'-

The Corporation of the City of Windsor

Performance Appraisal and Development Plan for Unionized Employees
PLEASE READ CAREFULLY & COMPLETE ALL APPLICABLE AREAS CONFIDENTIAL
1. EMPLOYEE INFORMATION
Last Name: First Name: Middle Name:
Flacks Dianne
Employee#: Position Title: Service Area/Division: Last hire/rehire/transfer date to this position:
18314 Risk Management Clerk Risk Management February 16, 2016
Evaluation period from: Evaluation period through: Type of performance appraisal
April 26, 2016 February 16, 2017 (if probationary, fill out section 3):
D Probationary D Interim IX! Annual
2. REVIEWER INFORMATION
Last Name: First Name: Middle Name:
Pellerito Rosanna
Employee#: Position Title: Service Area/Division: Length of time employee under your supervision:
13237 Manager of Risk and Risk Management 10 months
Insurance (A)
3. PROBATIONARY PERIOD (to be filled out only if probationary JJerformance annraisal)
Continue probationary period as scheduled? 0Yes 0No
Extend probationary period?
(If yes, contact Human Resources, Employee Relations division and 0Yes 0No
complete the next question) -
If the probationary period is to be extended, indicate a new date for the
next probationary period performance appraisal
Employee is recommended for confirmation in this position? 0Yes 0No
4. JOB SUMMARY
As the reviewer, I have reviewed the attached job summary for this position with the
employee. We have discussed the duties therein, noted, initialed and dated significant changes [gj Yes 0No
and agree on those duties as the basis for this performance appraisal.
5. PERFORMANCE FACTORS
Factors Assessment of Performance
Job Exnectations
JOB UNDERSTANDING:
D Requires improvement
Consider how well this employee understands the requirements of the
D Competent '
[gj Above average
job to which they are assigned.
D Exceptional
Comments:
Dianne has progressed well in her role over the last year. She is very knowledgeable of her job duties and is
quick to learn new thinQs and make necessary changes to improve processes and tasks.
TECHNICAL KNOWLEDGE & SKILLS:
D Requires improvement
Consider how well this employee meets and maintains the technical
D Competent
[gj Above average
knowledge and skills required.
D Exceptional
Comments:
Dianne has had to learn various computer programs very quickly. She is a quick learner and able to work
through problems to find solutions. Dianne has worked on upgrading her computer skills over the last year to
help her improve in her daily tasks.
RESPONSIBILITY: D Requires improvement
Consider how well this employee accepts responsibility. D Competent
[gj Above average
D Exceptional
Comments:
Dianne is willing to take on new tasks and challanges as needed. She portrays initiative and enthusiasm in
her day to day tasks and is not affraid to make mistakes. She accepts responsiblity and takes corrective
action as needed.
INITIATIVE:
D Requires improvement
Consider how well this employee begins an assignment without
D Competent
[gj Above average
direction and recognizes the best way of doing it.
D Exceptional
Comments:
Dianne needs little direction in her role. Over the last year she has taken on the initiative to learn various new
programs, processes and tasks to assist others in the office. Dianne also willingly accepted the task of
covering for the Purchasing clerk while the position was vacant. Dianne is always looking at ways to improve
her job and is willinQ to recommend alternative ways to completing tasks to make her job more efficient.
D Requires improvement
JUDGEMENT: [gj Competent
Consider the ability to analyze information resulting in sound decisions. D Above average
D Exceptional

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May2008
 The Corporation of the City of Windsor
Performance Appraisal and Development Plan for Unionized Employees
PLEASE READ CAREFULLY & COMPLETE ALL APPLICABLE AREAS CONFIDENTIAL
Comments:
Dianne has progressed quickley over the last year and has gained a better understanding of ClearRisk that
allows her to prepare more reports and pull stats to assit with providing her manager information for reports.
Dianne is encouraged to continue to learn additional reporting tools that are avaialble in ClearRisk.

Form#R43
Page 2 of6 May2008
 The Corporation of the City of Windsor
Performance Appraisal and Development Plan for Unionized Employees
PLEASE READ CAREFULLY & COMPLETE ALL APPLICABLE AREAS CONFIDENTIAL
5. PERFORMANCE FACTORS (continued)
Factors Assessment of Performance
Job Expectations
0 Requires improvement
ORGANIZING ABILITY: 0 Competent
Consider employee's effectiveness in organizing their own work. IZJ Above average
0 Exceptional
Comments:
Dianne has demonstrated the ability to prioritize and keep organized and complete tasks on a timely basis.
Dianne is encouraqed to continue to ensure that time senstive payment requests are prioritized accordinqlv.
SAFETY: 0 Requires improvement
Consider the extent to which this employee is aware and applies safety k8J Competent
practices in daily duties. 0 Above average
0 Exceptional
Comments:
Dianne is aware of Health and Safety requirements in her area and is encouraged to discuss any concerns
with her Manager.
0 Requires improvement
TIME MANAGEMENT: 0 Competent
Consider ability to set priorities and make the most of a working day. IZJ Above average
0 Exceptional
Comments:
Dianne is a diligent worker and completes tasks in a timely manner. Dianne is able to manager her workflow
and allocte time based on the priority of the task. During the year end process, Dianne was able to complete
year end functions and reports being requested by her Manager, but also complete her normal day to day
tasks.
QUALITY OF WORK: 0 Requires improvement
Consider volume of acceptable work consistently turned out by this
IZJ Competent
employee. 0 Above average
0 Exceptional
Comments:
Dianne takes pride in her work to ensure accuracy and completeness. Dianne is encouraged to continue to
review her work for errors.
RELIABILITY:
0 Requires improvement
Consider how dependable the employee is in carrying out assignments
0 Competent
conscientiously and with effectiveness.
IZJ Above average
0 Exceptional
Comments:
Dianne has been very reliable in providing her Manager with any reports or statistical information as needed.
Dianne can always be counted on when needed.
UTILIZATION OF RESOURCES:
0 Requires improvement
Consider ability to utilize resources (people, materials, literature,
IZJ Competent
market conditions, etc.).
0 Above average
0 Exceptional
Comments:
Dianne has worked well with others in the department to learn her job duties as well as new job duties that
have been given to her throughout the year. She knows who to contact for assistance when needed and
makes use of manuals where available. Dianne is encouraged to continue to reach out to her co-workers for
assistance or to other departments as needed.
6. COMPETENCIES
NOTE: Please review the Competency Dictionary For Unionized Employees and comment on the employee's performance with regard to the following:
Communications:
Above Average - Dianne speaks clearly and expresses messages concisely in groups and one-on-one
situations. Dianne participates in group discussions at weekly meetings and is always providing suggestions
when asked.
Teamwork:
Above Average - Dianne is definitley a team player. Dianne is always eager to assist when needed to provide
infromation to co-workers when called upon.
Customer service:
Above Average - Dianne understands the urgency she is sometimes faced with to expedite payment requests
for thrid party settlements. Dianne is alwasys willing to go the extra mile to get it done. Dianne along with the
other Risk Management staff were awarded the Exceptional Customer Service Team Award in 2016 in
recognition for their excellent customer service.
Flexibility and adaptability to change:
Exceptional - Dianne is able to move from one task to another with little disruption to her work flow. Dianne is
quick to pick up from where she left off and is able to seamlesslev transition from one task to another
Influence:
Above Average - Dianne is able to communicate her ideas and suggestions to her Manager and other staff
and explain her rationale behind her recommendations.

Page 3 of6 Form#R43

May2008
 The Corporation of the City of Windsor
Performance Appraisal and Development Plan for Unionized Employees
PLEASE READ CAREFULLY & COMPLETE ALL APPLICABLE AREAS CONFIDENTIAL
Resilience:
Competent - Dianne responds calmly to stressful sitiuations and when dealing with various claimants on the
phone. Dianne is able to remain focused on the tasks at hand to ensure the work is completed in a timely
manner.
Results orientation:
Competent - Dianne works hard to overcome obstacles to achieve desired results. She has little difficulty
meeting deadlines and excelled in creating efficienceis to help her achieve her goals. When issues arrise that
are out of Dianne's scope; she reviews the details with her manai::ier.

Form#R43
Page4 of6
May2008
'·•,

The Corporation of the City of Windsor

Performance Appraisal and Development Plan for Unionized Employees
PLEASE READ CAREFULLY & COMPLETE ALL APPLICABLE AREAS .. ········- ------- -······· ... ---- ------ CONFIDENTIAL
- - -
-- -------
-~ --- --

7. PERFORMANCE PLAN (To be completed by employee and reviewer together)

As the reviewer, I have reviewed the applicable sections of the community strategic plan/City
Council strategic priorities with the employee. I have also reviewed the departmental,
[8J Yes 0No
divisional and program objectives. I have communicated with the employee the importance of
their personal performance plan in meeting corporate objectives.
Generally describe the objectives and tasks set for this position during the last review:
Dianne will need to work with the acting manager and hired consultant in preparation for the insurance RFP.
Her proficiency with ClearRisk will increase as will her ability to analyze the relevancy of information she is
pulling ..
Generally summarize the results achieved:
Dianne has worked well with her Manager over the last year, creating customized reports in ClearRisk and
updating files as required. Dianne has also taken on new tasks in her role to assist other memebers in the
department as well as Purchasing.
Describe any notable accomplishments and examples of outstanding service:
Dianne is a hard worker and very competent. Dianne is eager to learn new tasks and expand her knowledge
base. Dianne is a team player and is always eager to help. As the Acting Manager to this department and
fairly new to ClearRisk, Dianne has been a great resource for me in terms of learning how to navigate the.
system and create my own customized reports.
Describe any barriers to achieving the objectives set at the last performance appraisal:
N/A
Describe the objectives and tasks set for the coming period:
Dianne is encouraged to continue to work with ClearRisk to clean up old files. Dianne is also encouraged to
work with the permanent Manager to develop better reports for year end reporting and to assit with developing
a process and procedure to review the status of files as well as reserve balances at year end.
8. DEVELOPMENT PLAN (To be completed by employee and reviewer together)
Describe the employee's strengths:
Dianne is a concientious employee who is reliable and thorough in her work. She takes great pride in the work
she does and ensures the work is completed in a timely manner.
Identify specific areas where further development on the job is required:
Dianne is encouraged to continue to review her job duties for efficiencies and to ensure her work is reviewed
for accurracy and completeness.
List courses taken since last performance appraisal:
Modern Day Minute Taking
CPR/FIRST AID STD NEW TRNG
EMERG RESPONSE MANUAL -400 CH
DEFIBRILLATOR TRAINING
Computer Applications Level 2 - St Clair College
Statistical Concepts - St Clair College
Introduction to Canadian marketing - St Clair College
List desired or suggested courses, seminars, workshops, conventions or other developmental activities:
Dianne is encouraged to take any additional computerized courses as well as any general business courses
through St Clair College that will assisit her in her duties.
Describe the employee's career goals. What role or specific job is the employee interested in?
Dianne is currenlty working towards her Business Diploma. Dianne is happy in her current role but would
entertain advancing within the corporation,
Is the employee currently involved in the Employee Mentoring Program? Ifno, is the employee interested in becoming involved in the Employee
Mentoring Program?
0Yes [gjNo [gj Yes 0No
Describe specific development plans for this employee over the next twelve months:
Dianne will work closely with the Manager during the next year to update files in ClearRisk and to work with
the Actuary to provide information for the SIR actuarial review.

Page 5 of6 Form#R43

May2008
 The Corporation of the City of Windsor
Performance Appraisal and Development Plan for Unionized Employees
PLEASE READ CAREFULLY & COMPLETE ALL APPLICABLE AREAS CONFIDENTIAL
9. ADDITIONAL REVIEWER COMMENTS
It has been a pleasure working with Dianne over the last 10 months. Dianne is very knowledgeable in her role
and brings with her other experiences that have assisted her with the intergration into this role. Dianne has
been a helpful resource to me over the past 10 months and has assisted with many projects along the way.
Dianne is encouraged to continue the great work and continue to learn new tasks. This will help Dianne excel
in her professional and personal life.
10. EMPLOYEE COMMENTS
This position has been very rewarding and challenging. It has encouraged me to pursue professional
development and has ignited my desire to learn new things. The current dynamics of co-workers and
management team have been helpful and have shared their knowledge to allow me to excel in my position. !
look forward to continuing to grow within the department and the corporation.
11. MERIT INCREASE <WHERE APPLICABLE)
Current classification: Current step:
coos 2
Recommended step: Effective date ofrecommended step:
3 February 16, 2017
12. AUTHORIZATION
Date:
This evaluation has been discussed with the employee. l!ZIYesONo March 17, 2017

The employee has been reminded of the Respectful Workplace Policy. IZI Yes 0No

The employee has been reminded of the Conflict of Interest Policy. JXI Yes 0No
Management will rely upon past performance appraisals as one of the measures ofdetermining
promotions, transfers and appointments consistent with the Collective Agreement.
Employee ,Signature:
/~{jj;_ C,vJ-ur--ri 7 _If p'\ {/ ,f
Reviewer'sSignatur~ Date:
(Vla-r1 :;__
Supervisor of Reviewer's Signature: ,,, Date: 1'1·. ,, //
' ' •1 ' ,• 1
/;10,W,_:::?_ e---.-.117
/ /'/V) /hi~
I
Corporate Leadership Team Member's Acknowledgement (if applicable): Date:

CA O's Acknowledgement (if applicable): Date:

Comments:

PLEASE FORWARD TO HUMAN RESOURCES FOR PROCESSING WHEN COMPLETED

The following section is for use by Human Resources only.
Distribution Initials of processor Date:
Organizational Development Coordinator
Recruitment Coordinator
Benefits Coordinator
Employee Docket

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May2008