Task performance checklist

Preparation

• Clearly establish task responsibilities per employee
• Define and prioritize task responsibilities
• Learn lessons from previous task performance evaluations and identify previous issues
• Clearly determine standards of performance in measurable terms
• Discuss previous task performance breaches with the employees
• Eliminate or at least mitigate any hassles against the employees' control related to task performance (e.g. poor motivation, lack of time, bad training, etc.)

Discussion on the first meeting

• Schedule the first meeting
• Review the first meeting schedule to the employees
• Review and discuss prioritized task responsibilities with your employees
• Review and discuss defined task performance standards with your employees
• Clearly demonstrate employee contributions and strengths
• Clarify task performance breaches in measurable terms
• Check how the employees understand performance breaches by asking them to re-state the breaches and issues
• Involve your employees in developing new ideas for improving task performance (e.g. brainstorm method)
• End the meeting on a major and supportive note
• Maintain documents on the meeting and register all ideas and proposals, expectations and attitudes

Conduct following meetings

• Schedule following meetings with detailed timeframes
• Review the schedule with the employees
• Review issues raised at the first meeting to focus the discussion
• Request improvement ideas from employees
• Create schedule with detailed timeframes and deadlines
• Review performance plan, pointing at progress reviews, major procedures and operations, and main timeframes
• Give out a copy of the plan to each employee
• Discuss the plan and add the most reasonable and appropriate improvements in it
• Provide ongoing support and encouragement for employees
• Document the history of all events and procedures occurred throughout the meeting and discussion

Controlling and monitoring performance

• Carefully analyze task performance in accordance with the plan
• Use software solutions to optimize and automate monitoring of progress
• Involve and maintain positive changes as they occur
• Recognize and document positive performance improvements
• Hold urgent meeting in case of decreased task performance
• Repeat three first phases in case of unpredictable or unresolved issues
• Document the course of the urgent meeting
• Add correctives and amendments to the plan according to the urgent meeting decisions
• Use various KPIs to measure total and individual task performance

Reporting performance progress

• Create a report template
• Add a system of key performance indicators...

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