Performance Expectation Discussion for Social Insurance Administrator (District Manager) GS-104-14 PD#  7B127S

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Interpersonal Skills  (Standard Language for Managers)

*    Serves each customer in a respectful, responsive, and timely manner.
*    Works with the employees and the management team to support a positive work environment.
*    Listens to issues being raised by internal and external customers and co-workers, responds appropriately, and is sensitive to their needs.
*    Keeps management, staff and customers informed of progress on initiatives as well as changes made to goals, objectives and new initiatives. 
*    Works through differences of opinion with others in an objective and constructive manner in order to achieve results while maintaining composure when dealing with difficult people.
*    Assists others in a positive manner, is receptive, and provides needed information to those seeking assistance.
*    Receives guidance, constructive feedback, or other forms of instruction in a positive manner, and is open to discussion of ways to improve. 
*    Communicates with others in a polite and professional manner and preserves their personal dignity in the course of doing business. 
*    Provides information to internal and external customers in an understandable format and courteous manner.
*    Communications should be clear, timely, appropriate to the audience, comprehensive, presented in context, and professionally delivered using the most effective and practical medium (i.e., in-person, e-mail, phone). 

Participation

*    Promotes teamwork and collaboration by establishing a cooperative working relationship with all internal and external customers.
*    Ensures assigned work is completed in a timely manner by effectively managing and supervising subordinates.
*    Identifies the need for and provides assistance and support to coworkers and management. 
*    Demonstrates resourcefulness and flexibility by identifying problems and offering solutions, developing contingency plans, and implementing such plans.
*    Is receptive to and learns new policies and procedures and acts as an agent of change, assisting subordinates and colleagues through the transition.
*    Assists subordinates in resolving the most complex and sensitive customer issues.
*    Actively participates in staff and management meetings.
*    Plans and coordinates local, area and regional initiatives, as necessary. 
*    Contributes to a learning environment by identifying staff training needs, developing detailed training plans, and participating in self-development.
*    Ensures that employees routinely inform customers of available online and automated services and support agency initiatives during contact with the public.
*    Demonstrates initiative by beginning and completing assignments without direction. 
*    Works collaboratively to accomplish assigned tasks and to devise new methods for addressing complex issues.

Demonstrates Job Knowledge

*    Organizes and directs administration of Social Security programs within the service area, providing balanced, effective and efficient service to the public.
*    Acts as a liaison to Congressional Offices, government agencies, employers, institutions, and other service organizations. 
*    Develops and manages a plan to achieve high-quality work products for the service area of the office.
*    Ensures all integrity and security reviews are timely and accurately completed.
*    Takes timely corrective actions based on personal observations, security and/or quality reviews.
*    Makes appropriate fraud referrals to OIG for necessary action.
*    Utilizes all available software and technology appropriately.
*    Maintains current knowledge of SSA programs, procedures and
systems through office training and review of policy and procedural updates, such as daily Policy-Net postings. 
*    Protects the privacy of all customers by adhering to security and disclosure guidelines. 

Achieves Business Results

*    Plans and directs effective administration of capital and human resources for the office.
*    Effectively directs office workloads and other assignments to ensure local, regional, and agency objectives are met.
*    Develops and implements practices to eliminate or reduce inefficiencies and barriers to effective production.
*    Prioritizes responsibilities and exhibits focused effort to manage time in an effective manner.
*    Properly monitors and administers leave to ensure necessary human resources are available to meet business needs and takes corrective action as needed.
*    Properly authorizes overtime, compensatory time, and credit hours and makes appropriate assignments to ensure completion of office and unit workloads. 
*    Manages and directs the work component to ensure daily outcomes are making substantial progress toward strategic goals.
*    Manages and authorizes budget and procurement activities.
*    Provides oversight for PI/PR activities to ensure the public is educated on all Social Security initiatives and programs.
*    Monitors employee responses to customers to ensure timeliness and accuracy. 
*    Provides substantive and timely responses to requests for comments on agency initiatives.
*    Produces written products that are technically accurate, grammatically correct and appropriate for the intended audience. 
*    Ensures all subordinates utilize available workload controls, programmatic software and.

Demonstrates Leadership 

*    Leads by example, conveying positive support for meeting Agency objectives while consistently demonstrating SSA values and ethics.
*    Develops component/office goals and objectives that align with and support the Agency's mission.
*    Establishes clearly defined outcomes, levels of service, and measures of success.
*    Creates and clarifies office policies, procedures, objectives, and priorities with subordinates.
*    Conducts office and component meetings to keep subordinates informed and involved.
*    Monitors office and component workloads throughout the year to assess progress, recognize successes and identify opportunities for improvement.
*    Encourages subordinates to develop competencies through training, formal and informal development programs, and delegated work assignments.
*    Effectively mentors and coaches employees and subordinate management personnel.
*    Promotes employee initiative and independent decision-making when appropriate and provides assistance as needed. 
*    Facilitates discussions, provides guidance, and assures appropriate decisions for problems presented by subordinates.
*    Creates a positive working environment that embraces diversity and fairness and accommodates employee needs.
*    Effectively applies EEO principles and contract provisions and actively supports the Alternative Dispute Resolution process.
*    Hears and resolves complaints and grievances from employees and
groups.
*    Routinely apprises upper-level management, colleagues and
subordinates of significant issues.
*    Directs fair, objective and thorough recruitment and internal
promotion activities as appropriate, interviews and assesses candidates,
checks references, and makes hiring/promotion selections or
recommendations. 
*    Identifies and responds to health, safety and security issues. 
*    Assumes responsibility for direct supervision activities and
expectations in the absence of any other first-line supervisor. 

Manages Performance

*    Oversees performance management of the office using the
Performance Assessment and Communication System (PACS).
*    At the beginning of the appraisal year, effectively communicates
performance elements, standards and expectations according to agency
policy and contractual provisions.
*    Uses the Alignment statement and Service Level Indicators to
link the work contributions of subordinates in order to achieve agency
goals and objectives.
*    Assesses subordinates' performance on an ongoing basis.
*    Provides timely, candid and constructive feedback to employees
that includes both positive contributions and suggests approaches to
improve performance, meet expectations, develop competencies, and
achieve career goals.
*    Serves as a rating/reviewing official and appraises employees
considering individual contributions and initiatives, timeliness and
efficiency, and any unique circumstances that may affect an employee's
performance.
*    Schedules and conducts at least one formal performance
discussion and provides a final performance appraisal to subordinates
within the prescribed timeframes.
*    Encourages employee participation in the performance management
process and responds appropriately to employee needs, recommendations
and requests.
*    Documents appropriate actions on the automated Performance
Assessment and Communication System (PACS) on a timely basis.
*    Manages and recognizes performance in a manner that is
meaningful to individual employees.
*    Takes timely and appropriate actions based on performance
results. 
*    Reviews, initiates and/or approves disciplinary actions when
appropriate.

Sources of information for measuring progress and assessing
contributions include but are not limited to:

*    Available data, workload management reports and measurement
systems including but not limited to:
*    Executive Management Information System (EMIS)
                1    Management Information (MI)
Central
                2    Workload Management Information
(WMI)
                3    Visitor Intake Program (VIP)

*    All available administrative data, reports and systems
including, but not limited to:
*    Integrity Reviews
                1    Official Union Time Tracking
System (OUTTS)
                2    Federal Personnel and Payroll
System (FPPS)
                3    CitiDirect
                4    Travel Manager
                5    Financial Information System
(FIS)

All available feedback from the line manager, review components, and
customers. Participation

*    Promotes teamwork and collaboration by establishing a
cooperative working relationship with all internal and external
customers.
*    Ensures assigned work is completed in a timely manner by
effectively managing and supervising subordinates.
*    Identifies the need for and provides assistance and support to
coworkers and management. 
*    Demonstrates resourcefulness and flexibility by identifying
problems and offering solutions, developing contingency plans, and
implementing such plans.
*    Is receptive to and learns new policies and procedures and acts
as an agent of change, assisting subordinates and colleagues through the
transition.
*    Assists subordinates in resolving the most complex and sensitive
customer issues.
*    Actively participates in staff and management meetings.
*    Plans and coordinates local, area and regional initiatives, as
necessary. 
*    Contributes to a learning environment by identifying staff
training needs, developing detailed training plans, and participating in
self-development.
*    Ensures that employees routinely inform customers of available
online and automated services and support agency initiatives during
contact with the public.
*    Demonstrates initiative by beginning and completing assignments
without direction. 
*    Works collaboratively to accomplish assigned tasks and to devise
new methods for addressing complex issues.

Demonstrates Job Knowledge

*    Organizes and directs administration of Social Security programs
within the service area, providing balanced, effective and efficient
service to the public.
*    Acts as a liaison to Congressional Offices, government agencies,
employers, institutions, and other service organizations. 
*    Develops and manages a plan to achieve high-quality work
products for the service area of the office.
*    Ensures all integrity and security reviews are timely and
accurately completed.
*    Takes timely corrective actions based on personal observations,
security and/or quality reviews.
*    Makes appropriate fraud referrals to OIG for necessary action.
*    Utilizes all available software and technology appropriately.
*    Maintains current knowledge of SSA programs, procedures and
systems through office training and review of policy and procedural
updates, such as daily PolicyNet postings. 
*    Protects the privacy of all customers by adhering to security
and disclosure guidelines. 

Achieves Business Results

*    Plans and directs effective administration of capital and human
resources for the office.
*    Effectively directs office workloads and other assignments to
ensure local, regional, and agency objectives are met.
*    Develops and implements practices to eliminate or reduce
inefficiencies and barriers to effective production.
*    Prioritizes responsibilities and exhibits focused effort to
manage time in an effective manner.
*    Properly monitors and administers leave to ensure necessary
human resources are available to meet business needs and takes
corrective action as needed.
*    Properly authorizes overtime, compensatory time, and credit
hours and makes appropriate assignments to ensure completion of office
and unit workloads. 
*    Manages and directs the work component to ensure daily outcomes
are making substantial progress toward strategic goals.
*    Manages and authorizes budget and procurement activities.
*    Provides oversight for PI/PR activities to ensure the public is
educated on all Social Security initiatives and programs.
*    Monitors employee responses to customers to ensure timeliness
and accuracy. 
*    Provides substantive and timely responses to requests for
comments on agency initiatives.
*    Produces written products that are technically accurate,
grammatically correct and appropriate for the intended audience. 
*    Ensures all subordinates utilize available workload controls,
programmatic software and.

Demonstrates Leadership 

*    Leads by example, conveying positive support for meeting Agency
objectives while consistently demonstrating SSA values and ethics.
*    Develops component/office goals and objectives that align with
and support the Agency's mission.
*    Establishes clearly defined outcomes, levels of service, and
measures of success.
*    Creates and clarifies office policies, procedures, objectives,
and priorities with subordinates.
*    Conducts office and component meetings to keep subordinates
informed and involved.
*    Monitors office and component workloads throughout the year to
assess progress, recognize successes and identify opportunities for
improvement.
*    Encourages subordinates to develop competencies through
training, formal and informal development programs, and delegated work
assignments.
*    Effectively mentors and coaches employees and subordinate
management personnel.
*    Promotes employee initiative and independent decision-making
when appropriate and provides assistance as needed. 
*    Facilitates discussions, provides guidance, and assures
appropriate decisions for problems presented by subordinates.
*    Creates a positive working environment that embraces diversity
and fairness and accommodates employee needs.
*    Effectively applies EEO principles and contract provisions and
actively supports the Alternative Dispute Resolution process.
*    Hears and resolves complaints and grievances from employees and
groups.
*    Routinely apprises upper-level management, colleagues and
subordinates of significant issues.
*    Directs fair, objective and thorough recruitment and internal
promotion activities as appropriate, interviews and assesses candidates,
checks references, and makes hiring/promotion selections or
recommendations. 
*    Identifies and responds to health, safety and security issues. 
*    Assumes responsibility for direct supervision activities and
expectations in the absence of any other first-line supervisor. 

Manages Performance

*    Oversees performance management of the office using the
Performance Assessment and Communication System (PACS).
*    At the beginning of the appraisal year, effectively communicates
performance elements, standards and expectations according to agency
policy and contractual provisions.
*    Uses the Alignment statement and Service Level Indicators to
link the work contributions of subordinates in order to achieve agency
goals and objectives.
*    Assesses subordinates' performance on an ongoing basis.
*    Provides timely, candid and constructive feedback to employees
that includes both positive contributions and suggests approaches to
improve performance, meet expectations, develop competencies, and
achieve career goals.
*    Serves as a rating/reviewing official and appraises employees
considering individual contributions and initiatives, timeliness and
efficiency, and any unique circumstances that may affect an employee's
performance.
*    Schedules and conducts at least one formal performance
discussion and provides a final performance appraisal to subordinates
within the prescribed timeframes.
*    Encourages employee participation in the performance management
process and responds appropriately to employee needs, recommendations
and requests.
*    Documents appropriate actions on the automated Performance
Assessment and Communication System (PACS) on a timely basis.
*    Manages and recognizes performance in a manner that is
meaningful to individual employees.
*    Takes timely and appropriate actions based on performance
results. 
*    Reviews, initiates and/or approves disciplinary actions when
appropriate.

Sources of information for measuring progress and assessing
contributions include but are not limited to:

*    Available data, workload management reports and measurement
systems including but not limited to:
*    Executive Management Information System (EMIS)
                1    Management Information (MI)
Central
                2    Workload Management Information
(WMI)
                3    Visitor Intake Program (VIP)

*    All available administrative data, reports and systems
including, but not limited to:
*    Integrity Reviews
                1    Official Union Time Tracking
System (OUTTS)
                2    Federal Personnel and Payroll
System (FPPS)
                3    CitiDirect
                4    Travel Manager
                5    Financial Information System
(FIS)

*    All available feedback from the line manager, review components,
and customers.
*