Related Forms

The following forms are to be utilized as you work through the Performance Excellence process. Check with your supervisor on whether your unit or college has additional required forms.

Step 1:  Performance Planning

Performance Planning Form (PDF)

Use this form to help you identify and plan out your ideas for performance goals, development and support. You will discuss your ideas with your supervisor at the Performance Planning meeting. Your supervisor will create the final version of this form after you both agree on a performance plan.

Step 2: Continuous Feedback, Coaching and Development

Mid-Cycle Check In Worksheet (PDF)

This worksheet supports meaningful conversations and preparation for discussions between employees and supervisors. A Mid-Cycle Check In should occur at least once during the performance cycle and is in addition to regular one-on-one meetings between supervisor and employee. 

Step 3:  Annual Performance Review

Self-Review Worksheet (PDF)

Your supervisor may ask you to complete this self-review worksheet prior to the Annual Performance Review. Alternatively, you may choose to complete this worksheet to prepare for the discussion.