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3 strategies and tactics for Performance Reviews

What is Performance Reviews strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Developing an effective Performance Reviews strategy can be intimidating, especially when your daily duties demand your attention. To assist you, we've curated a list of examples to inspire your planning process.

Feel free to copy these examples into your favorite application, or leverage Tability to maintain accountability.

How to write your own Performance Reviews strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Performance Reviews strategy examples

You will find in the next section many different Performance Reviews tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for scaling through Organisational Optimisation

  • ⛳️ Strategy 1: Revise and standardise job descriptions

    • Conduct a comprehensive review of all existing job descriptions across the organisation
    • Consult with departmental heads to gather input on necessary updates for each role
    • Identify the essential hard and soft skills required for each position
    • Standardise the format and terminology for all job descriptions
    • Implement a review and approval process for updated job descriptions
    • Communicate the updated job descriptions to all employees
    • Develop a repository of all updated job descriptions for easy access
    • Train managers on how to use and interpret the revised job descriptions
    • Update the recruitment and onboarding process to reflect new job descriptions
    • Regularly review and revise job descriptions to ensure they remain relevant

  • ⛳️ Strategy 2: Enhance performance reviews and accountability

    • Revamp the existing performance review process for better clarity and effectiveness
    • Introduce workshops to train managers on conducting constructive performance reviews
    • Incorporate a 360-degree feedback mechanism for more rounded evaluations
    • Set clear KPIs and benchmarks for performance reviews
    • Ensure there is a formal way to document and track feedback
    • Create a regular feedback loop with scheduled check-ins between managers and employees
    • Develop accountability frameworks to clarify responsibilities at the managerial level
    • Encourage a culture of continuous feedback and mentorship within the organisation
    • Evaluate the performance review system periodically and make necessary adjustments
    • Offer tools and resources to help managers provide better support and guidance

  • ⛳️ Strategy 3: Establish a robust recruitment and retention pipeline

    • Partner with educational institutions and job boards to attract top talent
    • Launch targeted marketing campaigns to attract diverse candidates
    • Streamline the recruitment process for efficiency and candidate experience
    • Introduce diversity training and awareness programmes for the recruitment team
    • Develop a robust onboarding programme that immerses new hires into the 'Marathon Way'
    • Create mentorship opportunities to help integrate new employees into the organisation
    • Assess and adjust the workplace environment to be more inclusive and supportive
    • Establish a feedback mechanism to understand employee satisfaction and areas for improvement
    • Introduce career development programmes tailored to employee aspirations
    • Regularly review and update diversity and inclusion policies to ensure alignment with best practices

  • ⛳️ Strategy 4: Instil the 'Marathon Way' in organisational culture

    • Clearly articulate the core values and principles of the 'Marathon Way'
    • Develop training modules to educate employees on the 'Marathon Way'
    • Integrate 'Marathon Way' principles into the onboarding process for new employees
    • Encourage leaders to model and promote the 'Marathon Way' in their daily interactions
    • Provide regular workshops and refreshers on the 'Marathon Way' for all employees
    • Create internal communications that reinforce 'Marathon Way' values
    • Recognise and reward employees who exemplify the 'Marathon Way'
    • Establish mentorship programmes to support the adoption of the 'Marathon Way'
    • Regularly gather feedback to assess understanding and adherence to 'Marathon Way' principles
    • Offer continuous learning opportunities to deepen knowledge of the 'Marathon Way'

  • ⛳️ Strategy 5: Cultivate an optimal work environment

    • Conduct an employee satisfaction survey to identify areas for improvement
    • Introduce ergonomic assessments and enhancements to workspaces
    • Offer wellness programmes that focus on physical, mental, and emotional health
    • Encourage work-life balance with flexible working hours and remote work options
    • Provide regular opportunities for team-building and social interaction
    • Develop a clear career progression framework that aligns with business goals
    • Create an open-door policy to foster transparent communication and feedback
    • Implement regular recognition and rewards programmes to boost morale
    • Establish support systems such as employee assistance programmes
    • Regularly review and update HR policies to adapt to changing employee needs
recruitmentperformance-reviewshr-managerteam-leaderhr-teamrecruitment-team
Implement these strategies

Strategies and tactics for utilising Football Metaphors to Manage an Investment Portfolio

  • ⛳️ Strategy 1: Balance offensive and defensive plays

    • Identify high-growth stocks like selecting star forwards
    • Include dividend-paying stocks as defenders for stability
    • Diversify investments across sectors like a varied team line-up
    • Mix tech and healthcare stocks to spread risk
    • Research management teams to find strong leaders as team captains
    • Implement a rotational investment strategy similar to player rotations
    • Regularly review portfolio performance with team huddle simulations
    • Apply the Executive-Investment Coach (EIC) top-down approach
    • Conduct macroeconomic analysis like assessing the playing field
    • Stay informed on global economic trends like watching global soccer tournaments

  • ⛳️ Strategy 2: Choose strong economies and companies

    • Select portfolios spread across promising economies like US and India
    • Identify stocks based on their economic growth potential
    • Focus on companies with growing capital per worker
    • Measure steady capital-output ratios over time
    • Evaluate ROE figures, prioritising those above 30%
    • Choose companies based on PE and PB ratios fitting desired criteria
    • Consider monetary policy impacts on sectors like banking and finance
    • Incorporate valuation factors across multiple categories
    • Assess investor sentiment for market timing
    • Monitor geopolitics to exploit industry-specific opportunities

  • ⛳️ Strategy 3: Engage in team-based decision-making

    • Conduct daily team meetings to discuss and deliberate over options
    • Utilise a structured ideation phase for stock selection input
    • Allocate roles within the team for sector-based research
    • Select top competitors of the chosen stocks for analysis
    • Analyse financial statements and ratios for decision making
    • Use technical chart trends for short-term investment forecasts
    • Utilise a custom screener for long-term investment options
    • Discuss and resolve conflicting opinions during team meetings
    • Simulate portfolio testing through various economic scenarios
    • Define a clear process from industry selection to stock segregation
investment-diversificationfootball-metaphorsinvestorfinancial-analystinvestment-management-teameconomic-analysis-team
Implement these strategies

Strategies and tactics for enhancing Customer-Centric Approach at Dashen Bank

  • ⛳️ Strategy 1: Enhance personalisation through advanced analytics

    • Employ advanced data analytics to segment customers based on behaviours and preferences
    • Conduct regular customer surveys to gather data on changing needs and preferences
    • Develop tailored banking products and services for different customer segments
    • Integrate a CRM system to track and personalise every customer interaction
    • Leverage customer data to offer personalised marketing campaigns
    • Utilise AI-driven personalisation tools to recommend products and services
    • Create personalised customer journey maps to improve the customer experience
    • Implement a feedback loop to continually refine personalisation efforts
    • Collaborate with cross-functional teams to ensure alignment in personalisation strategies
    • Set and monitor KPIs to measure the effectiveness of personalisation efforts

  • ⛳️ Strategy 2: Improve transparency and communication across all channels

    • Develop standard templates for all customer communications to ensure consistency
    • Create an educational content library consisting of FAQs, tutorials, and guides
    • Ensure all communication channels provide clear information on products and fees
    • Regularly update customers on changes to products or fees through multiple channels
    • Establish a centralised CRM to enhance tracking of customer interactions
    • Train staff on clear and effective communication techniques
    • Provide transparent customer service guidelines across digital and branch channels
    • Implement a feedback mechanism for customers to rate communication clarity
    • Benchmark against industry best practices for clarity and transparency
    • Monitor customer satisfaction and confusion indexes to fine-tune communication strategies

  • ⛳️ Strategy 3: Streamline processes to boost efficiency and digital engagement

    • Map current customer journey processes to identify bottlenecks and inefficiencies
    • Implement lean methodologies to streamline workflows and reduce wait times
    • Invest in technology to automate key customer service functions
    • Enhance mobile and digital platforms to provide seamless service access
    • Develop a user-focused design for digital banking interfaces
    • Increase cloud infrastructure investment to support more scalable digital solutions
    • Implement real-time performance tracking tools to monitor service efficiency
    • Create cross-training programs to enhance staff efficiency in multiple roles
    • Use AI tools for proactive customer support and issue resolution
    • Benchmark digital engagement levels against competitors to identify areas for improvement
personalisationtransparencydata-analystcustomer-service-representativemarketing-teamit-team
Implement these strategies

How to track your Performance Reviews strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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