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Chapter 15Chapter 15
Selecting, Developing, andSelecting, Developing, and
Evaluating StaffEvaluating Staff
Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
22Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
ObjectivesObjectives
 Relate role theory to position description.Relate role theory to position description.
 Distinguish key points for interviewing.Distinguish key points for interviewing.
 Delineate performance appraisal processes.Delineate performance appraisal processes.
 Examine guidelines for performance feedback.Examine guidelines for performance feedback.
33Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
What You Need to KnowWhat You Need to Know
 Why position descriptions are importantWhy position descriptions are important
 How to screen and select staffHow to screen and select staff
 What to expect from coaching strategiesWhat to expect from coaching strategies
 How to appraise or participate in appraisalsHow to appraise or participate in appraisals
44Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
Role TheoryRole Theory
55Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
Role TheoryRole Theory
 Role acquisitionRole acquisition
 Role clarityRole clarity
 Role performanceRole performance
66Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
Role TheoryRole Theory (cont’d)(cont’d)
 Role ambiguityRole ambiguity
 Role conflictRole conflict
 CoachingCoaching
77Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
Role AmbiguityRole Ambiguity
 Creates an environment for misunderstandingCreates an environment for misunderstanding
and hinders effective communicationand hinders effective communication
 Employees must have clear role expectationsEmployees must have clear role expectations
and perceive their contributions are valued.and perceive their contributions are valued.
 Acquisition of the role is time-dependent.Acquisition of the role is time-dependent.
 Position description is critical.Position description is critical.
88Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
CoachingCoaching
 Involves development of individuals within anInvolves development of individuals within an
organizationorganization
 Can be individual or team approachCan be individual or team approach
 Promotes team building and optimalPromotes team building and optimal
performanceperformance
 Learned behavior for the managerLearned behavior for the manager
99Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
CoachingCoaching (cont’d)(cont’d)
Compare and contrast sports coaching andCompare and contrast sports coaching and
nursing coaching.nursing coaching.
1010Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
How To Avoid Role IssuesHow To Avoid Role Issues
 Select staff wisely.Select staff wisely.
 Develop staff consistently.Develop staff consistently.
 Evaluate staff fairly.Evaluate staff fairly.
1111Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
Position DescriptionsPosition Descriptions
 Position descriptions must reflect currentPosition descriptions must reflect current
practice guidelines.practice guidelines.
 Position descriptions beyond your own needPosition descriptions beyond your own need
to be understood.to be understood.
1212Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
The Manager’s RoleThe Manager’s Role
 Developing staffDeveloping staff
 Performance appraisalsPerformance appraisals
 Performance appraisal toolsPerformance appraisal tools
1313Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
Roles of the InterviewerRoles of the Interviewer
 Prescreen applicant.Prescreen applicant.
 Prepare for interview.Prepare for interview.
 Control the environment.Control the environment.
 Clarify roles.Clarify roles.
 Use listening skills.Use listening skills.
 Be honest.Be honest.
 Provide closure.Provide closure.
1414Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
Roles for the ApplicantRoles for the Applicant
 Arrive on time and dressed appropriately.Arrive on time and dressed appropriately.
 Review mission and goals of organization.Review mission and goals of organization.
 Prepare questions in advance.Prepare questions in advance.
 Be honest.Be honest.
 Note appreciation for interview.Note appreciation for interview.
1515Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
Peer Performance Appraisal,Peer Performance Appraisal,
StaffStaff
CriteriaCriteria ScoreScore
Completes database within 12 hours ofCompletes database within 12 hours of
admissionadmission
44
Documentation reflective of continuousDocumentation reflective of continuous
assessment per guidelinesassessment per guidelines
33
Initiate plan of care according to critical pathInitiate plan of care according to critical path
guidelines within 12 hours of admissionguidelines within 12 hours of admission
44
Provides for safe environmentProvides for safe environment 44
1616Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
Behaviorally Anchored RatingBehaviorally Anchored Rating
ScaleScale
CriteriaCriteria Yes/NoYes/No
Vital signs recorded within 5 minutes ofVital signs recorded within 5 minutes of
admissionadmission
Cardiac monitor, IV, lab tests, and ECGCardiac monitor, IV, lab tests, and ECG
done within 15 minutesdone within 15 minutes
If SL NTG, vital signs recorded every 5If SL NTG, vital signs recorded every 5
minutes for 30 minutesminutes for 30 minutes
Chest pain changes per protocolChest pain changes per protocol
Post chest pain 12-lead ECG documentedPost chest pain 12-lead ECG documented
1717Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
Example of Rating ScaleExample of Rating Scale
CriteriaCriteria Never …………….AlwaysNever …………….Always
Completes care inCompletes care in
professional and competentprofessional and competent
mannermanner
1 2 3 41 2 3 4
55
Reliable, comes to work onReliable, comes to work on
timetime
Provides patient teachingProvides patient teaching
1818Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
Key Behaviors forKey Behaviors for
Performance AppraisalPerformance Appraisal
 Provide a quiet, controlled environment.Provide a quiet, controlled environment.
 Create a relaxed but professional atmosphere.Create a relaxed but professional atmosphere.
 Put employee at ease.Put employee at ease.
 Review specific examples of positive and negativeReview specific examples of positive and negative
behaviors.behaviors.
 Allow employee to express opinions.Allow employee to express opinions.
 Write future plans, goals, training.Write future plans, goals, training.
 Set follow-up date.Set follow-up date.
 Show the employee confidence.Show the employee confidence.
 Be sincere and constructive.Be sincere and constructive.
1919Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
Empowerment StrategiesEmpowerment Strategies
 Process that acknowledges the values andProcess that acknowledges the values and
judgment of individuals and trust decisionsjudgment of individuals and trust decisions
 Used for professional developmentUsed for professional development
2020Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
Leaders, Followers, andLeaders, Followers, and
ManagersManagers
……must invest in staff. They must recruit themust invest in staff. They must recruit the
best, hire the best, provide honest feedback,best, hire the best, provide honest feedback,
and support the desire to do the best. Withoutand support the desire to do the best. Without
the best of the team, the best in nursingthe best of the team, the best in nursing
cannot be achieved.cannot be achieved.

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Staff Selection, Development and Evaluation

  • 1. Chapter 15Chapter 15 Selecting, Developing, andSelecting, Developing, and Evaluating StaffEvaluating Staff Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.
  • 2. 22Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. ObjectivesObjectives  Relate role theory to position description.Relate role theory to position description.  Distinguish key points for interviewing.Distinguish key points for interviewing.  Delineate performance appraisal processes.Delineate performance appraisal processes.  Examine guidelines for performance feedback.Examine guidelines for performance feedback.
  • 3. 33Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. What You Need to KnowWhat You Need to Know  Why position descriptions are importantWhy position descriptions are important  How to screen and select staffHow to screen and select staff  What to expect from coaching strategiesWhat to expect from coaching strategies  How to appraise or participate in appraisalsHow to appraise or participate in appraisals
  • 4. 44Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. Role TheoryRole Theory
  • 5. 55Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. Role TheoryRole Theory  Role acquisitionRole acquisition  Role clarityRole clarity  Role performanceRole performance
  • 6. 66Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. Role TheoryRole Theory (cont’d)(cont’d)  Role ambiguityRole ambiguity  Role conflictRole conflict  CoachingCoaching
  • 7. 77Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. Role AmbiguityRole Ambiguity  Creates an environment for misunderstandingCreates an environment for misunderstanding and hinders effective communicationand hinders effective communication  Employees must have clear role expectationsEmployees must have clear role expectations and perceive their contributions are valued.and perceive their contributions are valued.  Acquisition of the role is time-dependent.Acquisition of the role is time-dependent.  Position description is critical.Position description is critical.
  • 8. 88Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. CoachingCoaching  Involves development of individuals within anInvolves development of individuals within an organizationorganization  Can be individual or team approachCan be individual or team approach  Promotes team building and optimalPromotes team building and optimal performanceperformance  Learned behavior for the managerLearned behavior for the manager
  • 9. 99Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. CoachingCoaching (cont’d)(cont’d) Compare and contrast sports coaching andCompare and contrast sports coaching and nursing coaching.nursing coaching.
  • 10. 1010Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. How To Avoid Role IssuesHow To Avoid Role Issues  Select staff wisely.Select staff wisely.  Develop staff consistently.Develop staff consistently.  Evaluate staff fairly.Evaluate staff fairly.
  • 11. 1111Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. Position DescriptionsPosition Descriptions  Position descriptions must reflect currentPosition descriptions must reflect current practice guidelines.practice guidelines.  Position descriptions beyond your own needPosition descriptions beyond your own need to be understood.to be understood.
  • 12. 1212Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. The Manager’s RoleThe Manager’s Role  Developing staffDeveloping staff  Performance appraisalsPerformance appraisals  Performance appraisal toolsPerformance appraisal tools
  • 13. 1313Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. Roles of the InterviewerRoles of the Interviewer  Prescreen applicant.Prescreen applicant.  Prepare for interview.Prepare for interview.  Control the environment.Control the environment.  Clarify roles.Clarify roles.  Use listening skills.Use listening skills.  Be honest.Be honest.  Provide closure.Provide closure.
  • 14. 1414Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. Roles for the ApplicantRoles for the Applicant  Arrive on time and dressed appropriately.Arrive on time and dressed appropriately.  Review mission and goals of organization.Review mission and goals of organization.  Prepare questions in advance.Prepare questions in advance.  Be honest.Be honest.  Note appreciation for interview.Note appreciation for interview.
  • 15. 1515Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. Peer Performance Appraisal,Peer Performance Appraisal, StaffStaff CriteriaCriteria ScoreScore Completes database within 12 hours ofCompletes database within 12 hours of admissionadmission 44 Documentation reflective of continuousDocumentation reflective of continuous assessment per guidelinesassessment per guidelines 33 Initiate plan of care according to critical pathInitiate plan of care according to critical path guidelines within 12 hours of admissionguidelines within 12 hours of admission 44 Provides for safe environmentProvides for safe environment 44
  • 16. 1616Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. Behaviorally Anchored RatingBehaviorally Anchored Rating ScaleScale CriteriaCriteria Yes/NoYes/No Vital signs recorded within 5 minutes ofVital signs recorded within 5 minutes of admissionadmission Cardiac monitor, IV, lab tests, and ECGCardiac monitor, IV, lab tests, and ECG done within 15 minutesdone within 15 minutes If SL NTG, vital signs recorded every 5If SL NTG, vital signs recorded every 5 minutes for 30 minutesminutes for 30 minutes Chest pain changes per protocolChest pain changes per protocol Post chest pain 12-lead ECG documentedPost chest pain 12-lead ECG documented
  • 17. 1717Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. Example of Rating ScaleExample of Rating Scale CriteriaCriteria Never …………….AlwaysNever …………….Always Completes care inCompletes care in professional and competentprofessional and competent mannermanner 1 2 3 41 2 3 4 55 Reliable, comes to work onReliable, comes to work on timetime Provides patient teachingProvides patient teaching
  • 18. 1818Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. Key Behaviors forKey Behaviors for Performance AppraisalPerformance Appraisal  Provide a quiet, controlled environment.Provide a quiet, controlled environment.  Create a relaxed but professional atmosphere.Create a relaxed but professional atmosphere.  Put employee at ease.Put employee at ease.  Review specific examples of positive and negativeReview specific examples of positive and negative behaviors.behaviors.  Allow employee to express opinions.Allow employee to express opinions.  Write future plans, goals, training.Write future plans, goals, training.  Set follow-up date.Set follow-up date.  Show the employee confidence.Show the employee confidence.  Be sincere and constructive.Be sincere and constructive.
  • 19. 1919Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. Empowerment StrategiesEmpowerment Strategies  Process that acknowledges the values andProcess that acknowledges the values and judgment of individuals and trust decisionsjudgment of individuals and trust decisions  Used for professional developmentUsed for professional development
  • 20. 2020Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc.Copyright © 2011 by Mosby, Inc., an affiliate of Elsevier Inc. Leaders, Followers, andLeaders, Followers, and ManagersManagers ……must invest in staff. They must recruit themust invest in staff. They must recruit the best, hire the best, provide honest feedback,best, hire the best, provide honest feedback, and support the desire to do the best. Withoutand support the desire to do the best. Without the best of the team, the best in nursingthe best of the team, the best in nursing cannot be achieved.cannot be achieved.

Editor's Notes

  1. If the quality of care is dependent on the quality and talents of staff, selecting, developing, and evaluating staff is a critical process. This is a key responsibility of managers and involves staff input in critical ways.
  2. What we will learn here will answer some key questions about: [Read slide]
  3. This information puts the idea of selecting, developing, and evaluating staff in a context of role theory.
  4. Role acquisition refers to how one takes on a new role. This aspect focuses on how to perform and what is expected. Role clarity refers to distinguishing the role from that of others. This aspect of role development refers to such tasks as seeing how the role of a staff nurse in hospital A differs from the role of a staff nurse in hospital B. It can also relate to what differences exist between serving as a charge nurse as opposed to a staff nurse or nurse manager. Many people think of this aspect as a clarification of “whose job is what.” Role performance relates to how the role is actually enacted. Legal and organizational parameters are established by law and the employer, but the insight of the role is derived from the individual. So, when differences of opinion arise between two staff members about what to do next or how to approach a problem, in part these differences may derive from how an individual believes he or she must perform his or her role.
  5. Another aspect of role development is ambiguity. In this situation, individuals do not have a clear understanding of what is expected of their performance or how they will be evaluated. Lack of clarity is frustrating in most situations and especially so in work settings. Role conflict is easier to recognize. Employees know what is expected of them, but they are either unwilling or unable to meet the requirements. All of these comments about role theory are equally important for managers and followers. If anyone on the team is confused, the possibility exists that others may also become confused.
  6. [Ask for participation; be sure that people are positive (and, if negative, show how they can turn that around) and that the answers include such things as specific feedback, timely feedback, personal relationships that form trust, and consistency in messages.]
  7. [Read slide] Acquisition of a role is fairly time intensive. The role of the manager and other staff (or in the case of a new manager, all of the staff) is to be open and honest about how the role is seen and whether or not the performance matches the expectations.
  8. Two critical points about position descriptions are these: [Read slide] Position descriptions have to be analyzed on a regular basis to be sure they reflect what is accurate for practice expectations. If they aren’t reviewed on a regular basis, they must at least be reviewed before a position is opened for applicants. Advertising one thing and then really expecting another puts the organization at risk. Irrespective of what position you hold, you need to understand position descriptions beyond your own to be sure that you are working appropriately within the full context of positions, and especially that you are delegating properly.
  9. Position descriptions play an important role in each of the key areas of selecting, developing, and evaluating staff. As already stated, position descriptions must be reviewed before applicants for a position are sought. A set of standard questions should be used with all applicants, and these questions should derive from the position descriptions. The purpose, of course, is that interviewers should be able to garner information that can be compared across candidates to determine the best fit of an applicant with the available position. In developing staff, position descriptions serve to guide the educational efforts. In other words, if an individual is insufficient in performing the expectations of the role, those discrepancies, if educational in nature, form the basis for a remediation program. If these insufficiencies emerge because of changes in a set of position descriptions, the discrepancies form the basis for a reorientation to the role type or program. If an individual is changing positions, differences between the two position descriptions indicate where coaching or professional development needs to be geared. Evaluating staff obviously has to be based on a common understanding of what performances should be. Again, position descriptions form the basis for determining how able an individual is in meeting stated expectations. If, for example, a group of nurses is not meeting a particular expectation, the manager must ask if institutional failure did not make clear what was expected, or if some disincentive to perform the role function was present. The manager should also consider if some change occurred that basically caused the position description to be outdated. Each of these areas requires that the manager be actively engaged in coaching.