Authors Helper notes

· Replace sample text bounded by [] square brackets with your own content
· Remove any of the authors helper text coloured RED where required
· Delete these helper notes from your documents when finished

Purpose
To provide a framework for assisting staff to achieve performance requirements

Background
Goal setting is a useful motivator for all staff.    It provides a yardstick for performance to
assist staff to identify their own strengths and weaknesses.

For high staff morale, goal setting should be a form of encouragement and a "game"; it
should not carry the threat of dismissal for under performance in itself.    It may help detect
under performance that management and the staff member can reverse through
communication and professional development.

Scope
Key Performance Indicators are established for all staff and for the business itself.

Procedure
Key performance indicators are established within [our performance management system]
and are regularly reviewed for accuracy.

Staff are regularly reviewed, at least (monthly, quarterly, six-monthly, annually) against
Key Performance Indicators (KPIs).

Generally the process follows:

· Preparation
o agree review time with employee
o advise supervisor of employee
o review personnel records and file notes
o use separate, private area for discussion
o ensure no interruptions
o enter details on first page of summary form
· Conduct the Performance Review
o discuss performance plan
o list strengths and weaknesses
 o plan for development of strengths
o plan for overcoming weaknesses
· Review Career Development
o note Aspirations
o record employee's comments
· Conclude Review
o summarise
o agree and note further actions
o both parties sign off
· Follow up
o update Employee File
o discuss any issues with supervisor or management
o set date for follow-up with staff member
o file completed summary form
o review agreed actions at regular intervals

Outcome
[e.g. %<<sampleinfo>>%]

What you will need before you begin

Need Notes

Time · [e.g. %<<sampleinfo>>%]

Tools and Equipment · [e.g. %<<sampleinfo>>%]

· ..other

Parts · [e.g. %<<sampleinfo>>%]

· ..other

Support people · [e.g. %<<sampleinfo>>%]

Paperwork and authority · [e.g. %<<sampleinfo>>%]

· ..other

Other · [e.g. %<<sampleinfo>>%]

Safety hazards awareness

Any safety hazards to be aware of - delete this section if not needed
· [e.g. %<<sampleinfo>>%]
· [e.g. %<<sampleinfo>>%]

Steps
1. [e.g. %<<sampleinfo>>%]
[e.g. %<<sampleinfo>>%]
[do you have a supporting image? if so place it here]
2. [e.g. %<<sampleinfo>>%]
[e.g. %<<sampleinfo>>%]
[do you have a supporting image? if so place it here]
3. [e.g. %<<sampleinfo>>%]
[e.g. %<<sampleinfo>>%]
[do you have a supporting image? if so place it here]
4. ..others

Tips
Any tips learnt from previous experiences that should be passed on - delete this section if not needed
· [e.g. %<<sampleinfo>>%]
· [e.g. %<<sampleinfo>>%]

Traps
Any traps to avoid learnt from previous experiences that should be passed on - delete this section if not
needed
· [e.g. %<<sampleinfo>>%]
· [e.g. %<<sampleinfo>>%]