Are your employees:
Not doing what they are supposed to do?
Doing something they're not supposed to do?
3.0 The Position Matrix Communication System Home Page
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Are your employees: Not doing what they are supposed to do? Doing something they're not supposed to do? |
Many business problems, from poor productivity and profitability to lawsuits and regulatory violations are caused by one of the two circumstances listed above.
The Position Matrix is the starting point for all of the Roster Network solutions. It starts all of the processes by defining, documenting and communicating what employees do and how they do. This information provides the foundation for objective management of all issues throughout the company.
The concept of the Position Matrix Communication System is simple and straight forward. The Position Matrix is a one page living document that creates an objective and comprehensible role or job description. The employee, his supervisor and the persons affected by his work all commit to that description and then follow it with periodic appraisals which evaluate the employee’s performance against that description. The forms are easy to use and flexible so that the description of the job can change with the needs of the company. Finally, the Position Matrix record is maintained as a memorialization of the performance requirements of the job and the employee’s performance as measured against those requirements.
The Position Matrix is a dynamic tool. It will change as often as job responsibilities change. It is not to be completed, filed, and forgotten until next year, but should be used constantly as a checklist to ensure the position incumbent is accomplishing key goals; and it should be modified as those goals change and as new opportunities arise. Accordingly, the Position Matrix is a tool to promote true empowerment of employees. They should be encouraged to change their Position Matrix as often as need be. If they develop a better way to do something or see a new way to add value, all they have to do is revise their Position Matrix and get their supervisors and key impacts (those co-workers affected by their work) to agree to the change.
The Position Matrix Workshop Handbook is used to facilitate the installation of the Position Matrix and clearly explains the development of a Position Matrix.
Once the Position Matrix is installed in an organization, it is important to audit the use of the Position Matrix to assure it is being properly used. Audit procedures are found at Position Matrix Audit Procedures.
The above 2 sections require Adobe Acrobat Reader for viewing. Click on the thumbnail below for a free download. If you have trouble with the download, please give us a call at 219.436.6330 and ask for assistance.
Sample of a completed Position Matrix.
Following are the pages applicable to the Position Matrix Communication System.
Gathering Information - Manual Processes
3.1.0 What Information to Gather
3.2.0 What to do with the Information
3.2.1 How to Complete the Demographic Information Compilation Data Sheets
3.2.2 How to Complete the Macro Activity Data Sheet
3.2.3 How to Complete the Tools and Processes Data Sheet
The Position Matrix and its Uses
3.2.4 How to Use this Information
3.2.5.2 Training a New Employee
3.2.5.4 Sale and Purchase of Equipment
3.2.5.5 Helping Poor Performers
3.2.5.6 Leave of Absence and Vacation Planning
3.3.0 How to Complete a Position Matrix - The Position Matrix Workshop Handbook -
This section uses the Position Matrix Workshop Handbook to illustrate the components and completion of a Position Matrix. This file may be saved to print copies of this handbook for your use.
This section requires Adobe Acrobat Reader for viewing. If you do not have Adobe Acrobat Reader, click on the thumbnail below for a free download. If you have trouble with the download, please give us a call at 219.436.6330 and ask for assistance.
Additional Tools
3.3.0.1 Tools & Processes Worksheet -
This worksheet is handed out prior to the Position Matrix Workshops (and the Handbooks, see below) and is used to start workshop participants thinking about Macro Activities they perform and Tools & Processes they use in performing those Macro Activities. It may be customized prior to use, if need be or desired. It should be handed out prior to the workshops with the Tools & Processes Checklist and the Introduction to the Position Matrix.
In addition to the Position Matrix Workshop Handbook, there are two PowerPoint slide presentations that can be used to facilitate either individual Position Matrix development or Position Matrix workshops for groups. To view these presentations, click on the following titles.
3.3.1 Position Matrix Workshop
3.3.2 Position Matrix Workshop, Executive and Senior Management
For information on viewing PowerPoint presentations on the web, please review this file: Viewing PowerPoint Presentations
3.4.0 Position Matrix Workshop - Facilitation Tasks and Master Checklist
This file shows the steps to conducting a Position Matrix Workshop to install the Position Matrix in an organization. It can be published as a separate web site for use by facilitators as a communication tool with clients during the facilitation process. If you are interested in having a copy published for your facilitation process, please contact us at information@rosternetwork.com. If the facilitation is for ISO 9000, other quality system documentation, Activity Based Management or Medicare - Medicaid compliance, use one of the Facilitation Tasks and Master Checklists found elsewhere on this page as they all contain the steps for Position Matrix Facilitation.
3.4.0.1 Position Matrix Facilitation Flow Chart - This file illustrates the basic steps in facilitating and using the Position Matrix.
The Position Essentials Worksheet
3.5.0 Description of Position Essentials Worksheet
3.5.1 Who Completes the Position Essentials Worksheet
3.5.2 How to Complete a Position Essentials Worksheet
3.5.3 What to do with Completed Position Essentials Worksheets
3.6.0 Description of Performance Appraisal Process
3.6.1 Who is Involved in Performance Appraisals
3.6.2 Written Performance Appraisal
3.6.3 How to Calculate the Performance Appraisal Rating
3.6.4 What to do with Completed Performance Appraisals
The Meeting Matrix and the Project Matrix
3.7.0 The Meeting Matrix and the Project Matrix