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The XPM (EXtension Performance Management) System is a tool to set strategies for achieving individual employee performance goals and to evaluate and provide feedback on job performance. XPM is used for Extension Agents and County Extension Directors (100% county funded agents can either use the county performance evaluation form or a paper/electronic version of the form but do  not use the XPM system).

Performance management provides a means to align individual program planning efforts with the goals and priorities of N.C. Cooperative Extension and strategic plan initiatives of the University.

Funnel depicting cascading goal structure

Through the performance management process, it is important to measure and recognize what has been accomplished rather than simply measure activities. Read the story of the Beekeeper and Their Bees to learn more about this.

The performance management process also provides a defined cycle of review for supervisors and employees to assess employee success toward meeting professional development goals and address any barriers.

This website provides resources for Agents and CEDs, to help you navigate program planning, developing annual strategies and professional development plans, and completing midyear or annual performance evaluations.

Performance Management Steps

XPM steps

Explore each of the steps of the performance management process:

Step 1: Individual Plan of Work

Step 2: Annual Strategies

Step 3: Professional Development Activities

Step 4: Mid Year Evaluations

Step 5: Program Summaries & Annual Evaluations

If you need a refresher on the Extension programming process, you are encouraged to complete the Programming Bootcamp online course covering the fundamentals of the NC State Extension programming process prior to developing the Individual Plan of Work. You can self-enroll using the Enrollment Key: extension 

XPM Timeline:

Performance Evaluation Activity

Timeline/ Due Date

Performance Evaluation Cycle Begins July 1
Annual XPM Plan Due (Establish Strategies and Professional Development Activities) Aug 31
Interim/Mid-Year Evaluations Due January 31
Performance Cycle Concludes June 30
Agent Evaluations Due July 15
CED Evaluations Due July 31
Ratings Due to Extension HR/ XPM System Locks July 31

Please note that NC State and NC A&T may sometimes send out communications with different deadlines; however, it is important that the deadlines listed above are met so data can be complied and transferred into the respective university systems. The XPM system will close annually and prevent submission of scores after July 31 resulting. All reviews must be approved and signed prior to this deadline.

Using the XPM System:

XPM Instructional Video 

XPM User Guide

XPM User Guide (NC A&T Agents)

XPM Actions Reference Guide

Assignment of Effort for Multi-County Agents


If you have questions about the performance management process contact your District Extension Director or County Operations.

If you need technical assistance using the XPM system send a help desk request by email to


Annual Performance Management Guidelines  One page quick reference guide summarizing the steps in the annual performance evaluation process.

Introduction to XPM PowerPoint slide deck provides an overview of the XPM system. XPM CED PowerPoint slide deck provides additional details on the XPM system.

Programming Bootcamp in Moodle  Online course covering the fundamentals of the NC State Extension programming process. You can self-enroll using the Enrollment Key: extension