Message-ID: <32227183.1075857724686.JavaMail.evans@thyme> Date: Thu, 25 May 2000 10:18:00 -0700 (PDT) From: kay.chapman@enron.com To: sally.beck@enron.com, tim.belden@enron.com, raymond.bowen@enron.com, christopher.calger@enron.com, wes.colwell@enron.com, janet.dietrich@enron.com, jeff.donahue@enron.com, w.duran@enron.com, mark.haedicke@enron.com, gary.hickerson@enron.com, mike.jakubik@enron.com, scott.josey@enron.com, john.lavorato@enron.com, rodney.malcolm@enron.com, george.mcclellan@enron.com, rob.milnthorp@enron.com, julia.murray@enron.com, jere.overdyke@enron.com, david.oxley@enron.com, kevin.presto@enron.com, brian.redmond@enron.com, jeffrey.shankman@enron.com, c.thompson@enron.com, max.yzaguirre@enron.com, james.ajello@enron.com, edward.ondarza@enron.com, vince.kaminski@enron.com, beth.perlman@enron.com, david.delainey@enron.com Subject: Mid-year 2000 Performance Review Process Cc: mike.miller@enron.com, david.parquet@enron.com, marty.sunde@enron.com, dan.leff@enron.com, mark.frevert@enron.com, patti.thompson@enron.com, catherine.dumont@enron.com, marsha.schiller@enron.com, mollie.gustafson@enron.com, shirley.tijerina@enron.com, christy.chapman@enron.com, tina.rode@enron.com, janette.elbertson@enron.com, stella.ely@enron.com, nicole.mayer@enron.com, tonai.lehr@enron.com, kimberly.hillis@enron.com, ana.alcantara@enron.com, yolanda.ford@enron.com, carolyn.george@enron.com, donna.baker@enron.com, rhonna.palmer@enron.com, felicia.doan@enron.com, katherine.benedict@enron.com, barbara.lewis@enron.com, pilar.cerezo@enron.com, terrellyn.parker@enron.com, dusty.paez@enron.com, shirley.crenshaw@enron.com, nicki.daw@enron.com, cherylene.westbrook@enron.com, kay.chapman@enron.com, cindy.skinner@enron.com, carol.moffett@enron.com, stacy.oravec@enron.com Mime-Version: 1.0 Content-Type: text/plain; charset=ANSI_X3.4-1968 Content-Transfer-Encoding: quoted-printable Bcc: mike.miller@enron.com, david.parquet@enron.com, marty.sunde@enron.com, dan.leff@enron.com, mark.frevert@enron.com, patti.thompson@enron.com, catherine.dumont@enron.com, marsha.schiller@enron.com, mollie.gustafson@enron.com, shirley.tijerina@enron.com, christy.chapman@enron.com, tina.rode@enron.com, janette.elbertson@enron.com, stella.ely@enron.com, nicole.mayer@enron.com, tonai.lehr@enron.com, kimberly.hillis@enron.com, ana.alcantara@enron.com, yolanda.ford@enron.com, carolyn.george@enron.com, donna.baker@enron.com, rhonna.palmer@enron.com, felicia.doan@enron.com, katherine.benedict@enron.com, barbara.lewis@enron.com, pilar.cerezo@enron.com, terrellyn.parker@enron.com, dusty.paez@enron.com, shirley.crenshaw@enron.com, nicki.daw@enron.com, cherylene.westbrook@enron.com, kay.chapman@enron.com, cindy.skinner@enron.com, carol.moffett@enron.com, stacy.oravec@enron.com X-From: Kay Chapman X-To: Sally Beck, Tim Belden, Raymond Bowen, Christopher F Calger, Wes Colwell, Janet R Dietrich, Jeff Donahue, W David Duran, Mark E Haedicke, Gary Hickerson, Mike Jakubik, Scott Josey, John J Lavorato, Rodney Malcolm, George McClellan, Rob Milnthorp, Julia Murray, Jere C Overdyke, David Oxley, Kevin M Presto, Brian Redmond, Jeffrey A Shankman, C John Thompson, Max Yzaguirre, James A Ajello, Edward Ondarza, Vince J Kaminski, Beth Perlman, David W Delainey X-cc: Mike J Miller, David Parquet, Marty Sunde, Dan Leff, Mark Frevert, Patti Thompson, Catherine DuMont, Marsha Schiller, Mollie Gustafson, Shirley Tijerina, Christy Chapman, Tina Rode, Janette Elbertson, Stella L Ely, Nicole Mayer, Tonai Lehr, Kimberly Hillis, Ana Alcantara, Yolanda Ford, Carolyn George, Donna Baker, Rhonna Palmer, Felicia Doan, Katherine Benedict, Barbara Lewis, Pilar Cerezo, Terrellyn Parker, Dusty Warren Paez, Shirley Crenshaw, Nicki Daw, Cherylene R Westbrook, Kay Chapman, Cindy Skinner, Carol Moffett, Stacy Oravec X-bcc: X-Folder: \John_Lavorato_Dec2000\Notes Folders\Discussion threads X-Origin: Lavorato-J X-FileName: jlavora.nsf As we move into the Spring/Summer of 2000, it is time to turn our attention= =20 to the performance review process. Mid-year is always busy and we have a= =20 number of important tasks and projects in process. While recognizing this,= =20 it remains extremely important to take time over the next few weeks to gath= er=20 necessary information to provide quality and meaningful feedback for our=20 employees, as well as utilize this information during the year end review= =20 process. In the spirit of One Enron, the Performance Review Process (PRC) will be=20 global for Mid-year 2000. Vice Presidents and above across all operating= =20 companies will be reviewed and discussed in a consistent manner with=20 identical criteria. ENA will review all professional level and above=20 employees. The timeline and training for the midyear process are outlined = at=20 the end of this memo. Your HR Business Consultant is also available to=20 answer questions. With regards to the Global Functions, review sessions will be led by the=20 Global and/or Corporate Functional heads, and will be designed to calibrate= =20 personnel within these areas of expertise. The Global Functional Review=20 Areas include: _ NetWorks/Technology _ Accounting _ RAC _ Finance _ Human Resources _ Public Relations & Reg Affairs=09G. Whalley =09R. Causey =09R. Buy =09A. Fastow =09C. Olson =09S. Kean =20 ENA Mid-Year Process: ENA has received favorable feedback on the review process used for Mid-year= =20 and Year-end 1999, and as such, will follow the same general guidelines and= =20 process for Mid-year 2000. The following are key features of the Mid-year= =20 2000 process: o The focus of the feedback will continue to be on the qualitative aspects,= =20 as opposed to quantitative. Toward this end, communication of the employee= =01,s=20 explicit ranking will be left to the discretion of the business unit manage= r. o Initial discussions with employees regarding their accomplishments, are= =20 highly encouraged, prior to the Business Review Meetings. o Mid-year performance results will be used as baseline performance=20 information for Year-end 2000. o Creation of 3 standard feedback forms for all peer groups. =20 o Standardization of criteria for all peer groups. o Utilization of a consistent 6 gradation rating scale. =20 o All exempt employees will be discussed at Business Review Meetings and=20 placed into one of six categories by peer group. ENA VP's will be pre-rank= ed=20 by the ENA Office of the Chairman and Managing Directors prior to the Enron= =20 PRC. Non-exempt (overtime eligible) employees will be evaluated by their= =20 supervisors and placed into one of the 6 categories. The results of the=20 Business Review Meetings will be the final rankings for exempt employees=20 below VP, subject to ENA Office of the Chairman. o A minimum of two representatives from other functional areas will be=20 required at the Business Review Meetings. The meetings should otherwise be= =20 rescheduled to allow this very important representation to take place. The= =20 nominated individuals are illustrated below. o The top 5 HR priorities/challenges for 2000 should also be agreed to at t= he=20 Business Review Meetings. o Analysts and Associates will be pre-reviewed in a Business Review Meeting= s=20 based on their current rotation, then cross-calibrated at the Enron Global= =20 Analyst and Associate Business Review Meeting. Peer Groups: Commercial Commercial Support Technical Specialized Technical Performance Criteria (for all peer groups): Innovation/Entrepreneurship Communication/Setting Direction Teamwork/Interpersonal Leadership/Vision/Values=20 Business Instinct Analytical/Technical Guidelines: o Use of multiple sources of input is encouraged (employee, peers, direct= =20 reports, internal customers, external customers), as is a self-evaluation o Employees should recommend 5-10 reviewers to Supervisor and Supervisor=20 should select at least three of the employee=01,s recommendations o All feedback must be entered via the Performance Management System locate= d=20 on the intranet o Supervisor should consolidate the feedback, prepare a draft of the=20 Performance Review form and meet with the employee prior to the Business=20 Review meeting o Final feedback to exempt employee follows the July 28th meeting o For VP's & MD's, final feedback follows the Enron Executive Committee=20 Meeting Business Review Meetings / VP Pre-Ranking Committee Meeting=20 Responsibilities / Actions: The following list represents suggested groups and the individuals=20 responsible for each Business Review Meeting. Attendees at the meetings ar= e=20 appropriate Supervisors within the Business Unit. In addition, the Office = of=20 the Chairman requires the attendance of two to three other senior level=20 representatives from other Business Units to add external perspective. Area/Function=09ENA Lead=09Global/Functional Lead*=09Required Non-functiona= l Attendees =09=09=09 COMMERCIAL=09=09=09 =09=09=09 Trading=09Presto=09=09Dietrich =09Shankman=09=09Calger =09Lavorato=09=09Bowen =09McClellan=09=09Ajello =09Hickerson=09=09Delainey =09Belden=09=09 =09=09=09 Origination=09Redmond=09=09Shankman =09Dietrich=09=09McClellan =09Milnthorp=09=09Belden =09Calger=09=09Presto =09Donahue=09=09Delainey =09Bowen=09=09Lavorato =09Ajello=09=09 =09Duran=09=09 =09Ondarza=09=09 =09Malcolm=09=09 =09Overdyke=09=09 =09Thompson/Josey=09=09 =09Yzaguirre=09=09 =09=09=09 Finance(*)=09Jakubik=09Fastow=09 =09=09=09 COMMERCIAL SUPPORT=09=09=09 TECHNICAL =09=09=09 SPECIALIZED TECHNICAL=09=09=09 =09=09=09 Legal=09Haedicke=09=09 Research=09Kaminski=09=09 RAC=09Buy=09=09 Technical=09Miller/Parquet=09=09 =09=09=09 Energy Operations (*)=09Beck=09Causey=09Colwell =09=09=09Oxley =09=09=09 Business Analysis & Reporting/Tax (*)=09Colwell=09Causey=09Beck =09Mintz=09=09 =09=09=09 Human Resources (*)=09Oxley=09Olson=09 =09=09=09 Public Relations (*)=09Palmer=09Kean=09 =09=09=09 NetWorks/Technology (*)=09Perlman=09Whalley/McConnell=09 (*) Note: Global Functional Review meetings to be held for these areas. ENA VP Pre-Ranking Committee: Ray Bowen=09Mark Frevert=09Dan Leff (non ENA rep)=09David Oxley Dave Delainey=09Brian Redmond=09George McClellan=09Mark Haedicke Janet Dietrich=09Julia Murray=09Jeff Shankman=09Gary Hickerson Jeff Donahue=09Jere Overdyke=09Marty Sunde (non ENA rep)=09John Lavorato Outcomes of Business Review Meetings/ VP Pre-Ranking Committee Meetings: o Calibration of employees into six gradations=20 o Promotion nominations below VP o Assessment of the =01&right people in the right jobs=018 o Assessment of gaps for what is needed in the Business Unit (skills,=20 capabilities, training, experience) o Top five HR challenges o Feedback to employees on the results of the meetings, as applicable Timeline PEP System Open for Feedback May 17=20 PEP System Closes for Feedback June 9=20 Feedback Collection/Initial Employee May 17-June 12 Discussions =20 Global Functional Review Meetings June 12-June 16 ENA Business Review Meetings June 12-July 25 ENA VP Pre-Ranking Committee Meeting July 28 Enron Executive Committee meeting July 31-Aug. 1