module 3: recap conversation a summary of results and behaviors recap canadian manager enhanced...

Module 3: RECAP – Conversation A summary of Results and Behaviors

RECAP Canadian Manager Enhanced FY15

CMP…A One Sysco ApproachAGREE.ACHIEVE.RECAP

Agenda

• Prepare for the RECAP Conversation

• Calibrate and Assign Performance and SBO Ratings

• Determine Merit Award and SBO Payout Factor

• Facilitate the RECAP and Pay for Performance Conversation: this will be a two-way conversation lead by the Leader

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1) One RECAP discussion with the Associate – final step – Performance – CMP and SBO*– Rating – CMP and SBO*– Pay for Performance – Merit Award and SBO factor payout*

2) Manager and Leader Calibration meeting – will include rating(s) (CMP and SBO*)

3) Pay for Performance – Merit Award and SBO factor payout* - details by HRBPs closer to date of deliverables

4) Timeline Changes– July: RECAP self – review , Leader preparation, Calibration meetings and pay for

performance determination– July: Submission of Pay for Performance worksheets– August: Facilitation of RECAP and pay for performance conversation

(*Note: SBO only where applicable)

Summary of What’s New:

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July 3: - Associate completes his/her self review• Gather feedback

July 10: - Leaders review associates completed CMP form and prepares for RECAP conversation• Gathers concrete examples of progress

July 13 – 24: - Managers meet with their Leader to calibrate ratings CMP & SBO* and to determine merit award and SBO payout factor* utilizing payout guidelines - Calibration rolls up to the Corporate Leaders

July 27 – 29: - Corporate leaders meet with Director of Compensation for calibration of function - Director of Compensation to submit all salaried employees Merit Award and SBO payout factor % to payroll

July 30: - Director of Compensation locks down Ratings and Pay for Performance with Randy White

August 13: - Associates letters distributed

August 14 – 20: - Conduct RECAP conversation for those associates with SBOs, including rating(s), merit award and SBO payout factor*

August 14 – 30: - Conduct RECAP conversation for those associates receiving Merit Awards only

August 21: - Bonus payment

September 1: - Merit awards effective and delivered during pay period inclusive of September 1

Here is our ask of Leaders

| 4Note: SBO only where applicable

RECAP: Four Main Steps

Prepare for the RECAP

Conversation

Calibrate and Assign

Performance Ratings – both CMP and SBO

Determine Merit Award

and SBO Payout Factor

Facilitate the RECAP and

Pay for Performance Conversation

June July July August

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Step One: Prepare for the RECAP Conversation


Conversation







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Associate: Documenting Year-End Results

Process:• Use the ACHIEVE section of the CMP

form• Each goal should have a year-end

comment • Simply and briefly document your

results• Focus on specific results (WHAT)

and behaviors (HOW) • Associate Comments: brief

highlights to summarize the year in this area

• Select an overall CMP Self-Rating and an overall SBO Self-Rating , this is determined by assessing all goals and behaviors

• Send to Manager• Ensure meeting is scheduled

Completed self review: Jorge Marketing Associate

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Goal Rating

Associate Goal Comments

Final CMP/SBO Rating * NEW

Associate Summary Comments

Manager: Documenting Year-End Results

Process:• Use the ACHIEVE section of the

CMP form• Each goal should have a year-end

comment • Review results and behaviors

documented by Associate• Focus on specific results (WHAT)

and behaviors (HOW) • Brief highlights to summarize the

year in this area• Assign annual rating for CMP

performance and SBO rating is determined by assessing overall behaviors (LF) and goals

• Manager meets with leader to calibrate ratings

• Schedule RECAP meeting with Associate

Completed Manager Recap: Jorge Marketing Associate

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omments

Mgr. Summary Comments

Goal Rating

Mgr. Goal Comments

Final CMP and SBO Rating * NEW

Step Two: Calibrate & Assign Performance and SBO Rating

Prepare for the Recap

Conversation







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What is Calibration?

• Process of gaining alignment on and consistency of CMP and SBO ratings across the team, business unit, and /or company

We calibrate for two reasons: 1) consistency of ratings 2) appropriate differentiation of ratings

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Calibrate and Assign Performance and SBO Rating

1. Bring the following to the Calibration meeting; – One Sysco CMP Rating Scale – CMP documentation with preliminary rating – Leadership Framework Worksheet

2. Calibrate CMP and SBO ratings 3. Finalize overall rating following calibration

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Performance Rating Scale for CMP and SBO

SAT Significantly Above Target Consistently exceeds job expectations.

AT Above TargetAlways meets job expectations and often exceeds job expectations.

OT On TargetRegularly meets all job expectations

BT Below TargetMeets some, but not all, job expectations.

SBT Significantly Below TargetConsistently does not meet job expectations.

*Note: Leadership Framework worksheet is your guide.| 12

Step Three: Determine Merit Award and SBO Payout Factor


Conversation







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Determine Merit Award and SBO Payout Factor

SBO Assessment and Payout Factor

Determine merit award • Merit awards based on individual

performance and salary position• Merit Matrix Guidelines to be

provided closer to merit decision process

Merit Matrix

Determine Payout Factor• SBO payout factor guidance to

be provided closer to the decision process

Step Four: Facilitate the RECAP and Pay for Performance Conversation


Conversation







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Purpose of the RECAP and Pay for Performance Conversation

• Meet with associate to review past year’s performance:– WHAT – full year results based on goal attainment – HOW – behaviors that supported goal attainment

• This is a two-way conversation between manager and associate

• Review Final Ratings – both CMP and SBO• Present the Merit Award, SBO payout factor (if applicable)

“You cannot teach a man anything; you can only help him discover it in himself.”

- Galileo Galilei | 16

RECAP Conversation Agenda: ManagerTime Topic Direction

5 min. Review meeting purpose • Have two copies of the CMP form ready• Explain the purpose of the meeting

15 - 30 min.

Discuss Performance • Use the written CMP form as a guide • Discuss each goal, spending more time on most

important ones • Discuss performance that exceeded expectations

and where performance was below expectations, ensure the associate has a clear understanding

• Listen to and answer any associate questions or concerns

15 min. Review Rating • Share overall summary of performance against goals (what and how), and the overall performance rating.

• Listen to and answer any associate concerns or questions

5 min. Summarize • Summarize the conversation • Check for understanding• Ask Associate to sign

5 min. Present Merit Award letter and SBO payout factor letter (where applicable)

• Link summary of achievement against pay for performance | 17

Challenging Conversations

1) “I am not getting enough credit for the work I did.”

2) “I am not going to sign the form.”

3) “Last year I received a top rating and this year you gave me an On Target rating and I am doing what I have always done”.

4) How was my SBO factor determined?

5) Others?

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RECAP: Four Main Steps


Conversation







June July July August

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July 3: - Associate completes his/her self review• Gather feedback

July 10: - Leaders review associates completed CMP form and prepares for RECAP conversation• Gathers concrete examples of progress

July 13 – 24: - Managers meet with their Leader to calibrate ratings CMP & SBO* and to determine merit award and SBO payout factor* utilizing payout guidelines - Calibration rolls up to the Corporate Leaders

July 27 – 29: - Corporate leaders meet with Director of Compensation for calibration of function - Director of Compensation to submit all salaried employees Merit Award and SBO payout factor % to payroll

July 30: - Director of Compensation locks down Ratings and Pay for Performance with Randy White

August 13: - Associates letters distributed

August 14 – 20: - Conduct RECAP conversation for those associates with SBOs, including rating(s), merit award and SBO payout factor*

August 14 – 30: - Conduct RECAP conversation for those associates receiving Merit Awards only

August 21: - Bonus payment

September 1: - Merit awards effective and delivered during pay period inclusive of September 1

Here is our ask of Leaders

| 20Note: SBO only where applicable

• RECAP Conversation – Between Aug. 14 – 20th those with SBOs– Between Aug. 14 - Aug. 30th for those with Merit Award only

• AGREE– Conversation by Sept. 1

• Once your department leader has your annual goals we encourage you to start your AGREE conversations with your team

• ACHIEVE Check-ins– Q 2 – complete by Dec. 31 – Q 3 – complete by March 31

OVERALL CMP Dates

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Thank you!

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module 3: recap conversation a summary of results and behaviors recap canadian manager enhanced...

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