Annual employee performance plan

Employee-Owner Information

Name:

Manager:

Job Title:

Department:

About This Performance Plan

Date Completed:
Planning Period:

to:

Achieve CASH FLOW and Build for Next Year!

Strategic Goals
Accomplish Business Plan
Achieve operating income and cash flow plan
Deliver projects on vision, on time and within budget
Delight Customers
Propel the Customer Experience from process to practice
First Time Quality and Quality / Risk Management Initiatives
Engage Employee-owners
Elevate Principles of Ownership to daily practice
Develop a true Mindset of Leadership, starting with S + R = O

Employee Evaluation Sample Forms Package Annual employee performance plan

 Celebrate success and have more fun!

Build for Next Year!

Continuously improve your knowledge, skills and abilities with regard to the company Core Competencies
Create alternatives to secure land holdings
Deliver projects on vision, on time and within budget
Achieve balance in performance, innovation and mission in all departments!
Align Your Objectives with Company Goals and Your Teams Objectives
Your efforts are critical to helping Achieve CASH FLOW and Build for Success Next Year! Each of your
objectives should connect as directly as possible to the companys goals, as well as your teams objectives,
which you should discuss with your manager.
Make Your Objectives SMART
Specific - Clearly define the outcome that you want to achieve.
Measurable - Specify how you will measure/track progress and completion.
Achievable - You should raise the bar, yet be able to reach the objective.
Realistic - Consider available resources (time, $, people, etc.).
Time sensitive - Set a due date for achievement of each objective.
How Will Success Be Measured and/or Tracked?
Success should be clearly defined in each area with agreed upon metrics and/or measureable targets that can
be tracked for both progress and completion. Indicate clearly how you will measure success for each objective.

Instructions: Core Objectives - The What - Weight 70%

Your core objectives should contribute to the companys achievement of the operating income plan by ensuring
CASH FLOW objectives are met as follows:
Close each home in each community - on time
Aggressively renegotiate land deals and accelerate projects
Sell to build the backlog now
Help each other - were a team
Foster outstanding financing relationships
Lay low on spending - act like every dollar is yours because it is!
Over-achieve plans - business, financial, phasing & project
Wow! Customers - internal and external
PLEASE NOTE: You no longer need to specify the category (core) in the title.
Number of Core Objectives = 2 or 3. You do not need to use all the boxes.

Employee Evaluation Sample Forms Package Annual employee performance plan

Core Objectives
Core objective title:
Detailed description:
Due:

How will success be measured and/or tracked?

Instructions: Special Objectives - The How - Weight 15%

Your special objectives should be behavioral and qualitative in nature and should be directly related to Companys Principles of
Ownership, below. The intent is to elevate these principles to daily practice.

Principles of Ownership
We have adopted these principles to continually build and renew a culture of accountability and ownership.
We are all ONE COMPANY
We Trust in Positive Intentions - and we cant stand finger pointing
We Communicate, Not Triangulate - we address problems and conflict directly by going straight to the source
We Hold Ourselves and Each Other Accountable - we honor our commitments and do what we say were going to do
We Practice Team Together, Team Apart - we encourage open, healthy debate and once a decision is made we support it
when were together and even more importantly, when were not
We Lead (and Follow) By Example - actions speak louder than words
We Operate with Speed and Agility - we hate bureaucracy and red tape
We View Feedback as a Gift We Delight our Customers and Each Other
We Encourage Each Other to Ask the Tough Questions
PLEASE NOTE:
You no longer need to specify the category (special) in the title. Number of Special Objectives = 1 or 2. You do not need to
use all the boxes.

Employee Evaluation Sample Forms Package Annual employee performance plan

Special Objectives
Special Objective Title:
Detailed description:
Due:

How will success be measured and/or tracked?

Instructions: Development Objectives - Raise the Bar on Yourself - Weight 15%

To continuously improve the company, we must continuously improve our knowledge, skills and abilities with regard to our Core
Competencies. This is your opportunity to raise the bar on yourself in at least one area!
Read through our Core Competencies below.
Use the space provided below the core competencies to create 1 or 2 development objectives for yourself.
PLEASE NOTE: You no longer need to specify the category (special) in the title.
Number of Special Objectives = 1 or 2. You do not need to use all the boxes.

Select One or Two of the Following Core Competencies as Development Objectives

Mission Aligned: Understands and personally connects to the company mission. Supports the organizations strategic plan
and ensures business practices are consistent with the mission. Sees beyond today; talks about possibilities; is optimistic.
Integrity: Is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and
helpful manner. Demonstrates a sense of responsibility and commitment to the public perception of the organization. Responds
well to feedback and admits to mistakes.
Trust: Builds trust by communicating openly with other team members and following through on commitments. Keeps
confidences; admits mistakes; doesnt misrepresent him/herself for personal gain.
Accountability: Can be relied upon to handle a fair workload, meet deadlines and commitments, and accept responsibility for
actions. Demonstrates the ability to work independently.
Business Acumen: Street Smarts - Knows how businesses and organizations work; knowledgeable in current and possible
future policies, practices, trends and information affecting his/her business and organization; knows the competition and is
aware of how strategies and tactics work in the marketplace.
Process/Organization Management: Good at figuring out the processes necessary to get things done; knows how to organize
people and activities; understands how to separate and combine tasks into efficient work flow; knows what to measure and how

Employee Evaluation Sample Forms Package Annual employee performance plan

to measure it; can see opportunities for synergy and integration where others cant; can simplify complex processes; get more
out of fewer resources.

Effective Communication Skills (Oral & Written): Conducts or contributes to effective meetings, seeks and accepts
feedback, listens well, shows respect, and is sensitive to others viewpoints. Verbal skills: asks good questions; can present
ideas and express the companys mission; disseminates information clearly and concisely. Is able to write clearly and succinctly
in a variety of communication settings and styles; can get messages across that have the desired effect.
Adaptability/Agility: Accepts changes and responds to setbacks positively and with minimal disruption. Able to take on a
variety of different tasks and roles within the organization. Learns quickly when facing new problems; experiments and will try
anything to find solutions; enjoys the challenge of unfamiliar tasks.
Teamwork/Collaboration: Builds rapport with a variety of people and develops alliances to work together towards common
goals - is even tempered, generally tactful, and appropriately assertive. Coordinates with and informs colleagues of plans and
actions, follows through on commitments, and accepts personal accountability for results. Exchanges ideas and contributes
skills that complement those of the other team members.

Development Objectives
Development objective title:
Due:

Steps you will take to achieve the objective:

Signatures
Employee:
Direct Manager:

Employee Evaluation Sample Forms Package Annual employee performance plan

Date:

Date:

Employee Evaluation Sample Forms Package Annual employee performance plan

Employee Evaluation Sample Forms Package Annual employee performance plan