Performance Management: Brief Overview of Key
Terms
内容要点:
domain
results
measures
indicators
organizational
goals
organizational preferred results
aligning results
weighting
results
standards
performance plans
observing, measurements and
feedback
appraisal / review
reward
performance gap
development
plans
Domain
The domain is the focus of the
performance management effort, e.g., the entire organization, a process,
subsystem or an employee. A subsystem could be, e.g., departments, programs
(implementing new policies and procedures to ensure a safe workplace; or, for a
nonprofit, ongoing delivery of services to a community), projects (automating
the billing process, moving to a new building, etc.), or teams or groups
organized to accomplish a result for an internal or external customer. A process
produces a product or service for internal or external customers, and usually
cuts across multiple subsystems. Examples of processes are market research to
identify customer needs, product design, product development, budget
development, customer service, financial planning and management, program
development, etc. The final domain is that of employee performance management.
The term domain is not widespread across performance management literature.
Results
These are
usually the final and specific outputs desired from the domain. Results are
often expressed as products or services for an internal or external customers,
but not always. They may be in terms of financial accomplishments, impact on a
community, etc. Results are expressed in terms of cost, quality, quantity or
time.
Measures
Measures
provide specific information used to assess the extent of accomplishment of
results. Measurements are typically expressed in terms of time, quantity,
quality or cost. Results are a form of measure.
Indicators
Indictors
are also measures. They indicate progress (or lack of) toward a result. For
example, some indicators of an employee's progress toward achieving preferred
results might be some measure of an employee's learning (usually expressed in
terms of areas of knowledge or specific skills) and productivity (usually
measured in terms of some number of outputs per time interval). (Note that
learning and productivity alone do not guarantee accomplishment of performance
results.)
Organization's Preferred
Goals
These are usually overall
accomplishments desired by an organization and are often established during
strategic planning. The level of specificity of goals depends on the nature and
needs of the organizations. Typically, the more specific the goals, the clearer
the understanding of goals by the members of the organization.
Organization's Preferred
Results
The performance management process often includes
translating organizational goals to be in terms of results, which themselves are
described in terms of quantity, quality, timeliness or cost.
Aligning
Results
Performance management puts strong focus on ensuring that
all parts of the organization are working as efficiently and effectively as
possible toward achieving organizational results. Therefore, the results of all
parts of the organization should be aligned with the overall preferred results
of the organization. Aligning results often includes answering questions such as
"Does the domain's preferred results contribute to achieving the organization's
preferred results? How? Is there anything else that the domain could be doing to
contribute more directly to the organization's goals?"
Weighting
Results
Weighting results refers to prioritizing the domain's
preferred results, often expressed in terms of a ranking (such as 1, 2, 3,
etc.), percentage-time-spent, etc.
Standards
These
specify how well a preferred result should be achieved by the domain. For
example, "meets expectations" or "exceeds expectations".
Performance Plan
The
plan usually includes at least the domain's preferred results, how the results
tie back to the organization's preferred results, weighting of results, how
results will be measured and what standards are used to evaluate results.
Ongoing Observation, Measurements
and Feedback
These activities include observing the domain's
activities in terms of progress toward preferred results, comparing progress to
the preferred performance standards and then providing ongoing feedback (useful,
understood and timely information to improve performance) to the domain.
Performance Appraisal (or
Review)
In its most basic form, performance appraisal (or review)
activities include documenting achieved results (hopefully, by also including
use of examples to clarify documentation) and indicating if standards were met
or not. The appraisal usually includes some form of a development plan to
address insufficient performance. (More about this plan below.)
Rewards
The
performance review process usually adds information about rewarding the
employee(s) if performance met or exceeded standards. Rewards can take many
forms, e.g., merit increases, promotions, certificates of appreciation, letters
of commendation, etc.
Performance Gap
This
represents the difference in actual performance shown as compared to the desired
standard of performance. In employee performance management efforts, this
performance gap is often described in terms of needed knowledge and skills which
become training and development goals for the employee.
Performance Development
Plan
Typically, this plan conveys how the conclusion was made that
there was inadequate performance, what actions are to be taken and by whom and
when, when performance will be reviewed again and how. Note that a development
plan for employee performance management may be initiated for various reasons
other than poor performance.
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