Performance Management 101

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Performance Management 101 December 5, 2017 Presented by Gary Weiers

Introduction 1. Gary Weiers 4 years as Consultant with DDA Organizational and executive search 11 years as Rice County Administrator Human Services 2. AMC and DDA partnership Enhance human resource services 3. Pathways program 4. New HR service program Hotline Resource library Others

Anticipated Outcomes 1. Understand performance management 2. Be comfortable addressing employee issues 3. Understand the difference between performance appraisal and performance management 4. Increased confidence and competence in handling human resource related matters

What is Performance Management

Performance management is the management of employees, departments, and organizations for the purpose of ensuring that goals and objectives are being reached efficiently and effectively. It involves defining what effective performance looks like and includes the development and use of tools and procedures necessary to measure performance. A successful performance management program helps an employer retain talented employees, keep them engaged, enhance employee learning, build a winning corporate culture, and be a successful company. -Society for Human Resource Management

The Importance of

The most expensive thing in this world is TRUST It can take YEARS to EARN and only a matter of SECONDS to LOSE

Continuum of Performance Management 1. Performance Appraisal 2. Ongoing Performance Communication 3. Performance Improvement

Performance Appraisals Why do them? Engagement Staff Retention Performance Improvement Fairness Customer Service Improvement

Potential Concerns Halo Effect Recent Events are the Only Ones Remembered Fairness Minnesota Nice Centering

Schwanke Case Implications 1. Background information i. The case 2. Accuracy and completeness of information 3. Objectively verifiable i. Who ii. What iii. Where iv. When v. How and why 4. Factual 5. Document, document, document 6. Documentation to substantiate information must be maintained 7. Clarity and quality 8. Challenge process i. Employee must challenge with responsible authority first ii. Review

Setting Smart Goals SMART is an acronym that you can use to guide your goal setting. To make sure your goals are clear and reachable, each one should be: Specific (simple, sensible, significant). Measurable (meaningful, motivating). Achievable (agreed, attainable). Relevant (reasonable, realistic and resourced, results-based). Time bound (time-based, time limited, time/cost limited, timely, time-sensitive).

Setting Goals Samples of Smart Goals On an ongoing basis, reconcile the department financial reports by the 15th of every month with no increase in reconciliation errors. Coach and support direct reports resulting in them reporting that they were provided with clear expectations, meaningful feedback and fair performance evaluations by the end of the fiscal year. Small group exercise Report back

Ongoing Communication 1. Continuous Process 2. Positive and Negative 3. Coaching

Definition of Coaching Extending traditional training methods to include focus on 1. an individual s needs and accomplishments 2. close observation, and 3. impartial and non-judgmental feedback on performance. Source- Business Dictionary

Performance Issues 1. When to take action i. Importance of timely response ii. Won t get better with time 2. When to contact HR 3. What is the appropriate action 4. Documentation i. Who ii. What iii. Where iv.when v. Why- from the employee 5. Impact of union contracts

Performance Improvement Plans (PIP) 1. Review situation with HR 2. Documentation 3. Action Plan 4. Meet with Employee 5. Follow up 6. Conclusion 7. Impact of union contracts

Example: John Doe does not get along with his co-workers. He is critical of others performance and occasionally uses inappropriate language in his criticism of others. When asked to stop, he simply laughs and walks away only to do it over and over.

Questions? Thank you! Gary Weiers Management Consultant DDA Human Resources, Inc. A David Drown Associates Company gary@daviddrown.com 1327 Merrywood Court Faribault, MN 55021 Phone: 612-920-3320 xtn 109 Cell: 507-491-0325 www.daviddrown.com