Manage performance
Complete performance plans
Turn assigned priorities into delivery actions, risks, and progress notes.
Staff, supervisors, leaders, and administrators5 min read
Complete this task
- Who can do it
- Employees prepare plans; assigned supervisors and final reviewers act when the route reaches them.
- Before you start
- An active performance contract and generated execution plan.
- Where to go
- Open Performance Plans from Work Inbox or the performance navigation.
- Steps
- 1. Open the plan assigned to the employee.
- 2. Record the execution approach, risks and comments, then save the draft.
- 3. Select Submit plan; the reviewer can then approve or return it using the available action.
- Completion
- The plan displays its submitted, approved or returned status with the recorded workflow history.
What a performance plan is for
A contract says what a person is accountable for. A performance plan explains how the person intends to deliver it.
What to add
Use the plan to make delivery practical and reviewable.
- Describe the approach for each assigned item.
- Record risks or blockers early.
- Add support needs before they affect delivery.
- Keep comments clear enough for a reviewer to act on.
How monthly reviews connect
Monthly reviews can be opened after the performance plan is ready. If a review is not visible yet, the plan may be ready while the monthly check-in has not been opened.
Related guides
Review performance recordsUnderstand assigned priorities, sign-off steps, and contract history.Open guideComplete monthly reviewsRecord monthly progress, blockers, support needs, and review comments.Open guideUse the Work InboxFind the next record that needs your update, review, approval, or decision.Open guide