Lesson Two: PMP Phases

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Lesson Two PMP Phases

• In this exercise, you will learn about the 3
  phases of the performance management process.
• To complete the related exercises, please print
  out the following forms
• PI Form
• PMP Form
• Training and Development Planning Sheet

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Phase One Beginning of the New Performance
Cycle

• By referring to the current PI (Position
  Information) form, the supervisor communicates
  how the employees performance is going to be
  measured.
• The PMP form is tailored to fit the employees
  job. (Individual Performance Factors,
  Manager/Supervisor Performance Factors and
  Operational Objectives are used and weighted, as
  appropriate.) The employee may be asked for
  suggestions or feedback on importance weightings
  and specific goals.
• A training and development plan should be
  developed and tied into the PMP.

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Exercise 2

• Print out the Position Information form.
• Working with your supervisor, complete the form.
• Email your Position Information form to the
  instructor (as an attachment) utilizing the email
  link on the home page.
• When approved, a copy of your updated Position
  Information form will reside in your personnel
  file in the Human Resources department.

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Phase One Customizing Your PMP Form

• Working with your supervisor, the employee
  should
• Identify major performance areas applicable to
  their current position Section 1). Sign and date
  form after discussing factors/objectives.
• Identify the performance factors which are key to
  the position. (Sections 2 and 3) by indicating
  the performance weighting (High, Medium, Low).
  These will be the factors on which the employee
  will be evaluated. (Note a Low weighting does
  not mean the factor is unimportant, only that it
  is less important than other factors).
• Write operational objectives and standards
  (Section 4) and indicate importance weighting.
• Employee and supervisor will retain a copy of the
  PMP form.

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Exercise 3 Customizing the PMP Form

• Print out a copy of the PMP form.
• Working with your supervisor complete the
  information that was outlined in the previous
  slide. This includes weighting performance
  factors and creating operational objectives.
• Send the completed form to the instructor (as an
  attachment) utilizing the email link.

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Phase Two During the Performance Cycle

• Coaching, coaching and more coaching!
• Modify PMP Update, modify or delete
  requirements, as appropriate.

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Coaching for Performance Steps

• Observe and analyze employee performance.
• Open the meeting and set the employee at ease.
• Get agreement that there is an opportunity for
  improvement or maintenance of current job
  performance.
• Discuss alternative solutions.
• Set up a review date.
• Give recognition.

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Exercise 4 Coaching

• If you are supervisor, schedule a coaching
  session with your subordinate. If you do not
  supervise, schedule a coaching session with your
  supervisor.
• After the coaching session, write a 2 page
  reaction paper commenting on the various
  techniques that were utilized based on the steps
  outlined in the previous slide. What went well?
  What could have been better?, etc. Note if you
  supervise, you will reflect on your own
  behaviors/techniques, if you do not supervise,
  you will reflect on your supervisors
  behaviors/techniques.
• Send the completed form to the instructor (as an
  attachment) utilizing the email link.

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Phase Three The End and the Beginning

• Supervisor and employee plan and prepare for
  performance review meeting.
• Supervisor and employee discuss how to maintain
  and improve high level of performance.
• Supervisor and employee plan for next review
  period.

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Preparing the Employee

• Reinforce importance of input and provide
  samples.
• Provide a copy of the Employee Preparation
  Worksheet for the employee to complete prior to
  the discussion.
• Discuss the PMP process.
• Emphasize the developmental outcomes.
• Encourage feedback.
• Offer support and assistance.

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Exercise 5 Employee Preparation Worksheet

• Complete the Employee Preparation Worksheet.
• Note although the performance cycle is from
  0401-03/31 each year, it is recommended that the
  employee continually updates this worksheet prior
  to the end of the performance cycle.
• When worksheet is complete, send it to the
  instructor (as an attachment) utilizing the email
  link.

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Exercise 6 Completing the Form

• During this exercise, you will complete your own
  PMP form.
• Utilizing the PMP form from Exercise 3, evaluate
  yourself based on your performance from the past
  6 months.
• Provide any helpful comments based on your
  ratings. (see Writing Effective Comments) and
  complete the employee performance development
  planning section.
• Email your completed PMP form to the instructor
  (as an attachment) utilizing the email link.
• Feedback from the instructor on the completed
  form will reflect on overall completion of
  weights, operational objectives, comments and
  performance development planning.

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You have completed Lesson 2!

• Please go back to Home Page and click on Lesson
  3 Video Clip Exercise