Performance Management Master Checklist
It's actually quite simple. Appraisals are awkward and uncomfortable (and useless/costly in terms of time) because managers skip too many of the steps needed to make it work.
The skipped steps are what makes the performance appraisal meaningful to the manager, employee and the organization. These steps are what makes the whole thing work!
Once you understand the steps and shift your focus to improving performance and employee success, you are ready to revitalize a key management tool that can make your life easier. By doing all the steps you:
It boils down to this: Undertake all the steps, become a performance manager and enabler, rather than just a performance appraiser and you'll spend less time dealing with problems, and more time left to do the things you and only can do.
The Performance Management Master Checklist
The thing is that it's easy to skip steps because you are busy, and it appears to be efficient. It's not. The more you cut corners, the more likely you pay big time when you run into situations where employees are not performing up to your potential.
So, we created a checklist you can use to remind yourself of the complete set of steps needed to profit from the performance management/appraisal process, and yes, to make it less uncomfortable, so by the time to actually get to the appraisal, it's no more than a short 15 minute discussion with each employee. Really!
This helpcard maps out the steps of the performance management process from performance planning to the performance review meeting. Formatted in a checklist format so managers can check off tasks as the are completed. Based on our best selling book - Performance Management - A Briefcase Book, the process outlined is integrated with strategic planning and stresses managers as being helpers and partners in performance improvement
The checklist is formatted to allow employees and managers to tick off completed steps. Steps are grouped as follows:
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