communicator of emotional reality and associated needs.
3. Highly empathic. Able to identify with the emotional realities of others. Creates safe spaces for sharing and processing. Consistently present for others.
WITH REGARDS TO THE PROGRAM YOU HAVE JUST FINISHED FACILITATING, PLEASE COMMENT ON THE EXTENT TO WHICH YOU HAVE MASTERED THESE FIELD 4 FACILITATION SKILLS AND PROVIDE ANECDOTAL EVIDENCE.
5. FIELD 5 :: SPIRITUAL… Facilitation skills in this area relate primarily to:
1. Strong & clear sense of purpose. Has clarity around personal mission in life and understands correlation to the Oi mission and vision.
2. Nature lover. Experiences a deep feeling of “Connection” in wilderness environments. Has a natural fascination for the diversity of life (flora and fauna) on earth.
3. Anthropologist at heart. Deep curiosity about how people live and experience life. Natural enthusiasm to learn from others – even those from very different cultural origins. Willing and able to embrace the Odyssey culture.
4. Deep appreciation of value of service.
5. Extremely playful and creative. Demonstrates flexibility and can spontaneously contribute fun games.
WITH REGARDS TO THE PROGRAM YOU HAVE JUST FINISHED FACILITATING, PLEASE COMMENT ON THE EXTENT TO WHICH YOU HAVE MASTERED THESE FIELD 5 FACILITATION SKILLS AND PROVIDE ANECDOTAL EVIDENCE.
