AGENCY NAME

SYSTEM
PERFORMANCE MANAGEMENT
EVIDENCE REQUIREMENTS CHECKLIST FOR MATURITY LEVEL 2- PROCESS DEFINED
NOTE: Upload the signed ERs in PDF format to the Google Drive assigned to your Agency, arranged per Pillars and Pillar Elements
Pillars Pillar Element Required Evidence Requirements (ERs) Complied?
(YES/NO)
Governance Policy including CSC Approved Customized PM Policy (SPMS) with EOP
EOP
EOP Guidelines for the Four (4) HR System

Structure and Office Order/Memorandum for the Composition of the PMT

Roles with functions
Notice of PMT Meeting (not mandatory, but the agency may
submit if available)
PMT Minutes of Meeting (Target Setting, Strategic Planning,
Cascading of Targets, Performance Review, Calibration)
Review PM Process Flowchart QMS-ISO Process Flowchart (with key
Mechanisms steps, person responsible, duration, timeline and details)
PM Efficiency Tracking Tool (with key steps, person
responsible, duration, timeline, actual implementation, budget
and turn-around time)
Information and Short Description and Snapshot/Screenshot of developed or
Communication acquired Computer-Based System for PM containing
(Use of information files/folders of documents pertaining to PM
Technology)
Information and PM Process Flowchart or QMS-ISO Process Flowchart (with
Communication key steps, person responsible, duration, timeline and details)
(Database
Content) PM Efficiency Tracking Tool (with key steps, person
responsible, duration, timeline, actual implementation, budget
and turn-around time)
PMT Minutes of Meeting (Target Setting, Strategic Planning,
Cascading of Targets, Performance Review, Calibration)

Sample Output of MFOs and Success Indicators

Individual Development Plan

SPMS Calendar (not mandatory, but the agency may submit if

available)
Conduct of Orientation of PM Policy (not mandatory, but the
agency may submit if available)
Performance Target Setting PM Rating Guide
Planning and
Commitment Indicative Targets

Signed OPCR Targets (Without Rating)

Signed DPCR Targets (Without Rating)

Signed IPCR Targets (Without Raring)

Standard PM Standards (Quality, Timeliness and Efficiency)

Setting
PM Rating Guide

Performance Performance Monthly/Quarterly Accomplishment Report

Monitoring and Tracking
Coaching Providing Performance Coaching Mechanism (e.g. Coaching Guide,
Performance Template or Performance Monitoring and Coaching Journal)
Support

2022 List of Evidence Requirements (ERS) for Performance Management (PM) – Maturity Level 2
Performance Performance Accomplished OPCR
Review and Review and
Evaluation Evaluation Accomplished DPCR

Accomplished IPCR

Summary of Ratings per Division/Department (ensure that the

average rating does not exceed with the rating of the
Division/Department Head)
Calibrating Calibrated DPCR guided with the Performance Standards and YES
Performance OPCR Rating Form
Assessments
Development Development Accomplished Individual Development Plan YES
Planning Planning
Accomplished IPCR, if possible with comments and YES
recommendations on employee’s development areas and
recommended interventions
Evaluated by: Reviewed by:

2022 List of Evidence Requirements (ERS) for Performance Management (PM) – Maturity Level 2