Ask employee to complete the self-assessment.
Share what date you would like to have the self-assessment returned.
Review employee's self-assessment document (if completed) and job description. The evaluation should align with the employee's major job responsibilities and core competencies.
☐ Review employee's previous year's goals, if applicable.
☐ Review employee's performance documentation.
Prepare the Evaluation Form.
Draft recommended goals to be discussed during the review.
Prepare a list of expectations to discuss.
☐ Review and document University and department objectives.
Share draft evaluation with your supervisor for input. (Recommended)