Performance Management
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
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.
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.
Important Dates:
Date(s): | Required Action: | Description: |
|---|---|---|
June 1 | Staff performance plans become available | This is the phase where supervisors and their direct reports collaborate to set goals and performance expectations for the upcoming year. |
October - November | Mid-cycle review | This is an informal check-in between supervisors and their direct reports to ensure employees are on track to meet the goals established in their performance plan. |
April 1 | Staff self-assessments become available | Self-assessments are the first step of the performance review phase. Employees start the process by ranking the completion status of their goals in SuccessFactors. |
May 31 | Staff performance review deadline | All steps of the performance review must be complete by May 31 in order to be eligible for merit. |
Need Assistance?
Contact us at 5.2557 or email performancemgmt@txstate.edu.