WORK AND DEVELOPMENT PLAN CHECKLIST Yes No Overall Statement - Is there a concise, clear, thoughtful message describing overall performance? - Does the overall statement: - Summarize performance compared with job objective/requirements? - Match the individuals rating? - Summarize development as compared to career progress? - Identify performance problems that must be corrected to meet current job requirements? - Is the summary paragraph consistent with the person’s self assessment and aspirations? ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ Review of Results - Are the actual results achieved compared to objectives from the previous W/DP? - Do the results cover both Building the Business and Building the Organization? - Is there a balance between providing feedback on strengths as well as development needs in terms of the What Counts Factors? - Is the feedback specific and actionable? - Does the feedback include a review of progress versus the previous Personal Development Plan? - Does feedback include the individuals use of diversity to build the business/organization? ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ Work Plan Are the tasks outlined: - Linked to the organization Direction/Work Plan (both breakthrough and daily management)? - Clear, specific and measurable in terms of numeric, quantifiable data? - Inclusive of a specific action plan to promote diversity? - Adequate (relative to business needs/expectations of the individual)? - Realistic (of other priorities/person’s capabilities)? - Focused on what is expected - not the hows? - Consistent with the individual’s interests? - Identified as envisioning, energizing or enabling activities? ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ Career Interest - Do the individual’s long term interests fit with leadership’s assessment of his/her long term potential? - Are the short term interests consistent with the long term vision? - Are short term interests realistic (match business/personal needs & capability)? - Does it include a description of skills/capabilities the individual wants to build - in addition to potential? ___ ___ ___ ___ ___ ___ ___ ___ Development Plan - Are the development items reasonably consistent with: - The tasks outlined in the work plan? - The career map/plan? - The strength/development feedback? - Are specific actions identified for both the individual and the immediate manager? - Are sufficient resources (i.e., coaches, etc.) clearly identified? ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ Overall W/DP - Is the information in the W/DP fully understood and owned by the individual and his/her manager? - Have ways to improve the value of the W/DP process been identified? - Is there a balance between personal/business accomplishments AND development areas? ___ ___ ___ ___ ___ ___ Sign Off: ____________________________________________ _______________________________________________ (Employee) (date) (Immediate Manager) (date) . Work Plan Are the tasks outlined: - Linked to the organization Direction /Work Plan (both breakthrough and daily management)? - Clear, specific and. ___ Development Plan - Are the development items reasonably consistent with: - The tasks outlined in the work plan? - The career map /plan?