Modernize Performance Management

Traditional performance management doesn’t work – shift to an approach that’s tailored to your organization’s context.

Onsite Workshop

Without moving on from traditional performance appraisals in favor of a modern approach, organizations:

  • Are not helping employees understand how to improve performance.
  • Continue to give backward-looking feedback.
  • Create a disconnect with employees, resulting in disengagement and turnover.

By implementing a modern performance appraisal, organizations:

  • Provide more accurate, motivating performance assessments that include employee self-assessment.
  • Review both backward- and forward-looking feedback.
  • Reduce the feeling of stress in employees from unclear expectations.

Module 1: Prepare to Customize the PM Framework

The Purpose

  • Assess the current state of the organization’s PM framework.
  • Determine high-level goals and metrics.
  • Customize the PM process to fit your organization.

Key Benefits Achieved

  • Identified key performance management pain points that need to be addressed in the new framework.
  • Determined what the new performance management framework will achieve.
  • Customized the PM process to fit the organizational context.

Activities: Outputs:
1.1 Assess the existing PM framework and identify challenges.
  • Current state assessment
1.2 Define the organization’s PM goals and metrics.
  • Goals and metrics
1.3 Tailor the PM process.
  • Tailored PM process

Module 2: Customize the PM Framework

The Purpose

  • Determine expectations and a goal setting model.
  • Select competencies with accompanying proficiency levels.

Key Benefits Achieved

  • Customized the goal-setting model and the competencies that will be included in the PM framework.

Activities: Outputs:
2.1 Clarify the approach to goal management.
  • Goal-setting approach clarified
2.2 Identify and select competencies.
2.3 Determine proficiency levels for competencies.
  • Competencies selected

Module 3: Customize the PM Framework

The Purpose

  • Define how feedback and coaching will be incorporated.
  • Determine if and how crowd-sourced feedback will be incorporated.
  • Decide on whether ratings will be included.

Key Benefits Achieved

  • Feedback & coaching, crowd-sourced feedback, and ratings building blocks customized.

Activities: Outputs:
3.1 Assess current feedback and coaching activities.
  • Feedback & coaching activities assessed
3.2 Determine whether crowd-sourced feedback will be used.
  • Crowd-sourced feedback customized
3.3 Determine if ratings will be used and develop a rating scale.
  • Rating scale customized

Module 4: Align New PM Framework

The Purpose

  • Identify how calibration meetings will be used.
  • Evaluate alignment needed of other HR practices with the new PM framework.

Key Benefits Achieved

  • Aligned HR practices with the new performance management framework.

Activities: Outputs:
4.1 Plan for calibration meetings.
  • Approach to calibration defined
4.2 Evaluate the alignment of other HR practices with PM.
  • Action items to align HR practices with new PM framework identified

Module 5: Next Steps and Wrap-Up

The Purpose

  • Determine a rollout plan.
  • Create an action and communication plan.
  • Prepare to address pushback.
  • Outline accountabilities for HR, managers, and employees.

Key Benefits Achieved

  • A plan to effectively launch and sustain the new performance management framework in the organization.

Activities: Outputs:
5.1 Confirm accountabilities for key stakeholders.
  • Stakeholder accountabilities confirmed
5.2 Prepare to respond to pushback.
5.3 Develop an action and communication plan.
  • Action and communication plan created

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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

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