Step 1: Review/Analyze Your Time Usage Estimate the time (in hours) you use annually doing the following activities, categorized according to Boyer’s Model of Scholarship.
Step 2: Write Your Performance Criteria Use the following guide to define five performance criteria (PC) for yourself in the coming year: three for areas of ongoing responsibility and two for selected areas of growth.
First, make a general goal statement for the area, and identify 2-4 factors that reflect desired performance.
Finally, craft a performance criterion that defines the performance you desire this year.
Step 3: Assess Last Year’s Performance Assess your performance in the past year to stimulate thought for planning your future. For your new performance criteria, identify strengths in past performance and elements needing improvement. Also identify more general learning from the past year.
Step 4: Articulate Key Targeted Accomplishments Identify the most important accomplishments you achieved last year, accomplishments that are targeted by your performance criteria.
Identify and describe significance of two accomplishments for each performance area.
Step 5: Identify Key Activities for the Coming Year
Step 6: Allocate Time for Activities and Deadlines for Milestones Considering your analysis of last year’s accomplishments and of this year’s performance
criteria, identify activities that will enable you to achieve your performance criteria in the new year.
Estimate the time for each activity. For each important milestone (with a key deliverable), define its targeted date of completion.
Step 7: Create a Schedule of Activities and Milestones Important activities must be allocated to time periods during the year. Transfer each activity to your To Do list for the appropriate month and/or day.
Step 8: Assess Time Use (Monthly) At a predetermined interval (e.g., monthly), review your time use. Estimate the hours spent in the academic areas listed below, categorized according to Boyer’s Model of Scholarship.
Step 9: Assess Progress Against Your Plan (Monthly) Compare the progress you have achieved at this point in the year to that planned
Step 10: Update Your Plan (Monthly) Based on the assessment of your progress, modify your plan to add or remove actions or to adjust the scheduling of activities to support desired achievement. Make these changes on your calendar.
Step 11: Assess Achievements Relative to Performance Criteria (Annual) At the end of the year, for each performance criterion, assess your actual achievements.
Conduct the assessment for your own use with perspectives toward making improvements next year.
Identify strengths, areas for improvement, and insights.
Step 12: Write Annual Performance Report (Annual) After completing your personal assessment of your performance for the past year, write a carefully crafted report of your annual performance for submittal to your supervisor.
This report should effectively describe and explain impacts of your most important achievements with respect to key performance goals. Expound on your two greatest achievements and cite five others. The report should also document your activities for the year that contributed to other performance goals.
