The Project & the System
PERFORMANCE FOR ALL
PROJECT OVERVIEW
• A HE project co-ordinated by University of
Bristol, open to HE internationally.
• Developing the requirements for a HE specific
Performance Management system.
• Exploring the challenges to create a realistic
and achievable implementation path.
• Piloting Simitive modules.
PROJECT AIMS
• Recent research suggests that up to 34% of time at work is spent on
tasks that have limited impact on organisational goals. If it were
possible to increase these productivity levels by just 2% this would
be an efficiency saving (in an average UK University) of £7.7M per year,
every year.
• Performance For All is a sector led project to test how web technology,
built and used successfully in the commercial sector, can be developed
in order to have real impact in Higher Education.
• It is a self developed project, we do not seek, nor do we have any
central funding. A number of universities have simply come together,
having examined what is already commercially available, around a
need to develop practical solutions to the performance management
challenge. We wish to create a tool that can meet some, or all, of the
challenges faced by our diverse sector.
THE TOOLS
The Performance For All online solution is taking into account software
capabilities, culture, change management and the specific implementation
challenges universities face.
We are looking to deliver:
• Online Appraisal
• Managing Goals and Objectives
• Managing Learning
• Managing Essential Training
• Quality Induction
• Delivering Competencies and Behaviours
• Integrating Academic and Learning KPI's
• Talent Management
• Succession Planning
• Seamless integration with existing university HRsystems
PROJECT PARTNERS
• As well as the software, the PFA partner network
allows members to share best practice, ideas and
resources.
• We have a lead partner in each country running
the project.
• Becoming a partner in the PFA project will give
you access to
– Working group meetings
– Steering group meetings
– Regional group meetings
MEETINGS
User group meetings fall into a number of categories:
Steering Group meetings - up to 10 HR Directors from universities in the project
representing the diverse institutions involved in the project. The Steering Group
meets every 6 months and sets the agenda for the project, ensuring that it delivers
strategically as well as operationally. It also takes the lead in setting the prices for the
product in the HE market.
Working Group meetings - aimed primarily at senior manager up to director level,
these monthly meetings cover a range of topics that have been raised and prioritised
by members of the project. Recent topics include:
• Implementing Behaviour frameworks
• Engaging Academics in Performance Management
• From Pilot to Roll Out
• The Business Case for Performance Management - stakeholder analysis
Regional Group meetings - these are aimed at project and implementation leads and
are designed to focus on the continued refinement and evolution of the software.
Provided by Simitive Ltd.
THE SOFTWARE
THE ‘ME’ PAGE
• Clear and simple –
designed for zero training
• Customisable to meet
university branding
• Flexible – modules
switched off / on per
individual, team, role –
allowing for flexible roll
out plans and
implementation
ONLINE PERFORMANCE
REVIEW
• Bespoke PDP / PDR forms
• Email alert system to increase uptake and
completion
• Reports on progress which identify ‘gaps’
MY REVIEWS
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Ability to have more than 1 review with different review cycles
Can assign different reviews to different employees
Audit trail of previous appraisals
Notepad function used for recording notes on 1 to 1s and
feedback relating to work. This also allows for attachments and
shared or private notes.
REVIEW FORM FUNCTIONS
• Add multiple reviewers
• Add a workflow to send finalised reviews to users
outside the review
• Select and agree meeting dates
GOALS
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•
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Adding and managing cascading goals
Simple email alert driven completion
Powerful organisation information
Line of sight – communicating the corporate plan
MY GOALS
Individual goals – created, agreed, managed and completed
throughout the year, not just at appraisal.
Red / Amber / Green status reporting on goals.
Email alerts system keeps the data up to date.
GOAL HISTORY
Detailed audit
trail of
amendments
and comments
for each goal
ORGANISATION CHART
Cascading goals from
Corporate Plan to the
Individual
Powerful
organisation
overview and detail
Customisable access
levels (maximum visibility
shown here)
LINE-OF-SIGHT
Line-of-sight from each goal through the organisation to the
corporate plan.
Helping users see what they are working towards within
the wider organisation.
LEARNING
• Create entirely customisable learning units.
• Set up and manage essential training, induction
and personal development activities.
• Assign learning, behaviours, competences, etc. to
job roles, individuals or departments.
• Learning audits and reports across the institution.
MY LEARNING
Commonly used for Essential Training, Behaviours and Induction
Can be linked directly to your training library / resources
Can be used to record and manage non library development activities too
– e.g. Work shadow
LEARNING UNITS
Provides an audit of
learning planned,
completed and still to
be completed.
Offers competency
framework and
assessment – usually
based on job role but
can be per individual
INDIVIDUAL LEARNING UNIT
Can include:
• External and
Internal links
• Rich text formatting
• Different types of
response e.g.
• Text
• Select answer
• Select levels