aiesec nz 1314 | performance management tutorial
DESCRIPTION
Tutorial to do PM on Podio (AIESEC NZ)TRANSCRIPT
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Performance
management tutorial
An offer you can’t refuse
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PM on Podio!
• Why Podio?
– Easy way to align the way we do things
– Centralize everything on one platform
– AIESEC NZ will move completely to Podio in the future
– You will become Podio experts
– Because of the customization we can do
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PM on Podio
• Contains 4 apps you need to master (each app is one step in the PM process)
• ”Membership”
• ”Goal setting”
• ”Appraisal/Evaluation”
• ”Review”
• Furthermore I will give you indvidual training in using the tools
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Confidentiality
• The PM process (answers) is a very sensitive and confident one
• Only EB should have access to the PM workspace
• The information from the talks should not be known to anyone else than EB + the member.
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Your members
• Member app on Podio, which can be exported to the ”AIESEC NZ Member 1314” Google.spreadsheet
If you already have their information fill it in yourself
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Members app
Finding the webform
1
2
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Goal setting
• Don’t forget that a goal should be SMART: • Specific; • Measurable; • Attainable, or action oriented; • Relevant; • Time-bound. • In order for a goal to match the above mentioned criteria and
to be effective, it should be set according to the following rules: • A goal should be consistent with your values; • It should be positive (for example, “I will achieve great results”
instead of “I will try not to fail”); • It should be precise – if possible, indicate exact place and date
of its realization (for example, “By 31.12.2013 I will realize 2 exchanges!”);
• Based on established priorities; • It should be great and high, as well as achievable; • It should be written somewhere; • It leads to realistic objectives; • Each goal does not contradict with another one.
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Goal setting app
The member fills out the webform by himself.
After filling out the webform, the data goes to your app
Edit the information and choose the member,
choose date and person for the appraisal
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Goal setting
• Remember
– Goal setting is being done in the BEGINNING of a role
– Set date for appraisal halfway through a role (e.g 6 months TL role would have appraisal in the 3rd month)
– Teach the members how to do goal setting (Session for example)
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Appraisal/Evaluation
• Objectives.
– Figure out what the member needs to work on for the remainder of the role
– Figure out if a member should be recogniced or if a performance problem exists
– Figure out how the experience has been so far for the member
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Appraisal/evaluation • System:
– 5: Outstanding – Consistently exceeds all expectations for responsibilities, abilities and
commitment required for the role. Possesses and demonstrates great knowledge and abilitiy to take initiative and improve the role and team.
– 4: Exceeds Expectations – Frequently exceeds expectations for responsibilities,, abilities and
commitment required for the rol e. Is actively looking for new knowledge.
– 3: Meets expectations – Meets the expectations set out for the role and demonstrates the ability
and knowledge needed to do the job.
– 2: Improvement needed – Does not always meet the expectations of the reponsibilities, abilities
and commitment required for the role. Member might still be learning., but additional training/commitment is needed.
– 1: Unsatisfactory – Expectations for the role has not been met. The member does not
demontrate the necessary knowledge, skills, abilities and commitment
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Appraisal remember
• VP + Member together
• It is a collaboration
• Get both sides of the story
• Experience evaluation and performance review phase (Member is customer + employee)
• Member must not feel like they are ging through a process
• Talk needs to be informal and relaxed
• Know the questions/topics beforehand! (Go through the app)
• We are halfway through a role/experience, how can we improve the role/experience?
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Appraisal app
Fill out the app in the workspace with and while talking with the member.
Connect the appraisal to the goal setting and the member. This makes it easy in the future to create an overview of the specific
member
Fill out the app – all fields have explanations. Go through the app before conducting the appraisal.
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Appraisal analysis
– Performance problem Specific rating under 3 = Set goal/action for this specific thing.
General rating under 3 = Performance problem
– Recognition Specific rating over 3 = praise the member for that specific thing. How can we enhance that further?
Average rating over 3,5 member goes to the ”Member of the quarter” pool, where the member with the highest appraisal score wins ”Member of the Quarter” after each finished appraisal round (suggestion).
You can export the data from Podio to Excel to ease your
analysis.
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Review
• Objectives of the review:
– Wrapping up the role/experience of the member
– Discuss next steps
– Reviewing the performance
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Review remember
• Know the topics/questions before doing the review
• Know the goal setting and appraisal of the member
• Get both sides of the story
• It is a collaboration between the VP and the member
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Review app
Fill out the app with and while talking with the
member
Connect the review to the member, the goal setting and
the appraisal.
Fill out the rest of the app – all fields have explanations. Remember to read through
the questions/topics beforehand.
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BOOM
• This concludes the two parts of the performance management booklet.
• You now have the theory/knowledge and the actual system to manage performance.
DO IT