Plans
Everything you need to deliver your plans, manage strategy and report progress.
- Customizable plan structure
- Automated and on-demand progress reports
- Auto-reminders and checklists
Performance Management Workshops
Our performance management workshops give you the tools and organizational skills to fully integrate performance into your operational and strategic planning.
Workshop takeaways
Performance essentials
An introduction to performance measurement and analytics.
KPI training
Training on developing relevant KPIs and metrics aligned with your planning and decision-making structure.
KPI development
Key performance indicators and metrics built out for one department or strategic area.
Methodology creation
A clear methodology for implementing your performance management program.
Individual coaching
One-on-one performance management coaching for key individuals.
On-going learning
Best practice guides to help you revise or create performance measures post-workshop.
Frequently Asked Questions
Learn more about our performance management workshops
How long is the workshop?
Typically this is a 2-day workshop. Depending on the size of your organization, the number of people you want to receive one-to-one coaching, and any other special requirements, it can be extended to 3 days.
How much does the workshop cost?
Pricing depends on how many days of training you require, whether the workshop is online or in-person, the number of staff receiving one-to-one coaching and any other special requests. To get a customized quote, book some time to chat with one of our solutions specialists.
Is this workshop online or in person?
It can be either. We recommend conducting your workshop in person if possible. We find this helps to ensure high engagement of participants and maximizes one-on-one training time. Our performance management workshop activities are hands-on and best suited to in-person training.
Do I need to be an Envisio customer already?
No. You are welcome to book a performance management workshop with us whether you are an Envisio software customer, are thinking of becoming a customer, or have no plans to become a customer.
Who is the workshop for?
Do any of the following sound like your organization or team?
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You have no departmental or organizational performance measures
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You use metrics that are not connected to strategic priorities, annual work plans and/or
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resource allocation decisions
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You have too many, often transaction-based, performance indicators (more than 100 is probably too many)
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You are a local government that publishes open data portals without internal performance data collection and analysis
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You want to pursue benchmarking programs or performance management accreditation
If so, then our performance management workshop is perfect for you!
It’s designed for your executive team, department heads, senior managers and other specialized staff responsible for performance management at the organizational or departmental levels.
Sounds great! How do I get started?
The best place to start is to request a professional services consultation and we’ll be in touch shortly to discuss your unique organizational challenges and goals, answer any questions, and provide you with a tailored quote.
Meet the team
You’re in safe hands. Our professional services team has decades of experience in performance management and strategic planning for government, education and nonprofit organizations.
Meghan Brodmann-Bishop
Planning and Performance Coach
Meghan Brodmann-Bishop
Planning and Performance Coach
Meghan has five years of experience providing business consulting, facilitation, and coaching services to community-based organizations and government departments. Meghan has facilitated the development of various plans and evaluation frameworks for organizations to use in assessing and demonstrating their outcomes. She brings knowledge and expertise supporting clients to communicate their impact and tell the story of how they’ve improved the communities they serve. She holds an MBA and a Bachelor of Arts in International Development Studies. Meghan is looking forward to helping you action your plan and achieve your desired outcomes!
Chloe Donatelli
Planning and Performance Coach
Chloe Donatelli
Planning and Performance Coach
Chloe has over a decade of experience in consulting and training with community-based organizations and government. She holds an MBA in Community Economic Development and a diploma in Adult Education. Chloe has focused her career on building capacity in public institutions, supporting plan design and evaluating impact to better serve communities and stakeholders. She has created strategic plans and developed performance measures with many organizations, bringing a methodology to identify and distill key strategies, actions, and measures. Chloe holds deep knowledge of the Envisio software, so designs from a place of understanding the best way to track and communicate moving forward. Chloe is here to support you in combining your strategy and execution needs!