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Performance Management Templates
This guide has illustrated the topics that are discussed throughout The 120
Day Plan: Step by Step Guide. This section outlines the templates that are
included in The Lifecycle Performance Management Kit and brief
descriptions of each.
The performance management templates bring structure and organization to
any performance management initiative. These templates are designed to
save you time on developing and formatting performance deliverables and
money researching what information is most valuable to capture. Created to
support the Lifecycle Performance Framework, these templates will help
make your performance initiative go smoothly. This section provides a
description of each template included in The Lifecycle Performance
Management Kit.
Defining Phase Templates
Business Objectives and Alignment - The Business Objectives and
Alignment Matrix is a description of the business justification for implementing
a performance initiative. This includes the high-level objectives that the
initiative is intended to satisfy and the anticipated business benefit of those
objectives. Objectives include both enhanced execution of business
processes and performance throughout your organization. The objectives are
described in terms of the capability expected from the initiative, the business
benefit, and the estimated value of that benefit in terms of increased revenue,
reduced cost, or some key intangible, such as improved customer relations.
These objectives guide the business and system scope of the performance
initiative.
Organizational Impact Assessment – The organizational Impact
Assessment Template provides a description of the magnitude of changes to
roles, responsibilities, skills, and reporting structures should they take place.
It is organized by performance activity or interrelated groups of performance
activities. The assessment estimates the number of affected staff positions,
and identifies the training, staffing, and cultural implications of the changes as
well. If alternatives are identified, the relative impacts of each alternative are
specified.
Risk Assessment Template – The Risk Assessment Template will help your
organization determine the quantitative and/or qualitative value of risks
related to recognized threats. The risk assessment template contains a
probability/impact matrix and a risk log that captures risk impact, trigger
events, probability of occurrence, and mitigation and response strategies.
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