Staff Performance Management Plan Template and Evaluation Form

This document provides a performance management plan template designed for employee evaluation and development. It includes sections for outlining work plans with specific HR objectives, actions, resources, and performance indicators. The template features a learning and development plan to identify necessary skills and training activities, a section for rating employee performance against company values, and a risk assessment to identify potential obstacles. The plan also includes agreement sections for the employee and manager to acknowledge the review process at mid-year and end-of-year stages, along with an evaluation form to assess the effectiveness of review meetings and coaching sessions. Desklib offers this template along with numerous other resources to aid students in their academic pursuits.

Performance Management Plan - template
Employee: Larissa
Role: Staff member
Date: XX February 20XX
Work Plan (to be completed in February)
How are you working towards achieving the operational objectives for your department?
HR Objectives Actions
Timeframe
Resources Performance Indicators
Smooth communication Developing a smooth communication
frameworks High 1 year
 Available resource of
various techniques
 Availability of
technological means
Feedback and smooth flow of
work
Grievance redressal Establishment of interdepartmental
grievance redressal mechanism High 1 year
 Technology
 Information about
Environment.
Reduction in frequency of
conflicts
Employee motivation Performance appraisal High 1 year High productivity of the
employees
Monetary and non-monetary
rewards
Lucrative incentive schemes Mediu
m 1 year
Reduced attrition rates
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Performance Management Plan - template
Achievement (Copy and paste the actions into this table and then apply a percentage estimate of completion of at mid-year and end
of year)
Actions
Percentage of
achievement at mid-year
(July)
Percentage of
achievement at end-of-
year (December)
Comments
Developing a smooth communication
frameworks 50% 100%
Establishment of interdepartmental grievance
redressal mechanism 50% 100%
Performance appraisal 50% 100%
Lucrative incentive schemes 50% 100%
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Performance Management Plan - template
Learning and Development Plan – plan your development activities in February. The plan may be updated any time throughout the
year.
What development do you need to help you achieve your personal and work goals?
Skill Area Potential Activity Timeframe Priority Achieved?
Comments
Personalised training of the
employees Training sessions 8 months High Yes
Public speaking Interpersonal communicative
session 5 months Medium Not yet
Developing work knowledge Educational sessions 6 months Very high Yes
Interpersonal communication
between the employees and the
management
Seminars and meetings 1 year High Yes
Leadership training Leader training session 1 year Very high Not yet
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Performance Management Plan - template
Company Values – rate yourself against the company values. Your manager will do the same.
Rating: (A) Always, (M) Most of the time, (S) Sometimes, (R) Rarely, (N) Never
Value Self-Rating
Mid-Year
Manager
Rating
Mid-Year
Self-Rating
End-of-Year
Manager
Rating
End-of-Year
Comments
(indicate who has entered the comment)
Quality
Always provide quality products and service A A A S
Innovation
Boutique Build will be leaders in house designs,
systems and processes
A A A M
Integrity
Employees will work with integrity. Integrity is the
cornerstone of our existence
M S A A
Respect
Respect is earnt and not expected A A S M
Reliability
Employees are reliable in their service, internal
and external
A A A A
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Performance Management Plan - template
Risk Assessment (to be completed in February and updated as required through the year)
Identify all of the risk that may impact on you achieving your individual actions and learning and development plan.
Risk
Likelihood
(Low/Medium
/High)
Consequence
Low/Medium
/High Control Comments
Interpersonal conflict Medium Medium Through established of grievance redressal system
Interdepartmental conflicts Medium Medium Smooth communication and enlightened leaders of
the department
Lack of financial resources High high External investment
Lack of employee engagement Medium Medium Higher motivation and recognising their needs
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Performance Management Plan - template
Development Stage Agreement:
 The employee and the manager agree that the plan contained here within has been discussed and agreed upon.
 The employee agrees that they have received suitable training on the performance management process.
Employee Signature: Larissa Date:
Manager Signature: Date:
Mid-Year Review: The employee and the manager agree that the review has been completed in consultation and both parties agree
to the comments, ratings and percentage of achievement as documented.
Employee Signature: Stella Fernandez Date:
Manager Signature: Date:
End-of-Year Review: The employee and the manager agree that the review has been completed in consultation and both parties
agree to the comments, ratings and percentage of achievement as documented.
Employee Signature: Robert Grey Date:
Manager Signature: Date:
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Performance Management Plan - template
This form is to be completed in Assessment Task 3A
EVALUATION OF REVIEW MEETING AND COACHING SESSION
(This form is to be completed only where the assessor did not act in the role of learning and development
coordinator for the coaching session in Assessment Task 3A. This evaluation is not used as evidence of
competence but rather as evidence of completion).
In your opinion, did the student demonstrate: YES NO
 Appropriate language for the meeting participant which may have
included not using jargon or acronyms, even tone, appropriate
speed and volume of voice and clear explanations? yes
 Negotiation, influencing and leadership skills to direct the
discussion and reach agreement on the draft plan and Code of
Conduct, and respecting and acknowledging the views and
opinions of staff?
no
 Effective verbal communication skills such as asking questions to
indicate listening and to clarify understanding, paraphrasing and
summarising discussions and decisions? yes
 Effective non-verbal communication skills such as nodding to
indicate listening, smiling and friendly positive facial expressions,
making eye contact, maintaining personal space and using
appropriate hand gestures?
yes
Training Participants Signature:
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