Performance appraisal in a matrix: the series
Performance management and appraisal in a matrix organization structure is different. We may have more than one boss and our colleagues are likely to be in multiple locations, perhaps even different countries and time zones. Our HR processes need to adapt to this new reality.
Performance appraisal fundamentally changes in a matrix because there are many more stakeholders involved, each with different perspectives based on the part of the individual’s work that they see and also perhaps on different personalities, cultures and perspectives.
In a successful matrix implementation, we match strategy, structure, systems and skills. The performance management, appraisal, pay and career development processes are important human resources (HR) systems that must be aligned to this new way of working for the matrix to succeed.
The traditional appraisal process with just the individual and the boss involved becomes much more complex. Where we have more than one manager formally involved in objective setting and evaluation it’s important to get each of them aligned on the key messages.
In a matrix these different managers are likely to be from different functions and may well be paying attention to different aspects of the individual’s performance. The functional role and the business role are often the two that are in tension in a matrix. Even if individual has made the right call by, for example, prioritising the business issue over a functional issue, it could lead to very different evaluations of their performance from the two strands of the matrix.
Here are some common challenges we have seen in our client organizations:
- What is the process and who does what, what happens if there is a dispute?
- How should we structure goals and measures of success?
- Who should evaluate performance?
All these blogs are now live.
See more in our matrix management insights or matrix management training
Explore our training programs to see how we can help.Agile & Digital Training Matrix Management Training People and purpose Training Virtual Teams Training
Educate yourself further with a few more or our online insights:
25 years of experience learning with a range of world class clients
We work with a wide range of clients from global multinationals to recent start-ups. Our audiences span all levels, from CEOs to operational teams around the world. Our tools and programs have been developed for diverse and demanding audiences.
Tailored training or off the shelf modules for your people development needs
We are deep content experts in remote, virtual and hybrid working, matrix management and agile & digital leadership. We are highly flexible in how we deliver our content and ideas. We can tailor content closely to your specific needs or deliver off the shelf bite sized modules based on our existing IP and 25 years of training experience.
For more about how we deliver our keynotes, workshops, live web seminars and online learning.