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Lesson Two: PMP Phases

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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Lesson Two: PMP Phases

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  1. 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

  2. Phase One: Beginning of the New Performance Cycle • By referring to the current PI (Position Information) form, the supervisor communicates how the employee’s performance is going to be measured. • The PMP form is “tailored” to fit the employee’s 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.

  3. 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.

  4. 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.

  5. 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.

  6. Phase Two: During the Performance Cycle • Coaching, coaching and more coaching! • Modify PMP: Update, modify or delete requirements, as appropriate.

  7. 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.

  8. 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 supervisor’s behaviors/techniques. • Send the completed form to the instructor (as an attachment) utilizing the email link.

  9. 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.

  10. 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.

  11. 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.

  12. 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.

  13. You have completed Lesson 2! Please go back to Home Page and click on Lesson 3: Video Clip Exercise

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