IP Library Granted Patent US 8,768,752
Granted Patent B1
US 8,768,752 · App. 13/606,684 · Granted Jul 1, 2014

Compass—computer system for employee evaluation and coaching

Inventor: Alan B. Buckelew (Los Angeles, CA)
Assignee: Princess Cruise Lines, Ltd.
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Quick Facts
Patent No.
US 8,768,752
App. No.
13/606,684
Granted
Jul 1, 2014
Kind
B1
Abstract

Various embodiments of the present invention provide improved computer systems for the evaluation of the performance of employees. Embodiments may use an engagement algorithm to calculate a single engagement score for each employee. Embodiments may use a second algorithm for skills to calculate a single skills score for each employee. A third algorithm may plot the employee's engagement score against the employee's skills score on a two-dimensional graph and indicate what scores are needed for a good evaluation and what scores are needed for a great evaluation. Various embodiments of the invention prescribe specific aspects of a job to coach to improve the employee's performance. Embodiments of the system archive and maintain all evaluations and scores for employees and provide access to them to subsequent supervisors.

Claims (60)

1. A method using a computer system comprising:

(a) receiving with a computer system an employee evaluation, for an employee with a job;

(b) calculating with the computer system a personal engagement score, and a distinct technical skills score, for the employee, based on the evaluation for that employee, wherein the personal engagement score comprises an evaluation of a level of involvement of the employee, wherein the evaluation of the level of involvement of the employee comprises a numerical representation of an employee's (i) personal engagement and interaction with people on the job and (ii) personal engagement with each activity encompassing the job, wherein:

(i) the job is defined in the computer system to comprise of a number of results, and each result is defined to comprise a number of activities; and

(ii) each activity receives a numerical personal engagement score, and a distinct numerical technical skills score, and a narrative personal engagement evaluation, and a narrative technical skills evaluation, in the evaluation;

(c) calculating using the computer system with a personal engagement algorithm, an employee personal engagement score as a function of the personal engagement scores for each activity;

(d) calculating using the computer system with a distinct technical skills algorithm, an employee technical skills score as a function of the distinct technical skills score for each activity;

(e) identifying, using the computer, specific aspects of the job of the employee, for which the employee is to be coached to improve the employee's evaluation;

(f) producing a report of the evaluation, the personal engagement score, the distinct technical skills score, and identified aspects of the job to be coached;

(g) performing a step which is selected from a group consisting of:

(i) storing the report in the computer system; and

(ii) transmitting the report from the computer system; and

(h) coaching the employee regarding the identified aspects of the job.

2. The method of claim 1 , further comprising:

(a) calculating using the computer system and an evaluation algorithm, an employee evaluation score as a function of all activity technical skills scores and all activity personal engagement scores.

3. The method in claim 1 , further comprising:

(a) calculating using the personal engagement algorithm, the employee personal engagement score as a weighted average of all the activity personal engagement scores, and

(b) calculating using the distinct technical skills algorithm, the employee technical skills score as a weighted average of all the activity technical skills scores.

4. The method in claim 1 :

(a) wherein the aspects of the job identified to be coached are identified activities to be coached, and

(b) identifying the activities to be coached by an identifying algorithm which is a function of the activity technical skills scores, and the activity personal engagement scores.

5. The method in claim 4 , wherein the identifying algorithm comprises:

(a) multiplying each activity personal engagement score by that activity weight, to get a weighted activity personal engagement score,

(b) identifying the activities with the lowest weighted activity personal engagement scores as activities for personal engagement coaching,

(c) multiplying each activity technical skills score by that activity weight, to get a weighted activity technical skills score, and

(d) identifying the activities with the lowest weighted activity technical skills scores as activities for technical skills coaching.

6. The method in claim 1 , further comprising:

(a) producing as part of the report a plot of the employee's personal engagement score against the employee's distinct technical skills score on a two-dimensional graph, and

(b) indicating on the plot what personal engagement scores and distinct technical skills scores are needed for a good evaluation, and what personal engagement scores and distinct technical skills scores are needed for a great evaluation.

7. A computer system for employee evaluation and coaching comprising:

(a) a computer memory;

(b) a programmable processor in electronic communication with the memory, the processor configured to execute the method comprising:

(i) receiving with the computer system an employee evaluation, for an employee with a job;

(ii) calculating with the computer system a personal engagement score, and a distinct technical skills score, for the employee, based on the evaluation for that employee, wherein the personal engagement score comprises an evaluation of a level of involvement of the employee, wherein the evaluation of the level of involvement of the employee comprises a numerical representation of an employee's (i) personal engagement and interaction with people on the job and (ii) personal engagement with each activity encompassing the job, wherein:

(1) the job is defined in the computer system to comprise of a number of results, and each result is defined to comprise a number of activities; and

(2) each activity receives a numerical personal engagement score, and a distinct numerical technical skills score, and a narrative personal engagement evaluation, and a narrative technical skills evaluation, in the evaluation;

(iii) calculating using the computer system with a personal engagement algorithm, an employee personal engagement score as a function of the personal engagement scores for each activity;

(iv) calculating using the computer system with a distinct technical skills algorithm, an employee technical skills score as a function of the distinct technical skills score for each activity;

(v) identifying, using the computer, specific aspects of the job of the employee, for which the employee is to be coached to improve the employee's evaluation;

(vi) producing a report of the evaluation, the personal engagement score, the distinct technical skills score, and identified aspects of the job to be coached;

(vii) performing a step which is selected from a group consisting of:

(a) storing the report in the computer system; and

(b) transmitting the report from the computer system;

(viii) coaching the employee regarding the identified aspects of the job.

8. The computer system in claim 7 , wherein the processor is further configured to execute the step of:

(a) calculating using the computer system and an evaluation algorithm, an employee evaluation score as a function of all activity technical skills scores and all activity personal engagement scores.

9. The computer system in claim 7 , wherein the processor is further configured to execute the steps of:

(a) calculating using the personal engagement algorithm, the employee personal engagement score as a weighted average of all the activity personal engagement scores, and

(b) calculating using the distinct technical skills algorithm, the employee technical skills score as a weighted average of all the activity technical skills scores.

10. The computer system in claim 7 , wherein:

(a) the aspects of the job identified to be coached are identified activities to be coached, and

(b) the processor is further configured to execute the step of identifying the activities to be coached, by an identifying algorithm which is a function of the activity technical skills scores and the activity personal engagement scores.

11. The computer system in claim 10 , wherein the identifying algorithm comprises:

(a) multiplying each activity personal engagement score by that activity weight, to get a weighted activity personal engagement score,

(b) identifying the activities with the lowest weighted activity personal engagement scores as activities for personal engagement coaching,

(c) multiplying each activity technical skills score by that activity weight, to get a weighted activity technical skills score, and

(d) identifying the activities with the lowest weighted activity technical skills scores as activities for technical skills coaching.

12. The computer system in claim 7 , wherein the processor is further configured to execute the steps of:

(a) producing as part of the report a plot of the employee's personal engagement score against the employee's technical skills score on a two-dimensional graph, and

(b) indicating on the plot what personal engagement scores and technical skills scores are needed for a good evaluation, and what personal engagement scores and technical skills scores are needed for a great evaluation.

Assignments (5)
RELEASE OF SECURITY INTEREST Recorded Jul 15, 2026
From: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION (AS SUCCESSOR TO U.S. BANK NATIONAL ASSOCIATION) IN ITS CAPACITY AS PARI PASSU COLLATERAL AGENT
To: PRINCESS CRUISE LINES, LTD.
Reel/Frame 075280/0557 →
RELEASE OF SECURITY INTEREST Recorded Feb 13, 2024
From: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION (AS SUCCESSOR TO U.S. BANK NATIONAL ASSOCIATION)
To: PRINCESS CRUISE LINES, LTD.
Reel/Frame 066453/0283 →
SECURITY INTEREST Recorded Jul 27, 2020
From: PRINCESS CRUISE LINES LTD.
To: U.S. BANK NATIONAL ASSOCIATION, AS PARI PASSU COLLATERAL AGENT
Reel/Frame 053315/0194 →
SECURITY INTEREST Recorded Apr 8, 2020
From: PRINCESS CRUISE LINES LTD.
To: U.S. BANK NATIONAL ASSOCIATION
Reel/Frame 052345/0374 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 7, 2012
From: BUCKELEW, ALAN B.
To: PRINCESS CRUISE LINES, LTD.
Reel/Frame 028917/0487 →