PERFORMANCE DEVELOPMENT - OVERVIEW

Performance Development is a strength-based approach to performance planning, review and improvement. Performance Development focuses on employee growth, tapping into existing strengths, improving performance and developing new skills and knowledge.

The purpose of the development may be focused on attaining current job expectations or stretch goals, expanding capabilities within the work unit or organization, improving performance and job satisfaction and/or developing the employee for possible future career opportunities as part of a larger career and succession planning strategy.

Annual goals are set by the employee in collaboration with their supervisor. Goals need to be verifiable, accountable to the employee, linked to the department/university plan, useful and easily tracked. Goals also need to have clear measures that are specific, measurable, achievable, realistic and timebound (eg. quality, quantity, cost, time). The process is ongoing and largely driven by the employee with the supervisor as coach and partner.

Human Resources recommends a Performance Development approach to Performance Planning, Review and Improvement.

The purpose of the Performance Development Process (PDP) is to

• Improve 2-way communication between supervisors and employees
• Develop clear expectations
• Link individual, work unit and organization goals
• Ensure employee development plans are in place
• Address performance issues and help the employee get ‘back on track’
• Facilitate career and succession planning
• Provide a record of accomplishments and performance
• Recognize employee achievements and celebrate successes
  

IMPORTANT: To use these forms correctly, you must follow the steps below:

1. Open the form
2. Click - File Save As
3. Rename the Form (e.g. to the relevant employee's name)
4. Save to a Folder on your computer and close the document
5. Re-Open the document (re-opening will convert to a Word Document)
6. Now the Form is ready for you to complete.

Probationary - Performance Planning and Review

	Probationary Process	Probationary Forms
PEA	Probationary Review Process	Probationary Period Review Form
ME	Probationary Review Process	Probationary Period Review Form
CUPE951	Probationary/Trial Review Process	Probationary/Trial Review Form
CUPE917	Probationary/Trial Review Process	Probationary/Trial Review Form
Exempt	Probationary/Trial Review Process	Exempt Support Staff Probationary Form

Annual - Performance Planning and Review

	Annual Process	Annual Forms
PEA	Annual Performance Planning and Review Process	Annual Planning and Review Form
ME	Annual Performance Planning and Review Process	Annual Planning and Review Form
CUPE951*	Annual Performance Planning and Review Process	Annual Planning and Review Form
Exempt	Annual Performance Planning and Review Process	Annual Planning and Review Form

Note:* The form and process for CUPE 951 will be piloted until February 2010. We will then seek feedback and make changes as required. Please see your HR Consultant before piloting this form and process within your department.

CUPE 951 - Samples for Probationary Process

• SAMPLE form completed - CUPE 951 
• SAMPLE Responsibilities - Admin Officers, Dept Secretaries and Exempt staff 

ME/PEA/Exempt Flowchart and Samples

• Annual Performance Planning and Review Flow Chart 
• SAMPLE Director/Manager Responsibilities 
• SAMPLE form completed - ME and PEA
• Worksheet Clarifying Responsibilities  
• Career Plan Sheet 
  

Performance Improvement

• Performance Improvement Flow Chart 
• Performance Improvement Procedure