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Introduction to Performance Management 
Derek Hendrikz
Copyright © 2014 
Derek Hendrikz Consulting 
www.derekhendrikz.com
Performance management: planning, improvement and review 
Plan Do Check 
PERFORMANCE 
PLANNING 
Performance 
priorities 
PERFORMANCE IMPROVEMENT 
Continuous 
improvement 
Re -engineering 
PERFORMANCE 
REVIEW 
Performance 
measurement 
Stable 
part 
Temporary 
part 
Performance 
eva luation 
EXTERNAL REQUIREMENTS 
Vision 
Strategies 
Stakeholders 
- Customers 
- Authorities 
- etc. 
PERFORMANCE 
REFERENCE 
Compara tive benchma rking 
External audit 
Customer survey 
Competitor analysis 
SELF-AUDIT 
Key process 
review 
Act 
Performance gap
Performance Management: 
The design, development, implementation, 
management and monitoring of systems and 
processes that are aimed at maximising human 
performance in the workplace. 
www.derekhendrikz.com
IMPORTANCE OF PM 
• Employees know and understand what is expected 
from them 
• Have skills and ability to deliver on expectations 
• Individuals take responsibility for their own 
development 
• Management takes responsibility for improvement of 
business processes through development of people 
07/18/07 
www.derekhendrikz.com
PLACE OF PM IN HR 
07/18/07 
Recruitment & 
Placement 
Induction: 
Expectations Culture 
Performance 
Management 
Identify gaps 
Train & 
Develop 
Reward/Punish 
Service Termination 
Change 
placement 
www.derekhendrikz.com
Role of the individual to ensure 
organizational performance 
• An organisation is a lifeless entity 
• It requires people (individuals and teams) 
• People are required to perform certain inter-related/ 
dependent functions, just like a system 
• Organisation effectiveness is a team effort 
07/18/07 
www.derekhendrikz.com
SYSTEMS APPROACH 
• System consists of different parts 
• Each is dependent on the other 
• The whole is more than the sum of 
its parts 
• All the parts must have shared 
understanding of what is to be 
achieved 
07/18/07 
www.derekhendrikz.com
PERFORMANCE MANAGEMENT PROCESS 
• Strategic: 
about long term goals and plans 
• Improvement: 
aimed at improving performance of individuals and 
teams 
• Development: 
continuous development of individuals and teams so 
they can remain up to standard 
www.derekhendrikz.com
PERSONNEL DEVELOPMENT 
TRAINING 
AND 
DEVELOPMENT 
ON THE JOB:IN SERVICE 
FORMAL: OWN STUDY 
COURSES 
Coaching WORSHOPS 
Mentoring 
www.derekhendrikz.com
STARTING the PM Process 
1. Develop a job description 
1. Describes what an employee will do 
2. Describes required knowledge, skills and attitude 
3. Specifies relevant equipment/ tools to support the 
employee 
2. Each job is divided into a number of functions and 
tasks 
3. Performance management tool is then developed 
www.derekhendrikz.com
PERFORMANCE MANAGEMENT TOOL 
• Key Performance Area (KPA): functions that 
include tasks which an employee is required to 
perform 
• Outputs: products and services that must be 
produced 
• Key Performance Indicators: shows that tasks 
have been executed and meet specific standards: 
time, quality, quantity and use of resources 
www.derekhendrikz.com
MANAGEMENT OF PM 
• Monitor behavior and objectives 
• Reinforce desired behaviors and objective 
attainment 
• Redirect inappropriate behaviors 
• Provide control 
www.derekhendrikz.com
APPRAISAL: REVIEW AND ASSESSMENT 
• Formal meeting of employee and supervisor 
• Both employee and supervisor rate achievement 
• Identify areas that require development 
• Develop a plan (PDP) 
• Determine how it will be achieved 
• Record agreements and commitments 
www.derekhendrikz.com
Why does Performance Management often not work? 
• Failure to implement. 
• Ineffective communication. 
• No monitoring systems in place. 
• Ineffective corporate policy governing performance 
management issues. 
• Ineffective criteria, and measurement tools. 
• Not tied to reward or punishment. 
• Not directly linked to organisational strategy. 
www.derekhendrikz.com
Corner Stones of Performance 
Management 
www.derekhendrikz.com
Planning: 
• Establish performance targets. 
• Identify job behaviours. 
• Identify basis for measuring performance. 
• Provide direction, initial energising of behaviour. 
www.derekhendrikz.com
Managing: 
• Monitor behaviour & objectives. 
• Reinforce desired behaviours and objective 
attainment. 
• Redirect inappropriate behaviours. 
• Provide control. 
www.derekhendrikz.com
Appraising: 
• Formal meeting of employee and manager. 
• Written record. 
• Focus on future and employees development. 
• Provide for re-planning and new objective 
establishment. 
www.derekhendrikz.com
Direct: 
• Key result areas. 
• Performance indicators. 
• Required behaviours. 
www.derekhendrikz.com
Reward: 
• Evaluate. 
• Reinforce. 
www.derekhendrikz.com
Introduction to Performance Management by Derek Hendrikz

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Introduction to Performance Management by Derek Hendrikz

  • 1. Introduction to Performance Management Derek Hendrikz
  • 2. Copyright © 2014 Derek Hendrikz Consulting www.derekhendrikz.com
  • 3.
  • 4. Performance management: planning, improvement and review Plan Do Check PERFORMANCE PLANNING Performance priorities PERFORMANCE IMPROVEMENT Continuous improvement Re -engineering PERFORMANCE REVIEW Performance measurement Stable part Temporary part Performance eva luation EXTERNAL REQUIREMENTS Vision Strategies Stakeholders - Customers - Authorities - etc. PERFORMANCE REFERENCE Compara tive benchma rking External audit Customer survey Competitor analysis SELF-AUDIT Key process review Act Performance gap
  • 5. Performance Management: The design, development, implementation, management and monitoring of systems and processes that are aimed at maximising human performance in the workplace. www.derekhendrikz.com
  • 6. IMPORTANCE OF PM • Employees know and understand what is expected from them • Have skills and ability to deliver on expectations • Individuals take responsibility for their own development • Management takes responsibility for improvement of business processes through development of people 07/18/07 www.derekhendrikz.com
  • 7. PLACE OF PM IN HR 07/18/07 Recruitment & Placement Induction: Expectations Culture Performance Management Identify gaps Train & Develop Reward/Punish Service Termination Change placement www.derekhendrikz.com
  • 8. Role of the individual to ensure organizational performance • An organisation is a lifeless entity • It requires people (individuals and teams) • People are required to perform certain inter-related/ dependent functions, just like a system • Organisation effectiveness is a team effort 07/18/07 www.derekhendrikz.com
  • 9. SYSTEMS APPROACH • System consists of different parts • Each is dependent on the other • The whole is more than the sum of its parts • All the parts must have shared understanding of what is to be achieved 07/18/07 www.derekhendrikz.com
  • 10. PERFORMANCE MANAGEMENT PROCESS • Strategic: about long term goals and plans • Improvement: aimed at improving performance of individuals and teams • Development: continuous development of individuals and teams so they can remain up to standard www.derekhendrikz.com
  • 11. PERSONNEL DEVELOPMENT TRAINING AND DEVELOPMENT ON THE JOB:IN SERVICE FORMAL: OWN STUDY COURSES Coaching WORSHOPS Mentoring www.derekhendrikz.com
  • 12. STARTING the PM Process 1. Develop a job description 1. Describes what an employee will do 2. Describes required knowledge, skills and attitude 3. Specifies relevant equipment/ tools to support the employee 2. Each job is divided into a number of functions and tasks 3. Performance management tool is then developed www.derekhendrikz.com
  • 13. PERFORMANCE MANAGEMENT TOOL • Key Performance Area (KPA): functions that include tasks which an employee is required to perform • Outputs: products and services that must be produced • Key Performance Indicators: shows that tasks have been executed and meet specific standards: time, quality, quantity and use of resources www.derekhendrikz.com
  • 14. MANAGEMENT OF PM • Monitor behavior and objectives • Reinforce desired behaviors and objective attainment • Redirect inappropriate behaviors • Provide control www.derekhendrikz.com
  • 15. APPRAISAL: REVIEW AND ASSESSMENT • Formal meeting of employee and supervisor • Both employee and supervisor rate achievement • Identify areas that require development • Develop a plan (PDP) • Determine how it will be achieved • Record agreements and commitments www.derekhendrikz.com
  • 16. Why does Performance Management often not work? • Failure to implement. • Ineffective communication. • No monitoring systems in place. • Ineffective corporate policy governing performance management issues. • Ineffective criteria, and measurement tools. • Not tied to reward or punishment. • Not directly linked to organisational strategy. www.derekhendrikz.com
  • 17. Corner Stones of Performance Management www.derekhendrikz.com
  • 18. Planning: • Establish performance targets. • Identify job behaviours. • Identify basis for measuring performance. • Provide direction, initial energising of behaviour. www.derekhendrikz.com
  • 19. Managing: • Monitor behaviour & objectives. • Reinforce desired behaviours and objective attainment. • Redirect inappropriate behaviours. • Provide control. www.derekhendrikz.com
  • 20. Appraising: • Formal meeting of employee and manager. • Written record. • Focus on future and employees development. • Provide for re-planning and new objective establishment. www.derekhendrikz.com
  • 21. Direct: • Key result areas. • Performance indicators. • Required behaviours. www.derekhendrikz.com
  • 22. Reward: • Evaluate. • Reinforce. www.derekhendrikz.com