Tài liệu WORK AND DEVELOPMENT PLAN CHECKLIST pptx

WORK AND DEVELOPMENT PLAN CHECKLIST

Yes No

Overall

Statement

- Is there a concise, clear, thoughtful message describing overall performance?

- Does the overall statement:

- Summarize performance compared with job objective/requirements?

- Match the individuals rating?

- Summarize development as compared to career progress?

- Identify performance problems that must be corrected to meet current job requirements?

- Is the summary paragraph consistent with the person’s self assessment and aspirations?

___

___

___

___

___

___

___

___

___

___

Review of

Results

- Are the actual results achieved compared to objectives from the previous W/DP?

- Do the results cover both Building the Business and Building the Organization?

- Is there a balance between providing feedback on strengths as well as development needs in terms

of the What Counts Factors?

- Is the feedback specific and actionable?

- Does the feedback include a review of progress versus the previous Personal Development Plan?

- Does feedback include the individuals use of diversity to build the business/organization?

___

___

___

___

___

___

___

___

___

___

___

___

Work Plan Are the tasks outlined:

- Linked to the organization Direction/Work Plan (both breakthrough and daily management)?

- Clear, specific and measurable in terms of numeric, quantifiable data?

- Inclusive of a specific action plan to promote diversity?

- Adequate (relative to business needs/expectations of the individual)?

- Realistic (of other priorities/person’s capabilities)?

- Focused on what is expected - not the hows?

- Consistent with the individual’s interests?

- Identified as envisioning, energizing or enabling activities?

___

___

___

___

___

___

___

___

___

___

___

___

___

___

___

___

Career

Interest

- Do the individual’s long term interests fit with leadership’s assessment of his/her long

term potential?

- Are the short term interests consistent with the long term vision?

- Are short term interests realistic (match business/personal needs & capability)?

- Does it include a description of skills/capabilities the individual wants to build -

in addition to potential?

___

___

___

___

___

___

___

___

Development

Plan

- Are the development items reasonably consistent with:

- The tasks outlined in the work plan?

- The career map/plan?

- The strength/development feedback?

- Are specific actions identified for both the individual and the immediate manager?

- Are sufficient resources (i.e., coaches, etc.) clearly identified?

___

___

___

___

___

___

___

___

___

___

Overall W/DP - Is the information in the W/DP fully understood and owned by the individual and his/her manager?

- Have ways to improve the value of the W/DP process been identified?

- Is there a balance between personal/business accomplishments AND development areas?

___

___

___

___

___

___

Sign Off: ____________________________________________ _______________________________________________

(Employee) (date) (Immediate Manager) (date)