The Company
Employee
Performance Plan and Review
YEAR________
____________________________________________________
EMPLOYEE NAME
_____________________________________________________
DEPARTMENT
______________________________________________________
MANAGER
_____________/_________/___________/_________/__________
HIRE/REVIEW 3 MONTHS 6 MONTHS 9 MONTHS 12 MONTHS
DATE____________________
Performance Plan and Review
IN THE NEAR FUTURE YOU WILL BE MEETING WITH YOUR MANAGER TO PLAN YOUR PERFORMANCE IN THE COMMING YEAR.
IN PREPARATION FOR THIS MEETING, IT WILL BE HELPFUL TO CONSIDER PAST CONTRIBUTIONS AS WELL AS FUTURE GOALS.
PLEASE BE PREPREPARED TO SPEAK TO THE FOLLOWING QUESTIONS.
1. What are your areas of responsibility/ What are your capabilities?
2. What team contribution have you made?
3. In What ways can you contribute to The Company's Values and/or key objectives?
4. What do you consider your strengths to be?
5. What skills do you possess which will beneifit the organization?
6. What future contributions would you like to make to The Company?
7. In what areas do you want to grow professionally?
8. What capabilities or skils do you need to develop for the next year?
9. What support do you need from your manager?
PART ONE
AREAS OF RESPONSIBILITY
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CAPABILITES
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PART TWO
CAREER DEVELOPMENT
GOALS/CONTRIBUTIONS
(BEYOND NEXT YEAR)
DEVELOPMENT NEEDED TIME FRAME
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CAPABILITIES AND SUPPORT NEEDED
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PART TWO
CAREER DEVELOPMENT
GOALS/CONTRIBUTIONS
(WITHIN THE YEAR)
GOALS TIME FRAME
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CAPABILITIES AND SUPPORT NEEDED
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GOAL SETTING
CAREER DEVELOPMENT
SUMMARY
Q-1 _________________________________________________________
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Q-2
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Q-3
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Q-4
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PART THREE
QUATERLY GOAL SETTING
Q-1
GOAL SETTING
( SPECIFIC, MEASURABLE, ACHIEVIABLE,RESULTS-ORIENTED TIME BASE )
GOAL: RESULTS
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Support Needed:
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GOAL:
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Support:
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PART THREE
QUATERLY GOAL SETTING
Q-2
GOAL SETTING
( SPECIFIC, MEASURABLE, ACHIEVIABLE,RESULTS-ORIENTED TIME BASE )
GOAL: RESULTS
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Support Needed:
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GOAL:
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Support Needed:
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PART THREE
QUATERLY GOAL SETTING
Q-3
GOAL SETTING
( SPECIFIC, MEASURABLE, ACHIEVIABLE,RESULTS-ORIENTED TIME BASE )
GOAL: RESULTS
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Support:
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GOAL:
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Support:
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PART THREE
QUATERLY GOAL SETTING
Q-4
GOAL SETTING
( SPECIFIC, MEASURABLE, ACHIEVIABLE,RESULTS-ORIENTED TIME BASE )
GOAL: RESULTS
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Support:
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GOAL:
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Support:
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PLAN _________ _________________ ____________________
DATE MANAGER EMPLOYEE
REVIEW _______ _________________ ____________________
DATE MANAGER EMPLOYEE
REVIEW _______ _________________ ____________________
DATE MANAGER EMPLOYEE
REVIEW _______ _________________ ____________________
DATE MANAGER EMPLOYEE
__________________________________________________________
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__________________________________________________________
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In the near future you will be meeting with your manager to complete an annual review.
In preparation for this meeting, please be prepared to speak to the following questions.
-What were your most significant contributions/
-What were your gratest challenges?
-What things would you do differently?
How have you demonstrated the following:
-Self development?
-Staying close to the customer?
-Focus on results, not form (People over paper)?
-Flexigility and change?
-Good judgment?
-Technical knowledge of business?
If you are in a leadership position, how have you demonstrated:
-Ability to hire and develop great people?
-Leadership and vision?
-Communication?
-Conceptual thinking and problem solving?
-Long-term vs. short-term planning?
Based on your goals, what were the most significant
contributions you make last year?
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What were your greatest challenges?
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Based on your learnings, what will you do differrently next year?
Employee:_________________________________________
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Manager:____________________________________________
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What areas will you focus on for your development next year?
Employee:_____________________________________________
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Manager:________________________________________________
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Additional Comments:
Employee:________________________________________________
________________________________________________________
________________________________________________________
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Manager:______________________________________________
_____________________________________________________
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Employee Signature Date Manager Signature Date