Performance Management Framework - Fillable Form
Performance Management Framework
Fillable Assessment & Development Plan
Form Completion:
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Employee Information
Employee Name *
Position *
Department
Direct Manager
Review Period
Select Period
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Annual 2025
Review Date
📊
Daily Success Habits
Morning Routine Structure
Daily Priority Review
Reviews daily priorities and client touchpoints each morning
Current Level:
1
2
3
4
5
Productivity Standards
Meets clear daily output expectations consistently
Current Level:
1
2
3
4
5
Time Management Strategy
Daily Habits - Development Notes
🤝
Weekly One-to-Ones
Meeting Frequency
Select Frequency
Weekly
Bi-weekly
Monthly
Typical Duration
Select Duration
30 minutes
45 minutes
60 minutes
Structured Agenda
Uses consistent format for productive conversations
Effectiveness:
1
2
3
4
5
Performance Discussion Topics
Challenge Identification Process
One-to-One - Development Notes
📈
Monthly Business Reviews
Key Performance Metrics
Target Setting Process
Performance Analysis
Conducts comprehensive metrics review and trend analysis
Quality:
1
2
3
4
5
Resource Planning
Monthly Review - Development Notes
🎯
Quarterly Development Plans
Skills Gap Analysis
Training Roadmap
Q1 Development Goals
Q2 Development Goals
Q3 Development Goals
Q4 Development Goals
Quarterly Development - Notes
🚀
Annual Career Progression
Long-term Career Goals (3-5 years)
Advancement Criteria
Leadership Readiness
Demonstrates potential for management and leadership roles
Readiness Level:
1
2
3
4
5
Succession Planning
Career Progression - Development Notes
📋
Action Plan & Next Steps
Immediate Actions (30 days)
Short-term Goals (90 days)
Support & Resources Needed
Next Review Date
Review Type
Select Type
Weekly Check-in
Monthly Review
Quarterly Assessment
Annual Review
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