Team Performance & Development Plan
Department
Manager Name
Part A: Team Performance Goals
Goal
This must be expressed as a
SMART goal. [Specific,
Measurable, Achievable, Relevant
TO departmental/organisational
goals and Time-bound]
All overdue invoices paid
Teach Warren the Financial
management system
Superior Implements Company (SIM Co)
Finance Team
Alannah
Key Performance Indicator/s (KPIs)
What will we monitor and measure?
How many overdue invoices are there
and how long will it take to process each
overdue invoice
2 hrs per week dedicated to learning the
system
Team Performance and Development Plan v1.1
Team member names Sundra, Jill & Warren
Date 01/04/2022
Additional support and/or
Additional capabilities required
Due Date resources required by the team
by the team to achieve the goal
to meet the goal
SUPPORT (how can the Manager What additional skills and
support the achievement of the knowledge are required?
goal?)
RESOURCES (what additional
resources will be required in order
to meet the goal)
Meet with Jill each Friday to touch
End of month base on what invoices have been Warren to assist Jill
paid and which are still outstanding
8 weeks Support with career development Mentor and coaching from Jill
Page 1
 Part B: Team Learning Plan

Transfer the capability requirements outlined in PART A of the Team Performance and Development Plan to this section, and specify the learning and development activities
required to address the capability requirements. Remember to apply the 70/20/10 approach when identifying learning and development activities.

Use the following legend to identify the types of activities recommended

I: 70% informal, non the job, projects, practice, job rotation
S: 20% coaching, mentoring, learning from others
F: 10% formal training activities or courses

Goal Capability Requirements Learning and Development Activities

Goals from Part A Capability requirements from Part A What are the recommended Learning and development
activities and identify the type (using the legend provided)

Pay all overdue invoices by end of month Warren to assist Jill 70% Paying smaller invoices while unassisted
20% Shadowing Jill in paying invoices
10% Complete the self-paced online tutorial provided
by the software manufacturer

Warren to learn the software system to be able to Mentor and coaching from Jill 70% Paying smaller invoices while unassisted
also pay invoices 20% Shadowing Jill in paying invoices
10% Complete the self-paced online tutorial provided
by the software manufacturer

Superior Implements Company (SIM Co) Team Performance and Development Plan v1.1 Page 2
 Team member name Signature Date

Jill Jill 01/04/2022

Warren Warren 01/04/2022

Part C: Progress review and feedback

Progress Review (1) Progress Review (2)

Planned Review Date 14/04/2022 Actual Review Date 14/04/2022 Planned Review Date 30/04/2022 Actual Review Date 30/04/2022

Successes Successes

Additional staff have developed skills with software and can help with work load. All invoices have been paid and suppliers are going to continue to work with
company.

Goals and areas to focus on Goals and areas to focus on

Jill - Learn how to extract and analyse financial data for financial reports. Goal is to
become a senior person within the Finance Department Continue staff training. Provide Warren opportunity to handle larger customer
accounts.
Warren - Become more proficient in accounts officer role and focus on double entry
accounting methods. Long term career goal is to become a Department Manager,
ideally of the Finance Department.

Superior Implements Company (SIM Co) Team Performance and Development Plan v1.1 Page 3
 General Comments General Comments

Staff are positive and work well in a team environment. No new comments

Team Signature/s Team Signature/s

Jill Warren Jill Warren

Manager Signature Alannah Manager Signature Alannah

Superior Implements Company (SIM Co) Team Performance and Development Plan v1.1 Page 4