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Industry: Marketing

Challenge: Improve the performance evaluation process in two ways:
(1) Gain consistency in how managers conduct evaluations
(2) Improve the timeliness and objectivity of evaluations

Relevant facts

  • Firm introduced a 360-degree performance evaluation system five years prior.
  • Evaluation process not followed consistently; not well understood.
  • Some employees had not received evaluations in several years.
  • Compensation tied to evaluation process, but employees who were not evaluated received pay increases anyway.
  • No training or coaching provided to supervisors to assist them in conducting effective evaluations.
  • Inconsistency of evaluation process created inconsistent performance and decreased morale.

What We Did

  • Documented existing performance evaluation process and participation.
  • Identified resistance and barriers through interviews.
  • Created workshops and individual practice sessions for supervisors.
  • Modified evaluation and feedback forms to simplify use, ensure consistency, and enhance understanding.

Results

  • After five months, 85% of supervisors had attended workshops and begun individual practice sessions.
  • Supervisors learned how to set clear expectations to assure consistent, objective, and fair assessment for all.
  • Quality, consistency, and completeness of performance evaluations improved by 80%. Timeliness improved 65%.
  • All supervisors reported greater comfort—improved confidence—with the evaluation process.