(To use this worksheet, please go to File → Make a copy) 

 
Performance Management Planning Worksheet  
This worksheet helps you clarify and answer key questions related to designing a new 
performance management process for your organization. It should be used in tandem with 
the C
​ reating a Performance Management Process that Works​ guide, and it can be used 
individually or as a discussion guide with your task force.   
 

Clarify your “Why”  

 
Intention  
Why does improving your performance management processes matter? How do we want 
employees and managers to feel about the performance management process?  
 
 
 
 
 
 
 
 
 
Aspiration 
What are we expecting the improved process will achieve? What will success look like? 
 
 
 
 
 
 
 
 
 
 
 

   
Identify Strengths and Gaps in Performance Processes 
Consider each of the performance processes individually to note what’s working with the 
current approach, where changes are needed, and what is completely missing. 

What’s already  What’s not working  What’s missing? 

working?  yet?   
   

PLANNING       

● Individual 
expectations 

● Team 
expectations 

● Resources 
 

CULTIVATION       

● Motivation 

● Removing 
obstacles 

● Coaching 

● Appreciation 
 

ACCOUNTABILITY       

● Measurement 

● Feedback 

● Ownership 
 
 
 
Creating the Plan 

Use the following pages to outline the specific tactics and tools of your performance 
management plan. Each page prompts you to identify the tools and tactics for each 
performance process: Planning, Cultivation, and Accountability. 
 
There is no “right” number of tools and tactics to use within your process.​ The following 
pages are designed to help you outline those that are right for your organization.  
 
Print and use as many of the following pages as needed.  
Performance Planning:  
Expectations and Resources 

Tool or Tactic
Name or Description:  
 
 

Details:  
How will it work?  
 
 

Employee Role:  
What is the employee’s 
responsibility? What will 
they do? 

Manager Role: 
What is the manager’s 
responsibility? What will 
they do? 

Other’s Roles: 
Who else is involved? 
What will they do? 

Frequency:  
How often will it happen? 

Technology: 
How might technology 
enhance or enable this 
process? 

Dependencies: 
What other performance 
processes will this 
impact? 

   
Performance Cultivation:  
Motivation, Removing Obstacles, Coaching, Appreciation  

Tool or Tactic
Name or Description:  
 
 

Details:  
How will it work?  
 
 

Employee Role:  
What is the employee’s 
responsibility? What will 
they do? 

Manager Role: 
What is the manager’s 
responsibility? What will 
they do? 

Other’s Roles: 
Who else is involved? 
What will they do? 

Frequency:  
How often will it happen? 

Technology: 
How might technology 
enhance or enable this 
process? 

Dependencies: 
What other performance 
processes will this 
impact? 

   
Performance Accountability:  
Measurement, Feedback, Ownership 

Tool or Tactic
Name or Description:  
 
 

Details:  
How will it work?  
 
 

Employee Role:  
What is the employee’s 
responsibility? What will 
they do? 

Manager Role: 
What is the manager’s 
responsibility? What will 
they do? 

Other’s Roles: 
Who else is involved? 
What will they do? 

Frequency:  
How often will it 
happen? 

Technology: 
How might technology 
enhance or enable this 
process? 

Dependencies: 
What other performance 
processes will this 
impact?