Performance Management Phase II - Check-in

This phase is done as close to mid way through the performance cycle as possible. Much of this phase will involve coaching. Coaching is a method of providing feedback. It helps shape performance and increases the likelihood that the employee's results will meet expectations. A coaching session generally focuses on one or two aspects of performance.

Once performance goals are set, managers should check in regularly with employees to discuss the status of goals and to provide feedback based on observations of an employee's performance. It is equally important to provide feedback on areas of success as on those requiring improvement.

Documentation of meetings and observations can be done online using the Progress Notes feature in the PeopleAdmin Performance Management module. Progress Notes are where both supervisor and employee can keep a private log of milestone attainment or development throughout the year. Progress Notes should be written with as much specific detail as possible. See examples below of ineffective verses effective notes.

Mid-Point Check-in Meeting

During this phase of the performance cycle, the manager and employee meet to discuss goal progress and job performance. This meeting is similar in length to an annual review where progress on goals and observations regarding performance levels of competencies and job duties are discussed. This mid-point check-in meeting also provides an opportunity to adjust goals, if needed.

Mid-point Check-in: Employee Responsibilities

• Review Work Plan and Progress Notes prior to meeting with manager.
• Be prepared to discuss progress, concerns or recommended changes to the Work Plan.

Mid-point Check-in: Manager Responsibilities

• Review Work Plan and Progress Notes prior to meeting with employee.
• Be prepared to provide effective feedback on progress and performance levels observed.
• During the months of July through November, have Mid-point Check-in meeting with employee.
• If needed, revise Work Plan in PeopleAdmin Performance Management module with employee.
• Document key discussion points in comment section of Mid-Point Check-in within PeopleAdmin Performance Management module.

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