Performance Management Playbook Overview
This performance management playbook provides a structured framework for planning, goal setting, and evaluating employee performance. It includes critical tasks, touchpoints, timelines, and specific actions to ensure effective performance management within the HR department. The playbook outlines the process from kickoff to performance review completion, emphasizing the importance of clear goal setting, regular evaluations, and feedback mechanisms. It highlights the key stages involved in the performance management cycle and provides guidance for HR managers to successfully navigate each phase.
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Presentation Transcript
Free Playbook Template | Performance Management Playbook * Playbook Items consist of Tasks, Touchpoints (Email/Calendar/Call), Automated Mails, NPS Playbook Name PERFORMANCE MANAGEMENT PLAYBOOK * Individual Items can be assigned to Any Role within the organization Department HUMAN RESOURCES * Individual Timelines are measured in Days from Inception for quick Assessment Playbook Assignee SR. HR MANAGER * Critical Tasks are called out to halt proceeding on rest of Playbook, in case this gets delayed KICK OFF -120 to 75 DAYS FROM THE DATE OF PERFORMANCE APPRAISAL CONFIGURATION & LAUNCH Trigger Condition * Weightage allows true depiction of status, since each item cannot have equal importance Type Action Owner Action Owner Timeline (EOD) Critical (Yes/No) Milestone Task Trigger Status Weightage Primary Secondary Determine evaluation process, reward guidance and anticipated budgets 1 Planning Manual Running Task HR - India Leadership -120 Yes 7 2 Planning Establish eligibility criteria and cycle of evaluation Manual Running Task HR - India Leadership -100 Yes 8 Determine policies, skills, behaviors and other factors of evaluation 3 Planning Manual Running Task HR - India Leadership -100 Yes 8 4 Goal Setting Ensuring employee IDPs are set and checked on a regular basis Manual Running Touchpoint HR - India Managers -90 No 7 Ensuring goals are set and checked on a regular basis at: x x x x x
Free Playbook Template | Performance Management Playbook Type Action Owner Action Owner Critical (Yes/No) Milestone Task Trigger Status Timeline (EOD) Weightage Primary Secondary 7 5 Goal Setting Organization level to convey expectations Manual Running Task Leadership HR - India -90 No Managers/Hea ds 7 6 Goal Setting Department level to align expectations Manual Running Task HR - India -90 No 7 7 Goal Setting Employee level to meet expectations Manual Running Task Employee HR - India -90 No Completion of Manager 360 to assist in holistic evaluation of managers 8 8 Pre-Schedule Manual Running Task HR - India x -50 No 8 9 Pre-Schedule Enabling Manager 360 feedback visibility & analytics to all employees Auto Running Task HR - India x -45 No Completion of Employee 360 to assist in holistic evaluation of all employees 8 10 Pre-Schedule Manual Running Task HR - India x -20 No Enabling Employee 360 feedback visibility & analytics to all employees 8 11 Pre-Schedule Auto Running Task HR - India x -19 No Reviewing existing performance review template(s) and making relevant changes 8 12 Preparation Manual Running Task HR - India x -18 Yes 10 13 Preparation Notifying employees and preparing them for performance review Manual Running Touchpoint HR - India x -18 Yes Communication of rewards guidance and team-wise budgets to Managers 7 14 Preparation Manual Proposed Touchpoint HR - India Leadership -15 No 7 15 Preparation Defining the rating scale Manual Running Task HR - India x -7 Yes 8 16 Preparation Configuration of the annual performance review process Manual Running Task HR - India x 0 Yes 7 17 Process Completion of employee self-appraisal Manual Running Task Employee HR India 4 Yes 8 18 Process Completion of manager appraisal Manual Running Task Manager HR India 8 Yes
Free Playbook Template | Performance Management Playbook Type Action Owner Action Owner Critical (Yes/No) Milestone Task Trigger Status Timeline (EOD) Weightage Primary Secondary 8 19 Process Completion of one-to-one discussion Manual Running Touchpoint Manager HR India 12 Yes 10 20 Process Enabling performance appraisal visibility and sign-off Manual Running Task Manager HR India 15 Yes 6 21 Process Initiating post review feedback Auto Running Task Employee HR India 16 No HR - Leadership discussions on performance gaps and salary appraisals 7 22 Strategy Manual Running Touchpoint HR - India Leadership 16 Yes 8 23 Communication Communication of salary appraisals to the Managers Manual Running Touchpoint HR - India x 18 Yes 8 24 Communication Communication of salary appraisals to the employees Manual Running Touchpoint HR - India x 20 Yes 10 25 Communication Updating payroll changes to the Finance Dept Manual Running Touchpoint HR - India Finance 23 Yes 10 26 Communication Completion & issue of HR letters Manual Running Touchpoint HR - India x 25 Yes 7 27 Communication Initiating HR - Employee connect Manual Running Touchpoint HR - India x 30 No 8 28 Communication Summarizing findings and appraising the leadership Manual Running Touchpoint HR - India x 45 Yes 29 ImplementationMapping the training requirements from the appraisal process to L&D calendar 7 Manual Proposed Task Manager HR India 60 No 7 30 Implementation Mapping development needs to the IDP Manual Proposed Task Manager HR India 75 No 7 31 Implementation Re-aligning the individual employee goals as required Manual Proposed Task Manager HR India 75 No
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