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University of California, Berkeley
Performance Management Toolkit
Performance Management Executive Briefing
As part of UC Berkeley’s 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
1 | P a g e
Performance Management Toolkit
Resources and Tools
FORMS AND GUIDELINES FOR PERFORMANCE MANAGEMENT AT UCB
HR Website:
Performance Management /performance-management
Guide to Managing Human Resources /guides/managing-hr
Manager and Supervisor Toolkit /toolkits/managers-supervisors
Manag
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