Reviewing Performance Progress

Self-Evaluation: After the Discussion

After completing a progress review discussion with a person in your work group, complete this two-page self-evaluation.

How Did I Do?

Check the appropriate box for each question to determine your effectiveness in helping others review progress.

Above Average /
Good / Need Improvement
I prepared for the discussion by reviewing
performance data collected throughout the cycle
and gathering additional data as needed.
I asked the person to prepare by gathering and
reviewing his or her performance data.
I used all five Interaction Guidelines effectively.
I met the personal needs of the individual by using
Key Principles.
I helped the person to develop a specific action
plan that will help him or her sustain or accelerate
progress toward desired results.
I checked to make sure that the person felt
confident in achieving the desired results.
After the discussion I felt confident in the
person’s ability to achieve the plan.
I accomplished the objective of the discussion:
To agree on progress toward each expectation and to develop a plan for sustaining/accelerating progress.

Based on the list above, what did I do most effectively in this discussion?

What did I learn from this discussion? What might I do differently next time?

The Next Time Around

Which Key Principle(s) do I want to use more effectively?

Maintain or enhance self-esteem.

Listen and respond with empathy.

Ask for help and encourage involvement.

Share thoughts, feelings, and rationale. (to build trust)

Provide support without removing responsibility. (to build ownership)

What will I do specifically to improve the way I use the Key Principle(s) I checked?

Which Interaction Guideline(s) do I want to use more effectively?

OPEN with purpose and importance of reviewing progress.

CLARIFY progress to date.

DEVELOP ideas for achieving (or maintaining) desired results.

AGREE on performance level, including rating if appropriate.

CLOSE by summarizing and confirming confidence.

What will I do specifically to improve the way I use the Interaction Guideline(s)
I checked?

How can I improve my planning to lead an even smoother progress review?

© Development Dimensions International, Inc., 2004. Revised 2008.

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