Performance
Management Plan
Template
Lifecycle Performance Professionals
PERFORMANCE MANAGEMENT PLAN TEMPLATE
Using this Template
The companion document, Performance Management Plan Instructions, provides detailed direction for
completing this template.
To create a document from this template
1. Delete the template title page (previous page) and this page.
2. Replace [bracketed text] on the cover page (next page) with your project and organization
information.
3. Replace [bracketed text] in the document header area at the top of page i (Contents page) with
the same project and organization information as on the cover page.
Note: Please do not remove or modify content in the footer area.
4. Complete the entire template. Each section contains abbreviated instructions and a content
area. The content area is marked with a placeholder symbol () or with a table. Relevant text
from other project documents may be pasted into content areas.
5. Update the table of contents by right-clicking and selecting “Update Field,” then “Update Page
Numbers Only.”
PERFORMANCE MANAGEMENT PLAN
[Organization/Division Name]
[PROJECT NAME]
VERSION: [VERSION NUMBER]
REVISION DATE: [DATE]
[Organization/Division Name]
PERFORMANCE MANAGEMENT PLAN
[Version Number] [Version Date]
[Project Name]
Contents
Section 1. Performance Management Approach .................................................2
1.1
Performance Scope ............................................................................2
1.2
Roles Definition ...................................................................................2
1.3
Performance Objectives ......................................................................2
1.4
Performance Standards and Measurements ......................................3
Section 2. Performance Tracking .........................................................................4
2.1
Data Collection and Reporting ............................................................4
2.2
Monitoring and Evaluation ..................................................................5
2.3
Tools and Techniques .........................................................................5
Section 3. Glossary ..............................................................................................6
Section 4. Revision History ..................................................................................7
Section 5. Appendices .........................................................................................8
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Section 1. Performance Management Approach
1.1
Performance Scope
Describe the scope of the performance management effort in relation to the
project. The performance scope defines limits in terms of managing the
performance of the goods and/or services.
1.2
Roles Definition
Role N
Role 5
Role 4
Role 3
Role 2
Performance Management Activity
Role 1
Complete the performance management activity matrix for each of the project
roles and/or functional areas. When complete, the matrix should reflect by
functional role the assigned responsibility for key performance management
activities.
Legend
J = joint/shared responsibility
P = primary/lead responsibility
S = support/participatory responsibility
1.3
Performance Objectives
Identify each of the organizational objectives that are directly related to the
service being delivered by the organization. List the organizational goals and
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Lifecycle Performance Professionals
objectives identified in the Strategic Plan. Identify the performance objectives for
each business goal and objective.
Organizational Goals and Objectives
1.4
Product and/or Service Performance Objectives
Performance Standards and Measurements
Identify performance standards and measurements for each of the performance
objectives. Include standards and associated measurements for service.
Product and/or Service
Performance Objective
Performance
Standard
Performance
Measurement
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Lifecycle Performance Professionals
Section 2. Performance Tracking
2.1
Data Collection and Reporting
For each performance measurement, describe how data will be collected,
reviewed, and reported.
Performance
Measurement
Collection
Method
Collection
Schedule
Review Method
Assigned To
Reports
Performance
Measurement
Collection
Method
Collection
Schedule
Review Method
Assigned To
Reports
Performance
Measurement
Collection
Method
Collection
Schedule
Review Method
Assigned To
Reports
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Lifecycle Performance Professionals
2.2
Monitoring and Evaluation
Identify the various approaches for ensuring performance management activities
are being executed as described in this Performance Management Plan and that
performance outcomes are being evaluated.
Event / Activity
Date / Frequency
Project Status Meetings
Review of Project Status Reports
Quality Reviews
Corrective Action Process
Escalation of Corrective Action Requests
Peer Reviews
2.3
Tools and Techniques
Specify the tools and techniques required to execute performance management
tracking.
Tool/Technique
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Section 3. Glossary
Define all terms and acronyms required to interpret the Performance Management Plan
properly.

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Section 4. Revision History
Identify changes to the Performance Management Plan.
Version
Date
Name
Description
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Lifecycle Performance Professionals
Section 5. Appendices
Include any relevant appendices.

Page 8