PCD Forms

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Performance Communication & Development Checklist (Section A)
This form ensures the staff member has seen the overall review being submitted to the official personnel record. It is completed at the end of the performance period. The supervisor and staff member check which performance communication and development method(s) were used and check whether the staff member met, exceeded, or did not meet performance expectations. Then the form is signed and forwarded to Human Resources.
Pdf
Word Document

Summary Notes of Performance Informal Conversations Between Supervisor & Staff (Section B)
This option is designed to summarize multiple informal performance-focused dialogues between the supervisor and staff member. Once summarized, both supervisor and staff member initial the dated entry. This form is kept in the department file.
Pdf
Word Document

Performance Communication Discussion Guide (Section C)
This is a supplemental page to Summary Notes of Performance Informal Conversations Between Supervisor & Staff. This option is designed to guide and document an annual performance discussion between the supervisor and staff member. Summary notes of the discussion are documented and both supervisor and staff member initial the completed form. This section must be attached for “Exceeds Expectations” rating.
Pdf
Word Document

Performance Development Plan (Section D)
This option is designed to document a performance development plan between the supervisor and staff member. Both initial the plan. Summaries documenting progress can be added. This section must be attached for “Needs Improvement” rating.
Pdf
Word Document

Performance by Initiative Plan (Section E)
This option documents a staff member's work alignment and expected outcomes to organizational and departmental initiatives. This form also documents work activities, relationships, anticipated outcomes and performance standards. Summaries documenting progress can be added. This form is kept in the department file and by the staff member.
Pdf
Word Document