Performance Evaluation Resources

Effective performance evaluation is crucial for employee development and organizational success. Providing clear resources and guidelines helps ensure a fair and consistent evaluation process, empowering employees and enhancing their career growth.

Looking for the performance evaluation form? Click here!

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📅 Upcoming Action Steps and Deadlines (Fall )

*All employees with more than 6 months of tenure at CPCS should receive reviews.*

*Deadline for submission is the second week of November. Managers should submit using this form link on Monday.com.*

  • By November 1st:
    • All employees (with 6+ months of tenure): Complete your self-reflection using the FY review form, and send it to your manager when complete. If you completed goals last year, make sure to add to the sheet you already started.
    • On the form:
      • Summarize what you’ve achieved between September of last year and September of this year, what you’ve learned, and how you’ve grown. A good framework is to focus on 3-5 key achievements, goals, or incidents of growth or learning.
      • If you made goals last year, make sure to include a reflection on last year’s goals.
      • Conclude by identifying areas of strength and potential goals for next year.
      • Further guidance on completing your self-evaluation is here.
    • Managers: Set up times between now and November for performance evaluation meetings with all your direct reports.
  • By the second week of November: DUE DATE FOR SUBMISSIONS
    • Employees: Draft 2–3 professional goals and 1–2 wellness or professional development goals for the upcoming year (October of current year – September of following year). See the SMART Goal Bank below or here for ideas and inspiration, if needed.
    • Managers & Employees:
      • Hold the performance evaluation meeting to review feedback from the prior year and finalize new goals. New goals should be written on a new form for the next FY.
      • Sign the year-end review (Section 6) and submit via Monday.com. *Note this is a change from previous years and will replace the [email protected] email.*
  • Throughout the Year:
    Continue to hold regular check-ins to review goal progress. At minimum, one mid-year check-in should be documented — but ongoing, meaningful conversations are encouraged year-round. (HR will also be sending out more specific guidance about these check-ins in the coming months.)

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Below are the forms and resources you need to complete annual performance evaluations and check-ins throughout the year. Please do not hesitate to contact HR with any questions or concerns at [email protected].

Most Important:

Step-by-Step Guides:

SMART Goal Banks and Goal-Setting Resources:

Example Goals by Role Type:

Additional Training Resources: