Organization / Department: Whose Performance to Improve: Current Performance: Desired Performance: Performance Gap:

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1 Date: Organization / Department: Whose Performance to Improve: Current Performance: Desired Performance: Performance Gap: Is the performance issue worth resolving? If an argument cannot be made to justify the cost to improve performance, the intervention may not be necessary. Is there a positive ROI to make the investment to improve performance worth while (describe): Or, is there a regulatory, health, or safety reason to improve performance (describe)? Information: Are expectations clear? Yes or No, if No, please describe: Information issues are a barrier to Intervention Maps for information barriers are located on pages * Resources: Resource issues are a barrier to Intervention Maps for resource barriers are located on pages 85-95, and * Is feedback provided and is it timely? Yes or No, if No, please describe: Is guidance provided (ex. Job aids, current manuals or SOP s)? Yes or No, if No, please describe: Are appropriate and working tools available? Yes or No, if No, please describe: Is staffing adequate and appropriate? Yes or No, if No, please describe: Is the work environment safe and laid-out appropriate for the task(s)? Yes or No, if No, please describe: Are there organizational alignment or structural issues impacting performance? Yes or No, if Yes, please describe:

2 Incentives: Incentive issues are a barrier to Intervention Maps for incentive barriers are located on pages 55, 59 Are financial and cash incentives available and are they consistent with other departments and comparable industries? Yes or No, if No, please describe: Are there positive rewards for not performing? Yes or No, if Yes, please describe: Are there consequences for not performing Yes or No, if No, please describe: Is there a career ladder or pathway, and is it communicated? Yes or No, if No, please describe: Knowledge & Skills: Knowledge & Skill issues are a barrier to performance: Yes No Intervention Maps for knowledge and skill barriers are located on pages 1-49.* Capacity: Capacity issues are a barrier to Intervention Maps for capacity barriers are located on pages 87, 101, and 121.* Motives: Motive issues are a barrier to Intervention Maps for motive barriers are located on pages 55-79, 115, and 121.* Has this/these person(s) been trained before? Yes or No, Notes: Is the person(s) capable of changing? Yes or No, if No, please describe why: Is there a curriculum to address the training need? Yes or No, if No, please describe: Will management support a learning intervention during and after? Yes or No, if No, please describe: Are appropriate staffing selection processes in place? Yes or No, if No, describe why: Do workers function as a team, are there interpersonal issues? Yes or No, if Yes, please describe why: Does scheduling of team resources reflect workload demand? Yes or No, if No, please describe: Can a prostheses (ex. arm extender, magnification device) be used to help improve performance? Yes or No, if Yes, please describe: Is the recruiting process reflective of the job conditions? Yes or No, Notes: Are there turnover issues within the company, division, or department? Yes or No, if Yes, please describe why: Are workers aware of incentives? Yes or No, if No, please describe: Have other interventions been applied, and motives still an issue? Yes or No, if Yes, please describe: Source of Intervention Maps: Sanders, S. & Thiagarajan, S. (2005). Performance intervention maps: 39 strategies for solving your organizations problems. Alexandria, VA: ASTD Press.

3 Financial Resources: Time Constraints: Resources: Equipment / Tools: Policy / Management: Centralization / De-centralization Geography: Other : Other : Using the Intervention Quick Reference Guide, Intervention Maps book, or other resources - consider interventions to address the performance gap. Notes:

4 Potential for Performance Improvement Intervention - Multicriteria Selection Grid Suggested Criteria Cost Timeframe Resources Rating examples: Interventions Weight Weight Weight Weight Rating Subtotal Rating Subtotal Rating Subtotal Rating Subtotal Total Least Most Potential to Improve Performance High Cost Low Cost Not Available Resources Readily Available Establish Ratings: Process: 1. Determine criteria. Use suggested criteria or choose situation specific criteria. 2. Establish ratings for each criterion 3. Weight criteria. Total weight should equal 100. Spread 100 points across criteria chosen 4. List interventions 5. Rate the criteria for each intervention 6. Sub-total each criteria, by multiplying the (WEIGHT X RATING) 7. Total each intervention 8. Highest rated interventions in multi-criteria selection grid, may have the most likelihood for success.

5 In the grid below, summarize the interventions that are most appropriate based on your analysis and those receiving the highest score using the multi-criteria selection grid. Prepare for your client meeting by noting the rationale for your recommendations. Intervention: Rationale: Notes:

! " #! $ % & '( ) % * * $ " +, " -../

!  #! $ % & '( ) % * * $  +,  -../ ! " #!$% &'()%** $" +,"-../ 0$"1!" "#$%& & '( %!) #( ( *% % ( *+* *+* (( &2 2 * 2 /34! " #! $ %! & *5(,.3-4 '( '( '' )# '' *) ' +, ' # ' *--! '& %.*/. * $ $ # & )! 0 *2 2 +.3+6! (!* ' 1! # # 2 5*& +3/4.

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