Employee Performance Planning Template

More it-management templates

Use this template to create an annual performance plan for each of your employees. And when it comes to the annual review time, Priority Matrix makes it so easy to see what has been accomplished during the year.

Included are tools to assist you in the process plus a training video titled, Understanding the Work Behavior of IT Employees.

This insight gives you additional knowledge that will be helpful in developing your employee’s performance plan plus when you do the annual review.

Employee Performance Planning for Priority Matrix

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Employee Performance Planning in Priority Matrix

Use this Employee Performance Template to create an annual performance plan for each of your employees.

You can start using Employee Performance Planning or other It-Management Project Templates with Priority Matrix in just a few steps:

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  2. Start adding your items to the matrix
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If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Issues/Questions

  • GETTING STARTED
    GETTING STARTED This template can be used for employee performance planning and reviews. Use the blank Employee Performance Plan template document found in the "Annual Performance Plan" task in Quadrant-3 or also found in the "Sample Performance Plans" item in Quadrant-4 to document an employee's performance objectives for the year. …

Monthly To Do's

  • Month-1
    Add additional assignments and/or things you want to remember that occured in this month's "bucket".
  • Month-2
    Add additional assignments and/or things you want to remember that occured in this month's "bucket".
  • Month-3
    Add additional assignments and/or things you want to remember that occured in this month's "bucket".
  • Month-4
    Add additional assignments and/or things you want to remember that occured in this month's "bucket".
  • Month-10
    Add additional assignments and/or things you want to remember that occured in this month's "bucket".
  • Month-12
    Add additional assignments and/or things you want to remember that occured in this month's "bucket".
  • Month-5
    Add additional assignments and/or things you want to remember that occured in this month's "bucket".
  • Month-11
    Add additional assignments and/or things you want to remember that occured in this month's "bucket".
  • Month-7
    Add additional assignments and/or things you want to remember that occured in this month's "bucket".
  • Month-8
    Add additional assignments and/or things you want to remember that occured in this month's "bucket".
  • Month-9
    Add additional assignments and/or things you want to remember that occured in this month's "bucket".
  • Month-6
    Add additional assignments and/or things you want to remember that occured in this month's "bucket".

Annual Objectives

  • Annual Performance Plan
    Use the Performance Plan Template attached to this task to outline your employee's annual objectives and key tasks. You may use the key categories that are included "as is" or customize them as you wish. Add key bullet point objectives in each Plan category.

Resources

  • Training Video - Understanding IT Employee Work Behavior
    Understanding IT employee work behavior is very important. This video will walk you through the dynamics of what makes IT employees "tick".
  • Annual Accomplishments
    A great tool to list annual accomplishments - use for a single employee or for your entire organization.
  • Sample Performance Plans
    See attached file of the sample Employee Performance Plans to use as guides.