Performance Management Forms

Managers, Supervisors and Non-Represented Staff

Performance Management Forms  


Department/Unit Follow Up Required

Based on your feedback and given the variation of approaches by unit, please note that we expect each unit to define and communicate their own process for staff/managers including any self-review requirements, calibration steps and due dates(s).


Due Date

Forms (online or paper) must be complete by August 31, 2018. Campus units may communicate an earlier deadline



Online Performance Tool

For help with the online form, refer to the Step by Step Guide or the Frequently Asked Questions


Performance Planning & Review form. (This is still the current downloadable paper form. No changes for FY17)

Sample Performance Planning & Review Form for Director of Finance and Strategic Planning
Sample Performance Planning & Review Form for Financial Analyst 3

For help with Goal Setting, use the Goal Planning Worksheet

For help with Development Planning, use the Individual Development Plan form

These forms can also be found on the Forms page.

Competencies continue to provide the underpinning of goal acheivement (although they are not rated on the Performance Planning and Review Form). Behavioral anchors for the ten core competencies are available for download as a PDF here: Behavioral Anchors Matrix (PDF).

Instructions for Represented Staff

For represented staff, supervisors and employees should use the current forms approved by their respective bargaining units. These forms may include:

Performance Review #1

This is a comprehensive appraisal which could be used for any classification, but would be very appropriate for professional, analytical, technical, and research staff classifications. This form was adapted by the Berkeley campus with the approval of the UC Irvine campus. This form should not be used for employees covered by the Teamsters 2010 contract (Clerical Unit).

Performance Review #2

This form has been available for a long time on the Berkeley campus. Its layout is simple; the reviewer can write in the duties that are being appraised, and then comment on the ratings.

Other Resources

If you have questions about the forms, please contact your Employee Relations Consultant.

You may also contact Employee Relations Customer Service at 642-7163 or via e-mail at