Management Observation Program Best Practice 4 – Observation Quotas

StrategyDriven Management Observation Program Best Practice ArticleManagement observation programs seek to reinforce desired behaviors while also capturing data to enable the identification of improvement opportunities. Both of these objectives require observation repetition in order to be effective; enough reinforcement points to alter or establish reflexive behaviors and an adequate number of data points collected to enable a statistically sound conclusion to be formed. Realizing the desired number of observations is most easily achieved through a quota system.


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Management Observation Program Best Practice 3 – Use of Standard Observation Forms

StrategyDriven Management Observation Program Best Practice ArticleIn order to be fully effective, a management observation program must have credibility with those being observed and provide organizational performance improvement information. Credibility is established when those observed can expect both repeatable evaluations by one manager and consistent evaluations by different managers for a given job performance relative to established standards. Organizational performance improvement information is yielded when evaluation data from across the organization is aggregated; providing insights to the common patterns of desired and undesired employee behaviors.


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Management Observation Program Best Practice 2 – Program Alignment with Established Performance Standards

StrategyDriven Management Observation Program Best Practice ArticleThe goal of any observation program is to promote adherence to the performance standard delineated by management in order to consistently achieve superior results. Additionally, observation program credibility exists when those being observed can expect both repeatable evaluations by one manager and consistent evaluations by different managers for a given job performance relative to established standards. Therefore, management observations must be aligned with and focus on those critical standards required to ensure outstanding performance.


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Management Observation Program Best Practice 1 – Immediate Feedback

Can you remember what you ate for dinner last night? Last week? Neither can many others. How well then will a worker remember the nuances of his or her job performance days or weeks earlier on which feedback is now being provided? Probably not very well.


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Management Observation Program – Introduction

StrategyDriven Management Observation Program Introduction“You can expect only what you inspect.”
Military Axiom

Managers are responsible for establishing and reinforcing work priorities and standards of performance. Reinforcing expectations requires interaction with subordinates and is most effective when the manager personally observes, rather than reading or hearing about, performance behaviors and immediately provides feedback. Lasting individual and organization performance improvement occurs through ongoing reassessment supported by performance data collection, documentation, and analysis used to reinforce desired individual and group behaviors, modify counterproductive behaviors, and eliminate organizational barriers to performance excellence. A well designed and executed management observation program serves as an effective performance improvement and reinforcement tool to achieve these long-term performance changes.

The management observation program is an integral part of an organization’s evaluation and control program. By design, these observation programs compel direct management observation of and feedback on work performed while supporting the performance data collection and analysis needed to realize lasting, beneficial personnel and organizational performance change. They typically consist of predefined performance assessment scorecards, a data collection and analysis application, key performance indicators and reports, and a governing procedure. This procedure defines required observation topics, frequencies, and quality standards as well as documentation and feedback protocols and data analysis, trend reporting, and corrective action; all aligned to support achievement of organizational values and mission goals.

Focus of the Management Observation Program Category

Articles in this category will focus on the underlying principles, best practices, and warning flags associated with establishing and executing a management observation program aligned with organizational values and mission goals that effectively modifies personnel and organizational behaviors for the achievement of superior results. The following articles, podcasts, documents, and resources cover those topics critical to a robust management observation program.

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Best Practices

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