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Managing Performance
Topics
   Define performance and the
    performance development cycle
   Discuss how to improve performance
   Handle performance challenges
Why Focus on Performance?

   Employees are clear
    about expectations
   Builds stronger
    working relationships
   Helps people focus
   Specific feedback is
    possible
   Better results for the
    organization
Ideal Performance
Management System
PM Cycle - 4 Steps

1. Planning
2. On-Going Dialogue
3. Formal Review
4. Development
Performance Planning

          Explain the results you want
          Set realistic goals,
           standards and measures
          Create support plans
          Establish evaluation points
On-going Dialogue

   Giving on-the fly
    feedback
   Finding out what’s
    going on
   Learning what
    support is required
Performance Review
It’s a combination
   of…

   Informal progress
    reviews
   Formal final review
Action Planning
   It’s about getting better,
    which could be more
    confident, more competent
    or moving towards the
    perfect career
Step One
Performance Planning
          Review the organization’s needs
          Describe high priority areas first
          Consider the results expected
          What are realistic standards

       Manager and employee should
        both engage in this activity
At the Planning Meeting

   Compare viewpoints
   Discuss expectations
    & listen carefully
   Negotiate if necessary
   Agree on the plan
Why didn’t you say so…
   Clear NOT Fuzzy - Specific NOT Vague


Erase these fuzzy terms…

Soon, promptly, regularly, frequently,
 often, quickly, carefully,
Say what you mean…
Regularly = every Monday
Promptly = before the phone rings three times
Frequently = every two weeks
Accurately = less than one error
Circulate = include all staff
Professional = shirt, tie and jacket
Quickly – before noon
Trying is NOT a result!
Structures Influence
      Performance

   Policies – Sign off authority
   Procedures - chain of command
   Physical environment – desks, space, line
    of sight, lighting

Teller, Weigh Scales, Court House
Conversations are key
   Daily, weekly, check in
   Progress review
   Problem analysis
   Course correct or change plans
Conversations should
Balance work with personal interest
Get to know them and what makes them tick
On-going Communication
   Observe employee’s actions
   Catch them doing something right
   Pay attention to the steady, reliable
    consistent performers
   Give feedback - quickly
   Talk about problems - as they arise
   Follow up - if a change is needed
When supervisors change
   Make sure a review record is available
   Talk with the new supervisor about the
    goals that were set
   Discuss the support plans agreed to

Make sure the new supervisor knows the
 goals and promises so they can keep
 them.
Keeping Great Employees
   Motivation is key
   Know their career goals
   Give praise and
    challenges
   Help them build skills
    and knowledge
   Develop short and long
    term game plans
Common Performance
Problems
   Showing up late
   Missing days at work
   Missing deadlines
   Inappropriate language
   Poor customer service
   Incomplete work or errors
Ask yourself…
   How might I
    help them
    become
    capable?
   How might I
    help them
    become
    confident?
   What do I know
    about their
    learning style?
We need to talk…
Important Conversations

   Explain the problem and (if appropriate) how it’s different
    from their normal work
   Ask for insight
   Check your understanding
   Ask for solutions
   Listen for ideas
   Help them make a choice
   Set a time for the change
   Agree on a review time
   Record commitments
    (you may have made some too)
   Follow up
Formal Performance Review

    How did we do?
The Discussion


              Create a pleasant
               atmosphere

              Make it a learning
               process
Talking about Results
   NO surprises!
   Look back and re-visit the highs, lows and routine work
   Discuss great successes or problems corrected
   Revisit problems currently being addressed
   Get the employee’s perspective – first – listen carefully
   Share your own viewpoint
   Talk about what was learned:
       What was planned? What got in the way? What helped?
   Use that to guide the future
Action Planning
Based on results…

What do we need to focus on?
What are the future priorities?
Did we identify knowledge or skill needs?
   (to achieve a high standard or learn
   something new)
What about development ideas?
    (to build and expand areas of expertise)
What is the employee going to do?
Get people talking together and
they create amazing results!
Contact us…
For a workshop on this topic that will build
confidence and skills contact: Heather
Hughes at

heatherconsults@shaw.ca

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Managing Performance with Confidence

  • 2. Topics  Define performance and the performance development cycle  Discuss how to improve performance  Handle performance challenges
  • 3. Why Focus on Performance?  Employees are clear about expectations  Builds stronger working relationships  Helps people focus  Specific feedback is possible  Better results for the organization
  • 5. PM Cycle - 4 Steps 1. Planning 2. On-Going Dialogue 3. Formal Review 4. Development
  • 6. Performance Planning  Explain the results you want  Set realistic goals, standards and measures  Create support plans  Establish evaluation points
  • 7. On-going Dialogue  Giving on-the fly feedback  Finding out what’s going on  Learning what support is required
  • 8. Performance Review It’s a combination of…  Informal progress reviews  Formal final review
  • 9. Action Planning  It’s about getting better, which could be more confident, more competent or moving towards the perfect career
  • 10. Step One Performance Planning  Review the organization’s needs  Describe high priority areas first  Consider the results expected  What are realistic standards Manager and employee should both engage in this activity
  • 11. At the Planning Meeting  Compare viewpoints  Discuss expectations & listen carefully  Negotiate if necessary  Agree on the plan
  • 12. Why didn’t you say so…  Clear NOT Fuzzy - Specific NOT Vague Erase these fuzzy terms… Soon, promptly, regularly, frequently, often, quickly, carefully,
  • 13. Say what you mean… Regularly = every Monday Promptly = before the phone rings three times Frequently = every two weeks Accurately = less than one error Circulate = include all staff Professional = shirt, tie and jacket Quickly – before noon
  • 14. Trying is NOT a result!
  • 15. Structures Influence Performance  Policies – Sign off authority  Procedures - chain of command  Physical environment – desks, space, line of sight, lighting Teller, Weigh Scales, Court House
  • 16. Conversations are key  Daily, weekly, check in  Progress review  Problem analysis  Course correct or change plans
  • 17. Conversations should Balance work with personal interest Get to know them and what makes them tick
  • 18. On-going Communication  Observe employee’s actions  Catch them doing something right  Pay attention to the steady, reliable consistent performers  Give feedback - quickly  Talk about problems - as they arise  Follow up - if a change is needed
  • 19. When supervisors change  Make sure a review record is available  Talk with the new supervisor about the goals that were set  Discuss the support plans agreed to Make sure the new supervisor knows the goals and promises so they can keep them.
  • 20. Keeping Great Employees  Motivation is key  Know their career goals  Give praise and challenges  Help them build skills and knowledge  Develop short and long term game plans
  • 21. Common Performance Problems  Showing up late  Missing days at work  Missing deadlines  Inappropriate language  Poor customer service  Incomplete work or errors
  • 22. Ask yourself…  How might I help them become capable?  How might I help them become confident?  What do I know about their learning style?
  • 23. We need to talk…
  • 24. Important Conversations  Explain the problem and (if appropriate) how it’s different from their normal work  Ask for insight  Check your understanding  Ask for solutions  Listen for ideas  Help them make a choice  Set a time for the change  Agree on a review time  Record commitments (you may have made some too)  Follow up
  • 26. The Discussion  Create a pleasant atmosphere  Make it a learning process
  • 27. Talking about Results  NO surprises!  Look back and re-visit the highs, lows and routine work  Discuss great successes or problems corrected  Revisit problems currently being addressed  Get the employee’s perspective – first – listen carefully  Share your own viewpoint  Talk about what was learned:  What was planned? What got in the way? What helped?  Use that to guide the future
  • 28. Action Planning Based on results… What do we need to focus on? What are the future priorities? Did we identify knowledge or skill needs? (to achieve a high standard or learn something new) What about development ideas? (to build and expand areas of expertise) What is the employee going to do?
  • 29. Get people talking together and they create amazing results!
  • 30. Contact us… For a workshop on this topic that will build confidence and skills contact: Heather Hughes at heatherconsults@shaw.ca