PEPDS: Sample Mid-Year Discussion

Sample Mid-Year Discussion

I. Identifying Information

Employee:	Ima Sample
Review Cycle: From:	1/2/02	To:		1/1/03
Budget Title:	Associate for Technical Services	Salary Level:		SL-3
Local Title:	Associate for Technical Services
Date in Budget Title:	1/2/2002
Department:	Human Resource Management
Supervisor:	Sierra A. Nevada	Title:	Associate Vice President for HRM
Secondary Source:	Joe Smith	Relationship:	Peer

A review of the employee’s performance program has been completed on 6/6/02 (date).

II. Progress on Goals Comments from Supervisor

Ima has made significant progress on:

Goal #1 - The on-line library. She has done an excellent job of defining the search categories and the graphics she developed make it very user friendly. I anticipate that this project will be completed on time, 10/31/02.
Goal #2 - Job Posting subscription service is up and is running very well. This goal has been completed.

Ima has made some progress on:

Goal #3- Training the Staff Assistant. While she has spent some time working with Jim, she may need to focus more attention, perhaps scheduling regular meetings so that he can operate independently by August.

No progress has been made:

Goal #4 - Forms on HRM website. Given the workload Ima has experienced with the resignation of a staff member in HRM, this goal needs to be modified - see section below.

III. Performance Feedback Comments from Supervisor (Provide feedback regarding other areas of employee’s performance as outlined in their job description.)

Ima has been doing an excellent job overall. She assumed some additional responsibilities when we lost a staff member in the office and she has balanced the additional work very well.

She has modified the process for classified appointment transactions to make it much more efficient. She has worked well with staff in the department to provide technical assistance and has taken a developmental approach, helping them become more self-reliant.

I am impressed with her attention to detail and the quick turn-around time on her projects.

IV. The following action was taken (check one)

Performance program goals and employee’s job performance are on target. No recommendations for change. The original performance program and job description will be the basis for the end-of-year evaluation.

Modifications/recommendations are to be made as follows (be specific). Attach the updated performance program and/or job description. These revised documents will be the basis for the end-of-year evaluation.

Goal #4 - Forms on the website. Change the date of completion to December 15, 2002 for draft documents and February 1, 2003 for entry on website.

Attached: Updated performance program with complete revision.

V. Signatures

Employee:		Date:
Comments:
Supervisor:		Date:
Comments:
Director:		Date:
Comments:
Dean/Associate Vice President:		Date:
Comments:
Vice President/Provost/CIO:		Date:
Comments:

Copies:	Employee Supervisor Original filed in Vice President/Provost/CIO’s Office

Human Resource Management: _____________________