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Performance Management

FY25 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

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:

Using PeopleSoft ePerformance

The performance management process, including goal/priorities 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  7/1/24. Click on the different tabs–Instructions, Goals/Priorities, Mid-Year, Annual, Competencies, and Feedback–to familiarize yourself with the available options. Enter your FY25 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 FY25 performance conversations so please be sure to select that option in the picklist.

Goal/Priorities Setting

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

 

Performance Rating Guidance

Resources and Job Aids

Online Resources

LinkedIn Learning Resources

Harvard ManageMentor Learning Resources

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HLC FY25 Timeline

Date

Description
August – November 30, 2024 Goal/Priorities Setting & Planning (all documents are due)

Due Dates:
October 31, 2024 – SPH, HSDM, and HMS
December 2024 – February 2025 Informal Interim Check-in Discussions.  Use this time to discuss and implement any adjustments to goals/priorities content and/or due date
March – April 2025 Employee completes self-evaluation and identifies reviewers, and manager completes assessment complete with ratings for FY25 after reviewing feedback and goals/priorities

Watch for Manager and Staff workshops, Preparing for the Performance Discussion.
May – August 2025 Completed Performance Assessments Due (timing will vary for some departments)

Due Date: May 31, 2025 for SPH, June 30, 2025 for HSDM, and August 31, 2025 for HMS