Team Planning and Review (Annual Form and Progress Form)

advertisement

Version

TRIM file number

Short description

Relevant to

Approved by

Responsible officer

Responsible office

Date introduced

Date(s) modified

Next scheduled review date

Related University documents

Related legislation

Key words

Table of amendments

Date Version number

Title:

Team Planning and

Review Forms

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

Annual Team Report for General Staff

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

5.

6.

3.

4.

If applicable, what areas of the team’s performance need to be improved?

If applicable, what factors impacted on the team’s performance?

Team Development

What development activities did the team undertake in the past year?

How did these activities help the team

’s performance?

Annual Team Report

Last Reviewed

– 10 October, 2011

Page 1

4.

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).

What resources and support will the team need in order to implement the team plan?

Checklist for Annual Team Meeting

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 Progress Report

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

Checklist for Team Progress Meeting

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

Download