Partnership Goals (This is a “living” document that is amended during the lifecycle of the goal; also it should be used retrospectively for major events) Goals (Manager’s Expectations): ______________________________________________________________________________________________________________________________________________________________________________________________________ Requirements (Employee’s Needs (tools and feedback) to Achieve Goals from ‘Ee POV): ______________________________________________________________________________________________________________________________________________________________________________________________________ Manager’s Contribution to Achieving Goals: ______________________________________________________________________________________________________________________________________________________________________________________________________ Results (Description and Compared to Goals): ______________________________________________________________________________________________________________________________________________________________________________________________________ What Went Well ______________________________________________________________________________________________________________________________________________________________________________________________________ What Could Be Improved including Improving the Collaboration between Manager and Employee ______________________________________________________________________________________________________________________________________________________________________________________________________ Next Steps ______________________________________________________________________________________________________________________________________________________________________________________________________

Year End Summation What Went Well ____________________________________________________________________________________________________________________________________________________ Course Adjustments including Lessons Learned ____________________________________________________________________________________________________________________________________________________ How the Employee Can Improve (Prioritized) ____________________________________________________________________________________________________________________________________________________ How the Manager Can Improve (Prioritized) ____________________________________________________________________________________________________________________________________________________ Next Step Actions ____________________________________________________________________________________________________________________________________________________