1. 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
______________________________________________________________________________________________________________________________________________________________________________________________________

2. 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
____________________________________________________________________________________________________________________________________________________