William & Mary

Planning

The Performance Plan (doc) is primarily a tool for communication of the job responsibilities, levels of achievement for these responsibilities and development goals for the performance period/cycle.  At the beginning of the performance period/cycle the supervisor and employee will work together to ensure an understanding of job responsibilities, priorities and performance expectations.

Together the supervisor and employee will:

  1. Define or clarify the core responsibilities of the job.
  2. Determine measurable performance expectations or levels of achievement for each core responsibility.
  3. Create a Development Plan to include learning goals and specific steps to be taken to accomplish these goals.
  4. The supervisor, reviewer and employee will sign the Performance Plan.  The supervisor keeps the original Performance Plan in their supervisor file for reference during the performance period/cycle.  The employee will receive a copy of the Performance Plan.  The Performance Plan is not required to be filed in the employee's personnel file maintained in the Office of Human Resources.