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Agile2016  - Performance Appraisal Makeover
Omar Bermudez
Performance Appraisal MAKEOVER
Stop measuring people & Start evaluating your ecosystem
@ocbermudez
Omar Bermudez – www.agilecafe.org
Share Knowledge
Respect
Love
Transparency
Passion
+19 years in the market
I dramatically improve individual and organizational effectiveness.
@ocbermudez
“It is not enough to change strategies,
structures, and systems, unless the
thinking that produced those
strategies, structures, and systems
also changes.”
- By Peter Senge, The Dance of Change
@ocbermudez
Take few seconds to read this…
Agenda
• Introduction
• Is performance appraisal working today?
• Your ecosystem
• Case study: Small - Medium - Big organization
• Let’s try it
• Q&A
• Thanks you!
@ocbermudez
Long time ago…around 1900
I want “A” car…
now!
@ocbermudez
Today…2016
I want “THE”
car…now!
Comfortable in long rides…
Fast…affordable…elegant…
USER EXPERIENCE!!
@ocbermudez
Why ?
• 30 seconds individual brainstorming
• 4 minutes sharing
• 45 seconds TOP 3 per table
Why do we use Performance Appraisals today?
@ocbermudez
Why ? - Legacy
Good Intentions? Not questions about it!
• Giving feedback to employees
• Evaluating employees
• Promoting people
• Legal purposes
• Reduction of personnel
• Pay-for-Performance Structure support
• Motivating Superior Performance
• Coaching
@ocbermudez
But, do Appraisals work?
•90%of Appraisal system were NOT successful
•18%of respondents said their performance reviews were
effective
•48%of respondents calling them “second-guessing sessions.”
•5%of H.R. professionals polled reported that they were “very
satisfied” with their performance management
@ocbermudez
Performances appraisals focus on individuals…
@ocbermudez
What happens…
• 30 seconds individual brainstorming
• 5 minutes sharing
• 45 seconds TOP 3 per table
What happens when we focus on individuals?
@ocbermudez
When you focus on individuals…
@ocbermudez
When you focus on individuals…
@ocbermudez
When you focus in individuals…
@ocbermudez
When you focus on individuals…
@ocbermudez
When you focus on individuals…
@ocbermudez
Do you really want that? Stop it!
@ocbermudez
I did it, and now? Take a look to your ECOSYSTEM
@ocbermudez
How can you evaluate your ECOSYSTEM?
Retrospectives
Where?
• At team level
• At project level
• At portfolio level
• At leadership level
• At the organization level
@ocbermudez
What else?
• Lunch & Learn
• Open Spaces
• Community of Practices (CoP)
• Problem solving session
• Book club
• Coaching Dojo
• Coding Dojo
• MOB
• Open Feedback
• Experiment Lab
@ocbermudez
Where do I keep all that information?
Lunch & Learn
Dev/SM/PO CoP
Experiment lab
Problem Solving
Session
Organizational Open
Space
Problem Solving
Sessions
.
.
.
Improvement Backlog
@ocbermudez
And should I use post-it or electronic board?
Improvement Backlog
@ocbermudez
Simple (not easy) process to deploy…
@ocbermudez
Does it work in small organizations?
Software Factory
• Performance Appraisal – Twice per year (between 70-100 people)
• Time spending: between 4 and 6 weeks
• Experiment: Decrease time software director spend in this
process.
• Result: between 1 or 2 weeks (50%-60% of improvement)
• New process:
• Lunch & Learn  2 per months
• DEV CoP  1 per week
• SM Cop  1 per week
• PO Cop  1 per week
• Problem Solving Sessions – Internal and external open spaces – coaching dojo
• Visibility: Kanban board with organization goals and team goals status & experiments
• Games: Merit Money & Feedback Wall, LEGO Serious Play, Empathy toys - serious games -
@ocbermudez
Small organization: Software Factory
@ocbermudez
Does it work in medium organizations?
Oilfield Service Company
• Strategy Definition: 4 countries involved (LATAM)
• Problem: Commitment with the plan – Strategy Execution – Performance
appraisals not associated with the strategy.
• Experiment: Strategy definition with all levels of the organization: around 100
people (C-Level, middle manager, operation)
• Result: 100% of commitment in the new plan. They went from a spreadsheet
score card with +250 things to do TO only focus in 15 things to do. With a clear
plan to work in the next 12 months created for everyone.
• New process:
• Validate and measure progress of things we are focus
• Everyone can add value to our plan
• Problem solving sessions
• New communication model
• Visibility: Only one file with their activities and why they are doing each thing
• Games: LEGO Serious Play
@ocbermudez
Medium organization: Oilfield Service
@ocbermudez
Does it work in large organizations?
A Bank
• Digital Bank transformation: 3 continents – 8 countries
• Problem: So hard to transform a dinosaur.
• Experiments: Become the number one digital bank in one of the
countries.
• Result: Done! With +30 scrum teams. They rolled up the same in every
single country +150 scrum teams. (In progress)
•New process:
• SAFE framework
• Retrospective & Demo every 3 months at portfolio and program level
• Feedback loop by team
• New communication model
• Visibility: One file with around 150 projects only (global and local).
• Games: Feedback cards, empathy games, board games.
• Planning increment with +150 people. In some countries +600 peoples
• Local leadership program – coaching teams
@ocbermudez
Large organization: A Bank
@ocbermudez
Let’s try it for us…
What do you want to become in 12 months?
@ocbermudez
Let’s try it for us…
What do you want to do to become _______?
@ocbermudez
Let’s try it for us…
What do you want to do to become ________
in the next 30 days?
@ocbermudez
Does it work? Ok, yes, where can I start?
WHERE?
• Executive level
• Middle manager Level
• Team Level
• Individual Level
• QA department
• HR department
• …
What do you want to become in X months?
@ocbermudez
“It is not enough to change strategies,
structures, and systems, unless the
thinking that produced those
strategies, structures, and systems
also changes.”
- By Peter Senge, The Dance of Change
And remember….
@ocbermudez
Please give your feedback…
@ocbermudez
More to read and try…
@ocbermudez
Q&A
@ocbermudez
Thank you!!!
@ocbermudez
What About Me?
+19 years in the market
I dramatically improve individual and organizational effectiveness.
Contact Info
omar@zettago.com
@ocbermudez
www.zettago.com
Omar Bermudez
Blog: www.agilecafe.org

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Agile2016 - Performance Appraisal Makeover

  • 2. Omar Bermudez Performance Appraisal MAKEOVER Stop measuring people & Start evaluating your ecosystem @ocbermudez
  • 3. Omar Bermudez – www.agilecafe.org Share Knowledge Respect Love Transparency Passion +19 years in the market I dramatically improve individual and organizational effectiveness. @ocbermudez
  • 4. “It is not enough to change strategies, structures, and systems, unless the thinking that produced those strategies, structures, and systems also changes.” - By Peter Senge, The Dance of Change @ocbermudez Take few seconds to read this…
  • 5. Agenda • Introduction • Is performance appraisal working today? • Your ecosystem • Case study: Small - Medium - Big organization • Let’s try it • Q&A • Thanks you! @ocbermudez
  • 6. Long time ago…around 1900 I want “A” car… now! @ocbermudez
  • 7. Today…2016 I want “THE” car…now! Comfortable in long rides… Fast…affordable…elegant… USER EXPERIENCE!! @ocbermudez
  • 8. Why ? • 30 seconds individual brainstorming • 4 minutes sharing • 45 seconds TOP 3 per table Why do we use Performance Appraisals today? @ocbermudez
  • 9. Why ? - Legacy Good Intentions? Not questions about it! • Giving feedback to employees • Evaluating employees • Promoting people • Legal purposes • Reduction of personnel • Pay-for-Performance Structure support • Motivating Superior Performance • Coaching @ocbermudez
  • 10. But, do Appraisals work? •90%of Appraisal system were NOT successful •18%of respondents said their performance reviews were effective •48%of respondents calling them “second-guessing sessions.” •5%of H.R. professionals polled reported that they were “very satisfied” with their performance management @ocbermudez
  • 11. Performances appraisals focus on individuals… @ocbermudez
  • 12. What happens… • 30 seconds individual brainstorming • 5 minutes sharing • 45 seconds TOP 3 per table What happens when we focus on individuals? @ocbermudez
  • 13. When you focus on individuals… @ocbermudez
  • 14. When you focus on individuals… @ocbermudez
  • 15. When you focus in individuals… @ocbermudez
  • 16. When you focus on individuals… @ocbermudez
  • 17. When you focus on individuals… @ocbermudez
  • 18. Do you really want that? Stop it! @ocbermudez
  • 19. I did it, and now? Take a look to your ECOSYSTEM @ocbermudez
  • 20. How can you evaluate your ECOSYSTEM? Retrospectives Where? • At team level • At project level • At portfolio level • At leadership level • At the organization level @ocbermudez
  • 21. What else? • Lunch & Learn • Open Spaces • Community of Practices (CoP) • Problem solving session • Book club • Coaching Dojo • Coding Dojo • MOB • Open Feedback • Experiment Lab @ocbermudez
  • 22. Where do I keep all that information? Lunch & Learn Dev/SM/PO CoP Experiment lab Problem Solving Session Organizational Open Space Problem Solving Sessions . . . Improvement Backlog @ocbermudez
  • 23. And should I use post-it or electronic board? Improvement Backlog @ocbermudez
  • 24. Simple (not easy) process to deploy… @ocbermudez
  • 25. Does it work in small organizations? Software Factory • Performance Appraisal – Twice per year (between 70-100 people) • Time spending: between 4 and 6 weeks • Experiment: Decrease time software director spend in this process. • Result: between 1 or 2 weeks (50%-60% of improvement) • New process: • Lunch & Learn  2 per months • DEV CoP  1 per week • SM Cop  1 per week • PO Cop  1 per week • Problem Solving Sessions – Internal and external open spaces – coaching dojo • Visibility: Kanban board with organization goals and team goals status & experiments • Games: Merit Money & Feedback Wall, LEGO Serious Play, Empathy toys - serious games - @ocbermudez
  • 26. Small organization: Software Factory @ocbermudez
  • 27. Does it work in medium organizations? Oilfield Service Company • Strategy Definition: 4 countries involved (LATAM) • Problem: Commitment with the plan – Strategy Execution – Performance appraisals not associated with the strategy. • Experiment: Strategy definition with all levels of the organization: around 100 people (C-Level, middle manager, operation) • Result: 100% of commitment in the new plan. They went from a spreadsheet score card with +250 things to do TO only focus in 15 things to do. With a clear plan to work in the next 12 months created for everyone. • New process: • Validate and measure progress of things we are focus • Everyone can add value to our plan • Problem solving sessions • New communication model • Visibility: Only one file with their activities and why they are doing each thing • Games: LEGO Serious Play @ocbermudez
  • 28. Medium organization: Oilfield Service @ocbermudez
  • 29. Does it work in large organizations? A Bank • Digital Bank transformation: 3 continents – 8 countries • Problem: So hard to transform a dinosaur. • Experiments: Become the number one digital bank in one of the countries. • Result: Done! With +30 scrum teams. They rolled up the same in every single country +150 scrum teams. (In progress) •New process: • SAFE framework • Retrospective & Demo every 3 months at portfolio and program level • Feedback loop by team • New communication model • Visibility: One file with around 150 projects only (global and local). • Games: Feedback cards, empathy games, board games. • Planning increment with +150 people. In some countries +600 peoples • Local leadership program – coaching teams @ocbermudez
  • 30. Large organization: A Bank @ocbermudez
  • 31. Let’s try it for us… What do you want to become in 12 months? @ocbermudez
  • 32. Let’s try it for us… What do you want to do to become _______? @ocbermudez
  • 33. Let’s try it for us… What do you want to do to become ________ in the next 30 days? @ocbermudez
  • 34. Does it work? Ok, yes, where can I start? WHERE? • Executive level • Middle manager Level • Team Level • Individual Level • QA department • HR department • … What do you want to become in X months? @ocbermudez
  • 35. “It is not enough to change strategies, structures, and systems, unless the thinking that produced those strategies, structures, and systems also changes.” - By Peter Senge, The Dance of Change And remember…. @ocbermudez
  • 36. Please give your feedback… @ocbermudez
  • 37. More to read and try… @ocbermudez
  • 40. What About Me? +19 years in the market I dramatically improve individual and organizational effectiveness. Contact Info omar@zettago.com @ocbermudez www.zettago.com Omar Bermudez Blog: www.agilecafe.org

Editor's Notes

  1. Causes Sub Optimization
  2. Destroy innovation in companies
  3. Punish People
  4. Crash intrinsic motivation
  5. Demolishes relationships and teamwork