Annual Plan

Introduction

Developing the Annual Plan is the first phase of the Performance Management Cycle.

The Annual Plan is an action plan developed by the employee and the supervisor. The plan details performance and development goals, standards that define success, metrics to measure progress, and plans for regular check-ins and support. 

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A Collaboration for Success

Employees and supervisors collaboratively develop, and share responsibility for, the Annual Plan.  The employee is responsible for executing the Performance and Development Goals.  The supervisor is responsible for providing development opportunities and supports to ensure the employee can execute the goals.  And, they share responsibility to conduct an ongoing conversation to make sure the Annual Plan is successfully executed.

In this section, you will find resources and training to assist you to successfully develop the Annual Plan.  

Guiding Values

These values, in addition to OSU's vision, mission and values, guide our work on the Performance Management Pilot.

• Holistic - wherein the supervisor and employee recognize that appropriate supports and development are required to enable successful performance.
• Shared Responsibility - wherein the supervisor and employee share responsibility for successful performance.
• Engagement & Collaboration - wherein the supervisor and employee contribute and work together to develop and implement the Annual Plan.

Process

There are six steps to develop an Annual Plan.  They build on and reinforce each other, so are designed to be implemented in the order in which they are presented.  You, however, can access whichever step you want. 

Click on the link to go to the page with the information you want to see.

• Review - Review all relevant materials to set the context for the conversation.
• Position Description – Revise and update the Position Description.
• Matching - Find matches between the employee, OSU and the work unit.
• Goals, Standards & Metrics - Create Performance Goals, standards to define success and metrics to track progress on goals. Complete a Gap Analysis to identify gaps in the knowledge, skills and supports that are required to successfully execute the goals. Create Development Goals, standards and metrics to address the gaps in knowledge and skills.
• Support Plan – Design a plan to provide supports that enable successful execution of the goals.
• Check-In Plan - Design a plan for ongoing collaboration on implementation, tracking, reviewing and revising the Annual Plan.

Navigation Guides

Refer to the "Working with Forms" section for guidance on creating and approving annual plans.