PERFORMANCE REVIEW AND PLAN

Personal and Confidential

In its vision document, a Place and a Promise, UBC commits to the value of 'creating an
exceptional work environment.' To enact this value, the University provides a fulfilling
environment in which to work, learn, and live; maintains our values of academic freedom, mutual
respect, integrity, dignity, and inclusivity; and encourages the open exchange of ideas and
opinions.

The UBC ‘Performance Review and Plan’ is designed to:

 Facilitate communication, discussion, and exchange of ideas between employees and their
managers.
 Promote a high level of employee performance through consistent and formal feedback from
the supervisor.
 Create alignment between employee and organizational goals and to assist individual growth
and development.
 Develop a motivated, engaged, and high performing workforce that supports the work of the
University.
 Clearly articulate performance expectations to the employee.

EMPLOYEE INFORMATION
Employee Name:
Employment Group:
Department:
Area/Division:
Position Title:
Position Level:

EMPLOYMENT INFORMATION DD-MM-YY

Initial Employment Date at UBC:
Initial Employment Date in Department:
Start Date in Current Position:
Date of Last Review:
Date of This Review:
 PART A - Performance Assessment

Provide the employee with feedback on the following competencies. Please review the definition
of each competency, and provide detailed comments and specific supporting examples of how
the employee demonstrates the competency and discuss together how they may further develop
the competency.

The ‘Comments/Examples’ fields will expand as you type if additional space is required. If you prefer to print this
document and complete it by hand, you can increase the size of the ‘Comments/Examples’ fields by clicking or tabbing
inside the box and then pressing the ‘ENTER’ button on your keyboard until the field is the desired size.

Consider the extent to which the employee demonstrates initiative,

flexibility, adaptability, and resourcefulness while performing the
Approach To Work duties of their position, and assess their ability to follow instructions.
Consider the manner in which the employee accepts new and varied
work assignments, and assumes responsibility for their completion.
Comments/Examples (to be completed by Reviewer prior to meeting with Employee):

Reviewer to list discussion notes from meeting with Employee here:

Consider the extent to which the employee keeps current with,

understands, and applies his/her knowledge of the techniques,
Job Knowledge/ methods, and skills involved in the position; Consider the extent to
Quality of Work which the work is accurate, thorough, completed in a timely manner,
and reflects follow-through to completion.
Comments/Examples (to be completed by Reviewer prior to meeting with Employee):

Reviewer to list discussion notes from meeting with Employee here:

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 Consider the extent to which activities are planned, prioritized, and
Planning & time organized to achieve goals and targets. Consider the amount of
Organization / supervision required to achieve goals and targets. Consider the
ability of the employee to adeptly manage competing tasks and to
Time Management use his/her time efficiently and effectively.
Comments/Examples (to be completed by Reviewer prior to meeting with Employee):

Reviewer to list discussion notes from meeting with Employee here:

Consider the extent to which the employee demonstrates

Judgement / independent thinking and effective problem-solving skills. Consider
Decision Making the extent to which the employee makes appropriate decisions after
adequately contemplating various available courses of action.
Comments/Examples (to be completed by Reviewer prior to meeting with Employee):

Reviewer to list discussion notes from meeting with Employee here:

Consider the ability of the employee to express them self clearly and
professionally both verbally and in writing, as well as their ability to
exercise tact and diplomacy. Consider the effectiveness of the
Communication / employee’s interactions with co-workers, supervisors, faculty, staff,
Interpersonal Skills students, and customers. Consider their commitment and
contributions to team success while working in a group. Consider
how well the employee gets along with and respects the rights of
colleagues and displays a cooperative spirit.
Comments/Examples (to be completed by Reviewer prior to meeting with Employee):

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 Reviewer to list discussion notes from meeting with Employee here:

Consider the contribution of the employee (in addition to their

regular job duties) to their unit and the UBC campus community as a
Personal Leadership whole. Consider the degree to which they display a healthy work-life
balance and take responsibility for their personal growth and
professional development.
Comments/Examples (to be completed by Reviewer prior to meeting with Employee):

Reviewer to list discussion notes from meeting with Employee here:

Consider the work habits and attitude of the employee as they apply
to working safely and the degree to which the employee complies
Safety Awareness & with University safety rules; Consider the extent to which the
Demonstration employee understands and demonstrates proper safety practices,
promotes safety and shows awareness of safety of others and
accountability for personal safety.
Comments/Examples (to be completed by Reviewer prior to meeting with Employee):

Reviewer to list discussion notes from meeting with Employee here:

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 Performance Assessment Continued
Additional competencies for employees with supervisory responsibilities

The following competencies are from the leadership model used in the ‘Managing at UBC’
course. This model is based on the idea that the act of managing requires an understanding of
both management and leadership with a focus on both tasks and people. For further information,
please see http://www.hr.ubc.ca/odl/leadership/managing/program/framework.html.

Consider the ability of the manager to motivate others and to model

the values of the unit. Consider their ability to build relationships,
trust, and credibility with staff. Consider the degree to which the
People Leadership manager promotes cooperation, fairness, and equity in the unit.
Consider the level of pride and enthusiasm demonstrated by the
manager towards the unit and its goals.
Comments/Examples (to be completed by Reviewer prior to meeting with Employee):

Reviewer to list discussion notes from meeting with Employee here:

Consider the level of interest, concern, consideration, and respect

the manager has displayed for staff and their development.
Consider the ability of the manager to promote cooperation and
People Management teamwork and to resolve conflict effectively. Consider their ability to
delegate appropriately and to fully utilize their staff to accomplish
unit goals. Consider the amount of recognition and acknowledgment
given regarding staff achievement.
Comments/Examples (to be completed by Reviewer prior to meeting with Employee):

Reviewer to list discussion notes from meeting with Employee here:

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 Consider the degree to which the manager has established clear
roles, responsibilities, priorities, and performance targets for staff.
Consider their ability to monitor, assess, and review staff
performance while providing opportunities for training and
Task Management development as necessary. Consider the degree to which they have
demonstrated accountability and sound judgement in managing
UBC resources. Consider the level to which they strive for high
quality performance and take initiative to seek improvements in
outputs and efficiencies.
Comments/Examples (to be completed by Reviewer prior to meeting with Employee):

Reviewer to list discussion notes from meeting with Employee here:

Consider the degree to which the manager welcomes new ideas

and displayes a creative and innovative approach to their work.
Consider the ability of the manager to make clear, consistent,
transparent, and timely decisions. Consider their ability to focus on
Task Leadership the ‘customers’ of the unit. Consider the level of assertiveness and
persistence they have displayed in the pursuit of the goals of the
unit. Consider the ability of the manager to align the goals and
priorities of the unit with those of the University, and to provide a
sense of direction to the unit.
Comments/Examples (to be completed by Reviewer prior to meeting with Employee):

Reviewer to list discussion notes from meeting with Employee here:

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 PART B - Review of Work Goals and Learning Objectives Established at
Previous Performance Development and Plan (if applicable)

Please review the goals and objectives established at the previous Performance Development
and Review (if applicable). Please also refer to the employee ‘Self-Assessment and Goal Setting’
document and discuss with employee. Please insert comments here regarding progress towards
those goals and identify goals/objectives being carried forward if applicable (attach additional
sheet if necessary).

Previous Goal / Objective Comments Regarding Results

PART C - Carry Forward and New Goals and Objectives

Please refer to the Employee’s ‘Self-Assessment and Goal-Setting’ document, and through
dialogue with the employee mutually develop goals/objectives. Please complete the following
table during your meeting with the employee. Progress towards these goals should be reviewed
informally and the table should be updated as required throughout the upcoming review period.
(please list as many goals as you feel are appropriate)

Goal/Objective:

Achievement Plan/Targeted Completion Date:

Check-In Dates:

Comments Regarding Progress:

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 Goal/Objective:

Achievement Plan/Targeted Completion Date:

Check-In Dates:

Comments Regarding Progress:

Goal/Objective:

Achievement Plan/Targeted Completion Date:

Check-In Dates:

Comments Regarding Progress:

PART D - Reviewer Overall Comments

Please complete the following section prior to your meeting with the employee. Provide the
employee with an overall summary of their performance. Highlight the employee’s major
accomplishments and note the employee’s strengths and development needs as they relate to
performance. You may also comment on other areas of the employee’s performance that have
not been addressed in this document.

To be completed by Reviewer prior to meeting with Employee:

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 Reviewer to list discussion notes from meeting with Employee here:

Acknowledgments – Signatures
Employee Name: Signature:

I would like to attach my ‘Self-Assessment’ to this * I have read and discussed this evaluation with my
document. supervisor. My signature means that I have been
I will be providing my overall comments which I advised on my performance and does not necessarily
would like to be attached to this document. imply that I agree with the contents of this review.
Reviewer Name: Signature:

Manager Name: (if different from Reviewer) Signature:

Date of Next Review:

Distribution: Original to be kept in the employee’s file, and a copy of this document should be provided to the
employee. Please remember to attach the employee’s ‘Self-Assessment’ and overall comments to this document
(if applicable).

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