MASTER
 
 

Webinar on How to Maintain Your Performance Management Records Correctly

By Redstone Learning Inc. DBA EzCertifications (other events)

Thursday, June 23 2016 1:00 PM 2:30 PM EDT
 
ABOUT ABOUT

How to Maintain Your Performance Management Records Correctly

Location: Attend Live Webinar
Dates: 23-June-2016: 1:00 PM EST
Duration: 90 Mins

Speaker: J. D. Sanders

 

J. D. Sanders, M.Ed., SPHR-CA, SHRM-SCP is currently a Business, Management & HR Consultant with over 20 years experience and Founder/Owner of JD Sanders Consulting. He is a HR Leader with extensive expertise in strategic management, performance management, workforce planning and integration both in large and small high tech companies. He is a Strategic Partner and VP of HR for GoalSpan, Inc. He is known for the successful ability to align human resources with organization business objectives and leadership development. 

 

 

 

 He was recognized with the 2015 NCHRA Distinguished Service Award, the 2010 NCHRA Leadership Award. He has extensive experience with startups, creating organizational infrastructure and developing HR departments from scratch. He has mentored and coached numerous executives, managers, and HR Professionals. 

 

Course Description:

 

Does everybody in your company hate your performance management system? I mean, really hate your performance management system and is your executive leadership team trying to eliminate the process because they are so sick of the lack of results? Are you on the bandwagon that says we should just completely get rid of performance management in the company? Are your organizations failing to manage the correct documentation of your performance management efforts throughout your organization? Many companies are failing to correctly maintain their performance management records because the leaders refuse to comply with a system they do not believe in and are completely frustrated with trying to make work. Whether you use an informal or formal process or whether you pretend that you don't have a performance management process, you will always manage performance in some way to allow you to make decisions. 

 

 

 

Often companies will abandon their formal process and all it really does is eliminate the documentation and records. This will leave the organization exposed to litigation, lawsuits and deviation from compliance. You need to consciously think about what it is you are trying to accomplish with your performance management system. The only way to make sure that it's being handled properly is to make sure you keep all the records and documentation appropriately. Your documentation is the critical proof you need to demonstrate compliance and fairness to government entities that could audit or investigate your company. 

 

 

 

Performance Management, as a system in organizations, is undergoing a metamorphosis and most companies and their employees are dissatisfied with the current method they are using to navigate through this critical process. It is essential to understand the current thinking about performance management to successfully adjust your organization’s system in a way that will improve the results of your process. As you manage these changes or keep the current system, it critical that you document all aspects of your performance management correctly and in full compliance. 

 

 

 

In order to understand how to ensure that you have a viable system you must decide what your organization’s purpose is for performance management. Your purpose will drive the actions you take with your performance management and will significantly impact how you will maintain your performance management records. 

 

 

 

During this presentation you will gain an understanding of some of the reasons organizations conduct performance management. You will also become equipped with the knowledge to determine specifically why your organization is conducting performance management that aligns with your organization’s strategy. You will learn how to manage your performance management whether you have hard copies records or you have electronic files. 

 

 

 

You will learn the slight differences and the similarities between electronic files and hardcopy files, including an understanding that they both have the same basic compliance concerns. You will learn the importance of maintaining records for all employees (both positive and negative feedback) and documentation of discussions. You will learn which files to keep and what files you should get rid of to ensure compliance. Do you know how long you should keep the performance management files and when do you get rid of them? 

 

 

 

Who should maintain your official, formal performance management files/records? You will learn the best practice as well as an understanding that the informal files each supervisor/manager keeps on their employees are just as important as the formal legal and complete records stored by Human resources or perhaps an office manage

 

Course Objective:

Wouldn't you like to be the one that turns the situation around and helps save your company from lawsuits? Be the one who helps performance management actually matter in your company. Have it be something worthwhile; reducing some of the issues and with great compliance resolve. This is the course to take for you to improve your situation and actually make a big difference in the success of the company itself through performance management.

 

 

Don't you want to improve your credibility as a business professional and contribute to the success of the organization? You can create metrics to help your company be successful through performance management. You can make sure you have the right documentation and make sure you're giving the right feedback to your leaders.  Imagine your organization doing performance management correctly in all phases, with properly training all the employees in an effective and successful manner.  This presentation will help you understand this and make sure you document all these systems properly

 

Do you know if your performance management is done properly? Do you know if your performance management records are being maintaining in accordance with the law and are compliant? Do you know if your performance management records will keep you out of liability and prevent a lot of lawsuits?

 

 

Do you know if your performance management system is accomplishing what you want it to accomplish? Don't you want your performance management program to be effective and to be cost efficient and to actually improve performance? 

 

 

Managing performance is not something that can be avoided!

 

 

Every Organization has performance management concerns and it is critical that your documentation of how you are dealing with the performance of your entire staff is recorded and managed correctly.  

 

 

Understanding your organization’s overall organizational strategy is critical for determining what performance management process you should implement and document.   Once you determine the process you should use to ensure your purpose will be realized, you then must ensure that you document everything correctly and in compliance.    You will be able to take corrective action to repair a broken performance management process or systems by attending this session.

 

 

These are the objectives:

 

Understand your purpose for performance management in your organization
Understand general objectives of performance management 
Why performance management matters (and by extension performance management records) 
Learn Information about performance management recordkeeping
Understand differences and similarities between electronic and hardcopy records
Understand that all records must be maintained properly including those that managers keep informally in their own files, as well as the formal records that HR maintains
How long to retain performance management records (What to keep and what not to keep)
Positive versus negative feedback documentation…
The most critical things to continue to maintain with performance management
Best practices and legal compliance for performance management

 

Course Outline:

How to determine your purpose for performance management?
What are the general objectives of performance management? 
Why performance management and the documentation that supports it matters?
How to maintain performance management record and files (formal or informal)?
Understand differences and similarities between electronic and hardcopy records
How long to retain performance management records (What to keep and what not to keep)?
Maintaining positive and negative performance management feedback documentation
Critical information to maintain with performance management records
Best practices and legal compliance for performance management

 

Target Audience:

Business Owners and Managers
Branch Managers
Supervisory Personnel
Sales Professionals
Vice presidents of Manufacturing, Marketing or Engineering, 
Project Managers, 
Assistant Accountants or Attorneys, 
Human Resource Managers 
CEOs in all industries who need an overview of the key elements that financial managers address, in order to achieve the business goals for their department or company.

For Further Details please click here

Thank you & Regards,

Sean Sharpe,

Training Manager,

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