Case Studies: Modernize Performance Management

Refer to these case studies for examples of approaches to modern performance management.

Performance Review Template

Use this template during each check-in meeting to capture accomplishments and feedback.

Modern Performance Management Presentation Template

Use this template to introduce the new PM framework to managers and employees.

Modern Performance Management Worksheet

Use this tool to work through decisions that will inform the new performance management framework.

Calibration Job Aid

Use this template to further understand how to structure calibration meetings and mitigate biases.

Goal Management Job Aid

Use this job aid for further understanding of McLean & Company's goal management model for meaningful performance management goal setting.

Modernize Performance Management Storyboard

Modernize performance management by selecting and customizing the following building blocks to meet your organization’s needs: process, goal setting, competencies,...

Online Workshop: Modernize Performance Management

Engage McLean & Company facilitators to lead your team through the Modern Performance Management workshop online.

Modernize Performance Management Executive Briefing

Use this briefing to make the case to your executives to implement a modern performance management framework.

Promotion Policy

Use this template to describe the the company's promotions policy.
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