Completing the Dialogue for Direction Form
Exempt Non-supervisory Staff Positions
The Dialogue for Direction form is a standard Microsoft Word document that can be completed
on-line. Please review these helpful hints:

The supervisor should complete Sections I, IV and V.

A meeting should be scheduled at a mutually convenient time to provide the supervisor and
staff member ample opportunity to prepare for and discuss the performance review. Refer to
the Dialogue for Direction Guide for Staff and/or the Dialogue for Direction Guide for
Supervisors for details on this process. Both guides are available on the Office of Human
Resources Development (HRD) website at www.hartford.edu/hrd/Forms.aspx.

The Dialogue for Direction form should be given to the staff member to complete Sections II,
III and VI prior to the meeting.

Once both parties have completed the form, another meeting should be held to conclude
the annual review process.

The supervisor and the staff member must sign the review. Signed Dialogue for Direction
forms are then sent to HRD, located in the Financial and Administrative Service Building
(FASB). Annual appraisals are maintained in the staff member’s official personnel file,
located in HRD.
If you have any questions regarding the Dialogue for Direction process, please contact your designated
Human Resources manager:
Jamie Harlow, PHR
Associate Director
860.768.4155
harlow@hartford.edu
Jen Conley
Assistant Director
860.768.4665
jconley@hartford.edu
DIALOGUE FOR DIRECTION
Performance Review for Exempt Non-supervisory Staff
Name:
School/Dept:
Job Title:
Time in Position:
Supervisor:
Date:
I.
DISCUSSION OF JOB – Identify key duties and responsibilities as well as department and University goals:
II. COMPETENCY AREAS – Provide a general narrative of demonstrable work-related actions over the last year
which highlights the competency areas noted below.
Planning and Organization – Demonstrates the ability to determine appropriate priorities as well as accurately
and thoroughly complete assignments within established time constraints.
Problem solving and Decision Making – Demonstrates the ability to anticipate and solve problems by
identifying and collecting relevant data, analyzing and evaluating appropriate alternatives and taking initiative to
resolve problems in a prompt, positive and collegial manner.
Training and Professional Development – Demonstrates an understanding of the importance of professional
development. Views training as an essential component of the position and acts proactively to continuously
upgrade skills that will enhance job performance.
Communication Skills – Demonstrates effective verbal and written communication skills as well as listening
skills. Presents ideas persuasively and/or conducts effective presentations as necessary and/or appropriate.
Budget and Fiscal Oversight – Demonstrates an understanding of the importance of maintaining prudent fiscal
operations in an effort to ensure the effective management of departmental financial resources as well as
compliance with P-card, purchasing, gift and other expense policies.
University Policies – Demonstrates an understanding of University policies such as diversity, civility,
general expectations, sexual harassment prevention, health and safety, progressive discipline,
grievances, access/disclosure of employee records/University property, drug-free and alcohol-free
workplace and privacy of medical information.
Other Competency Areas (as identified by the supervisor)
III.
STAFF MEMBER’S PLANNING – Proposal(s) for objectives/direction for the next fiscal year.
IV.
SUPERVISOR’S PLANNING – Statement of priorities, direction and expectations for the next fiscal year.
V.
SUPERVISOR’S REMARKS – Job performance, attainment of prior objectives, accomplishments
commendations, areas for improvement and/or recommendations.
VI.
STAFF MEMBER’S COMMENTS
Supervisor Signature
Date
I acknowledge that I have been given the opportunity to read and discuss this review with
my supervisor. I understand that if I disagree with any of the information contained herein,
that I may submit a written statement explaining my position which shall be maintained as
a part of my personnel file. My signature does not necessarily signify that I agree or
disagree with this review. I understand that I may have a copy of this review and the
original will be placed in my official personnel file.
Employee Signature
Date
Revised 4/2015