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Workshop 10 (half day)

Designing and Implementing Performance Management: Best Practices and Applied Realities

Presenters: Elaine D. Pulakos, Personnel Decisions Research Institutes
                    Nancy L. Rotchford, Ingram Micro, Inc.

Coordinator: Rose A. Mueller-Hanson, Personnel Decisions Research Institutes

This workshop will provide practical guidance on designing and implementing an effective performance management system. It will cover topics such as (a) developing and validating competency models, performance standards and rating scales; (b) developing and implementing effective measures of results, including the development of cascading goals that support larger team, unit, and organizational goals; (c) linking pay to performance; (d) approaching performance management from a process perspective (i.e., emphasizing the importance of having meaningful conversations with employees throughout the year rather than the simple mechanics of the evaluation); and (e) addressing the change management components of performance management implementation, such as organizational buy-in, leadership support, automation, and system evaluation. The presenters will discuss these concepts in the context of their extensive experience designing and implementing a variety of performance management systems in government and private sector organizations. Presented from the perspectives of both an external and an internal consultant, this workshop should be of interest to practitioners who are responsible designing and/or implementing valid, effective, and legally defensible performance management systems.

This workshop is designed to help participants:

  • Identify performance management best practices and what one needs to do to actually implement these effectively in organizations
  • Design performance management systems that are aligned with and facilitate achieving larger organizational goals and objectives
  • Apply efficient methods to develop and validate competency-based and result-oriented performance measures
  • Develop efficient performance management processes that maximize performance and results
  • Identify issues associated with pay for performance and ways to implement pay for performance effectively
  • Summarize key legal issues relevant to performance management

Elaine D. Pulakos is executive vice-president and director of PDRIs Washington DC office. A recognized expert and researcher in the areas of selection and performance management, she has spent her career conducting applied research in private and public sector organizations. Her career includes over 20 years experience designing, developing, and implementing numerous large-scale HR systems, such as staffing, performance management, and career development systems. She is a past president of SIOP and a Fellow of APA and SIOP. She is a successful author and has written on the topics of staffing and performance management. In addition to authoring numerous publications, she recently authored a booklet for the SHRM foundation, titled Performance Management: A Roadmap for Developing, Implementing, and Evaluating Performance Management Systems and co-edited two books: The Changing Nature of Performance: Implications for Staffing, Motivation, and Development with Dan Ilgen and Implementing Organizational Interventions: Steps, Processes, and Best Practices with Jerry Hedge. Elaine received her PhD in I-O psychology from Michigan State University.

Nancy L. Rotchford is the director of Worldwide Associate Assessment for Ingram Micro Inc. She has worked for Fortune 500 companies throughout her 22-year career, successfully developing and implementing HR processes linked to business strategies and resulting in positive organizational outcomes and cost reductions. Her demonstrated expertise includes development and implementation of performance management systems, employee selection systems, service quality assessments, employee surveys, and multilevel feedback processes. One of her strongest interests is performance management, and at Ingram Micro she designed the performance measurement system for the award-winning Skills For Success program. This program engages employees in their own performance enhancement and career progression and has resulted in improved customer service and increased sales. She has made numerous presentations on performance management and authored a chapter on this topic in Implementing Organizational Interventions. Nancy received her PhD in I-O psychology from the University of Illinois. 

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