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Performance
Management for
Managers- The Process
V1.0 Dec. 13
2
Intrax Consulting Engineers Pty Ltd

Agenda
Setting up the document;
Ongoing discussions;
Review;
Summary.
3
Intrax Consulting Engineers Pty Ltd

Setting up the Review Document
Goals
Skills
Values
Development Plan
4
Intrax Consulting Engineers Pty Ltd

Goals
Related to Company and Department
objectives;
Must be:
SMART;
Pertinent to the person;
Person may not always be in ‘control’ of goal, but
must be able to at least ‘influence’.
No more than 5.
5
Intrax Consulting Engineers Pty Ltd

Skills
Relate to what is required to perform the
current role;
Could also be 1-2 to future role (eg: next level
of engineer, management);
Use the Competency doc’s on the Intranet;
No more than 5!
6
Intrax Consulting Engineers Pty Ltd

Values
Nothing to do in the setup phase, other than to
explain what will be expected during the year;
7
Intrax Consulting Engineers Pty Ltd

Development Plan
Identify gaps in Goals, Skills, Values and/or
Career ambition;
To achieve Chartered or RBP status;
Based on gaps; document 2-4 development
activities;
Could be:
 On job work, projects;
 Internal training;
 External training.
8
Intrax Consulting Engineers Pty Ltd

Ongoing Discussions
This is the MOST important part of the process
and the part we are doing the worst at;
Setup and review in July/Aug;
Meet more formally every 1-3 months 1-1 to
discuss progress;
Every opportunity to provide feedback should
be used. (document);
Remember, this is a DEVELOPMENT exercise!
9
Intrax Consulting Engineers Pty Ltd

New Workplace Bullying Laws
1st January 2014
Employees being bullied at work will be able to
apply directly to Fair Work Commission for an
order to stop the bullying.
‘Bullying’ is repeated unreasonable behaviour
towards a worker that causes a risk to health &
safety;
but does not include ‘reasonable management
action carried out in a reasonable manner’.
10
Intrax Consulting Engineers Pty Ltd

Implications for Performance
Management?

An employee being performance managed by
manager/supervisor could delay process by lodging a
bullying claim & forcing Commission to intervene.
Hence, crucial for businesses to ensure
managers/supervisors are able to fulfil PM function
in a defensible way, following a robust PM process.
11
Intrax Consulting Engineers Pty Ltd
12
Intrax Consulting Engineers Pty Ltd

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Performance mgt for managers dec13

  • 2. 2 Intrax Consulting Engineers Pty Ltd Agenda Setting up the document; Ongoing discussions; Review; Summary.
  • 3. 3 Intrax Consulting Engineers Pty Ltd Setting up the Review Document Goals Skills Values Development Plan
  • 4. 4 Intrax Consulting Engineers Pty Ltd Goals Related to Company and Department objectives; Must be: SMART; Pertinent to the person; Person may not always be in ‘control’ of goal, but must be able to at least ‘influence’. No more than 5.
  • 5. 5 Intrax Consulting Engineers Pty Ltd Skills Relate to what is required to perform the current role; Could also be 1-2 to future role (eg: next level of engineer, management); Use the Competency doc’s on the Intranet; No more than 5!
  • 6. 6 Intrax Consulting Engineers Pty Ltd Values Nothing to do in the setup phase, other than to explain what will be expected during the year;
  • 7. 7 Intrax Consulting Engineers Pty Ltd Development Plan Identify gaps in Goals, Skills, Values and/or Career ambition; To achieve Chartered or RBP status; Based on gaps; document 2-4 development activities; Could be:  On job work, projects;  Internal training;  External training.
  • 8. 8 Intrax Consulting Engineers Pty Ltd Ongoing Discussions This is the MOST important part of the process and the part we are doing the worst at; Setup and review in July/Aug; Meet more formally every 1-3 months 1-1 to discuss progress; Every opportunity to provide feedback should be used. (document); Remember, this is a DEVELOPMENT exercise!
  • 9. 9 Intrax Consulting Engineers Pty Ltd New Workplace Bullying Laws 1st January 2014 Employees being bullied at work will be able to apply directly to Fair Work Commission for an order to stop the bullying. ‘Bullying’ is repeated unreasonable behaviour towards a worker that causes a risk to health & safety; but does not include ‘reasonable management action carried out in a reasonable manner’.
  • 10. 10 Intrax Consulting Engineers Pty Ltd Implications for Performance Management? An employee being performance managed by manager/supervisor could delay process by lodging a bullying claim & forcing Commission to intervene. Hence, crucial for businesses to ensure managers/supervisors are able to fulfil PM function in a defensible way, following a robust PM process.