1. Managing Performance
Managing Performance: April 2012 1

2. Domestics
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3. How do you feel about managing
performance?
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4. We will cover the following:
• Why manage performance?
• Why have a process?
• Performance Management cycle
• Performance Management (Formal/Informal)
• Performance Management (Meetings)
• In practice – scenarios
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5. Why manage performance?
• Goals and objectives as a organisation/
department/team/individual.
• Regular conversations about
workload, objectives, developmental needs
and other people related issues.
• Manage the above through ‘Performance
Management’ = structured approach.
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6. Why have a process?
• Objective
• Fairness and consistency
• Avoid legal repercussions
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7. Performance management cycle
1. Agree
objectives
7. Recognise & 2. Communicate
reward success expectations
3. Create action
6. Review plan
performance
5. Provide 4. Monitor and
development support
opportunities
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8. Performance Management –informal
What is the process?
Fill in the b _ an _ s
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9. Conducting meetings – informal (PIP)
• arrange room,
Pre-meeting • prep documents e.g. PIP and meeting guidance
documents,
• gain HR guidance.
• introductions and purpose
Beginning • issues and repercussions of no improvement
• format of meeting(s)
• duration of PIP process
Middle • issues and solutions with timescales (from them
and you).
End • clarify agreements made
• arrange next/all meetings
Post-meeting • confirm meetings e.g. calendar invites
• follow through on any actions agreed from you
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10. Performance Management – formal
What is the process?
Fill in the b _ an _ s
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11. Conducting meetings - formal
• guidance tools
Pre-meeting • review investigation docs.
• clarify questions
• introductions and purpose
Beginning • allegations and potential outcome
• format of meeting
Middle • ask questions/clarify with evidence
• adjourn and re-adjourn for decision
End • sanction and right to appeal with
timescales
Post-meeting • letter and notes
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12. Scenarios
What would you do?
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13. We have covered the following:
• Why manage performance?
• Why have a process?
• Performance Management cycle
• Which way? (Formal/Informal)
• In practice – scenarios
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14. Take-away
• New learning today
• Do different after today
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15. Questions?
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