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As an integral part of the Performance Management initiative within a Metropolitan District Council, a corporate individual performance appraisal process was to be introduced.

The brief received from the Chief Executive was to design and introduce an appraisal process to incorporate the following elements:
  • The final appraisal process would contain targets
  • Reviews would:
      review relevance of objectives
      review progress on objectives
      discuss "how are you doing?"
      discuss personal development
  • The final process would be simple, fit for purpose and be detailed on no more than 4 sides
  • There would be no more than 9 objectives (targets)
  • 80% of objectives would be measurable
  • There would be no direct links into pay
  • As a principle everyone within the Authority should have an appraisal, but initially the process would go down to Service Manager level
  • It would be called Individual Performance Appraisal (although not solely about Performance)

    PROCESS APPLIED:

    1. GATHERING OF INFORMATION
    Meetings were arranged with key people

    2. EMPLOYEE INVOLVEMENT / DATA GATHERING
    To enable staff to feel that they were involved in the development of the appraisal system, seven informal focus groups were arranged in order to seek out the views of those who would participate in the process. These groups were cross-functional and had mixed grades. 91 members of staff in total were involved.

    3. DATA ANALYSIS
    The outputs from each of the focus groups were very similar and the recommendations stated were based on the staff and the organisation needs.

    4. RECOMMENDATION
    15 recommendations were made and accepted. Ownership of applying the recommendations was handed over to the local HR team

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