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: | |
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1.1 | Assess the existing PM framework and identify challenges. |
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1.2 | Define the organization’s PM goals and metrics. |
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1.3 | Tailor the PM process. |
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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: | |
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2.1 | Clarify the approach to goal management. |
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2.2 | Identify and select competencies. |
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2.3 | Determine proficiency levels for competencies. |
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Module 3: Customize the PM Framework
The Purpose
- Define how feedback and coaching will be incorporated.
- Determine if and how crowdsourced feedback will be incorporated.
- Decide on whether ratings will be included.
Key Benefits Achieved
- Feedback & coaching, crowdsourced feedback, and ratings building blocks customized.
Activities: | Outputs: | |
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3.1 | Assess current feedback and coaching activities. |
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3.2 | Determine whether crowdsourced feedback will be used. |
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3.3 | Determine if ratings will be used and develop a rating scale. |
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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: | |
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4.1 | Plan for calibration meetings. |
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4.2 | Evaluate the alignment of other HR practices with PM. |
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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: | |
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5.1 | Confirm accountabilities for key stakeholders. |
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5.2 | Prepare to respond to pushback. |
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5.3 | Develop an action and communication plan. |
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