Performance Management

FY23 Performance Management

Performance management provides staff and managers dedicated time to reflect on progress, clarify expectations, and discuss priorities and potential career paths. Performance management is intended to foster staff member’s individual success, to engage managers in the development of their staff, and to support the priorities and goals of each HLC school.

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

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

Forms & Job Aids

The Harvard Longwood Campus uses the Goals-Mid-Annual performance document in PeopleSoft ePerformance.  See below for how to access your form in the system.

Performance Management in PeopleSoft

The performance management process, including goal setting and annual reviews, will be documented in PeopleSoft. To access performance management materials in PeopleSoft:

  • Staff access: From the PeopleSoft dashboard, click on the My Performance tile, and then select “Annual Review”  with a begin date of  7/1/22. Click on the different tabs–Instructions, Goals, Mid-Year, Annual, Competencies, and Feedback–to familiarize yourself with the available options. Enter your FY23 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  7/1/22.
  • 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 FY23 performance conversations so please be sure to select that option in the picklist.

Goal Setting Resources

Goal Setting Handout

SMART Goal Handout

Goal Setting Tips and Steps Video

Recording of Performance Management: Goal Setting

Goal Setting Slides from Presentation

HLC Performance Management Goals Session Slides

Other Resources

Online Resources

In-Person Training

Recommended Reading


HLC FY22 Timeline



August – November 30, 2021 Goal Setting & Planning (all documents are due)

Due Dates:
October 31, 2022 – SPH
October 31, 2022 –  HSDM

December 2021 – February 2022 Informal Interim Check-in Discussions.  Use this time to discuss and implement any adjustments to goal content and/or goal date
March – April 2022 Employee completes self-evaluation and identifies reviewers, and manager completes assessment complete with ratings for FY23 after reviewing feedback and goals
May-June, 2022 Completed Performance Assessments Due (timing will vary for some departments)

Due Dates:

May 31, 2023 – SPH


May 31, 2023 – HSDM