Step 2: Mid-Year Check-In
The Mid-Year Check-In ensures that individuals are on target and keeps all participants engaged in the process. It also ensures that supervisors and staff members meet at least once each year to check-in and have a conversation regarding progress towards goals, any challenges or concerns, things that are going well, etc. The Mid-Year Check-In is the only conversation, besides beginning of the year and end-of-year that is required. However, staff members are encouraged to meet more frequently and as needed with their supervisor throughout the year.
The Mid-Year Check-In is important as it allows supervisors to more easily monitor employee performance and progress and gives an opportunity to share observations, re-iterate expectations and update goals if necessary. It also gives the employee the opportunity to share updates and hear from their supervisor their views on how they're performing and discuss expectations.
Use the conversation tracker to document notes from performance management conversations throughout the year.
Training Resources and Materials
- Conversation Tracker (word doc)
In order to conduct the Mid-Year Check-In, the following occurs:
- The employee schedules an appointment with the supervisor and provides an update of goal performance to that point.
- The employee and supervisor discuss overall performance and review goals; if necessary, adjustments can be made to goals. No formal evaluation or ratings are needed for this conversation
- Both the employee and supervisor document notes from the conversation.