Employee Performance Management Template: Goals & Objectives

This document presents an employee performance management template, featuring sections for employee details, performance goals and objectives, organizational culture and values, and learning and development plans. It includes fields for setting SMART targets, assessing performance against objectives, providing feedback from both the employee and supervisor, and outlining future training needs. The template also incorporates ratings for overall performance and alignment with organizational culture, culminating in an acknowledgment section for signatures and dates. Desklib provides access to this and other solved assignments for students.

Performance Management Template
Employee Details
Employee’s Name John Smith
Employee ID Number 123456
Job Title Trainer
Supervisor’s Name Alexa Mathews
Performance Period 2 years
Performance Plan
Performance Goals & Key
Objectives
Performance Measures or Targets (should be SMART) Time Frames
(if applicable)
How well have measures/targets been
achieved? Employee &/or Supervisor’s
Comments
Imparting Training Should have knowledge on the ERP Systems and other MS
Office systems
NA Has achieved all the requirements of
the job
End of Year Assessment
Rating of Overall
Performance.
1 2 3 4 5
Exceptional Above
Expectations Effective Developing Below
Expectations
Overall Rating for Overall Performance
Against Objectives
1-5: 1
Notes on Assessing Overall Performance at End of Year:
5. Below Expectation
A contribution that indicates there is room for improvement in several definable areas.
4. Developing
A contribution that is stronger in some aspects of the job than others, where most objectives are met although performance improvements could still take
place.

3. Effective
A contribution that achieves required objectives and standards of performance and meets the normal expectations of the role.
2. Above Expectations
A contribution that meets all the objectives of the role including some “stretch” objectives (stretch objectives are those that require additional effort beyond
normal expectations), and a standard of performance greater than expected for the role.
1. Exceptional
A contribution that meets all the objectives of the job, exceeds required standards and consistently performs in a thoroughly proficient manner beyond
normal expectations (typically 10% of staff).
Organisational Culture and Values
Organisational Culture
and Values
Behavioural Performance Measures or Targets How well have measures/targets been achieved?
Employee &/or Supervisor’s Comments or Examples
(including any potential conflicts)
Clan Culture Performs well within the working environment and imparts a good
training culture
The targets set for the trainer have been properly
achieved.
Market Culture Imparts training in order to develop better knowledge based on
producing good and knowledge students who would provide
valuable services to the organisation
The targets set for the trainer have been properly
achieved.
End of Year Assessment
Rating of Behaviours against
Organisational Culture &
Values
1 2 3 4 5
Acts
as
Role
Model
Consistently
Demonstrates
Generally
Demonstrates
Inconsistently
Demonstrates
Rarely
Demonstrates
Overall Rating for Organisational Culture and Values
1-5: 2

Employee’s Feedback and Achievements for Performance Period
I have been able to impart the best kind of training to the students based on the needs of the industry.
I have been able to interact with different students and provide them with the best kind of knowledge.
I had also been able to provide the best kind of training on ERP implementation processes.
Supervisor’s Feedback and Achievements for Performance Period, including feedback or complaints from other stakeholders
The trainer has accomplished the set objectives.
The trainer was able to interact well with the students and provide them with sufficient knowledge.
The trainer was also able to conduct proper examination after the training session.
Learning and Development Plan

Identified training needs
(Skills, knowledge, experience)
Learning and development activity
(Training, projects, job rotation, seminars,
conferences, higher education or access to
additional resources etc.)
Costs
(If applicable)
Time frames
(If applicable)
Basics on ERP Systems Seminar NA 5 days
Examination on the Basics Based on project needs NA 1 day
Next part of Training on ERP Systems and
Handling
Seminar NA 7 days
Agreed Outcome for Performance Period
Overall Performance (1-5): 5
Organisational Culture and Values (1-5): 5
Acknowledgement
I acknowledge that I have discussed my end of year performance review with my supervisor.
Employee Name: John Smith
Employee Signature: John Smith
Date: 07/02/2019
Supervisor Name: Alexa Mathews
Supervisor Signature: Alexa Mathews
Date: 11/02/2019