In response to feedback from employees and managers about the length of time between annual performance discussions being too long to account for performance-related updates that may occur during the year, we have provided the Mid-Year Check-In Form as an additional tool for managers to facilitate and memorialize mid-year performance update discussions.
Mid-Year Check-In Form
The form helps managers to coach and develop employees in areas that may have evolved over the course of the year and enables employees and managers to update the status of existing performance goals or introduce any new goals.
The form should be retained within the employee's department and does not need to be submitted to HR. Employees and managers are not expected to sign the form.
Overall Performance Update
This section may be used to summarize the employee's overall performance, recognize accomplishments, or describe progress made in areas that have been indicated to the employee as needing improvement.
Performance Goals/Objectives Update
Describe the status of goals or objectives set during or since the annual evaluation.
Learning and Professional Development Update
Describe the status of any training and development opportunities or recommendations indicated in the annual evaluation or identified in the meantime. In addition to training that will help the employee build personal effectiveness or explore areas of professional development, consider training that will benefit an employee as a member of the broader Dartmouth community, such as seminars or workshops about diversity and inclusion and appreciating and valuing difference.
The employee comment section is optional for the employee. Employees may wish to add comments to the form, or they may attach a separate document with their comments, or may choose not to comment.