Employee Performance

Topics: Human resource management, Management, Strategic planning Pages: 159 (22975 words) Published: October 18, 2013
Text Version

A Handbook
for Measuring
Employee
Performance
ALIGNING EMPLOYEE

PERFORMANCE PLANS WITH

ORGANIZATIONAL GOALS

Workforce Compensation
and Performance Service
Performance Management and Incentive Awards Division

s

PMD–013 s September 2001

table of contents
FOREWORD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

contents

CHAPTER 1
PERFORMANCE MANAGEMENT: BACKGROUND
AND CONTEXT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Employee Performance Plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

CHAPTER 2
DISTINGUISHING ACTIVITIES
FROM ACCOMPLISHMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 The Beekeepers and Their Bees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

17
Categories of Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Using Balanced Measures

.................................................

CHAPTER 3
DEVELOPING EMPLOYEE PERFORMANCE PLANS . . . . . . . . . . . . . . . . . . . . 20 25
Step 2: Determine Work Unit Accomplishments . . . . . . . . . . . . . . . . . . . . . . . . 28 Method A: Goal Cascading Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Method B: Customer-Focused Method. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Method C: Work Flow Charting Method . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Step 1: Look at the Overall Picture

.......................................

Step 3: Determine Individual Accomplishments
That Support Work Unit Goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Step 4: Convert Expected Accomplishments
Into Performance Elements, Indicating Type and Priority

.....

43

Step 5: Determine Work Unit and Individual Measures . . . . . . . . . . . . . . . . 47 Step 6: Develop Work Unit and Individual Standards . . . . . . . . . . . . . . . . . . 52 Step 7: Determine How To Monitor Performance . . . . . . . . . . . . . . . . . . . . . . . 61 Step 8: Check the Performance Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Guiding Principles for Performance Measurement . . . . . . . . . . . . . . . . . . . . . . . . . . 68

CHAPTER 4
LEARNING AIDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Performance Measurement Quiz . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Quick Reference: The Eight-Step Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

APPENDIX A: Five-Level Appraisal—Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 APPENDIX B: Three-Level Appraisal—Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 APPENDIX C: Two-Level Appraisal—Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

A HANDBOOK FOR MEASURING EMPLOYEE PERFORMANCE

1

foreword
T

his handbook is designed for Federal supervisors and employees and presents an eight-step process for developing employee performance plans that are aligned with and support organizational

goals. It also provides guidelines for writing performance elements and standards that not only meet regulatory requirements, but also maximize the capability that performance plans have for focusing employee efforts on achieving organizational and group goals.

The methods presented here are designed to develop elements and standards that measure employee and work unit accomplishments rather than to develop other measures that are often used in appraising performance, such as measuring behaviors or...
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