View Full Version : Performance Appraisal - best practice

07-02-2008, 01:21 PM
Hi All,

My question is two fold!

1. I'm working on a project to look at how my business creates a clear line of sight for staff to the organisation's strategy and objectives. I'd love to know if anyone has any tools/forms or processes that you've worked with that have been great to make this a reality? Is there any that you'd be happy to share?

2. As part of our performance appraisal process, we undertake cross team reviews of all proposed annual performance ratings to check that they are consistent and fair (each manager, is effectively justifying the ratings that they have given). Does anyone else use a process like this? If so, what are the strengths of your processes?

Many thanks as always for your thoughts

27-02-2008, 11:30 AM

One of the tools I've worked with is the balanced score card (aka business scorecard). This was used to create a direct line of sight between an individual performance and company performance. It also provides a regular snapshot of the business at different points in time. It can be as indepth or high level - the key is what is the organisation's objectives and are they clear and easy to communicate and manage - performance systems are only as good as the objective.

Robert Kaplan and David Norton have written articles and books on the balanced scored card. It is a very useful tool as it covers financial, internal process, learning and culture, customer perspectives. This tool can be broken into company, department, individual objectives and measures all interlinked.

There is a book called "A practical guide to using the balanced scorecard" - a very good read if you embark on this process.

27-02-2008, 02:01 PM
Hi Aking,

Many thanks for your email - I appreciate your advice and will look into the reference.

Kind regards

27-02-2008, 06:11 PM
Kate, you might consider having a look at the Cambron software as it has a simple mechanism to link to higher level plans among some other useful features.

28-02-2008, 08:58 AM
Hi JackT,

Many thanks will do. Is this a system that you've used?


28-02-2008, 01:31 PM
Yes Kate. I've seen it in action for a couple of years now we've just installed version 7. Its very powerful but simple to use. Importantly our staff like it.

03-03-2008, 07:19 AM
Hi Kburns
I have installed balamced scorecards, and they really are a great line of sight tool-I have also used a specific team process to align goals. Be happy to discuss this with you.
I am interested in what performance scales you use-any chance of emailing?