This workshop introduces performance management as a way of ensuring that corporate goals are cascaded down throughout the firm so that everyone is heading in the same direction. To ensure this process, a web-based software monitoring app is described. The app is based on a series of planned meetings between supervisor and direct report during the course of the year that reviews progress.

1. PERFORMANCE MANAGEMENT Presenter: Bernard Liebowitz, PhD CMC Liebowitz & Associates October 29 th , 2008

7. THE BALANCED SCORECARD Liebowitz & Associates, PC

8. A WAY OF THINKING ABOUT CASCADING GOALS. Liebowitz & Associates, PC Financial Customer Internal Learning Department #1 Department #2 Department #3 Department #4

9. Liebowitz & Associates, PC TABLE #1: CORPORATE GOALS (A) FINANCIALS/ PROFITS, MARGINS, ETC. (B) THE CUSTOMER (C) INTERNAL PROCESSES (D) ORG’L LEARNING & DEVEL’MENT (1). (1). (1). (1). (2). (2). (2). (2). (3). (3). (3). (3). (4). (4). (4). (4). (5). (5). (5). (5). (6). (6). (6). (6).

10. Liebowitz & Associates, PC TABLE #2: DEPARTMENTAL CONTRIBUTION TO CORPORATE GOALS (A) FINANCIAL (B) CUSTOMER (C) INTERNAL (D) LEARNING CORPORATE GOALS SALES ACC’TING ENGIN’ING OPERATION SERVICE/QC PURCHASING

11. Liebowitz & Associates, PC TABLE #3: DEPARTMENTAL GOAL ...... (A) FINANCIAL (B) CUSTOMER (C) INTERNAL (D) LEARNING CORPORATE GOAL Dept’l Goal How Measure Start value Aim or goal Resources needed? Action steps Dates