Phase 3: Year- End Performance Review, HR Partner Checklist
Action
Planning
 Participate in Year-End Performance Management
Webinar & share best practices within unit or division
 Communicate process, timeline and deliverables to
people managers
 Share people manager and employee checklists
 Provide customized unit or divisional questions for
people managers; share the Conversation Guide for
People Managers and Employees provided on HR
Connect
Assessment
 Facilitate performance calibration or roundtable with
people managers before reviews to ensure both
consistency of expectations and performance
assessment
 Leverage compensation action plan from Mid-Year
calibration in collaboration with budget partner and
people manager
 Review Base Pay Competitiveness Report; ensure
alignment between pay and performance; develop
compensation action plans to resolve any potential
misalignment
Calibration
 Prepare people managers for discussions by sharing
performance review feedback best practices
 Continue to facilitate overall process (i.e., check in with
people managers, send reminders of next steps, practice
feedback discussions, etc.)
Next Steps
 Aggregate signed performance evaluations for unit or
division
 Facilitate a debrief session with people managers to
calibrate on lessons learned, identify common talent
needs and support resources available
Questions / Needs / Concerns