Human Resources: Goals and Development Worksheet

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Exempt & Non-Exempt Staff

Goals and Development Worksheet

Purpose: To document and track the staff member's progress throughout the next performance review period.

Either a supervisor or a staff member can initiate the use and/or updating of this worksheet. This form is optional.

Use the following definitions for completing this section.

Designate either "Goal" or "Development" activity.
- Goals may be: newly assigned expectations and projects, assignments that develop employee potential outside of daily job duties, improvements to execution of current responsibilities.
- Developmental goals may include: training or learning experiences designed to improve the employee's knowledge, or skills that the employee will utilize during the next review period.
Describe the Goal or Development activity. Outline the deadline-driven goal or development activity for which the employee is accountable during the next performance review period. Use SMART (Specific, Measurable, Achievable, Realistic, Time-bound) to develop your thoughts.
Targeted Completion Date: Identify the agreed upon date when each goal or development activity is to be completed.
Planned Status/Feedback Updates: Identify targeted meeting dates to discuss progress on set goals/development activities.
Identified outcomes: Describe the benefit(s) or impact that will result from completion of the identified goals or development opportunities.