California Performance Management & Employee Development Toolkit
Build stronger performance, develop employees, and give managers practical tools to lead with confidence.
The California Performance Management & Employee Development Toolkit provides employers and managers with ready-to-use resources for setting expectations, conducting performance reviews, coaching employees, documenting performance concerns, supporting development, and managing improvement consistently. It also includes ongoing HR consultation support to help employers address policy questions and incorporate applicable employment-law updates as needed.
What’s Included:
30-, 60- & 90-Day Employee Reviews
Annual, Mid-Year & Quarterly Performance Reviews
Employee Self-Assessment
Performance Rating & Calibration Tools
Core Competency Evaluation
SMART Goal Builder & Goal-Setting Worksheets
Individual Employee Development Plan
Career Development Conversation Guide
Training Needs Assessment
One-on-One Meeting Template
Coaching Conversation & Documentation Forms
Performance Concern Assessment
Performance Improvement Plan (PIP)
Weekly PIP Check-In & Completion Assessment
Objective Performance Documentation Guide
Manager Feedback & Difficult Conversation Guides
Performance vs. Conduct Decision Guide
Attendance, Leave & Accommodation Review Tools
Anti-Retaliation Performance Review Checklist
Remote Employee Performance Review
Supervisor Leadership Evaluation
Manager Effectiveness Self-Assessment
Promotion Readiness Assessment
Succession & High-Potential Employee Planning
Recognition Planning Tools
Performance Review Follow-Up Tracker
Performance Metrics & Goal Alignment Tools
Performance Review Consistency Audit
Annual Performance Management Calendar
Manager Review Timeline
California Compliance & HR Review Checklists
Employment Counsel Referral Guide
Additional manager tools, worksheets and documentation resources
Designed for California employers that want a more structured, consistent and defensible approach to employee performance and development, from onboarding through ongoing coaching, formal reviews and performance improvement.
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HR Made Clear resources are provided for informational and educational purposes and are not legal advice. Employment laws and individual circumstances may change. Employers should consult qualified legal counsel regarding specific situations.
