IDENTIFY UNDERPERFORMANCE, PROVIDE SOLUTIONS, TAKE ACTIONS & ENSURE
SUPPORT ACTIVITIES
Identify Underperformance
(Based on the information above, analyse the underperformance and revise KPIs again with new
deadlines)
Position &
Departmen
t
Previous KPIs
Revised KPIs
Targeted
date/
timeframes
Managemen
t
To complete tasks in a
given time
More time would be
provided for more clean
work
27-10-19
Employee
To make sure employee
are competent in their
work
More trainings and
tutoring
be given to
employee
27-10-19
Finance
Spend less to gain more
benefits
Setting a high budget for
quality products,
27-10-19
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T-1.8.1_v3
Performance Meeting: Identify underperformance and Conduct a Training Needs Analysis
(TNA) system to ensure Mentoring and Coaching (ROLE PLAY ON TNA)
Scenario:
Now that you have identified that your stocktaking sales team is the major
underperformer after your operational plan implementation, you have decided to plan and
implement a system to ensure mentoring and coaching for such cases with teams. You will need to
perform a role play and attach the role-play script. Your fellow classmates can play the role of the
underperforming team and you play the role of operational manager conducting this performance
meeting. You will need to comlete TNA template below along with a 3 minute role-play session on
this meeting (that you will need to attach in Appendix).
Attach role-play script in Appendix 1. Role-play carries 2 marks.
Fill out the Performance Outcome and TNA form while conducting the meeting (role-play)
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T-1.8.1_v3
Performance Meeting Outcome and Training Needs Analysis (TNA) form
EMPLOYEE/TEAM
NAME: Woolies team
POSITION:Senior
TNA DONE BY: Ahmed
Training/skill
s
development
required?
Y
N
cleanin
g
yes
<insert
training
needs, if
any>
<insert
how this
will be
achieved>
e.g. on the
job, external
training
<in10-
sert
when>
<insert who
is going to
deliver the
training>
Custome
r service
yes
Feedbac
k
yes
Rules
and
regulatio
ns
yes
Goods
stacking
ye
s
Provide your personal feedback on their performance and suggest what
will be done to ensure mentoring and coaching for their improvement
:
Signed by:
Operations Manager
Staff Members & Team
leader
.
Date:
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T-1.8.1_v3
3.4:
Negotiate recommendations for variations to operational plans and gain approval from
designated persons/groups.
Scenario:
At this stage you have realised that your operational plan will require some adjustments
and amendments because of underperformance in several areas of the store. You will now
recommend some variations to your operational plan and also get approval from your management
using the variance form.
VARIANCE FORM
VARIANCE PERSON/POSITION DETAILS:
Date of
Request
Request
No.
