How to Create an Employee Work Plan

An employee work plan has two primary functions and can benefit both employees and employers. The first function is to serve as a description of expectations. Serving somewhat as a contract of employee duties, the employer can use this not only to clearly express the responsibilities of the employee but also evaluate and keep track of his or her performance. Conversely, the work plan can be created and used by the employee to keep track of and show the employer his accomplishments, improvements or general ability and work history in order to advance in the job.

Create an "Employee Information" section and list all data pertaining to the employee's relation to the company, including full name, position title, date of hire and any other identification information necessary, such as Social Security numbers or employee identification numbers.

Create the "Position Description" section of the work plan. Type a brief summary of the position responsibilities, general tasks to be carried out, and goals. If the position is in the IT field, type descriptions such as "maintain web content and format" or "optimize database access." Also write about the environment in which the employee will function, such as "on site maintenance" or "client residence service calls."

Type the "Primary Job Functions" or "Duties" section. List more specifically the actions, techniques, and/or services carried out on a daily, weekly, or monthly basis. Begin with the most common and frequent task that the employee will spend time doing. Include the estimated percentage of total working time this particular task with take up as well as any other information associated with the function, such as location or department. Below the title of the task, list specific details about what needs to be done to carry out the task, including materials, resources, or tools used and colleagues involved. Continue to list each task in order of importance or percentage of total work time.

Create the "Qualifications" section and mention general abilities and accomplishments associated with the type of position as well as education and work experience history. Any required licenses, certifications or memberships can also be listed.

Type the "Evaluation" or "Performance Review" section of the work plan. If you are the employer, you will rate the quality of the employee's work in this section. List each position task title and create an evaluation scale, such as "Below Expectations, Meets Expectations, or Exceeds Expectations." If you are the employee, list specific details about how you accomplished each goal associated with the position.

Type a standard signature form at the end of the document, including "Date of Review," "Employee Name," "Supervisor" or "Reviewer Name," and "Signature." Each of these will be filled out by the appropriate party each time the review or evaluation cycle comes.


  • Each employee work plan will be very specific to the position and therefore may vary greatly in length and detail.