Modern PA Template

Author(s): Lori Kantymir, Carissa Palmer

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It is important to clearly define expectations, set meaningful goals, and guide employees to improve performance. Use the Modern PA Template to:

  • Set expectations using core competencies.
  • Develop SMART goals and action plans.
  • Update progress with self- and manager assessments.

Use this template to document important check-in meeting information whether using traditional, modern, or Agile performance management frameworks.

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