Career Conversations Checklist Step-by-Step Guide: for Staff | for Supervisors
Career Conversations will take place August through October in 2026 with specific actions needed each month in EDGE Learning:
- Aug. 3-31: Staff conduct self-reflection by completing each Career Conversations section.
- Sept. 1-30: Supervisors review staff entries, including performance ratings, and enter comments.
- Oct. 5-30: Supervisors meet with staff to discuss and align entries before their Career Conversations submission.
Start taking notes for each step of the process using the Career Conversation Process Worksheet.
Year-in Review: Goals and Accomplishments
Reflect on your performance during the past fiscal year, July 1, 2025-June 30, 2026. Evaluate the progress made toward your goals, identify any challenges faced, and emphasize the key achievements throughout the year.
Overall Performance
Select a rating that best reflects your performance this past fiscal year, July 1, 2025-June 30, 2026. Provide detailed evaluation comments to help your supervisor understand the reasoning behind your chosen rating.
Set SMART Goals for a Successful Year Ahead
Share at least three goals you will work toward in the year ahead. These goals should be aligned with your specific role, team initiatives, and the university's strategic imperatives.
Growth & Development Plan
Craft a detailed growth and development plan for the upcoming 12 months, focusing on the strengths you wish to enhance and the areas you aim to improve. Clearly outline specific, actionable steps to achieve these objectives.
October 1:1
Supervisors should schedule dedicated 1:1 discussions to encourage open dialogue. During this conversation, you and your supervisor will:
- Review performance evaluations
- Discuss individual accomplishments
- Address differing perspectives and feedback
- Align on future expectations
- Explore development opportunities