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  • Process > Performance Review

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    Real-Time Performance Reviews

    - by Jim Whitt

    The annual review is not going to go away, but good or bad performance needs to be recognized in real time, immediately and consistently.

    Performance Review 2.0

    - by Projects@Work

    Wondering if it's time to scrap the performance review charade? Don't throw the proverbial baby out with the bath water just yet. Here are eight ways to overhaul your employee evaluation system — and transform your culture in the process.

    Project Leader Health Check

    - by Andy Jordan

    As the year draws to an end, it’s a good time for self-examination, professional and personally. For project managers, it’s important to conduct an honest assessment of your leadership and communications performance this past year — and identify opportunities for improvement in the coming year.

    PMXPO 2012
    gantthead is once again excited to be bringing you our annual virtual conference and exhibition on Thursday, May 17, 2012. It's your opportunity to learn, network, earn PDUs and gain valuable knowledge all from the comfort of your home, office-or home office. Registration is FREE, so take a minute now and make sure you don't miss out on what promises to be one of the highest-value conference experiences in project management this year.



    Performance Appraisal System: Mid-Year Employee Performance Review

    Many construction companies have an annual or semi-annual performance review process in which they conduct interviews with the employees in an atmosphere that creates an open dialogue. This form will help assist the manager in conducting a review methodically and comprehensively. Individual companies can tailor the form to suit their specific needs and requirements.

    Meeting the Needs of Software Developers

    - by Ken Whitaker, Managing Director of Leading Software Maniacs

    Using extreme PM tips and techniques will only be successful if you know how to effectively and consistently manage the human element. This is particularly difficult when dealing with creative types. The key ingredient of software development leadership success can be represented as a balance of planning, process and people leadership in order to produce quality products.

    PMO Status Review and Report

    One of the most visible functions of a PMO is keeping track of project status and reporting progress at both a project and program level. This sample PMO reporting process will work right out of the box. It can be tailored up front or over time as your specific organizational needs become more clear.

    This Just In...

    - by John Sullivan

    While a few project circumstances deserve special treatment, most don’t. Your workload is large enough and you don’t want team members manipulating data for a “one-off” report unless it’s absolutely necessary. Here are five ways to limit--or even eliminate--special reports.

    Training Services Review Form

    If you contract an external training service to train users in your new application, you should evaluate their performance. Use this form to review the training team's performance and leverage it against future training service needs.

    Five Steps to Improved PM

    - by Brad Egeland

    There’s no patented formula for creating the right PM practice. But here are five steps that your organization can take to improve on what it has (or had) and hopefully rise from the ashes with something that will work better than the last iteration.

    Where Do Lessons Go to Die?

    - by Projects@Work

    Although many organizations are adequately capturing lessons learned, they often struggle with learning and reusing them on current projects. A detailed analysis of the lessons-learned programs at three organizations uncovered these nine best practices that can help you and your team share and find all those lost lessons.

    Promoting Your Project Management Brand

    - by Dr. Andrew Makar, DMIT, PMP

    How do you promote your project management brand in the marketplace? This article provides a few creative approaches to establishing your PM brand and reputation using a variety of social media approaches.

    Performance Indicators Discussion Planner

    Still evaluating individual performance once it’s past when you really wanted (and needed!) the desired performance? Don’t answer that. Just use this planner to be a more proactive.

    Project Completion Report

    The project is over, and you learned a lot--perhaps the hard way. Catalog the experience with this review and improve the chances that future projects will go well.

    Workgroup Orientation Presentation

    This template assists the project manager with managing workgroup performance by providing workgroups with guidance as to how they can self-manage their own performance. The orientation will describe the components of managing workgroup performance and apply them to the workgroup's specific situation.

    Stakeholder Post-Project Review

    - by George Spafford

    Regardless of why your project has ended, you still need to collect information about it. By methodically reviewing a completed project and identifying the performance of key areas, teams learn what to do--and what not to do--in the next project. Use theis template for your stakeholder review.

    Lessons Learned Analysis: Employee Performance Management & Individual Development Planning

    Alignment is always an important issue - and not just on a business level. Organizational interests and personal interests must be aligned to really make things happen. Post-mortem focus - How did corporate performance reviews and individual development planning programs impact your project? This questionnaire will allow you to analyze these processes, develop conclusions and make recommendations.

    Performance Reviews: Your Chance to Shine

    - by Paul Harder

    Performance reviews--a task that has to be performed--often fill managers with dread. It's time to change that perspective and view these events as opportunities to keep employees motivated and contributing to the team--and the company.

    Training Design Document

    This design document serves as the guide to content development for a training course. After this design document is reviewed and approved, all content should be gathered to support the specified learning objectives. The guidance in this document, once approved, is considered sufficient to move to the next developmental process step.

    Managing Your Career

    - by John Sullivan

    While planning and managing projects over the next 12 months, don’t forget to do the same for your career.

    Risk Review Process and Checklist

    Need to perform a risk audit on a project? This Risk Review Process and Checklist guides you through an exhaustive review of the effort, including documentation, resourcing, delivery performance to date, financial performance to date, and much more. It's not just a checklist of simple measures, but asks a number of questions that truly speak to the potential for the project to achieve the results that were intended.

    Before You Begin, Learn

    - by Gareth Byatt, Gary Hamilton, Jeff Hodgkinson

    If we do not take the time to truly understand previous project experiences — both our own and those of others — how can we expect to improve our project outcomes? Here are a few pointers for capturing, assimilating, sharing and applying all those lessons learned.

    Individual Status Report

    Where exactly are we on this project, and are we on track? Status from each team member, please!

    Database Selection Form

    Improved deliverable! Selecting a database can be a daunting task. Use this form to help you make the best choice based on selection criteria and product evaluation ratings. Don't understand the terms? Then check out the glossary.

    Post-Project Review

    The end of a project is a time for assessing what worked and what didn't, to better position future project teams to repeat the successes and avoid the pitfalls of similar projects. Every project team member has his own role-oriented perspective on how the project progressed and what could be done better in the future. Use this form as a vehicle for capturing that important information.

    Lessons Learned Analysis: General Workforce Management

    How did corporate performance reviews and individual development planning programs impact your project? This questionnaire will allow you to analyze these processes, develop conclusions and make recommendations.

    Legally Defensible Performance Appraisal

    Don't let a disgruntled former employee stir up trouble because of past performance appraisals. Make sure that your evaluations are legally airtight.

    The Yin and Yang of Adaptive Leadership

    - by Michael R. Wood

    The adaptive leader understands that leadership is a process of constantly assessing situations and circumstances--as well as adjusting strategies and resources in order to achieve the best balance of value-added outcomes for the organization and its stakeholders.

    Deliverable Review Checklist and Guidelines

    A formal deliverable review by committee is a necessary evil of a software project. Guidelines for conducting deliverable review sessions must be established and followed. Check your deliverable review procedures against this list to make sure your reviews are productive and professional.

    Are You A Value Creator?

    - by Laura Brandenburg

    Beyond reducing project costs, business analysts must also focus on increasing project benefits. In doing so, you position your work as fundamental to successful outcomes. Here are four ways you can elevate your role and responsibilities to deliver more value to the organization.

    Critical Supervisory Interactions

    This presentation has been designed to proactively reduce ineffective supervisory actions that have been identified as critical to employee satisfaction and workforce performance. It clarifies the role of the supervisor in implementing effective strategies to handle employee performance and behavior problems, both major and minor. If supervisory competency in these areas is inadequate, this presentation can be delivered in the Activation Phase of the project.

    Sell or Hold? Reviewing Major IT Initiatives

    From Gartner PPM Summit
    This session will focus on executive reviews of major initiatives that assess what benefits and value are likely achievable at the time of delivery. These reviews are action-oriented, reviewing initiative evolution and how the results will fit future scenarios and how to make effective decisions to move forward with the initiative--or not.

    Game Mechanics and Projects

    - by Abid Mustafa

    Game mechanics can be applied to the discipline of project management, both as a motivational and training aid. By making project work more enjoyable through real-time recognition and rewards, gamification can also improve team productivity and individual performance.

    Core Team Post-Project Review

    - by George Spafford

    Regardless of why your project has ended, you still need to collect information about it. By methodically reviewing a completed project and identifying the performance of key areas, teams learn what to do--and what not to do--in the next project. Use theis template for your core team's review.

    Improved Product Development Requires More Than PPM Software

    From Gartner PPM Summit 2007
    Gartner estimates that more than 30% of the investment in new product development of most manufacturers does not deliver a return. Often, R&D groups fail to deliver because of poorly defined priorities and inadequate understanding of how their resources are committed.

    Book Review: Measuring Time

    - by Ray W. Stratton, PMP, EVP

    Based on extensive analysis of three competing earned value management methods, a new book summarizes the merits of each. Here, an EVM practitioner reviews “Measuring Time, Improving Project Performance Using Earned Value Management.”

    Project Orientation Presentation

    Getting your workforce up to speed is the only way to ensure top performance. This presentation will save you time putting together all the necessary information to get your whole team ready to go.

    Who’s Keeping Score?

    - by Keith Kerr and Ariel Lotz

    All organizations face significant challenges in planning for and managing their IT portfolios. These challenges can be addressed, in part, by the use of systematic processes for selecting and evaluating IT investments. Based on a framework created for federal agencies, here are some key components to consider including in your project portfolio-scoring model.

    Project Financials: What Does Your CEO Expect from the PMO?

    - by Claire Schwartz

    Successful business execution is dependent upon having timely and accurate financial information. But too often, little thought is put into how to present the data in a meaningful way. From a project or portfolio perspective, what does a C-Level executive expect to see from the PMO for actionable decision-making?

    Training Scope Document

    The purpose of this document is to present a comprehensive summary of the discussions and analyses completed to date for development of training to support your project.

    Resource Impact Review

    - by Andrew Makar, PMP

    Getting more resources for your project is often an issue. This presentation will help you take a structured approach to making the request.

    Why Have Meetings?

    - by Rick Valerga

    If your meetings don’t contribute more value than they cost, they should be cancelled. So how do calculate how much your meetings cost, and what’s the key to making them more effective and efficient?

    Measure Quality, Not Quantity

    - by Katia Sullivan

    All the project measures in the world are useless if the end result is not of high quality. But how do you quantify quality? What metrics measure how good something is? Agile practices respond by making quality part of the process rather than something you measure along the way.

    Agile Quality Assurance: Making the Mind Shift

    - by Andy Jordan

    QA in an Agile environment is very different…are your teams ready? Here we look at how QA needs to evolve in order to best support Agile development practices.

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    Requirements Management Plan Toolkit
    This toolkit includes a template and white papers to help with your requirements management planning. Download it now.