Method and Business Form for Employee Management and Improvement
First Claim
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1. A method of managing an employee, the method comprising the steps of:
- providing a management scorecard document comprising;
a plurality of objective performance metrics corresponding to a position held by the employee;
a plurality of behavioral analytics corresponding to the employee, the plurality of behavioral analytics comprising at least one strength analytic and at least one weakness analytic, wherein each of the plurality of behavioral analytics comprises at least a current assessment of a particular behavior, a business impact corresponding to the particular behavior, and a suggested modification of the particular behavior; and
a plurality of improvement goals, each of the plurality of improvement goals corresponding to at least one of the plurality of objective performance metrics or the plurality of behavioral analytics, wherein each of the plurality of improvement goals comprises a current performance metric and a target metric;
scheduling a face-to-face management session with the employee;
meeting with the employee;
discussing one or more of the plurality of objective performance metrics, the plurality of behavioral analytics, or the plurality of improvement goals with the employee;
documenting numerical scores corresponding to at least one of the plurality of objective performance metrics on the management scorecard document;
documenting the suggested modification of the particular behavior on the management scorecard document; and
documenting at least one improvement goal on the management scorecard document; and
obtaining written acceptance of the employee on the management scorecard document.
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Abstract
A method (200) for preparing a supervisor to manage an employee and for managing the employee includes the provision of a management scorecard document (400). The management scorecard document (400) can include a metric analysis portion (402), a behavior analysis portion (421), and a performance target section (434). The supervisor uses the management scorecard document (400) in a coaching session, such as a face-to-face meeting, to focus on developing employee behavior rather than simply delivering employee feedback.
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Citations
20 Claims
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1. A method of managing an employee, the method comprising the steps of:
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providing a management scorecard document comprising; a plurality of objective performance metrics corresponding to a position held by the employee; a plurality of behavioral analytics corresponding to the employee, the plurality of behavioral analytics comprising at least one strength analytic and at least one weakness analytic, wherein each of the plurality of behavioral analytics comprises at least a current assessment of a particular behavior, a business impact corresponding to the particular behavior, and a suggested modification of the particular behavior; and a plurality of improvement goals, each of the plurality of improvement goals corresponding to at least one of the plurality of objective performance metrics or the plurality of behavioral analytics, wherein each of the plurality of improvement goals comprises a current performance metric and a target metric; scheduling a face-to-face management session with the employee; meeting with the employee; discussing one or more of the plurality of objective performance metrics, the plurality of behavioral analytics, or the plurality of improvement goals with the employee; documenting numerical scores corresponding to at least one of the plurality of objective performance metrics on the management scorecard document; documenting the suggested modification of the particular behavior on the management scorecard document; and documenting at least one improvement goal on the management scorecard document; and obtaining written acceptance of the employee on the management scorecard document. - View Dependent Claims (2, 3, 4, 5, 6)
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7. A management scorecard document configured to assist a supervisor in managing an employee, the management scorecard document comprising:
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a metric analysis portion, the metric analysis portion comprising predefined matrices for recording a plurality of objective performance metrics corresponding to a position held by the employee; a behavior analysis portion, the behavior analysis portion comprising predefined matrices for recording a plurality of behavioral analytics corresponding to the employee, the plurality of behavioral analytics comprising at least one strength analytic and at least one weakness analytic, wherein each of the plurality of behavioral analytics comprises at least a current assessment of a particular behavior, a business impact corresponding to the particular behavior, and a suggested modification of the particular behavior; and a performance target section, the performance target section comprising a plurality of improvement goals, each of the plurality of improvement goals corresponding to at least one of the plurality of objective performance metrics or the plurality of behavioral analytics, wherein each of the plurality of improvement goals comprises a current performance metric and a target metric. - View Dependent Claims (8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18)
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19. A method of preparing a supervisor to conduct a performance review with an employee, the method comprising the steps of:
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obtaining employee performance data by observing the employee performing a job; providing a management scorecard document comprising; a plurality of objective performance metrics corresponding to a position held by the employee, the plurality of objective performance metrics comprising at least a quality assurance metric comprising at least a goal, a first employee performance measurement corresponding to a predetermined amount of past time and a second employee performance measurement corresponding to a predetermined amount of time under review, wherein the plurality of objective performance metrics further comprises a comparison portion for recording a grade stemming from a comparison of the first employee performance measurement with the second employee performance measurement; a plurality of behavioral analytics corresponding to the employee, the plurality of behavioral analytics comprising at least one strength analytic and at least one weakness analytic, wherein each of the plurality of behavioral analytics comprises at least a current assessment of a particular behavior, a business impact corresponding to the particular behavior, and a suggested modification of the particular behavior; and a plurality of improvement goals, each of the plurality of improvement goals corresponding to at least one of the plurality of objective performance metrics or the plurality of behavioral analytics, wherein each of the plurality of improvement goals comprises a current performance metric and a target metric; populating the first employee performance measurement corresponding to the predetermined amount of past time and the second employee performance measurement corresponding to the predetermined amount of time under review with at least a portion of the employee performance data; instructing the supervisor to schedule a face-to-face management session with the employee; instructing the supervisor to complete the management scorecard document during the face-to-face management session; and receiving a completed management scorecard document from the supervisor. - View Dependent Claims (20)
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Specification