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Performance management.

Performance is not really managed. Expectations are vague, feedback arrives only when something goes wrong, and under-performance is tolerated until it becomes a crisis.

People are unsure what good looks like. There is no regular review, so they have no reliable sense of where they stand. And under-performance is worked around and quietly resented until it finally becomes a departure. The cost is a team performing well below its capability and a manager carrying problems that should have been addressed months earlier. This guide installs performance management: clear expectations, ongoing feedback, honest reviews, and a direct way to handle under-performance, so performance is built continuously rather than confronted in emergencies.

Plan on a few hours to set up, then an ongoing cadence. Have your current roles in mind and honest examples of performance issues that were left to drag. This manages employee performance generally. It cannot fix a bad hire or a missed onboarding underneath the problem.

Step 1

Set clear role expectations and goals

Make explicit what good performance means for each role, so people are measured against a known standard rather than a shifting mood. Define, for each role, the core responsibilities, the standard of good performance, and a few clear goals.

People cannot hit a target they cannot see. Most performance problems are really expectation problems, and clear expectations are the foundation everything else rests on.

Who: every manager, with the owner setting the standard. Produces: clear, written expectations and goals for each role.

Open the Role Expectations and Goals →
Step 2

Establish ongoing feedback and coaching

Build regular feedback into the normal rhythm, so performance is shaped continuously rather than saved up for a review. Set a cadence of one-on-ones and feedback, both recognition of what is working and course-correction on what is not, delivered close to the event.

Feedback saved for an annual review is feedback that arrives too late to matter. Regular coaching is how good performance is built and small issues are caught early, and recognition matters as much as correction.

Who: every manager, with their team. Produces: a running cadence of feedback and coaching.

Open the Feedback and Coaching Cadence →
Step 3

Run periodic performance reviews

Step back periodically to assess performance against expectations and set the next period's focus, so people know where they stand. Run a straightforward review against the expectations from Step 1: performance to date, strengths, gaps, and goals for the next period.

A review built on a year of ongoing feedback holds no surprises. It consolidates rather than ambushes. If the review contains surprises, the feedback cadence is not working.

Who: every manager, with each team member. Produces: a clear read of where each person stands and where they are headed.

Open the Performance Review Framework →
Step 4

Address under-performance directly

Handle under-performance early and fairly, so it is resolved rather than tolerated into a crisis. When someone is under-performing, name it clearly, understand the cause, agree a specific improvement plan with a timeline and support, and follow through, whether that ends in improvement or a fair exit.

Tolerated under-performance is a tax the whole team pays, and it signals that the standard is optional. Understand the cause before prescribing: a skill gap needs development, a will gap needs a different conversation, a fit gap may route back to hiring.

Who: the manager, with the person, fairly. Produces: under-performance addressed early with a real plan and outcome.

If an exit is on the table

When an improvement plan may end in a departure, the process and documentation are specific to your location. Verify the specifics with a qualified professional and lean on your HR foundation for clean records. HR Infrastructure and Compliance →

Open the Underperformance and Improvement Plan →
Step 5

Make performance management a standard cycle

Turn performance management from an occasional event into a standard, repeating cycle every manager runs. Set the expectations, feedback, review cycle as the standard way performance is managed across the business, so it does not depend on which manager an employee happens to have.

Consistency is what makes performance management fair and trusted, rather than a matter of luck in who you report to.

Who: you, setting the standard for every manager. Produces: a standard performance cycle every manager runs.

Return to the Role Expectations and Goals →

When to route elsewhere

If the issue is developing your leaders specifically, that is leadership development. If broad disengagement is really a culture problem, that is culture and team health.

How you will know it worked

People know what is expected and how they are doing. Feedback is regular and close to the event, not saved for a review. Under-performance is addressed early and fairly, not tolerated into crisis. And performance is managed consistently regardless of the manager. That is the move from unmanaged performance toward a team that knows the standard and performs to it (Team, Level 2 toward Level 3 and 4).

What comes next

With performance managed, most leaders move to Compensation and Retention, because a team you have built up is a team you now need to keep. Compensation and Retention →

You can always go back to the diagnostic, the overview, or the welcome page.