Slides correspond to the webinar: https://go1.predictiveindex.com/webinar/the-keys-to-effective-performance-management

1. WEBINAR
6 keys to effective
performance management

2. THE PREDICTIVE INDEX
Housekeeping
• 45 min presentation | 15 min live Q&A
• Submit questions in the Q&A box at the bottom.

3. THE PREDICTIVE INDEX
Speakers
Miranda Nicolson
VP of Human Resources
Formstack
Drew Fortin
SVP of Sales & Marketing
The Predictive Index

4. THE PREDICTIVE INDEX
Average
Performance
Great
Performance
Poor
Performance
PROMOTESHAPE UP
PIP OUT
Your average increases over time.
Performance Management is broken.

5. An annual
ritual.

6. THE PREDICTIVE INDEX
Average
Performance
Great
Performance
Poor
Performance
PROMOTESHAPE UP
PIP OUT
Your average increases over time.
Dirty money.
💰💰💰💰💰💰Job? ✅

7. An annual
ritual excuse
for...
...bad management
...misaligned incentives
...cowardess
...lack of accountability

8. THE PREDICTIVE INDEX
We do not need more and different ‘engagement’ and ‘empowerment’
programmes to mitigate the unintended consequences of performance
management, but instead we need to remove the tortuous organizational
clutter that has built up from the belief in the value of performance
management practices, and let people work together without this unhelpful
and damaging process.
- Joanna Wilde, author of The Social Psychology of Organizations

9. THE PREDICTIVE INDEX
Performance Management
Leadership

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Vestibulum congue
Set Clear
EXPECTATIONS
How to lead through performance management.

11. THE PREDICTIVE INDEX
Vestibulum congue
Set Clear
EXPECTATIONS
Leading through performance management.

12. THE PREDICTIVE INDEX
Clearly define objectives & key results (OKRs)
Poorly-defined objective: Reaching $50M in 2019.
Well-defined objective: Increase revenue by >30% YoY to hit $50M in 2019.
Poorly-defined key result: All account executives meet quota
Well-defined key result: All account executives meet ≥ $80K/month quota

13. THE PREDICTIVE INDEX
Set accountability
up front.

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Vestibulum congue
Set Clear
EXPECTATIONS
Leading through performance management.

15. THE PREDICTIVE INDEX

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1:1 vs. personal development
1:1s are
for work
Make personal
development stand out

17. THE PREDICTIVE INDEX
Vestibulum congue
Set Clear
EXPECTATIONS
Leading through performance management.

18. THE PREDICTIVE INDEX
The best feedback is...
❏ Timely
❏ Truthful
❏ Specific
❏ Unassuming
❏ Unrushed
❏ Positive

19. THE PREDICTIVE INDEX
Vestibulum congue
Set Clear
EXPECTATIONS
Leading through performance management.

20. THE PREDICTIVE INDEX
Why accountability is so hard.
ACCOUNTABILITY
You need this.
Before you can get that.
From Patrick Lencioni’s 5 Dysfunctions of a Team

21. THE PREDICTIVE INDEX
Vestibulum congue
Set Clear
EXPECTATIONS
Leading through performance management.

22. THE PREDICTIVE INDEX

23. THE PREDICTIVE INDEX
Vestibulum congue
Set Clear
EXPECTATIONS
Leading through performance management.
Continuous review and
optimization.

24. THE PREDICTIVE INDEX
Ask your team...
• What’s gone well
• What could be improved?
• How are the tools you’re using working?
• How long does the process take from start to finish?
• What does the monetary investment look like?
• What manual tasks could be automated?
• How is data shared and stored?
• Has employee performance increased as a result of your new processes?

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Good management is what your
people do when you’re not there.

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Q&A
Submit your questions in the Q&A box at the bottom of the screen.

27. THE PREDICTIVE INDEX
Thank you for joining us!
Learn how The Predictive Index helps managers:
predictiveindex.com
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formstack.com