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Lifecycle Lifecycle Performance Performance Professionals Professionals 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. © 2009 Lifecycle-performance-pros.com All rights reserved 56
Lifecycle Lifecycle Performance Performance Professionals Professionals Logic Model Template – The Logic Model Template is a decision support tool used to visually describe the linkages between program goals, activities, and expected outcomes. It describes how a program should work, presents the planned activities for the program, describes how activities will be documented, and focuses on anticipated outcomes. The Logic Model Template includes five main components: inputs, outputs, outcomes, assumptions and external factors. Performance Matrix Template – The Performance Matrix Template is designed to increase an organization’s effectiveness and productivity by helping leaders plan and manage performance. The performance matrix utilizes a Nine-Point Performance / Importance Scale to help you make clearer, more informed decisions and provides the criteria and processes for developing and populating your performance matrix. 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. Process Evaluation Scorecard – The process evaluation scorecard is a checklist that helps you determine the value of a process implemented for performance improvement in terms of positive impact, cost savings, knowledge management and training. The process evaluation scorecard can serve as a survey for employees to gain feedback on the perception and buyin of the process initiative. Process Profile Template – The Process Profile Template is a useful tool designed to help organizations get a complete understanding of their processes. The template enables detailed documentation of processes including expected outcomes, impacts, requirements, ownership, security considerations and more. SMART Metrics Template – The SMART method is a valuable technique to use when identifying performance metrics. SMART metrics are those that are Specific, Measurable, Actionable, Relevant, and Timely). The SMART Metrics Template will help your organization ensure that the metrics they consider encompass these characteristics. Change Management Checklist – The Change Management Checklist is designed for Performance Managers and Performance Team Members to help determine the impact of potential change requests within the performance initiative. The checklist examines the changes that alter the scope of the initiative and require analysis in order to understand the impact on the Performance Management Plan and the stakeholders. © 2009 Lifecycle-performance-pros.com All rights reserved 57
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