Performance Management

work plan form

Link to instructions for using this form.

Employee Name: _______________________________________

Date: __________________________________________________

Position/Title: _________________________________________

Department: ___________________________________________

This is a worksheet/planning document to be used throughout the performance management cycle. Every year in June or July the work unit's objectives for the performance period and the individual's job description should be reviewed before completing the work plan. For each job responsibility or project, the supervisor and employee should determine one or more planned activities and expected outcomes. Expected outcomes are quantitative measures or qualitative statements which define expectations. At the annual performance appraisal meeting, both individuals should comment on whether the expected outcomes have been achieved.

Priorities for the Next Months

Job Responsibility/Project:

Planned activity:________________________________________________________________

Expected outcome(s):___________________________________________________________

Comments (midyear & annual) re: progress and/or actual outcome:

______________________________________________________________________________

______________________________________________________________________________

Job Responsibility/Project:

Planned activity:

Expected outcome(s):

Comments (midyear & annual) re: progress and/or actual outcome:

______________________________________________________________________________

______________________________________________________________________________

Plan Date:

Employee Signature: ___________________________________________

Supervisor Signature:___________________________________________

Review Date:

Employee Signature: ___________________________________________

Supervisor Signature:___________________________________________