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Performance Management 1.0 Basics for the New HR Practioner

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Page 1: Performance Management 1 - SHRM · Documenting Employee Performance Ensuring Managers Have ... •Coaching •Real-time ... Coaching Conversations That Enable Employees To: 5 6 Your

Performance Management 1.0Basics for the New HR Practioner

Page 2: Performance Management 1 - SHRM · Documenting Employee Performance Ensuring Managers Have ... •Coaching •Real-time ... Coaching Conversations That Enable Employees To: 5 6 Your

JAMIE RESKER

Practice Leader

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DEFINE EMPLOYEE PERFORMANCE

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On-Target

Gro

w

Work Results

Job ResponsibilitiesGoalsSkills

Off-Target

On-Target

Observable Behaviors

©2017 Employee Performance Solutions, LLC All Rights Reserved | Licensing for Use Within Client Organization

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©2017 Employee Performance Solutions, LLC All Rights Reserved | Licensing for Use Within Client Organization

©2017 Employee Performance Solutions, LLC All Rights Reserved v12-17 www.EmployeePerformanceSolutions.com

5

1. Communicates in ways that positively influence others2. Collaborates effectively at all levels3. Makes choices to behave in ways that align with organizational

values 4. Known for being approachable and supportive of others5. Self-motivated, and works with little direction

Guidelines for On and Off-Target Observed BehaviorsO

N-T

AR

GET

OFF

-TA

RG

ET

1. Demonstrates observable and unexpected behavior that detracts from performance contributions and reflects poorly on the individual

2. Behavior can lead to disruption, deplete the time and energy of others, create extra work for the manager, divert time and attention away from work, weaken team effectiveness, impair cooperation, slow progress and information flow

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©2017 Employee Performance Solutions, LLC All Rights Reserved | Licensing for Use Within Client Organization

©2017 Employee Performance Solutions, LLC All Rights Reserved v12-17 www.EmployeePerformanceSolutions.com

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1. Accelerates and enhances team results2. Seen as a contributor who “gets things done”3. Consistent delivery of job responsibilities and goals4. New to the role and making expected progress

1. Despite making an earnest effort, meets some, but not all goals and job responsibilities

2. Has the ability to accomplish the work, but is not making a full or consistent effort

Guidelines for On and Off-Target Work ResultsO

N-T

AR

GET

OFF

-TA

RG

ET

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On-Target

Gro

w

Work Results

Job ResponsibilitiesGoalsSkills

Off-Target

On-Target

Observable Behaviors

Low Growing

©2017 Employee Performance Solutions, LLC All Rights Reserved | Licensing for Use Within

Pact

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TRADITIONAL PERFORMANCE MANAGEMENT

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Who are we designing PM for?

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EXAMPLES OF HR CENTRIC NEEDS

Compensation Decisions

System for

Tracking/Reporting/

Documenting Employee

Performance

Ensuring Managers Have

at Least One Conversation

About Performance

Employment Decisions

HR

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DESIGN FOR EMPLOYEE EXPERIENCE

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EMPLOYEE

EXPERIENCE

16

Candidate Experience

• Website

• Phone Communications

• Interviewing

• Follow-Up

• Offer

Onboarding

• Pre-Start

• Support

Performance Management

• Conversation Quality & Frequency

• Manager Skills

• Organizational Positioning

• Mid-Year Check-Ins

• Energizing Process

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17©2017 copyright Employee Performance Solutions, LLC All Rights Reserved | For Use Within Client Organization

THE WORLDCOM

CONFIDENCE INDEXAnnual Report On The Issues CEO’s and CMO’s Think

Will Influence Business Success in 2018

Source: WorldcomPRGroupConfidenceIndexGlobal

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Source: WorldcomPRGroupConfidenceIndexGlobal

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2018The Year of the

employee

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Adopting the New Conversation ModelHOW TO MOVE INTO A MODEL OF ONGOING CONVERSATIONS TO DRIVE AND ALIGN PERFORMANCE

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Let’s get this over with…

Forms and Process

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Conversation ““

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EXAMPLES OF EMPLOYEE CENTRIC NEEDS

How am I doing?

Is my manager aware of my accomplishments?

What am I doing well that I should continue with? What

positive impact are my contributions making?

Right now, what should I do now to be even more effective

in my role?

How can I gain exposure to skills and experiences that will

help me achieve my short and longer term career goals?

Communication with my manager:

Does my manager know what I appreciate about his/her

support?

How can I let my manager know how he/she can support

me more?

Employee

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©2018 Employee Performance Solutions, LLC All Rights Reserved v4-18 www.EmployeePerformanceSolutions.com

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Everyday Work Conversations Versus 10-Minute Questions Conversation

10-Minute Questions

Conversation

Tasks, Projects,

Goals

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Manager Asks

• What’s one thing you want to highlight from this month that you accomplished [or one thing that has gone well]?

Manager Asks

• What’s one skill you’d like to work on, or one thing you’d like to get better at, learn about, or be involved in?

Employee Asks

• What’s one thing I’m doing well and should continue?

Employee Asks

• What’s the one thing I could do to make even more progress in my role [or what’s the next thing for me to focus on]?

Manager Asks

• What’s one thing I’m doing to support you that’s working well?

Manager Asks

• What’s one way I could work better with you or one thing I could do to support you more?

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© 2018 Saba Software, Inc. 27

Why These questions?

• DO’S AND DON’T

•?

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©2017 Employee Performance Solutions, LLC

The questions we ask Influence the answers we receive

©2018 Employee Performance Solutions, LLC

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How amI doing?

©2018 Employee Performance Solutions, LLC

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You’re doing great.

©2018 Employee Performance Solutions, LLC

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What can I do better?

©2018 Employee Performance Solutions, LLC

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I can’t think of anything.

©2018 Employee Performance Solutions, LLC

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What did you think of my presentation?

©2018 Employee Performance Solutions, LLC

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It was really good.

©2018 Employee Performance Solutions, LLC

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What can I do differently?

©2018 Employee Performance Solutions, LLC

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Nothing. Just keep doing what you’re doing.

©2018 Employee Performance Solutions, LLC

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How is everything going?

©2018 Employee Performance Solutions, LLC

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Great or Good.

©2018 Employee Performance Solutions, LLC

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What did you think of my presentation?

It was really good.

I don’t

know

THE QUESTION

©2018 Employee Performance Solutions, LLC

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What’s one thing that worked during the presentation?

I liked the part when you…

THE ONE-THING QUESTIONS

©2018 Employee Performance Solutions, LLC

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©2018 Employee Performance Solutions, LLC

How Often?

Page 42: Performance Management 1 - SHRM · Documenting Employee Performance Ensuring Managers Have ... •Coaching •Real-time ... Coaching Conversations That Enable Employees To: 5 6 Your

how many months of performance can be freshly

remembered?

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9,600

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Manager and EmployeeReadiness

HOW TO PREPARE MANAGERS AND EMPLOYEES TO MOVE FROM TRADITIONAL PERFORMANCE MANAGEMENT (ANNUAL REVIEWS AND RATINGS) TO PERFORMANCE DEVELOPMENT CONVERSATIONS FOR GROWTH

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86% of Managers

Are Unskilled at

Conducting Formal

Performance Reviews

94% of Managers

Are Unskilled at Having

Candid Performance

Dialogue

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©2018 Employee Performance Solutions, LLC All Rights Reserved v4-18 www.EmployeePerformanceSolutions.com

49

EXPLANATIONS AND INTERVENTIONS FOR

MISSED EXPECTATIONS

Doesn’t Know HowDevelop through:•Coaching•Real-time feedback•Recognize progress with reinforcing feedback•On-the-job practice opportunities•Special projects•Modeling

Can’t•Move into a more suitable role, if possible.

Watch Out FactorResist scaling back the job to create artificial successby eliminating and reassigning key job responsibilities

Won’t•Discuss the importance•Work with HR on next steps •Be candid about the consequences

UnawareClarify expectations and specific actions•Check for understanding by asking:•“So, what is your biggest take-away from our conversation?” or •“What will you do first?”

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Recognize and Reinforce

Communicate Target Performance

Continue with Support

Agreement

*PerformanceNow On-Target

*Not MakingExpected Progress

Making the Right Progress

Provide Support

Can’t or Won’t

Make a DecisionIs Performance

On-Target?

Yes Not MakingExpected Progress

Recognize and Reinforce

Make a Decision

Page 51: Performance Management 1 - SHRM · Documenting Employee Performance Ensuring Managers Have ... •Coaching •Real-time ... Coaching Conversations That Enable Employees To: 5 6 Your

Source: WorldcomPRGroupConfidenceIndexGlobal

RECOMMENDATIONS TO INCREASE THE

PROBABILITY OF SUCCESS

Page 52: Performance Management 1 - SHRM · Documenting Employee Performance Ensuring Managers Have ... •Coaching •Real-time ... Coaching Conversations That Enable Employees To: 5 6 Your

DESIGN FOR EMPLOYEE EXPERIENCE

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MANAGERS AND EMPLOYEESWILL BE SET-UP FOR SUCCESS

With A System For Ongoing, Two-way, Actionable Coaching Conversations That Enable Employees To:

1. Let your manager know what is going well.

2. Voice an interest in gaining new skills, experiences, and sharing ideas for your

growth and career development.

©2018 copyright Employee Performance Solutions, LLC All Rights Reserved

Page 54: Performance Management 1 - SHRM · Documenting Employee Performance Ensuring Managers Have ... •Coaching •Real-time ... Coaching Conversations That Enable Employees To: 5 6 Your

3. Find out what is working now (your good

work and positive impact).

4. Have clear direction from your manager about

how to be even more effective in your role.

5. Reconfirm priorities, expectations, and check-in on your

progress.

©2018 copyright Employee Performance Solutions, LLC All Rights Reserved

MANAGERS AND EMPLOYEESWILL BE SET-UP FOR SUCCESS

With A System For Ongoing, Two-way, Actionable Coaching Conversations That Enable Employees To:

Page 55: Performance Management 1 - SHRM · Documenting Employee Performance Ensuring Managers Have ... •Coaching •Real-time ... Coaching Conversations That Enable Employees To: 5 6 Your

6. Provide feedback to your manager about:

Now—What is your manager doing to support you that is working and is appreciated?

Future—Share your ideas for how you and your manager can work better together or how your manager can support you even more.

©2018 copyright Employee Performance Solutions, LLC All Rights Reserved

MANAGERS AND EMPLOYEESWILL BE SET-UP FOR SUCCESS

With A System For Ongoing, Two-way, Actionable Coaching Conversations That Enable Employees To:

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5

6

Your Performance,

Potential, and Career

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Activities and Framework

HOW TO DECIDE WHO DOES WHAT AND WHEN

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30-MINUTE CONVERSATION WORKSHEET

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Dec Jan Feb Mar Apr May

10-Minute Questions

Conversation

10-Minute Questions

Conversation

10-Minute Questions

Conversation

Jun Jul Aug Sep Oct Nov

Team Plotting10-Minute

Questions Conversation 30-Minute

Conversation with Performance

Continuum Snapshot

Training

Team Plotting

10-Minute Questions Conversation

Example Activities Schedule

9/23/2018 4:55 PM62

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Brandingand Communications:REPOSITIONING PERFORMANCE MANAGEMENT FOR TODAY’S WORKFORCE

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Outdated:

AppraisalReview

Evaluation

Annual Evaluation

Performance Appraisal

Mid-yearReview

Page 65: Performance Management 1 - SHRM · Documenting Employee Performance Ensuring Managers Have ... •Coaching •Real-time ... Coaching Conversations That Enable Employees To: 5 6 Your

Check-In

Career

Pathways

Conversations

To Connect

Engage@_

__

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jamieresker

www.employeeperformancesolutions.com/modernizeperformancemanagementPassword: Vermont SHRM State Conference

RESOURCES QUESTIONS?JAMIE RESKER

[email protected]

781-752-5716