Performance management is comprised of two basic parts:

• Continuous coaching conversations throughout the year
• Tracking highlights from ongoing conversations, setting priorities and goals, and summarizing themes at the end of the academic year

NEW! Review the newly launched Philosophy on Performance Management which provides a consistent framework for managing performance and development.  An introductory module, Succeeding Together: Harvard’s Philosophy of Performance and Development, is also now available to help you integrate and apply this new philosophy.

For general information about Harvard’s annual planning cycle and available resources visit:

• Harvie’s Performance Management Page

• Tips for Goal/Priorities Setting
• Manager Tips for Performance Conversations
• Performance Notes in PeopleSoft

• Staff access: From the PeopleSoft dashboard, click on the My Performance tile, and then select “Annual Review”  with a begin date of  7/1/24. Click on the different tabs–Instructions, Goals/Priorities, Mid-Year, Annual, Competencies, and Feedback–to familiarize yourself with the available options. Enter your FY24 goals into the  Goals tab.
• Manager access: From the PeopleSoft dashboard, click on the Team Performance tile, and then on the staff member’s name with a begin date of  7/1/24.
• Annual reviews are set up for staff hired before December 1 for HSPH and January 1 for HMS and HSDM. Employees hired January-June will have an orientation review at the 90-day mark. Contact your HR office if you do not see a review you think should be in the system.
• Harvard Chan School, Harvard Medical School, and Harvard School of Dental Medicine:  Will use the “Ratings” option for the FY24 performance conversations so please be sure to select that option in the picklist.

Goal/Priorities Setting Handout

SMART Goals/Priorities Handout

Goal/Priorities Setting Tips and Steps Video

Recording of Performance Management: Goals/Priorities Setting

Goal/Priorities Setting Slides from Presentation

HLC Performance Management Goals/Priorities Session Slides

Online Resources

• The Power of Meaningful Conversations
• HTP Employee & Manager Group: This group supports employees and managers in performing tasks in PeopleSoft.
• Why Ongoing Performance Conversations Matter
• Practical Tips for Coaching Conversations
• When Performance Conversations Are Challenging

LinkedIn Learning Resources

• Giving and Receiving Feedback – 28m
• Nano Tips for Giving and Receiving Feedback – 11m
• Using Feedback to Drive Performance – 1h 15m
• Taking the Fear out of Feedback – 40m

Harvard ManageMentor Learning Resources

• Feedback Essentials – 2h
• Performance Appraisal – 2h

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