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Performance Management Checklist

Two weeks before the meeting...

Evaluate your performance [    ]
Gather documentation and feedback on employee performance [    ]

One week before the meeting...

Schedule a meeting with the employee [    ]
Have the employee complete their own self-evaluation [    ]

While completing the written evaluation...

Provide specific comments for each duty on the PMT [    ]
Confirm that the overall letter rating is consistent with the
individual ratings of each duty and competency
[    ]

Following the meeting...

Review merit guidelines to determine an appropriate recommendation [    ]
Confirm that evaluation is signed by employee and manager [    ]
Review merit letter with employee [    ]
Schedule training or professional development for employee [    ]
Schedule follow-up evaluation if performance rating is below Successful [    ]
Last modified: February 12, 2008
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