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STEP Define Criteria: Goals and competencies are due May 31

As one performance year ends, we shift our focus to the next: It’s time to Define Criteria for the 2024-25 performance year, which began on April 1. It is important to set performance expectations as early in the year as possible to ensure you and your manager are on the same page. May 31 is the deadline for entering goals and selecting competencies.

In the Define Criteria phase, you need to:

  • Discuss your goals with your manager and capture new and continuing goals in the ePerformance system
  • Select competencies from the predefined UC core competencies
  • Let your manager know when you’ve completed these and are ready for their review and approval
  • Refer to the list of training and resources below for information and help completing these action items

Remember, STEP is an iterative process in which goals may extend beyond a single performance year, and new goals and competencies can be added throughout the year. Creating goals that are specific, measurable, attainable, relevant and time-bound (SMART goals) can greatly improve your chances of success.

The 2024/2025 Performance Year at a glance

Performance Year – April 1, 2024, through March 31, 2025

Stages of STEP performance cycle

Live training

All listings reflect Pacific Time.

Drop-in STEP office hours
No pre-registration needed; join via Zoom: 

  • April 26, 9 – 10 a.m.
  • May 10, 10 – 11 a.m.
  • May 17, 9 – 10 a.m.

UCOP STEP Training: Define Criteria
May 1, 11 a.m. – 12 p.m.
In this instructor-led STEP training, we will expand on the materials presented in the STEP Fundamentals for Employees eCourse by going into detail on the first stage of STEP, called Define Criteria. You will practice writing goals and review strategies for choosing focus competencies.

GROWing Your Check-In Conversations for Managers
May 2, 10 a.m. – 12 p.m.
GROW is a popular coaching framework used worldwide for problem-solving, goal-setting and performance improvement. This interactive session allows managers to discuss and practice using the GROW framework as a strategy and tool to support engaging STEP checkpoint conversations. GROW is a simple meeting structure that supports a growth and development stance in employee-manager coaching and feedback conversations. The ecourse “GROWing your Checkpoint Conversations must be taken before this class.”

GROW Plus: Accountability Conversations for Managers
May 9, 9:30 a.m. – 12 p.m.
In the second part of our live, virtual and highly interactive training series on manager and employee performance conversations, we will focus on what to do if your coaching is not improving performance. We’ll cover providing productive critical feedback, managing emotions, creating efficient documentation and holding effective accountability conversations. You will also practice having accountability conversations using the UCOP GROW Plus framework. Previous STEP trainings are all prerequisites to this course.

Online STEP resources

UCOP STEP Training for Employees: Watch the Define Criteria sections, 2.4-2.6. (This is the compilation of videos from the year one training where you can self-select any section to watch.)

Tips on entering goals in ePerformance:

Support for choosing competencies: Read about UCOP Core Competencies and explore the UC Core Competency Development Guide (PDF) to learn about the behavioral anchors and competency definitions, as well as to find ideas for personal and professional development.

Questions? Contact your HR business partner or

You can also Download the STEP Guidebook for step-by-step instructions. Additional resources are available on the STEP website.

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