Performance Management Toolkit
Performance Management Toolkit
This toolkit is your go-to resource for navigating the Texas State Performance Management Cycle. You'll find step-by-step user guides designed to help Supervisors and Employees successfully complete each phase of the process:
- Performance Plan – Setting goals and expectations
- Mid-Cycle Review – Assess progress on established goals
- Performance Review – Reviewing performance and documenting results
Use the tools and resources provided to guide you through each step with confidence. If you have any questions or need help, please contact Performance Management email. Let’s make this a successful performance cycle!
Performance Plan
Phase 1: The Performance Plan
Creating the Performance Plan is the first phase in the cycle. The Performance Plan is designed to help TXST employees set expectations to accomplish professional and personal goals. This section will review the step-by-step actions for completing the Performance Plan in SuccessFactors Learning/Performance.
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Performance Plan User Guide:
Performance Plan User Guide
Mid-Cycle Review
Phase 2: The Mid-Cycle Review
Managers informally meet with employees to assess progress on previously established goals. Managers and employees work together to informally assess whether expectations are being met and if any adjustments need to be made. No action needs to be taken in SuccessFactors Learning/Performance.
The Mid-Cycle review will require an informal 1:1 meeting between managers and employees. To better prepare both parties for these discussions relating to performance and job expectations we recommend watching the LinkedIn Learning videos below.
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Mid-Cycle Review Resources
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Having Difficult Conversations
Discussing performance and performance reviews can sometimes result in difficult conversations. The course Having Difficult Conversations will help TXST employees know the best practices for these conversations, the do's and do-not, and how to best initiate these conversations.
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Foundations of Performance Management
The course Foundations of Performance Management will help TXST employees navigate goal-setting, giving and receiving feedback, reviewing and awarding performance, and analyzing and encouraging performance.
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Performance Review
Phase 3: The Performance Review
The Performance Review Process will occur between April 1 - May 31 and is the formal assessment of employee performance for the year based on the previously established goals and performance criteria.