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FY 2026 Performance Appraisal Progress Reviews

DATE: Thursday, February 19, 2026


FY 2026 Progress Review Requirements

The FY 2026 performance appraisal period requires a minimum of three progress reviews. During the performance period, supervisors and employees should discuss:

  • Where the employee meets or exceeds expectations.
  • How the employee can continue to grow.
  • Where the employee is failing to meet expectations (if applicable).

Progress Review – Formal discussion between the rating official and the employee to review the employee’s progress and communicate performance on critical elements as compared to the established performance standards; to make any recommended revisions to the performance plan; and to consider/identify any developmental needs or performance improvement required.


Progress Review Schedule

To ensure meaningful and timely performance conversations, all employees and supervisors should plan accordingly.

Initial Review: Goal Setting & Alignment

  • Due: March 15, 2026
  • Confirm performance goals and expectations, align priorities, and clarify success measures.

Mid-Year: Progress Review

  • Due: May 15, 2026
  • Review progress towards goals, identify any challenges, and adjust the plan as needed.

Third Review: Pre-Year-End Wrap-Up

  • Due: July 15, 2026
  • Discuss final progress, prepare for year-end evaluations, and capture accomplishments and lessons learned.

Documenting Progress Reviews

Non-USA Performance users should document the progress reviews via email and submit all three emails with the final performance appraisal. For USA Performance users, please follow these instructions:

Initial and Third Reviews:

The initial and third reviews can be documented in the Notes section (upper banner) of the Performance Plan page.

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Performance Plan page in USA Performance with a red box around the "Notes" menu option.

Mid-Year Progress Review

The mid-year progress review should be documented in the Progress Review Notes, located in the Performance Plan under Part 2: Progress Review.

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Part 2: Progress Review section on the Performance Plan page in USA Performance. A box is around the "Progress Review Notes" button.

Important Reminders

  • Avoid last-minute conflicts by scheduling all three sessions in advance (use calendar invites with clear agendas to keep everyone on track).
  • Schedule 30-60 minutes to ensure readiness and open conversations.
  • Employees should bring examples of work, training, and accomplishments.
  • Document all three meetings.

Resources:

Questions:

 

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