Individual Performance Plan

Individual Targets and Job Accountabilities Assessment

Name Date Target Set

Role Profile and Date of Interims/

reference Mid Year Review

Personnel Date of End of Year

Number Review

Grade Line Manager

The following descriptors will be used in making an assessment:

Exceptional Performance Achieved Expectations Improvement Required

The employee’s performance is exceptional The employee consistently meets job The employee has not met a number of
against most or all job accountabilities and accountabilities and role requirements, objectives and/or delivered job
objectives and role requirements were objectives and expectations for quality and accountabilities and/or performance
exceeded. The employee is proactive in output, dealing effectively with expected frequently fell below role
advocating and implementing improved issues in the course of the year. requirements. Performance is demonstrably
ways of working, provides significant Performance is in line with that of most below that of most employees.
support to others beyond the normal other employees.
requirements of their role and makes an
innovative contribution to the provision of
services. Performance demonstrably
exceeds that of most employees and the
requirements of the job.

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IPP Individual Targets 020206
 SMART
S=Specific; M=Measurable; A=Achievable; R=Relevant; T=Time-bound

What does the jobholder need to achieve in the How will the target be measured: (please be specific Assessment:
coming 12 months (the targets)? How does this about what evidence and success criteria will be used)
support the School Improvement Plan:

Please comment on achievement against targets at interims/mid Please comment on achievement against targets at year end
year review (please refer to specific measures on the previous page) review (please refer to specific measures on the previous page)

1 Interim 1 comments:

Interim 2 comments (if set):

2 Interim 1 comments:

Interim 2 comments (if set):

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IPP Individual Targets 020206
3 Interim 1 comments:

Interim 2 comments (if set):

Assessment Area - Job Accountabilities Evidence and Manager’s Comments in relation Assessment
Manager to identify standards that the individual is to areas identified in the job accountabilities
expected to deliver in relation to key responsibilities column
of the post as taken from the role profile.

EXAMPLE (taken from Administrative Officer

Role Profile):

Administration / Finance support:

• Produce original and complex correspondence

• Support the Headteacher in preparation,
management and monitoring of the budget
• Make financial recommendations on supply of
resources and services
• Maintain and access information systems to
prepare financial forecasts and standard
financial

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IPP Individual Targets 020206
1.

2.

3.

4.

5.

Training and Development Need Action to be taken (method, Timescale and

responsibility) Priority

1.

2.

3.

4.

Other Matters Discussed Notes

1.

2.

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IPP Individual Targets 020206
3.

4.

Manager’s Comments
Comments at interim 1:

Comments at interim 2 (if set):

Comments at end of year review:

Employee’s Comments
Comments at interim 1:

Comments at interim 2 (if set):

Comments at end of year review:

Overall Performance Rating for

the year:

Exceptional Performance 
Achieved Expectations 
Improvement Required 

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IPP Individual Targets 020206
Signed (Manager) Date

Signed (Job Holder) Date

Achievement Reviewed Date

by: (Headteacher)

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IPP Individual Targets 020206