Posted in performance, presentations

The Rest of the Story ~ 2013-1003


Annual Performance Plan Annual Performance Plan (APP) is used to modify long-term plans listed in strategic plans based on current data that indicate changes of environment. Placing changes in an APP keeps the strategic plan whole while allowing the company to address changing factors in the environment. To create an APP, make a list of all your 1. customers, stakeholders, suppliers and their requirements 2. inputs, normally defined as people, dollar, things used to complete the plan 3. process activities, known as what you do to create outputs 4. outputs, amount of work produced which are often known as products or services delivered to create the outcome 5. outcome is the accomplishment that supports the desired goal 6. measures are the assessments of all used to accomplish the goal and how well the goal was accomplished

Congratulations, you’ve completed your Annual Performance Plan.

Evaluation Plan The evaluation plan is a measureable strategy that monitors the performance completed in compliance of the strategic plan goals. The plan should be used to improve outcomes and learn from the process for future improvements. As with action plans, there are many evaluation plans. The one I use is a simple green, yellow, red stoplight plan.

1. Clearly define your outcomes 2. Clearly define your goals for the APP 3. Clearly define your measures 4. Determine what measures are acceptable or above and mark them green. 5. Determine what measures indicate potential risk and mark them yellow. 6. Determine what measures indicate a problem and mark them red. 7. Set your milestones, dates at which each measurement should be met.

Congratulations you’ve completed your evaluation plan.

Putting It All Together Let us assume your company sells lunches via a truck to ensure people who do not have much time for a lunch break and aren’t close to any restaurants have a way to have hot lunches.

Your vision statement could be: “Serving healthy meals daily.”

Your strategic plan may include covering areas on one side of town during year one; buying another truck during year two to cover another side of town, etc.

Your action plan will be all the steps to purchase and care for the truck, to market your new company in the area of interest, to purchase quality foods and prepare them in ways to ensure all sanitary and culinary standards are met, and to sell them in such a way to provide a fair price for the customers, a fair profit for you, and a charitable give back for the community.

Your implementation plan, the APP, will include all the performance steps required for the current year. This plan will be updated each year. This plan will include all the inputs, outputs, process activities, and measures to insure the outcomes required for your customers, stakeholders, etc. This may include the variety of foods and times of arrival, incentive plans for repeat business, upgrading to accept debit and credit cards, etc.

Your evaluation plan is the measurement of your performance in alignment with your APP and the overarching strategic plan. In this example, it may include the amount of food sold, the number of customers, the cost of the food and maintenance of the truck, the amount of profits and charitable contributions.

That’s it. If you follow these steps, create these three documents, and follow them, you will be far ahead many business owners. Give it a try and let me know how it goes for you.



Dr. Sheila Embry is a govie, author, pracademician, sister, aunt, cousin, and friend who loves to read, write, think, and laugh. Many of her blog postings are summaries or excerpts of books that she read and wants to share to encourage others. An author with more than 25 years experience within the legislative and executive branches of the U. S. federal government holding 3 accredited degrees: Doctor of Management in Organizational Leadership, Master of Arts in Human Resources Development, and Baccalaureate of Business Administration, she believes in continuing learning both on and off the job. She has been recognized with multiple professional and writing awards for her peer-reviewed, publications. Click the bibliography page above for a listing of all the publications.

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