This document provides an overview of performance management. It discusses how performance management is not about micromanaging employees, but rather ensuring business and organizational goals are being met satisfactorily. It also describes defining performance standards, providing feedback, and setting effective goals. Additionally, it explains that performance management consists of planning, monitoring performance, developing capacity, periodically rating performance, and rewarding employees. The document also notes that goal setting should involve creating SMART (Specific, Measurable, Attainable, Realistic, and Timely) goals.
2. Module One: Getting
Started
Performance Management is not a
company’s way of employing “micro-
managing” techniques that stunt the
professional growth of its employees.
Whether at the organizational,
departmental or employee level, the
goal of performance management is
to make sure all business goals are
being met in a satisfactorily manner.
It is much
more difficult
to measure
non-
performance
than
performance.
Harold S.
Geneen
4. Module Two: The Basics
(I)
According to the U.S. Office of
Personnel Management,
performance management consists
of five components: “Planning work
and setting expectations, continually
monitoring performance, developing
the capacity to perform, periodically
rating performance in a summary
fashion, and rewarding.”
Management
is doing
things right;
leadership is
doing the
right things.
Peter F.
Drucker
6. How Does Performance
Management Work?
Identify the job’s purpose
Rank job priority
Characterize the standard of performance
Discuss employee performance and provide feedback
8. Case Study
Sinclair Knight Merz was looking for ways to
increase its workforce capabilities
SKM knew that it must keep a finger on the pulse of its
culture at all times
SKM asked Accenture to implement the Accenture
Human Capital Development Framework
The framework provided SKM an effective method of
determining where they should focus resources
9. Module Two: Review Questions
1. When the phrase “Performance
Management” was coined by Dr.
Aubrey Daniels, what did it initially
refer to?
a) Medicine
b) Technology
c) Education
d) Law
2. According to Dr. Daniels, performance
management analyzes what?
a) Behavior only
b) The result of behavior only
c) Behavior and the result of behavior
d) Attitude
3. If an employee meets all of their performance
goals,
a) It is not necessary to create an
improvement plan to enhance the
employee’s skills
b) It is still necessary to create an
improvement plan to enhance the
employee’s skills
c) They should be reprimanded for not
exceeding the expectations
d) The employee should automatically be
promoted
4. At a minimum, feedback should be provided
to employees on a _____ basis.
a) Weekly
b) Monthly
c) Annually
d) Quarterly
10. Module Two: Review Questions
5. Performance standards can be beneficial
to:
a) The organization only
b) The organization and department only
c) The organization, department and
individual employees
d) No one
6. Coaching is most effective:
a) Before the employee understands the
performance standards
b) Never
c) Once the employee leaves the company.
d) Once the employee understands the
performance standards.
7. What is the name of the company that
was being assessed?
a) Sinclair Knight Merz
b) Accenture
c) Knight Sinclair Merz
d) Merz Sinclair Knight
8. After the assessment, it was discovered
that what area(s) required
improvement?
a) Financial results
b) Workforce planning and recruitment
c) Financial results and recruitment
d) Workforce planning and financial
results
11. Module Two: Review Questions
1. When the phrase “Performance
Management” was coined by Dr.
Aubrey Daniels, what did it initially
refer to?
a) Medicine
b) Technology
c) Education
d) Law
2. According to Dr. Daniels, performance
management analyzes what?
a) Behavior only
b) The result of behavior only
c) Behavior and the result of behavior
d) Attitude
3. If an employee meets all of their performance
goals,
a) It is not necessary to create an
improvement plan to enhance the
employee’s skills
b) It is still necessary to create an
improvement plan to enhance the
employee’s skills
c) They should be reprimanded for not
exceeding the expectations
d) The employee should automatically be
promoted
4. At a minimum, feedback should be provided
to employees on a _____ basis.
a) Weekly
b) Monthly
c) Annually
d) Quarterly
12. Module Two: Review Questions
5. Performance standards can be beneficial
to:
a) The organization only
b) The organization and department only
c) The organization, department and
individual employees
d) No one
6. Coaching is most effective:
a) Before the employee understands the
performance standards
b) Never
c) Once the employee leaves the company.
d) Once the employee understands the
performance standards.
7. What is the name of the company that
was being assessed?
a) Sinclair Knight Merz
b) Accenture
c) Knight Sinclair Merz
d) Merz Sinclair Knight
8. After the assessment, it was discovered
that what area(s) required
improvement?
a) Financial results
b) Workforce planning and recruitment
c) Financial results and recruitment
d) Workforce planning and financial
results
13. Module Three: The Basics
(II)
A Performance Management system
is only as good as its evaluation
process. It is not enough to
implement an effective program that
covers all the basics, but you must be
able to measure its success via
assessments and performance
reviews. This will in turn allow you to
see where modifications need to take
place.
The greater
danger for most
of us lies not in
setting our aim
too high and
falling short;
but in setting
our aim too low
and achieving
our mark.
Michelangelo
16. Performance Reviews
Prepare and Prioritize
Clarity and Expectations
Explain performance and provide
feedback
Goal setting and Follow-up
17. Case Study
XYZ Paper Company commenced operation
with 10 employees
At its first year mark, CEO, Jane Davis decided it was
necessary to evaluate the performance
Jane employed an incentive program in which
employees received a percentage of every sale made
The company was on track to increase in sales by 10%
18. Module Three: Review Questions
1. What is the order of the three phase
change management model?
a) Unfreezing, change, freezing
b) Change, freezing, unfreezing
c) Unfreezing, freezing, change
d) Freezing, change, unfreezing
2. The three phase model taught in this lesson
was developed by whom?
a) John P. Kotter
b) Kurt Lewin
c) Tom Peters
d) Robert Waterman
3. What type of employee performance
assessment engages the opinions of a
variety of people who interact with the
employee in question?
a) Knowledge
b) 360-Degree
c) Pre-Screening
d) Program Evaluation
4. When do Pre-Screening Assessments
generally take place?
a) On the employee’s first day of work
b) Before the prospective employee is hired
c) After the employee is fired / resigns but
before they begin a position with a new
company
d) Each day an employee comes to work
19. Module Three: Review Questions
4. Which of the following is true about a
performance review?
a) It is only necessary to discuss the performance
standards that the employee did not meet
b) It is only necessary to discuss the performance
standards that the employee exceeded
c) It is only necessary to discuss the performance
standards that the employee barely met
d) It is necessary to discuss the performance
standards that were not met, met and
exceeded
5. What method of follow-up should be used after a
performance review?
a) Email
b) One-on-one, face-to-face meeting
c) The employee’s preferred method
d) Phone call
6. What did XYZ Paper Company decide
to implement to help increase sales?
a) Incentive program
b) Mass lay-off
c) Additional training
d) One-on-one coaching
7. On top of making up the 20% that the
company was behind, by what
percentage did it increase sales?
a) 5%
b) 10%
c) 15%
d) 20%
20. Module Three: Review Questions
1. What is the order of the three phase
change management model?
a) Unfreezing, change, freezing
b) Change, freezing, unfreezing
c) Unfreezing, freezing, change
d) Freezing, change, unfreezing
2. The three phase model taught in this lesson
was developed by whom?
a) John P. Kotter
b) Kurt Lewin
c) Tom Peters
d) Robert Waterman
3. What type of employee performance
assessment engages the opinions of a
variety of people who interact with the
employee in question?
a) Knowledge
b) 360-Degree
c) Pre-Screening
d) Program Evaluation
4. When do Pre-Screening Assessments
generally take place?
a) On the employee’s first day of work
b) Before the prospective employee is hired
c) After the employee is fired / resigns but
before they begin a position with a new
company
d) Each day an employee comes to work
21. Module Three: Review Questions
4. Which of the following is true about a
performance review?
a) It is only necessary to discuss the performance
standards that the employee did not meet
b) It is only necessary to discuss the performance
standards that the employee exceeded
c) It is only necessary to discuss the performance
standards that the employee barely met
d) It is necessary to discuss the performance
standards that were not met, met and
exceeded
5. What method of follow-up should be used after a
performance review?
a) Email
b) One-on-one, face-to-face meeting
c) The employee’s preferred method
d) Phone call
6. What did XYZ Paper Company decide
to implement to help increase sales?
a) Incentive program
b) Mass lay-off
c) Additional training
d) One-on-one coaching
7. On top of making up the 20% that the
company was behind, by what
percentage did it increase sales?
a) 5%
b) 10%
c) 15%
d) 20%
22. Module Four: Goal Setting
Every successful business plan
requires goals and objectives. Goals
show the strengths and weaknesses
of plans and procedures.
Implementing regularly evaluated
goals allows leaders to understand
where performance is and what
needs to be improved. When
managing performance, make sure
that you implement SMART goals.
If you don’t
know where
you are going,
how can you
expect to get
there?
Basil S. Walsh
23. SMART Goal Setting
S •Specific
M •Measurable
A •Attainable
R •Realistic
T •Timely
29. Monitoring Results
Were the goals and objectives
achieved?
Were they achieved in the established
time frame?
What is the feedback from employees
and leadership?
What are the financial gains or
losses?
30. Case Study
A startup IT company needed to increase
profits and productivity
The management team created a set of goals to
motivate employees
One goal was to double sales within a month
Rather than achieving the goal, sales actually slipped
31. Module Four: Review Questions
1. What does S stand for in SMART
goals?
a) Special
b) Specific
c) Safe
d) Scientific
2. What does T stand for in SMART
goals?
a) Trackable
b) Tangible
c) Timely
d) Tasks
3. What does a Specific goal not
establish?
a) Evaluation
b) Location
c) Requirements
d) Who is responsible
4. Sell more is a ___________.
a) Specific goal
b) Measurable goal
c) Timely goal
d) General goal
32. Module Four: Review Questions
5. Which type of goal answers how
much?
a) Attainable
b) Measurable
c) General
d) Realistic
6. What is a measurable goal?
a) Decrease turnover
b) Decrease turnover in a month
c) Decrease turnover by 10 percent
d) Decrease turnover in production
7. What type of goal will cause
employees to give up?
a) Unattainable
b) Realistic
c) Attainable
d) General
8. What is an attainable goal?
a) Reduce turnover by 80 percent
b) Reduce turnover by 60 percent
c) Reduce turnover by 40 percent
d) Reduce turnover 10 percent
33. Module Four: Review Questions
9. What do realistic goals relate to?
a) Turnover
b) Measurability
c) Employee abilities
d) General
10. What will make a goal more realistic?
a) Make them challenging
b) Break large goals into smaller ones
c) Compile small goals into a large one
d) Make them easy
11. Timely goals do which of the
following?
a) Encourage employees to work
towards their goals
b) Provide instructions
c) Make goals more achievable
d) Explain responsibilities
12. What is a timely goal?
a) Reduce turnover
b) Reduce turnover in 6 months
c) Reduce turnover in production
d) Reduce turnover 10 percent
34. Module Four: Review Questions
13. What will evaluating results of
goal establish?
a) Reviews
b) Employee engagement
c) Talent reviews
d) Necessary changes
14. Feedback from _________ is
important to evaluate goals.
a) HR
b) Employees
c) Employees and management
d) Management
15. What did the company reset the
sales goal to?
a) 10 percent
b) 12 percent
c) 15 percent
d) 20 percent
16. How much did sales increase?
a) 10 percent
b) 12 percent
c) 15 percent
d) 20 percent
35. Module Four: Review Questions
1. What does S stand for in SMART
goals?
a) Special
b) Specific
c) Safe
d) Scientific
2. What does T stand for in SMART
goals?
a) Trackable
b) Tangible
c) Timely
d) Tasks
3. What does a Specific goal not
establish?
a) Evaluation
b) Location
c) Requirements
d) Who is responsible
4. Sell more is a ___________.
a) Specific goal
b) Measurable goal
c) Timely goal
d) General goal
36. Module Four: Review Questions
5. Which type of goal answers how
much?
a) Attainable
b) Measurable
c) General
d) Realistic
6. What is a measurable goal?
a) Decrease turnover
b) Decrease turnover in a month
c) Decrease turnover by 10 percent
d) Decrease turnover in production
7. What type of goal will cause
employees to give up?
a) Unattainable
b) Realistic
c) Attainable
d) General
8. What is an attainable goal?
a) Reduce turnover by 80 percent
b) Reduce turnover by 60 percent
c) Reduce turnover by 40 percent
d) Reduce turnover 10 percent
37. Module Four: Review Questions
9. What do realistic goals relate to?
a) Turnover
b) Measurability
c) Employee abilities
d) General
10. What will make a goal more realistic?
a) Make them challenging
b) Break large goals into smaller ones
c) Compile small goals into a large one
d) Make them easy
11. Timely goals do which of the
following?
a) Encourage employees to work
towards their goals
b) Provide instructions
c) Make goals more achievable
d) Explain responsibilities
12. What is a timely goal?
a) Reduce turnover
b) Reduce turnover in 6 months
c) Reduce turnover in production
d) Reduce turnover 10 percent
38. Module Four: Review Questions
13. What will evaluating results of
goal establish?
a) Reviews
b) Employee engagement
c) Talent reviews
d) Necessary changes
14. Feedback from _________ is
important to evaluate goals.
a) HR
b) Employees
c) Employees and management
d) Management
15. What did the company reset the
sales goal to?
a) 10 percent
b) 12 percent
c) 15 percent
d) 20 percent
16. How much did sales increase?
a) 10 percent
b) 12 percent
c) 15 percent
d) 20 percent
39. Module Five: Establishing
Performance Goals
Performance goals require strategic
action. To be effective, these goals
should not be handed down to
employees. It is important to include
employees in the goal setting process
and encourage them to meet their
individual performance goals. This
will improve individual and company
performance.
Performance
is your reality.
Forget
everything
else.
Harold S.
Green
44. Case Study
A retail chain created individual sales goals
for each employee
The effort to increase sales was counter- productive
The company then trained employees, and shared new
sales techniques
Profits increased by 8 percent six months after
adapting the performance goals.
45. Module Five: Review Questions
1. Individual strategic plans reflect
_________.
a) Values of the company
b) The market
c) Individual motivation
d) Peer reviews
2. What is not an example of a strategic
action?
a) Meet with supervisor once a week
b) Attend training classes
c) Improve sales 10 percent
d) Practice speaking skills
3. What is a job requirement?
a) Training
b) Responsibilities
c) Skills
d) Certification
4. What is an employee
requirement?
a) Tools
b) Reporting
c) Responsibilities
d) Education
46. Module Five: Review Questions
5. Performance goals need to be
_________.
a) General
b) Specific
c) Timely
d) SMART
6. What do performance goals not
need to address?
a) Behavior
b) Competency
c) Time
d) Results
7. How should managers not
motivate employees?
a) Threats
b) Example
c) Rewards
d) Meeting with individuals
8. Who do managers need to
motivate?
a) Customers
b) Teams
c) Clients
d) Themselves
47. Module Five: Review Questions
9. What did the company unsuccessfully implement?
a) Turnover goals
b) Production goals
c) Individual sales goals
d) New policies
10. How much did profitability improve after strategies were implemented?
a) 5 percent
b) 8 percent
c) 10 percent
d) 12 percent
48. Module Five: Review Questions
1. Individual strategic plans reflect
_________.
a) Values of the company
b) The market
c) Individual motivation
d) Peer reviews
2. What is not an example of a strategic
action?
a) Meet with supervisor once a week
b) Attend training classes
c) Improve sales 10 percent
d) Practice speaking skills
3. What is a job requirement?
a) Training
b) Responsibilities
c) Skills
d) Certification
4. What is an employee
requirement?
a) Tools
b) Reporting
c) Responsibilities
d) Education
49. Module Five: Review Questions
5. Performance goals need to be
_________.
a) General
b) Specific
c) Timely
d) SMART
6. What do performance goals not
need to address?
a) Behavior
b) Competency
c) Time
d) Results
7. How should managers not
motivate employees?
a) Threats
b) Example
c) Rewards
d) Meeting with individuals
8. Who do managers need to
motivate?
a) Customers
b) Teams
c) Clients
d) Themselves
50. Module Five: Review Questions
9. What did the company unsuccessfully implement?
a) Turnover goals
b) Production goals
c) Individual sales goals
d) New policies
10. How much did profitability improve after strategies were implemented?
a) 5 percent
b) 8 percent
c) 10 percent
d) 12 percent
51. Module Six: 360 Degree
Feedback
360 degree feedback is useful for
evaluating performance. It provides
evaluations from different sources to
paint a clear picture of how well an
individual performs. Identifying
strengths and weaknesses will allow
employees to continually improve
how they perform.
Feedback
is the
breakfast
of
champions.
Ken
Blanchard
52. What is 360 Degree Feedback?
Anonymous
Peers and
management
Self-evaluate
55. Case Study
A department manager had a problem with
productivity and morale
His employee reviews seemed unsuccessful, and employees
continued to argue
The company instituted a new 360 degree feedback system
Employees learned to rely on each other for performance,
they stopped arguing and productivity increased
56. Module Six: Review Questions
1. 360 degree feedback is normally
________.
a) General
b) Signed
c) Anonymous
d) Personal
2. What does a manager’s feedback
include that others do not?
a) Direct reports
b) Peer reviews
c) Customer reviews
d) Supervisor review
3. Who typically performs a traditional
review?
a) Employees
b) Supervisors
c) Peers
d) Customers
4. What provides a better sense of
supervisor and executive
performance?
a) SMART goals
b) General reviews
c) Traditional reviews
d) 360 degree performance
57. Module Six: Review Questions
5. How are the scores from different
sources graded?
a) Added
b) Averaged
c) Multiplied
d) Individually
6. How does feedback remain
confidential?
a) Supervisors handle it
b) Employees sign it
c) HR handles it
d) Customers handle it
7. How did the manager communicate
with employees about performance?
a) Calmly
b) Motivation
c) Threats
d) Directly
8. How much did productivity increase?
a) 5 percent
b) 8 percent
c) 10 percent
d) 12 percent
58. Module Six: Review Questions
1. 360 degree feedback is normally
________.
a) General
b) Signed
c) Anonymous
d) Personal
2. What does a manager’s feedback
include that others do not?
a) Direct reports
b) Peer reviews
c) Customer reviews
d) Supervisor review
3. Who typically performs a traditional
review?
a) Employees
b) Supervisors
c) Peers
d) Customers
4. What provides a better sense of
supervisor and executive
performance?
a) SMART goals
b) General reviews
c) Traditional reviews
d) 360 degree performance
59. Module Six: Review Questions
5. How are the scores from different
sources graded?
a) Added
b) Averaged
c) Multiplied
d) Individually
6. How does feedback remain
confidential?
a) Supervisors handle it
b) Employees sign it
c) HR handles it
d) Customers handle it
7. How did the manager communicate
with employees about performance?
a) Calmly
b) Motivation
c) Threats
d) Directly
8. How much did productivity increase?
a) 5 percent
b) 8 percent
c) 10 percent
d) 12 percent
60. Module Seven:
Competency Assessments
Competency assessments are
essential to performance
management. These assessments
make it easier to hire and promote
the right people. They also help
assess performance and the different
competencies that employees need
to improve. It will also identify the
top performers.
Competence,
like truth,
beauty, and
contact
lenses, is in
the eye of the
beholder.
Dr.
Laurence J.
Peter
64. Case Study
Yearly competency assessments at a local
marketing firm are not successful
The overall goal is to double the number of high
performing employees
The competency assessments were altered to include
action plans
Over the next year, many employees began to show
improvement.
65. Module Seven: Review Questions
1. Who assesses competencies
besides supervisors?
a) HR
b) Coworkers
c) Peers
d) CEO
2. Which is generally not an
assessment rating?
a) Excellent
b) Meets expectations
c) Minutes to hours
d) Needs improvement
3. What part of the competency
assessment helps employees
improve?
a) Action plan
b) Direction
c) Peer reviews
d) Goals
4. Managers need to _______ using
competency assessments?
a) Explain
b) Practice
c) Reward employees
d) Promote
66. Module Seven: Review Questions
5. What will determine the final
destination for each company?
a) Goals and needs
b) Productivity
c) Profitability
d) Feedback and competencies
6. Goals and ______ must be
identified for the final destination.
a) Expectations
b) Talent
c) Competencies
d) Motivation
7. What was the goal of the CEO?
a) Increase high performance
b) Double high performance
c) Triple high performance
d) Reduce high performance
8. How did the competency scores
improve on average?
a) One level on average
b) Two levels every quarter
c) Three levels every quarter
d) Four levels annually
67. Module Seven: Review Questions
1. Who assesses competencies
besides supervisors?
a) HR
b) Coworkers
c) Peers
d) CEO
2. Which is generally not an
assessment rating?
a) Excellent
b) Meets expectations
c) Minutes to hours
d) Needs improvement
3. What part of the competency
assessment helps employees
improve?
a) Action plan
b) Direction
c) Peer reviews
d) Goals
4. Managers need to _______ using
competency assessments?
a) Explain
b) Practice
c) Reward employees
d) Promote
68. Module Seven: Review Questions
5. What will determine the final
destination for each company?
a) Goals and needs
b) Productivity
c) Profitability
d) Feedback and competencies
6. Goals and ______ must be
identified for the final destination.
a) Expectations
b) Talent
c) Competencies
d) Motivation
7. What was the goal of the CEO?
a) Increase high performance
b) Double high performance
c) Triple high performance
d) Reduce high performance
8. How did the competency scores
improve on average?
a) One level on average
b) Two levels every quarter
c) Three levels every quarter
d) Four levels annually
69. Module Eight: Kolb's
Learning Cycle
Kolb’s Learning Cycle states that
learning is based on experience. The
learning cycle has four basic
elements: experience, observation,
conceptualization, and
experimentation. It is important to
be familiar with the learning cycle to
effectively manage performance, and
guide employees to greater
achievements.
Nothing is a
waste of
time if you
use
experience
wisely.
Auguste
Rodin
74. Case Study
A new hire was trained at a software
company and shown his workspace
A trainer walked him through the programs he would
use in the job
He then watched other people perform different tasks
His productivity was below average
75. Module Eight: Review Questions
1. What is a method for gaining
knowledge?
a) Learning
b) Observation
c) Experience
d) Experimentation
2. Concrete experience involves
________.
a) Observation
b) Books
c) Feelings
d) Senses
3. What is a method for transforming
knowledge?
a) Reflective observation
b) Senses
c) Books
d) Concrete experience
4. Knowledge is transferred to
_______.
a) Feelings
b) Meaning
c) Senses
d) Experience
76. Module Eight: Review Questions
5. What is a way to gain knowledge
without direct experience?
a) Reflective observation
b) Concrete conceptualization
c) Abstract conceptualization
d) Abstract observation
6. How does abstract
conceptualization work?
a) Feelings interpret
b) Watching interprets
c) Experience interprets
d) Logic interprets
7. What is acting on knowledge
gathered?
a) Reflective observation
b) Active experimentation
c) Active conceptualization
d) Direct experience
8. Which of the following includes
taking risks?
a) Active experimentation
b) Abstract conceptualization
c) Concrete experience
d) Reflective observation
77. Module Eight: Review Questions
9. What stage of learning did the new hire not experience?
a) Reflective observation
b) Concrete experience
c) Abstract conceptualization
d) Active experimentation
10. What was the result of the training?
a) Poor attitude
b) Too many mistakes
c) Poor productivity
d) The results were positive
78. Module Eight: Review Questions
1. What is a method for gaining
knowledge?
a) Learning
b) Observation
c) Experience
d) Experimentation
2. Concrete experience involves
________.
a) Observation
b) Books
c) Feelings
d) Senses
3. What is a method for transforming
knowledge?
a) Reflective observation
b) Senses
c) Books
d) Concrete experience
4. Knowledge is transferred to
_______.
a) Feelings
b) Meaning
c) Senses
d) Experience
79. Module Eight: Review Questions
5. What is a way to gain knowledge
without direct experience?
a) Reflective observation
b) Concrete conceptualization
c) Abstract conceptualization
d) Abstract observation
6. How does abstract
conceptualization work?
a) Feelings interpret
b) Watching interprets
c) Experience interprets
d) Logic interprets
7. What is acting on knowledge
gathered?
a) Reflective observation
b) Active experimentation
c) Active conceptualization
d) Direct experience
8. Which of the following includes
taking risks?
a) Active experimentation
b) Abstract conceptualization
c) Concrete experience
d) Reflective observation
80. Module Eight: Review Questions
9. What stage of learning did the new hire not experience?
a) Reflective observation
b) Concrete experience
c) Abstract conceptualization
d) Active experimentation
10. What was the result of the training?
a) Poor attitude
b) Too many mistakes
c) Poor productivity
d) The results were positive
81. Module Nine: Motivation
Every employee needs to be
motivated in order for performance
management to be successful. While
employees must take some
responsibility in motivating
themselves, management can help
motivate and develop individuals.
Practicing basic motivational
techniques will improve performance
as it boosts morale.
Build upon
strengths and
weaknesses
will gradually
take care of
themselves.
Joyce C. Locke
85. Evaluating and Adapting
Surveys will show the level of
engagement
Compare the mission, policies, and
procedures to internal motivators
Examine the number of employees
who have advanced
Whether or not company goals are
met
86. Case Study
A printing company had a problem with high
turnover and low productivity
A survey revealed that employees were not satisfied
with the long hours
Managers assumed that the pay and environment
made up for these expectations
Policies were changed to better promote work and life
balance – turnover dropped 15%
87. Module Nine: Review Questions
1. Pay Influences ________.
a) Satisfaction
b) Motivation
c) Management
d) Achievement
2. What is a not a key motivator?
a) Responsibility
b) Work conditions
c) Recognition
d) Achievement
3. People perform better when they
_____ their company.
a) Are educated by
b) Are vested in
c) Believe in
d) Understand
4. What is not an internal
motivation?
a) Personal time
b) Success
c) Family
d) Pay
88. Module Nine: Review Questions
4. What will not identify personal
motivators?
a) Age
b) Surveys
c) Observation
d) Communication
5. Large organizations rely on ________
to understand what motivates
individuals.
a) Peers
b) Customers
c) Managers
d) Policies
6. What should be done if a survey
indicates employees are not
motivated?
a) Hire new employees
b) Adapt motivation techniques
c) Provide more training
d) Ignore the results
7. What is not an indication of
motivation?
a) Age
b) Meeting goals
c) Surveys
d) Development
89. Module Nine: Review Questions
9. The problem was with turnover and ________.
a) Productivity
b) Profits
c) Sales
d) Customer service
10. How much did turnover decrease?
a) 8 percent
b) 10 percent
c) 12 percent
d) 15 percent
90. Module Nine: Review Questions
1. Pay Influences ________.
a) Satisfaction
b) Motivation
c) Management
d) Achievement
2. What is a not a key motivator?
a) Responsibility
b) Work conditions
c) Recognition
d) Achievement
3. People perform better when they
_____ their company.
a) Are educated by
b) Are vested in
c) Believe in
d) Understand
4. What is not an internal
motivation?
a) Personal time
b) Success
c) Family
d) Pay
91. Module Nine: Review Questions
4. What will not identify personal
motivators?
a) Age
b) Surveys
c) Observation
d) Communication
5. Large organizations rely on ________
to understand what motivates
individuals.
a) Peers
b) Customers
c) Managers
d) Policies
6. What should be done if a survey
indicates employees are not
motivated?
a) Hire new employees
b) Adapt motivation techniques
c) Provide more training
d) Ignore the results
7. What is not an indication of
motivation?
a) Age
b) Meeting goals
c) Surveys
d) Development
92. Module Nine: Review Questions
9. The problem was with turnover and ________.
a) Productivity
b) Profits
c) Sales
d) Customer service
10. How much did turnover decrease?
a) 8 percent
b) 10 percent
c) 12 percent
d) 15 percent
93. Module Ten: The
Performance Journal
Performance journals create
evaluations that are more accurate
by allowing employees and manager
to keep track of performance
throughout the year. This will help
guide and develop employees who
challenge themselves and improve
performance.
The best
way to
predict the
future is to
create it.
Peter
Drucker
98. Case Study
A retail manager always hated giving reviews
The last couple months were all he could remember
Sales always dropped 10 percent after reviews
He set up a performance journal program
99. Module Ten: Review Questions
1. What accomplishments should
employees record?
a) Encouragement and praise
b) Praise and rewards
c) Awards and recognition
d) Recognition and encouragement
2. What details do employers need to
record?
a) Praise and complaints
b) Encouragement and notes
c) Documentation and notes
d) Recognition and documentation
3. What will damage performance?
a) Trusting managers
b) Distrust of managers
c) Trusting employees
d) Journal entries
4. ______ may see employee journal
entries if the employee so
chooses.
a) Investors
b) Customers
c) Peers
d) Managers
100. Module Ten: Review Questions
5. Which of the following is not a way for
coaches to coach employees?
a) Threats
b) Praise
c) Correction
d) Encouragement
6. Who typically serves as a performance
coach?
a) CEOs
b) Customers
c) Managers
d) Peers
7. Where do managers consistently
record their observations?
a) Performance log
b) Evaluations
c) 360 Feedback
d) Journal entries
8. Which is not a way to keep track of
performance?
a) Performance log
b) Evaluations
c) 360 Feedback
d) Surveys
101. Module Ten: Review Questions
9. What always suffered after reviews?
a) Profitability
b) Sales
c) Productivity
d) Labor
10. How much did sales improve with the journals?
a) 8 percent
b) 20 percent
c) 5 percent
d) 10 percent
102. Module Ten: Review Questions
1. What accomplishments should
employees record?
a) Encouragement and praise
b) Praise and rewards
c) Awards and recognition
d) Recognition and encouragement
2. What details do employers need to
record?
a) Praise and complaints
b) Encouragement and notes
c) Documentation and notes
d) Recognition and documentation
3. What will damage performance?
a) Trusting managers
b) Distrust of managers
c) Trusting employees
d) Journal entries
4. ______ may see employee journal
entries if the employee so
chooses.
a) Investors
b) Customers
c) Peers
d) Managers
103. Module Ten: Review Questions
5. Which of the following is not a way for
coaches to coach employees?
a) Threats
b) Praise
c) Correction
d) Encouragement
6. Who typically serves as a performance
coach?
a) CEOs
b) Customers
c) Managers
d) Peers
7. Where do managers consistently
record their observations?
a) Performance log
b) Evaluations
c) 360 Feedback
d) Journal entries
8. Which is not a way to keep track of
performance?
a) Performance log
b) Evaluations
c) 360 Feedback
d) Surveys
104. Module Ten: Review Questions
9. What always suffered after reviews?
a) Profitability
b) Sales
c) Productivity
d) Labor
10. How much did sales improve with the journals?
a) 8 percent
b) 20 percent
c) 5 percent
d) 10 percent
105. Module Eleven: Creating a
Performance Plan
A performance plan is essential to
performance management. It is a
strategic plan that each individual
needs to follow to become high
performing employees. Managers
must create a plan with every
employee they work with. There is
always room for improvement.
He who fails
to plan,
plans to fail.
Proverb
111. Case Study
An expanding chain of bookstores was losing
customers
The company instituted a performance management
program
Each employee was given a personal goal to focus on
that aligned with company goal
After six months, most stores had reached their secret
shopper goals
112. Module Eleven: Review Questions
1. Who should help develop goals?
a) HR
b) Management
c) Employees
d) Employees and management
2. Employees must have the_______
to reach their goals?
a) Feedback
b) Communication
c) Tools
d) Management
3. Who is responsible for achieving
desired results?
a) Managers
b) Employees
c) Peers
d) CEOs
4. Who needs coaching?
a) Someone who does not meet
desired results.
b) Someone who meet desired results
c) Someone who exceeds desired
results
d) Someone without desired results
113. Module Eleven: Review Questions
5. How many goals should be made
priorities?
a) 3
b) 5
c) 7
d) 10
6. Goals must not___________.
a) Be specific
b) Align with company values
c) Conflict with each other
d) Be prioritized
7. What will need to be established
before measurements?
a) Evaluations
b) Competencies
c) Assessments
d) Priorities
8. When possible, measurements
should be ______.
a) New
b) General
c) Numbered
d) Cost specific
114. Module Eleven: Review Questions
9. Compare performance with
________.
a) Priorities
b) Measurements
c) Assessments
d) Plans
10. Which evaluations are more
effective?
a) Yearly
b) Formal
c) Annual
d) Informal
11.What was the time frame of the
goal?
a) 1 month
b) 3 months
c) 6 months
d) one year
12.How much was the goal to
improve secret shopper scores?
a) 10 percent
b) 5 percent
c) 15 percent
d) 8 percent
115. Module Eleven: Review Questions
1. Who should help develop goals?
a) HR
b) Management
c) Employees
d) Employees and management
2. Employees must have the_______
to reach their goals?
a) Feedback
b) Communication
c) Tools
d) Management
3. Who is responsible for achieving
desired results?
a) Managers
b) Employees
c) Peers
d) CEOs
4. Who needs coaching?
a) Someone who does not meet
desired results
b) Someone who meet desired results
c) Someone who exceeds desired
results
d) Someone without desired results
116. Module Eleven: Review Questions
5. How many goals should be made
priorities?
a) 3
b) 5
c) 7
d) 10
6. Goals must not___________.
a) Be specific
b) Align with company values
c) Conflict with each other
d) Be prioritized
7. What will need to be established
before measurements?
a) Evaluations
b) Competencies
c) Assessments
d) Priorities
8. When possible, measurements
should be ______.
a) New
b) General
c) Numbered
d) Cost specific
117. Module Eleven: Review Questions
9. Compare performance with
________.
a) Priorities
b) Measurements
c) Assessments
d) Plans
10. Which evaluations are more
effective?
a) Yearly
b) Formal
c) Annual
d) Informal
11.What was the time frame of the
goal?
a) 1 month
b) 3 months
c) 6 months
d) one year
12.How much was the goal to
improve secret shopper scores?
a) 10 percent
b) 5 percent
c) 15 percent
d) 8 percent
118. Module Twelve:
Wrapping Up
Although this workshop is coming to a
close, we hope that your journey to
improve your Performance
Management skills is just beginning.
Please take a moment to review and
update your action plan. This will be a
key tool to guide your progress in the
days, weeks, months, and years to
come. We wish you the best of luck on
the rest of your travels!
Our chief
want is
someone who
will inspire
us to be what
we know we
could be.
Ralph
Waldo
Emerson
119. Words from the Wise
Harold S.
Geneen
• It is much more difficult to
measure nonperformance than
performance.
Winston
Churchill
• However beautiful the strategy,
you should occasionally look at
the results.
Dale
Carnegie
• The man who starts out going
nowhere, generally gets there.