Building Up and Coaching Your Community College Advancement Team-Tool 5

Tool 5 – Year- End Review Template

Pdf Summary

The CCA Foundation FY 2026 Year-End Review template is a structured tool for assessing an employee's performance and development over the period from July 1, 2025, to June 30, 2026. It captures key elements including successes, challenges, manager support, strategic goals, and professional development.<br /><br />Top sections include:<br /><br />1. Successes & Challenges: Employees list their two main achievements for the year and up to two challenges they faced, offering insight into performance highlights and obstacles.<br /><br />2. Manager Support (2x2): Employees identify two ways their manager has helped them meet professional goals and suggest two areas where additional managerial support would be beneficial.<br /><br />3. Strategic Priorities & Performance Goals: This section tracks progress on key college pillars with weighted goals such as Community Excellence (50% of evaluation), Student Excellence, and Belonging Excellence. Specific fundraising targets include securing $1.5 million in private fundraising, increasing scholarship funds ($75,000), emergency assistance ($100,000), endowed scholarships ($150,000), and employee donor engagement growth (adding 25 new donors and increasing Colorado Gives Day participation by 15% with a $75,000 goal). Progress status is updated as On-Track, Making Progress, or Off-Track during the year, and Achieved or Not Achieved at year-end.<br /><br />4. Professional Development Goals: Status is tracked similarly, with space to provide evidence of achievement and plans or considerations for the coming year.<br /><br />The form concludes with signature lines for both team member and manager to confirm review and discussion, including manager notes and agreed next steps. This comprehensive review process facilitates goal accountability, documents fundraising and engagement outcomes, addresses development needs, and supports continuous improvement aligned with institutional priorities.

Keywords

CCA Foundation

FY 2026

Year-End Review

Employee Performance

Professional Development

Manager Support

Strategic Goals

Fundraising Targets

Goal Tracking

Continuous Improvement