CU TALKS

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The mission of CU Talks (talent, accountability, learning, knowledge, success) is to foster a culture of communication that highlights employee potential and creates an environment where employees can reach their potential through active engagement, empowerment and accountability.

CU TALKS is Colgate University's approach to replacing more outdated "performance management" practices.

Colgate recognizes the value of regular, ongoing communication to create work environments where supervisors are more keenly aware of employee development needs and desires.

This communication includes status updates, mutual feedback and coaching, promotes agility, recognizes successes, and allows the employee and supervisor to identify opportunities and challenges to better ensure long-term employee success and retention. CU TALKS conversations include goal setting; however, they are designed to be more heavily focused on discussing opportunities for employee professional development and engagement.

 

Submit CU TALKS Summary/Discussion Documents

How to Approach Completing Your CU TALKS Summary/Discussion

The supervisor will ultimately submit a pdf document that contains a combination of the employee’s perspective of their performance in the past year (or alternative period of time), in addition to the supervisor’s perspective of the employee’s performance over the same period.

With this in mind, there are two options for completing the CU TALKS process:

 

  1. Employee accesses the CU TALKS Summary template:
    1. From the employee Google Drive, select the New button
    2. Select Google Docs, then “From a template”
    3. Select the “CU TALKS Summary form” from the CU TALKS section of the Colgate University template gallery
  2. Employee documents the results of their performance and actions taken (goals, competencies, and professional development) for the past year (or alternative period of time). The Summary template provides guidance on the various areas of feedback that should be considered for inclusion in the Summary
  3. Employee shares the Summary document with their respective supervisor
  4. Supervisor completes their respective portion of the Summary document
  5. Employee and supervisor meet to discuss the CU TALKS Summary feedback/comments
  6. The supervisor saves the summary as a pdf document and submits the form to OnBase. See instructions for submitting the form below
  1. Employee utilizes a Word document, a Google Doc, or other application to document and share their perspective on the results of their performance
  2. Employee documents the results of their performance and actions taken (goals, competencies, and professional development) for the past year (or alternative period of time)
  3. Employee shares their document with the supervisor
  4. Supervisor includes their feedback associated with the employee’s summary onto the document, or in a separate document
  5. Employee and supervisor meet to discuss the CU TALKS feedback/comments
  6. The supervisor saves the combined feedback into one pdf document and submits the form to OnBase. See instructions for submitting the form below

Submitting CU TALKS Summary/Discussion Documents

Supervisors will submit employee CU TALKS Summary/discussion documents in a pdf format. The forms will be stored in Colgate’s OnBase system. These instructions provide the steps needed to upload the document(s).

 

  1. The supervisor first saves the document (or combined documents) into a pdf
  2. The supervisor will upload the pdf version of the Summary/discussion document

    *Note: If the respective employee’s name is not listed, click the Employee Not Listed box; you will have the ability to add the respective employee (name and email address are required)

    1. The supervisor clicks the form submission link provided
    2. The Employee CU TALKS Submission Form appears – this form is utilized for uploading/storing Summary/discussion documents as part of the new CU TALKS program
    3. Supervisor Info – the first and last name of the supervisor will auto-populate into the form
    4. Select the drop-down arrow to the right of the Select an Employee field
    5. Select the respective employee from the list presented*
    6. The Employee Info fields will populate based on the employee selected in step “e”
    7. Summary/Review Info – from the Summary/Review Type drop-down menu, select Annual CU TALKS Summary (or alternative period, if not annual)
    8. Select the Summary/Review Year – the year in which the document is being submitted
    9. Click the Upload button toward the bottom of the Submission Form
    10. Search for the pdf version of the document, select it, and click Open; the document will load into the submission form. If you wish to remove the selected document, click the Remove option then select Upload to begin the document upload process again
    11. Click the Submit button at the bottom of the form
  3. Human Resources will review the submitted form/document and will either approve, or reject (return for edits) the submission. If the form is returned to the supervisor, information will be provided as to the reason for it being returned.
    1. Once approved, the supervisor and employee will receive an email with a link to the completed review document.