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Tools and Resources

The 2017 - 2018 Performance Planning Process is live. 

Click here to view an infographic on how to complete a Performance Plan. Click here to see a sample of a completed performance plan. 

Below you can also find step-by-step user guides and additional resources to help you navigate through the Performance Management phases.


User Guides: How to Complete the Three Phases in the Performance Management Process

Phase 2: Mid-Cycle Review

Informal 1:1

Informally meet one-on-one to assess progress on previously established goals.

The following video is available through for free to all faculty, staff and students. 

Phase 3: Performance Review

Step 1: Manager Adds Job Duties

This step is similar to the actions performed earlier in the performance plan step. However, it is important that the manager add job duties both in the performance planning and performance review step.

Step 3: Manager Performs Assessment


Step 4: 1:1 Meeting

This step is a sit down session between manager and employee to discuss the employee's performance review.


Ask yourself the following questions:

  • have you had an open dialogue regarding performance throughout the year?
  • are your assessments going to come as a surprise to employees?
  • are you prepared to listen to differing perspectives regarding your performance?

The following videos are available through for free to all faculty, staff and students.