Before You Start

Before you start: 
 
 Consider populating the Master Data Library  with performance management items, which can streamline the performance management process. These library items include:
 
 
 
 Perspectives 
 Key Performance Areas 
 Key Performance Indicators 
 Leadership Behaviours 
 Values and Behaviours 
 Key Competencies 
 
 
 
 
 
 Click here to find out how to update the  Master Data Library . 
 
 
 Ensure you have a clear understanding of the employee's responsibilities, the company's goals, and how the role fits into the overall picture. 
 Base the performance objectives on SMART goals . Each objective should be:
 
 
 
 Specific 
 Measurable 
 Achievable 
 Relevant 
 Time-bound 
 
 
 
 
 Ensure the goals support the department or organisation's priorities. 
 Select clear performance indicators. 
 Finally, employees are more likely to commit to the process if they have input in setting their goals, so consider engaging in a two-way discussion 
 
 Key elements to include: 
 
 Performance goals and objectives 
 
 These should be aligned with organisational priorities. 
 Keep the language simple and clear. 
 Avoid making goals too broad or unrealistic. 
 
 
 Key Performance Indicators (KPIs) 
 
 Select quantitative and qualitative indicators for each objective. 
 Focus on the most impactful goals to avoid overloading the agreement. 
 The employee's input is vital when setting targets. 
 
 
 
 
 
 Behavioural expectations 
 
 Include company values, as well as expected behaviours in teamwork, leadership, or communication. 
 
 
 Employee support 
 
 Consider the tools, resources, or support from management that the employee may need to succeed. 
 Acknowledge that priorities may shift and that agreements should be revisited if needed. 
 Think about the employee's development and their future potential. 
 
 
 Review process and frequency 
 
 Define how and when progress will be evaluated. 
 Incorporate feedback loops that enable feedback to flow from the manager to the employee and vice versa. 
 
 
 
 
 
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