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Pre Test
Find this in your
  Performance
 Management
   Handouts
What is Your Definition
Of Performance Management?

     Performance Management---
 a process designed to help individuals
      practice Southern Style by
      achieving business results,
   demonstrating desired behaviors
     and accomplishing individual
          development plans.
Three Components of the
          Performance Plan
• Business Results
• Behaviors – except for Southern Style, this is
  a derivative of the Business Results: What
  are the behaviors that need to be
  demonstrated to achieve these results
• Development

Unofficial traditional components:
 job descriptive and departmental results
 goals
Case Study 1
You are “Supervisor” Jones. You are a customer service group. You typically serve
   internal customers. Your group has been established to reduce the amount of
   contract and outside help that your current customers have been using, draining
   the company of necessary resources.
Your business result is to retain $1.2 million in outbound resources. You have
   determined that the behaviors that need to be improved are your customer service
   skills. At the conclusion of the past year, you scored an average of 3.5 on your
   customer service satisfaction surveys. You have determined that by scoring a 3.7
   this year, you will retain that $1.2 million. This was based on observing an
   increase from 3.2 to the 3.5 the year past that resulted in a $1.8 million retention
   in previously outbound resources. This is exactly in line with the projections that
   brought the Customer Service Group in house.
You have determined that the focus this year is “Customer Service.” You’ve agreed
   as a team on what customer service should look like; specifically, you will greet
   them, value them, ask how you can help, listen to them, help them, and invite
   them back.
Based on the above information, write:
A Business results goal
A Behaviors goal
Critiquing Our Current
              Plans
Examine the Performance Plans you have
              with you :
 Business Results. How many of them
   are actually measurable goals?
 Are they really Business Results or
         are they Behaviors or
    Are they really job descriptive or
      departmental expectations?
Goal: A Definition
The state of affairs that a plan is intended to achieve and
  that (when achieved) terminates behavior intended to
  achieve it, but allows the continuation of that behavior
  to surpass it.

SMART Goals
• Simple (Not compound)
• Measurable
• Agreed upon in writing
• Realistic
• Time activated
Select a Goal (Business Result)
       from the Table Team

  1. Write it as a measureable goal

     2. Write a Behavior goal to
   support the achievement of the
        business result goal
Behaviors


What are the necessary behaviors that need to
 be demonstrated to accomplish the business
 results goals?

Clearly identify them and how they will be
  communicated and measured. Observation,
  Peer Review, Survey, Comparison, etc.
Behaviors

Discuss with your table team those
  behaviors that are required to meet the
  goals you have received and or rewritten.

What measures can you apply?

Spend time on each table team members’
  goals.
Scribing Exercise
After communicating an
expectation, “Silence” is
     not an option.
Addressing Performance Gaps
Feedback Guide

•   You…their understanding of expectations
•   Me…my understanding of expectations
•   It…what is the gap
•   Us…what are we going to do about it

      Expectations / Actual = Feedback
Case Study 2
 Role Play
Performance Notes




      Prepare
 “Documentation”
   as if you were
 supervisor Jones;
  use the forms in
       PM Tab

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Weatherington 2 Day 2 24

  • 2. Find this in your Performance Management Handouts
  • 3. What is Your Definition Of Performance Management? Performance Management--- a process designed to help individuals practice Southern Style by achieving business results, demonstrating desired behaviors and accomplishing individual development plans.
  • 4.
  • 5. Three Components of the Performance Plan • Business Results • Behaviors – except for Southern Style, this is a derivative of the Business Results: What are the behaviors that need to be demonstrated to achieve these results • Development Unofficial traditional components: job descriptive and departmental results goals
  • 6. Case Study 1 You are “Supervisor” Jones. You are a customer service group. You typically serve internal customers. Your group has been established to reduce the amount of contract and outside help that your current customers have been using, draining the company of necessary resources. Your business result is to retain $1.2 million in outbound resources. You have determined that the behaviors that need to be improved are your customer service skills. At the conclusion of the past year, you scored an average of 3.5 on your customer service satisfaction surveys. You have determined that by scoring a 3.7 this year, you will retain that $1.2 million. This was based on observing an increase from 3.2 to the 3.5 the year past that resulted in a $1.8 million retention in previously outbound resources. This is exactly in line with the projections that brought the Customer Service Group in house. You have determined that the focus this year is “Customer Service.” You’ve agreed as a team on what customer service should look like; specifically, you will greet them, value them, ask how you can help, listen to them, help them, and invite them back. Based on the above information, write: A Business results goal A Behaviors goal
  • 7. Critiquing Our Current Plans Examine the Performance Plans you have with you : Business Results. How many of them are actually measurable goals? Are they really Business Results or are they Behaviors or Are they really job descriptive or departmental expectations?
  • 8. Goal: A Definition The state of affairs that a plan is intended to achieve and that (when achieved) terminates behavior intended to achieve it, but allows the continuation of that behavior to surpass it. SMART Goals • Simple (Not compound) • Measurable • Agreed upon in writing • Realistic • Time activated
  • 9. Select a Goal (Business Result) from the Table Team 1. Write it as a measureable goal 2. Write a Behavior goal to support the achievement of the business result goal
  • 10. Behaviors What are the necessary behaviors that need to be demonstrated to accomplish the business results goals? Clearly identify them and how they will be communicated and measured. Observation, Peer Review, Survey, Comparison, etc.
  • 11. Behaviors Discuss with your table team those behaviors that are required to meet the goals you have received and or rewritten. What measures can you apply? Spend time on each table team members’ goals.
  • 13.
  • 14.
  • 15. After communicating an expectation, “Silence” is not an option.
  • 17. Feedback Guide • You…their understanding of expectations • Me…my understanding of expectations • It…what is the gap • Us…what are we going to do about it Expectations / Actual = Feedback
  • 18. Case Study 2 Role Play
  • 19. Performance Notes Prepare “Documentation” as if you were supervisor Jones; use the forms in PM Tab