Scorecard review sessions are more holistic, span a greater horizon of performance and have operational as well as strategic perspective. Dashboard review sessions have narrow domain, have operational focus and highly frequent. Here are the facilitation tips for Performance Review Sessions. The details on these tips can be found in facilitating a performance review session in my portal Business Intelligence and Performance Management Institute.
- You can start with reinforcing the objectives of the session and ground rules.
- Keep the review focused on 5-10 key performance points.
- Do not keep the review sessions too regimented
- Apply situational leadership
- Focus on the decisions which need team involvement
- Keep some time for feedback on whole performance review process
- Do not do too many time-checks
- Keep on building the outcomes throughout the session
- Interject with appropriate statements to stay focused
- Use templates to drive discipline
- Facilitation differences between scorecards and dashboard review
