HR Basics: Performance Management

GreggU
14 Jan 201708:38

Summary

TLDR本视频脚本介绍了人力资源管理中的关键话题——绩效管理。它涉及确保组织使命与员工工作相连接的过程,包括评估员工表现和帮助他们制定行动计划以提升表现。有效的绩效管理可以明确工作职责、提升生产力、发展员工能力、对齐组织价值观和战略、为人力资源决策提供依据以及改善员工与管理者之间的沟通。绩效管理工具包括评估表格,必须与组织的目标、使命和价值观相匹配。反馈是绩效管理系统的核心,应及时提供正面和建设性反馈。文档记录对于绩效管理和处理员工关系问题至关重要,应以事实为基础,避免模糊不清的陈述和个人攻击,确保公平和一致性。

Takeaways

  • 📈 绩效管理是确保组织使命与员工工作相连接的过程,涉及评估员工表现和帮助他们制定行动计划以提升表现。
  • 📋 有效的绩效管理可以明确工作职责和期望,提高个人和团队生产力,通过有效反馈和指导发展员工能力,确保行为与组织价值观、目标和战略一致,为人力资源决策提供依据,改善员工与管理者之间的沟通。
  • 🔍 绩效管理工具包括评估表,这些工具必须与组织追求的目标相关,并且要符合组织的使命、愿景和价值观。
  • 📝 开发绩效评估表时,应参考类似组织或共享绩效管理理念的组织的评估表,确保评估表与组织的使命、愿景和价值观紧密相连。
  • 🌟 能力基础的绩效评估明确了员工行为、知识、技能与能力以及组织使命、愿景和价值观之间的联系。
  • 🔑 每个绩效评估工具都应直接与员工的工作描述相关联,并包含标准元素,如人口统计信息、标准化评级量表、基于工作表现的具体评估、具体表现问题的实例、自我评估、SMART目标和员工发展。
  • 🗣️ 反馈是任何强大的绩效管理系统中不可或缺的一部分,正面和建设性反馈都应尽快给出,不应仅在年度绩效会议上提出。
  • 👍 提供正面反馈时,应频繁并及时地认可员工,根据员工的偏好进行个别表扬,并鼓励继续这种行为。
  • 🛠️ 提供建设性反馈时,要及时、私下、有准备地进行,讨论具体行为而非个人特质,明确期望和结果,并限制在预定时间范围内。
  • 📚 强有力的文档记录在绩效管理和处理员工关系问题中至关重要,目的是教管理者如何以适当的方式记录绩效问题。
  • ✅ 有效的文档记录应基于事实,清晰地描述员工行为,避免模糊不清的陈述、个人攻击或主观评论,并提供支持决策的证据或事实。

Q & A

  • 什么是绩效管理?

    -绩效管理是指确保组织将其使命与员工的工作联系起来的流程。它涉及两个相关活动:一是评估员工的表现是否达到设定的标准;二是帮助他们制定行动计划以提高表现。

  • 有效的绩效管理包括哪些成果?

    -有效的绩效管理包括明确工作职责和期望、提高个人和团队生产力、通过有效的反馈和指导发展员工能力、确保行为与组织价值观、目标和战略一致、为人力资源决策提供依据以及改善员工与管理者之间的沟通。

  • 绩效管理工具包括哪些?

    -绩效管理工具包括评估表格,通常称为绩效评审或其他术语。这些工具必须与组织寻求实现的结果相关,并根据组织的使命、愿景和价值观量身定制。

  • 如何开发绩效评估表格?

    -开发绩效评估表格时,应从具有相似组织或共享绩效管理理念的组织中找到评估表格,审查这些表格的特点,以帮助开发适合自己组织的表格。

  • 基于能力的绩效评估如何与组织目标联系起来?

    -基于能力的绩效评估明确将员工行为、知识、技能和能力与组织的使命、愿景和价值观联系起来,并根据组织价值观对个人和团队能力进行评级。

  • 绩效评估工具应包含哪些标准元素?

    -绩效评估工具应包含以下标准元素:员工的人口统计信息、标准化评级量表、基于具体工作相关标准的绩效评估、具体表现问题的实例、自我评估、SMART目标以及员工发展。

  • 反馈在绩效管理系统中扮演什么角色?

    -反馈对于任何强大的绩效管理系统至关重要。正面和建设性的反馈都应尽快发生,不应仅在年度绩效会议上进行。

  • 如何提供正面反馈?

    -提供正面反馈时,应频繁地认可和赞扬,了解员工的偏好,并以他们喜欢的方式给予认可,通过沟通行为如何帮助团队、公司和他们自己来认可行为,并鼓励继续这种行为。

  • 如何提供建设性反馈?

    -提供建设性反馈时,要及时、在私密环境中、在预定时间以准备充分的方式进行,讨论具体行为而非个人特质,描述所看到和听到的内容,而不是你的判断或评估,明确定义你希望看到的改变和期望的结果和成果。

  • 为什么HR专业人员认为强大的文档记录在绩效管理中至关重要?

    -HR专业人员认为强大的文档记录对于绩效管理和处理员工关系问题至关重要,因为它不仅可以在诉讼中保护雇主,还可以展示我们为帮助某人成功所采取的步骤。

  • 有效的文档记录应遵循哪些准则?

    -有效的文档记录应遵循以下准则:了解受众、坚持事实、描述期望、描述需要改变的内容、避免判断、避免模糊性、包括双方、制定行动计划、跟进期望、行动计划和截止日期,并详细说明后果。

Outlines

00:00

📊 绩效管理概述

本段视频脚本介绍了绩效管理的基本概念,它涉及确保组织使命与员工工作相连接的过程。绩效管理包括评估员工表现和帮助他们制定提升表现的行动计划。有效的绩效管理可以明确工作职责、提升生产力、发展员工能力、使行为与组织价值和目标一致、为人力资源决策提供依据以及改善员工与管理者之间的沟通。绩效管理工具包括评估表格,这些工具应与组织的目标、愿景和价值观相匹配,并且应与员工的工作描述直接相关联。

05:01

🔍 绩效评估工具的开发与反馈

在开发绩效评估工具时,应考虑包括人口统计信息、标准化评分量表、基于工作表现的评估、具体表现问题的实例、自我评估、SMART目标以及员工发展等标准元素。此外,反馈对于强大的绩效管理系统至关重要,应提供及时的正面和建设性反馈。在提供反馈时,应具体、基于事实,并专注于行为而非个人评价。对于正面反馈,应经常认可并鼓励继续这种行为;对于建设性反馈,则应迅速提供,私下进行,并专注于具体行为。

📝 绩效管理中的文档记录

HR专业人员认识到,在绩效管理和处理员工关系问题中,强有力的文档记录至关重要。文档记录的目的是展示帮助员工成功的步骤,而不仅仅是为了诉讼保护雇主。有效的文档应基于事实,描述员工行为,避免模糊不清的陈述、个人攻击或主观评论,并提供支持决策的证据或事实。有效的文档应包括了解受众、基于事实的描述、明确期望、描述需要改变的行为、避免判断、避免模糊性、包括双方观点、制定行动计划、跟进期望、行动计划和截止日期以及详细说明行为或表现不佳的后果。

Mindmap

Keywords

💡绩效管理

绩效管理是指确保组织将其使命与员工的工作联系起来的流程。它涉及两个相关活动:一是评估员工的表现是否达到为他们设定的标准;二是帮助他们制定行动计划以提高表现。在视频中,绩效管理是核心主题,它帮助明确工作职责和期望,增强个人和团队生产力,并通过有效的反馈和指导来发展员工能力。

💡绩效评估

绩效评估是绩效管理过程中的一个环节,它涉及根据既定标准评价员工的表现。在视频中,提到绩效评估表(通常称为绩效评审)是绩效管理工具之一,必须与组织的目标、愿景和价值观相匹配,并且要与员工的工作描述直接相关联。

💡行动计划

行动计划是帮助员工提高其工作表现的一系列具体步骤或措施。视频提到,绩效管理的目的是帮助员工发展行动计划以改善他们的绩效结果,这有助于员工明确如何提升自己的工作表现,并与组织的期望保持一致。

💡SMART目标

SMART目标是指具体(Specific)、可衡量(Measurable)、可达成(Achievable)、相关性(Relevant)和时限性(Time-bound)的目标。视频中强调,SMART目标为期望的结果提供了清晰的定义和后续跟进,是绩效管理工具的一部分,有助于员工明确自己的工作目标和如何实现它们。

💡反馈

反馈是绩效管理系统中不可或缺的一部分,包括正面和建设性的反馈。视频中提到,反馈应及时提供,不应仅在年度绩效会议上提出,以避免给员工带来意外。反馈应具体明确,支持以事实和工作相关的例子,并专注于行为而非评判。

💡正面反馈

正面反馈是对员工工作表现的积极认可。视频建议,应经常给予正面反馈,以增强员工的积极行为,并通过沟通这种行为如何帮助团队和公司,鼓励其持续。正面反馈可以提高员工的士气和工作动力。

💡建设性反馈

建设性反馈是帮助员工改进工作表现的反馈。视频中提到,提供建设性反馈时要迅速、在私密环境中进行,并关注具体行为而非个人特质。例如,指出'你开会迟到了'比说'你对项目不够投入'更为具体和有用。

💡文档记录

文档记录在绩效管理和处理员工关系问题中至关重要。视频强调,记录绩效问题不仅是为了在诉讼中保护雇主,也是为了展示我们帮助员工成功的步骤。良好的文档记录可以为雇主创造信誉,显示员工以公平和一致的方式被对待。

💡行为对齐

行为对齐是指促使员工的行为与组织的价值、目标和战略保持一致。视频中提到,通过绩效管理可以驱动行为对齐,确保员工的行为与组织的使命和目标相符,这对于组织的成功和员工的个人发展都至关重要。

💡员工发展

员工发展是指确保员工通过培训和成长机会不断提升自己的能力。视频中提到,绩效管理工具应该包括员工发展,以确保员工能够参与到他们的职业发展过程中,这有助于提高员工的工作满意度和忠诚度。

💡行为标准

行为标准是指员工在工作中应遵守的行为准则。在绩效评估中,员工的表现将根据这些标准进行评估。视频中提到,评估表和流程文件必须根据组织寻求实现的组织成果来定制,这包括了与员工行为相关的具体、可衡量的标准。

Highlights

HR基础课程旨在强调人力资源管理主题的关键知识点。

本课程探讨绩效管理,包括开发优秀工具、确保反馈和文档的关键作用。

绩效管理涉及确保组织使命与员工工作相连接的过程。

绩效管理包括评估员工绩效和帮助他们制定提高绩效的行动计划。

有效的绩效管理结果包括明确工作职责、提高个人和团队生产力等。

绩效管理工具包括评估表,也称为绩效评审或其他术语。

绩效工具必须与组织寻求实现的结果相关。

开发绩效评估表时,应参考类似组织的评估表。

基于能力的绩效评估明确了员工行为与组织使命、愿景和价值观之间的联系。

每个绩效评估工具都应直接与员工的工作描述相关联。

标准绩效工具元素包括人口统计信息、标准化评分量表、基于工作表现的评估等。

反馈对于任何强大的绩效管理系统都是必不可少的。

正面和建设性反馈应尽快发生,不应仅在年度绩效会议上进行。

提供正面反馈时,应频繁认可并了解员工的偏好。

提供建设性反馈时,要及时、私下提供,并讨论具体行为。

人力资源专业人士认识到,强大的文档记录在绩效管理和员工关系问题管理中至关重要。

文档记录的目的是展示帮助某人成功的步骤,而不仅仅是保护雇主免受诉讼。

有效的文档记录应基于事实,避免模糊不清的陈述和个人攻击。

文档记录应包括员工行为的描述、期望的变化、避免判断、包括双方观点等。

创建行动计划,包括期限,并跟进期望、行动计划和期限。

详细说明行为或绩效不佳的后果。

Transcripts

play00:00

[Music]

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HR basics is a series of short lessons

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designed to highlight what you need to

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know about a particular human resource

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management topic in today's HR basics we

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explore performance management

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discussing the development of great

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tools ensuring feedback and the critical

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role of documentation performance

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management refers to the processes that

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ensure an organization connects mission

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with the work of its employees

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performance management involves two

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related activities one evaluating the

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performance of employees against the

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standards set for them and two helping

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them develop action plans to improve

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their performance outcomes of effective

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performance management include

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clarifying job responsibilities and

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expectations enhancing individual and

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group productivity developing employee

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capabilities through effective feedback

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and coaching driving behavior to align

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the organization's values goals and

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strategy providing the basis for making

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human resource decisions and finally

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improving communication between

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employees and managers performance

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management tools include appraisal forms

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oftentimes referred to as performance

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reviews or other terms your performance

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tools must be relevant to organizational

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outcomes that you seek to achieve

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appraisal forms and process documents

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must be tailored to an organization's

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mission vision and values when

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developing a performance evaluation form

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do your homework

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find evaluation forms from similar

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organizations or organizations that

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share your philosophy of performance

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management review of these

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characteristics can help you develop

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great forms that are tailored to your

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organization competency based

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performance appraisals make a clear

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connection between employee behaviors

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their knowledge skills and abilities and

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the mission vision and values of your

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organization individual and team

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competencies should be rated against

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organizational values again make sure

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to reinforce your organizational

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language and terminology for all aspects

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of the process and make specific

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reference to competencies values and

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descriptions of those things most

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important to your organization to

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connect mission to work every

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performance appraisal tool should be

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directly tied to an employee's job

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description it's up to you to decide

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what elements should be included in your

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performance appraisal tools however

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there are standard elements of

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performance tools that every

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organization should consider they're

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listed here first demographic

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information identifying employees then a

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standardized rating scales selected to

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reflect the goals of your organization

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most commonly a clear five-point scale

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job-related assessment of performance

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based on specific job-related criterias

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and concrete examples of performance

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issues and then fourth self evaluation

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encouraging active participation of

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employees engaging them in their part in

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the process five SMART goals providing

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for clear definition and follow-through

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desired outcome and sixth and finally

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employee development ensuring the

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interactive process regarding training

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and employee growth these standard

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elements will create a user-friendly and

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useful a performance appraisal tool for

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your organization now let's talk about

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feedback which is essential to any

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strong performance management system

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both positive and constructive feedback

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should occur as soon as possible

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no performance feedback whether it be

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positive or negative should be left to

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an annual performance meeting I often

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say there should be no surprises in

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these meetings it's critical to be

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specific with providing any performance

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feedback clearly and concisely state the

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feedback support the feedback with facts

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and job-related examples and focus on

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behaviors not judgments here are some

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quick tips for providing positive and

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constructive feedback in positive

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feedback bank and recognized frequently

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people like to hear that they're doing a

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good job individual recognition and

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praise should be given in a

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the employee prefers so understand

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employee preferences recognizer behavior

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by communicating how it's helping you

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the team the company and themselves and

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encourage continued behaviors make sure

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they know what to do in the future now

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the more difficult constructive feedback

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be prompt with constructive feedback

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the sooner you provide it the more

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likely the individual will connect the

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feedback to their behavior deliver

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constructive feedback in a private

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setting at a scheduled time in a

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well-prepared manner discuss specific

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behaviors not personal traits you have

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shown up late for the project meeting is

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better than you are not committed to

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this project describe what you saw and

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heard not your judgment or evaluation

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your presentation ran 45 minutes 15

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minutes over time is better than you did

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not prepare properly for the meeting

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finally clearly define changes you want

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to see made and desired expectations and

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outcomes next time limit your

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presentation to fit the scheduled time

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slot HR professionals recognize that

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strong documentation is critical in

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performance management and managing

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employee relations issues their

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challenge is to teach managers how to

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document performance issues in an

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appropriate manner the purpose of

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documenting performance problems isn't

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just to protect the employer in case of

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a lawsuit it's also to show the steps

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we've taken to help someone be

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successful performance documentation

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must tell a story rooted in fact

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painting a descriptive picture of

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employee behavior with words good

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documentation creates credibility for

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the employer by showing that employees

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are treated in a fair and consistent

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manner however some common mistakes and

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documentation ZAR made making vague

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unclear statements about what the

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employee needs to do to improve adding

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personal attacks or subjective comments

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and providing little or no evidence or

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facts to support decisions of discipline

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or termination

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follow these guidelines for effective

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documentation one know your audience

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obviously it's the employee but the

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audience is broader including

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decision-makers agencies lawyers maybe a

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judge or a jury right for the readers

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perspective second be factual learn the

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facts and describe the who what where

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when and why paint a word picture of the

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facts 3 describe expectations don't

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simply state show up on time instead say

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your job begins at 8 a.m. at which time

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you should be at your desk ready to

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answer client calls number 4 describe

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what needs to change

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describe the job-related conduct not the

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individual articulate how the behavior

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impacts others and the organisation 5

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avoid judgments don't use words such as

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always or never their broad which can

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easily be disputed by employees number 6

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avoid vagueness avoid vague phrases that

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could produce grounds for discrimination

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number 7 include both sides include the

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employees explanation for their conduct

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and behavior showing multiple

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perspectives demonstrates fairness in

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the process number 8 create an action

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plan include deadlines for the employee

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use don't just say we expect you to

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improve immediately instead say we

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expect your report to be submitted by

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5:00 p.m. tomorrow number dine

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follow up on expectations action plans

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and deadlines and document it if you

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don't follow up it shows that you don't

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care and 10 detail consequences describe

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the consequences of the behavior or poor

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performance continuing

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you

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