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Performance Management Transitions: What's the best way to move to a performance mgmt environment?

Change Management Quiz : What steps would you implement to move a work environment from being a reactive mission based environment to being a forward-looking goals based performance management environment? Little background: Yearly increases are (will be) tied to performance, and a Unions are involved. Any major problems that you can see/forecast?

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E. James (Jim) Brennan
Senior Associate, ERI Economic Research Institute
Posted on Oct. 19, 2011

It took almost 500 pages to cover that topic in detail in "The Performance Management Workbook": http://www.amazon.com/Performance-Management-Workbook-James-Brennan/dp/013658.... My mantra theme was "ready, aim, fire, score, adjust... then repeat."

Don't be surprised if none of the answers in an online comment string are comprehensive. ;-)

P.S. Your union situation creates very special dynamics with a plethora of potential problems not encountered in the normal P4P universe. But it can be done. Seek out a qualified consultant with labor relations experience.

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Robert Bacal
Robert Bacal Replied on Jan. 29, 2012

It only took me 200 pages http://www.amazon.com/gp/product/0071772251/ref=as_li_ss_tl?ie=UTF8&tag=bacal... but I suspect you might have been more thorough.

I've been in a number of projects to "move" performance management so it adds value, and I agree with the comments others have suggested. To add, the transition takes a minimum of two years to get it to be self-sustaining, and it requires senior executive commitment and visibility. It's an organizational change process and it's a tough slog because people throughout the organization need to modify what they assume about managing performance. There's incredible inertia to overcome.

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JAMES PAPIANO
Human Resources
Posted on Oct. 18, 2011
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There are several aspects to your question, and I am only going offer a thought on part: design the transition with emphasis on what's in it for ee's, and design the process so that ee's are driving goal-setting and evaluation. In this way the frame can be as much about ee empowerment, career path/advancement, and ownership of performance as it is about results, meritocracy, or pay for performance.

I would customize the messages and processes for the environment and situation. But generally, determining how the transition is solving ee problems/frustrations and empowering ee's to drive things and get rewarded for it can get help get people on board.

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Crispin Garden-Webster
Director, GardenWebster Ltd
Posted on Oct. 18, 2011
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Be crystal clear about accountabilities and agree on expectations. It ain't about the appraisal form or the scales and ratings, it's about the conversations. Best practice is no form.

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E. James (Jim) Brennan
Senior Associate, ERI Economic Research Institute
Posted on Jan. 29, 2012
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@Robt B: Agree PM didn't require so many pages. Prentice Hall insisted I expend P4P to encompass total Talent Management from employment recruiting through termination procedures. That made it a basic "how-to" text for small businesses without professional HR/comp staffers.

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Robert Bacal
Robert Bacal Replied on Jan. 31, 2012

Makes sense. Performance management is funny. One can explain it in one page, or in 400 pages, depending on how deeply one wants to delve. It's a rich subject that ties in to all kinds of psychological issues and organizational ones.

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Charlie Judy
Global Director, HR Strategy & Operations, Navigant
Posted on Feb. 1, 2012
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start at the top. if the leaders can't (openly) embrace the philosophy, its value to the organization, and demonstrate it by taking it serious with themselves (e.g. putting together meaningful performance objectives and holding themselves accountable to them), getting everyone else on board is a daunting (if not impossible) task.

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