Training & Organizational Development 

A Step-by-Step Action Plan for Managers and Supervisors

1. Choose Objectives - Analyze job duties and responsibilities, required outcomes and results; choose and define appraisal criteria.
2. Communicate expectations - Set performance expectations/targets and communicate to employee; allow for participation.
3. Plan - Assist employee in determining and implementing effective strategies, processes to perform tasks; explore options and limitations regarding selection of methods; obtain required resources.
4. Monitor, Assist, and Control - Continually monitor performance, providing on- going feedback and assistance in the forms of problem solving, coaching, counseling, developing; remove roadblocks to successful performance; take corrective action as required.
5. Appraise - Observe, document, recall, and evaluate performance against expectations and standards; complete appraisal forms; back up evaluation with concrete examples and data.
6. Feedback - Review evaluation with employee in a carefully planned feedback session; be specific and explicit; listen carefully; use a problem solving approach; cover strengths, contributions, and areas of improvement; create an action plan to address improved performance and/or develop performance capability.
7. Personnel Decisions - Make personnel decisions (e.g., pay increase, promotion, incentives, transfers, etc.)
8. Develop - Implement developmental action plans, where appropriate.

The following links will take you to several management courses to support your role in managing performance:

• Managing Performance from Coaching to Discipline
• UMDNJ’s Performance Appraisal Tools
• Conducting the Performance Appraisal Meeting
• Download registration form