PERFORMANCE AND CAREER DEVELOPMENT
ACTION PLAN & REVIEW FOR ACADEMIC STAFF ON PROBATION
This template is designed to support you through the process of planning for your initial Performance and Career Development conversation with your
academic line manager as part of the probationary process. It allows for capture of the outcomes of the initial conversations and ongoing meetings.
Over the three years it is expected that you will meet with your academic line manager every 6 months to review progress, with formal reviews every 12
months.
To guide your planning you should refer to your position description and your letter of offer which contains individual probation requirements as well as the
core generic requirements that are prerequisites for confirmation to continuing academic roles. The core confirmation prerequisites are the achievement of the
relevant RPE and TPE in The UTAS Academic http://www.utas.edu.au/provost/the-utas-academic-performance-expectations-for-academic-staff), completion
of ELT 501 and any individual requirements agreed and contained in your letter of offer.
You will need to complete relevant sections as appropriate for your role and career stage.
Staff Member Details
Title
Name
Academic Line Manager
Staff ID
Fraction
Faculty/School/Institute/Division
Level & Step
Workload allocation (full time equivalent)
(Balanced academic workload 40:40:20)
Research:
Teaching:
Appointment type
Campus
Date of plan
Review dates
Service:
1
Section 1
3 Year Career Plan
Career aspirations – where I want to be in 3 years? (Maximum 200 words)
Link to UTAS/Faculty/Institute/team goals. (Maximum 100 words)
How do your broad strategies and specific objectives set out below contribute to the organisational goals?
Refer to the University’s Objectives in Open to Talent Strategic Plan 2012-2016 http://www.utas.edu.au/open-to-talent/
2
3 Year Probationary Performance Plan
Individual probation requirements (outside of the core generic requirements) as agreed in contract of employment
This may include for example completion of a PhD.
Requirement
Completed by
Research
3 year research performance goals (maximum 100 words)
Objectives
What is to be achieved?
Performance indicators
What annual targets and measures will
demonstrate achievement of the performance
objectives?
Strategies
What development support is required to
achieve the performance objectives?
Year
To be achieved
3
Learning and Teaching
3 year learning and teaching goals (maximum 100 words)
Objectives
What is to be achieved?
Performance indicators
What annual targets and measures will
demonstrate achievement of the performance
objectives?
Strategies
What development support is required to
achieve the performance objectives?
Year
To be achieved
Service to your discipline, community and/or industry
3 year Service goals (maximum 100 words)
Goals
What is to be achieved?
Performance indicators
What annual targets and measures will
demonstrate achievement of the performance
objectives?
Strategies
What development is required to achieve
the performance objectives?
Year
To be achieved
4
Developing your team, faculty/institute and/or University
(through the enablers of people, culture, infrastructure and resources)
3 year team, discipline, faculty/institute and/or University development goals (maximum 100 words)
Objectives
What is to be achieved?
Performance indicators
What annual targets and measures will
demonstrate achievement of the performance
objectives?
Strategies
What development support is required to
achieve the performance objectives?
Year
To be achieved
Agreement of 3 Year Plan
__________________________________________________
____________________________________________________________
Staff Member
Academic Line Manager
Date
______________________________________________________________
Dean
Date
Date
___________________________________________________________________________
Provost as Chair, Academic Probationary Committee
Date
5
Section 2
1 Year Probationary Performance and Career Development Action Plan & Review
This plan sets out on a yearly basis how the 3 year plan, is achieved.
Research
Plan
Objectives
What objectives need to be achieved?
Review
Expected Results
What measures will demonstrate achievement of these
objectives?
Outcomes
What specific outcomes did you achieve?
Expected Results
What measures will demonstrate achievement of these
objectives?
Outcomes
What specific outcomes did you achieve?
Learning and Teaching
Plan
Objectives
What objectives need to be achieved?
Review
6
Service to your discipline, community and/or industry
Plan
Objectives
What objectives need to be achieved?
Review
Expected Results
What measures will demonstrate achievement of these
objectives?
Outcomes
What specific outcomes did you achieve?
Developing your team, faculty/institute/ and/or University
(through the enablers of people, culture, infrastructure and resources)
Plan
Objectives
What objectives need to be achieved?
Review
Expected Results
What measures will demonstrate achievement of these
objectives?
Outcomes
What specific outcomes did you achieve?
7
Career Development
Mentorship arrangement
Has a mentorship been arranged and approved?
If no, reason:
Name of mentor:
Career and Professional Development Plan
What professional development activities are needed in the coming year to achieve the goals
and objectives?
Review
Actual Outcomes
Any other relevant information/comments to provide context – e.g. suspension of probation due to maternity leave, long term sick leave
Agreement of Annual Action Plan
__________________________________________________
_______________________________________________
Staff Member
Academic Line Manager
Date
Date
_________________________________________
_______________________________________
Dean
Provost as Chair of Academic Probationary Committee
Date
Date
8
Review – any comments in addition to the outcomes
Staff Member Comments
Academic Line Manager Comments
Dean Comments
Sign off of Year 1 Review
_____________________________________________________
___________________________________________________________
Staff Member
Academic Line Manager
Date
Date
_____________________________________________________
____________________________________________________________
Dean
Provost as Chair, Academic Probationary Committee
Date
Date
9