Human Resources and Equal Opportunity and Outreach

Performance Management

The Performance Planning & Evaluation Program provides a valuable opportunity for staff and its managers to interact and focus on planning for the future, setting goals and clarifying expectations as well as conducting mentoring and professional development discussions.

The performance evaluation cycle for staff begins each year in April. Our goal is to ensure that all employees are provided with comprehensive feedback on their performance. We will be offering training opportunities for both managers and staff that help inform them on the Performance Management Program process, how to create goals, and helpful guidelines on preparing for and conducting the performance evaluation discussion.

Training programs will be available for managers and staff from January 20, 2016 through March 9, 2016. The schedule of workshops and registration information can be found on the Workplace Learning and Development website.

In order to support an effective performance evaluation process, forms can be found below in printable Word.doc versions for your convenience. You can edit and save these forms without any special software required. The UMass Lowell Performance Management Reference Guide is available in pdf format.

We are committed to ensuring this process is successful for our staff and managers. If you have questions or need additional support, please feel free to contact Lee Ann Alden at 978-934-3458 or

2016 Performance Planning and Evaluation Program Timeline

Action Items Dates
Performance Management Workshops January 20 - March 9
Performance Planning & Evaluation Forms and resources are available on HR/EOO website Available Now
Staff: Begin to prepare Self-Evaluation. May submit to supervisor in advance of the performance discussion or bring to performance meeting. March 21
Managers: Begin to draft Performance Planning and Evaluation. Finalize after performance discussion. March 21
Supervisor begins to schedule performance evaluation discussion with each employee. March 21 - May 6
  1. Supervisor and employee have performance evaluation discussion and sign the evaluation. Employee has the option to submit their Self-Evaluation with Performance Planning & Evaluation.
  2. Copy of Performance Planning & Evaluation provided to employee.
  3. Employee has up to 30 days from performance discussion to submit rebuttal. Rebuttal should be attached to evaluation.
March 26 - May 6
Performance Planning & Evaluations signed by Department Head. May 16 - May 27
Completed evaluations are returned to HR/EOO to be reviewed and included in employee file. May 31