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GBS Professional Development

Career Point and Project Assessments


March 2011

2011 IBM Corporation

GBS Professional Development

Key components in managing your career in GBS


Performance Marketability

PBC Project Assessments

Skills and Development Goals

Exec

Band 10
Band 9 Band 8 Band 7 Band 6

Career Progression

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GBS Professional Development

Career Development The Big Picture


INPUT
Personal Business Commitments

OUTCOME
PBC review/rating

Pay

Career & Performance

[Business & Development Goals] 1

Project Assessments2 Contributions to IBM2 Memo to File2

Salary Band
Career Framework Profile

Career Progression
CF Validation
3

Deployment

Expertise Assessment 1,2 CV/Resumes1

PD Tool
(w3)

Prof Marketplace
(w3)

1 Document 2 3

created & stored on w3

Document created in Career Point Document created in Career Framework

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GBS Professional Development

Agenda
Career Point
Navigator / Home Page Your Career Point Summary

Forms

Project Assessments
Basics: Workflow / Sections / Performance Measures Creating a PA: Step by Step Instructions

Working in the PA: Step by Step Instructions

Best Practices, Examples and Resources

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GBS Professional Development

Career Point .....

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GBS Professional Development

Career Point: What is it?

Career Point (CP) is a Lotus Notes application that GBS uses to evaluate employee performance on projects

CP works like a library for Project Assessments and c2i forms: You "check out" documents from db and work offline in your Notes mailbox When you are done, check it in to the db until ready to work on it again.
CP provides different types of forms:

Project Assessment (PA) Memo to File (MTF) Contributions to IBM (c2i) Expertise Assessment (EA)

More about Career Point http://w3.ibm.com/ibm/resource/gbsme_tools.html#cp


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Career Point: Navigator / Home Page


The Career Point Navigator is the first screen that appears when Career Point is opened. To create a Career Point document, select Your Summary

Pay attention to opening prompt of Career Point Periodically, select Install CP Application to ensure you are on the most recent version
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Career Point: Your Career Point Summary


Information displayed in Practitioner Information comes from PD Tool & other HR systems Expand PDF Information to view IBM profession certification details Current, In Moderation and Archived contain an inventory of your Career Point documents

N/A to Cognos employees transferred from SWG but may contain certification info

Expand these sections to view your Career Point documents.


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Career Point: Project Assessments


http://w3.ibm.com/ibm/resource/gbsme_pa.html

Here you will find:


Project Assessment Overview Examples of good Project Assessments Various roles in completing a Project Assessment Links to training and Career Point

5 Things you need to know about Project Assessments (PA):


1. Use it document performance demonstrated on your projects 2. It is a mechanism to receive / deliver on-going feedback throughout the year

3. Key input into annual PBC reviews


4. Create a Project Assessment for every project over 100 hours 5. Have at least 2 Project Assessments per calendar year if long term project (i.e., mid year and year end)
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Career Point: Contributions to IBM (c2i) form

What is it?
Used to document non-project related activities where you made a significant contribution and would like feedback No performance rating; just feedback Not a replacement for a Project Assessment or a Memo To File

Captures contribution in three areas:


Delivering to Client: activities that contribute successfully delivering products, services, and solutions for our clients Developing our People: Activities that contribute to the development of our people

Contributing to IBM: Activities that contribute to GBS or IBM overall

More about Contributions to IBM (c2i) form http://w3.ibm.com/news/w3news/top_stories/2009/11/gbs_c2i.html


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Career Point: Memo To File (MTF)


Stores additional documentation / testimonials you may receive regarding outstanding performance Can be used for internal or client-facing roles This form is not evaluated and not a replacement for a Project Assessment Free text form similar to an email that does not accept attachments TIP: More than 1 testimonial on a project? Put in 1 MTF with unique name and year. Be selective and include notes that differentiate you from peers Click here for more information on how to create a Memo to File.

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Project Assessments .....

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Project Assessments: Workflow / Phases

Practitioner - This is the individual being evaluated. Evaluator The evaluator is the person responsible for assessing performance and/or demonstration of PDF capabilities on a project/account for the defined period. The evaluator is normally the team leader or the project manager of the practitioner Reviewer The reviewer is responsible for reviewing the PA. This could be the practitioners manager. This can be the same person as the Evaluator
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Project Assessments: Sections


Practitioner Information hard coded information; not editable Document Information information inputted by practitioner when document
created. Some fields are editable while the document is A-initiated

Project Assessment Objectives - practitioner describes the project, their role on the project, and their
objectives for assessment period

5 Performance Measures practitioner provides evidence of what they


accomplished on the project

IBMers at our best: Our Competencies no input required; reference only Sign Off Details Evaluator, Reviewer and practitioner comments captured here
throughout document workflow

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Project Assessments: Performance Measures


The following are the 5 performance measures on every PA:

Results eg time management; work products and deliverables; problem-solving/innovation Relationships eg client focus/partnership; teamwork & collaboration; Professional Effectiveness eg communication; resourcefulness; ownership and personal responsibility Leading Others eg collaborative influence; enables performance & growth; develops IBM people & communities

Mandatory performance Measures for all

Mandatory performance Measure for Project Managers


Mandatory performance Measure for Project Managers & People Managers

Business & Financial Management eg financial management; project management; revenue generation

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Project Assessments: Performance Ratings


The following table lists the definitions of the Performance Ratings used on Project Assessments:

Rating
Outstanding Very Good

Definition
Outstanding performance, significantly exceed objectives Very good performance, fully met all and exceeded some objectives Good performance, fully met objectives (In general, most employees fall into this category. Higher ratings must be justified by clear and specific evidence) Has some development needs to meet objectives

Good

Needs Development

Below Expectations

Performance slightly below objectives, requires development

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Project Assessment .....


(Create a PA - Step by Step Instructions)

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Initiate the Project Assessment in your Career Point Summary


1. Within your Career Point Summary, click on Create Doc to create your Project Assessment 2. Select Project Assessment (w/o PDF section) from pop up window 3. Click OK
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Name the Document, Evaluator, Reviewer and Evaluation Period


1. 2. 3. Type in the name of the Project in the Document Name field Select the Evaluator and Reviewer from the People Icon Enter Evaluation Period by using the calendar in the From and To fields

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Begin Process (final step in creating the Project Assessment)


1. 2. 3. 4.
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Select the Begin Process from the top left of the screen Select yourself to send the PA to (unless Evaluator requests that it be sent to him/her first) Click OK Select Yes to save document to repository and sent to you

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Project Assessment .....


(Working in the PA - Step by Step Instructions)

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Receive PA in your Lotus Notes inbox


After you click the Begin Process button, the document is created and sent to your Notes mailbox
Note: The document will be sent to you via the Career Point agent and the subject line will tell you that it is Ready for Input. (Allow 30 minutes to receive the document, but could take longer depending on volume)

When the note arrives in your mail box, open it:


Subject Line

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Launch the PA from the note in your Lotus Notes inbox


You are now ready to input data / evidence in the Project Assessment
1. 2. 3. Click on the Launch Application button in the Notes email document Type in your Lotus Notes password Click OK

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PA Home Page
After Launch Application from Notes, a Welcome page appears with guidance

Tool Bar Tips: Click the Disc icon to save your work Click the House icon to return to Welcome page Click the Question mark icon for Help Click Store doc in Career Point to check in to the db. Go into Your Summary to check out doc.
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Project Assessments: Objectives


The section titled Project Assessment is where you begin to input data. Under the Objectives section you are required to provide a project description, a description of your role and a list of the objectives as discussed with your Evaluator

This is all you need to do at the beginning of assessment period..(check your doc into CP)
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Project Assessments: Add evidence to Performance Measures


When you are ready to have your PA evaluated, check out your PA from your CP summary (you will get a note from Career Point to launch). Add evidence against each of the performance measures.

Ratings can only be selected by Evaluators. You will not be able to edit this section

Use this field to self-assess against the performance measure. You will add evidence to each of the 3-5 performance measures for your role.

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Project Assessments: Performance Measures Guidance


Before you begin documenting your evidence against each performance measure, take a moment to review the definitions for each of the performance ratings by clicking on the button beside each rating

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Sign Off on your PA when you receive it back from your Evaluator
Once the Evaluator has assessed and signed off on your PA, it will be returned to you via Lotus Notes. Review your Evaluators assessment and comments, then click on the Enter Comments & Signoff button

You will be provided with a comments box where you should enter your own final comments, as appropriate. When you are finished, click on the Sign-Off button. This will move your PA to the status of Complete, were it will be stored under the Current section of your CP Summary

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Best Practices, Examples & Resources.....

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Practitioner Role: Steps to Complete Your Project Assessment


Beginning of Project Meet with your Evaluator Discuss the project and your specific role Initiate the PA in Career Point to complete Objectives section: Project Description, Your role on project, Your objectives, the evaluation period TIP: Click the Store doc in CP button once you have documented Objectives so active document is stored in CP instead of your mailbox where it could expire Update the PA if there are any significant changes to Objectives section Ask your Evaluator for some preliminary feedback on your performance to: Continue with good performance Correct weaknesses prior to end of evaluation period

During the Project

End of project (or evaluation period)

Document your achievements against each Performance Measure Submit the PA to your Evaluator while you are still on the Project

Practitioner Role in the Project Assessment http://w3.ibm.com/ibm/resource/gbsme_pa_working.html


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Best Practices for Practitioner


YOU are responsible for initiating and submitting the PA to your Evaluator Agree upon objectives, role, and project description with your Evaluator within the first
two weeks of the project. (Click the Store doc in CP button once you have documented these
things so the active document is stored in Career Point instead of in your mailbox, where it could expire.)

Set SMART objectives:

specific, measurable, achievable, realistic, time-based

Revisit objectives periodically to identify changes (i.e., extra responsibilities) and


document personal accomplishments, linking them to performance measures in the PA

Include relevant and factual information what YOU did and how it was achieved Use past tense action words (i.e., prepared, applied, identified, obtained, etc) as
evidence of what was accomplished

Incorporate names of individuals who can attest to performance within your


documentation, if other than your PA Evaluator or Reviewer

Update CV Wizard & your Expertise Assessment at same time as completing your PA
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Example: Project Description, Role and Objectives


Description, Role & Objectives Project Description: IBM's role is to provide consulting services in the deployment of a custom system to XYC client which includes a new set of business processes. IBM consultants are to provide services to the front office area that included Trading, Scheduling, Credit and Risk management as well as the back office accounting. This project entailed a full lifecycle from Blueprint, Realization, and Implementation and post go-live support phases. There are 110 personnel trained on the system. The custom system is used for all front and back office activities and interfaces with SAP for financials. Individual Role on the Project: As a business analyst, my role is to support activities to the deployment of the custom system and interfaces to and from SAP including documentation, master data set up, testing, training and go live support. After implementation, I am to provide on-going support and business process review List of Objectives: Responsible for high quality deliverables including: Business Process Design (BPD) with Visio Process Flows and narratives, Interface Detail Definitions (IDD) and Extension Detail Definitions (EDD) Validate and provide information for the development of high quality deliverables for the following: end user training materials, integration planning, go-live preparation and updates to the BPD Support go-live and enhancement activities Work as team member of an integrated program group that provides consistent support in a collaborative manner to the client

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Example: Results
Time Management, Work Products and Deliverables, Problem Solving / Innovation Evidence (provided by practitioner) My assigned deliverable was a Deepwater GIL3 IT Information Management Strategy document that would represent a comprehensive technology strategy for all the organizational disciplines that report into this business unit such as drilling, exploration, geological operations, etc. After my initial research, I created a framework that would provide the best fit for DWEP IT and submitted it to the Program Manager to receive buy-in. I worked with the client frequently to confirm the as is state of affairs and developed the to be. Despite my client contact frequent lack of focus and the fact the project went though a recycle in which key project roles were re-named, I continued to build the document. Also, in preparation for the Deepwater File Plan workshops, I contributed to the recommended structure during brainstorming sessions, collected and prepared materials, and jointly developed communications for the industry experts attending the session. At the workshop, I had an active role, serving as scribe and facilitator and followed up with the client as necessary. Evaluation (provided by evaluator) Jane was brought into this project to provide functional knowledge, business analysis and well as experience, maturity and leadership to the client. So far, she has produced very good results in her strategy document and the workshop sessions. Her strategy document will be used by other business units within the client. She also played a key role in the file plan workshop in helping effectively facilitate those sessions to define the work processes that will go into defining the file plan hierarchy for Global Upstream.

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Example: Relationships
Client Focus / Partnerships, Teamwork & Collaboration Evidence (provided by practitioner) At ABC client, I have assisted the Stream Lead, other IBM consultants and the clients employees in various tasks to support the success of the project (including on time go live) as well as to ensure high quality, on-time deliverables. This is demonstrated by the following: Worked closely with the IBM team and client employees to coordinate accurate information regarding procedures Contributed to team cohesion and productivity by being flexible and willing to adapt to various requests Brought a positive attitude to work every day encouraging team members as well Worked and lead team members through complex issues with both the client and IBM team members Developed open and honest relationship with everyone Took over the responsibility as IBM Procurement Team Lead when the current lead left the project Promoted the sharing of ideas and listened to others to facilitate timely and effective deliverables Evaluation (provided by evaluator) I concur with Annes statements above. She has been an excellent team player and working well with her peers. She performed nicely by bringing new team members up to speed on the SAP solution. The client has on several occasions acknowledged that they appreciate working with Anne. She has demonstrated excellent partnering skills and has set an example to get the job done and challenges the client to complete tasks in critical situations.

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Example: Professional Effectiveness


Communication, Resourcefulness, Ownership & Personal Responsibility Evidence (provided by practitioner) There were many challenges at the outset of this project ranging from the physical distance to time zone differences between the US and Manila, to the relative lack of experience of the delivery center team. My efforts helped overcome these challenges and resulted in a steady, consistent and successful process implementation effort. This is shown by:

Sacrificed 4 weekends of my personal time by spending them in Manila during the project
Served as the on-site lead which resulted in key decisions made on the spot or my follow-up with other work stream leads which minimized the bottlenecks Coordinated the interactions and weekly communications (conference calls, web conferences, etc) between Manila process team, the SAP team and another full time resource hired by the client Managed the work efforts of the Manila process team delivery staff to ensure key process flows and desktop procedures were completed by key delivery dates Evaluation (provided by evaluator) Tom is an exceptional team lead. He was able to lead the Manila team both on-site and from the US. This required a tremendous amount of coordination, communication and follow-up. His communication and follow through skills are topnotch. In many instances, little information was available to Tom and he had to develop the processes from scratch. Adding to the complexity, many of the processes were for other countries and contained very specific requirements. Tom had to understand the differences for each country and train the delivery center personnel on all.

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In Summary
It is important to remember that Project Assessments: Are an important communication vehicle between the practitioner and evaluator think of it as a DOU which establishes expectations and is confirmation of how you well you did Allows evaluators to provide constructive & timely feedback to practitioners on their project performance Are inputs to support PBC review Are always accessible.you can retrieve your documents through career point so you always have a history of what you have done

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Resources
Documentation in the HELP view of the Career Point database and in the PA application GBS & Me Global: Project Assessments Index Page http://w3.ibm.com/ibm/resource/gbsme_pa.html Quick Views, Project Assessment Examples, Training GBS & Me Global: Project Assessments Writing an Effective PA Quick View http://w3.ibm.com/ibm/resource/gbsme_pa_writing_overview.html GBS-US PD Calls: http://w3.ibm.com/ibm/resource/gbsme_us_calls.html Practitioners: Writing an Effective PA (step by step instructions)

Evaluators: Writing an Effective PA


GBS & Me Global: PBC & Project Assessments Quick View http://w3.ibm.com/ibm/resource/gbsme_pa_pbc.html Inquires regarding Professional Development can be sent to: US & Canada: PD Help/Dallas/IBM Career Point Technical Help Click on the Submit Question button on your CP Summary Same as sending note to Career Point Support/Tulsa/IBM
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Contact Career Point Support/Tulsa/IBM for technical help


General Use the Submit Question button or write to Career Point/Support/Tulsa/IBM Do not copy PD Help/Dallas/IBM Include exact name of Career Point document in email Only named individuals on a document should contact CP Support

Response & Follow-up

Response time is a 3 business day turnaround Practitioner initiating issue will receive a system generated note with ticket number and phone number Call CP Support only with a ticket number Refrain from sending multiple inquiries on status as it clogs the queue. If need to check status via email, include ticket number in subject line If Level 1 unable to resolve, they will escalate to their Level 2 technical support or PD Help/Dallas/IBM Lost email in Lotus Notes inbox to launch CP document Document deletion requests (only documents in A-initiated will be deleted; others archived) Errors received while processing documents Evaluator / Reviewer left IBM and Project Assessment checked out to them (include document name and Lotus Notes id of replacement
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Typical Issues

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Questions

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2011 IBM Corporation