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Classified & University Staff: Mid-Year Coaching Session

Owned by Stephen Lewis
Last updated: Mar 04, 2024 by Vidushi Goyal

The Classified & University Staff Mid-Year Coaching Session task allows you to:

  • Complete a checklist confirming review of the performance plan has taken place

  • Sign-off to acknowledge the performance plan and the progress made thus far

This coaching session task is a 2 step process that begins with the supervisor. The coaching session task steps are the same for all CU Boulder employees.

In the previous cycle, the plan was viewable within the Coaching task. This cycle, the performance plan must be viewed via the Performance Planning Tile. Please ensure that you are reviewing the performance plan before beginning the task. Access your current plan by selecting the Performance Planning Tile on the homepage. Visit the Editing Goals Guide for a refresher on how to modify your goals and Add Comments to Goals in the performance plan

Table of Contents

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At the beginning of each cycle, the supervisor will see a new task in the Tasks (Action Required) section on the homepage. The supervisor will complete the first step of the task:

Step 1: Supervisor Coaching Session Review

  1. From the homepage, select the coaching session task for your employee. It should be titled “[2020-2021] University Staff (or Classified Staff) Mid-Year Coaching Session for [Employee Name].”

  2. On the overview screen, read the directions and click “Get Started.”

  3. The Supervisor Coaching Session Checklist page ensures that a plan has been created and a 1-on-1 discussion has occurred. Check the boxes for the following items:

    1. Discuss updates to goals, job duties, and competencies with your employee

    2. Review alignment of your employee’s plan to department objectives

    3. Review and update performance plan progress and comments

      1. View how to add comments to goals here

  4. Click Save and Continue.

  5. On the Supervisor Sign-Off page, provide your signature and click Sign.

  6. Click Submit when you are ready to send the coaching session task to the employee.

  7. A confirmation page will display. The coaching session task has now been sent to the employee to review and acknowledge.

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Step 2: Employee Coaching Session Review

  1. From the homepage, select the coaching session task. It should be titled “Your [2020-2021] Mid-Year Coaching Session.”

  2. On the overview screen, read the directions and click “Get Started.”

  3. The Employee Coaching Session Checklist page ensures that a plan has been created and a 1-on-1 discussion has occurred. Check the boxes for the following items:

    1. Discuss updates to goals, job duties, and competencies with your supervisor

    2. Review alignment to your supervisor/department objectives

    3. Review and update your performance plan progress and comments

      1. View how to add comments to goals here

  4. Click Save and Continue.

  5. On the Employee Acknowledgment page, provide your signature and click Sign.

  6. Click Submit when you are ready to finalize the coaching session task.

  7. A confirmation page will display. The coaching session task is now complete, and both yourself and your supervisor will receive a notification regarding completion.