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1.0
06/XXXX
Report form for reviewing and planning team performance.
Teams of general and/or academic staff.
Executive Director, Human Resources
Executive Director, Human Resources
Organisational & People Capability, Division of Human
Resources
3 May, 2001
27 September, 2001
22 October, 2002
17 May, 2006
10 October 2011
January, 2013
Performance Management & Development Scheme team, report, plan, review, performance
Short description of amendment

Team planning and review is an optional management process. It has been included because of its benefit to teams that have similar or interdependent roles.
Please note that team planning and review is no longer part of the Performance
Management and Development Scheme.
This form provides guiding questions to facilitate an annual planning and review meeting with the whole team.
Team name:
Section or School:
Division, Office or Faculty:
Date of this annual team meeting:
Estimated date for team progress meeting:
Estimated date for next annual team meeting:
TEAM REVIEW
Team Performance
1. What were the team’s main achievements over the past year? (NOTE: Check if the team’s objectives were achieved.)
2. To what extent did the team meet each of its performance standards? (if applicable)
Did not meet Met Exceeded
3. If applicable, what areas of the team’s performance need to be improved?
4. If applicable, what factors impacted on the team’s performance?
Team Development
5. What development activities did the team undertake in the past year?
6. How did these activities help the team ’s performance?
Annual Team Report
Last Reviewed – 10 October, 2011
Page 1

TEAM PLAN
1. What are the team’s priority activities for the coming year? Write these as team objectives.
2. What are the team’s development needs to improve/enhance performance and/or prepare for future activities?
3. Develop a team plan to achieve the objectives. For example, the plan could include:

strategies/activities;

development activities;

time frame;

person responsible; and

performance standards (based on the CSU Performance Standards – see
Appendix 1 of the Performance Management and Development Scheme Report
Forms).
4. What resources and support will the team need in order to implement the team plan?
The following materials are needed for the annual team performance meeting:
CSU Performance Standards;
Divisional/Faculty and/or team standards based on the CSU Performance Standards (if applicable); the operational plan for the Section/School/Centre or Division/Faculty; the Annual Team Performance Report and Team Progress Report for the previous reporting period; any supporting information (e.g. samples of work, feedback from clients or staff, statistics, survey results, specific examples).
Annual Team Report
Last Reviewed – 10 October, 2011
Page 2

Team planning and review is an optional management process. It has been included because of its benefit to teams that have similar or interdependent roles.
Please note that team planning and review is no longer part of the Performance
Management and Development Scheme.
This form provides guiding questions to facilitate a progress meeting with the whole team.
Team name:
Section or School:
Division, Office or Faculty:
Date of this team progress meeting:
Estimated date for next team progress meeting (if applicable):
TEAM REVIEW
Team Performance
1. What has been achieved to date, in relation to the team plan?
2. If applicable, what factors have impacted on the team’s performance or progress?
Team Development
3. What has been achieved to date, in relation to team development activities?
4. If applicable, what factors have impacted on the team’s development?
TEAM PLAN
5. What changes, if any, need to be made to the team plan so that it is more achievable and relevant?
Team Progress Report
Last Reviewed – 10 October, 2011
Page 1

The following materials are needed for the team progress meeting:
CSU Performance Standards;
Divisional/Faculty and/or team standards based on the CSU Performance Standards (if applicable); the current Annual Team Performance Report; and any supporting information (e.g. samples of work, feedback from clients or staff, statistics, survey results, specific examples).
Team Progress Report
Last Reviewed – 10 October, 2011
Page 2