Enhance staff productivity with Performance Management Template UK, an efficient workflow for improving goal-setting, performance assessment, training, and follow-up.
1
Identify key performance indicators (KPI) for employee
2
Set realistic performance goals
3
Approval: Supervisor on performance goals
4
Schedule regular performance feedforward sessions
5
Complete employee performance appraisal form
6
Receive employee self-assessment
7
Compare supervisor and employee assessments
8
Arrange meeting to discuss performance review
9
Approval: Manager for meeting date and time
10
Conduct performance review meeting
11
Review and discuss future objectives and training needs
12
Endorse next steps and action plans
13
Approval: Employee on the action plan
14
Conduct follow-up meetings to monitor progress
15
Document all performance metrics, feedbacks and discussions
16
Provide necessary coaching or training to improve performance
17
Approval: HR for resources needed for coaching or training
Identify key performance indicators (KPI) for employee
Identify the key performance indicators for the employee that will be used to measure their performance. This task is crucial as it sets the foundation for assessing the employee's success. Consider the employee's job responsibilities, objectives, and the goals of the organization. What are the specific metrics and targets that will determine their performance? What resources or tools are needed to track and measure these indicators effectively?
Set realistic performance goals
Set realistic and achievable performance goals for the employee. This task is essential to ensure that the employee's efforts are aligned with the organization's objectives. Consider the employee's capabilities, the resources available, and the timeframe for achieving the goals. What are the specific goals that the employee needs to work towards? How will their progress towards these goals be monitored and measured?
1
1 month
2
3 months
3
6 months
4
1 year
Approval: Supervisor on performance goals
Will be submitted for approval:
Set realistic performance goals
Will be submitted
Schedule regular performance feedforward sessions
Schedule regular performance feedforward sessions with the employee to provide feedback and guidance on their performance. These sessions should focus on identifying areas of improvement and providing support and resources for the employee to succeed. Consider the frequency and duration of these sessions. How will they be conducted? What topics will be covered during these sessions?
1
Weekly
2
Bi-weekly
3
Monthly
4
Quarterly
Complete employee performance appraisal form
Complete the employee performance appraisal form to assess their performance. This task involves evaluating the employee's achievements, strengths, weaknesses, and areas for improvement. Consider the criteria and rating scales used in the appraisal form. What specific questions or sections should be included in the form? Are there any guidelines or instructions for completing the form?
Receive employee self-assessment
Receive the employee's self-assessment to gain insights into their perspective on their performance. This task provides an opportunity for the employee to reflect on their achievements, challenges, and goals. Consider the questions or prompts provided to guide the employee's self-assessment. How will the self-assessment be collected from the employee? What is the deadline for submitting the self-assessment?
Compare supervisor and employee assessments
Compare the supervisor's assessment with the employee's self-assessment to identify any gaps or discrepancies in their perceptions of performance. This task involves analyzing the assessment ratings, comments, and supporting evidence. Consider the criteria and rating scales used in the assessments. What specific aspects or sections should be compared? Are there any guidelines for analyzing and reconciling any differences?
1
Achievements
2
Communication skills
3
Teamwork
4
Problem-solving
5
Professionalism
Arrange meeting to discuss performance review
Arrange a meeting with the employee to discuss the performance review. This task provides an opportunity to clarify any questions, address concerns, and provide feedback. Consider the preferred meeting format (in-person, virtual) and duration. What topics or agenda items should be included in the meeting? Are there any specific instructions or guidelines for conducting the meeting?
Approval: Manager for meeting date and time
Will be submitted for approval:
Arrange meeting to discuss performance review
Will be submitted
Conduct performance review meeting
Conduct the performance review meeting with the employee. This task involves discussing the assessment results, addressing any concerns, and providing constructive feedback. Consider the communication style, tone, and approach for delivering feedback. What specific topics or areas should be discussed during the meeting? Are there any guidelines or instructions for conducting an effective performance review meeting?
1
Goal progress
2
Strengths
3
Areas for improvement
4
Development opportunities
5
Recognition and rewards
Review and discuss future objectives and training needs
Endorse next steps and action plans
Approval: Employee on the action plan
Will be submitted for approval:
Endorse next steps and action plans
Will be submitted
Conduct follow-up meetings to monitor progress
Document all performance metrics, feedbacks and discussions
Provide necessary coaching or training to improve performance
Approval: HR for resources needed for coaching or training
Will be submitted for approval:
Provide necessary coaching or training to improve performance