After The Review Meeting - Section 5

Included in this section: Steps to Complete the Review | Regular, Informal Check Points and Revising the Plan

Steps to complete the review


Both staff member and supervisor sign and date The Plan.  

Forward the originals of The Expectations (the employee's perspective as well as yours), and The Plan to the Department of Human Resources.  

Keep a copy of each for your files.

Give the employee copies of both The Expectations (both perspectives) and The Plan.  

Review progress on The Plan periodically and revise as necessary or appropriate.  

Regular, informal checkpoints and revising the Plan

Although the performance review is designed as an annual process, it is essential that managers conduct informal check points throughout the year to provide ongoing feedback to employees regarding progress on the Plan. We suggest a minimum of quarterly touch points. In addition to providing feedback, managers and employees can discuss possible obstacles and make changes to the Plan when necessary. This is also an excellent time to get feedback from your employee on how well you are supporting their efforts.

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