绩效考核_绩效管理pmptrainingmanualfor2003process

1 AirSolutionsPerformanceManagementProcess How to Manualfor2003PMP 2 TableofContents PagePerformanceManagementProcess4PerformanceManagementCycle5STEP1 AccessingtheDatabase6 9STEP2 PerformanceCommitment10 23 MajorAccountabilities 11 12 Objectives 13 19 IRLeadershipCompetencies 20 23STEP3 TheDevelopmentPlan24 28STEP4 CareerProfile29 33STEP5 Mid YearUpdate34 37STEP6 OverallAssessment38 42AIM PMPCalendar43 3 WhatisthePerformanceManagementProcess PMP Anongoingseriesofactivitiesdesignedtoensurethatperformanceatalllevelsoftheorganizationisoptimizedtoachievebusinessresults Aprocesswhichservestolinkstrategywithindividualandgroupperformance Aprocesswhichservestodevelopcriticaltalentandensurethefuturesuccessoftheorganization Itmeasuresresultsachievedandcompetenciesused 4 4 PerformanceManagementCycle Ongoingcoachingandfeedback Nov DecPerformanceCommitment i e goaldeploymentforupcomingyear Aug SeptOrganization LeadershipReview i e overallleadershipassessment hi potentialidentificationandsuccessionplans presenttoSr leadership Jan FebPerformanceReview DevelopmentPlanning i e selfandmanagerappraisalforprioryearperformanceanddevelopmentplanning July AugMidyearReview i e informalperformanceappraisal developmentactionsupdate 5 AccessingtheDatabase TherearetwowaystoaccessyourPMP ThefirstwaytoaccessyourPMP OpenthePMPdatabaseintheLotusNotesClientbyclickingonalinkfurnishedbyyourbusinessunitHRManager Onceyouopenthelink itwillbeaddedtoyourdesktop Afterclickingonthislink youwillgodirectlytotheStrategicManagementSystem SMS IntegratedAIM PMPApplication 6 AccessingtheDatabase ThesecondwaytoaccessyourPMP1 Open InternetExplorer Gotothe MyIR homepageatClickonthe Career link andpulldown AIM PMP ApplicationSuite 2 Clickon AIM PMP IntegratedApplication Selectlinktodatabase USServer EuropeanServer orAsiaPacificServer 3 Aboxwillappearrequestingyourintranetusernameandpassword Entereachintotheappropriatefieldandclick OK YouwillgodirectlytotheSMSIntegratedAIM PMPApplication 3 NOTE YourUserNameisyourfirstandlastnamewithnospaces example JudithBrown andyourpasswordisthesameasyourLotusNotespassword IfyoudonotknowyourLotusNotesintranetpassword oryouwouldliketochangeorrequestapassword gotoyourInternetBrowserandtype http webmail intheURLareaoryoumaycontactyourlocalHelpDeskforyourLotusNotesintranetpassword YouwillseetheEmailLoginscreen Selectthelinkfromthere 7 AccessingtheDatabase HomePageAfterenteringyourusernameandpassword youwillbetakentotheAIM PMPhomepage HereyouwillfindabriefintroductiontotheIRStrategicManagement SMS ThebottomoftheHomePagedescribestheAIM PMPcycle 8 AccessingtheDatabase HelpThisscreencontainslinkstoimportantdetailsabouthowtocompleteyourAIM PMPdocument definitionsofessentialterms andatableoutliningtheAIM PMPratingsscale MyDocumentsWhenyouselectthe MyDocuments link adialogueboxwillappearnotifyingyouoftheintendeduseofyourinformation Ifyouhavequestionsregardingtheuseofyourpersonalinformation pleaseKeithMcClainat 201 573 3483 Onceyouhavereadthestatementinthedialoguebox click OK YouwillnowseeyourdocumentcreatedbyHumanResources Ifyouhavesalarieddirectreports youwillalsobeabletoaccesstheirAIM PMPsfromthisscreen Ifyoudonotseealinktoyourdocument s contactHR BycompletingandsubmittingdataintotheAIM PMP OLRdatabase youareagreeingthatthepersonaldatayouhaveenteredcanbeviewedbyauthorizedpersonswithinIngersoll Randworldwide andusedforperformancereview compensationplanningandcompanyorganizationalplanning Ifhavefurtherconcernsregardingtheuseofyourpersonaldata pleasecontactKeith McClain IRCO com 9 STEP1 PerformanceCommitment MajorAccountabilities Individual Objectives IRCompetencies Due December16 2002 10 1 Clickthebuttonlabeled Edit toenterintotheeditmode Youmustbeintheeditmodetoadd modifyANYinformationtoyourAIM PMPdocument 2 Clickthetablabeled MajorAccountabilities Pleasenote YourEmployeeHeaderdatahasalreadybeenpre populatedbyyourHRDepartment Forupdatesand oredits pleasecontactHR 3 Enteryourmajoraccountabilities PerformanceCommitment MajorAccountabilities 0 11 PerformanceCommitment MajorAccountabilities 1 2 3 PerformanceCommitment Review2003forBobbyJonesDraft ReviewPeriod 01 01 2003 12 31 2003Sector InfrastructureEmployee BobbyJonesBusinessUnit GolfEquipmentTitle HRGeneralistSubUnit OtherManager SuzyBossDivision ClubCarManager sManager TomAlmightyFunction HumanResourcesResponsibleHRPersonnel JoeGood HollyHappyAdditionalReaders TigerGreat 12 PerformanceCommitmentIndividual Objectives IndividualObjectiveshaveaclearlineofsighttotheStrategyAttheindividuallevelobjectivesareanexpressionofexpectedoutcomesandrelatetoasingledesiredresultWhatisexpectedhasawayofbeingmeasuredIndividualobjectivesprovidecleartargetsfordirectionandcoaching 13 SMARTObjectives AnobjectivemustbeSMART Thatmeansitmustbewrittensothatitis Specific Clearandconcisestatementofwhatandwhentheindividualwillaccomplishtheobjective Measurable Concrete observablestatementofhowtheindividualadmanagerknowtheobjectivehasbeenaccomplished Measuressuchasproductivity cost timeandqualityarequantitative Agreed Theindividualcommitstoaccomplishtheobjectiveandyou themanager committosupporttheindividualandprovidetheappropriateresourcesforsuccess Realistic Anattainableobjectivefortheindividualwiththeauthorityadresourcesoftime money skillsorpeopleneededforsuccess Time Bound Adeadlinewhentheindividualwillcompletetheobjective Specific Measurable AgreedTo Realistic Time Bound 14 FormatforSMARTObjectives ActionWord TargetedArea MeasurableGoal TargetedDate 15 SampleActionWords achieveanalyzecompleteconductconsolidatecontrolconvertdevelopdesigndirectevaluateintegrateintroduce investigateimplementinitiatelaunchmaintainmanageproviderecommendreviewstructuresubmittrack 16 SMART ObjectiveExamples VagueToconvertrecordstocomputerTospendmoreofmytimedevelopingemployees Specific MeasurableTocompleteconversionofrecordstothesystembyOctober atcontractcostof 15 000andnottoexceed200workhoursTocreatemutuallyagreeduponandimplementeddevelopmentplansforeachofmyfivekeyemployees effectiveApril1 withinexistingbudget andamonthlyinvestmentof20hoursofmytime 17 1 Clickthetablabeled Objectives 2 Clickthebuttonlabeled Edit toenterintotheeditmode Youmustbeintheeditmodetoadd modifyANYchangestoyourAIM PMPdocument 3 Fromthepull downmenu selecttheIRGoalforalignmentwiththeIRStrategyMap Thegoalstoalignwithare DramaticGrowth DualCitizenship andOperationalExcellence 4 Enteradepartment unit orworkgroupgoalthatalignswiththestrategicobjectivefromthebusinessunitStrategyMap 5 UsingSMARTcriteria enteryourobjectivethatwillalignwithbothyourdepartment unit orworkgroup6 EntertheweightingforeachofyourSMARTobjectives Eachweightingshouldbeenteredwithoutadecimalpoint Thesumofallyourobjectiveweightingsshouldequal100 ifyouareanAIMparticipant thiswillbethedifferencebetweenthetotalweightingoftheFinancialObjectivesand100 PerformanceCommitment Objectives 18 PerformanceCommitment Objectives 1 2 3 4 5 6 PerformanceCommitment Review2003forBobbyJonesDraft ReviewPeriod 01 01 2003 12 31 2003Sector InfrastructureEmployee BobbyJonesBusinessUnit GolfEquipmentTitle HRGeneralistSubUnit OtherManager SuzyBossDivision ClubCarManager sManager TomAlmightyFunction HumanResourcesResponsibleHRPersonnel JoeGood HollyHappyAdditionalReaders TigerGreat 19 PerformanceCommitment IRCompetencies Itisonethingtoestablishastrategicdirection ItisanothertoachieveitCompetenciesprovidespecificguidanceastohoworganizationalstrategyistobeachieved Competenciesprovideclarityandguidanceregardinghowweneedtoperformdifferentlytoachieveshorttermandlongtermobjectives Competenciesmakechangedescribableinoperationalterms Competenciesbuildneworganizationalcapabilitiestohelpgainmarketplaceadvantage Competenciesincreaseemployeeunderstandingofexpectations andthereforeincreasemoraleandtrust 20 1 Clickthebuttonlabeled Edit toenterintotheeditmode Youmustbeintheeditmodetoadd modifyANYinformationtoyourAIM PMPdocument 2 Clickthetablabeled IRLeadershipCompetencies 3 Fromthepull downmenu selectthreetofourIRLeadershipcompetenciesthatarenecessarytoachievesuperiorperformance Twoofthesecompetenciesshouldbecompetenciesthatneedtobedeveloped 4 UsingSMARTcriteria enteryourobjective s thatwillalignwithyourIRLeadershipCompetencye g LearnmoreaboutIRproducts travelwithsalespersonontwotripsby3 31 03 attendonetradeshowin2003 and participateinDFTandspendtwodaysonthemanufacturingfloorby11 30 03 5 EntertheweightingforeachofyourSMARTobjectives Eachweightingshouldbeenteredwithoutadecimalpoint Thesumofallyourobjectiveweightingsshouldequal100 ifyouareanAIMparticipant thiswillbethedifferencebetweentheFinancialObjectivesand100 6 Approvalprocess Needtoworkon PerformanceCommitment IRCompetencies 21 PerformanceCommitment IRCompetencies PerformanceCommitment Review2003forBobbyJonesDraft 1 2 3 4 5 ReviewPeriod 01 01 2003 12 31 2003Sector InfrastructureEmployee BobbyJonesBusinessUnit GolfEquipmentTitle HRGeneralistSubUnit OtherManager SuzyBossDivision ClubCarManager sManager TomAlmightyFunction HumanResourcesResponsibleHRPersonnel JoeGood HollyHappyAdditionalReaders TigerGreat 22 InsertCompetenciesTableHere 23 STEP2 TheDevelopmentPlanDue January February2003 24 1 ThisportionofthePMPistobecompletednolaterthantheendofthe1stQuarter However youareencouragednottowaittothelastminute 2 ThisformisseparatefromthePerformanceReview WhereasthePerformanceReviewisspecificallyjob related theDevelopmentPlanisintendedtohelpfacilitateaconversationaboutpersonal careeraspirations 3 ItwouldbegreatifthemanagerandemployeereviewtheDevelopmentPlanatleastoneothertimeduringtheyear asgoalsmaychange orbeupdated Ifthereareupdatestonote pleaserecordtheminthe ProgressUpdate column 4 Keepinmindthat boxes ontheformshouldNOTbelimiting Ifnecessary addmoreorexpandexistingonestomaketheprocessworkforyou TheDevelopmentPlanGuidelines 25 PerformanceCommitment DevelopmentPlan DevelopmentHistoryDevelopmentGoals focusedaroundtheLeadershipCompetenciesSMARTObjectivesfordevelopmentCareerPlanning 26 1 Clickthebuttonlabeled Edit toenterintotheeditmode Youmustbeintheeditmodetoadd modifyANYinformationtoyourAIM PMPdocument 2 Clickthetablabeled DevelopmentPlan 3 DevelopmentHistory Enterdevelopmentalactivitiese g additionalresponsibilities newlearning newexperiences etc thathaveoccurredinthelastfiveyears Theemployeeshouldaddtothissectionyearly Hint EnterwhatdevelopmentalactivitiesyouwanttheleadershipofIRtoknowaboutyou 4 DevelopmentGoals EntertheIRLeadershipand orfunctionalcompetenciesyouneedtofurtherdevelop Thesecanbeshort term oneyear orlong term twotothreeyears 5 DevelopmentObjectives DocumentdevelopmentalobjectivesdesignedtoachievemasteryofthecompetenciesidentifiedunderDevelopmentGoals 6 Actions UsingSMARTcriteria enteractionsthatwillalignwithyourDevelopmentObjectives 7 ProgressUpdate EnterscheduleddatesofActionsand ordateActionswerecompleted Atrainingcourseshouldnotbeenteredwithoutitsanticipateddateofcompletion Note InISOcertifiedfacilities thescheduledoranticipateddateofcompletionmayberequiredinformationforanISOAudit 8 Individual sCareerInterests Goals Enterbothyourshort termandlong termcareergoals TheDevelopmentPlan 27 TheDevelopmentPlan ReviewPeriod 01 01 2003 12 31 2003Sector InfrastructureEmployee BobbyJonesBusinessUnit GolfEquipmentTitle HRGeneralistSubUnit OtherManager SuzyBossDivision ClubCarManager sManager TomAlmightyFunction HumanResourcesResponsibleHRPersonnel JoeGood HollyHappyAdditionalReaders TigerGreat 1 2 3 4 5 6 7 8 28 STEP5 CareerProfileDue January31 2003 29 1 Clickthebuttonlabeled Edit toenterintotheeditmode Youmustbeintheeditmodetoadd modifyANYinformationtoyourAIM PMPdocument 2 Clickthetablabeled CareerProfile 3 CandidateInformation TimewithCompany DurationofTime inyears e g 4 4years decimalsrequired DateHired Day Month Year e g 04 June 98DateofBirth Day Month Year e g 07 July 76DateinPosition Day Month Year e g 01 Jan 01 currentposition TimeinPosition DurationofTime inyears e g 1 9years decimalsrequired 4 Education School EnterSchool s Attended schoolsattendedsincehighschool Major FieldofStudyDegree Enterdegreeattainedorifyouarepursingadegreeenter Pursuing thedegree e g PursuingMBA GraduationYear Entertheyear e g 1999 orifyouarepursuingadegreeenter Anticipate theyear e g Anticipate2005 5 Certifications LicensesAgency EnterCertificationGrantingAgencyField EnterFieldofProfessionalCertification s e g HumanResources Accountancy FirstAidCertification License EntertileofCertification e g PHR CPA CPRCertification Enteryearofcertification e g 2002 CareerProfile 30 CareerProfile PerformanceCommitment Review2003forBobbyJonesDraft ReviewPeriod 01 01 2003 12 31 2003Sector InfrastructureEmployee BobbyJonesBusinessUnit GolfEquipmentTitle HRGeneralistSubUnit OtherManager SuzyBossDivision ClubCarManager sManager TomAlmightyFunction HumanResourcesResponsibleHRPersonnel JoeGood HollyHappyAdditionalReaders TigerGreat 1 2 3 4 5 31 1 Languages Language Selectfromthepull downmenu PleasedonotenterEnglishifthatisyournativelanguage Ifyourlanguageisnotlisted pleaseinformHRsothatitcanbeadded Proficiency Selectyourlevelofproficiencyfromthepull downmenuFluent Reading Speaking andWriting Conversational SpeakingandReading ProficientBasic2 Ingersoll RandWorkHistory Date EnterStartDate EndDate Month Year e g June 00 Dec 00 thisshouldbeenteredindescendingchronologicalorder beginningwithyourpositioninIRpriortoyourcurrentassignment Position s Title s BusinessUnitLocation s City StateorCountry e g Augusta GA Fargo ND Sydney Australia3 PreviousWorkHistory Sameasabove donotincludeIRexperience Previousworkhistoryshouldbeenteredindescendingchronologicalorder beginningwithyourmostrecentpositionpriortojoiningIR CareerProfilecontinued 32 CareerProfilecontinued 1 2 3 33 STEP4 Mid YearUpdate Due July August2003 34 ThemanagerandemployeereviewthegoalsandobjectivesinJune Augusteachyeartoassessprogressandmakesurethattheobjectivesarestillappropriate Objectivesmaybemodifiedbasedonchangesinbusinessconditions objectivesshouldnotbechangedtoaccountfornotmeetingexpectations Note TheDatabasewillbe unlocked toentermid yearupdates PerformanceCommitment Mid YearUpdate 35 Mid YearUpdate MajorAccountabilities EnterMid YearUpdateInformationHere PerformanceCommitment Review2003forBobbyJonesDraft ReviewPeriod 01 01 2003 12 31 2003Sector InfrastructureEmployee BobbyJonesBusinessUnit GolfEquipmentTitle HRGeneralistSubUnit OtherManager SuzyBossDivision ClubCarManager sManager TomAlmightyFunction HumanResourcesResponsibleHRPersonnel JoeGood HollyHappyAdditionalReaders TigerGreat 36 PerformanceCommitment Review2003forBobbyJonesDraft ReviewPeriod 01 01 2003 12 31 2003Sector InfrastructureEmployee BobbyJonesBusinessUnit GolfEquipmentTitle HRGeneralistSubUnit OtherManager SuzyBossDivision ClubCarManager sManager TomAlmightyFunction HumanResourcesResponsibleHRPersonnel JoeGood HollyHappyAdditionalReaders TigerGreat Mid YearUpdate Objectives EnterMid YearUpdateInformationHere 37 STEP6 OverallAssessmentDue January February2003 Theyear endreviewprocessbeginsinJanuaryfortheassessmentofprioryearperformance 38 PerformanceReviewOverallAssessmentEmployeeCompletes 1 Theemployeeshould UpdatetheResults Commentssectionsonthe Accountabilities Objectives and IRLeadershipCompetencies forms and entertheProgressUpdateontheDevelopmentPlan Oncethishasbeencompletedbytheemployee he sheshouldSubmitforApproval 2 Theemployeeshouldscheduleameetingwithhis hermanagerinJanuary February2003toreviewhis herPMP Keepinmindthat boxes ontheformshouldNOTbelimiting Ifnecessary addmoreorexpandexistingonestomaketheprocessworkforyou YouareencouragednottowaittothelastminuteandmaybeginthisprocessinDecember 1 2 39 PerformanceReviewOverallAssessmentManagerCompletes 1 SummaryofPerformance Thisareaallowsthemanagertoexpandontheemployee soverallperformance Specificattentioncanbepaidtoaccomplishmentsorimprovementneeds Includingspecificexamplesisalwaysencouraged 2 AreasofStrength Managers pleasedescribetheemployee sstrengthsastheycorrespondtothepreviouslyidentified IRLeadershipCompetencies aswellasjob relatedaccomplishments 3 AreasofDevelopment Managers pleasedescribeareasinwhichtheemployeeneedstoimprove Again theseshouldcorrespondtothepreviouslyidentifiedIRCompetencies aswellasjob relatedaccomplishments 4 OverallRating 1 2 3 4 40 OverallAssessmentPerformanceReviewRatings SubstantiallyExceed SE Employeesubstantiallyexceedsthemanager sperformanceexpectationsonareg