Organizational Overview

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WELCOME

• Achieve Positive Results by Avoiding Performance
  Pitfalls
• Presented by

Chris Gatti Vital Learning Affiliate And Subject
Matter Expert
Lynne Couture Vital Learning Affiliate And
Subject Matter Expert
Debbie Bercume Vital Learning Affiliate And
Subject Matter Expert
Special Guest Roger Wenschlag Vital Learning
Managing Affiliate And Subject Matter Expert
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Achieve Results by Avoiding Performance Pitfalls

• Getting Us Started
• Presented by
• Lynne Couture
• Vital Learning Affiliate
• And Subject Matter Expert

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Todays Agenda

• Gallup Study Findings
• Performance Management
• Goal Setting
• Feedback
• Solutions
• Power of the Process

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The Gallup Path
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The Gallup Study The Basics

• Original study focused on
• 400 companies
• Over 80,000 managers
• Over 25 years of research
• The Gallup Q12 Database today
• 3.16 million employees
• 285,314 workgroups
• 11 major industries
• 90 countries

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The Critical Links

• The Gallup Study provided strong evidence that
  linked employee engagement to business outcomes
• Retention
• Productivity
• Profitability
• Customer Engagement
• Safety / Legal

First Break All The Rules, The Gallup Organization
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The 12 Questionsaka The Q 12

• Do I know what is expected of me at work?
• Do I have the materials and equipment I need to
  do my work right?
• At work, do I have the opportunity to do what I
  do best every day?
• In the last seven days, have I received
  recognition or praise for doing good work?
• Does my supervisor, or someone at work, seem to
  care about me as a person?
• Is there someone at work who encourages my
  development?
• At work, do my opinions seem to count?
• Does the mission/purpose of my company make me
  feel my job is important?
• Are my co-workers committed to doing quality
  work?
• Do I have a best friend at work?
• In the last six months, has someone at work
  talked to me about my progress?
• This last year, have I had opportunities at work
  to learn and grow?
• First, Break All the Rules by Marcus
  Buckingham and Curt Coffman,
• 1999 by the Gallup Organization Simon
  Schuster, NY, NY. Pg. 28

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Three Types of Employees
Getting Personal in the Workplace, Are negative
relationships squelching productivity in your
company? by Steve Crabtree, Gallup Management
Journal Article
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The Gallup Management Journals Semi-Annual
Employee Engagement Index

• Current Percentage of Employees
• 29 - truly engaged
• 54 - not engaged
• 17 - actively disengaged

Getting Personal in the Workplace, Are negative
relationships squelching productivity in your
company? by Steve Crabtree, Gallup Management
Journal Article
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Achieve Positive Results by Avoiding Performance
Pitfalls

• Pitfalls to Avoid
• Developing Performance Goals Standards
• Pitfall 1 Not Clarifying Expectations
• Pitfall 2 Leaving Employees Out of the Plan
• Providing Performance Feedback
• Pitfall 3 Not Meeting on an On-Going Basis to
  Share
• Feedback
• Pitfall 4 Not Providing Factual
  Behavior-Specific Feedback

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Achieve Positive Results by Avoiding Performance
Pitfalls

• 1 Pitfall to Avoid in Goal Setting
• Presented by
• Chris Gatti
• Vital Learning Affiliate
• And Subject Matter Expert

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1 Pitfall to Avoid

• 1. Not Clarifying Expectations
• Goal Statements formalize the following
• What is to be accomplished
• Who will be involved
• When the activity will be completed
• How much it costs and which resources will be
  used
• Evaluate your work against measurable standards

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S.M.A.R.T.- Based Performance Standards Goals

• Specific Detailed and clear.
• Measurable Quantity and unit of measure stated.
• Attainable Can be performed by the team member.
• Results-Oriented An output is produced, not an
  activity.
• Time-Framed Completed by a definite time.

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Achieve Positive Results by Avoiding Performance
Pitfalls The ROI

• Avoid Pitfall 1 Not Clarifying Expectations
• Positive Results will most likely include
• For Team Member
• Less frustration and stress clear direction
• Higher level of motivation and satisfaction
• A common or shared language
• More effective communication with manager
• For Manager
• More effective communication with team member
• More focused and productive team member
• Higher productivity and accomplishment of
  business goals
• A common or shared language

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Achieve Positive Results by Avoiding Performance
Pitfalls
The ROI

• Avoid Pitfall 1 Not Clarifying Expectations
  (continued)
• Positive Results will most likely include
• For the Organization -
• A common or shared language
• More focused and productive team members
• More productive managers higher level of goals
  achieved
• Higher level of employee retention
• Accurate, quality product or service leading to
• Increased company productivity
• Increased customer satisfaction
• Increased overall profitability

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Achieve Positive Results by Avoiding Performance
Pitfalls

• 2 Avoid this Pitfall in Goal Setting
• Presented by
• Chris Gatti
• Vital Learning Affiliate
• And Subject Matter Expert

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2 Pitfall to Avoid

• 2. Leaving Employees Out of the Plan
• Even the best plan can fail if the employees are
  not committed to it
• Get Commitment
• Get Accountability

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Achieve Positive Results by Avoiding Performance
Pitfalls The ROI

• Avoid Pitfall 2. Leaving Employees Out of the
  Plan
• Positive Results will most likely include
• For Team Member
• Higher level of motivation and engagement
• Ownership to the process and to their own
  development
• Commitment and accountability to the plan
• For Manager
• A better performance plan overall dual input
• Higher level of commitment and accountability
  from team members
• Streamlines work processes, saves time and money

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Achieve Positive Results by Avoiding Performance
Pitfalls
The ROI

• Avoid Pitfall 2. Leaving Employees Out of the
  Plan (continued)
• Positive Results will most likely include
• For the Organization
• Higher level of commitment and accountability
  from managers and team members, leading to
• Increased levels of employee engagement
• Higher level of retention due to involvement
• Streamlines processes, saving resources and money
• Increased productivity with fewer resources,
  leading to
• Increased customer satisfaction
• Increased overall profitability

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Achieve Positive Results by Avoiding Performance
Pitfalls

• Pitfalls to Avoid
• Developing Performance Goals Standards
• Pitfall 1 Not Clarifying Expectations
• Pitfall 2 Leaving Employees Out of the Plan
• Providing Performance Feedback
• Pitfall 3 Not Meeting on an On-Going Basis to
  Share
• Feedback
• Pitfall 4 Not Providing Factual
  Behavior-Specific Feedback

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Achieve Positive Results by Avoiding Performance
Pitfall
The call will begin at 200 pm CST
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Achieve Results by Avoiding Performance Pitfalls

• 1 Pitfall for Performance Feedback

Presented by Debbie Bercume Vital Learning
Affiliate And Subject Matter Expert
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1 Pitfall for Performance Feedback

• 1. Not Meeting on an On-Going Basis to Share
  Feedback
• How often
• Increase effectiveness of communication
• Increase competence and confidence
• Increase productivity and accuracy
• Encourage a higher standard

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Achieve Positive Results by Avoiding Performance
Pitfalls The ROI

• Avoid Pitfall 1 Not Meeting on an On-Going
  Basis to
• Share Feedback
• Positive Results will most likely include
• For Team Member
• Recognized for what they are doing well
• Learn if off course, receive guidance, and
  improve performance
• Clearer sense of whats expected if goals change
• Less frustration and stress due to more timely
  feedback and input
• For Manager
• Time and opportunity to provide critical feedback
• Learn valuable information and gain insights
• Increased commitment, quality standards and
  productivity levels
• More insight into potential talent and
  development opportunities
• Increased quality of communication
• Increased levels of credibility and trust w/ team
  members

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Achieve Positive Results by Avoiding Performance
Pitfalls
The ROI

• Avoid Pitfall 1 Not Meeting on an On-Going
  Basis to Share Feedback (continued)
• Positive Results will most likely include
• For the Organization -
• Increased quality standards and productivity
  levels
• Higher level of commitment and accountability
  from managers and team members, leading to
• Increases levels of employee engagement
• Higher level of retention due to involvement
• Identifies potential talent and development
  opportunities enterprise-wide
• Minimizes rework and errors, leading to
• Increased customer satisfaction
• Increased overall profitability

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Achieve Results by Avoiding Performance Pitfalls

• 2 Pitfall for Performance Feedback

Presented by Debbie Bercume Vital Learning
Affiliate And Subject Matter Expert
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2 Pitfall for Performance Feedback

• 2. Not Providing Factual / Behavior-Specific
  Feedback
• Give specifics and facts of performance
• Be clear about what changes are needed
• Provide objective guidance and direction
• Focus on behavior vs. attitudes or personal
  characteristics
• Solve problems and move forward

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Achieve Positive Results by Avoiding Performance
Pitfalls The ROI

• Avoid Pitfall 2 Not Providing Factual
  Behavior-Specific Feedback
• Positive Results will most likely include
• For Team Member
• Commitment and accountability to changing their
  behavior
• Feels treatment is fair, professional
• Information provided is tangible, practical and
  actionable
• For Manager
• Clarifies performance outcomes
• Cultivates a more healthy environment
• Increases levels of credibility and trust w/ team
  members
• Focused team members, leading to
• More timely results
• More accurate results
• More productive teams

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Achieve Positive Results by Avoiding Performance
Pitfalls
The ROI

• Avoid Pitfall 2 Not Providing Factual
  Behavior-Specific Feedback (continued)
• Positive Results will most likely include
• For the Organization
• Identify potential talent, leading to
• Developing and strengthening of internal
  resources
• Developing bench strength enterprise-wide
• A higher level of retention overall
• Higher level of commitment and accountability
  from managers and team members, leading to
• Increased levels of employee engagement
• Higher level of retention due to involvement
• Increased productivity overall, leading to
• Increased customer satisfaction
• Increased overall profitability

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Achieve Positive Results by Avoiding Performance
Pitfalls

• Summary of Pitfalls to Avoid
• Developing Performance Goals Standards
• Pitfall 1 Not Clarifying Expectations
• Pitfall 2 Leaving Employees Out of the Plan
• Providing Performance Feedback
• Pitfall 3 Not Meeting on an On-Going Basis to
  Share
• Feedback
• Pitfall 4 Not Providing Factual
  Behavior-Specific Feedback

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Vital Learning for business and life

• Vital Learning solutions are based on three
  essential ideas
• Make learning relevant to the participant, their
  job, and their environment
• Offer learning that is practical and can be
  reasonably implemented on the job and in the real
  world
• Utilize multiple methods such as reading,
  discussing, and watching with a concentration
  on real-life to see the transfer of knowledge
  into skill and thus impact on-the-job behavior
  and performance

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A Leadership Solution
Leadership ESSENTIALS

• Essential Skills of Leadership
• Essential Skills of Communication
• Developing Performance Goals Standards
• Providing Performance Feedback
• Managing Complaints
• Improving Work Habits
• Effective Discipline
• Resolving Conflict
• Coaching Job Skills
• Delegating
• Supporting Change
• Communicating Up

? Classroom Workshop? Online Modules? Blended
Combination
Leadership PLUS

• Motivating Team Members
• Solving Workplace Problems
• Leading Successful Projects (Classroom)
• Hiring Winning Talent (Classroom)
• Retaining Winning Talent (May 06)

? Classroom At This Time? Others In Development
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Questions Answers
Q A
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Achieve Positive Results by Avoiding Performance
Pitfall
The call will begin at 200 pm CST
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Flexible training to fit your environment

• Instructor Kits come complete with all teaching
  notes, guidelines, videos, PowerPoints, and all
  necessary supporting materials
• Video models contain both Office and
  Industrial settings to fit your environment

• Participant Manuals each include Job Aids and
  Resource Guide with important resources for use
  back on-the-job to help reinforce learning
• Each Job Aids and Resource Guide contains
  Self-Assessment Worksheet, Action Plan Worksheet,
  Team Leaders Troubleshooting Guide, Additional
  Information and Review, Special Issues Section, A
  Summary of Skill Points taught, and a complete
  Bibliography of recommended readings

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l e a d e r s h i p ? s a l e s ? s e r v i c
e ? p r o d u c t i v i t y