Performance Improvement Toolkit

STAGE 2 TOOLS: Obtain and Maintain Stakeholder Agreement STAGES 3-6 TOOLS: Define Desired Performance/Describe Actual Performance STAGE 7 TOOLS: Design/Development STAGE 8 TOOLS: Implement Interventions STAGE 9 TOOLS: Evaluation TOOLS FOR FURTHER INVESTIGATION: When Presented with Organizational Problems

STAGE 2 TOOLS:
Obtain and Maintain Stakeholder Agreement

• Project Set-up Document — Form
• Project Set-up Document — Job Aid
• Data Gathering Form
• Project Agreement Letter — Form
• Project Agreement Letter — Example
• Project Agreement Meeting — Job Aid
• Project Agreement Meeting — Sample Agenda
• Client and Stakeholder Meeting — Sample Questions

STAGES 3-6 TOOLS:
Define Desired Performance/Describe Actual Performance

• Performance Improvement Specification — Form
• Performance Improvement Specification — Job Aid
• Performance Improvement Specification — Example
• Diagnosing Performance Problems: What to Look at First
• Data Gathering Methods
• Question Library
• Why Tree Example

STAGE 7 TOOLS:
Design/Development

• Design/Development Team Meeting — Job Aid
• Design/Development Team Meeting — Sample Agenda
• Overall Design Document — Job Aid
• Overall Design Document — Sample
• Specific Intervention Design Document — Sample
• Specific Intervention Design Document — Examples

STAGE 8 TOOLS:
Implement Interventions

• Implementation Team Roster — Template
• Intervention Memo of Understanding — Example
• Monitoring Change Checklist — Job Aid

STAGE 9 TOOLS:
Evaluation

• Sample Performance Improvement Monitoring and Evaluation Plan

TOOLS FOR FURTHER INVESTIGATION:
When Presented with Organizational Problems

• The Problem Pentagon
• Cross-Functional Flow Chart
• Cross-Functional Roles and Responsibilities Matrix
• Job Model Guide
• Linking Job Roles and Responsibilities