Understanding the Bilan Cycle V2 Training Module

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Explore the new Bilan cycle, a self-assessment tool replacing old evaluations. Learn about its objectives, roles of employees and managers, and identifying development options. The training program includes introductions, group activities, and expressing perceptions about Individual Reviews. Join to enhance your skills and mindset for effective performance evaluation.


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  1. TRAINING MODULE: THE BILAN CYCLE V2 January 2022

  2. INTRODUCTION TO THE TOPIC The new Bilan is coming to your project!! Bilan in French means self-assessment It replaces the evaluations that have been used since 2007 which were not fully satisfactory: o To employees o Nor to MSF Une organisation internationale ind pendante, m dicale, humanitaire, d urgence, fond e en 1971 par des m decins et des journalistes Let's change our mindset! Let's learn about the new Bilan

  3. TRAINING OBJECTIVES Identifying the objective of each of the three stages of the new Bilan cycle Identifying the role of the employee and the role of the manager in the new Bilan Identifying which responsibilities I find easiest to carry out, which are the most difficult for me, and what support I will need at the beginning of the cycle Identifying the elements that have had an impact on the completion of my activities and determining Une organisation internationale ind pendante, m dicale, humanitaire, d urgence, fond e en 1971 par des m decins et des journalistes possible development options

  4. TRAINING PROGRAM PART ONE 2 hrs 10 min BREAK - 15 min PART TWO 1 hr 35 min Une organisation internationale ind pendante, m dicale, humanitaire, d urgence, fond e en 1971 par des m decins et des journalistes

  5. OBJECTIVE OF SEQUENCE 1 Introduce yourself: participants, facilitators

  6. INTRODUCE YOURSELF - INSTRUCTIONS You are in four groups Preparation: 5 min Each group decides on its group name Presentation: 5 min You can say the name of your group or ask the other groups to guess it, by miming it, for Une organisation internationale ind pendante, m dicale, humanitaire, d urgence, fond e en 1971 par des m decins et des journalistes example.

  7. OBJECTIVE OF SEQUENCE 2 Expressing one s perceptions about the existing Individual Review Une organisation internationale ind pendante, m dicale, humanitaire, d urgence, fond e en 1971 par des m decins et des journalistes BROUILLON

  8. PERCEPTIONS - INSTUCTIONS As a group, answer the two questions written on the paperboard: What you don't like about the current Individual Review What you like about the current Individual Review Une organisation internationale ind pendante, m dicale, humanitaire, d urgence, fond e en 1971 par des m decins et des journalistes in 10 minutes A spokesperson will present the group's work

  9. PERCEPTIONS The main reasons that led MSF OCP to change its system Contradictory objectives of the former IR Did not completely satisfy either employees nor MSF Could generate fear and discomfort IR were sometimes not done, or done poorly MSF is giving up on the evaluation system! Une organisation internationale ind pendante, m dicale, humanitaire, d urgence, fond e en 1971 par des m decins et des journalistes

  10. OBJECTIVES OF SEQUENCE 3 La philosophie du nouveau bilan Explaining the philosophy behind the Les tapes du cycle du bilan Bilan cycle Explaining each step of the Bilan cycle BROUILLON

  11. THE MSF WORK ENVIRONMENT The work environment at MSF is often changing, uncertain, unstable Sometimes you can "know how to do" but not "be able to do" because of this environment The new Bilan takes this into account

  12. PHILOSOPHY OF THE BILAN In the new Bilan you will be asked to what may have made your work easier and what prevented you from feeling at ease. The employee is at the center of the new Bilan and the manager supports them. No more evaluations, now it's time for professional development

  13. THE STEPS OF THE BILAN CYCLE 3 BILAN DISCUSSION 1 PERIOD PREPARATION BILAN CYCLE 1 cycle = 1 year or 1 assignment 2 ONE-ON-ONE MEETINGS

  14. STEP 1: PERIOD PREPARATION My successes, my areas for improvement + SUMMARY My support expectations = SUPPORT A good foundation to begin work

  15. STEP 2: ONE-ON-ONE MEETINGS At least every 3 months (more if needed and possible), I discuss with my manager: What has worked: THANKS to WHAT What has not worked so well : BECAUSE of WHAT REFLECTION + How was the support received and future support need = SUPPORT Adjustments and improvements as we go along

  16. STEP 3: THE BILAN DISCUSSION I analyze how my work went during the cycle REFLECTION + I make a summary of what went well and what I would like to do differently in the future SUMMARY = Action plan for professional development

  17. SEQUENCE 4 : STEP 1: PERIOD PREPARATION 3 BILAN DISCUSSION 1 PERIOD PREPARATION BILAN CYCLE 2 ONE-ON-ONE MEETINGS

  18. OBJECTIVES OF SEQUENCE 4 Period preparation: Identify: - The responsibilities that I find easiest to carry out so far - The responsibilities that are the most difficult for me so far

  19. INTRODUCTION TO THE VIDEO You will listen to Samuel, a driver, and Ismael , his supervisor, during the first step of the cycle: period preparation

  20. VIDEO 1 - INSTRUCTIONS Watch the video (3 min) and then answer the following questions: - Which responsibility(ies) does the employee find easiest to carry out? - Which responsibility(ies) are the most difficult for the employee and what support do they need? - What is the reason for their initial reluctance to talk about their difficulties? Don t forget to appoint a spokesperson

  21. VIDEO 1 - VIEWING

  22. VIDEO 1 - INSTRUCTIONS You have 10 minutes to answer the following questions as a group: - Which responsibility(ies) does the employee find easiest to carry out? - Which responsibility(ies) are the most difficult for the employee and what support do they need? - What is the reason for their initial reluctance to talk about their difficulties? Don t forget to appoint a spokesperson

  23. VIDEO 1 - DEBRIEFING - Which responsibility(ies) does the employee find easiest to carry out? Driving - Which responsibility(ies) are the most difficult for the employee and what support do they need? Logbook, need explanation on what to fill in - What is the reason for their initial reluctance to talk about their difficulties? Fear of showing these weaknesses, especially at the beginning of the contract

  24. KEY MESSAGES Recognizing and analyzing my difficulties = Possibility to get support and improve myself

  25. NOW IT IS UP TO YOU! Now that you have understood this first step, thanks to Ismael and Samuel, it is up to you to "prepare the period" for your own Bilan!

  26. REFLECTION - INSTRUCTIONS Identify individually in writing (10 min): - The responsibilities of your job description that you find easiest to carry out up to now - The ones that are the most difficult for you, up to now - The support you need

  27. OBJECTIVE OF SEQUENCE 5 Identify the elements that may have an impact on the completion of activities at MSF

  28. INSTRUCTION Different elements may have an impact on the completion of your activities In a group and within 20 min Sort the cards provided in 2 piles: - Elements related to the person s inner resources - Elements related to the environment

  29. REFLEXIVITY Being able to act (environmental elements) Knowing how to act (the person s inner resources) Roles and responsibilities Knowledge (theoretical) Tools and processes Know-how (practical) Workload Emotional resources Team

  30. REFLEXIVITY The new Bilan encourages you to conduct a self- analysis and identify the elements that fall under: o Being able to act o Knowing how to act This is what we call reflexivity Thus, progression becomes possible...

  31. SEQUENCE 6 ONE-ON-ONE MEETINGS 3 BILAN DISCUSSION 1 PERIOD PREPARATION BILAN CYCLE 2 ONE-ON-ONE MEETINGS

  32. OBJECTIVE OF SEQUENCE 6 Identify the elements that have had an impact on the completion of your activities: practical application BROUILLON

  33. INTRODUCTION TO THE VIDEO It s 3 months after the period preparation meeting. You are going to listen to Samuel and Ismael, during the second step of the cycle, the one-on-one meeting.

  34. VIDEO 2 - INSTRUCTIONS Watch the video (3 min) and then answer the following questions: - Which responsibilities did the employee find easiest to carry out and what helped them? - Which responsibilities were most difficult for the employee and what contributed to those difficulties? - According to the employee, what support would they need and what improvements would they consider implementing?

  35. VIDEO 2 - VIEWING

  36. VIDEO 2 - INSTRUCTIONS You have 10 minutes to answer the following questions in a group: - Which responsibilities did the employee find easiest to carry out and what helped them? - Which responsibilities were most difficult for the employee and what contributed to those difficulties? - According to the employee, what support would they need and what improvements would they consider implementing?

  37. VIDEO 2 - DEBRIEFING - Which responsibilities did the employee find easiest to carry out and what helped them? Experience driving in difficult situations Using your network to get help Logbook - Which responsibilities were most difficult for the employee and what contributed to those difficulties? Managing passengers' requests Being assertive, having self-confidence... - According to the employee, what support would they need and what improvements would they consider implementing? Display the speed limits in the car

  38. NOW IT IS UP TO YOU! Now that you have understood this second step, thanks to Ismael and Samuel, it is time to continue with step 2 of your own Bilan!!

  39. REFLECTION Based on your previous analysis (in Sequence 4), determine individually: - What made certain responsibilities difficult for you (5 min) - What support you could ask for and what action(s) you think should be considered to help you with those difficulties (5 min)

  40. SUMMARY 3 BILAN DISCUSSION 1 PERIOD PREPARATION BILAN CYCLE 2 ONE-ON-ONE MEETINGS

  41. OBJECTIVE OF SEQUENCE 7 Identifying the key messages of the training module... using games!

  42. INSTRUCTIONS You are divided into 4 groups, each group appoints a spokesperson We are going to ask you 4 successive questions Discuss together for 2 min to choose the answer (2 possible answers) On the facilitator's signal after the 2 minutes are up, the spokesperson from each group gives the answer using the corresponding colored card

  43. QUESTION 1 The purpose of the new Bilan is: To evaluate the person To help the employee in their professional development

  44. QUESTION 2 During the Bilan discussion, the person who speaks the most is: The employee The manager

  45. QUESTION 3 In the new Bilan cycle: The manager identifies the support the employee should provide them with The employee identifies the support they would need

  46. QUESTION 4 The analysis of my own experience makes it possible to: Identify the factors that have an impact on the completion of my activities and determine actions for improvement to act on these factors Know if I am good or bad

  47. IMPLEMENTATION OF THE NEW BILAN IN THE MISSION

  48. WELL DONE AND THANK YOU FOR YOUR ATTENTION!

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