Workplanning phase
- objectives and key tasks agreed
- success criteria agreed
- key capabilities identified
- development plan prepared
- leave plans discussed
- other matters discussed
- progress review dates planned
- documentation prepared
- certifications completed
- HRU advised
- filed locally in a secure location
Progress review
- progress reviewed and recorded
- achievements and successes recognised
- areas for improvement identified
- changes to priorities and workload discussed and agreed
- objectives and/or success criteria amended
- development plan amended
- workplan updated
- filed locally in a secure location
Annual performance review
- preliminary preparation completed
- meeting scheduled
- staff member briefed
- feedback gathered
- progress against objectives discussed
- achievements recognised
- areas for improvement identified
- level of performance agreed
- development activities undertaken reviewed
- position description reviewed and updated if necessary
- documentation prepared
- certifications complete
- filed with HRU


