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when to use this tool-kit: |
 | to track your organization’s performance and that of the people who report
to you |
| to track how well you’re supporting the personal development plans of your
subordinates |
| to improve internal communications and teamwork |
| to improve control of your organization and its governance |
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tool-kit contents: |
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Approach overview:
monthly review meeting (organizational plan objectives, personal performance
objectives, personal development objectives, the unexpected), typical agenda,
simple or complex, vertical communications, system objectives
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Process flowchart
(the 4 steps of the process)
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Preparation: why track
performance? (essential activity, improve quality, reduce risk, manage by
exception, delegation, timely decisions, use of resources, open communication,
coaching, retention, governance): your existing information systems (financial,
statistical, policies and procedures: use): your existing performance tracking
systems (integrate or wrap-around): how simple (the best indicators,
measurable): managing the process (managers task, your organization’s values,
communications plan): encouraging teamwork
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Getting buy-in for tracking: "How
are things going?" questionnaire |
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Identifying the objectives to track: plan goals format |
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Making the objectives measurable |
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Doing the tracking: update-meeting notes, process checklist |
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"Plus ça change…"
– “Field Service Regulations”,
London, 1913 |
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“Tools for your own process”
Word file: 14 presentation slides to help you introduce the process to
your colleagues and 8 pages of tools for you to use / adapt. 10 team cards to
distribute. |
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La version française de cette trousse
d’outils s’intitule « Suivre la performance de votre organisation : une approche
simple », trousse TK-001-F |
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team members
tool-kit: |
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35
pages to facilitate participation (purchased separately) |
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related Orgpax products: |
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