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Performance Conversation and Planning Map (sample comments)
Employee Name:
Manager:Position:
DateSTRENTHS
Area of StrengthExamplesImpactRelated CompetenciesLearns new technologies and systems
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How to fill out performance conversation and planning

How to fill out performance conversation and planning:
01
Set clear goals and objectives: Begin by identifying the specific goals and objectives for the performance conversation and planning. This could include discussing individual performance goals, development opportunities, and aligning them with the overall organizational goals.
02
Prepare in advance: Before the conversation, gather relevant information about the employee's performance, such as performance metrics, feedback from colleagues or customers, and any formal performance evaluations. This will help create a well-rounded view of the employee's performance.
03
Schedule the conversation: Choose a time and place that allows for a focused and uninterrupted conversation. Make sure both parties have enough time to have a meaningful discussion without any distractions.
04
Start with positive feedback: Begin the conversation on a positive note by acknowledging the employee's achievements and strengths. Recognize their efforts and accomplishments to create a supportive and collaborative environment.
05
Address areas of improvement: After highlighting the positives, discuss areas where the employee can improve. Provide specific feedback, examples, and suggestions for improvement. Use a coaching approach to guide them towards personal and professional growth.
06
Set goals and create an action plan: Collaboratively set goals for the future based on the conversation. Ensure that these goals are SMART (Specific, Measurable, Attainable, Relevant, Time-bound). Develop an action plan outlining the steps needed to achieve those goals, including any necessary resources or support.
07
Discuss development opportunities: Identify opportunities for the employee's career growth and skill enhancement. This could involve identifying training programs, mentorship opportunities, or special projects that align with their aspirations.
08
Document the conversation: Keep a record of the performance conversation and planning in a written format. This documentation serves as a reference point for both the employee and the manager, ensuring accountability and tracking progress over time.
09
Follow up and provide ongoing support: Regularly check in with the employee to monitor their progress towards the goals discussed during the performance conversation. Offer support, guidance, and resources as needed to help them succeed.
Who needs performance conversation and planning?
Performance conversation and planning is beneficial for all employees, regardless of their level or position within the organization. It provides an opportunity for employees to receive feedback, discuss their performance, and align their goals with the organizational objectives. Managers, supervisors, and team leaders play a crucial role in conducting these conversations to ensure continuous improvement, employee engagement, and individual development.
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What is performance conversation and planning?
Performance conversation and planning is a process where employees and their managers discuss performance, set goals, and create a plan for development.
Who is required to file performance conversation and planning?
All employees and their managers are required to participate in performance conversation and planning.
How to fill out performance conversation and planning?
Performance conversation and planning can be filled out through a designated online platform or in a physical form provided by the organization.
What is the purpose of performance conversation and planning?
The purpose of performance conversation and planning is to align employee goals with the organization's objectives, provide feedback on performance, and create a roadmap for development.
What information must be reported on performance conversation and planning?
Information such as current performance, future goals, development plans, and any obstacles to success must be reported on performance conversation and planning.
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