The Work Goals For Performance Review document is a critical tool in the United States employment landscape, designed to establish clear performance expectations and evaluation criteria between employees and their supervisors. This document is typically implemented during annual planning cycles or at the start of new roles/projects, providing a structured framework for setting, monitoring, and evaluating employee performance goals. It includes specific, measurable objectives aligned with organizational goals, development opportunities, and success metrics, while ensuring compliance with federal and state employment laws. The document serves as an official record of agreed-upon performance expectations and forms the basis for subsequent performance evaluations, compensation reviews, and career development discussions.
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1. Employee Information: Basic details including employee name, position, department, supervisor, and review period
2. Purpose Statement: Clear explanation of the document's purpose in setting and evaluating performance goals
3. Core Performance Goals: Primary objectives aligned with job description and company objectives, including specific metrics and timelines
4. Key Performance Indicators (KPIs): Measurable indicators that will be used to evaluate success in achieving each goal
5. Timeline and Milestones: Specific deadlines and check-in points for each goal
6. Measurement Criteria: Detailed explanation of how each goal will be measured and evaluated
7. Resources and Support: List of tools, training, and support available to help achieve the goals
8. Review Schedule: Frequency and timing of performance reviews and progress check-ins
9. Signatures: Space for employee and supervisor signatures acknowledging agreement with the goals
1. Professional Development Goals: Additional goals focused on skill development and career growth, included when career advancement is part of the review process
2. Team Goals: Collaborative objectives shared with team members, included for employees in team-based roles
3. Project-Specific Objectives: Goals related to specific projects or initiatives, included when employee has project responsibilities
4. Behavioral Competencies: Soft skills and behavioral expectations, included when these are formal evaluation criteria
5. Compliance Requirements: Specific regulatory or certification requirements, included for roles with regulatory oversight
6. Variable Compensation Targets: Performance-linked bonus or commission structures, included when compensation is performance-based
1. Performance Metrics Template: Detailed worksheet for tracking progress against specific metrics
2. Competency Framework: Reference guide defining different levels of competency for each skill area
3. Goal Achievement Scale: Standardized scale used to rate goal achievement
4. Development Resources: List of available training, mentoring, and development resources
5. Progress Review Form: Template for documenting periodic progress reviews
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