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5 steps to prepare for your STEP checkpoint conversation

It’s time to prepare for your first STEP checkpoint conversation! The purpose of the checkpoint is to promote open dialogue in a two-way conversation between managers and employees, focused on performance expectations, accomplishments and collaboration.

Whether you’re an individual contributor or a manager, take these steps to prepare for a meaningful conversation.

1. Complete the required training.

If you need extra help, register for an optional live training or drop by virtual office hours to chat with an expert. (More details about required and optional training are provided below.)

2. Update progress on your goals and competencies in ePerformance.*

Remember, STEP is flexible! You can comment on your goals, explain how you are using competencies for development or share an accomplishment you are particularly proud of — you are the driver of this process.

3. Answer the four feedback questions in ePerformance.

The emphasis of your checkpoint conversation will be on the following four discussion areas, so be thoughtful in your comments:

  • Fulfilling Accomplishments – Your most fulfilling and other key accomplishments
  • Improvement Areas – Areas of focus and steps to take to bolster your performance
  • Resource Needs – Information, knowledge, skills and resources you need to master your job, accomplish goals and/or develop professionally
  • Manager Accountability – What your manager can do to help you be successful (Stop, Start or Continue)

4. Share your thoughts with your manager.

When you’re ready, simply click the Share with Manager button in the top right-hand corner of ePerformance.

5. Prepare for your conversation.

Ensure that your checkpoint meeting is on the calendar in advance of the February 26 due date (allow 45 minutes to one hour for the conversation), and prepare yourself to give and receive feedback.

For the FY20/21 performance cycle, this is the one checkpoint before the finalize criteria checkpoint in April 2021, which will be followed by the final manager evaluation, discussion and sign-off due in June 2021.

*Please note that if a manager has not approved the define criteria stage for an employee(s), that employee(s) will not be able to complete the checkpoint stage of the process.

Training and resources

Required self-paced training is available through the UC Learning Center:

Optional live training

Please note that employees are required to complete all required self-paced courses before attending the following optional support sessions:

  • Instructor-led training for managers and employees: Live sessions will expand on the materials presented in the required online courses. Participants will go deeper into preparing, giving and receiving feedback, and engaging in a two-way dialog. Multiple dates are available for employee classes and manager classes.
  • Coaching Lab for managers: This interactive Coaching Lab session for managers and supervisors provides an opportunity to practice strategies for giving feedback with a coaching lens. Come with a real-life example to practice with your peers.
  • Drop-in office hours: STEP office hours will take place every Friday in February from 9-10:30 a.m. (PT). No registration is required. Join via this Zoom link.

Key Dates

Date Activity Description
Available now Required on-demand training available in the UC Learning Center Employees and managers participate in self-paced, on-demand video trainings – two for employees; four for managers – ranging from 5 to 20 minutes each.
Jan. 27 – Feb. 26 Optional live virtual training Managers and employees may attend an optional 90-minute live interactive training session to deepen their understanding of how to prepare for and engage in the checkpoint by giving and receiving feedback in a two-way dialog.
Every Friday in February Drop-in office hours STEP office hours will be held from 9:00-10:30 every Friday via Zoom. No registration required.
February 26 Checkpoints complete Managers and employees have completed the conversation and managers have approved the checkpoint.

Additional information is available on the STEP website. For questions regarding your goals and appraisal process, please contact your manager or UCOP Human Resources business partner.

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