Forms, Resources and Tips
Find performance management forms, resource materials and tips to help you through Emory's process.
Resources
The following resources can help guide you through Emory University's performance management process:
- View User Guides and Help with Navigating the New Performance System (log in required)
- View Other Performance Management Training Courses
- Goal Setting Tip Sheet
- Performance Management Policy
- Cultural Considerations: A Job Aid for Supervisors
- Tips for Providing Upward Feedback
Individual Development Plans (IDPs): Chart Your Success with an IDP
Individual Development Plans (IDPs) are customized strategies that bridge personal career aspirations with organizational goals. They encourage employees to set clear objectives, develop new skills, and track progress over time. By fostering collaboration between employees and managers, IDPs promote growth, engagement, and long-term success for both individuals and the University.
Emory offers an IDP in two different formats:
- A fillable PDF
- A shareable document in the Bullseye Performance Management System
For more information, visit the Talent Management website, and scroll to Training and Resources, and log in.
Video
Watch this video to learn more about Emory's Goal Setting process:
Tips
Communication: The Foundation of Success
Effective performance management starts with clear, consistent communication. Keep your team informed with periodic updates about evaluation timelines and step-by-step guidance to ensure your team is on track. Proactive communication isn’t just helpful—it builds trust and keeps everyone focused on achieving their best.
Leadership: Inspire Through Action
Strong leadership drives engagement. When senior leaders actively support performance management, it underscores its importance and motivates employees to prioritize their growth. Use this influence to foster a culture where performance excellence is celebrated, and every individual feels empowered to thrive. Leadership isn’t just about guidance—it’s about inspiration.
Forms and documents
- Performance Log
- Development Plan Template
- Development Plan Sample
- Self-Evaluation Form - Mid-Year Review (Non-Manager)
- Self-Evaluation Form - Mid-Year Review (Manager)
- Mid-Year Evaluation Form (Non-Manager)
- Mid-Year Evaluation Form (Manager)
- Six Month Evaluation Form - New Employee (Non-Manager)
- Six Month Evaluation Form - New Employee (Manager)
- Annual Self-Evaluation Form (Non-Manager)
- Annual Self-Evaluation Form (Manager)
- Annual Evaluation Form (Non-Manager)
- Annual Evaluation Form (Manager)
- Upward Feedback Form