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The basics about how to plan for performance appraisal
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7/21/2019 Performance planning
http://slidepdf.com/reader/full/performance-planning-56da6c5a0906c 1/9
CHAPTER – 2 B “Performance Planning”
• Key terms JD, JA, PAQ, job design
• Pillars of Performance planning
• Designing of performance standards
• Scales for
appraisal
• Gap analysis
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KEY TERMS
• JOB : A group of related activities and duties
• POSITION: The different duties and responsibilities
performed by
only
one
employee
• JOB FAMILY : A group of individual jobs with similar characteristics
• Job Specification : Statement of the needed knowledge, skills,and abilities of the person who is to perform the job
• Job Description : Statement of the tasks, duties, and
responsibilities of a job to be performed Job Analysis : Process of obtaining information about jobs by
determining what the duties, tasks or activities of jobs are
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Methods of Job Analysis
Time and Motion Study : Shadowing
the work on ground
Functional Job Analysis (1972) : that
uses a compiled inventory of thevarious functions or work activities thatcan make up any job. FJA assumes that
each job involves three broad workerfunctions: (1) data (2) people and (3)things
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THREE PILLARS OF PERFORMANCE PLANNING
• PERFORMANCE
GOALS
• PERFORMANCE
STANDARDS
• PERFORMANCE
DIMENSIONS
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Performance Goals
1. Goals should be challenging.
2. Goals should not only be demanding, but also attainable.3. There should be widespread employee participation in
setting goals.
4. Multiple goals should be set for each measure.
5. Long-term and short-term goals should be fixed.
6. Goal should define the minimum acceptable levels of
performance
5
PRIORITIZATION OF GOAL IS CRITICAL
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Performance Standards
Performance standards stipulate what is expected of the
employees and what constitutes acceptable and
unacceptable performance.
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Determining the measures
• Quantity
• Quality
• Timelines
• Effective use
of
resources
• Manner of Performance
• Method of
Performing
assignments
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Example of Performance Standards for a Receptionist
Greet customers
• Opens office promptly at 8:00 a.m.
• Consistently conveys
friendly,
helpful,
professional manner
• Provides accurate information
• Demonstrates a customer service orientation
• Secures back‐up for times of absences from
desk
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Answers phone
• Answers
with
a
friendly
greeting• Speaks clearly and distinctly
• Uses all functions of phone (hold, transfer, etc.) in knowledgeable and customer friendly
manner
• Takes messages accurately and completely Distributes incoming and prepares outgoing mail
• Sorts and date stamps incoming mail
• distributes to individual mailboxes in timely fashion
• Logs in packages and notifies recipients o prepares FEDEX and UPS documentation correctly
o takes outgoing mail to mail room in time for pick‐up times
• Forwards mail
as
needed
Maintains
files
• Keeps files in organized fashion so that materials are easily located
• Re‐files material within 1/2 day of return
• Checks out files as requested, using proper forms and "file locator tabs" Duplicates materials
• Accurately duplicates
materials
within
4 hours
of
receipt
or
as
requested
• Collates and staples materials to assure professional appearance o notifies staff of
completed orders
• Maintains machine, resolves problems and contacts service personnel as needed
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