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PERFORMANCE PLANNING FORM PLEASE TYPE OR PRINT LEGIBLY. Employee Name: Supervisor Name: Personnel Number/PE RNR: Classification/Job Title: Department/Unit: Conduct a Performance Planning meeting.
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How to fill out performance planning form

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How to fill out a performance planning form:

01
Start by reviewing the form and familiarizing yourself with its sections and instructions.
02
Begin with the employee information section, entering your name, job title, and any other required details.
03
Move on to the goal setting section, where you will have the opportunity to outline your performance objectives for the upcoming period.
04
Consider your job responsibilities and expectations, and set specific, measurable, achievable, relevant, and time-bound (SMART) goals.
05
Provide supporting details or metrics for each goal to ensure clarity and understanding for both you and your supervisor.
06
Next, you may need to identify any potential challenges or obstacles that could hinder goal attainment and propose strategies to overcome them.
07
In the development section, outline any areas for improvement or professional development opportunities you are interested in pursuing.
08
Discuss your performance expectations and career aspirations with your supervisor, and work together to create a plan for your growth and success.
09
If applicable, provide any additional comments or feedback regarding your performance or the performance planning process.
10
Finally, sign and date the form to indicate your commitment to achieving the goals and objectives outlined.

Who needs a performance planning form?

01
Employees: Performance planning forms are essential for employees at all levels within an organization. They provide a structured framework for setting goals, discussing expectations, and charting a path for growth and development.
02
Managers: Managers use performance planning forms to align their team's goals with organizational objectives and to set clear expectations for individual performance. They also serve as a tool for coaching and providing feedback throughout the performance period.
03
Human Resources: HR departments often utilize performance planning forms to track individual and team performance, identify training and development needs, and support succession planning efforts. These forms also serve as a record of performance discussions and can be useful during performance evaluations or promotions.
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The performance planning form is a document used to outline goals and objectives for an individual or team.
Employees and managers are required to file performance planning forms.
The form should be completed by outlining specific, measurable goals and objectives.
The purpose of the form is to set targets and expectations for performance.
The form must include detailed goals, timelines, and measures of success.
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