University of California, Berkeley Performance Management Toolkit 1 | P a g e Performance Management Executive Briefing As part of UC Berkeleys commitment to excellence, we must support the excellence of our staff. The process of Performance Management allows managers and supervisors to use tools and processes to enable staff to do their best work. This is accomplished through the communication of clear goals and objectives, making sure staff have the training, tools and resources necessary to do their jobs effectively, providing continuous coaching and feedback, summarizing progress and performance in an annual performance review, and supporting staff in their development. This Performance Management Toolkit is designed to give an overview of guidelines, tools, and resources available to support you in this important aspect of people management. Contact COrWE, HR, or your department HR Manager for further assistance. Contents Resources and Tools . 2 On HR Website : . 2 Forms : . 2 In The Learning Center : . 2 Guiding Principles . 4 The Performance Management Cycle . 5 Phase 1: Planning . 5 Phase 2: Check-in . 5 Phase 3: Assessment . 5 The Role of the Supervisor . 6 Supervisors are Responsible For: . 6 Supervisor Preparation: . 6 360 Degree Feedback . 7 Tips for Work Goals and Development Plans . 8 Work Goals . 8 Development Plans . 8 Conducting the Performance Review . 9 Performance Management Toolkit 2 | P a g e Resources and Tools FORMS AND GUIDELINES FOR PERFORMANCE MANAGEMENT AT UCB HR Website: Performance Management http:/hrweb.berkeley.edu/performance-management Guide to Managing Human Resources http:/hrweb.berkeley.edu/guides/managing-hr Manager and Supervisor Toolkit http:/hrweb.berkeley.edu/toolkits/managers-supervisors Manager and Supervisor Development http:/hrweb.berkeley.edu/learning/manager- supervisor On-Line Career Development Guide http:/hrweb.berkeley.edu/learning/career-development HR Forms: http:/hrweb.berkeley.edu/forms Employee Self-Assessment Performance Evaluation and Planning Forms (all versions) 360 Evaluation form ADDITIONAL INFORMATION, TRAINING, AND OTHER RESOURCES UC Learning Center: Log in via BLU at http:/blu.berkeley.edu, UC Learning Center KEYS Classes in Performance Management Track: http:/hrweb.berkeley.edu/learning/manager-supervisor/keys/workshop-schedule o Performance Management at UC Berkeley o Communicating Goals and Expectations o Coaching for Performance and Development o Delegation Skills o Conducting Difficult Performance Conversations o Taking Disciplinary Action Manager Excellence Resource Center (MERC): Ready-to-use guides, tools, templates, and e- learning modules to help you develop and coach employees, manage employee performance, and navigate career transitions o Search for MERC. Select MERC Login