HomeMy WebLinkAboutPR 602 HR - Performance Appraisal And Supervision For Professional Growth Of Teachers
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PROCEDURE PR.602.HR
TITLE: PERFORMANCE APPRAISAL AND SUPERVISION FOR
PROFESSIONAL GROWTH OF TEACHERS
Date issued: November 1999
Last revised: 08 April 2008
Authorization: Senior Staff: 01 September 1999
1.0 OBJECTIVE
The purpose of this procedure is to:
1.1 ensure that students receive an education of the highest quality;
1.2 create a shared understanding of the Board’s standards of high quality teaching which
are based on the College of Teachers’ Standards of Practice and Teacher
Competencies contained in the Schedule to Regulation 99/02;
1.3 provide teachers with an opportunity to reflect on high quality teaching and to provide
teachers with meaningful feedback while generating professional dialogue;
1.4 support and promote ongoing professional growth;
1.5 support and promote ongoing professional growth;
1.6 provide a process for assistance and additional support for those whose performance is
not satisfactory;
1.7 provide for fair, effective and consistent teacher evaluation in every school; and
1.8 ensure that the Ottawa-Carleton District School Board is in compliance with the
legislative requirements related to performance appraisals of teachers, specifically, Part
X.2 “Teacher Performance Appraisal” of the Education Act, Ontario Regulation 98/02
and 99/02.
2.0 DEFINITIONS
In this procedure,
2.1 Supervision is an on-going developmental process directed toward improved
performance and job satisfaction. It is formative in nature. Its prime function is
supervisory as compared with the administrative function of summative evaluation. Its
focus is on change or making a process or operation more effective as it progresses.
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2.2 Evaluation occurs when an evaluator ‘sums up’ by commenting on some aspect or
aspects of an individual’s work as observed over a period of time based on multi-source
data. The chief function of evaluation is to indicate the evaluator’s overall perception of
an individual’s work or performance as clearly as possible. Thus, a summative report is
a formal acknowledgment of the quality of one’s work. Summative reports summarize
changes and accomplishments in connection with the improvement of program and
instruction.
2.3 Professional growth is defined as an on-going process designed solely for the
development and improvement of an individual's performance. This process is
characterized by an emphasis on self -evaluation, goal-setting, accompanying
strategies, measures of success, constructive feedback and self -directed learning. All
these components require an atmosphere of mutual trust and respect.
2.4 New Teacher means all teachers certified by the Ontario College of Teachers including
teachers trained out-of-province who have been hired into permanent positions (full-time
or part-time) to begin teaching for the first time in Ontario. Teachers are considered
“new” until they successfully complete the New Teacher Induction Program or, subject
to any extension provided for in the regulations, when 24 months have elapsed since
the date on which they first began to teach for the Board.
2.5 New Teacher Induction Program (NTIP) means a new teacher induction program
which contains the following elements (a) an orientation for new teachers (b) mentoring
for new teachers (3) professional development and training appropriate for ne w
teachers (4) such other elements as are prescribed by regulation. This program shall
be offered to each new teacher for the 12 months that follow the date on which the
teacher first begins to teach for the Board. The new teacher shall continue to be
offered the program for a second 12-month period if the teacher does not successfully
complete the program in the first 12-month period. A new teacher successfully
completes the program when he or she receives two satisfactory ratings in performance
appraisals no later than 24 months following the day on which the teacher first begins to
teach for the Board in a permanent position, subject to any extensions provided for in
the regulations (e.g., up to 90 school days). The Board may, at its discretion, off er the
NTIP to non-permanent first-year teachers such as long-term occasional teachers. If
those teachers subsequently start a permanent contract position, the principal may take
their previous participation into account when determining which induction e lements are
appropriate.
2.6 New Teaching Period means the 24 month period that follows the day on which the
teacher first begins to teach for a board, other than that as an occasional teacher.
2.7 Experienced Teacher means a teacher who is (a) employed by the Board in a
permanent contract position and (b) a member of the elementary or secondary school
teachers’ bargaining unit and (c) has successfully completed the New Teacher Induction
Program or, subject to any extension provided for in the regulations, his or her 24-month
new teaching period has elapsed. Experienced teacher does not include an occasional
teacher, a continuing education teacher, a supervisory officer, a principal, or a vice-
principal.
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3.0 RESPONSIBILITY
3.1 The school principal is responsible for the supervision of teachers. The principal may
delegate responsibility for conducting one or more performance appraisals to a vice-
principal. (Note: This does not include an administrative designate or acting vice -
principal/principal where the person is still a member of their respective teachers’
bargaining unit).
3.2 A duty or power of a principal under this procedure shall be performed or exercised by
the appropriate superintendent where:
a) the principal and the superintendent agree that the superintendent shall perform
the duty or exercise the power; or
b) the superintendent is of the opinion that the principal is unable to perform the
duty or exercise the power in a timely way because of absence or for some other
reason.
4.0 PROCEDURE
Underlying Principles
4.1 Supervision for teachers means encouragement toward improvement of instruction,
which is the most important single aspect of the supervisor’s role.
4.2 The Supervision for Growth Process is based on the belief that teachers are motivated
towards on-going improvement of instruction and the delivery of high quality educational
experiences for each student.
4.3 The process is also based on the belief that the principal, who is responsible for the
supervision and evaluation of the performance of teachers, should facilitate and support
professional growth as outlined in the learning plans of those under his or her
supervision. Appropriate supervisory practices and participation of staff in professional
growth planning will enhance this development process.
Pre-Hiring Requirement
4.4 Prior to making an offer of employment to a teacher who has been employed by another
school board(s), the principal must contact the last board that employed the teacher
regarding the teacher’s previous performance appraisals.
New Teacher Experienced Teacher
For a teacher who is considered a new
teacher, the principal must request the
following:
a) information about the elements of the
new teacher induction program that
the teacher was required to
participate in at the board;
b) copies of the teacher’s performance
appraisal conducted by the board;
For a teacher who is no longer
considered a New Teacher, the
principal must request the following:
a) if either of the last two performance
appraisals resulted in an
unsatisfactory rating, copies of the
last two performance appraisal
documents, and all documents relied
on in conducting the appraisals;
b) copies of any documents relating to
the termination of the teacher’s
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New Teacher Experienced Teacher
c) copies of all documents relied on in
conducting performance appraisals;
d) copies of any enrichment plan or
improvement plan;
e) copies of any documents relating to
the termination of the employment of
the teacher or to a recommendation
for the termination of the employment
of the teacher that are in the
possession of the board and that, in
the opinion of the board, may be
relevant to the decision of the
requesting board; and
f) copies of any documents relating to
resignation by the teacher while on
review status that are in the
possession of the board and that, in
the opinion of the board, may be
relevant to the decision of the
requesting board.
employment, or to a recommendation
for termination of the teacher’s
employment, that, in the opinion of
the previous board, may be relevant
to the OCDSB’s potential hiring
decision; and
c) copies of any documents relating to
the teacher’s resignation while on
review status that, in the opinion of
the previous board, may be relevant
to the OCDSB’s potential hiring
decision.
EVALUATION REQUIREMENTS
4.5 Principals are responsible for ensuring that the applicable evaluation requirements are
met for new and experienced teachers.
New Teacher Experienced Teacher
New hires, who meet the definition of
New Teachers, will be evaluated twice
in the first 12-month period, after they
begin teaching in accordance with the
procedures established under the
Education Act for new teachers. If a
teacher is teaching in only one semester,
the appraisals must be conducted in that
semester.
New hires, who do not meet the
definition of New Teachers, shall be
considered as experienced teachers and
be evaluated as such at least once in
the first 12 months after they begin
teaching in accordance with the
procedures established under the
Education Act for experienced teachers.
The first and second appraisals can be
conducted at such intervals as the
principal considers appropriate.
Additional appraisals are required if
an appraisal in the first year results in
a performance rating that is not
satisfactory.
Once a new hire has successfully
completed his/her first evaluation year
(e.g., initial 12 months of employment),
each subsequent evaluation year, as
long as the teacher continues in the
employ of the Board, must be preceded
by four years that are not evaluation
years (“five-year cycle”).
The principal assigned to the school to
which a new teacher is assigned shall,
as soon as possible after the new
teacher first begins to teach,
During the evaluation year, the
experienced teacher must receive at
least one performance appraisal. If a
teacher is teaching in only one semester,
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New Teacher Experienced Teacher
determine which elements of the new
teacher induction program offered by the
board are appropriate for that teacher to
participate in and inform the teacher of
that determination. The principal shall
take a teacher’s participation in the new
teacher induction program into account
when conducting the performance
appraisal(s).
the appraisal must be conducted in that
semester.
A new teacher who successfully
completes the NTIP program (e.g., two
satisfactory ratings no later than 24
months following the day on which the
teacher first begins to teach for the board
in a permanent position) shall move to a
five-year cycle as noted above for
experienced teachers.
Additional performance appraisals
may be conducted during a non-
evaluation year, using the same process
used during an evaluation year, if the
principal considers it advisable to do
so in light of circumstances relating
to the teacher’s performance. The
decision to conduct an additional
appraisal may be made at any time
during the school year. If an additional
appraisal results in an unsatisfactory
rating, the timelines and process as
outlined for unsatisfactory ratings will
apply.
A teacher may request an additional
performance appraisal during a non-
evaluation year. The principal may
refuse the request if, in the principal’s
opinion, the additional performance
appraisal is unlikely to result in
improvement in the teacher’s
performance.
An additional appraisal does not
impact on the evaluation cycle.
ANNUAL LEARNING PLANS (ALP) FOR EXPERIENCED TEACHERS ONLY:
4.6 In consultation with their principal, experienced teachers are required to develop an ALP
each year that includes their professional growth goals, as well as their proposed action
plan with timelines for achieving those goals. The growth goals and strategies identified
by the teacher should be relevant to his or her professional needs and focus on
improving his or her teaching practice and student learning.
4.7 Teachers who move from the new teacher’s appraisal process to the experienced
teacher’s appraisal process must develop an ALP in their first year as an experienced
teacher.
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4.8 Each year, teachers in consultation with their principal are required to review and
update, as necessary, their ALP. This review and update must take into account the
teacher’s learning and growth over the year, as well as the professional growth goals
and strategies recommended through the summative report of the teacher’s most recent
performance appraisal.
4.9 Experienced teachers are encouraged to gather parent and student input to inform the
review and update of their ALP each year.
4.10 In an evaluation year, teachers must review and update their ALP in a meeting with their
principal as part of the performance appraisal process. The pre-observation and post-
observation meetings provide opportunities for this review and update to take place.
4.11 In the non-evaluation years, a meeting is not required but is recommended. If at any
time during these years the teacher or principal requests a meeting to discuss the ALP,
then a meeting shall take place.
4.12 The teacher and the principal must both sign the teacher’s ALP each year and retain a
copy for their records. Under certain circumstances, the duties of the principal as
outlined above may be delegated to a vice-principal in the same school or to an
appropriate supervisory officer.
LEAVES
4.13 The following periods of leave are excluded from the performance appraisal schedule.
New Teacher Experienced Teacher
A teacher’s new teaching period excludes
the following periods of time:
In calculating the five-year cycle, the
following periods of time are excluded:
a) A period during which the teacher
does not teach at any time in a
school governed by the board.
a) A period during which the teacher
does not teach at any time in a
school governed by the board.
b) A period during which the teacher
is on an extended leave that has
been approved by the board.
b) A period during which the teacher is
on an extended leave that has been
approved by the board.
c) A period when the teacher is on
secondment to a non-teaching
position or to a teaching position
outside the Ontario public
education system.
c) A period during which the teacher is
on secondment to a non-teaching
position, or to a teaching position
outside the Ontario public education
system.
If a teacher is on an extended leave
during all or part of a year that is
scheduled as an evaluation year, any
performance appraisal that would
otherwise be carried out during that period
must be conducted within 60 school days
after the teacher returns.
The calculation of the five-year cycle
resumes on termination of the leave or
secondment.
If a teacher is on an extended leave
during all or part of a year that is
scheduled as an evaluation year, any
performance appraisal that would
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New Teacher Experienced Teacher
otherwise be carried out during that
period must be conducted within 60
school days* after the teacher returns. (*
In exceptional circumstances, and
following consultation with Human
Resources, consideration will be given
to an extension of the 60 days.)
SECONDMENTS
4.14 The following rules apply to teachers on secondment with respect to their performance
appraisal schedule.
New Teacher Experienced Teacher
The following rules apply to every new
teacher who is seconded to a teaching
position in the Ontario public education
system during his or her new teaching
period:
If a teacher is seconded to a teaching
position in the Ontario public education
system at any time during the five-year
cycle, the following rules apply:
a) The secondment does not affect the
performance appraisal schedule for
new teachers.
a) The year that is scheduled as an
evaluation year for the teacher during
the cycle does not change.
b) The board must advise the seconding
board of the teacher’s position within
the teacher’s new teaching period.
b) The board must advise the seconding
board of the teacher’s position within the
teacher’s five-year cycle.
c) The seconding board must ensure that
all performance appraisals required
during the secondment period are
carried out.
c) The seconding board must ensure
that all performance appraisals required
during the secondment period are carried
out.
d) If a performance appraisal carried out
while a teacher is seconded to another
board results in an overall
performance rating that is not
satisfactory, the secondment
agreement is terminated, the
performance appraisal is deemed not
to have been conducted except for the
purposes of terminating the
secondment, the teacher resumes the
position in his or her new teaching
period that the teacher was in when
he or she began the secondment and
the 24-month period commences
running from that position on the
termination of the secondment
agreement, and the board must
conduct a performance appraisal
within 60 days of the teacher’s return
to the board.
d) If a performance appraisal carried
out while a teacher is seconded to
another board results in an
unsatisfactory overall performance
rating, the secondment agreement is
terminated, the performance appraisal is
deemed not to have been conducted
except for the purposes of terminating the
secondment, the teacher’s five-year
cycle recommenced, with the first year
designated as the evaluation year, and
the board must conduct a performance
appraisal within 60 days of the teacher’s
return to the board.
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APPRAISAL PROCESS
4.15 Principals and vice-principals must use the Board’s electronic Teacher Performance
Appraisal program for monitoring and completion of new and experienced teacher
appraisals at their school. Summative reports must be completed within the TPA
program and a signed copy submitted to Human Resources prior to the end of the
school year.
4.16 Missed Timelines: If a step or process is not completed within the timelines provided for
in the procedure, the step or process must be completed by the appropriate person as
soon as possible thereafter, and timelines for all succeeding steps must be calculated
from the time the last step of the process was actually completed.
4.17 Records Retention: Records required to be made under this procedure must be
retained for a period of at least six years from the date of the summative report of the
performance appraisal to which the record relates. This includes retention of all
prescribed Ministry of Education forms, as well as other records relied on by the
principal in the completion of the summative report.
4.18 All performance appraisals must include the following steps.
New Teacher Experienced Teacher
The principal must conduct the first
performance appraisal in the first 12-
month period following the new teacher
being hired with the Board.
Within 20 days after a teacher
commences teaching in a year that is
scheduled as an evaluation year, the
principal shall notify the teacher that the
teacher will be evaluated that year.
The principal shall assign a satisfactory
or development needed rating to a new
teacher, based on the results of the first
performance appraisal.
The principal shall assign a satisfactory
or unsatisfactory rating to an
experienced teacher based on the results
of the performance appraisal.
The teacher must be evaluated with
respect to the 8 competencies (3
domains) identified in Schedule 11 of the
Act and other competencies as may be
provided by the Board.
The teacher must be evaluated with
respect to the 16 competencies (5
domains) identified in Schedule 1 of the
Act and other competencies as may be
provided by the Board.
All performance appraisals must include
the following steps:
All performance appraisals must include
the following steps:
a) a meeting between the principal and
the teacher in preparation for a
classroom observation of the teacher;
a) a meeting between the principal and
the teacher in preparation for a
classroom observation of the teacher
and to review the teacher’s current
learning plan;
b) classroom observation to evaluate the
teacher’s competencies; including a
determination by the principal of
whether the teacher has the
knowledge and is employing the
practices described in the Act;
b) classroom observation to evaluate the
teacher’s competencies; including a
determination by the principal of
whether the teacher has the
knowledge and is employing the
practices described in the Act;
c) a meeting between the principal and
the teacher after the classroom
observation to:
c) a meeting between the principal and
the teacher after the classroom
observation to:
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New Teacher Experienced Teacher
review the results of the classroom
observation;
discuss other information relevant
to the principal’s evaluation of the
teacher’s competencies;
discuss the teacher’s
participation in the new teacher
induction program;
review the results of the classroom
observation;
discuss other information relevant to
the principal’s evaluation of the
teacher’s competencies;
finalize the teacher’s learning plan
for the current year;
d) preparation by the principal of a
summative report of the performance
appraisal containing the principal’s
evaluation, overall performance rating,
and explanation for the rating of the
teacher;
d) preparation by the principal of a
summative report of the performance
appraisal containing the principal’s
evaluation, overall performance rating,
and explanation for the rating of the
teacher;
e) a copy to the teacher of the
summative report, signed by the
principal, within 20 school days after
the classroom observation; with
subsequent signature by the teacher
to acknowledge receipt of the
summative;
e) a copy to the teacher of the
summative report, signed by the
principal, within 20 school days after
the classroom observation; with
subsequent signature by the teacher
to acknowledge receipt of the
summative;
f) submission of the completed
summative report to the appropriate
Human Resources Officer (who will
obtain the superintendent’s signature
of approval) and subsequent retention
in the teacher’s human resources file.
f) submission of the completed
summative report and the teacher’s
learning plan for the year to the
appropriate Human Resources Officer
(who will obtain the superintendent’s
signature of approval) and subsequent
retention in the teacher’s human
resources file.
4.19 Where a performance appraisal results in a Satisfactory Rating, the principal must
take the following steps.
New Teacher
(Satisfactory Rating)
Experienced Teacher
(Satisfactory Rating)
Following a performance appraisal that
results in a satisfactory rating, the
principal must develop growth
strategies for the teacher reflecting the
outcomes of the appraisal. In
developing the growth strategies, the
principal must seek input from the
teacher. The growth strategies must be
described in the summative report.
Following a performance appraisal that
results in a satisfactory rating, the
principal must recommend
professional growth goals and
strategies for the teacher to take into
account in developing, reviewing and
updating his or her Annual Learning
Plan each year. The principal may also
provide further feedback on the
strengths and possible areas of growth
for the teacher.
Where the New Teacher has
accumulated two satisfactory
appraisal ratings at any time during the
The next evaluation year for the teacher
must take place after four non-
evaluation years (five-year cycle).
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New Teacher
(Satisfactory Rating)
Experienced Teacher
(Satisfactory Rating)
first 24-month period after he or she
begins teaching, the new teacher has
successfully completed the New Teacher
Induction Program.
Principals must sign the Individual NTIP
Strategy form and forward a copy to the
appropriate Human Resources Officer
who will subsequently submit the names
of new teachers eligible for NTIP notation
via the employer portal on the Ontario
College of Teacher’s website (within 60
calendar days from the time of
completion).
The Ontario College of Teacher’s
Registrar shall, within 60 calendar days of
receiving notice that the teacher has
successfully completed the NTIP, note
this fact on the teacher’s Certificate of
Qualification and on the College’s
public register. Teachers will be
informed by OCT that the notation has
been added to the public register.
4.20 Where a performance appraisal results in a Development Needed/Unsatisfactory
Rating, the principal must take the following steps:
New Teacher
(Development Needed Rating)
Experienced Teacher
(Unsatisfactory Rating)
Where the appraisal rating is
development needed, additional
requirements must be met to ensure the
teacher receives support, guidance and
monitoring necessary to enable the
teacher to improve his/her performance
within a given period. The process
begins after the principal determines that
the appraisal has resulted in a
development needed rating.
Where the appraisal rating is
unsatisfactory, additional requirements
must be met to ensure the teacher
receives support, guidance and
monitoring necessary to enable the
teacher to improve his/her performance
within a given period. The process
begins after the principal determines that
the appraisal has resulted in an
unsatisfactory rating.
Within 15 school days of determining the
development needed rating (either the
first or second appraisal), the principal
must:
Within 15 school days of the principal
determining the unsatisfactory rating,
the principal must:
a) give the teacher written notice of the
development needed rating and
explain the reasons for the rating;
a) give the teacher written notice of the
unsatisfactory rating and explain the
reasons for the rating;
b) explain to the teacher what is lacking
in the teacher’s performance;
b) explain to the teacher what is lacking
in the teacher’s performance;
c) explain to the teacher what is c) explain to the teacher what is expected
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New Teacher
(Development Needed Rating)
Experienced Teacher
(Unsatisfactory Rating)
expected of the teacher in areas in
which his/her performance is lacking;
of the teacher in areas in which his/her
performance is lacking;
d) determine which elements of the New
Teacher Induction Program offered by
the Board are appropriate for the
teacher to participate in to improve his
or her performance and develop an
Enrichment Plan based on
participation in those elements, taking
the teacher’s input into account;
d) recommend steps and actions that
the teacher should take to improve
his/her performance, taking the
teacher’s input into account;
e) provide the teacher and the
appropriate supervisory officer with a
copy of the summative report;
e) provide the teacher and the
appropriate supervisory officer with a
copy of the summative report;
f) provide the teacher and the
appropriate supervisory officer with a
brief summary in writing of the
explanations for the rating, what is
lacking and what is expected of the
teacher in the areas where
performance is lacking; and
f) provide the teacher and the
appropriate supervisory officer with a
brief summary in writing of the
explanations for the rating, what is
lacking and what is expected of the
teacher in the areas where
performance is lacking; and
g) provide the teacher and the
appropriate supervisory officer with an
Enrichment Plan that may include
additional orientation, additional
mentoring days, and/or additional
professional development.
g) provide the teacher and the
appropriate supervisory officer with an
Improvement Plan that includes the
steps and actions that the teacher
should take to improve his or her
performance. It is the teacher’s
responsibility to take the necessary
steps provided for in the Improvement
Plan.
If the development needed rating was
determined as part of the first
appraisal, the subsequent appraisal must
be completed within the first 12 months of
teaching.
If the development needed rating was
determined as part of the second
appraisal, the subsequent appraisal must
be completed within 120 school days
from the beginning of the second 12
month period, taking into consideration
time allowed for the teacher to participate
in the enriched supports.
Within 60 school days of the initial
notice to the teacher of the unsatisfactory
rating, the principal must complete
another performance appraisal. In
determining the timing of the second
appraisal, the principal must balance the
desirability of giving the teacher a
reasonable opportunity to improve his or
her performance against the responsibility
of providing students with quality
education.
Where the subsequent appraisal rating
is satisfactory, the same process
applies as outlined above in 10.5. If this
is the second satisfactory rating, the
formal performance appraisal is
Where the subsequent appraisal rating
is satisfactory, the same process
applies as outlined above in 10.5.
Because it has resulted in a positive
outcome, this subsequent appraisal
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New Teacher
(Development Needed Rating)
Experienced Teacher
(Unsatisfactory Rating)
complete. If this is the first satisfactory
rating, a third appraisal is required and
will take place within 120 school days
from the beginning of the second 12-
month period.
(whether it is the second or third)
completes the formal performance
appraisal of the teacher in his or her
evaluation year.
Where the subsequent appraisal rating
is unsatisfactory, the teacher will be
placed on review status and the
procedures set out for teachers who are
on review must be followed.
Where the subsequent appraisal rating
is unsatisfactory, resulting in the
teacher having received two
consecutive unsatisfactory appraisal
ratings, the teacher will be placed on
review status and the procedures set out
below for teachers who are on review
must be followed.
ON REVIEW STATUS:
4.21 A teacher who is on review status shall be advised of his/her right to have assistance
and representation from the appropriate Federation at every step in the under review
process.
4.22 Where a teacher resigns his/her employment while on review status, the secretary of
the board must promptly file a complaint with the Ontario College of Teachers regarding
the conduct or actions of the teacher that relate to the teacher having been placed on
review status.
New Teacher
(Review Status)
Experienced Teacher
(Review Status)
A teacher is put on review status when
he or she receives a first unsatisfactory
rating. Whenever a teacher is on review
status, the principal shall:
A teacher is put on review status when
he or she receives two consecutive
unsatisfactory ratings Whenever a
teacher is on review status, the principal
shall:
a) implement the Improvement Plan;
b) monitor the teacher’s performance; a) monitor the teacher’s performance;
c) consult regularly with the supervisory
officer regarding the teacher’s
performance and steps that can be
taken to improve it, unless the
supervisory officer is carrying out the
functions of the principal, in which
case no consultation is required;
b) consult regularly with the supervisory
officer regarding the teacher’s
performance and steps that can be
taken to improve it, unless the
supervisory officer is carrying out the
functions of the principal, in which
case no consultation is required;
d) provide feedback and
recommendations to the teacher that
the principal considers might help the
teacher improve his or her
performance.
c) provide feedback and
recommendations to the teacher that
the principal considers might help the
teacher improve his or her
performance.
Within 15 school days of determining that
a teacher will be receiving an
unsatisfactory rating on a performance
Within 15 school days of determining that
a teacher will be receiving the second
consecutive unsatisfactory rating, the
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New Teacher
(Review Status)
Experienced Teacher
(Review Status)
appraisal, the principal will: principal will:
a) arrange a meeting between the
principal, the teacher and the
appropriate superintendent with
responsibility for schools. The teacher
shall be advised prior to the meeting
that he/she has the right to be
accompanied by a representative of
the Federation;
a) arrange a meeting between the
principal, the teacher and the
appropriate superintendent with
responsibility for schools. The teacher
shall be advised prior to the meeting
that he/she has the right to be
accompanied by a representative of
the Federation;
b) at the meeting, provide the teacher
with written notice of the unsatisfactory
rating, written notice that he/she is
being placed on review status, and a
copy of this procedure;
b) at the meeting, provide the teacher
with written notice of the unsatisfactory
rating, written notice that he/she is
being placed on review status, and a
copy of this procedure;
c) explain the reasons for the
unsatisfactory rating, including what is
lacking in his/her performance and
expectations for improvement in each
area;
c) explain the reasons for the
unsatisfactory rating, including what is
lacking in his/her performance and
expectations for improvement in each
area;
d) explain to the teacher the ways, if any,
in which his/her performance has
changed since the previous appraisal;
d) explain to the teacher the ways, if any,
in which his/her performance has
changed since the previous appraisal;
e) seek input from the teacher as to what
steps and actions could help the
teacher improve his/her performance;
e) seek input from the teacher as to what
steps and actions could help the
teacher improve his/her performance;
f) provide the appropriate
superintendent and the teacher with
copies of the summative report and all
documents relied on in conducting the
performance appraisal;
f) provide the appropriate
superintendent and the teacher with
copies of the summative report and all
documents relied on in conducting the
performance appraisal;
g) consult with the appropriate
superintendent with respect to the
teacher’s Improvement Plan;
g) consult with the appropriate
superintendent with respect to the
teacher’s Improvement Plan;
h) prepare a written Improvement Plan
for the teacher, setting out steps and
actions that the teacher should take to
improve his/her performance, taking
into account the teacher’s input, as
well as suggested resources and
support services available to the
teacher to assist in improving
performance;
h) prepare a written Improvement Plan
for the teacher, setting out steps and
actions that the teacher should take to
improve his/her performance, taking
into account the teacher’s input, as
well as suggested resources and
support services available to the
teacher to assist in improving
performance;
i) provide the teacher and the
appropriate supervisory officer with a
copy of the summative report, all
documents relied on in conducting the
performance appraisal, a brief written
summary of the explanations, and a
i) provide the teacher and the
appropriate supervisory officer with
copies of the written Improvement
Plan.
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New Teacher
(Review Status)
Experienced Teacher
(Review Status)
copy of the written Improvement Plan.
Within 120 school days (the “review
period”) of advising the teacher that
he/she is on review status (but no later
than 24 months after the teacher
begins teaching if a new teacher), the
principal must complete another
performance appraisal. The timing of the
performance appraisal is at the discretion
of the principal and supervisory officer, in
consultation with the supervisory officer
responsible for human resources, or
designate.
Within 120 school days (the “review
period”) of advising the teacher that
he/she is on review status the principal
must complete another performance
appraisal. The timing of the performance
appraisal is at the discretion of the
principal and supervisory officer, in
consultation with the supervisory officer
responsible for human resources, or
designate.
During the review period, the principal
will continue to monitor the teacher’s
performance, consult regularly with the
supervisory officer regarding the
teacher’s performance and the steps that
could be taken to improve it, and provide
feedback and recommendations to the
teacher that the principal considers might
help the teacher improve his/her
performance.
During the review period, the principal
will continue to monitor the teacher’s
performance, consult regularly with the
supervisory officer regarding the
teacher’s performance and the steps that
could be taken to improve it, and provide
feedback and recommendations to the
teacher that the principal considers might
help the teacher improve his/her
performance.
The principal may, at any time during the
review period, in consultation with the
supervisory officer, determine that it is
appropriate to complete the next
performance appraisal. The principal
will provide the teacher with notice of
his/her intention to complete the
performance appraisal at the next
scheduled meeting to discuss the
teacher’s progress.
The principal may, at any time during the
review period, in consultation with the
supervisory officer, determine that it is
appropriate to complete the next
performance appraisal. The principal
will provide the teacher with notice of
his/her intention to complete the
performance appraisal at the next
scheduled meeting to discuss the
teacher’s progress.
The principal will normally proceed to
complete the next performance appraisal
when, in the principal’s opinion:
The principal will normally proceed to
complete the next performance appraisal
when, in the principal’s opinion:
a) there has been sufficient and
sustained improvement in the
teacher’s performance; or,
a) there has been sufficient and
sustained improvement in the
teacher’s performance; or,
b) there has not been sufficient
improvement in the teacher’s
performance despite having been
provided with reasonable time and
assistance and sufficient improvement
is unlikely in the circumstances.
b) there has not been sufficient
improvement in the teacher’s
performance despite having been
provided with reasonable time and
assistance and sufficient improvement
is unlikely in the circumstances.
Where the subsequent performance
appraisal results in a rating of
satisfactory, the teacher immediately
Where the subsequent performance
appraisal results in a rating of
satisfactory, the teacher immediately
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New Teacher
(Review Status)
Experienced Teacher
(Review Status)
ceases to be on review status. The
teacher must be advised in writing of that
fact, along with a copy of the signed
summative report. At the request of
either the teacher or the principal, the
parties must meet to discuss the
performance appraisal.
ceases to be on review status. The
teacher must be advised in writing of that
fact, along with a copy of the signed
summative report. At the request of
either the teacher or the principal, the
parties must meet to discuss the
performance appraisal.
Where the performance appraisal
results in a subsequent consecutive
unsatisfactory rating, the principal must
promptly send a written recommendation
to the board that the teacher’s
employment should be terminated. The
recommendation must be accompanied
by written reasons for the
recommendation, as well as copies of all
performance appraisal documents and all
documents relied on in conducting the
three performance appraisals.
Where the performance appraisal
results in a subsequent consecutive
unsatisfactory rating, the principal must
promptly send a written recommendation
to the board that the teacher’s
employment should be terminated. The
recommendation must be accompanied
by written reasons for the
recommendation, as well as copies of all
performance appraisal documents and
all documents relied on in conducting the
three performance appraisals.
If at any time during the review period
the principal and appropriate
superintendent, in consultation with
Human Resources and legal counsel,
determine that the delay necessitated
by conducting a subsequent
performance appraisal is not in the
best interests of the students, they
must promptly send a joint written
recommendation to the board that the
teacher’s employment should be
terminated. The recommendation must
include a statement that, in the opinion of
both the principal and the supervisory
officer, the delay necessitated by a third
performance appraisal is inconsistent with
the best interests of the students.
If at any time during the review period
the principal and appropriate
superintendent, in consultation with
Human Resources and legal counsel,
determine that the delay necessitated
by conducting a subsequent
performance appraisal is not in the
best interests of the students, they
must promptly send a joint written
recommendation to the board that the
teacher’s employment should be
terminated. The recommendation must
include a statement that, in the opinion of
both the principal and the supervisory
officer, the delay necessitated by a third
performance appraisal is inconsistent
with the best interests of the students.
In the event of a decision to terminate
the teacher’s employment, a meeting
will be arranged with the teacher, a
Federation representative (unless the
teacher expressly waives his/her right to
have a representative present), the
superintendent with responsibility for
schools and the superintendent with
responsibility for human resources (or
designate) to inform the teacher of the
principal’s recommendation.
In the event of a decision to terminate
the teacher’s performance, a meeting
will be arranged with the teacher, a
Federation representative (unless the
teacher expressly waives his/her right to
have a representative present), the
superintendent with responsibility for
schools and the superintendent with
responsibility for human resources (or
designate) to inform the teacher of the
principal’s recommendation.
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New Teacher
(Review Status)
Experienced Teacher
(Review Status)
Following the meeting, the principal will
confirm the recommendation in writing
with copies to the teacher, the
superintendent with responsibility for
schools and the superintendent with
responsibility for human resources (for
inclusion in the teacher’s personnel file).
The recommendation will proceed to the
board, as indicated below.
Following the meeting, the principal will
confirm the recommendation in writing
with copies to the teacher, the
superintendent with responsibility for
schools and the superintendent with
responsibility for human resources (for
inclusion in the teacher’s personnel file).
The recommendation will proceed to the
board, as indicated below.
RECOMMENDATION FOR TERMINATION (FOLLOWING ON REVIEW STATUS)
4.23 In the event of an unsatisfactory rating, a meeting will be arranged with the teacher, a
Federation representative (unless the teacher expressly waives his/her right to have a
representative present), the appropriate superintendent with responsibility for schools
and the superintendent responsible for human resources, prior to submitting the
recommendation to the board to inform the teacher of the principal’s recommendation.
4.24 The principal must promptly (at least prior to forwarding the recommendation to the
board), provide the teacher with the following:
a) a copy of the written recommendation;
b) a copy of the written reasons for the recommendation; and
c) copies of all performance appraisal documents and all documents relied on in
conducting the performance appraisals.
4.25 Pending the board’s decision on the recommendation to terminate the teach er’s
employment, the director of education will suspend the teacher with pay or reassign the
teacher to duties that are, in the view of the director, appropriate in the circumstances.
4.26 The board must, within 60 days of receiving a recommendation to terminate a teacher’s
employment, make a decision, by majority vote, on whether or not to accept the
recommendation.
4.27 If the teacher’s employment is not terminated, his/her reassignment to other duties (or
suspension) ceases and unless the board and the teacher agree otherwise, the teacher
resumes his/her former position. The teacher’s 5-year cycle recommences; however,
the principal shall normally indicate that an additional performance appraisal is to be
conducted during the next school year, even though it will be a non-evaluation year.
4.28 If the teacher’s employment is terminated, the secretary of the board must promptly file
a complaint with the Ontario College of Teachers regarding conduct or actions of the
teacher that relate to the termination.
5.0 REFERENCE DOCUMENTS
Board Policy P.089.HR: Performance Appraisal and Supervision for Professional Growth of
Teachers
Part X.2 “Teacher Performance Appraisal” of the Education Act
Ontario Regulation (O. Reg.) 99/02 (as amended to O. Reg. 96/07)
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Ontario Regulation (O. Reg.) 98/02 (as amended to O. Reg. 97/07)
MOE - Performance Appraisal of Experienced Teachers - 2007 Technical Requirements
Manual
MOE - New Teacher Induction Program – 2006 Manual for Performance Appraisal of New
Teachers and Induction Elements Manual
OCDSB Rubrics – Experienced and NTIP Teachers
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Teacher Performance Appraisal Overview
New Teachers & Experienced Teachers
Components 2006
New Teachers (NTIP)
2007
Experienced Teachers
Frequency Two appraisals in the first year of
employment. Additional appraisals are
required if any appraisals in the first year
result in a rating that is not satisfactory.
One performance appraisal in an
evaluation year, every five years.
Appraisal
Meetings
Three appraisal meetings, repeated for
each appraisal process.
1. Pre-observation meeting
2. Classroom observation
3. Post-observation meeting
Three appraisal meetings, repeated for
each appraisal process.
1. Pre-observation meeting
2. Classroom observation
3. Post-observation meeting
Documenting Summative Report Form for
New Teachers.
Summative Report Form for
Experienced Teachers.
Competencies
and
Performance
Indicators
Eight competencies (three domains)
most relevant for new teachers are
highlighted so that principals can focus
on them in the appraisal process
45 looks-fors highlighted for new
teachers as a resource.
In assessing the teacher’s
performance, the principal must
consider all 16 competencies set out in
Schedule 1 of Ontario Regulation
99/02, as amended.
In preparing the summative report, the
principal provides comments identified
in discussions with the teacher as the
focus of the teacher’s performance
appraisal (the principal may also
comment on other competencies that
were assessed through the
performance appraisal).
List of 90 look-fors available in the Log
of Teaching Practice as an optional
resource
Rating Scale Two-point rating scale:
Satisfactory, Development Needed*
* For teachers with Dev. Needed, the
rating in the subsequent appraisal is:
Satisfactory, Unsatisfactory
Two-point rating scale:
Satisfactory, Unsatisfactory
-19- PR.602.HR
Components 2006
New Teachers (NTIP)
2007
Experienced Teachers
Goal-Setting for
Growth
Further areas for new teacher growth
identified through the appraisal process
are captured in the Summative Report
Form for New Teachers
Each experienced teacher must have
an ALP each year that includes the
teacher’s professional growth
objectives, as well as his or her
proposed action plan and timelines for
achieving those objectives.
The ALP is teacher authored and
directed and is developed in a
consultative and collaborative manner
with the principal. Each year, teachers
in consultation with their principal, must
review and update their ALP, as
necessary from the previous year. They
must take into account their learning
plan from the previous year, their
learning and growth over the year and
the summative report of their most
recent performance appraisal. In an
evaluation year, the teacher and
principal must meet to review and
update the teacher’s ALP as part of the
performance appraisal.
Teachers are encouraged to gather
parent and student input in developing,
reviewing and updating their ALP each
year.
Parent/Student
Input
Documents recording parental input,
pupil input or both shall be taken into
account in the performance appraisal
process.
Experienced teachers are encouraged
to include parent and student input in
developing, reviewing and updating
their ALP.
-20- PR.602.HR
Components 2006
New Teachers (NTIP)
2007
Experienced Teachers
Unsatisfactory
Performance
Enrichment Plan after one appraisal
rating that is not satisfactory.
After two appraisal ratings that are not
satisfactory, the teacher will be On
Review status and an Improvement
Plan will be developed.
After three appraisal ratings that are not
satisfactory, the teacher’s employment
will be recommended for termination.
After employment termination, the
Ontario College of Teachers will be
notified.
While the teacher is On Review status,
the principal and supervisory officer can
jointly decide to omit the 3rd appraisal
and recommend the teacher’s
employment termination to protect the
best interests of students.
Improvement Plan after one appraisal
rating that is unsatisfactory.
After two appraisal ratings that are
unsatisfactory, the teacher will be On
Review status.
After three appraisal ratings that are
unsatisfactory, the teacher’s
employment will be recommended for
termination. After employment
termination, the Ontario College of
Teachers will be notified.
While the teacher is On Review status,
the principal and supervisory officer can
jointly decide to omit the 3rd appraisal
and recommend the teacher’s
employment termination to protect the
best interests of students.
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Performance Appraisal Process (Overview) for Experienced Teachers
(Excerpt from Ministry of Education 2007 Technical Requirements Manual)
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Performance Appraisal Process (Overview) for New Teachers (NTIP)
(Excerpt from Ministry of Education 2006 Manual for Performance Appraisal of New Teachers
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