| Strategy | Performance operating model | Goal architecture, KPI logic, roles, responsibilities, review cadence, governance notes | Document, workshop output, decision log | Discovery and design | Business priorities, org structure, role context |
| Audit | Current performance process review | Template review, workflow gaps, reporting gaps, manager pain points, risk areas | Audit summary and improvement backlog | Baseline review | Existing forms, policies, reports, stakeholder input |
| Setup | Review workflow and calendar | Review stages, reminders, owner assignments, status tracker, escalation route | Workflow map and tracker | Setup | Employee roster, manager list, timing preferences |
| Production | Review templates and manager toolkit | Self-review, manager review, calibration inputs, conversation prompts, action-plan templates | Editable templates and playbook | Design and implementation | Policy requirements and tone preferences |
| Implementation | KPI dashboard and reporting pack | Metric definitions, source mapping, variance commentary, visual dashboard, summary view | Dashboard and monthly/quarterly pack | Implementation and reporting | Validated data sources and KPI definitions |
| Documentation | Performance documentation standards | Naming conventions, evidence requirements, record-handling guidance, quality checklist | Documentation guide | Setup and governance | Internal retention and access rules |
| Reporting | Leadership performance summary | Completion status, key patterns, risks, overdue items, action-plan progress | Executive report | Recurring support | Updated inputs and manager submissions |
| Training | Manager briefing support | How to use templates, conduct check-ins, document actions, and escalate sensitive issues | Briefing deck and guidance notes | Adoption | Manager participation and internal approval |
| Quality assurance | QA review and exception log | Template completeness, data consistency, missing submissions, review anomalies, action follow-up | QA log and exception report | Every cycle | Access to trackers and approved rules |
| Ongoing support | Managed performance operations | Cycle coordination, report preparation, follow-up tracking, continuous improvement recommendations | Managed-service cadence | Post-launch support | Defined service scope and communication channels |