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HomeMy WebLinkAbout1991-1832.Wright & Wasky.94-02-16 · . ONTAf~IO £MPLO¥~S OE LA COURONN~ CROWN E,I, fP/..O)"~cE..?. DE L'ONTAFIfO GRIEVANCE . C,OMMISSlON DE SETTLEMENT REGLEMENT BOARD DES GRIEFS ~80 DUNDAS STREET WEST, SUJTE 2'~O0, TOf3ONTO, ONTARfO. MSG IZ8 TELEPHONE/TELEPHONE: [415) 326-135,~ 180, RUE DUNDAS OUEST, BUREAu 2[00, TORONTO IONTAR[O). MSG ;Z8 FACS/M,'LE/T~-~COPIE .. (416) $25-I396 1832/91, 1833/91 IN THE MATTER OF AN..]%RBITR~TION ' Under · · THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT Before THE GRIEVANCE SETTLEMENT BOARD BETWEEN OPSEU (Wright/Wasky) Grievor - and- The Cro~n in Right of Ontario (Ministry of Health)' Employer .,.- BEFORE . M. Watters Vice-Chairperson E. SeymOur Member G. Milley Member ,; FOR THE A. Lokan R Davis !~: GRIEVOR Counsel Counsel Gowling, Strathy & Henderson Koskie & M!nsky Barristers & Solicitors Barristers & Solicitors FOR TH~ J. Crawford BMPLOYER Deputy Director Legal Services Branch Ministry of Health HE~A~ING May 5, 1992 April 7, 8, 14, 1993 June 17, 1993 ~ September 14, 15, 29, 1993 · ~ October 8, 1993 The gr-ievances in this proceedin.g arise from a competition at Lakehead Psychi.atric Hospital for the position of Volunteer Services Organizer. The material part of the posting dated May 31, 1991 reads' There wilt be a vacancy at the Lakehead Psychiatric Hospital for the position of Volunteer Services Organizer to plan, organize, implement and evaluate a Volunteer Services Program which supports the 9oals and objectives of Lakehead Psychiatric Hospital. QUALIFICATIONS' Experience in coordinating volunteer services; ~ood oral and written communications skil'ls; demomstrated ability to establish good interpersonal relationships with a wide variety of individuals; working knowledge of the Thunder Bay volunteer community with demonstrated ability to work effectively with a wide variety of organizations and agencies. Superior planning and organizing· skills; demonstrated leadership, teaching and public speaking skills. 'Demonstrated knowledge of current issues related to provision of Mental Health Services; tact and diplomacy. ,. The 'Position Specification and Class Allocation' form is appended to this Award as Schedule 'A' This document refers to .... the position title as Volunteer Co-ordinator. For purposes of this Award, we make no distinction between that title ad that of Volunteer Services Organizer. -Six (6) persons, including the two (2) grievors Mr. K. Wasky and Ms. S. Wright, applied for the posted position. The Employer elected to inter'iow all of the app]~cants. InOerviews were conducted on August 14 and August 15, 1991 by a competition panel comprised of Ms. J. Inkster, Assistant-Administrator, Clinical Services; Mr. J' Van Sickle, Director, Vocational-Recreational Services; and Hr. F. Loucks, Administrator, Lakehead Psychiatric Hospital. Ms. Inkster served as chairperson of the panel. Ms. Inkster and Mr. Van Sickle prepared the questions and scoring format for.the competition. These matters were reviewed with Hr. Loucks. Ultimately, each of the candidates were asked the same series of eleven (11) questions. A copy of these questions, together with suggested answers, ~s appended hereto as Schedule 'B'. The highest possible score that could be achieved by any candidate was one hundred and four (104) marks. This included ten (10) marks which were assigned for communication and clarity of thought. The questions and the marks alloted thereto were divided into the following areas: Related Experience - 12 marks Skills and Knowledge- 15 marks Job Knowledge - 33 marks Problem Solving - 15 marks Personal Suitability~ 29 marks Each of the panel members independently assessed the answers given by the candidates at the interviews. Their respective scores were as follows: ~. Wrimht A. Ambrose K._Waskv J. Inkster - 87 81 58.5 F. Loucks - 89 83 65.5 J. Van. Sickle - 74 77.75 89.5 A~erage - 83.3 80.5 64 2 Ms, Inkster subsequently conducted a review of the personnel files and completed a reference'check in the manner described in more detail below. Ultimately, the panel found the top two (2) candidates to be relatively equal in terms of their respective qualifications and abilities and, therefore, awarded the position to Ms. Ambrose as the more senior applicant pursuant to article 4.3 of the collective agreement. This decision led directly to the grievances of Mr. Wasky and Ms. Wright which are now before this 'Board. Mr. Wasky has been employed at Lakehead Psychiatric Hospital since 1973, At the time of the instant competition, he was workin§ as a Vocational Rehabilitation Counsellor, Mr. Wasky has worked in that capacity since 1981.. In this position, he is required to engage in the following tasks: (i) assess and evaluate the vocational potential of psychiatrically disabled persons; (ii) counsel on a one to one and group basis to help pa.tients overcome vocational problems and to faoilitate career planning'; and .(iii) liase with educational facilities, community employers and training agencies to develop opportunities and SPecial services for patients. Mr.. Wasky reports directly to Mr. Van SickTe with respect to the performanoe of these job duties. The Board was referred to Mr, Wasky's Employee Performance Appraisal' for the period 1987 to 1991. The document appears to reflect an above average level of performance. 3 Mr, Wasky worked as the Volunteer Organizer at the Hospital between 1973 and 1981. The duties of the posi't~on were described in his resume as follows' (i) to pian, organize and supervise a comprehensive volunteer worker program; (ii) to recruit, assess, orientate, assign and evaluate volunteers; and (iii) to liase with facility staff and community organizations to promote volunteerism. The Board was provided with the applicable class standard for Volunteer Services SuPervisor (exhibit 4). It was this 9rievor's evidence that he fully performed the job as descri'bed therein. Additionally, Mr. Wasky test'ifqed that the position he engaged in between 1973 and t98~ was s~bstant~a71y similar to the one contemplated by the current position specification, both in terms of the duties performed and the skills and knowledge required. He acknowledged, however, that he had not been active in the area of quality Assurance. Similarly, he noted that he was not responsible in the position to either prepare Or submi.t an annual budget. Rather, he would make recommendations on budgetary matters on an annual or as-needed basis. Mr. Wasky 'advised, however, that he had prepared a budget while acting in the position prior to Mr. Van Sickle hav~Rg assumed responsibility for same. Mr. Wasky further stated that he did not then chair the Volunteer Services Advisory Committee as that body was not in existence at the time. For most of the period between 1973 and 1981, Mr. Wasky was supervised by Mr. Van Sickle. In this regard, reference was made 4 to two (2) 'Employee Performance Appraisal' Reports dated March 3~, 1980 and March 26, 1981, respectively. The eartier appraisal disclosed that Mr. W'asky was at, or near, one hundred percent (100%) compliance with respect to all of the identified performance standards. The later appraisal described Mr. Wasky's performance of his responsibilities as "adequate". Nr. Van Sickle made the following' comment on the fifth page of the document- ''. ....... , I am concerned about the number of recruitments, and the extent of volunteer contribution within the hospital. Z am satisfied that Mr, Wasky is doing all that is possible to maintain the.present level of volunteer involvement. Nonetheless, Z shall continue to review the volunteer co-ordinator's position in an effort to determine how best it can serve the needs of the department," Mr. Van Sickle subsequently dec~ded to abolish the Volunteer Organizer position effective August, 198~. Hr. Wasky'stated that he "strongly" disagreed with this initiative at the time. It was at this juncture that the grievor commenced work as a Vocational Rehabilitation Counsellor. Mr. Wasky stated that he viewed this change in status as a promotion as it resulted in an increase to his salary. A decision was subsequently taken in 1985 to re-establish -the position Of Volunteer Organizer. A temporary, non- complement, employee was then hired into the position. Mr. Wasky did not express an interest in that position. Ne did, however, apply for the Volunteer Co-ordinator posit-ion posted in ~988. 5 This grievor was not successful in the competition'. He did not ~ontest the result there.in. Indeed, he advised Mr. Loucks by letter dated August 4, 1988 that he would not have taken the position had it been offered, to him. His letter, inter alia, expressed concern as to certain of the questions asked during the · interview and to the weight that was.accorded to same. Additionally, Mr. Wasky in his evidence indicated that he had reservations with respect to the Employer's perspective on the nature and role of the position. The evidence d~sc.]oses that Mr. Wasky had an argument With Mr. Van Sickle during the course of the 1988 competition over whether he would be permitted to bring written material with him into the interview, Mr.'Van Sickle initially advised the grievor i' that he could not utilize such material. Mr. Wasky, in response, stated that'he would not sit the interview if that was the case. Mr. Van Sickle then elected to secure some advice end direction on the matter. He ~]timate]y told the grievor that the'material in issue could be brought into the competition interview. Mr. Wasky testified that his 1991 interview lasted for approximately two (2) hours. In his evidence, he expressed some concern with respect to certain of the questions asked therein, notably questions ¢2, 3, 8 and 9. He acknowledged that the position posted in 1991 was somewhat different from the one he had Drevious]y occupied. Firstly, the position reported directly 6 to senior management in the form of the Assistant-Administrator, Clinical Services rather than to Mr. Van Sickle. Secondly, the Volunteer Services area was envisaged as a separate department rather than simply forming part of the Recreational, Vocatiomal and Volunteer Services sect4on. This change, in effect, meant that the Volunteer Co-ordinator was h'ead of a department and, therefore, had §rearer responsibility in matters such as budget and quality assurance. Mr. WalSky's resume was filed with the Board as exhibit 3. Hr. Wasky has obtained an Honours Degree in Sociology and has completed some post-graduate work. It is clear from.a rea'din9 of the resume that he has taken numerous training courses add workshops relating to volunteer administration. In fact; he was asked to,teach a course on VoTunteer Management at Confederation College in early 1985, A reading of the resume also discloses a i' significant' amount.of Committee and Board work, as we].t as I volunteer experience of a personal nature, After a review of the related documentation, and having had the opportunity to assess Mr. Wasky first hand, the Board concludes that this grievor is very knowledgeable in the area of volunteerism. We were left with the distinct impression that he would bring a high degree of professionalism to the exercise of his job duties. It is apparent from.the documentation that Mr. Wasky has particular strengths in the areas of research and grant formulation, demeanor, white under oath, can be best described as soft spoken and considered. ', Ms. Wright commenced her employment at takehea'd Psychiatric Hbspital in September 1985 as a Community Recreation Instructor. Her continuous service date is March 25, 1986. The aforementioned position required the grievor to develop and introduce a recreation service for ex-psychiatric patients who were integrating into community life,. In fulfilling this task, Ms. Wright was called upon to consult and network with a, considerable numbe~ of community groups, including volunteer agencies. She testified that her work involved contact with the Voiunteer Organizer and that she was responsible for the supervision of volunteers placed with her. .Ms. Wright became a Recreation Instructor II in 1987, Between 1987 and 1989, she worked in the Psychogeriatric Unit. Her' resume, which was filed with the Board, described her responsibilities as fo] lows: "- development, implementation and on-going review of leisure activi-ttes for older adults with cognitive impairment. -.- trained, orientated and evaluated Volunteers, Co-op. Placement and Confederation College students. - working member of Recreation Department Quality Assurance Committee and Unit Specific quality Assurance Committee. - Coordinator of the Inter-Agency Tea Program including scheduling of hosting agencies, regular meetings, update agencies involved i.e. Homes for the Aged, Private Nursing Homes, Long-Term Care Facilities. Provided agencies with a monthly newsletter on the program changes and up-coming- teas. - coordination of hospital-wide special events i.e, monthly · Coffee House, Magnus Theatre programs, Older Adults Family Xmas Party and Dance Program. 8 Ms, Wright testified that this position involved her with volunteers and volunteer agencies. For a brief period in 1989,. this grievor served as the Acting Assistant Recreation Supervisor. At the end of this acting assignment she returned to a Recreation Instructor II position in the Acute Care Unit. In early 1990, Ms. Wright applied for %he position of Acting Volunteer Co-ordinator. This vacancy was initially intended to last for approximately ten (10) months in order to cover the maternity leave of the incumbent, Ms. L. Daniels. For reasons not material to this dispute, the acting position was continued. for a period of approximately sixteen (16) months, 'Ms. Ambrose also applied for this opening, Ms, Wright was ultimately the. successful candidate in the competition. She scored an average rating of 90.75 marks. The average rating for Ms, Ambrose was 80.37. The interview summary stated that, "Anna Ambrose.,.scored lower and did not demonstrate the initiative and independent thinking required to fulfil] the position responsibilities," The selection committee, which included both Ms. Inkster and Mr. Van Sickle, unanimously agreed to offer'the position to Ns, Wright. This offer was accepted effective April, 1990. Ms. Wright remained in this acting position till the conclusion of the 1991 competition which is the subject of this proceeding. Ms, Wright testified at some length as to the duties which she performed in the acting position. It was the thrust of her 9 evidence that she engaged in alt of the core duties and responsibilities listed in the position specification appended.to .this Award, This grievor stated that she was.act'ively involved in taking new initiatives while in the position, Reference was made to her development of 'Interview Questions For Volunteer Placement' (exhibit 20); questioDs for 'Reference Checks' (exhibit 21); and 'Job Descriptions' for volunteers (exhibit 23), Ms, Wright also. in~icated that'she "reworked" the volunteer orientation program and expanded on the volunteer recognition program, Mention was further made of-her plans for the development of a more effective Volunteer Service Group (exhibit 24) and for the initiation'of a recruitment campaign for administrative volunteers (exhibit 25), The Board was provided with Ms, Wright's performance ": .appraisal dated June 18, 1991 for the period June 1990 to May 1991, The following comment of Ns, Inkster is found therein, at page 12: " . .... Susan has demonstrated a high degree of commitment to the Volunteer Services Program. Her warm and enthusiastic approach is most encouraging to the volunteers. Her exemplary communication ski~s and good judgment promote a well developed and supported volunteer program," Mr. Loucks as the countersigning officer commented thai;: "Susan has done a good job in her acting capacity in the Volunteer Co-ordinator position. She shows balance and good humour, as well as leadership and team cooperation." 10 Generally, this performance, appraisal was very favourable in terms of how Ms. Wright conducted herself while in the acting position. An e~rlier appraisal dated October, 1987 in respect of her work in the Community Recreationist position provided an overall evaluation of "Definitely above average. Ms. Wright also confirmed that the Volunteer Services Department was restructured approximately six (6) months prior to her embarking on the acting position, She noted that thereafter, the Volunteer Co-ordinator reported ~.4rectly to the Assistant Administrator of Clinical Services and that the service was 'no longer under the umbrella of the Recreation, Vocational and f. Volunteer Services Department. From her perspective,'the i~ Volunteer Co-ordinator then became a department head with greater automomy amd responsibility. By way of example, Ms. Wright asserted that after the change, the Co-ordinator was more intensively involved in the bu.dget and quality assurance processes. In her judgment, the job she performed in an acting capacity was materially different from that formerly engaged in by Mr, Wasky. Ms, Wrigh~ agreed that she was given the opportunity to review the position specification prior to the commencement of the interview on August 15, 1991. She stated, however, that she felt somewhat pressured to start the interview. Her interview itself lasted approximately two (2) hours. It was her 11 / recollection that the flow of the interview was interrupted on two (2} occasions. She testified that at one point Mr. Loucks _ was called out to the telephone and that somewhat later the meeting was disrupted by his beeper going off. Ms, Wright estimated that in total the breaks encompassed about thirty (30) minutes, It was Ms. Wright's further_evidence that she formed the impression from Ms. Znkste'r's expressions and actions that she was "holding up" Mr. Loucks. She testified that this affected the way she responded to the final question. More specifically, Ms. Wright stated that i-nstead of prov}d~ng complete verbal answer, she referred to materials in her portfolio which she ]eft with the pane~ for its consideration. The grievor stated that she adopted this approach as she felt'she was being rushed to complete, her answer.. Ms. Wright expressed the opinion that suffici'ent credit was not given for the relevant contents of her portfolio, like Mr. Wasky, Ms. wright was critical of certain of the questions asked by the panel and the susgested, answers f~r same. Ms. Wright has a dip]oma from Confederation College in the area of Recreation Leadership. She has also received'a Certificate of Achievement from that same College with respect to Supervisory Skills Training - Year 1. As in the case of Wasky, Ms. Wright has been involved with numerous professional associations and community groups. In this regard, we note that both employees were active in the Thunder Bay Association of Volunteer Administrators. 12 In summary, on the basis of all of the evidence, the Board f~nds that Ms. Wright is a.capable, energetic and self-motivated employee. The Board was impressed with her ability to communicate in a clear, knowled§eable and personable manner. Ms. Ambrose, the successful candidate, gave evfidenoe on behalf of the Employer. She has been employed at Lakehead Psychiatric Hospital since I983. Her continuous service date is September 16, 1985. For the bulk of the period 1983 to April 1989, Ns. Ambrose performed as a Recreation Tns%ructor IT in respect of a number of different units. She was responsible' for planning, organizing and evaluating recreation programs for patiemts based om their needs amd those of the specific units in which they were placed. In this capacity, Ms. Ambrose supervised both students and volunteers. Ms. Ambrose was promoted to the position'o¢ Assistant Recreation Supervisor in April 1989. Her duties in that pOSirt.ion included the following: (i) provision of leadership and guidance to other recreation instructors; (ii) compilation of a monthly statistical analysis based on weekly statistics received, from recreation instructors; (iii) representation of the department at multi-disciplinary unit meetings; (iv) planning, 'organizing and assisting with the implementation of all programs; (v) planning for group meetings and hospital wide events for patients and families; (vi) chairing of staff meetings in the absence, or at the request, of the Supervisor; and (vii) interviewing, hiring, training, evaluating 13 and placing of summer students. Ms, Ambrose testified that she was also involved with volunteers in this position. She stated that while in the job, she assisted the Volunteer Coordinator with recognition events. Additionally, it was her evidence that she supervised volunteers who were placed with. her. Ms. Ambrose s~ated that it was her practice to encourage staff to use volunteers in all'of their recreation programs. Ms. Ambrose reviewed the position specification for the job of Volunteer Co-ordinator. She testif.ied that the' duties listed therein are "quite similar" to those she performed as an Assistant Recreation SuPervisor. It was the thrust of hoc testimony that there is considerable overlap in the core responsibilities of the two (2) positions, The Board was presented with a series of perfohmance appraisals dated August 26~. 1983; August 20, 1984; August 20, 1986; SePtember 15, '1987; and. July 15, 1991, The first appraisal of Ms. Ambrose related to a summer position as an Assistant Recreationist. Her overall performance in that posit, ion was rated as excellent. The second appraisal related to a part-t, ime position in 1984, The comments contained therein reflect a generally positive assessment, 'The third and fourth appraisals encompassed· Ms. Ambrose's performance as a full-time Recreation Instructor. The Overall evaluation in both instances was "Definitely above average." The final appraisal covered her work 14 as an Assistant Recreation Supervisor. A reading of the. document d~scloses a very favourable evaluation. Ms. Ambrose was commended therein on the level of her work performance. Hs. Ambrose testified that she participated in the 1990 competition for purposes of keeping her interview skills alive, She indicated that she was then unsure as to whether she wanted to change jobs as she had only been in her current position for a year, Ms, Ambrose contrasted this situation with the one existing in 1991, At that ~juncture, she had been an Assistant Recreation Supervisor for two (2) years and was more ready for a change in position. She testified that she prepared extensively for the competition. Ms. Ambrose indicated that she spent considerable time talking with a Volunteer Co-ordinator outside of the Hospital about the job. Additionally, she advised th. at she extensively reviewed relevant resource material over the course of l~he summer of 199~. Ms. Ambrose stated that she "brain-stormed" possible questions which might be asked at the interview. This led'her to prepare a detailed list of eighteen. (18) ideas that she would attempt to implement if selected for the position. This list was filed with us as exhibit 31. Ms, Ambrose testified that she gave this document to each of l~he panelists when responding to Question II. Tt WaS her evidence that she also verbally reviewed each objective with the panel at ,; the time. ~5 In cross-examination by Mr. Wasky's counsel, Ns, Ambrose acknowledged that prior to 1991,she had never managed a volunteer program exclusively. She further conceded that her prior experience with volunteers'was limited to those in the recreation programs. In cross-examination by Ns. Wright's counsel, Ns. Ambrose acknowledged that there were a number of differences between her role as an Assistant Recreation Supervisor and that performed by Ns.. Wright as the Acting Volunteer Co-ordinator. These differences may be summarized as follows: (i) "her scheduling responsibilities were with respect to'staff rather than volunteers. Accordingly, she was not required to match staff and patient needs to the schedule of' the' volunteers; (ii) her staff schedule had to be approved by the Supervisor whereas the volunteer schedule Pr. epared by the Co-ordinator did not require the approval of a supervisor; (iii)her prior work experience was in the Recreation area which was one (1) of the three (3) services offered in the Recreation, Vocational and Rehabilitation Department. In contrast, the Volunteer Services area represented a separate and distinct department; (iv.) she did not have complete authority vis a vis budget preparation. ~n contrast, ~s. Wright was required to develop the budget for the Volunteer Services area; (v) she provided orientation to employees and students subsequent t° the two ('2) day hosp~ta~-~ide program offered through the Education Department. ~s..~right, as the Volunteer Co-ordinator, was responsible to provide a hospi~al-~ide orientation ~o all volunteers; (vi) her involvement in the recognition of volunteers ~as informal in nature. More particularly, she did not engage in any of the following functions: preparation of notices of volunteer achievements for posting on the hospital bulletin board; creation of recognition displays;' or . compilation of volunteer hours per department for certificate purposes; ('vii)she never recruited volunteers; 16 (.viii)she did not collect her own statistics or p.repare'a statistical analys~s to the same extent as Ms. Wright; (ix) she sat on the Quality Assurance Committee in the Recreation Department, whereas the Volunteer Coordinator was a committee of one with respect to that department's quality assurance; and (×) she bad not p(epared nor administered Volunteer services Group Employment Grants, Ms. Ambrose also advised in a very candid fashion that she was surprised when she learned df her-selection for %he position here in issue. Hs. Ambrose's resume was also filed w~th the 8card. As in the case of the other two (2] candidates, this applicant had compiled an impressive record of additional training courses. Ms. Ambrose's dip]oma from Confederation College was in the field of Recreation Leadership. It is clear from a reading 6f her resume that she had also participated in various workshops and committees, The Board was ]eft with the impression that Ns. Ambrose is a very c~mpetent and professional employee, Ms. Inkster has been employed a% Lakehead Psych,attic Hospital since 1979. She became the Chlef Occupational Therapist ~n May, 1981. She subsequently assumed the position of Assistant Administrator, Clinical Services ~n December, 1988. The Board is satisfied that Ms. Inkster had a good working knowledge of the use of volunteers at the Hospital. We note that she participated im both the 1988 and ~990 competitions amd that she had input t7 imto the preparation of the cur.rent position specification for the Volunteer Co-ordinator job. Ms. Inkster gave Mr. Wasky a score of 56.5 out of 104 marks. She appeared to.have two (2) primary criticisms o~ his performance during the interview. Firstly, Ms. Inkster believed that his responses to the questions lacked energy and enthusiasm. She stated that the, pace of the answers was "particutarly~ slow", In her judgment, it is important ~hat a Volunteer Co-ordinator be able to generate enthusiasm and excitement. Ms. Inkster asserted that Mr. Wasky's communication style, as exhibited ' throughout the interview, would be a barrier to the recruitment, retention and motivation of volunteers. Secondly, she seemed to conclude that Mr. Wasky had not adequately communicated the relevance of his former position of Volunteer Organizer to the various questions.asked during the interview. Put another way, it appeared to Ms. Inkster that Mr. Wasky had not sufficiently explained how his p'rior experience would equip him to handle the demands of the poste'd position. She acknowledged that this impressi.on was based on the information he provided with respect to the questions. Ms. inkster stated her exPectation that the grievor should have raised those aspects of his, earlier position which were retevant to the questions posed by the panel, Ms. Inkster gave Ms. WEight a score of 87 out of' 104 marks. She stated the opinion that, overall, this grievor did "fairly 18 well" ir] the i.nterview. Ms. Inkster's recollection was that the i6terview with Ms. Wright started at approxinlatety 8:50 a.m. and concluded after 11:00 a.m. She described ~he interview as having been "very long." Ms. i-nks~er could ot~]y recall one (7) interruptio~ of about five(5) minutes at approximately 10-20 She denied the suggestion that the session was Jnter'rupted for a period of thirty (30) minutes. Ms. Inkster, nevertheless, agreed that she was feeling the pressure of t~me as Ms. Wright got to the end of the interview. She asserted, however, that the fact the interview ran tong d~d not affect her scoring of the candidate. He. Inkster acknowledged that she rated Ms. WrJght's performance in the acting position as "above standard." Reference has prevlOusly been ~ade to her written assessment Jn the performance appraisal of JuDe 18, 1991. In her evidence, Ms. InksteP stated that she was "certainly satisfied" with Ms. Wright's performance as the Actlng Volunteer Co-ordinator. She test~ffed that marks were not given Jn the intervlew for the appraisa] previous]y glven to the grievor, Ms. Inkster indlcated that Ms. Wright was scored exc]uslve]y on the basis of the aoswens provided. She agreed that the grJevoc ]eft exhibits 24 and 25 with the pane]. She stated that material brought Jato the J~terview would be taken into account if referned to by the' candJdate in the context of a specific question. Ns. Inkster scored Hs. Ambrose at 81 out of ~O4 marks. She testified that this candidate presented herself as well-organized and enthusiastic. It was her assessment that Ms. Ambrose was familiar with the functions of the position. Ns. Inkster indicated that she relied on the handout provided by Ms. Ambrose in the marking of question 11. She stated that the document '"completely fit with the question" and, for that reason, was considered in assigning the mark. Alt of the panelists gave Ms. Ambrose full marks for question ¢11. The pane. 1 allo'bed itself approximately fifteen (15) minutes after each interview for the completion and tabulation of their individual scores. Ms. Inkster was unable to finalize her gra'ding of Ms. Wright immediately after the interview as she had anott]er commitment. She stated that this task was completed later that same day. Zt is clear from'att of the evidence that the panel did not discuss their respective assessments of the various candidates immediately after the final interview on August 15, 1991. A further meeting was held on August 22, 1991 at-which time theW totalled and assessed the scoring. Ms, tnkster testqf~ed that the panel members discussed, the variances between certain of the marks they had assigned, She stated that, "We each justified why we had scored that way independently". She could.not initially recall whether any changes were made to the scores as a consequence of this discussion, Later, Ms. Znkster asserted that some marks were, in fact, changed. She was unable to provide any specifics as to which marks were altered. 2O Ms. inkster i.ndicated that the 1990-compe'bitiorl was not discussed during this meeting. Unfortunately, records were not kept of these deliberations. Ms, InksteF testified that she was comcermed about the degree of variarlce in .the marks assigned to the top two (2) candidates by Mr. VAn Sickte in compar,ison to those awarded by her and Mr. Loucks, She, nevertheless, did not question the objectivity of the in~.erview process. As noted earlier in this Award, the average score for'the three (3) candidates here in issue was determined to be as follows: 1. Susan Wright - 83.3 2. Anna'Ambrose - 80.5 5. Ken Wasky - 64 After consulting with the Regional Personnel Administrator, the panel concluded that the 2.8 mark difference reflected a situation of relative equality between Ms, Wright and Ns, Ambrose, In cross-examination, Ms. Inkster was asked whether this conclusion was ba~ed on the scores in the interview. Her response was, "That is correct." -' Ms. Znkster reviewed the personnel files of Ms. Wright and Ms, Ambrose. She initially testified that she also checked Mr, Wasky's file. She subsequently stated that the review of his file could have been done following the filing of the grievance. On all of the evidence, the Board concludes that' only the personnel files for the top ·two (2) candidates were indeed ~hecked.. This conclusion is supported by_the 'Summary of Interview' form subsequently completed by Ms. Inkster.. That dacument states, inter alia, that, "The personnel files of each of the two top ranking candidates were reviewed disclosing no areas of concern "(exhibit 13, tab F). It was acknowledged that the personnel files of the other three (3) candidates were not reviewed. It is clear from Ms. Inkster's evidence that Mr, Van Sickle and Mr. Loucks di'd not review the personnel files of Ms, Wright, Mr. Wasky, or Ms. Ambrose. Ms. Inkster testified that she "took back information to the panel" with respect to the files checked. She stated further that such information was "shared" with the other members, before the decision was made on the successful applicant. Unfortunately, a record was not maintained as to the content of that communication. In any event, Ms. Inkster asserted that there was nothing in the personnel fi]es to. alter the rating. It appeared from certain of her answers in cross-examination that the personnel files were assessed i.n the context of whether there was anything contained therein which w~uld negatively impact on the applicant's sui'tabi!ity for the position. This approach to the review of personnel files is reflected in the above excerpt from the interview summary sheet.· As noted, the comment taken therefrom focused on "areas of concern". Ms. Inkster added, however, that some credit would have been given ~'or any "extreme positives" found within a particular candidate's file. She testified that, 22 ultimately, the content of the per'sonnel fifes did not alter or. a~fect the scoring. It was Ns. Inkster's judgment that the personnel files supported the ability of both candidates to fulfil the responsibilities of the position. Reference checks, were 'completed by Ns, Inkster only in respect of Ms. Wright and Ms..Ambrose. It was her evidence that reference checks were done in order to see whether any new. information or perspective would be offered. She stated that the paneq was looking for "positives and negatives". Ms. Inkster acknowledged that it would have taken a lot for.them to rethink the result. She indicated on the summary sheet that, "Referees stated positive comments on each candidates." Ms. Inkster also agreed that the resumes were not used in .the scoring of the interview. She indicated that the resume of a particular candidate would not have been referred to in the interview unless that candidate alluded to specific information contained therein. In cross-examination by counsel for Ms, Wright, Ns. I.nkSter was asked whether the interview was. the "entire competition." She responded by saying, "That is correct". She asserted, however, that the reference checks and personnel files "would have influenced if there were significant areas. "Ms. Inkster acknowledged that these sources of information were not incorporated into the rating system. She was asked Whether the Panel discussed "given§ marks "for the 23 content of the personnel file, particularly the performance a~praisals. Ms. Inkster replied, "No we didn't consider that, we looked at the average of the scores." Ultimately, the competition panel ~pted to award the position to Ms. Ambrose, as the more senior candidate. She had approximately six (6) months greater sen~or'ity vis a vis Ms. Wright. In taking this decision, tile Employer purported to apply article 4.3 of the collective agreement by giving the job to the more 'senior.applicant when it perceived the qualificatiOns and abilities of the two (2) candidates as relatively equal. Mr. Van Sickle has been the Director of Vocational and Recreational Services since 1976. In that capacity, he has supervised all of'the grievors. He served as the direct supervisor of both Mr. Wask'y and Ms. Ambrose at the time of the instant competition. As stated previously, he acted as Mr. Wasky's supervisor while that 9rievor was .in the Volunteer Organizer position. Mr. Van Sickle confirmed that it was his decision to abolish that position. He stated that he did so for two (2) reasons. Firstly, he was confronted with constraints on staffing and, secondly, he was concerned that the number of volunteer hours had been diminishing-since t977. Mr. Van Sickle awarded Mr. Wasky a score of 69.5 out of 104 marks, in substance, he expressed concerns about this 24 candidate's performance similar to those voiced by Ns. Inks%er. Hr. Van Sickle stated the opinion that Hr. Wasky's responses, while well organized, lacked enthusiasm and energy. He believed that the Volunteer Co-ordinator had to be energetic in order to sell at~d promote the Hospital in a very competitive field. Mr. Van Sickle described the Volunteer Co-ordinator as "a front-line image maker" and as'"an ambassador" for the. Hospital. He testified that he did not get "a sense of salesmanship" from Mr. Wasky's presentation. Ultimately, it was his judgmen~ that personal suitability was extremely imPortant in respect ~f the position here in issue. Hr, Van Sickle acknowledged that lack of energy and commitment was not a problem exhibited by Mr. Wasky. when he worked as the Volunteer Organizer. Mr. Van Sickle also was of the view that Mr. Wasky did not draw.sufficiently from his past'experience in formulating his answers to the questions asked. He stated that in awarding points throughout t~e interview he focused on the answers given and did not take into account his personal knowledge of the candidate. Mr. Van Sickle agreed that, with respect to several of the questions, he was aware that Mr. Wasky had relevant knowledge and experience that he failed to incorporate into his responses. Mr. Van Sickle Was not prepared to credit Hr, Wask¥ for this unarticulated experience as he believed it was incumbent on the candidate to "display their knowledge and skili." He stated that the panel should not make assumptions about the 25 knowledge level of the applicants. Notwithstanding the above, M~. Van Sickle would have found Mr. Wasky relatively equal to Ms. Ambrose. On that ~na~¥sis, he would have placed Mr. Wask¥ in the job by virtue of his greater seniority. Mr. Van Sickle gave Ms. Wright a. scone of 74 out of 104 marks. He could not recall her having presented any documents at the interview and, more specifically, did not remember having seen exhibits 24 a.~d 25 from her portfolio. Additionally, he was unable to recall 'the length of her ir~terview or whether it was interrupted, as claimed. In cross-examination, Mr. Van Sickle agreed that he assessed Ms. Wright differently than did the other · two (2) panelists. Ms. Inkster and Mr. Loucks both scored Ms. Wright six (6) marks higher than Ms. Ambrose, while he placed Ms. Ambrose 3.75 marks ahead of 'Ms. Wrigtlt. He testified that his · scoring of Ms. Wright had in .fact been ir~creased at the meeting of August 22, 1991. Mr. Van Sickle also acknowledged that he may have "shortchanged'"'Ms. Wright on several questions, specifical questions 3,4' and 8. Th'is may have occurred for two (2) reasons. Firstly, in certain instances he did not record answers given by the g'rievor that were noted and credited by other instances, he was inconsistent in his scoring; that is, Ms. Ambrose received credit for a response whereas Ms. Wright did not even though the answer given was substantially similar. Ultimately, Mr. Van Sickle agreed that, baaed on his answers in cross-examination, Ms. Wright's score should be increased by two 26 (2) marks while Ms. Ambrose's score should be decreased by five Mr. Van Sickle awarded Ms. Ambrose a score of 77.75 marks. Generally, he considered that Ms. Ambrose and Ms. Wright were "materially equal" in the context of this competition. Mr. Van Sickle rated Ms. Wright ahead of Ms. Ambrose on job knowledge.' Zn contrast-, he scored Ms. Ambrose higher, in the area of skills and knowledge. He considered that the candidates were equal in terms of their personal suitability for the position. In cross- examination, Mr. Van SickTe acknowledged that he had improperTy given Ms. Ambrose credit for courses taken outside of the three (3) year period alluded to in question 2. Similarly, he agreed that Ms. Ambrose'shou]d have received five (5) marks, and not ten (10), for'question ¢11 as all of her answers related to the first par~ of the question. Mr. Van Sickle confirmed that the only personne] files reviewed were those of Ms. Wright and Ms. Ambrose. He agreed that the review of same had been conducted by Ms. Inkster and that she reported back to the panel. He.could no~ recall what exactly was communicated by Ms. Inks~er vis a vis the conten~s of the files. He suggested that the review simply disclosed that both candidates were "remarkably equal" Mr. Van Sickle asserted ~hat he was not aware of anything in Hr. Wasky' personnel f~le that would have made a material difference in the competi'bion. 27 With respect to Ms. Wright, Mr. Van Sickle asreed that had he reviewed.her performance appraisal, he would have 'had a more complete understanding of the relevant courses, she had taken. Her failure to actual.ly mention all of these courses and Other involvements led him to significantly discount her mark for question ~2. Similarly, Mr. Van Sickle conceded that if he had reviewed Ms. Wri9ht's performance appraisal, he would have been aware that many of the objectives listed on Ms. Ambrose's written submission for question ~11 were ongoing duties or projects that Ms. Wright had actually been. performing while in the acting posft~on. Mr. Van Sickle agreed that the information contained in the candidates' 'applications and performance appraisals was not factored into his scoring, or that of the other panel · members, in reaching their determination on relative equality. Finally, he could not recall reviewing the responses to the reference checks. He testified that he relied on Ms. Inkster's judgment in that regard, Counsel for Hr. Wasky submitted that the competition was flawed in a number of respects. Firstly, he argued that the panel relied exclusively on the results of the interview in reaching its final decision. The thrust of his argument.was that the selection committee improperly restricted the scope of its assessment of Mr. Wasky's qualifications and ability to perform · 'i the duties required of the Volunteer Services Organizer. From the perspective of counsel, the panel through the process it 28 adopted excluded from its consideration a number of sources of delevant information. Reference, in this regard, was:made to the panel's failure to consider and assess Mr. Wasky's resume and performance appraisals. Additionally, counsel stressed that the panel did not review the comments of his previous supervisors in a systematic fashion. It was submitted that this latter' flaw was not remedied through Mr. Van Sickle's involvement, as that gentleman consciously excluded his knowledge of Mr. Wasky from his assessment. Further, this knowledge was not communicated to the other panelists as part of the competition process. Counsel. suggested that the panel would have been in a better position to assess Mr..Wasky's candidacy had they reviewed his performance 'appraisals. He argued that such a review would have disclosed that this grievor possessed the requisite knowledge and experience for the job. Counsel asserted that the panel's failure to consider these sources of information amounted to a fatal flaw given that Mr~ Wasky had previously held the ~ob for'a period of eight (Si*years. Simply stated, it was the position of the Union that by ignoring Such information, the'Employer based its eotire decision on this grievor's performance during the interview. Counsel argued that the danger of taking such an approach was reflected in the panel's scoring of Mr. Wasky in the area of personal suitability. He noted that the panel scored the grievor low vis a vis this criteria notwithstanding the fact he had performed effectively .in the position for a lengthy period of 29 Secondly, it was the position of the Union, on behalf of Mr. Wasky, that the actual .questions asked in the competition were. subject to challenge for several reasons. It was asserted generally that the questions did not adequately reflect the content.of the position specification. By way of example, counsel argued that they did not focus on the need for teaching and wr'itten com~unication skil]s. Further, 'it was submitted that certain of the questions, such as numbers three (3) and ten (10), were excessively vague and were "unconnected" to what the panel was purportin§ to'evaluate. In this regard, counsel emphasized that six (6) of the nine (9) marks alloted for question ten '(10) were for matters not specifically referenced in the question.- Lastly, counsel submitted that the design of certain of the questions unduly favoured Rs. Wright, the incumbent at the time of 'the competition. We were asked to find that she was in a unique position to respond to questions six (6), seven (7), eight (8), nine (9), ten (10) ~nd eleven (11). Counsel also noted that approximately fifty percent (50%) of the questions were either identical, or substantially similar, to the questions asked in the 1990 competition. He suggested, as a consequence, that t~e earlier competition constituted a "trial run" for both Ms. Wright and Ms. Ambrose. It was }]is submission that a series of fresh questions should have been prepared for the 1991 comPetition so as not to disadvantage applicants such as Mr. Wasky. Thirdly, counsel noted that both Ms. Wright and Ms. Ambrose received credit for written material submitted to the panel during the course of the interview. He submitted that Mr, Wasky was prejudiced in that he reasonably believed from past experience that such material should not be brought to an 'interview. Ultimate.ly, the Board was asked to award the position to Mr. Wasky,' Counsel argued that we had been afforded a full opportunity, through a ton9 and extensive t~earing, to assess the- applications, resumes, performance appraisals and supervisory comments pertaining to all of the candidates. He submitted that, this evidence, together with the other merits 'surrounding Mr, Wasky's application, could support a Conclusion that this grievor was at least relatively equal to the two (2) other applicants of relevance to this proceeding, Such a finding would entitle Mr. Wasky to the position.in view of'his greater seniority. In the alternative, we were asked to order a re-run of the competition. The Board was referred to the following authorities in support of Mr~ Wasky's grievance: Palatino, Ra~os, Patterson, 1968 et al./89 (Kapl~n); Coulter, Charleau, 1395, 1304/88 (Watters)'; CliDperton, 2554287 ~Watters); Nixon, 2418/87 (Fisher); Oallo, 1522/85 (Fisher); Skater, Glemnitz,. 1934,1936/87 (Springate); Poole, 2508/87 (Samuels); .Esmail, 1186/87 (Dissanayake); Re Elein County Roman Catholic Separate Scho~t 31 Board and London and District Service Workers' Union, Local 22___~0 (1992), 26 L.A.C. (4th) 204 (Rose); Alam, 0735/85 (Brandt); ~ Powers, 7t6, 866/89 (Gorsky). Counsel'for Msi Wright aisc submitted that the competition was flawed. He emphasized that the panel did not sufficiently consider this grievor's Past performance, particularly while in the acting position. It was asserted that such evidence, which was obtainable from sources such as performance appraisals, if reviewed would have demonstrated that Ms. Wright was, in fact, the superior candidate. Counsel suggested that a more diligent review of past experience would, inter alia, have disclosed the following: (i) Ms. Wright functioned independently as a Volunteer Servel cas Organizer~ while Ms. Ambrose merely assisted her supervisor; (ii) Ms. Wright had demonstrated ability in recruiting, assigning and retaining volunteers, while Ms. Ambrose's involvement in these areas was much more informal; and (iii) Ms. Wright's experience and ability with volunteer agencies was far more extensive than_that of Ms. Ambrose. Counsel for Ms. Wright focused on Hr. Van Sickle's scoring of the grievor in comparison to the scoring of Ms. Inkster and Mr, Loucks. He noted that Mr. Van Sickte's assessment in several respects was inconsistent with that made by. the other two (2) panelists. Counsel desc. ribed the discrepancy as "inexplicable," He further submitted that there was a lack of consensus among the 32 par)el members with respect to the followin9 n~atters: what responses would receive credit in the question relating to retention of volunteers; whether marks could be deducted for a candidate not providing a suggested answer;' and the manner in which the panel intended to treat written material given to them at the interview.. It was suggested that Ms. Wright was disadvantaged on this latter point. More specifically, counsel stated that if the grievor had been given more direction on the panel's approach to written material, she would have given more detailed answers towards the end of the interview. Counsel further submitt.ed that the questions asked in the 1991 competition did not favour Ms. Wright, as claimed by counsel for Mr. Wasky. With respect to question six (6), he suggested that Mr. Wasky should have been able to identify, the listed agencies from his past experience. He did not consider it material that Ms. Wright may have had more recent experience with a group such as Via-Vitae. Counsel made the same point with respect to'questions touching on quality assurance. While acknowiedging that question eight (8) may have had %he appearance of unfairness to other candidates, given that Ms. Wright was previously confronted with a similar occurrence, counsel no~ed that the question contained an added element. More specifically, he stressed that her situation did not involve a threat to go to the media.on the part of the person who witnessed the incident. He noted further that the Hospital's policy on patient abuse was 33 available for all of the candidates to review. Ultimately, it Was'his position that the question as to how to respond to this type ~f patient abuse was a fair one. With .respect to question nine (9), counsel argued that the use of patients as volunteers was not a new issue or one uniquely associated with'Ms. Wright. Similarly, he suggested that the Hospital's Mission Statement was readily available to all employees. Finally, counsel maintained that vis a vis question ten (10), Mr. Wasky himself was aware that 'bhe Volunteer Services Executive had been a troubling issue of long standing. Counsel for Ms. Wright argued, in effect, that Mr. Wasky's · experience in the position was "stale" 9ivan that he last worked in the job in 1981. He also noted that there had been fundamental changes made to the position since that time. He further submitted that little turned on the fact that Mr. Wasky . had engaged in research and publishing. The Board was asked to recognize that the position does not require a university degree. For alt of the above reasons, counsel submitted that Ms. Wright should b~ awarded the position as the superior .candidate. It was argued in the alternative that the competition should be re-run with conditions, We 'were provided with the following additional awards in support of Ms. Wright's grievance: Eaton, 0629/85 (Knopf); Tan.qie, 1388/85 (Forbes-Roberts); Sabots, 34 2238/87 (Watters); GlQveE, 2571/87 (Barrett), Thirumalai, 979/86 (Slone); Anderson et al., 2132/87 (Forbes-Roberts). Counsel for the Employer submitted that the overal~ competition process was fairly conducted. Reference was made in this regard to the following aspects of the competition: (i) the panel was comprised of members of management who were very familiar with the volunteer position in question; (ii) each panelist separ&tety scored the interview responses; (iii) the panel prepared appropriate answers and a scori'ng format; and (iv) the panel members engaged in a discussion on areas where there were significant differences in scoring. Counsel also argued that the q~estions were reasonably related bo the position specification. Additionally, she stated that it was not surprising that the 1990 and 1991 questions were similar in content as the job remained the same. It was the thrust of the Employer's position that the competition, as run, allowed for a complete and accurate assessment of the respective abilities of the three (3)'candidates. From the perspective of the Epployer, it was not obligated to establ'ish the existence of a "perfect competition" In this instance, it was asserted that any flaws that might have occurred were immaterial and would not, if corrected, lead to a different result. Counsel noted that the position formerly held by M.r. Wasky had been abolished in 1981. She alluded to the fact that the 35 decision to reassign the grievor was subsequent to certain cOncerns being raised in one of his performance appraisals about the effectiveness of the position. Counsel stressed that Mr. Wasky had not been successful in the ~988 competition, in 1991, he placed fifth.out of six (6) candidates. Counsel indicated that the evidence supported the validity 0¢ such placement.. She suggested that the panel had properly and fair'ly concluded that Mr. Wasky lacked the requisite enthusiasm for the position and that he had simply not been as thorough 'in his resPonses as Ms. Wright or Ms. Ambrose. It was submitted on behalf o¢ the Employer that a' panel did not have to actively search out answers to questions in a candidat'e's resumer application or personnel file. Rather, counsel argued that it was incumbent on the applicant to relate their skill, knowledge and experience to the posted position by way of his or her responses.to the questions. In her judgment, Mr, Wasky failed t'o establish this nexus. She suggested that it would be wrong for a panel member to assume an answer to a questio~ on the basis of some knowiedge they might have about a particular applicant. Counsel submitted that the interview process would become excessively subjective if panel members were required bo make these kinds of assumptions. In the circumstances of this case, it was argued ~hat Mr. Wasky could not reasonably believe that' he was precluded from bringing written'materials to the interview. Mention was made of the fact that he ultimately was permitted to resort to such material in the 1988 competition. 36. . Counsel acknowledged 'bha~ Ns. Znksber's evidence was nob al1 (hat clear as to whether this 9r~evor's personnel file was reviewed as part of the competitiot~ process. In the final analysis, it was her submission tt~at failure to engage in suc~ a review was not a fatal flaw with respect-to Mr. Wasky's grievance. The Board was reminded that Mr. Van Sickle was familiar with Mr. Wasky as he had been his supervisor for a number of years. Counsel referred to the former's evidence to the effect that he was unaware of anything in this griever's personnel .file which would have dictated a different outcome in - this competition. I~ was her assessment that Hr. Wasky's' appraisals were merely average while those of Ms. Wright and Ms. Ambrose were above average. She also reiterated that the panel had access to the resumes and applications of all of the applicants, including Mr. Wasky. in summary, it was 'the position of the EmplOyer that Mr. Wasky was not relat'ively equal to the other two (2) candidates and could not, gherefore, lay claim to_ ~he position by virtue of his 9rea~er seniority. We were accordingly asked to dismiss his grievance. ,; Counsel for the Employer acknowledged that Ms. Wright scored -' highest, in the interview. She stated, however, that when all · ~ a,spects of the competition were considered, including applications, resumes and the contents of personnel files, the 3 ? I griever and Ms. Ambrose were relatively equal for purposes of a'rticle 4.3. She ma.intained that the panel foun~ nothing in .the personnel files of these two (2) candidates which would.serve to distinguish one from the other. Counsel-submitted that the Board should not issue an award which would, in effect, penalize the Employer for'attempting to comply with the collective agreement. Counsel asserted that Ns. Ambrose's performance could be explained on two (2) grounds'. Firstly, in the 1990 to 1991 period, she was developing skills'substanti'ally similar to those- required in the position of Volunteer Services Organizer. It was argued that these skills were directly transferable to the position sought. Counsel further asserted that experience in the actual job was not a necessary precondition for success in the competition, From her perspective, it was more important for the applicant to possess the skill and ability to do the job. Secondly, counsel referenced the evidenCe from Ms. Ambrose as to the extensive preparation she engaged in prior to the interview. We-were urged to conclude that it was therefore not surprising that she performed as well as she did in the instant competition. The Board was cautioned generally about altering any of the scores given by the three (3) panel members. With respect to question eleven (11), it was noted that each member gave full marks to Ms. Ambrose. Additionally, it was submitted that the weighting given to the area of personal suitability was 38 suppor'table in view of the nature of the job. Ultimately, we were asked to dismiss Ms. Wright's grievance and to sustain the Employer's decision to award the position to Ms. Ambrose. Counsel for the Employer filed the following awards with the .Board without making comment on their-applicability to this case: Vaillancourt,. 1620/87 (Wilson); caSsell, Laugher; 1834/90 (Low); MacLellan and DeGrandis, 506 et al,/81 (Samuels); ~clntyre, 0141/85 (Knopf); Bent, 1733/86 (Fisher); Brander, P/0006/92 (Willes); Eazzolari, Kumal~ Budwat, 1244 et al./84 (Verity); ~io~ 894/89 (Barrett); McCaig, 0191/88 [Fisher);' Peters, 1423/90' (Kaplan); Chert, Talon, 70/79 (Brent). In his reply, counsel for Ms, Wright submitted that applications and resumes must be taken into account in making the decision called for by article 4.3 of the collective agreement. He asserted that it was wrong to simply use this source of' information as a "screening device". He also noted that in this 'instance, the personnel files were. reviewed by just one (1) member of the panel. Counsel suggested there was little, if any, evidence to show that they were taken into account by'the entire panel in coming to their collectiv6 decision as to the qualifications and abilities of the candidates. It was counsel's submission, that the personnel files, and more importantly the appraisals contained therein, were used only in a negative sense, More specifically, he argued that Ms, Inkster reviewed them to 39 determine.if they contained any information which would merit disturbing a decision already reached. Counsel repeated his submission that the Employer did not evaluate Ms. Wrigh't's prior Performance in the acting position in a systematic way i'n order to assess her skill, ability and qualifications for ~he job of Volunteer Services Organizer. Article 4.3 of the collective agreemeBt reads: ~n f~Tl~ng a vacamcy, the Employer shall give primary consideration to qualifications.and .ability to perform the required duti'es. Where qualifications and ability. are relatively equal, length of continuous service shall be a consideration. This Board'in MacLeltan and De Grandis, 506, 507, 690, 691/81 (Samuels) summarized the criteria by which to judge a competition. In that award, the factors were listed as follows: 1. Candidates must be evaluated on alt the relevant qualifications for the job as set out in the Position Specification. 2. The various me~hods used to assess the candidates should address these relevant qualifications in so far as is possible. For example, interview questions and evaluation forms should cover all the qualifications. 3. Irrelevant factors should not be considered. 4. Alq the members of a selection committee should review the personnel files of all o¢ the applicants. 5. The applicants'supervisors should be asked for their evaluation of the applicants. 6. Information'should be accumulated in a systematic way concerning all the applicants. (pages 25-26) \ 4O The above factors have received general'acceptance by numerous ~an~ls of this Board. This fact is reflected by most of the awards cited to us by counsel for the two (2) grievors. As noted by this Vice-Chairperson in Coulter, Char]eau, "the underlying premise of this approach is that competition panels must give due consideration to the candidate's qualifications and ability to perform the required duties as per article 4,3." The Board has consistently determined that this task cannot be properly or adequately performed on the basis, of just an. oral interview. It has required that a broader base of information be assessed for purposes of complying with the contractual direction contained within article 4.3. This has included resort %o Dersonnel files, particularly the performance appraisals contained therein, and supervisory comments. An example of where this approach was employed is the award in Palatino, Rasos, Patterson. The majority of the Board there stated as follows: ". ..... We' also'find, however, that the employer in this case religd too heavily on the interview results. The authorities are extremely clear that the employer must not rely solely on interviews in job posting cases. At the very least the employer must also . conduct reference checks of all candidates with immediate supervisors 'and review al] app]icants] .personnel files ........ , if the employer relies solely on the interview for making an assessment of candidates it does so at its peri]." (page 45) Zt is clear to this Board that the pane] in this instance relied excessively on the scores generated through the interview process In the case of Mr. Wasky they did. not conduct a .reference check nor review his performance appraisals, as 4t contained in the personnel files. Ms. tnkster agreed that in assessing his related expecience, she relied exclusively on the information he presented at the interview. Similarly, 'Mr. Van Sickle appeared to make a conscious decision to disregard. knowledge that he had pertaining to Mr. Wasky's past experience. Both panelists were of the view that .it was incumbent on all applicants to demonstrate their experience, skills and qualifications through the4r answers to the questions posed at the interview. We have no doubt given the panel's failure.to review other sources of relevant i.nformation, that Mr. Wasky was effectively excluded from further consideration solely because of the interview scoring. Reference checks and a review of performance appraisals were ,: completed with respect to Ms. Wright and Ms. Ambrose. The Board has been persuaded, however, that the decision they were relatively equal was premised almost entirely on their respective interview scores. Rs. Znkster, as noted previously, agreed that .; the panel's conclusion vis a vis the issue of relative equality was based on the interview results. She further agreed with the suggestion that the interview was the "entire competition", subject to some "startling" information, being discovered in the review of the personnel files. Mr. Van Sickle testified that the information contained in the applications and performance appraisals was not factored into the scoring that ultin~ately led the 'panel to conclude the top two (2) candidates were relatively 42 I 4 -i equal. We gleaned from his evidence that the panel were driven tb their conclusion by the interview results. As stated in the evidence, Ms. Inkster was the only panel member who actually reviewed.the personnel files of Ms. Wright and Ms. Ambrose. As. chairperson, she.reported back to the panel as to the results of her review. Unfortunately, the subsequent discussion of the panel was not recorded. As a consequence, it has been difficult to assess what effect, if any, they gave to the information obtained. In our judgment, it would have been helpful had the panel documented any discussion on the impact of. the data contained in the personnel files. The Board was left with the impression, from the evidence presented, that the performance appraisals were not assessed in the context of what they might offer with respect to the candidates' qualifications and ability to perform the required duties of the Volunteer Services Organizer. Rather, we are satisfied that the panel looked to this source of information to find any "extreme" ': - positives or negatives which might deter it from a decis'ion · already taken. Ultimately, the board concludes that the panel did not assess the personnel files, and most importantly the appraisals contained therein, in an attempt to discern the respective abilities of the candidates. Instead, we think that the material was assessed in order to determine whether a conclusion of'~elati.ve equality, premised on the interview scores, should be disturbed. 43 It is the judgment o¢ this Board that the review of the personnel files, as described above, constituted a fatal flaw in. the competition process. Simply put, the pane7 in effect virtually ignored Ms. Wright's involvement in the acting position. While that involvement would not guarantee success in a subsequent competition for the permanent position, we consider that 'it should have been assessed on a more systematic basis, and that it should have been factored into the comparison of the relative status of Ms. Wright and Ms. Ambrose'. We have not been satisfied that this type of evaluatio~ occurred. ~n the case of Mr. Wasky, it clearly did not given the decision not to review his personnel fitel There was no consideration, therefore, whether his past work experience in a simil, ar position might offset, at least to some degree, a poor performance inrthe interview. We find this failure to properly assess the.past experience of these grievors to be somewhat surprising given.the qualifications listed in the posting. That document called for experience in co-ordinating volunteers and for "demonstrated- ability" and "working kn~wT~dge" in other areas relating to volunteer services. The above comments are also applicable to the are~ of supervisory comments. At the time o¢ the competition, Ms. Inkster served as Ms. Wright's' supervisor. Similarly,-Mr. Van S~'ckqe acted as the supervisor for both Mr. Wasky and Ms. Ambrose. Despite these relationsl~ips, it is clear that the panel 44 did nob assess in a systems'bio way how 'the 9rievor's past ~xperience and work record might equip them to hand'te the duties and responsibilities o¢ the posted position. We also note in this regard tt~at little use was made of information contained.in the resumes and application forms. Add~b'iona]ly, references ~ere not checked in respect of Nr. Wasky~ In 'summary, the Board concludes that the type of broadl~ based assessment required in cases of this nature was not completed in this instance. In our judgment, the panel placed excessive emphasis on the. interview scores ~n' rejecting Hr. Wasky's candidacy and ~n determining that Ns. Wright and Hs. Ambrose were relatively equal. We think in the final analysis that they excluded relevant information from their consideration. For 'these reasons, the Board finds that' the competition should be re-run, subject 6o the conditions l'isted below. We have not been persuaded that the panel's failure was immater~'al to the ultimate result and may, accordingly, be overlooked. Similarly, we have not been convinced that a case has been made to pl¢ce either Hr. Wasky or Ns. Wright directly into the position' The above f~nding ~s sufficient to d~spose of th~s case. The parties, however, raised numerous other issues relating to the competition. We elect to address certain of these questions in the hope that our comments might be of.assistance in future competitions, incquding the re-run which this Board has ordered. 45. As. stated earlier, both parties to this dispute, advanced submissions relating to the questions asked during the interviews. After considering these submissions, we have determined as follows: (i) .the questions-asked were reasonably related to the position' specification for the Volunteer Co-ordinator job; ,(ii) the su9gested answers were generally appropriate with respec.t to the questions asked. We note Chat many of the questions were open-ended and we.re such that a variety of responses could be given. The evidence Presented suggests that the panel was prepared to consider, and give credit for, answers which were not listed on their answer sheets. We find, however, that greater care could have been used 'in framing the wording of question ten (10). As indicated earlier, the panel awarded six (6) of the nine (9) marks to matters implied, but roi; directly asked, in-the question, We have not be~n persuaded this deficiency had a material impact on'the outcome of the competition. (iii)it is apparent that at least six (6) of the questions asked were similar to those asked in the ~990 competition with respect to the acting position. Ms. Wright and Ms'. Ambrose might therefore have some advantage over Mr. Wasky in their response to same'. After reviewing the questions asked, we are unable to conclude this advantage would be significant. In our judgment, Mr. Wasky, given his past experi'ence, should have been able to adequately address the issues raised; (iv) we'have found that the questions reflected the content of the position specificatiof~, 'As Ms, Wright had been in the job for sixteen (16) months, it is l,ikely that certain of the questions were easier for her t;o answer, This potential is very difficult to completely eliminate when an applicant has been acting in 'the posted position for a considerable period of time. Care must be taken, however, in designing the examination so as not to give an incumbent an advantage that can be said to be unfair. We cannot find the advantage to have been unfair in this case, especially since both of the other applicants asserted that they either had or were engaged in the core 'duties of the position, We do express some concern with respect to question eight (8). The situation depicted therein was close, but not identical, to a situation which Ms. Wright had actually confron.ted. We note that Ms. Wright and Ms. Ambrose scored the 'same number of total marks for that question. Nevertheless, the Board thinks that this type of question, which has the appearance of being unfair, should be avoided in future. (v) the Board 'is disinc'tined to second guess the Employer in its decision to increase the weighting of the factor relating to 47 personal suitability. We think 'that questions nine (9), eleven (11) and twelve (12) were appropriate and did not call for excessively subjective judgments. Further, we are satisfied that the VotunLeer Services Organizer must demonstrate energy and enthusiasm in their every-day work. A number of concerns were raised by the Union with respect to the scoring of the instant competition. After rewiewing the submissions, we conclude as follows- (i.) during the course of. their evidence, the two (2) pane~ members had numerous difficulties in recalling from their notes why marks were given.or withheld for specific questions. While memor'ies obviously fade with the passage of time, this loss of recollection can partially be overcome through the making of contemporaneous notes in a thorough and legible .fashion. Additionally, We thi~k that a clear record should be kept of the results of any meetihg at which scoring ~ discussed and changed. As noted, this was not done here with respect to the meeting of August 22, (ii) the Board has concerns with respect to certain aspects of Mr. Van Sick]e's sconin9. Clearly, his marki'ng differed materially from that of Ms. Inkster and Mr. Loucks vis a vis the relative positions of Ms. Wright and Ms. Ambrose. Different percept'ions and assessments are to be expected 48 when a panel is comprised of' '~hree (3) persons. Indeed, this potential is one of the reasons why competitior~s are not administered by a single individual. The theory, quite clearly, is theft a three (3) persor'~ panel will provide a broader, fairer and more informed judgment on the ultimate question. In this case, our' con.cerns with Mr. Van Sickle's scoring are two-fold. Firstly, he failed on at least one (1) occasion to credit Ms. Wright for answers given which he either failed to hear or record. It was an important omission as Ms. Znkster noted and gave credit for the response. Secondly, again on one (1) occasien, he was ~ inconsistent in his scoring of Ms. Wright and Ms. Ambrose, in the sense th.at he credited tile latter for an answer but .i declined to do so for the former despite the fact her response was substantially the same. Generally, we are inclined to believe that Mr. Van,Sickle may have underscored Ms; wright somewhat. The Board wishes to make clear, however, that ~e do not consider thi's to have been a ] deliberate act on the part of Mr. Van Sickle. There'was : absolutely no evidence of bad faith on his part; (iii)the Boar'd is disinclined to draw any adverse inferences relating to Mr. Van Sickle's scoring on the basis of the score~ he gave in the" ~990 competition, notwithstanding that .. the questions presented were similar in both instances, In our judgment, primary emphasis must. be placed on the scoring 49 ,- of the qompetit;ion which was grieved. We consider that a comparison, of a pane~ fuember's scoring tn two (2) separate and distant competitions has little merit or utility. '(iv) lastly,'we accept the Employer's argument that candidates must respond to the precise questions asked. The panel should nob be obligated to assume the applicant knows the answer because Of their past experience. The Board agrees that the'panel can score 'bhe ir~terview on the basis of the answers actually received. It is for this reason that'the - panel must also look to broader sources of information ·such as performance appraisals and supervisory comments. A rev'iew of this type of data will disclose whether the interview results represent an incomplete-or inaccurate picture of the :experience, ability and qualifications of a particular candidate. It is apparent 'to the Board that Mr. Wasky sho(~ld have known that he could bring written material with him to the inter_view. As indicated·,· he was ultimately perr¢itted to resort to such mater%al %n the 1988 competition. There is no evidence to suggest that h~s lack of success there~'n was related to his insistence that he be a]towed to .uti]ize wrltten material. Mr. Wasky did not grieve the result of the 1988 competition on that ground not did he al]ude to the mat~er in his critica] memo to ,+ Mr. Loucks dated August 4, 1988 (extqibit 14). On the evidence 5O before'us, it is possible that Ms. Wright ma~ not have received complete credit for the written material she supplied to the panel,, at least not t~ the same extent as Ms. Ambrose. To avoid this type o¢ concern, the panel should initially decide', and then instruct the applicants, &s to how written materials may be ut'ilized at' the inter'v~eu. Lastly, the Board has not been persuaded that Ns. Wright was adversely affected by the one (~) or two (2) interruptions that occurred during the course o¢ her interview. In this competition, the Employer purported to comply with article 4.3 of the collective agreement. More specifically, it gave effect to Ms. Ambrose's greater seniority on the basis of its conclusion that she was relatively equal to Ms. Wright. If the Employer had reached that decision after a'thorough review of the broader informational sources referenced in this award, it is .unlikely that the r~sult would be subject to challenge. HeFe, the Board has elected to intervene given that we have concluded the Employer did not proPerly or fully assess the qualificatidns and ability of these two (2) grievors to perform the required duties of the Volunteer Services Organizer, In this respect, the Employer contravened art-icle 4.3. Our decision should not be read as a critique of Ms. Ambrose's talents. 'The Board was impressed with her experience and qualifications. It is easy to . understand that she might perform well'in an interview setting. We have ultimately concluded, however, that e×bessive weight was 51 placed by the panel on the interview performance ~f all three (3) candidates. For all of the above reasons, the grievances of Mr, Wasky and Ms. Wright are allowed, in part. We order that the. competition be re-run, subject to the following conditions: 1. 'The competi'tionlshould be restricted to the two (2) grievers and Ms., Ambrose; 2. The se'lection panel should not include any of the three (3) individuals who conducted the process which we have found to be flawed; 3. The prOcess should be commenced Qithin thirty (30) days of the issuance of this award, subject to mutual agreement' as to the extension of time; 4. A fresh set of questions should be prepared for the interviews. These questions should reflect the position specification as of the date of the last competition; 5. The selection panel is t° discount the experience gained by Ms, Ambrose since her'appointment to the contested position' to the extent that is possible. The 'Board will' retain jurisdiction to resolve any difficulties that may develop in.the implementation of this award, _ Dated Windsor, Ontario this 16th. da~_~f_February ,~994. M.V. Watt~./¥ice-Chai'rperson ,~. Seymour, Member G. Milley, Member 52 ( ~'¢~¢~o~ ' ~ Post~Zon Specification & Cla~s A,ocaUon-C · (Refer ~o ~ack of form for completion ~Lun teee Co-ordinator [ 05-9597-~5 ~ ra.W~k(fl~P.T:Po~,only) [Cll~ ~h.I ~ w~ ~ r~ ~ ~ ~* ~ ~-) C~e[I) Volunteer Semites Organ zer SuP.n~e~:Volunteer Co-ordina[Or I 05-9597-&5 8ren~a~[~ ~O~ ...... ~' Assistant A~[nis~ator L~ationLakehead P~ia[ric ~it~ ~.T~'~ ~ H~g i, t a:~~ r .... ~ Clinical Services Thunder Bay . I "'~'/-Ni:qf'potltimnl No. ofpl~es Assis~an[ Admlniscrator - ] ~ 'l~] '""..~'1'~ I NIL C inica Serv ces 05-9597-0, To pl~'~.Organ~ze~ implement and evaluate a Voluntee~ Serv;ces Program which the ~oals and objeclives of Lakehead Psychiatric Hospital. 1.Plam~Lo~amizes and cooPdimate5 the Volum[eec Pmo~mam determining program needs by attending unit bus[ness meetings ond ... depar:men Is; -- recruiting volunteers through media adver[]sing, participation with various · ;~t~e'r. aaencies, pe~sona~ presentations, w~rd of mouth; -I .scceening potential volunteers by interviewing, checking references and ~ ~ Jd~te~ining personal suitab,l,ty; 95__ . providing a comp~ehenslve orientation of :he hospital to registered volunteers; -- overseeing the training, supervision and evaJuatJon of each voJunteer; --.. ~JECidg-'each volunteer [na program according to the e~pressed needs of star members, keeping in mind the expectations of the voJunteer; es~abl ~$hJng~ a~d implementing regular volunteer recogn~Z~o~; ~ providing staff t~ainlng, both initial and ongoing, tn the use and acceptance vOJ unteees; -- ~espondJng to requests for volunteers and jointly preparing job des6riptions; -- .Ch~tF~g Volunt~ Services AdvJsory Committee meetings, an~ act%n9 as the Corresponding S~retary for the Volunteer Services Group Executive body; -- promoting volg~teerism in the community through regular liaison with various "C0'~J ty · agencies; · ~! ~b~r~Jp~ng J'n regional and provincial volunteer groups. GeneraJ 5upecvlSion ... ~commended Ciasslflcation: t un tear: ,Serv ices 0rOe n ~ zer 10092 Hour~ ~f "W~rk: 36.25 Wk .Min. AD-09 PersonneJ Officer '4. [k~]li a~kn~l~ r~ui~ t0 ~dorm job at full wor~nj le~a. I ~ai~te ~n~toty ~ede~tJJtl or license, if :xperience ~n c~rdinating volunteer services; good 0ral and written communicatior demonstrated ability to estaDlish ~ood interpersonal relationships with a wide var of individuals; working knowiedge of the Thunder Bay Volunteer community with d strated ability to'work effectively with a var;ety of organizations and agencies. (( 5. Si,n,tur, ,m--I,. S~..i,or O.,. M~nin~ ~ [ Janet R. Foster F.O. Loucks - Hospital Admin[~ L Day ~1 hive ¢lall~fled lhit ~otitio~ I~ ~corde~ca wi~h ~he Civil Sluice Com~tllon Cl~Mi[icllio~ $~enda?~l lot the following reason: Under ge~ral d~ction res~nsible for planing, p~tion ~d direction of ~ act: c~r~ensive p~.of Volunteer Se~ices. s. ~ Rec~its, assesses, orients, assi~s ~d evaluates Volunteers: ~intains associated ~co~ · c. ~ta~s liaison with facility staff ~d c~i~y org~izations ~d agencies to p~te vol~teerism. ~;g~at~re 01 lu~horiz~O ~1~ -- -- O~te ~V~ ~V~tUatO?'S ~l · t "- 7~O.t 072 IRkv.~10~S~ InstrUctions for compiellng form CSC-$150 ~his 10~m u In<~iC. ated below I~ NI ~l~e~= excepl ~ ¢ov~r~ ~ [~ ~utJve ~m~n~t~ Pla~, M~a~emem ~m~l ~n PI~ zlnl~r~c]O~ ssJfl~ Full and Pa~-tlme positions: ~o~ to'~ ~mplel~ In lis entlre~ a~ce~ 1o~ lhe Fu~ ~e ~z ~ ~n 1. ; :la~lfledm~l ~ ~Seas°nale. PoNtions (Group 3): ~mpla[e ~ns [ ~d 6 excel for the Fu~I0nN ~ ~x In other positions: ~mp~t~n ol this fo~ in ~ ~ as ~1 out e~ve f~ Un~s~ ~nN P~A~, is lnS~Cti0ns for ~ding Position Identifier Instmc~ons to~ c~ing ~asona~ Wo~ Pe~od · Multiple ~e~, La.. Summer. f~l. mS and celeted tasks {cont'd) collin~ the Voluntee~ Services P~oscam by: · me~ntainlng ~-meco~d keeolng system which p~ovides accurate da~e re n~mbec of vol'unlee~s, volunteec houcs, and I~ation compilln9 statls[Jcs~ p~epe~in9 cepo~ts~ both .monthly and annually; developing a Quality Assurance Program end conduc~in9 various aud;ts Assu~snce cequicemen ts; ceviewing and. updating Volunteer"Services Pcoceduce Manual and Ocientation p~epa~ing :and s'ubmlttIng annual budget; p~e~a~ing and administering the VoJuntee~ 5ePvlces G~oup Employment Gcants; establishing and implementing a p~ess foc eva~uat~on of the Volunteec PPog~am. Pecfo~ms cea&ted dut~es.a'~ assigned, s and Know~edge Requited rlo~ pfannln~ and organizing s~ills; demonstrated leadership, teaching and publ king sRilis. OemonstP~ted knowledge of current {ssues related ~o provision of al Health ~rv[ces; taCl and dip~omacy. · VOLUNTEER SERVICES ORGANIZER 24-13-91 SELECTION COMMITTEE: J. R. Inkster, Chair F. Loucks, Hospital Administrator J. Van Sickle, Director, Voc. Rec. Services (Personnel Rep.) G. Trottier, Community Advisory Board Candidates will be evaluated on the basis of their responses, and selection of the successful candidate will be based on scores' achieved in the following areas: Skills and Knowledge - Ques. 2 = 5) = 15 3 = ~0) Related Experience - Ques. 1 = 12 Job Knowledge - Ques. 4 = 10) : 5 = 8)7--~9~ 7 = Problem Solving - Ques. 8 = 6) = 15 - 10 = 9) Personal Suitability ~ Ques. 9 = 9) 11 = 10) = 29 12 = 10) Total = 10~ Candidate's Name: QUESTION i: Pie~se outline your work history, stressing the significant experiences which have prepared yo'u for the position of VOlunteer Services Organizer at 5akehead PsyChiatric Hospital, aa it relates to: leadership: community liaison with organizations and agencies: public speaking and communication: working with the psychiatrically disabled. Response demonstrates independent functioning in the followin9 areas: - leadership - community l'iaison with organizations and'agencies - public speaking and written responses - working.with psychiatrically disabled 3 points per each section Maximum 12 points Answers should be graded with ~espect to: clarity of thought: - concise, to the point answers communication, style: - energetic' - enthusiastic as appropriate - communicates at a'good pace - effective choice of words The panel members are to feel free to request clarification or expansion of responses.. QUESTION 2: ~Please outline any relevant seminars, workshops you have attended in the past three years. Have you deYel0ped any special skills which might apply to the job responsibilities of Volunteer Services Organizer? Describe how these special,skills have .prepared you for this position. Candidates will be awarded' 1 poin~ for each relevant workshop/ skill. Candidate must indicate relevance of knowledge/skill and evidence of application of the skill to the position responsibil- ities. 2 points £or each significant managemen~ course: 1. Manigement courses - e.g. Level I and II 2. SkiLls which would bring him/her into contact with the volunteer segment - e.g. significant volunteer activity fo'r a per~od over 6 months. *Ca didates must show how the skill relates.to the job. 3. Pub!is speaking, Toastmaster. Maximum (5) Answers should be graded with respect to: clarity of thought: - concise, to the point answers communication'styl~: - energetic - enthusiastic as appropriate - communicates at a good pace - effective choice of words EDUCATION: QUESTION 3: Outline for the committee five issues related to Mental Health and discuss 'how these issues could effect the way in which volunteers provide services to this hospital. 1. Proposed Forensic Unit for the hospital. 2. Adoption of the Psycho-social Rehabilitation Model. 3. Emphasis on treating the chronically, psychiatrically disabled. 4. Educating the public re: mental illness: reducing the stigma of mental illness. 5. Limited dollars to spend on Mental Health Care. 6. Institutional care vs community care, a struggle for the same dollars. 7. Use of controversial treatment - i.e. E.C.T. or medication. 8. Recognizing patient rights to refuse treatment. Maximum 10 points 1 mark each for identifying 5 Mental Health issues. 1 mark each for explaining how the Volunteer Services will be effected. Answers should be graded with respect to: clarity of thought: - concise, to the point answers communication style: - energetic - enthusiastic as appropriate .~ - communicates at a good pace - effective choice of words QUESTION 4: Recruiting and retaining volunteers is a difficult task. Outline for'the committee how you plan to keep volunteers and why you believe this strategy will be effective. 1. Providing a thorough orientation. 2. Making frequent contacts with volunteers and the volunteer's supervisor 'to ensure everything is going all right. 3. Addressing education n~eds, i..e. concerns about specific illness. 4. Highlighting achievements of volunteers in newsletters, bulletin, etc. 5. Recognizing volunteers with pins and certificates, etc., birthday cards, special notice- of contribution or achievement. 6. Listening to concerns and doing something about concerns. 7. Finding fulfilling work for the volunteers to do. 8. Encourage staff to recogniZe the volunteer's contribution. The candidate'should be'able to give at least six distinct ways to sustain volunteers. 1 point for 1 reason --' total of 6 points Bonus of 2 points for each additional -- total of 4 points Maximum 10 points - Answers. should be graded with respect to: clarity of thought: - concise, to the point answers communication style: - energetic - enthusiastic as appropriate - communicates at a good pace - effective choice of words QUESTION 5: The Community 'Support Program, a newly developed initiative in the hospital, has come to you .for volunteers to be part of a new 1 to 1 leisure time buddy volunteer program. In~itially, the Community Suppor~ Program staff would like to start with twelve volunteers with a commitment of one contact per ~eek. Ho~ would you ~andle this request? 1. Negotiate with Community Support Program staff 5o estab!isb some flexibility in the number of volunteers and frequency of contacts. 2. Ensure that you have a thorough, understanding of the Community Support Program. 3. Request assistance from the Public Relations Department, get pictures of clients in leisure .activities, etc. for promotional material. 4. Develop some catch phrases, involve clients with writing their own reasons why they want a volunteer. 5. Target a specific' group - e.g.. College, university or church group. Sell it as a project. 6. Involve clients and Community Support Program staf'f in the actual display and promotional drive. 7. Utilize public announcement, set up flyers/posters. 8. Once the program is initiated,.begin to expand the program by using established volunteers to market the program. Candidate should sho~ an Understanding of the range of recruit- ment techniques and the necessity to be flexible in approach and creative and innovative in.adopting different approaches. 1 point for each technique stated. 7 points 1 bonus point for evidence of understand- ing of the Community Support Program. Maximum 8 Answers should be graded with respect to: clarity of thought: - concise, to the point answers communication style: - energetic - enthusiastic as appropriate - communicates at a good pace QUESTION 6: Identify the following organizations and indicate how the LPH Volunteer Services .Group could be invo!ued with them. - Canadian Mental Health Association - Rehabilitation Action Program' - John Howard Society - M2 - W2 - Multi-Cultural Association - Via Vitae - Volunteer Action Centre - Ontario Friends of Schizophrenics Candidate should be able to identify each Organization's involve- ment with voluntarism. ~ 1/2 mark Candidate should be able to identify how our volunteer organiza- tion would link with. the organizations. 1/2 mark MalimUm ~ marks Answers should be graded with respect to: clarity of thought: - concise, to the point answers communication style: - energetic - enthusiastic as appropriate - communicates at. a good pace - effectiue choice of ~ords QUESTION 8: A volunteer Somes to yo'u most upset that she has witnessed a staff physically abusing a patient. The staff member was forcing food into a patient's mouth, although the patient, was protesting. The volunteer threatens to take this information to the press. Outline how you would handle this incident. · 1. Ask the person to your private-office and request ~hat they describe the incident. 2. Ask the Assistant Administrator, Clinical Services, to' join the discussion' tf unavailable, request the presence of the Admini'strative Assistant t'o Hospital Administrator or Psychiatrist-in-Chief. 3. Notify the Public Relations/Communications Officer of the potential media coverage. 4. Explain hospital policy on patient abuse to the volunteer, and request that he/she respect the policy, explaining the long term negative effects of media coverage. 5. Assist volunteer to describe the inc.ident in writing. 1 point for each step Maximum 6 Answers should be graded with respect to: clarity of thought: - concise, to the point answers communication style: - energetic - enthusiastic as appropriate - communicates at a good pace effective choice of words - QUESTION 9: Please comment on the following: (1) The use of patients as volunteers. (2) Volunteer-run programs such as the Patients Library should be able to operate on a set schedule. (3) The role of volunteers in Supporting the Hospital Mission Statement. Candidates should be able to give a balanced response pointing 'out strengths and weaknesses, and illustrate practical skills in assessing patients appropriatenbss to be- come a volunteer. 2) Candidate Should recognize the importance of establishing programs that run on a set schedule, regardless of avail- ability of volunteers. 3) Candidates should be able to identify the.patient population that the hospital is committed to serve, and show how volunteers can .serve this group while fostering strong community linkages. 3 points each comment Maximum 9 Answers should be graded with respect to: clarity of thought: - concise, to the point answers communication st. yle: - energetic - enthusiastic as appropriate - communicates at a good pace - effective choice .of words QUESTION 10: Discuss your strategy for establishing a strong, vital executive body of the Volunteer Services Group. - Incorporate executive body - Develop fund-raising activities - Sponsor specific activities for the hospital Any answer which can be defended, taking into account the difficulty the hospital has.had in organizing and maintaining an active Executive body of Volunteer Services Group. 3 points for identifying what is a strong, vital Executive body. 3 points for identifying activities for the Executive. 3 points for identifying a strategy tnac will make the Executive body strong and vital. . maximum 9 points Answers should be graded with respect to: clairty of thought: - concise, to the point answers communication styl'e: - energetic - enthusiastic as appropriate - communicates at a good pace - effective choice of words QUESTION 11 (a). Outline for the committee what you would like · to achieve during the next three years. Candidates should be able to discuss proposed directions - e.g. - Volunteer Services Group becomes active and self-governed - Development of gift shop-reception - Development of recruitment programs for specific target groups. 5 points (b) Discuss the impact of your three year plan and link the rationale supporting your chosen directions. 5 points Candidates should be able .to justify directions, linking them with the hospital's strategic objectives, and annual goals and objectives. Maximum 10 points Answers should be graded with respect to: clarity of thought: - concise, to the point answers ' communication style: - energetic - enthusiastic as appropri, ate - communicates at a good pace - effective choice of words Review the answers of the tl questions and based on the candidate's answer, assign up to 10 points for communication and clarity of thought.