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This tool calculates the two components of risk, the magnitude of the potential
loss, and the probability that the loss will occur. This is a valuable template
for organizations/teams taking a proactive approach to managing risks
throughout the performance initiative.
Roles and Responsibilities Template – The Roles and Responsibilities
Template identifies the roles and responsibilities of the individuals within the
performance management initiative. It includes the common performance
management team member titles and their typical roles, so that you only need
to insert the actual team members and additional responsibilities customized
to your service delivery. A useful template for organizations engaging in a
performance initiative for identifying who is the most qualified to tackle
necessary responsibilities for a successful implementation.
Strategic Alignment Template – The Strategic Alignment Template is a
scorecard that takes a look at your strategic objectives and strategic
measures and how they relate to the four perspectives of the Balanced
Scorecard: Customer Service, Financial, Internal Processes, and Learning
and Growth. This template will help your organization organize your strategic
objectives and document goals and performance. The Strategic Alignment
Template provides example objectives and measures for each of the
performance perspectives.
SWOT Analysis Template – The SWOT Analysis Template is a strategic
planning tool used to evaluate the Strengths, Weaknesses, Opportunities,
and Threats involved in your projects or performance initiative. This template
will help you identify the internal and external factors that are favorable and
unfavorable to achieving your objectives. This template will help you identify
negative factors in order to turn them into positive factors. To simplify the
process, included are criteria examples to help you identify those factors.
Vision and Performance Scope Definition Template –The Vision and
Scope Definition Template is a deliverable style template that simplifies the
process of defining the scope of the performance initiative. Understanding
the scope of your performance initiative is vital to managing performance and
the success of your performance initiative. This template helps organizations
document exactly what they will be delivering and what the boundaries of the
performance initiative are.
Planning Session Template – The Planning Session Template allows you to
manage the planning sessions outlined in the defining and planning stages of
the Lifecycle Performance Framework. This template includes meeting
agendas, agenda item descriptions, discussion leaders and meeting
objectives.
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