Performance Management Plan Template

Performance Management Plan Template

Performance Management Plan Template
Performance Management Plan Template

Free Performance Management Plan Template for excel
Free Performance Management Plan Template for excel

Performance Management Plan Template for Excel Free Download

Performance management is a process that organizations use to align their knowledge workers and resources to strategic objectives and priorities in order to ensure that your company's short-term objectives and long-term goals are consistently met in an effective and efficient manner.

Performance Management Plan Instructions

👉General Information – Basic information that identifies the project
  • Project Title – The proper name used to identify this project. 
  • Project Working Title – The working name or acronym used to identify the project.  If an acronym is used, define the specific meaning of each letter. 
  • Proponent Secretary – The Secretary to whom the proponent agency is assigned to or the Secretary that is sponsoring a particular enterprise project. 
  • Proponent Agency – The agency that will be responsible for the management of the project. 
  • Prepared by – The person(s) preparing this document. 
  • Date/Control Number – The date the plan is finalized and the change or configuration item control number assigned. 

👉Project Performance Plan Table 
  1. Project Business Objectives – The Project Business Objectives are found in the Project Charter and in the Scope and Business Objective Worksheet.  List each of the Project Business Objectives in this column. 
  2. Performance Goal – Define success in relation to the Project Objective.  Relate how the objective in the previous column is met.  The goal should not be an ambiguous statement, but be clearly defined in terms of accomplishment.  For example: 99% of users can log on to the site without error. 
  3. Methodology – Describe how to measure the performance goal.  This column should present the method used to measures success.  Testing, surveys, and automated system measurements are just a few examples of the methodologies that can be used.  The methodology must be specific and practical. 
  4. Schedule – Define how often progress toward achieving the goal will be measured by the methodology described in the previous column. 
  5. Responsibility – Assign responsibility for monitoring progress, making the measurements as scheduled and reporting to a specific group or individual. 
  6. Reports – Identify how progress or lack of progress toward achieving the goals will be reported. Information provided in this column should be consistent with the Project Communications Plan – Appendix H of the Project Plan. 

👉Deliverable Description and Acceptance Criteria 
  1. Project Business Objectives – Insert the Project Business Objectives from the previous table (Section B). 
  2. Deliverable - A deliverable is any measurable, tangible, verifiable outcome, result, or item that must be produced to complete a project or part of a project.  The term is often used more narrowly in reference to an external deliverable.  A deliverable is subject to approval by the project sponsor or customer. 
  3. Description – Describe the Project Deliverable associated with the Project Objective identified in the first column. 
  4. Acceptance Criteria – Describe acceptance criteria for each deliverable.  Acceptance criteria are the agreed upon standards of acceptable performance and functionality for a deliverable.  A deliverable is required to meet the established acceptance criteria before it is delivered to the end user.
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