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Harvard Law School

Staff Preparation Worksheet 2014 (optional)
Employee:
Gather information
Review job description (Section I) for accuracy. Identify areas to be updated.
What are my goals (or expectations) for the current year?
How have I demonstrated the HLS performance factors? Examples.
What themes have emerged from conversations and meetings with my manager? See your notes.
What, if any, events or other changes have impacted my ability to achieve goals and use performance factors? / Identify any events or other changes that may have impacted the staff member’s ability to achieve goals and use competencies
Write Self Assessment – Section II
What were some of my major goals/accomplishments achieved over the last year?
Have I included examples of contributions (see form for examples and performance factors)?
Do I use the Behavior + Impact formula to support my accomplishments?
Does the self assessment tell my story for the entire performance period? Edit as needed to complete.
Performance and Development Plan – Section III
Are my job responsibilities as noted on my job description to clear to me?
Areas of greatest satisfaction from work?
Areas of greatest challenge?
What training did I participate in and how was it helpful?
What new skills would be beneficial to me and my department to learn?
What do I need from my supervisor to help me succeed?
What would help you work more collaboratively in your group?
Areas of my performance that I hope to improve in the coming year.
Goals?
Review Meeting Preparation
Have I completed my self assessment?
What reaction do I anticipate from my manager? How have our previous meetings and conversations gone?
What positive feedback do I expect from my manager? How will I react?
What constructive feedback do I expect from my manager? How will I react?
What do I need from or want to ask my manager to do so that I can be successful? Have I considered everything?