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PERFORMANCE PLANNING WORKSHEET EmployeeDate10/4/2005Job Title ManagerUnitStep 1:Determine Critical Job FunctionsWhat is provided through this position (administrative support, technical assistance,
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How to fill out performance planning worksheet

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How to fill out a performance planning worksheet:

01
Start by reviewing the objectives and goals for the performance period.
02
Identify specific tasks or projects that need to be completed to achieve those objectives.
03
Evaluate the skills and capabilities required to successfully complete each task or project.
04
Determine any training or development needs to enhance or acquire those skills.
05
Set clear and measurable performance expectations for each task or project.
06
Define key performance indicators (KPIs) to track progress and success.
07
Prioritize the tasks or projects based on their importance and deadlines.
08
Allocate resources, such as time and budget, needed to carry out each task or project effectively.
09
Identify any potential obstacles or challenges that may arise and plan strategies to overcome them.
10
Establish a timeline or schedule for completing each task or project.
11
Communicate the performance expectations and objectives to the individuals or team responsible.
12
Monitor and review progress regularly, adjusting plans as necessary.

Who needs a performance planning worksheet:

01
Individuals or employees who want to set personal or professional goals and track their progress.
02
Managers or supervisors who need to define performance expectations for their team members.
03
Organizations or businesses that want to align individual goals with the overall strategic objectives.
04
HR professionals who need to facilitate performance management processes and evaluate employee performance.
05
Anyone looking to improve performance or achieve specific outcomes in a structured and organized manner.
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The performance planning worksheet is a tool used to set goals, objectives, and expectations for an employee for a specific period of time.
Typically, both employees and their supervisors or managers are required to file performance planning worksheets.
Performance planning worksheets should be filled out by setting specific, measurable, achievable, relevant, and time-bound goals, and outlining a plan to achieve them.
The purpose of performance planning worksheets is to align employee goals with organizational objectives, track progress, and assess performance.
Information such as goals, objectives, action plans, timelines, success criteria, and any other relevant details should be reported on the performance planning worksheet.
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