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management team must know in order to ensure a smooth transition with
minimal pushback.
Metrics Repository Templates – Developing a metrics repository is one of
the first steps in managing performance. The Metrics Repository Template
includes three metric repository templates that illustrate the performance
measures and methods to track them. These templates will help your
organization define and classify metrics, validate the parameters and
calculations, specify when and how the metrics will be measured, and
document baseline performance and performance variances.
Report Repository Template – Reporting is the most visible output in the
performance management process. As your performance initiative gains
momentum and stakeholder’s begin to understand the value and necessity of
analyzing performance, the demand for reports from all areas of your
organization will increase. The Report Repository Template provides a
comprehensive list of all routine reports generated by your organizational
departments. This list will be used as a basis for determining reporting
requirements in your performance initiative. This report comes with
instructions on how to populate the template.
Performance Methodology Implementation Template– The Performance
Methodology Implementation Template is designed to help you plan and
implement the processes identified in the Step by Step Guide to Implementing
a World Class Performance Solution. The template simplifies the processes
by letting you list the steps outlined in the guide, and document the actions,
responsibilities, anticipated results, business objectives supported, and
dependencies.
Performance Management Pre-Implementation Template – The preimplementation
questionnaire template increases the success of your
performance implementation and the overall understanding of the impact the
initiative will have on your organization through a series of questions
designed to ensure that all stakeholders have buy-in and confidence in the
success of the initiative. This questionnaire requested feedback from these
stakeholders and captures potential roadblocks.
Performance Management Plan - The Performance Management Plan
Template is a deliverable style document that provides a framework for your
performance management approach and performance tracking. The plan
includes a performance management activities matrix which reflects by
functional role the assigned responsibilities for key performance management
activities. Also included are a performance objectives section and a section for
documenting performance standards and management processes.
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