Activities 

At his previous company Stu Pendous (Factory Manager) needed a process to ensure that the basics were done well. While leadership and management had strategic goals to deliver, the majority of staff had routine tasks that needed to be done daily, weekly, monthly etc.

What he was looking for was a simple process whereby activities & performance expectations were clearly defined, progress was monitored and assessed with regular oversight and follow-up to ensure that everyone remained on track.

He quickly adopted the Activities function in epic.

Activity profiles are drawn up and allocated to staff who can then add additional activities or tasks. A simple self-rating option (Red-Amber-Green) is available with the manager's line of sight.

Alternatively, a scoring option (eg 1 – 5) can be used which ties in with the formal Appraisal process used by management. Rating reports are available for managers to use with the staff during one-on-one performance discussions.

The net result is that things get done! (And done well). Stu puts the success of this process down to clarity of expectations as well as a culture of wanting to do well – staff rise to the challenge of being allowed to rate themselves - but always in the knowledge that they should provide evidence to justify their scores.

While scores tend to be high this is in line with overall company performance.