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Performance Evaluation and Planning is a key process for Duke. Its purpose is
to ensure employees receive candid performance information for the year and
clear goals and development plans for the coming year. Evaluations will be used
in making pay increase decisions and other personnel decisions. This web site provides managers and
supervisors with guidelines for the annual process and instructions for completion of the Performance Evaluation and Planning Form.
The PEP form has two sections on two pages with expandable text sections.
Section 1: Evaluation of Performance for Past Year.
1A: Role Responsibilities
Responsibilities are based on what is included in the job description and other duties as assigned
- The evaluation is based on the extent to which the employee satisfactorily performed the regular duties of the job
1B: Individual Goals
Individual goals should be based on, and linked to, the needs and direction of the department.
- Goals are established and agreed upon by manager and employee at the beginning of the performance year and should be expressed as measurable actions and results
- The evaluation is based on the level of achievement of goals
1C: Behaviors
Behaviors are the "how" an individual acted in performing responsibilities and achieving goals. Behaviors:
- Measure and focus on how the work gets done, not just what gets done
- Includes, but not limited to, the behaviors listed in the
Duke Behavior Guidelines
1D: Overall Evaluation
Provides an overall evaluation of how an individual performed based on the results of his/her role responsibilities, individual goals and behaviors. The overall evaluation should be:
- Supported by the appropriate documentation or comments
- Reviewed with the employee after approval of the managers manager
Section 2: Planning for the Coming Year
2A: Goals for Coming Year
This section lists the category of goals for the individual and a description of the goal and measures or targets.
- Goals may be activities to complete that are outside the regular job responsibilities, i.e. complete a special project
- Goals may also be specific measurable targets (i.e., achieve a percentage reduction in budget, or improve quality by a certain amount)
- See suggested list of
Performance Planning Action Words.
2B: Development Plan
Identifies the skill or behavior improvement areas and individual needs to perform in their current job or prepare for a future job. The development plan:
- Is established and agreed upon by manager and employee at the end of the performance year
- Describes the development needed and how the individual will develop (i.e., through training, special assignment, coaching, practice, etc.)
- A list of possible activities can be found at
Suggested Professional Development Activities
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