Performance and Development Planning > What is it?

Performance and Development Planning

Performance Management Made Easy

The PDP tool is a fully hosted, online performance planning and review solution. All it requires is that Staff have an email address, a web browser and an ability to follow simple on-screen instructions.

The tool is designed for organisations that do not want to make large investments in inflexible software, ongoing updates and complex Staff training on using the software.

The PDP tool is designed to allow Managers and Staff to create simple, effective performance plans and to easily review performance against those plans.

It includes:
  • A goal hierarchy
  • The ability to house your capability framework
  • The full range of functions for performance & development planning & review, career planning and upward feedback
  • Succession planning
  • Probation management
It contains a full suite of support resources and detailed instructions, which are available as a complete set or as help and advice, section by section on screen.

We can also offer a free training session for your organisation if you feel you need it. Training is available on an in-house training basis, via phone conference, or by use of a self-paced workbook.

Features and benefits of our performance and development solution

This is an internet based, browser-accessed tool, hosted by iedex and administered by you via a simple admin panel with access to all customisable features and reports.

Key Features:

Hosted

The system is loaded on our servers and accessed by your staff using a standard web browser.This provides high security for your sensitive information and makes implementation easier because we can control the hosting environment.

Standard Elements

The PDP provides customised planning and review forms & scales to fit your requirements.
The standard components of the PDP are:
  • Performance goals plan and review system, with weighting option
  • Workload allocation module
  • Values and Behaviours plan and review system, with weighting option
  • Overall performance assessment and incentives eligibility rating
  • Learning & development plan and review system
  • Career development plan and review system
  • Manager support commitment (upward feedback)
  • Date stamped, private journal
  • Document archive
  • Flexible length of planning cycle (annual, biannual, quarterly, etc)
  • Mid-cycle review
  • Customised on-screen appearance, business logo / badging, links to relevant business documents (eg. Business Unit Plans, Values and Behaviours, Strategic Priorities, etc)

Two Way Feedback

Consistent with contemporary practice, the PDP facilitates two-way two-way, regular, evidence based feedback between staff and their manager.

Compliance Check

While staff are accessing their performance plans, take the opportunity to check some basic information, such as:
  • Position description up to date?
  • Leave plan discussed with manager?
  • Code of conduct read?

Probation

The PDP can handle two forms of probation:
  • New staff
  • Staff flagged as consistently underperforming

Reporting

The PDP has extensive on-demand reporting for any data held in the database available by manager, business unit and whole of business. These reports include:
  • Completion rates and statistics
  • Alignment of performance goals with business goals at different levels
  • Workload allocation tables
  • Values and Behaviours plans and reviews
  • Overall performance assessments and incentives eligibility rating
  • Learning & development plans and reviews
  • Career development plans and reviews
  • Manager support commitments and ratings (upward feedback)

Sample of Additional Features

  • Pre-fill staff performance plans with business / strategic priorities by business unit.
  • Position Descriptions in the PDP with editable and non-editable elements.
  • Operate an ongoing journal to record relevant performance and development information between formal reviews - confidential to the author and date stamped
  • Choose visibility options to allow nominated levels of management to view selected categories of plans/reviews
  • Allow second-up manager to view and record comments about staff plans and reviews
  • Customisable library of resources and tools to support managers and staff
  • Automated emails reminders - frequency set by Administrator
  • Pre-filling of planning sections eg. to "lock" business unit objectives into every staff plan (with "lock" on/off function).
  • Create links to Strategic / Business Plans.
  • "Copy plan" function - minimise repetitive data entry for staff and managers

Training

To support implementation, iedex offers training for all your possible requirements, including:
  • Administrator training
  • User training (for site champions / key users or for all staff)
  • Conducting successful performance and development discussions
  • On-screen demonstration of entire system with cursor movement and voice

Strategic Focus of our PDP

Our PDP is specifically designed to provide you with an end-to-end suite of modules that support a contemporary approach to staff performance and development and support a strategic approach to optimising your human capital. As market-based sources of competitive advantage (or positive outcomes delivery in the public sector) become more commonly applied, the best businesses are turning to their human capital as a critical contributor to strong, sustainable performance.

Strategic Functionality

The PDP has been designed to provide functionality and reporting for several strategy supportive HR roles:
  • Alignment of individual performance with business goals and reporting, in real time, on the number of people supporting each priority and exactly what their contribution is.
  • Talent management - identifying and categorising talented people and providing them with challenging work that benefits the business and stretches their capabilities.
  • Succession planning - ensuring critical roles are identified and staff are nominated to succeed into these, if they can "beat the market", and provide you with a reliable "level of readiness" indicator for each candidate.
  • Workforce Planning - the PDP can feed information into your workforce plan in the form of:
    • Talent pool features
    • Staff performance profiles by business unit or level when these have implications for future strategy
    • Succession planning strategy
    • Leadership profile and its fit with the 3-5 year strategic intent of the business
    • Business values and behaviours (culture) as an asset or constraint on the proposed business strategy and priorities
  • Capability frameworks - The PDP can host your capability framework and allow staff to access it for career and professional development purposes.

How you can help make your installation of the PDP more successful

The context within which our system operates is important to overall success. You can help by:
  • Checking the quality of policies such as:
    • Performance Management
    • Promotion
    • Reward and recognition
    • Career and succession management
    • Probation
  • Ensuring your business goals and priorities are clear, including for all business units
  • Monitoring your culture of accountability closely and ensuring clear consequences for non-performance and incentives for appropriate performance
For an overview of our PDP tool please read our Performance and development system (PDP) profile.


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Performance and Development Planning > What does it cost?

PDP Return On Investment (ROI)

There is a substantial ROI from using our PDP. Contact us for an assessment of the ROI you can expect.

ROI on performance and development management:
  • Every business has a strategic plan - the existence of this document does not differentiate good performers from the rest. Those that implement their strategy effectively can outperform the market by up to 15%. The PDP is specifically built to assist implementation by all staff at all levels.
  • The productivity of high performing staff is as much as 50% greater than the average and is many multiples greater than low performers. Appropriate incentives, talent management and succession strategy all support potential high performers.
  • Underperforming staff incur business costs of up to three times their annual salary through negative impact on other people, unsatisfied customers, disrupted workflows and so on. These costs are often hidden, but are nonetheless real.

Request Pricing or a Demonstration

To request a price or a demonstration click here.


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Performance and Development Planning > Is it for my business?

Business challenges this service addresses:

  • How confident are you that the work people do every day is directly aligned with your business priorities?
  • Can you report, in real time, on the number of people supporting each business priority and exactly what their contribution is?
  • Do you know how well managers are supporting their staff to achieve your business priorities and build the culture you want in the business, or do you operate by anecdote? Do your staff get a chance to provide feedback on the performance of their manager - or is it all one-way?
  • Do you have a reliable business-wide capability profile that feeds into your workforce plan and that informs your investment in recruitment, learning and development?
  • Do you have a schedule of succession plans for all critical roles, complete with a reliable "level of readiness" indicator for each candidate? Have all staff with exceptional talent been located and placed on this list?
  • Is your performance and development process simple, intuitive, automated, informative and never outdated?
Our PDP tool is specifically designed to address these issues. This hosted service provides you with an end-to-end suite of modules that support a contemporary approach to staff performance and development and deliver a strategic approach to optimizing your human capital.


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Performance and Development Planning > How do I do it?

Key elements of the tool

The iedex PDP software solution is:

Customisable

We can help you define your requirements to ensure you get the workflow and reporting you need. You can customise your forms, rating and weighting scales.

Copy & Templates

Use pre-filled templates, copy an existing plan to several employees or use last year's plan as the basis for your current plan.

Real Time Data

See the status and completion rates of your plans and review cycles online and in real time.

Automated Emails

Design the content for the over 50 email types available in the PDP.

Reporting

A rich suite of real time reports are available generated by any nominated organisational structure, for example business unit, team or location.

Hosted

Iedex manage all your support, training and upgrade requirements, so you are always using the latest version.

Core Modules

Our flexible and modular solution design means you decide what functionality to use and what to switch off.
  • Performance objectives - ensure staff effort is aligned with their designated team, business unit or corporate goals
  • Values and behaviours - encourage everyone to reinforce the culture of your business
  • Learning and development - based on your capability framework, targeted and prioritised for effective budgeting
  • Manager support - help your supervisors commit to supporting their staff
  • Career plan - discover the aspirations of your staff, complete with readiness indicators

Optional Modules

  • Succession Management - allows you to ensure all critical roles have a successor in place with customised development plans and readiness indicators
  • Probation Module - allows for flexible planning and review cycles for new starters or underperforming staff
  • Talent Management - identify and manage your talent by assessing staff according to their current performance and future potential

Sample screen shots

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Performance and Development Planning > Can I learn more?

An integrated view of performance management

For an integrated view of performance management click here.


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Performance and Development Planning > Start Now

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