This Document has 3 Sections see Page 8 for distribution of completed documents

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1 The General Staff Performance Development Program Annual Performance Planning and Review The General Staff Performance Development Program is designed to support effective two-way communication between a staff member and her/his supervisor so that the staff member has a clear understanding of their role and what level of performance is expected of them as well as the learning and development activities they need to enhance their performance on the job. The Annual Planning and Review Cycle is a two stage process: the first stage is the prospective establishment of work-related action plans (Section B) and a Learning and Development Plan for the individual staff member (Section C) - the Performance Plan. The second stage is a retrospective review of the staff member s work performance and development outcomes for the review period this is the Annual Review (Section A). This Document has 3 Sections see Page 8 for distribution of completed documents Section A (Pages 2-5) : Section B (Page 6) : Section C (Pages 7-8) : The Annual Review - Review and Assessment of KPI s. You will need to refer to the previous Performance Plan when completing this Annual Review Individual Work Performance Plan (for the coming Planning period) Individual Learning and Development Plan (for the coming Planning period) STAFF MEMBER S DETAILS Name: Staff Number: Position: School/Functional Unit: Faculty/Directorate: Campus: Telephone Ext: address: SUPERVISOR S DETAILS Name: Position School/Functional Unit: Faculty/Directorate: Campus: Telephone Ext: address: Period covered by this Annual Review: Start date: End date: Period of this Performance / L&D Plan: Start date: End date: General Staff Performance Development Program Section B: Individual Work Performance Plan Page 1 of 8

2 SECTION A: ANNUAL REVIEW - RETROSPECTIVE Please refer to the KPIs included in Section B of the last Performance Plan for the staff member. For each KPI, mark the appropriate box indicating the level of achievement attained during the period under review. Please provide comments on each KPI and achievements as indicated. The staff member s comments may be based on a self-appraisal provided by the staff member before the review discussions. KPI 1: KPI 2: KPI 3:

3 KPI 4: KPI 5: KPI 6:

4 Overall Performance Assessment - Retrospective Please place an X in the relevant box to indicate your overall assessment of the staff member for the review period, taking into consideration all assessments in Section A for the range of KPIs and other relevant work-related factors that have impacted on performance during the review period. PERFORMANCE LEVELS LEVEL Consistently exceeds expectations: Has consistently exceeded all expectations for the review period and has made outstanding contributions in the role. Exceeds expectations: Has exceeded most expectations for the review period and has made valued and recognised contributions in the role. Meets expectations: Has satisfied expectations in the review period and made satisfactory contributions in the role. Some, but not all expectations met: Has satisfied some of the expectations for the review period and needs improvements in some areas. Does not meet expectations: Has not satisfied expectations for the review period and needs improvement to meet required standards in the role. Reviewer s Summary of Overall Performance: Please provide your assessment in relation to the overall performance of the staff member by recourse to the Review and Assessment of KPIs and other work related factors/contributions and comment on any areas needing improvement. Staff member s comments in relation to the Overall Assessment of Performance: Staff Member Assistant Supervisor (where appropriate) Nominated Supervisor Executive Staff Member

5 Review of the Individual Learning and Development Plan - Retrospective Please indicate in the space below the outcomes for each learning and development proposal developed at the beginning of the previous Planning Period. (Refer to previous Individual Learning and Development Plan). Course undertaken: Learning and Development Outcomes: Staff Member s comments: (in relation to progress in achieving the learning and development plan) (in relation to progress of staff member in achieving the learning and development plan) Staff Member Assistant Supervisor (where appropriate) Nominated Supervisor Executive Staff Member

6 SECTION B: INDIVIDUAL WORK PERFORMANCE PLAN FOR THE NEXT PLANNING CYCLE The first step in developing the Performance Plan is to establish and record the responsibility(s) and related KPIs for the staff member for the period covered by this Plan. Responsibilities KPIs Staff Member Assistant Supervisor (Where appropriate) Nominated Supervisor Executive Staff Member Date: / / Date: / /

7 SECTION C: INDIVIDUAL LEARNING AND DEVELOPMENT PLAN FOR THE NEXT PLANNING CYCLE The second step in the Performance Planning process is to develop the Individual Learning and Development Plan. Please complete all sections of the Learning and Development Plan below. 1. Development Focus: Please describe the development focus for the next Planning Period, i.e. the skills, knowledge, and/or experience to be developed by this staff member during this period. 2. Individual Learning and Development Plan Proposals: In addition to the above, please indicate which of the following general learning and development areas and IT courses this staff member will be encouraged to undertake during the Planning period. General Learning and Development areas See Annual L&D Program for more information on specific workshops Please be specific if possible Please be specific if possible Leadership Communications Supervisor Training Dealing with Others Business Skills Personal Development Business (Frontline Management) Certificate IV ACU General Sessions Other (please specify) IT Training MS Word Introduction Intermediate Advanced MS Excel Introduction Intermediate Advanced MS Access Introduction Intermediate Advanced MS PowerPoint Introduction Intermediate Advanced Other IT courses (please specify) Introduction Intermediate Advanced Further training requirements - Please describe any other training / courses developed with the staff member that are intended to enhance her/his ongoing development. General Staff Performance Development Program Section C: Individual Learning and Development Plan Page 7 of 8

8 Outstanding Training Requirements The Staff Connect record for this staff member will only contain the training as indicated above unless we are advised otherwise. If there is any training that was proposed to be undertaken during the previous Planning Period and that was NOT completed during that period AND which is still relevant and appropriate for this staff member to complete, please include that training below so it can be included in the current Learning and Development Plan on Staff Connect. Staff Member Assistant Supervisor (Where appropriate) Nominated Supervisor Executive Staff Member Date: / / Date: / / Distribution of Documents: (i) After endorsement, the Executive Staff member returns the completed Annual Performance And Review document to the nominated Supervisor. (ii) The staff member is provided with a copy. (iii) The nominated supervisor (or assistant supervisor where appropriate) retains a copy. (iv) The original marked Confidential is forwarded to the Organisational Learning and Development Unit for analysis of the Learning and Development Plan. Details of the Individual Learning and Development Plan will be recorded on the PayGlobal HR Information System and available to both staff member and supervisor in Staff Connect. (v) Once details have been recorded, the original document is placed on the staff member s personnel file. General Staff Performance Development Program Section C: Individual Learning and Development Plan Page 8 of 8