annual plan matching tool

Performance Management Pilot

ANNUAL PLAN MATCHING TOOL

Adapted from Kristen Mägis, Ph.D., March 2021

Managers as Leaders course 1 University Human Resources

SUPERVISOR/EMPLOYEE __________________________________ DATE _____________

OVERVIEW & INSTRUCTIONS

Aligning performance with the Vision, Mission & Values (VMV) first requires that a person can see connections between themselves and the VMV. This tool assists people to discover those connections. Follow these instructions to complete the process.

1. Supervisor - you must discover connections for yourself before you can discover connections with others. So, complete this tool for yourself first!

2. Individual Work on Tool:

a. Supervisor - complete Know the VMV. Schedule meeting with employee.

b. Employee - complete Know the VMV & Know the Person

3. Supervisor & Employee Meeting - Share Know the VMV notes. Employee share Know the Person notes. Have a conversation about Discover Connections.

KNOW THE VMV

You need to know as much about the VMV as possible. The better you know them, the more connections you will be able to discover. Use the Exploring the VMV Tool to develop in-depth knowledge about the VMV.

Important Notes:

Many departments and work units do not have formal VMV statements. If you interview people, however, you will learn what they are in practice. Use the VMV ‘in practice’ for this analysis.

OSU departments are structured differently. So, the term ‘work unit’ is used generically to indicate subunits of departments.

Remember, many departments don’t work directly with students. However, they have vital roles to play to ensure student success. Hence, they have important connections to the VMV. Think expansively and get others to help you.

1. Get a recent copy of the OSU VMV (feel free to use the VMV handout).

a. Describe what the Vision, Mission and Values mean.

2. Get a recent copy or describe your department or work unit VMV.

a. Describe how the VMV contributes to OSU’s VMV. What does your department/work unit do that is critical to accomplishing OSU’s VMV? Be specific and detailed.


ANNUAL PLAN MATCHING TOOL



KNOW THE PERSON

In general, you want to know as much about the person as possible. The better you know the person, the more connections you will be able to discover. Here are some questions designed specifically for a work context. You can ask these questions or use them to design more specific questions.

When you are gathering the answers, you need to get enough detail to be able to discover connections between the person and the VMV. Keep asking until you discover connections.

1. Examine the person’s Position Description. Identify anything that has changed.

2. What are the person’s beliefs and values about work or in their personal life?

3. What are the person’s favorite parts of their job or their hobbies, etc.?

4. What capacity does the person have that is underused in this job?

5. What interests does the person have, e.g., professional/personal growth & advancement, project-related, program-related, etc.

6. What concerns does the person have about their work?

7. What needs does the person have in their work?


MATCHING TOOL



DISCOVER CONNECTIONS

Now, look for connections. If you gathered enough detail about the person and the VMV, you will already have started to discover connections. Here are some strategies to discover connections.

Break the Vision and Mission into components (values are already listed individually). Compare each component to the person. Compare each value to the person.

Lay the documents next to each other so you can see information about the person and information about the VMV at the same time.

If you have trouble discovering connections between the person and the OSU VMV, first find connections between the person and the department/work unit VMV. Then, find connections between the department/work unit VMV and the OSU VMV. Now, you can show the connection between the person and OSU.

If you can’t see connections yet, keep asking questions and getting more detail. Also, study the VMV in more detail. Connections are like rare gems. They are unearthed through the questioning process.

1. List and describe the potential connections between the person and the VMV.

2. Circle the connections that really matter to the person, i.e., are exciting, meaningful, motivate action, etc.

3. Repeat questions 1-2 for business needs and the person’s PD to complete the matching process.

4. Connections identified in 2-3 above are matches that can be used to develop goals.


MATCHING TOOL



REFERENCE LIST

Crosby, B.C. (2010). "Leading in the Shared-Power World of 2020." Public Administration Review December.

Crosby, B and Bryson, J (2008). Leadership for the Common Good: Tackling Public Problems in a Shared-Power World. San Francisco, CA, Jossey-Bass.

Heifetz, R.A. (1994). Leadership Without An Easy Answer. Boston, MA: The Belknap Press of Harvard University Press.

HR Practitioner Research Team, (2020) Strategies for Effective Goal Setting and Alignment. ID G00715296- 22 Gartner, Inc.

Kouzes, J., & Posner, B. (1987). The Leadership Challenge: How to get Extraordinary Things Done in Organizations. San Francisco, CA: Jossey-Bass Inc.

Magis, K., et al. (2014). EMERGE: Public leadership for sustainable development. New Public Governance: A Regime-Centered Perspective. D. Morgan and B. Cook. New York, NY, M.E. Sharpe, Inc.: 238-249.

Parks, S.D. (2005). Leadership Can Be Taught: A Bold Approach for a Complex World. Boston, MA: Harvard Business School Press.

Senge, P. (1990). The Fifth Discipline: The Art and Practice of The Learning Organization. New York, NY: Doubleday Currency.

Wheatley, M. (1992). Leadership and the New Science: Learning About Organization from an Orderly Universe. San Francisco, CA: Berrett-Koehler Publishers.

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