Learning Through Feedback - Development Discussion Checklist Sample

SAMPLE Development Discussion Checklist Employee: Sandra Flemming

Reports to: Mike Carter

Job Title: Administrative Support Worker

Date: 26 May, 2004

Division: Human Resources Period Covered: This form is to annually document that the following topics have been discussed. Supporting documentation should be retained by the supervisor.

AGENDA Check off When Done Discuss employee’s performance on primary responsibilities/priorities in the past year. (A job description/work plan should have been previously provided to the employee, if requested).

• Revise job description/work plan for the coming year, as needed. (If revised, provide updated copy to the employee upon request.)

• Discuss how they relate to overall unit objective.

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Discuss employee’s strengths/areas for growth in critical performance factors.

Discuss barriers to effective work performance and job satisfaction.

Discuss possible work process improvements.

Discuss employee’s development (over past year; future needs for current job; long-term career goals, and development needs to achieve them).

Discuss employee’s feedback/constructive suggestions for supervisor.

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Discuss anything else the employee or supervisor would like to address.

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Supervisor Comments: We met several times over the past year to discuss issues. We reviewed and revised the job description.

Once area which Sandra and I agreed needed improvement was her ability to renegotiate deadlines with staff as her work demands changed. She has worked on this, and is able to deal with this very effectively.

Employee Comments: I appreciate the feedback from Mike about needing to go back to staff as workloads changed. He coached me on how to do this and I feel much better about approaching staff to revise deadlines or ask for help. I also suggested that our team meet more often. We have done this and now I am more aware of others’ workloads.

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Employee meets or exceeds current expectations: Yes No (If no, complete a Performance Improvement Plan and attach) These topics have been discussed by:

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Employee Signature:_______________________________ Date: ______________________ Supervisor Signature: ______________________________ Date: ______________________ Provide a copy to employee, a copy to the supervisor, and send original to Human Resources for personnel file.

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