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How We Deliver
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Performance Management - Tools & Templates

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Redefine Performance Management Presentation Template Use this template support the launch of the performance management framework and communicate key decisions to employees and managers.
Self-Assessment Tip Sheet Use this tool to guide employees in navigating their self-assessment.
Design the Performance Management Framework Working Document Use this working document to capture key performance management decisions and insights related to each element of the performance management framework.
Performance Management Pain Point Assessment Use this tool to assess the current state of the organization's performance management framework.
Define the Performance Management Philosophy Working Document Use this working document to establish the foundations for performance management within the organization and develop a philosophy statement.
Performance Ratings Guide Use this guide to review and select an appropriate performance performance rating scale option based on organizational needs.
Performance Evaluation Template Use this template during each check-in meeting to capture accomplishments and feedback.
Competency Framework Project Planning and Tracking Tool Use this tool to document all necessary aspects when developing a competency framework, and track progress on each activity of your project.
Team-Based PM Workbook Use this workbook to document key information and decisions while completing the team-based performance management project.
Team-Based Total Rewards Job Aid Use this job aid to align rewards and recognition to team-based performance management if this is within the project scope.