Optimize your team's performance with our comprehensive template. Drive goal-setting, optimal performance, monitoring progress, and continuous improvement.
1
Identify performance areas to be addressed
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Determine specific goals for each performance area
3
Develop measureable indicators for each goal
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Define the level of performance required for each indicator
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Formulate action plan to achieve the set goals
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Determine the timeline for performance benchmarking
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Assign responsibility for each performance indicator
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Draft the initial version of performance expectations template
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Review and revise the drafted template
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Approval: Manager Review of Template
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Implement the performance expectations template
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Communicate the set expectations to all relevant employees
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Monitor individual progress towards the set performance goals
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Record individual performance metrics
15
Evaluate individual performance in relation to the set expectations
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Provide feedback on observed performance
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Propose and implement actions to improve observed performance
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Review and update performance expectations at regular intervals
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Approval: Director Review of Performance Outcomes
Identify performance areas to be addressed
Identify the areas of performance that need improvement or attention. Consider factors such as individual tasks, teamwork, communication, customer service, and overall productivity. Determine the impact these areas have on the overall process and the desired results. Are there any recurring issues or challenges that need to be addressed? What resources or tools are required for this task?
Determine specific goals for each performance area
Set specific goals for each identified performance area. What are the desired outcomes or improvements? How will achieving these goals contribute to overall success? What factors should be considered when setting these goals? What resources or tools are required for this task?
Develop measureable indicators for each goal
Define measurable indicators for each goal. What criteria will be used to track progress and determine success? How will these indicators be measured and evaluated? What resources or tools are required for this task?
Define the level of performance required for each indicator
Determine the level of performance required for each measurable indicator. What benchmarks will be used to assess performance? How will the level of performance be determined? What resources or tools are required for this task?
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Excellent
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Good
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Average
4
Below Average
5
Poor
Formulate action plan to achieve the set goals
Develop an action plan to achieve the set goals. What steps need to be taken? Who will be responsible for each step? How will progress be monitored? What potential challenges may arise and how can they be addressed? What resources or tools are required for this task?
Determine the timeline for performance benchmarking
Set a timeline for performance benchmarking. When will progress be evaluated? How often will performance be assessed? What resources or tools are required for this task?
Assign responsibility for each performance indicator
Assign responsibility for tracking and reporting on each performance indicator. Who will be responsible for monitoring progress and providing updates? How will this responsibility be communicated? What resources or tools are required for this task?
Draft the initial version of performance expectations template
Create an initial version of the performance expectations template. What format or structure should be used? What information should be included? How can the template be tailored to meet specific needs? What resources or tools are required for this task?
Review and revise the drafted template
Review the initial version of the performance expectations template and make any necessary revisions. Are there any missing or unclear information? Does the template effectively communicate expectations? How can it be improved? What resources or tools are required for this task?
Approval: Manager Review of Template
Will be submitted for approval:
Draft the initial version of performance expectations template
Will be submitted
Implement the performance expectations template
Begin using the performance expectations template. How will it be implemented? Who needs to be involved? What steps need to be taken to ensure successful implementation? What resources or tools are required for this task?
Communicate the set expectations to all relevant employees
Ensure that all relevant employees are aware of the set performance expectations. How will expectations be communicated? Who needs to be involved in the communication process? How can potential misunderstandings or resistance be addressed? What resources or tools are required for this task?
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Email
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Meeting
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Training session
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One-on-one
5
Company-wide announcement
Monitor individual progress towards the set performance goals
Monitor individual progress towards the set performance goals. How will progress be tracked? Who will be responsible for monitoring? What resources or tools are required for this task?
Record individual performance metrics
Record individual performance metrics. What metrics or data points need to be captured? How will this information be collected and organized? Who will be responsible for recording the metrics? What resources or tools are required for this task?
Evaluate individual performance in relation to the set expectations
Evaluate individual performance in relation to the set expectations. How will performance be assessed? What criteria will be used? Who will be responsible for the evaluation? What resources or tools are required for this task?
Provide feedback on observed performance
Provide feedback on observed performance. How will feedback be given? What areas of performance will be discussed? How can feedback be constructive and motivating? What resources or tools are required for this task?
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Productivity
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Quality of work
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Communication
4
Teamwork
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Customer service
Propose and implement actions to improve observed performance
Propose and implement actions to improve observed performance. What actions or interventions can be taken? How will the proposed actions be implemented? Who will be responsible for implementing these actions? What resources or tools are required for this task?
Review and update performance expectations at regular intervals
Regularly review and update the performance expectations. How often should the expectations be reviewed? What criteria should be used to determine if updates are necessary? Who will be responsible for the review and update process? What resources or tools are required for this task?
Approval: Director Review of Performance Outcomes
Will be submitted for approval:
Evaluate individual performance in relation to the set expectations