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PERFORMANCE MANAGEMENT

VIDEOS

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HANDOUT:
Performance Management Introduction

This handout provides an excellent overview of the key concepts for performance management, including an orientation to the three core practices (Expectation Conversations, Feedback Conversations and Accountability Conversations).

HANDOUT:
Expectation Conversations

This handout drills down into the specific Performance Management skill that we call "Expectation Conversations." You will learn about making expectations explicit, reinforcing expectations, and how to tie expectations for activities and outcomes to job descriptions.

WORKSHEET:
Expectation Conversations

This worksheet will help you prepare for and implement your main assignment for this section which is to prepare for and conduct a discussion with your direct reports. In addition to identifying the "Expectations for Activities" and "Expectations for Outcomes" for your direct reports, you will also apply this same methodology for your own role and look at the activities and outcomes your boss expects of you in your role. [Google Doc you need to download as a Word doc so you can type into it.]

HANDOUT:
Feedback Conversations

This handout drills down into the specific Performance Management skill that we call "Feedback Conversations." You will learn about the S-B-I formula that you will use to give both positive and corrective feedback, as well as pro tips for giving feedback that will ensure that it is both a pleasant and a productive experience for both parties.

WORKSHEET:
Feedback Conversations

This worksheet helps you apply what you learned from the "Feedback Conversations" lesson. You will apply the S-B-I formula to write out give both positive and corrective feedback that you will give to an employee.

HANDOUT:
Accountability Conversations

This tutorial video provides a clear description of the key concepts and the main instructions "Accountability Conversations." Please study this handout on a different day than the day you watch and study the accompanying video (above). Retention is increased by completing these two assignments (video and handout) on different days.

WORKSHEET:
Accountability Conversations

This worksheet will help you put into practice in your own management and leadership the techniques and skills you have been learning in this part of the training. Download this document as a Word doc (using the drop down menu) so that you can type your answers into the worksheet.

WORKSHEET: Strategic Thinking & Planning

This is your worksheet for Part Two of this program. This worksheet will help you improve your strategic thinking and planning in navigating a dynamic business environment. It outlines the definition of strategic thinking, highlights observable behaviors of strategic leaders, and emphasizes the process of prioritizing activities based on leverage. [Google Doc you need to download as a Word doc so you can type into it.]

Tool: Prioritization Matrix Template

Use the Prioritization Matrix Tool to help you prioritize your highest-leverage projects and initiatives for the year. This is a very powerful tool for strategic planning, prioritizing, strategic decision-making, and organizational alignment.

[Google Doc you need to download it or make a copy so you can type into it.]