Individual Annual Planning

Purpose

This meeting is both a review of performance in the last year, holistically what was achieved and how the employee contributed to the DORIS community. It is a retrospective look back at the previous year and then a prospective planning for the following year.

Duration = 1 hour

In Person 

Pre-Meeting Preparation

Employee and supervisor should:

• Reflect on the year’s

• achievements, accomplishments

• Contributions to client projects

• DORIS business

• DORIS community

• The team

• The culture + vibe

• Challenges or works in progress/ areas for improvement

• Think about 3 professional development goals

• These can be ways to amplify the achievements/good things or improve upon a deficiency

Meeting Agenda

1. Reflection

1. Each person talks about 

1. wins, accomplishments and achievements

2. Opportunities and challenges

2. Planning

1. Employee presents three options

2. Supervisor asks questions

3. They mutually agree on one - then refine 

4. Plan the goal and when it is good and done.

Post- Meeting

Deadline = 1 week

Supervisor

• Sends formal summary to the DLT with the employee cc’d.

• Request that everyone confirms receipt and employee should confirm that this is what was agreed upon in the meeting

Employee

• Works out the details of the PD goal for first check-in meeting

• Enters the details and milestones into Ninety.io on their team as a personal development rock