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Success Through People
Organizational Design and Effectiveness

Performance Management Activities

Q1 - Beginning of the cycle (EC employees: April - June)

Activities

Set performance goals for the coming year

  • Based on business/operational plan
  • 6-8 goals per person is ideal
  • Must be SMART
  • Record in performance plan portion of form

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Q2 - (EC employees: July - September)

Activities

Check in with employees on the goals set in Q1

  • Ensure that employee is on track with goals
  • Coach if needed; modify goals if needed

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Q3 - (EC employees: October - December)

Activities

Mid-year review

  • Meet with each employee
  • Get performance plan & review the goals
  • Identify performance gaps if any
  • Coach if needed; modify goals if needed
  • Record meeting date on form

Q4 - End of cycle (EC employees: January)

Activities

Year-end review

  • Ask employee to record achievements/results based on the goals set in Q1
  • Meet with each employee and review performance (assess competencies if EC employee)
  • Record results/comments on form
  • Give employee chance to review and make comments (24 hours or according to union agreement)
  • Finalize rating
  • Make copy of form for employee and self. Send original to HR

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