Modernize the Performance Appraisal

Bring performance management out of the dark ages to improve employee performance and engagement, and reduce costs for the business.

RETIRED CONTENT

Please note that the content on this page is retired. This content is not maintained and may contain information or links that are out of date.

Without changing to a modern performance appraisal from a traditional one, 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 ratings that include employee self-assessment.
  • Review both backward and forward looking feedback.
  • Reduce the feeling of stress in employees from unclear expectations.

Book Your Workshop

Workshops are a great way to accelerate your project. Our highly skilled facilitators take you through key phases of your project and ensure your team has the guidance needed to complete your project successfully.

Module 1: Set PM Objectives and Define Modern PA Process

The Purpose

  • Understand the modern approach to performance appraisals.
  • Assess your current state in terms of performance appraisal and metrics.

Key Benefits Achieved

  • Use McLean & Company’s modern performance appraisal framework to develop employees through meaningful and timely feedback and coaching.
  • Set modern performance appraisal metrics.

Activities: Outputs:
1.1 Assess your performance appraisal process.
  • Modern Performance Appraisal Effectiveness Scorecard
1.2 Define your organization’s performance management project objectives.
  • Defined objectives for performance management
1.3 Determine accountabilities.
  • Assigned accountabilities to program stakeholders
1.4 Tailor the modern PA framework to your organization.
  • Modern PA Check-In Meeting Guide
1.5 Set benchmark metrics.
  • Program benchmark metrics and baselines set

Module 2: Design the Framework and Customize Tools

The Purpose

  • Define core competencies.
  • Design the modern performance appraisal process.

Key Benefits Achieved

  • Organizational competencies and competency proficiency levels are determined.
  • Modern performance appraisal process is outlined.

Activities: Outputs:
2.1 Define core competencies to best suit your organization.
  • Finalized core competencies
2.2 Determine proficiency levels for core competencies.
  • Aligned proficiency levels with competencies
2.3 Develop a performance rating scale.
  • Performance rating scale designed and rationalized
2.4 Determine your organization’s rating scale.
  • Modern Performance Appraisal Template
2.5 Clarify the approach to goal management.
  • Documented approach using the goal management model

Module 3: Put the Framework in Action

The Purpose

  • Adjust feedback and coaching meetings.
  • Format the communication and training strategy.

Key Benefits Achieved

  • Calibration meetings are prepared to run.

Activities: Outputs:
3.1 Assess current feedback and coaching activities in your organization.
  • Identified challenges and gaps in current feedback and coaching activities
3.2 Develop performance rating calibration meetings.
  • Manager’s Guide for Performance Appraisals
3.3 Develop your communication strategy.
  • Designed program communication strategy
3.4 Modify the employee and manager training decks.
  • Manager Training Deck
  • Employee Training Deck
3.5 Establish manager strategies to integrate the PA process.
  • Modern Performance Appraisal Effectiveness Scorecard