Performance Planning and Review

The best performance and career planning comes from regular communication between you and your staff about their goals and performance.

Performance planning and goal setting typically start at the beginning of the fiscal year in July, with ongoing development conversations and check-ins throughout the year.

The standard performance cycle closes by mid-June with a written performance review and performance conversation. The review should reflect the past year's accomplishments and development areas and set the stage with goals for the year ahead.

Merit recommendations, typically due in May, should reflect the performance review and rating that you write.

Employee Performance Summaries

To help your staff think constructively about their performance over the past year, managers can send their employees one of the following performance summaries to complete ahead of their review. Or, if preferred, ask the employee to write their performance summary in a format of their choice.

Option 1: Open-Ended Questions

This option provides open-ended questions for employee reflection, asking them to reflect on significant moments, strengths, areas of improvement, and support needs from the past year.

    Option 2: Online Review Format

    This option is formatted to follow the online performance review system, outlining individual goals from the year, indicating what was accomplished for each and where there are areas for improvement.

    SMART Goal Worksheet

    When setting performance goals with your staff, ensure they are specific, measurable, attainable, relevant, and time-based.

    Feedback Planner

    Manager feedback should be organized around concrete behaviors, situations that worked well, or situations that might have worked better.

    The Feedback Planner is meant to help managers with writing performance reviews or conducting a feedback conversation with an individual.