Performance Management and Development Plan Template
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Performance Management and Development Plan Template
Optimize employee performance and development with our structured workflow guiding you through identification, strategy, implementation, and review.
1
Identify the employee's key performance areas
2
Establish the objectives for each performance area
3
Discuss the objectives and performance areas with the employee
4
Document the agreed-upon objectives and performance areas
5
Define SMART goals relevant to each objective
6
Identify any improvement areas and define appropriate strategies
7
Discuss and agree upon the implementation plan of the strategies with the employee
8
Approval: Implementation Plan
9
Implementation of the strategies
10
Monitor and document the employee's performance
11
Provide regular feedback to the employee
12
Gather relevant performance data
13
Approval: Performance Data
14
Conduct a formal performance review meeting with the employee
15
Document the outcomes of the performance review meeting
16
Identify new improvement areas and discuss with the employee
17
Review and revise the performance objectives and goals
18
Approval: Revised Objectives and Goals
19
Communicate the revised objectives and goals to the employee
20
Design a new development plan based on the outcomes of the performance review
Identify the employee's key performance areas
In this task, you will identify the key performance areas for the employee. These areas are the crucial aspects of their job that contribute to their overall performance. By identifying these areas, you will be able to set clear objectives and goals for the employee, which will ultimately lead to improved performance and productivity. To complete this task, you may need to review the employee's job description, observe their work, or consult with their supervisor or colleagues.
Establish the objectives for each performance area
Once you have identified the key performance areas for the employee, you need to establish specific objectives for each area. Objectives provide a clear direction for the employee and help them understand what is expected of them. In this task, you will work with the employee to set SMART objectives that are specific, measurable, attainable, relevant, and time-bound. By setting clear objectives, you will be able to track the employee's progress and measure their performance.
Discuss the objectives and performance areas with the employee
In this task, you will have a discussion with the employee to share the identified objectives and performance areas. This discussion is an opportunity to ensure that the employee understands the expectations and goals set for them. It is also important to provide any clarification or additional information needed by the employee. During the discussion, encourage the employee to ask questions and provide their input on the objectives and performance areas.
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Morning
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Afternoon
3
Evening
Document the agreed-upon objectives and performance areas
After the discussion with the employee, it is important to document the agreed-upon objectives and performance areas. This documentation serves as a reference for both the employee and the manager. It helps ensure that everyone is on the same page and provides a basis for monitoring and evaluation. The document should clearly outline the objectives, performance areas, and any specific details or targets associated with each objective.
Define SMART goals relevant to each objective
SMART goals are specific, measurable, attainable, relevant, and time-bound objectives that support the overall performance objectives. In this task, you will define SMART goals that are directly aligned with each objective identified in the previous task. These goals should be specific, measurable, attainable, relevant, and time-bound. By defining SMART goals, you provide the employee with a clear roadmap for achieving their objectives and measuring their progress.
Identify any improvement areas and define appropriate strategies
In this task, you will identify any improvement areas or areas where the employee can enhance their performance. Improvement areas may be related to specific skills, knowledge, or behaviors that need development. Once you have identified the improvement areas, define appropriate strategies or actions that can help the employee address these areas. These strategies may include training, coaching, mentoring, or other development opportunities.
Discuss and agree upon the implementation plan of the strategies with the employee
In this task, you will discuss and agree upon the implementation plan of the strategies or actions defined in the previous task. This discussion is important to ensure that the employee understands the proposed plan and is committed to implementing it. During the discussion, address any concerns or questions raised by the employee and make any necessary adjustments to the plan. The goal is to have a clear and agreed-upon implementation plan that both the employee and manager are aligned on.
Approval: Implementation Plan
Will be submitted for approval:
Discuss and agree upon the implementation plan of the strategies with the employee
Will be submitted
Implementation of the strategies
Now that the implementation plan is in place, it is time to put the strategies or actions into practice. The employee should start working on the identified improvement areas and follow the agreed-upon plan. During this phase, it is important for the employee to actively seek feedback, ask questions, and seek support if needed. As a manager, provide guidance, resources, and any necessary assistance to ensure a smooth implementation process.
Monitor and document the employee's performance
In this task, you will monitor and document the employee's performance based on the agreed-upon objectives, SMART goals, and the implementation plan. Regularly observe the employee's work, review their progress against the set targets, and document any notable achievements or areas for improvement. Monitoring performance allows you to provide timely feedback and make necessary adjustments to the development plan as needed. It also helps in measuring the overall effectiveness of the plan.
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Excellent
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Good
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Average
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Below Average
Provide regular feedback to the employee
Feedback plays a crucial role in performance management and development. In this task, you will provide regular feedback to the employee based on their performance observations. Feedback should be specific, constructive, and focused on areas where improvement is needed. Additionally, it is important to acknowledge and celebrate the employee's achievements and progress. Regular feedback helps the employee stay motivated, gain insights, and make necessary adjustments to their performance.
Gather relevant performance data
In order to conduct a thorough performance review, it is important to gather relevant performance data and evidence. This data can include the employee's key achievements, progress against objectives, feedback received from stakeholders, and any other relevant performance-related information. Gathering this data ensures that the performance review is comprehensive, objective, and based on evidence. It also helps identify areas for improvement and informs the development plan.
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Achievements
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Feedback
3
Stakeholder Input
4
Performance Metrics
Approval: Performance Data
Will be submitted for approval:
Monitor and document the employee's performance
Will be submitted
Gather relevant performance data
Will be submitted
Conduct a formal performance review meeting with the employee
In this task, you will conduct a formal performance review meeting with the employee. This meeting provides an opportunity to discuss the employee's performance, provide feedback, and evaluate their progress against objectives and goals. During the meeting, both parties should be prepared to share observations, insights, and feedback. The goal is to have an open and constructive dialogue that focuses on performance improvement and development.
1
Morning
2
Afternoon
3
Evening
Document the outcomes of the performance review meeting
It is essential to document the outcomes and discussions from the performance review meeting. This documentation serves as a record of the meeting and ensures clarity and consistency in the evaluation and feedback provided. The document should include key points discussed, areas for improvement, and any agreed-upon actions or adjustments to the development plan. Sharing this document with the employee helps them understand the outcomes and retain information for future reference.
Identify new improvement areas and discuss with the employee
After the performance review, new improvement areas or developmental needs may surface. In this task, you will identify any new improvement areas based on the performance review outcomes and discuss them with the employee. These areas can be added to the employee's development plan to ensure ongoing growth and improvement. The goal is to have a continuous cycle of performance improvement and development.
Review and revise the performance objectives and goals
Based on the outcomes of the performance review and identified improvement areas, it may be necessary to review and revise the employee's performance objectives and goals. This task involves a collaborative effort between the employee and the manager to ensure that the objectives and goals are still relevant, aligned with the organization's objectives, and reflect the employee's developmental needs. The revised objectives and goals should be specific, measurable, attainable, relevant, and time-bound.
Approval: Revised Objectives and Goals
Will be submitted for approval:
Review and revise the performance objectives and goals
Will be submitted
Communicate the revised objectives and goals to the employee
Once the revised performance objectives and goals are finalized, it is essential to communicate them effectively to the employee. This communication ensures that the employee understands the updated expectations and is aware of the revised objectives and goals. It is important to provide clarification, answer any questions, and address any concerns that the employee may have. Effective communication sets the stage for continued performance improvement and development.
Design a new development plan based on the outcomes of the performance review
Based on the outcomes of the performance review and the revised objectives and goals, it is necessary to design a new development plan for the employee. This plan should outline the specific strategies, actions, and resources required to support the employee's development and enhance their performance. The development plan should be aligned with the employee's goals, address their improvement areas, and provide a roadmap for their ongoing growth and development.
