Challenge:

Provide Communications & Training to Ensure Success of New Performance Management Software

To create a high-performance culture, a major utility was seeking to 1) improve its ability to prioritize and manage goals, 2) strengthen the alignment between individual, departmental, business-unit and corporate goals, and 3) enhance its performance management process. To address these objectives, the company was turning to integrated performance management software and needed communications support for the implementation.

Solution:

Develop & Execute Communications Plan to Support Software Implementation

The Chatfield Group designed and executed a broad-based communications plan to support the company-wide rollout of Success Factors, a robust performance management software. At a high level, the various communications deliverables reinforced the utility’s plans to 1) automate its paper-based performance management process; 2) streamline goal-setting and performance appraisal while improving the quality of reviews, feedback, and employee development; and 3) improve the ability of the company to check alignment between individual, department, business and organizational goals.

Key deliverables included a comprehensive User Guide to help managers and employees set goals, fill out forms, take part in performance reviews, and engage in the online performance management process; handy EZ Guides to walk managers through the performance management process; a training PowerPoint for facilitators to use in conveying key learning experiences to employees; a chart outlining how to create SMART Goals, i.e. goals that are Specific, Measurable, Attainable, Relevant and Time-bound; and a series of Frequently Asked Questions (FAQs) with information about the planned adoption of the performance management software.

Tags: Goal-Setting — Training — Performance Reviews — Success Factors — Halogen — HRIS — SMART Goals

Challenge:

Develop HR Tools for Local Managers

A national retailing organization needed to develop a set of HR tools to help local managers deal more effectively with performance-related people issues.

Solution:

Performance-Based Total Rewards Toolkit

The Chatfield Group developed a performance management framework to enable local managers of the national retailer to assess their reward and recognition options and implement cash bonus or incentive programs. The toolkit discusses two key aspects of performance management: first, aligning activities to ensure that goals are consistently and efficiently being met, and second, helping people develop their skills and capabilities and satisfy their own work-related needs while they are, at the same time, contributing to the health and profitability of the business.

The toolkit covers a wide range of topics – from understanding your employees and the importance of employee feedback to the motivational aspects of performance management. It provides sample job descriptions, interviewing techniques, performance reviews and performance improvement plans. It includes tools to keep employees focused on meeting goals and job expectations. And it outlines how developing SMART goals – i.e. ones that are Specific, Measurable, Attainable, Relevant and Timebound – can motivate employees to achieve high performance. Click here to learn more about SMART Goals.

In terms of retail-specific content, the toolkit covers performance management and the retail experience, achieving a competitive edge through customer service, and creating the optimum shopping experience for retail customers.

Tags: Performance Reviews — Incentive Plans — SMART Goals — Training — Pay for Performance — Job Descriptions — Interviewing — Customer Service