Performance Consulting and Measurement Toolkit

A Strategic Process to Improve, Measure, and Sustain Organizational Results

Dana Gaines Robinson (Author) | James C. Robinson (Author) | Jack J. Phillips (Author) | Patricia Pulliam Phillips (Author) | Dick Handshaw (Author)

Publication date: 06/01/2015

Performance Consulting and Measurement Toolkit

Performance Consulting and Measurement Toolkit - The third edition of Performance Consulting references graphic and adaptable tools that can be downloaded to support the performance consulting work the coauthors describe. These 35 tools are available to purchase and download from this product page. These Microsoft Word tools can be adapted to your specific needs and application requirements.

Performance Consulting – The Process (1 tool)
• Performance Consulting Process

Performance Consulting – The Mental Model and Logic (3 tools)
• Need Hierarchy
• Components of a Gaps Map
• Gaps Map Template for Data Input

First Phase: Identify Strategic Opportunities (8 tools)
• Organization and Industry Knowledge Assessment Tool
• Client Relationship Strategy Worksheet
• Assessment of Performance Consulting Capability
• Assessment of Your Critical Thinking Capability
• Starter List of Questions
• Reframing Discussion Template
• Checklist to Prepare for a Proactive Business Goals Conversation
• Proactive Business Goals Discussion Template

Second Phase: Assess Business and Performance Needs (11 tools)
• Prework for Star Employee Interviews
• Starter Kit of Questions to Ask Star Employees
• Tips for Managing Interviews with Star Employees
• Comparing Performance and Competency Models
• Checklist for Piloting Questionnaires
• Sources of Data and Methods for Performance Assessment
• Conversion Table for Translating Frequency Means into Percentages (PDF format)
• Categories of Root Causes (PDF format)
• Template for a Gap and CAUSE Analysis Survey
• Possible Solutions for Causes
• Solution Selection Worksheet

Third Phase: Implement and Measure Solutions (9 tools)
• Alignment and Measurement Model (PDF format)
• Data Collection Model
• Selecting the Appropriate Project for Impact and ROI Analysis
• Tips on Improving Response Rates on Surveys and Questionnaires
• ROI Analysis Plan
• Guiding Principles for ROI Analysis
• Selecting the Appropriate Method of Isolation
• To Covert or Not Convert Job Aid
• Cost Tracking Template

Fourth Phase: Report and Sustain Results (3 tools)
• Sample Agenda for a Measurement Report Meeting
• Data Reporting Best Practice List
• The Joan Kravitz Story: A Personal Account of a Briefing to Top Executives to Present an ROI Study

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Formats
Digital Toolkit - $99.95 - Members: $69.97
Digital Toolkit - $99.95 - Members: $69.97
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Book Details
Overview

Performance Consulting and Measurement Toolkit - The third edition of Performance Consulting references graphic and adaptable tools that can be downloaded to support the performance consulting work the coauthors describe. These 35 tools are available to purchase and download from this product page. These Microsoft Word tools can be adapted to your specific needs and application requirements.

Performance Consulting – The Process (1 tool)
• Performance Consulting Process

Performance Consulting – The Mental Model and Logic (3 tools)
• Need Hierarchy
• Components of a Gaps Map
• Gaps Map Template for Data Input

First Phase: Identify Strategic Opportunities (8 tools)
• Organization and Industry Knowledge Assessment Tool
• Client Relationship Strategy Worksheet
• Assessment of Performance Consulting Capability
• Assessment of Your Critical Thinking Capability
• Starter List of Questions
• Reframing Discussion Template
• Checklist to Prepare for a Proactive Business Goals Conversation
• Proactive Business Goals Discussion Template

Second Phase: Assess Business and Performance Needs (11 tools)
• Prework for Star Employee Interviews
• Starter Kit of Questions to Ask Star Employees
• Tips for Managing Interviews with Star Employees
• Comparing Performance and Competency Models
• Checklist for Piloting Questionnaires
• Sources of Data and Methods for Performance Assessment
• Conversion Table for Translating Frequency Means into Percentages (PDF format)
• Categories of Root Causes (PDF format)
• Template for a Gap and CAUSE Analysis Survey
• Possible Solutions for Causes
• Solution Selection Worksheet

Third Phase: Implement and Measure Solutions (9 tools)
• Alignment and Measurement Model (PDF format)
• Data Collection Model
• Selecting the Appropriate Project for Impact and ROI Analysis
• Tips on Improving Response Rates on Surveys and Questionnaires
• ROI Analysis Plan
• Guiding Principles for ROI Analysis
• Selecting the Appropriate Method of Isolation
• To Covert or Not Convert Job Aid
• Cost Tracking Template

Fourth Phase: Report and Sustain Results (3 tools)
• Sample Agenda for a Measurement Report Meeting
• Data Reporting Best Practice List
• The Joan Kravitz Story: A Personal Account of a Briefing to Top Executives to Present an ROI Study

About the Authors

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