Employee Performance Planning Template

More initial templates

Use this template to create an annual performance plan for each of your employees. When the annual review time comes, Priority Matrix makes it easy to review all significant accomplishments during the year.

Included are tools to assist you in the process, plus a training video titled 'Understanding the Work Behavior of IT Employees,', with empowering insights for developing performance plans for your employees, as well as during the annual review. Turn what is normally a stressful process into a fun, productive conversation with your direct reports.

Employee Performance Planning for Priority Matrix

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Employee Performance Planning in Priority Matrix

Use this template to create an annual performance plan for each of your employees.

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

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
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

  • [NOTES]: GETTING STARTED
    Explore the elements in this project. Read the project notes and see how it applies to your specific situation.

Monthly To Do's

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

Annual Objectives

  • [EXAMPLE]: 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. Ref: https://s3.amazonaws.com/prod_pm_files/a4/31/77/eb/d0/88/2a/90/MDE_Performance Plan Template.doc

Resources

  • [EXAMPLE]: 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". Ref: https://s3.amazonaws.com/prod_pm_files/49/50/4f/80/a1/9e/c1/e1/ITEmployeeWorkBehavior7qdallas1.mp4
  • [EXAMPLE]: Annual Accomplishments
    A great tool to list annual accomplishments - use for a single employee or for your entire organization. Ref: https://s3.amazonaws.com/prod_pm_files/9a/04/09/1c/90/cf/b4/83/MDE-2_Annual IT Accomplishments.doc
  • [EXAMPLE]: Sample Performance Plans
    See attached file of the sample Employee Performance Plans to use as guides. Ref: https://s3.amazonaws.com/prod_pm_files/57/b9/1f/00/5f/97/5a/8e/MDE_Performance Plan Templates.zip