Refocus of Purpose

The primary purpose of a collaborative review is for the staff member and their direct supervisor to reflect on previous goals and set objectives for the upcoming year.

The primary goal is to focus on the ongoing development of the staff member and for the supervisor to play an active role in this journey.

Review timelines

Review Session

Reminders Sent

Period to Conduct the Review

Goal Setting Period



May 1-June 30

July 1 of current year until June 30 of the upcoming year


Late October

Nov. 15-Jan. 15

Review/update the goals defined in the spring review