2023 Lee Agency Performance & Development Plan

2023 Lee Agency Performance & Development Plan
PERFORMANCE & DEVELOPMENT PLAN
INSTRUCTIONS
1. This form is designed to facilitate a discussion between the manager and team member and should be filled out electronically.
2. The discussion must be conducted at least once annually at year end.
3. Performance should be discussed and ongoing feedback provided on a regular basis throughout the year.
Step 1: Associates complete the following:
1. Complete Team Member rating in section 1. CORE VALUES and Team Member Comments:
2. Enter objectives from section 5 into section 2. YEAR END PERFORMANCE REVIEW and complete Team Member Rating and Team Member Comments:
3. Complete section 3. YEAR END PERFORMANCE DISCUSSION questions 3 & 4
4. Complete section 4. YEAR END INDIVIDUAL DEVELOPMENT ACTIVITIES
5. Develop and enter Objectives in section 5. UPCOMING YEAR PERFORMANCE PLAN for the upcoming year
6. Define developmental activities in section 6. UPCOMING YEAR DEVELOPMENT PLAN for the upcoming year.
7. Forward completed draft to your Manager who will schedule time to meet for one-on-one discussion.
Step 2: Managers complete the following after receiving information from Team Member:

Optional: Solicit feedback via 360 Degree Feedback on Team Member’s performance from other leaders, peers, and internal customers, etc. (where applicable). A manager should evaluate team member performance based on the individuals’ job responsibilities, key performance results, job factors, and the feedback received.
1. Complete ratings for 1. CORE VALUES and add MANAGER COMMENTS
2. Complete MANAGER RATING on 2. YEAR END PERFORMANCE REVIEW and answer questions 1 & 2 in the 3. YEAR END PERFORMANCE DISCUSSION
3. Complete section 4. YEAR END INDIVIDUAL DEVELOPMENT ACTIVITIES
4. Review Objectives in section 5. UPCOMING YEAR PERFORMANCE PLAN for the upcoming year with Team members.
5. Review developmental activities in section 6. UPCOMING YEAR DEVELOPMENT PLAN for the upcoming year with Team members.
6. Meet for one-on-one discussion with Team member to review and discuss, add/change any comments, finalize Upcoming Year Objectives and/or current year’s Overall Ratings and sign form.
Following completion of the Performance & Development Plan, return this form to Human Resources. Completed forms must be signed by the Team Member and the Manager.

*Please note: Before a salary change can take place, a Performance Review and Individual Development Plan must have been completed within the last twelve months.
Team Member Name*

First NameLast Name
Review Year*
CORE VALUES
Rating Scale

(3) Exceeds Expectations Consistently displayed behaviors as well as encouraged behaviors of others in the organization
(2) Meets Expectations Displayed behaviors consistent with the organization
(1) Needs Improvement Often did not display the behaviors identified by the values

CORE VALUES

	Team Member Rating	Manager Rating
Work Hard Exceeding Expectations Consistently striving for high customer service Timely decision making Balancing the competing demands of quality, cost, time and risk
Tell The Truth Leading by example Consistency in what we say and do Not compromising our values Keeping our promises *Supporting equal and fair treatment for all team members
Have Fun Enthusiastically engaging in all you do Displaying a positive and supportive attitude *Consistently exerting energy into your work
OVERALL SCORE: Average CORE VALUES SCORE

Team Member Comments:
Manager Comments:
YEAR END PERFORMANCE REVIEW
Rating Scale

(3) Performance consistently exceeded expectations in all essential areas of responsibility, and the quality of work overall was excellent. Annual goals were met.
(2) Performance consistently met expectations in all essential areas of responsibility, at times possibly exceeding expectations, and the quality of work overall was good. The most critical annual goals were met.
(1) Performance did not consistently meet expectations in one or more essential areas of responsibility, and/or one or more of the most critical goals were not met.

	Objectives	Weight (Total % of time allocated must = 100%)	Timing	Performance Indicators	Team Member Rating	Manager Rating
1
2
3
4
OVERALL SCORE: Average CORE VALUES SCORE

OVERALL RATINGS

	Scores
Overall Core Values Rating
Overall Performance Rating
Average Overall Rating (Round Up)

Team Member Comments:
Manager Comments:
YEAR END PERFORMANCE DISCUSSION
What aspects of the Team member’s performance have contributed to his or her effectiveness (what should he/she continue doing)?
What aspects of the Team Member’s performance are areas of improvement (what should he/she improve or stop doing?
Key accomplishments during the year (Team Member):
Challenges during the year (Team Member):
YEAR END INDIVIDUAL DEVELOPMENT ACTIVITIES

List all development activities covered in the last year (seminars, training, cross-functional projects, etc. *Use the rating scale below to answer the following question for each development action/activity identified. Were those training and/or development activities effective in helping you to perform the essential functions of your position? *Rating Scale: Yes=1 Partially=2 No=3

TRAINING AND/OR DEVELOPMENT ACTIVITIES

	Training and/or Development Activities	TIming/Date Completed	Team Member Rating	Manager Rating
1
2
3
4
OVERALL SCORE: Average CORE VALUES SCORE

UPCOMING YEAR PERFORMANCE PLAN

Objectives must be: Specific, Measurable, Attainable,Realistic and Time-bound

TRAINING AND/OR DEVELOPMENT ACTIVITIES

	Objectives	Weight % of time allocated	Timing	Performance Indicators
1
2
3
4

Leadership Objectives - People Development/Leadership/Culture

	Leadership Objectives	Weight % of time allocated	Timing	Performance Indicators
1

UPCOMING YEAR DEVELOPMENT PLAN

	Targeted Development Areas	Development Plan Action	Who is Responsible?	Timing
1
2
3
4
5

In the coming year, how will you (manager) provide guidance and assistance for the team member to accomplish his/her goals?
What are your expectations of your manager for the upcoming year?
Team Member Name

First NameLast Name
Team Member Signature

Clear
Manager Name

First NameLast Name
Manager Signature

Clear
Date

MonthDayYear
Date
Manager's Email
example@example.com
Should be Empty:

2023 Lee Agency Performance & Development Plan

PERFORMANCE & DEVELOPMENT PLAN

CORE VALUES

YEAR END PERFORMANCE REVIEW

YEAR END PERFORMANCE DISCUSSION

YEAR END INDIVIDUAL DEVELOPMENT ACTIVITIES

UPCOMING YEAR PERFORMANCE PLAN

UPCOMING YEAR DEVELOPMENT PLAN