Insurance Company: Performance Management
An Insurance Company learned that many of its employees did not have current
performance plans or reviews. In interviews, managers said their appraisal
system was little more than a paper exercise, more focused on justifying
ratings than on improving performance. Interact worked with the HR staff to
revise the performance management system, and to develop training that
emphasized coaching and performance. The new system and training has been
used for over ten years, with updates nearly every year. Employees now have
current plans and reviews. As a regional vice president put it, “we put the
management back into performance management.”
Insurance Company: Implementing Teams
An insurance company was restructuring its agent-support system by moving to
agent-centered teams. Instead of being organized around lines of business,
teams would be organized around groups of agents, and would provide all of
the agents’ support. This reorganization required extensive cross training,
and would result in teams that had much greater authority and autonomy than
before. Interact worked with the OD staff to design the implementation of
the change, and to provide teamwork skills. About 1,000 managers and team
members were trained over a two year period. The agents reported greatly
improved support, and the retention of team members increased by 20%.
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