making the move from paper based to online performance management

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Making the move from paper-based to Online Performance Management Stuart Hearn, Commercial Director, Vaado Diane Gill, Head of HR Projects

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Online performance tool, Vaado.

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Page 1: Making the move from paper based to online performance management

Making the move from paper-basedto Online Performance Management

Stuart Hearn, Commercial Director, Vaado

Diane Gill, Head of HR Projects

Page 2: Making the move from paper based to online performance management

Agenda

• Why go online?

• The 7 pitfalls when moving online

• Case study from

– Background

– 5 Strategies

– The Benefits

• 5 ‘must do’s’ for a successful online project

• Questions & Answers

Page 3: Making the move from paper based to online performance management

Why go online?

• ‘Generation Y’ expect everything to be online

• Streamline the administration of the process

• Encourage year-round performance management

• Easier to update objectives during the year

• Higher quality data around performance and development

Page 4: Making the move from paper based to online performance management

7 Pitfalls when going online

1. Assuming that a new system will solve all existing problems

2. Not involving end users in the design stage

3. Getting carried away with the possibilities

4. Changing the process too much from the paper version

5. Believing that every element of the performance discussion needs to be captured on the form

6. Focusing training on the system rather than performance management skills

7. Not leveraging the benefits

Page 5: Making the move from paper based to online performance management

Case study

Page 6: Making the move from paper based to online performance management

Case study

How did HarperCollins UK transfer from an annual, admin heavy performance review system to a user-

friendly system, used all year round?

Diane Gill

Head of HR Projects

HarperCollins

Page 7: Making the move from paper based to online performance management

We started from a solid base

Our existing system worked

– Forms/guides fit for purpose

– Employees were using them

– Training in place

– Training/career development included

1,000 employees across 3 sites

– 700 users (300 in distribution with a different system)

– 90% return rate

– Paperwork to central HR

Page 8: Making the move from paper based to online performance management

We didn't add value; staff expected more

Chasing bits of paper we didn’t use (that’s if we could find them)

– Transactional conversations between HR and the business

– HR admin resource tied up for long periods – filing/chasing

– 5 months to get the paper work in

Our people wanted more– People survey feedback

– Publishing moving to online content

HarperCollins US online system failure– Too complex

Page 9: Making the move from paper based to online performance management

Better, faster, information

The desire to move to a high performance culture– Conducted a critical talent review

– Longer-term aim to integrate into performance reviews

– To introduce mid-term reviews

Management Information– Couldn’t extract any meaningful data

– Publishing moving to online content

Keeping an eye on costs– Worry that going online meant significant cost increases

Page 10: Making the move from paper based to online performance management

How could HarperCollins UK transfer from an annual, admin heavy performance review system to a user-friendly system,

used all year round?

The question we asked ourselves…

Overcoming:

• The ineffective chasing

• A well known online failure

• Slow and reactive MI

• Limited budget

• Nervousness over the change

• Non-alignment to system V high-performance culture

Whilst exploiting:

• Current content fit for purpose

• HR skill and expertise

• Good base level of 90%

• Desire for HR process to fit with business model

• Employees asking for more feedback

Page 11: Making the move from paper based to online performance management

5 strategies were needed

1. We engaged our key stakeholders

2. Select an on-line product to deliver our aim

3. A communication plan

4. Training programme

5. Create a focused approach to support

Page 12: Making the move from paper based to online performance management

Each strategy was fully executed

1. We engaged our key stakeholders

– Full sign off from CEO/COO– Presentations to Exec– User involvement at design

stage– Ensured HR and IT were on

board

2. Selected Vaado

3. We communicated– Presentations to departments– Emails– posters

4. We conducted training – 1-2-1 Exec training– Super users– Line Managers– Employees

5. We provided swift and tailored support– System issues fed back

immediately– Quick turnaround– Vaado help desk support– Desk visits

Page 13: Making the move from paper based to online performance management

The benefits

Engaged more effective approach that employees like • 98% completion rate• Reviews conducted within set timescales• Real advocacy

Rich management information• Freeing up of limited resources• Greater emphasis on year round performance

management• HR focus now adds value, aids business objectives

Flexible system that will meet our future requirements

Page 14: Making the move from paper based to online performance management

5 Must Do’s for success!

1. Ensure your system is simple and intuitive

2. Maintain the emphasis on the conversationand not the system

3. Avoid making too many changes to the existing process and forms

4. Involve end users in the process and system design

5. Set up robust and responsive system support processes

Page 15: Making the move from paper based to online performance management
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Vaado Contact Details

Leanne Hayward, Sales & Marketing Director

Tel: 07557 199509

Email: [email protected]

www.vaado.com