Performance Planning Card

Use a Performance Planning Card 2016 template to make your document workflow more streamlined.

What the Performance Planning Card does

A Performance Planning Card records a person’s performance objectives, review criteria, progress, and acknowledgments in one structured document. It is useful for managers, employees, contractors, or project teams that need a consistent evaluation record rather than informal notes. With signNow, upload the card, review or add fillable fields, assign signers, and send it electronically. Each signer completes the required fields and signs, while signNow records the signing activity and produces a completed document with an audit trail. Retention and legal treatment depend on the underlying employment or business relationship and applicable state law.

Human resources

Human resources teams use Performance Planning Cards to standardize review periods, goals, ratings, development actions, and employee acknowledgments. signNow templates help preserve consistent fields, while role-based routing sends the card to the manager and employee in the required order. The completed document and audit trail support organized personnel records.

Managers and employees

Managers, project leads, and employees use the card to document expectations and review outcomes for a defined period. A signNow workflow can collect separate approvals, signatures, and dates without circulating paper copies, helping teams keep the signed evaluation connected to its final criteria and acknowledgment.

Business types that benefit most

Performance Planning Cards are most useful when multiple people must review the same criteria, acknowledge outcomes, and preserve an accountable record.

A solo consultant can use the card to document client-project objectives, milestone feedback, and final acknowledgment without maintaining separate paper review files.
A growing U.S. employer can use reusable cards for manager-led reviews, routing each employee’s goals, ratings, development actions, and acknowledgment through a consistent signNow workflow.
An enterprise HR department can connect controlled templates, delegated sending, audit trails, and storage integrations to manage performance records across departments while preserving approved document versions.

Complete the Performance Planning Card online

Use this sequence to prepare, route, sign, and preserve a Performance Planning Card in signNow.

Upload card:
Upload the approved Performance Planning Card.
Check fields:
Review detected fields and add missing inputs.
Assign signers:
Assign managers and employees as signers.
Send document:
Send the card through signNow.
Archive result:
Collect signatures and download the completed record.

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Setting	Recommendation
Authentication method	Email verification with SMS OTP
Signature type	Electronic signature with completion certificate
Audit trail	Export with every completed card
Document retention	Follow employment and state policy
Encryption	AES-256 at rest and TLS 1.2/1.3

Authenticate signer:

Confirm signer identity before the employee opens the card.

Capture timestamp:

Record the exact time each participant views or signs.

Hash document:

Associate the completed card with its document hash.

Seal record:

Seal the signed record against unnoticed content changes.

Log activity:

Preserve signer actions and field completion history.

Retrieve evidence:

Export the audit trail with the completed card.

Find and fill out the correct performance planning card

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

Versions	Form popularity	Fillable & printable
DA FORM 2016	4.8 Satisfied (5749 Votes)
DA FORM 2013	4.8 Satisfied (156 Votes)

Field preparation

Upload the approved Performance Planning Card and use signNow’s editor to review detected fillable areas, add missing fields, and prepare a repeatable template for future review cycles.

Signer routing

Assign the employee, manager, and other approved participants to specific fields so each person completes only the information and acknowledgment required by the card.

Electronic signing

Send completed cards for electronic signature under workflows designed to demonstrate intent, consent, attribution, and record retention required by ESIGN and applicable state law.

Audit trail

Capture signing activity, timestamps, and document history in an audit trail that can be retained with the final Performance Planning Card.

Reusable template

Use signNow templates to keep goals, rating categories, review dates, and acknowledgment language consistent across the same evaluation process.

Workflow connections

Connect completed records with systems such as Microsoft 365, Google Drive, Box, or an HR workflow for controlled storage and follow-up.

Connect performance records to business systems

Route completed Performance Planning Cards through CRM, ERP, collaboration, storage, and project systems using signNow integrations named for your organization’s workflow.

Security for signed performance records

Stored data:

AES-256 at rest

Transport security:

TLS 1.2/1.3 in transit

Independent controls:

SOC 2 Type II certified

Security management:

ISO 27001 certified

U.S. eSignatures:

ESIGN and UETA compliant

Protected health information:

HIPAA compliant with BAA

Record-keeping practices for this card

Preserve the completed card as an accountable employment or business record, matching retention, access, and audit practices to its actual contents.

Export the audit trail with every completed card

Keep the completed Performance Planning Card, its completion certificate, and audit trail together. Export the audit trail from signNow after signing so the evaluation record includes signer activity, timestamps, and document history rather than only a detached signature image.

Apply the controlling retention rule

Define retention through the employment, contract, or industry policy governing the card’s contents. If the record contains HIPAA-covered information, retain it for six years from creation or the last effective date under 45 CFR 164.530(j).

Secure archived performance records

Store the signed Performance Planning Card in a restricted repository with version control. Use signNow’s encrypted service for the workflow, then limit downloaded copies to authorized personnel and record any approved access or correction.

Lock the approved card version

Before sending, compare the card’s goals, rating scale, review period, and acknowledgments with the approved template. Preserve the final version as a PDF and avoid editing a completed document because changes can undermine record continuity.

Challenges when managing performance cards

Managers may send outdated performance criteria when the card template changes without version control or approval before distribution.
Incomplete goals, review dates, or acknowledgment fields can leave the signed Performance Planning Card unable to document the intended evaluation.
Unrestricted downloads may expose employee performance information to people who do not need access to the completed record.
Editing a signed card outside the controlled workflow can separate corrections from the original audit trail and create uncertainty about the final version.

Performance Planning Card troubleshooting

Resolve field, plan, signing, and compliance questions before distributing a completed Performance Planning Card.

Upload the original Performance Planning Card as a PDF or supported document, then use signNow’s editor to place or review fields. The Business plan includes templates and audit trails; verify every performance criterion before sending so the signed record reflects the approved evaluation.

The Performance Planning Card can be signed electronically when the parties demonstrate intent, consent, attribution, and record retention under ESIGN and applicable state law. signNow’s completion certificate and audit trail help preserve timestamps, signer activity, and the executed document.

Business pricing is $8 per user per month with annual billing. The plan includes legally binding eSignatures, templates, audit trails, and mobile apps. Subscription plans include 100 signature invites per user annually, with overage fees after that allowance.

Use Business Premium at $15 per user per month with annual billing when the team must send the same Performance Planning Card to multiple recipients. That plan adds bulk send, which reduces repetitive preparation for recurring evaluations.

For healthcare-related evaluations containing protected health information, signNow identifies HIPAA compliance as requiring a business associate agreement. Confirm that the workflow, users, and retention policy satisfy your organization’s HIPAA obligations before sending.

If a signer cannot complete the card, review the recipient email, required fields, authentication method, and signing order. Resend or replace the invite from signNow, while preserving the original audit record and documenting any approved correction.

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