[SHORTCODE_ELEMENTOR id="2049"]

Think of this framework as an annual calendar for your work goals and reviews. It's designed to create a regular rhythm of planning and conversation between you and your manager, ensuring you're always aligned and supported.

The framework has three main, repeating activities:

1. Goal Setting (GS): This is the planning phase. You and your manager agree on what you will achieve in the upcoming period. These are your key objectives.
2. Quarterly Self-Assessment (QSA) : This is a structured tool that helps you evaluate your performance against specific criteria in your Scorecard. Instead of writing paragraphs, you rate yourself on different areas using a consistent scale, then add comments to explain your ratings.
3. Quarterly Goals Review (QGR) : This is the check-in and evaluation phase. You and your manager discuss your progress on the goals, provide feedback, and talk about development.

The year is split into Quarters (Q1, Q2, Q3, Q4), and each quarter has specific deadlines for these activities.

Key to the Dates: "DD"

• "DD" stands for "Due Date." This is the deadline by when an activity must be completed.
• Example: "Q1 Goal Setting DD 31 Dec" means you must have your goals for Quarter 1 agreed upon and set by December 31st of the previous year.

How It Works: A Simple Walkthrough

Let's follow the cycle from the top of your attached document, assuming we are planning for the year 2026:

1. Q1 Goal Setting: 

Due Dec 31, 2025.What you do: Before the year even starts, you set your goals for January - March (Q1 2026).

1. Q1 QSA (Self Assessment): 

Due Feb 1-10, 2026.What you do: In early February, you do self assessment to evaluate your performance against specific criteria in your Scorecard in Q1.

1. Q1 QGR (Goal Review): 

Due Apr 1-10, 2026.What you do: In early April, you update your goals achievement and if possible conduct a review meeting to discuss your performance in Q1 against the goals you set.

And so on..

Those are the three main repeating activities quarterly.

There is one additional activity called Annual Performance Review Due Jan 1-21. This is a formal evaluation of an employee’s performance, based on Role Scorecard (outcomes & competencies), average achievement of quarterly goals, and discipline. It combines manager feedback, and in some cases peer input, to determine the final performance score.

Performance Checklist: What You Need to Do

1. Don't worry about memorizing all the dates. Your manager and the HR system will remind you.
2. Focus on the three key activities:
   1. Goal Setting: Be prepared to discuss your priorities and propose 1-3 goals & key results for the next quarter.
   2. QSA (Self Assessment) : Assess your performance against specific criteria in your Scorecard.
   3. QGR (Goal Review) : Come ready to talk about your achievements, challenges, and what support you need.
3. Always check the specific due date (DD) for your next activity. Circle it on your calendar.
4. Ask your manager: "Can we walk through how the goal-setting and review cycle works for our team this year?" This will clarify any OXO-specific patterns.

In short: This framework is there to ensure you have regular, structured conversations about your work. It’s not about surprise evaluations, but about continuous planning and feedback to help you succeed.

We will explore each activity of the Performance Management Cycle in detail throughout the upcoming lessons.