Performance Management Project

PERFORMANCE MANAGEMENT PROJECT

Forms Index:

#PM1 Performance Management Review Form (Adobe)
Performance Management Review Form (Excel)

#PM2 Performance Planning Form (Adobe)
Performance Planning Form (Excel)

#PM3* Supervisor Feedback Form for Performance Management Program (Adobe)
Supervisor Feedback Form for Performance Management Program (Excel)

#PM4 Supervisor Checklist for Performance Management Program (Adobe)
Supervisor Checklist for Performance Management Program (Excel)

#PM5 Employee Self-Evaluation Form (Adobe)
Employee Self-Evaluation Form (Excel)

#PM6 Mid-Year Performance Management Review Form (Adobe)
Mid-Year Performance Management Review Form (Excel)

Probationary Evaluation form for Non-Bargaining Classified Staff (Please refer to Policy #40.042)
(Only Available using Adobe)

Using the Excel version of the forms:

forms may be edited (i.e. font, size, etc.) as any other Excel document

to increase area for a field (i.e. comments) simply point at the row number, click and drag the cell to the desired height

*Revised Supervisor Feedback Form September 2002

During the Performance Planning Session, the initial stage of the Performance Management process, supervisors are expected to meet with their employees and complete the Performance Planning Form (#PM2.) At this time they need to decide whether or not they will use the Supervisor Feedback Form. Following the employee’s Year End Review, the form is to be shared with the supervisor prior to submission to his or her supervisor.

Note to Employees
The revised form is based on the same seven competencies currently used to evaluate classified and IT employees. Supervisors should be evaluated based on how the competencies apply to their supervision of you. Please consider using this form to clarify expectations and goals with your supervisor, and to help establish open two-way dialogue.

Note to Supervisors
As a leader, you influence employees, guiding and providing direction when needed. Through on-going coaching, you are able to enhance the performance of employees while maintaining effective communication. You demonstrate by example, your expectations and best practices. Finally, your role as a motivator and supporter is critical to creating an inviting yet challenging environment in which to work and produce successful results. Please encourage your employees to give you the feedback you need to help develop you in your role as a coach, mentor and supervisor.

We hope the revised form will promote partnership and mutual growth.

If you have any questions about the use of this form or any other part of the performance management process, please contact your planning unit’s plan sponsor or University Human Resources.

Check this site for project updates. This website will continue to grow as the project proceeds. This is part of our communication strategy to ensure accurate and timely information.