Gold Standard
Part 3 - Mid-year review
Checklist
- A call letter is sent to executives about the mid-year review providing instructions on expectations for completion.
- Immediate managers conduct mid-year reviews with their direct reports and both parties sign off that the process has been completed by September 30th.
- When necessary, remedial action plans are established and the immediate manager is responsible for implementation.
- Completion rates are monitored and reported to senior management.
- Staff responsible for business planning and reporting are informed of any changes in commitments during the mid-year review process and make adjustments as needed to their systems.
Discussion
Regularly, and at least once during the fiscal year, executives are expected to revisit their performance agreements. This review serves as a reminder of the commitments and provides a mechanism to check that commitments are progressing. It also offers an opportunity to update the agreement in the light of operational changes. Finally, it can be an opportunity to address performance issues and to establish remedial action.
The mid-year review should be linked with the organization's mid-year financial and business plan review. The mid-year review of PAs normally involves a face-to-face discussion between the executive and supervisor.
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