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Performance Planning

Performance Planning and Communication Process
     1. Align with Mission/Vision
     2. Performance Planning
     3. Day-to-Day Feedback
     4. Quarterly Check-In
     5. Formal Review
FAQ's
Forms
Communication Tips
Policy & Procedures
Organization Development & Training
Human Resources

 

 

* Before beginning the PPC process, review USF’s policies and procedures for performance management and evaluation.

1. Define the work

·        What is the nature of the role?

·        What are the primary duties and responsibilities as defined by the employee’s Position Description Questionnaire (PDQ)?

 

2. Communicate standards and expectations

 

The following can be used to develop clear standards and expectations:

·       Quality measures

·       Customer expectations

·       Time deadlines and efficiency expectations

·        Cost effectiveness measures

 

Tips for clearly communicating expectations and standards:

 

·        Be specific – avoid overly broad and ambiguous terms

 

Too broad:

Provide good customer service

Be courteous and friendly

 

Specific:

Smile and make eye contact when a new customer enters the room

Return all client calls within 24 hours

 

·        Check to see what clarification is needed

·        Ask for a summary to ensure understanding

 

I want to be sure I covered everything. Would you tell me what you’ve heard so far so I can be sure I didn’t miss anything?

 

3. Set goals

 

·        What results are to be achieved in the next month, quarter, and/or year?

·        Why are these important? (How do they serve the department and/or organization’s mission?)

 

Use the following SMART criteria when setting goals

Specific

 

Clearly defines a single outcome or result

 

Measurable

 

Identifies criteria for successful achievement

 

Ambitious

 

Is challenging and inspiring

 

Reachable

 

Is feasible given the employee’s skill and the organization’s resources

 

Time-bounded

 

Defines a deadline for goal achievement