Introduction
A
plan is only as good as the paper it is written on, until it is
implemented. Getting the right staff is the very first step but
making sure that the right staff are doing the right things and doing
them effectively and efficiently is another important task. Peter
Drucker said that 'Plans are only good intentions until they
deteriorate into hard work'
Problem Statement
Managing
staff is one of the areas where entrepreneurs and smaller businesses
seem to have challenges. Many supervisors know how to supervise tasks
and jobs but they do not know how to manage performance. Walk into
some organizations during appraisal time and you can cut the
atmosphere with a knife, it is that tense. In some cases the
appraisees are on tenterhooks and in as many cases, both appraisers
and appraisees are afraid to face each other. This usually stems from
the fact that the organisation has a goal setting process and an
appraisal process but the two are not connected via a performance
management process.
In
some other organizations appraisal time creates no tension for
appraisers and appraisees, both parties are pleased with each other
but the corporate goals and objectives are not being achieved. This
again is caused by the absence of a performance management process
that is tied to the corporate goals and objectives.
Previous Options
In
organization’s where a performance management process does not
exist and where appraisal breeds tension, the tendency is to let
appraisals slip. Where they still take place, nobody takes it serious
and nothing is done with the results, it becomes a dreaded annual
ritual with no meaning or value. In the other organizations where no
tension exists, it is already a meaningless ritual, that will
eventually become a tradition that no one questions.
I recommend a performance management process and
system that aligns strategic goals to individual goals and
appraisals. It will not be a perfect 'line of sight', but the
relationship between the strategic objectives for which the staff
member is partly or wholly responsible, and his personal goals for
the period will be articulated and factored in.
This can
be done in the following five steps;
- Strategic Planning – In the first step the strategic plan will be developed and documented in a facilitated retreat
- Strategic Mapping – In this step the organisation will identify the cause and effect linkages between the goals it wants to achieve and the actions it must take.
- Performance control systems design- Having mapped the goals to the action steps or initiatives, these initiatives should be assigned to owners (staff members). Measures of success for achievement of those goals as well as targets, triggers, milestones, deadlines and review frequency should be developed for subsequent monitoring and control.
- Performance Monitoring – According to the review frequency for each initiative, monitoring should take place with an emphasis on taking corrective action where triggers have been pulled or where targets, milestones and deadlines are behind.
- Evaluation and Appraisal – At the designated cut-off period a formal evaluation and appraisal should then be carried out. Having completed the four earlier steps, nothing should come as a surprise to the appraiser or appraisee.
Benefit 1
Using
this approach your focus is on corporate goals and objectives,
providing the best possible environment for achieving them.
Benefit 2
Using
this approach you will not get side tracked by everyday routines and
lend up losing focus of strategic initiatives at goal setting, at
implementation or at appraisal.
Benefit 3
Using
this approach you are able to manage the perception of the process as
one geared towards performance improvement as opposed to 'score
giving' or 'score settling'.
Benefit
4
Using
this approach you are able to energize staff who are daily in tune
with corporate goals, that are aligned with their own individual
goals. These kind of staff do not need external motivation to make
them put in their best and the 'end of period appraisal' is one they
can now look forward to with enthusiasm.
Summary
Implementing
a performance management system and process for staff is one that
avoids corporate surprises as well as individual staff surprises. The
performance results at corporate and individual staff level will be
closer to the plan.
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