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10 strategies and tactics for Performance

What is Performance strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Developing an effective Performance strategy can be intimidating, especially when your daily duties demand your attention. To assist you, we've curated a list of examples to inspire your planning process.

Feel free to copy these examples into your favorite application, or leverage Tability to maintain accountability.

How to write your own Performance strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Performance strategy examples

We've added many examples of Performance tactics, including a series of action items. We hope that this will make these examples as practical and useful as possible.

Strategies and tactics for enhancing Customer-Centric Approach at Dashen Bank

  • ⛳️ Strategy 1: Enhance personalisation through advanced analytics

    • Employ advanced data analytics to segment customers based on behaviours and preferences
    • Conduct regular customer surveys to gather data on changing needs and preferences
    • Develop tailored banking products and services for different customer segments
    • Integrate a CRM system to track and personalise every customer interaction
    • Leverage customer data to offer personalised marketing campaigns
    • Utilise AI-driven personalisation tools to recommend products and services
    • Create personalised customer journey maps to improve the customer experience
    • Implement a feedback loop to continually refine personalisation efforts
    • Collaborate with cross-functional teams to ensure alignment in personalisation strategies
    • Set and monitor KPIs to measure the effectiveness of personalisation efforts

  • ⛳️ Strategy 2: Improve transparency and communication across all channels

    • Develop standard templates for all customer communications to ensure consistency
    • Create an educational content library consisting of FAQs, tutorials, and guides
    • Ensure all communication channels provide clear information on products and fees
    • Regularly update customers on changes to products or fees through multiple channels
    • Establish a centralised CRM to enhance tracking of customer interactions
    • Train staff on clear and effective communication techniques
    • Provide transparent customer service guidelines across digital and branch channels
    • Implement a feedback mechanism for customers to rate communication clarity
    • Benchmark against industry best practices for clarity and transparency
    • Monitor customer satisfaction and confusion indexes to fine-tune communication strategies

  • ⛳️ Strategy 3: Streamline processes to boost efficiency and digital engagement

    • Map current customer journey processes to identify bottlenecks and inefficiencies
    • Implement lean methodologies to streamline workflows and reduce wait times
    • Invest in technology to automate key customer service functions
    • Enhance mobile and digital platforms to provide seamless service access
    • Develop a user-focused design for digital banking interfaces
    • Increase cloud infrastructure investment to support more scalable digital solutions
    • Implement real-time performance tracking tools to monitor service efficiency
    • Create cross-training programs to enhance staff efficiency in multiple roles
    • Use AI tools for proactive customer support and issue resolution
    • Benchmark digital engagement levels against competitors to identify areas for improvement
personalisationtransparencydata-analystcustomer-service-representativemarketing-teamit-team
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Strategies and tactics for becoming the Most Trusted and Customer-Centric Financial Institution

  • ⛳️ Strategy 1: Develop tailored banking solutions

    • Conduct comprehensive market research to understand customer segments and their needs
    • Analyse customer data to identify preferences and personalise offerings
    • Create flexible banking products that adapt to varying customer needs
    • Enhance services with tailored customer support options
    • Provide regular training for staff on personalisation techniques
    • Develop feedback mechanisms to refine and enhance tailored solutions
    • Set up cross-functional teams to drive innovation in product development
    • Explore partnerships with fintech firms to enhance offerings
    • Implement a customer relationship management system for better customer insights
    • Monitor and evaluate the impact of personalised solutions on customer satisfaction

  • ⛳️ Strategy 2: Enhance communication and transparency

    • Use clear and simple language in all customer communications
    • Improve online platforms to offer easily accessible information on products and services
    • Train customer service representatives to provide accurate and clear information
    • Implement proactive communication strategies to keep customers informed about changes
    • Develop a FAQ section on the website to address common customer queries
    • Create informative and engaging content about banking services and products
    • Regularly update customers on security measures and privacy policies
    • Host regular webinars and workshops to educate customers on financial management
    • Incorporate customer feedback into communication strategies
    • Evaluate the effectiveness of communication strategies through customer surveys

  • ⛳️ Strategy 3: Leverage innovative technology

    • Invest in the latest technology to enhance digital banking platforms
    • Ensure mobile and online platforms offer a seamless user experience
    • Implement AI and data analytics to personalise customer interactions
    • Automate routine transactions to improve service efficiency
    • Offer virtual financial advice through secure digital channels
    • Regularly update digital platforms to incorporate customer feedback
    • Provide robust security features to protect customer data and build trust
    • Integrate chatbots for 24/7 customer assistance
    • Organise regular digital literacy sessions for customers
    • Continuously monitor and upgrade technology to stay ahead of market trends
personalizationtechnologycustomer-service-representativedata-analystinnovation-teamcommunication-team
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Strategies and tactics for developing a Comprehensive Strategic Plan for Marketing and Communications

  • ⛳️ Strategy 1: Strengthen brand recognition and awareness

    • Conduct a brand audit to identify strengths and areas for improvement
    • Create a unified branding guideline to be distributed across all departments
    • Organise a series of brand-focused workshops for FNU staff
    • Develop a consistent messaging strategy highlighting FNU's dual roles
    • Engage professional designers to update FNU's visual identity
    • Leverage successful alumni stories in marketing materials and campaigns
    • Launch a digital campaign featuring student testimonials and experiences
    • Collaborate with influencers and media for broader reach
    • Use targeted social media ads to reach potential students
    • Monitor brand perception through regular surveys and social listening

  • ⛳️ Strategy 2: Enhance stakeholder engagement and partnerships

    • Map out key stakeholders and create a targeted engagement plan
    • Develop an alumni relations strategy that includes networking events
    • Launch a newsletter for staff, students, and alumni to foster connection
    • Establish partnerships with local and international businesses
    • Organise industry panels and talks at FNU to increase visibility
    • Promote collaborative research initiatives with partner institutions
    • Host bi-annual stakeholder forums to discuss university progress
    • Develop student ambassador programs to engage current and prospective students
    • Launch campaigns highlighting student achievements in local communities
    • Implement stakeholder feedback mechanisms to improve relationships

  • ⛳️ Strategy 3: Drive a digital transformation and innovation in marketing

    • Adopt advanced digital marketing tools and platforms
    • Create a dedicated content team for social media management
    • Introduce monthly podcasts focusing on trends and experiences at FNU
    • Enhance the FNU website with a user-friendly experience
    • Run SEO and content marketing campaigns to increase organic reach
    • Engage in targeted email marketing for different audience segments
    • Invest in analytics tools to assess digital campaign performance
    • Produce engaging video content showcasing the university's offerings
    • Use virtual reality for interactive virtual tours of campus facilities
    • Launch digital education initiatives to support online learning goals
brand-recognitiondigital-transformationmarketing-managercommunications-specialistpublic-relationsdigital-marketing
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Strategies and tactics for implementing formal HRM practices

  • ⛳️ Strategy 1: Initiate structured recruitment process

    • Audit current recruitment process to identify gaps
    • Develop detailed job descriptions and specifications
    • Create a structured interview format and evaluation criteria
    • Implement an applicant tracking system for efficiency
    • Provide recruitment training for hiring managers
    • Partner with local job boards and universities for outreach
    • Implement a referral programme to leverage existing employees' networks
    • Conduct regular recruitment process reviews to ensure effectiveness
    • Monitor the diversity of candidates to promote inclusion
    • Gather feedback from new hires about their recruitment experience

  • ⛳️ Strategy 2: Establish comprehensive performance evaluation system

    • Research and select a suitable performance evaluation framework
    • Train managers on effective evaluation techniques
    • Develop clear, measurable performance goals for each role
    • Implement a platform for continuous performance tracking
    • Schedule regular one-on-one feedback sessions
    • Introduce 360-degree feedback from peers and subordinates
    • Recognise and reward high performers regularly
    • Create individual development plans based on evaluation outcomes
    • Use performance data to inform promotions and pay increases
    • Regularly revise the evaluation system based on feedback

  • ⛳️ Strategy 3: Develop continuous training and development programmes

    • Conduct a training needs analysis for all employees
    • Create a yearly training calendar with various learning opportunities
    • Partner with industry experts for specialised training sessions
    • Implement e-learning platforms for flexible access to courses
    • Encourage cross-functional training to promote versatility
    • Schedule regular workshops on emerging industry trends
    • Offer leadership development programmes for potential future leaders
    • Evaluate training programme effectiveness through employee feedback
    • Allocate budget for external courses and certifications
    • Incorporate on-the-job training and mentorship schemes
recruitmentperformance-evaluationhr-managertraining-coordinatorrecruitmentemployee-development
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Strategies and tactics for reaching optimal employee performance

  • ⛳️ Strategy 1: Assess and identify performance gaps

    • Conduct a performance review for all 20 employees
    • Identify key performance indicators (KPIs) relevant to each role
    • Organise one-on-one meetings to discuss performance assessments
    • Use feedback to pinpoint areas of improvement
    • Develop a comprehensive skills assessment test
    • Analyse past performance data and trends
    • Set clear and achievable goals for each employee
    • Determine external factors affecting performance
    • Secure employee commitment to the improvement plan
    • Communicate performance expectations clearly

  • ⛳️ Strategy 2: Implement targeted training programs

    • Organise personalised training sessions based on individual needs
    • Enroll employees in relevant online courses or workshops
    • Invite industry experts for guest lectures and seminars
    • Conduct in-house training sessions on soft and technical skills
    • Create a mentorship program pairing senior employees with juniors
    • Invest in e-learning platforms for continuous learning
    • Schedule regular knowledge-sharing meetings
    • Encourage cross-functional team projects
    • Monitor and evaluate training effectiveness
    • Provide resources for self-study and development

  • ⛳️ Strategy 3: Foster a motivating and supportive work environment

    • Recognise and reward high performers monthly
    • Facilitate open communication and feedback loops
    • Encourage team-building activities and social events
    • Promote work-life balance through flexible working hours
    • Establish a wellness program focusing on mental health
    • Provide ergonomic workspaces and necessary resources
    • Develop a clearly defined career progression path
    • Create an inclusive culture valuing diversity and collaboration
    • Regularly review and improve HR policies
    • Solicit employee feedback on workplace satisfaction
performance-gapsemployee-traininghr-managerperformance-analysthr-departmenttraining-and-development-team
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Strategies and tactics for launching the Training Academy

  • ⛳️ Strategy 1: Develop a comprehensive profile

    • Compile a detailed professional bio
    • List credentials, certifications, and awards
    • Document training expertise areas
    • Collect and include testimonials and case studies
    • Design a professional logo and brand identity
    • Arrange a professional photoshoot
    • Publish the portfolio on the training institute's website
    • Create printed materials with the portfolio
    • Update the portfolio on social media profiles
    • Maintain the portfolio by regularly adding new testimonials and achievements

  • ⛳️ Strategy 2: Enhance online presence and engagement

    • Develop a dedicated webpage on the training institute’s website
    • Publish content regularly including articles, blog posts, and case studies
    • Optimize the website for SEO
    • Enhance LinkedIn profile and engage regularly
    • Create and manage Instagram and Facebook accounts
    • Launch a YouTube channel with training videos and webinars
    • Use targeted ads on social media
    • Implement Google Ads for increased reach
    • Gather and publish customer reviews online
    • Monitor and engage with audience feedback on social media

  • ⛳️ Strategy 3: Expand networking and build strategic partnerships

    • Schedule speaking engagements at industry events and conferences
    • Organize workshops and webinars
    • Collaborate with brands and organisations in Saudi Arabia
    • Join relevant industry associations
    • Reach out to HR professionals for potential collaborations
    • Attend industry seminars and networking events
    • Develop joint ventures with complementary training providers
    • Establish partnerships with universities and colleges
    • Engage in community events to increase visibility
    • Form alliances with international training institutes
marketingengagementtrainerhr-professionalsmarketing-teamcontent-creation-team
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Strategies and tactics for designing Metrics for KPI Application

  • ⛳️ Strategy 1: Establish functionality metrics

    • Create a detailed list of all functionalities provided by the application
    • Define measurement criteria for each functionality (e.g., availability of report creation, performance reviews, notifications)
    • Conduct user surveys to assess adequacy of existing functionalities to user needs
    • Compile a report on the number and type of functions offered versus user requirements
    • Develop a scoring system to rate the application's functionalities
    • Organise focus groups to gain qualitative insights on functionality adequacy
    • Implement a feedback mechanism within the application for users to suggest additional functionalities
    • Regularly update the functionality list based on evolving user needs
    • Benchmark functionality against similar applications in the market
    • Schedule periodic reviews to reassess the functionality metrics

  • ⛳️ Strategy 2: Implement usability metrics

    • Develop training sessions and materials for new users to measure initial learning time
    • Conduct user surveys to evaluate ease of use and gather qualitative feedback
    • Implement analytics to track the number of clicks required to complete common tasks
    • Create usability test scripts to perform regular usability testing
    • Analyse survey data to identify usability pain points
    • Iterate on application design based on usability testing and user feedback
    • Conduct A/B testing to compare usability improvements
    • Set up a user feedback loop to continually gather usability insights
    • Benchmark usability metrics against industry standards
    • Implement continuous monitoring to track usability metric changes over time

  • ⛳️ Strategy 3: Measure performance metrics

    • Implement monitoring tools to track application response times under different loads
    • Set up performance benchmarks based on desired throughput levels
    • Track resource utilisation, including CPU and memory usage, during different operations
    • Conduct stress testing to determine application limits
    • Analyse performance data to identify bottlenecks and areas for improvement
    • Regularly review throughput metrics to ensure they meet performance targets
    • Optimise the application's code to improve performance based on monitoring data
    • Set up alerts for unusual spikes in resource utilisation
    • Schedule performance reviews and optimise based on collected data
    • Compare application's performance metrics with industry standards
usabilityperformanceproject-managerux-designerdevelopment-teamqa-team
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Strategies and tactics for scaling through Organisational Optimisation

  • ⛳️ Strategy 1: Revise and standardise job descriptions

    • Conduct a comprehensive review of all existing job descriptions across the organisation
    • Consult with departmental heads to gather input on necessary updates for each role
    • Identify the essential hard and soft skills required for each position
    • Standardise the format and terminology for all job descriptions
    • Implement a review and approval process for updated job descriptions
    • Communicate the updated job descriptions to all employees
    • Develop a repository of all updated job descriptions for easy access
    • Train managers on how to use and interpret the revised job descriptions
    • Update the recruitment and onboarding process to reflect new job descriptions
    • Regularly review and revise job descriptions to ensure they remain relevant

  • ⛳️ Strategy 2: Enhance performance reviews and accountability

    • Revamp the existing performance review process for better clarity and effectiveness
    • Introduce workshops to train managers on conducting constructive performance reviews
    • Incorporate a 360-degree feedback mechanism for more rounded evaluations
    • Set clear KPIs and benchmarks for performance reviews
    • Ensure there is a formal way to document and track feedback
    • Create a regular feedback loop with scheduled check-ins between managers and employees
    • Develop accountability frameworks to clarify responsibilities at the managerial level
    • Encourage a culture of continuous feedback and mentorship within the organisation
    • Evaluate the performance review system periodically and make necessary adjustments
    • Offer tools and resources to help managers provide better support and guidance

  • ⛳️ Strategy 3: Establish a robust recruitment and retention pipeline

    • Partner with educational institutions and job boards to attract top talent
    • Launch targeted marketing campaigns to attract diverse candidates
    • Streamline the recruitment process for efficiency and candidate experience
    • Introduce diversity training and awareness programmes for the recruitment team
    • Develop a robust onboarding programme that immerses new hires into the 'Marathon Way'
    • Create mentorship opportunities to help integrate new employees into the organisation
    • Assess and adjust the workplace environment to be more inclusive and supportive
    • Establish a feedback mechanism to understand employee satisfaction and areas for improvement
    • Introduce career development programmes tailored to employee aspirations
    • Regularly review and update diversity and inclusion policies to ensure alignment with best practices

  • ⛳️ Strategy 4: Instil the 'Marathon Way' in organisational culture

    • Clearly articulate the core values and principles of the 'Marathon Way'
    • Develop training modules to educate employees on the 'Marathon Way'
    • Integrate 'Marathon Way' principles into the onboarding process for new employees
    • Encourage leaders to model and promote the 'Marathon Way' in their daily interactions
    • Provide regular workshops and refreshers on the 'Marathon Way' for all employees
    • Create internal communications that reinforce 'Marathon Way' values
    • Recognise and reward employees who exemplify the 'Marathon Way'
    • Establish mentorship programmes to support the adoption of the 'Marathon Way'
    • Regularly gather feedback to assess understanding and adherence to 'Marathon Way' principles
    • Offer continuous learning opportunities to deepen knowledge of the 'Marathon Way'

  • ⛳️ Strategy 5: Cultivate an optimal work environment

    • Conduct an employee satisfaction survey to identify areas for improvement
    • Introduce ergonomic assessments and enhancements to workspaces
    • Offer wellness programmes that focus on physical, mental, and emotional health
    • Encourage work-life balance with flexible working hours and remote work options
    • Provide regular opportunities for team-building and social interaction
    • Develop a clear career progression framework that aligns with business goals
    • Create an open-door policy to foster transparent communication and feedback
    • Implement regular recognition and rewards programmes to boost morale
    • Establish support systems such as employee assistance programmes
    • Regularly review and update HR policies to adapt to changing employee needs
recruitmentperformance-reviewshr-managerteam-leaderhr-teamrecruitment-team
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Strategies and tactics for preparing a smart strategic plan

  • ⛳️ Strategy 1: Define clear and measurable goals

    • Review and summarise each section of the content list to identify key themes
    • Use the SWOT analysis to identify potential opportunities and threats
    • Establish specific, measurable, achievable, relevant, and time-bound (SMART) goals
    • Align goals with the vision, mission, and values outlined in the content
    • Define key performance indicators to measure success
    • Prioritise goals based on potential impact and alignment with strategic initiatives
    • Identify any resource constraints that may impact goal achievement
    • Communicate goals clearly to all stakeholders
    • Set up regular review meetings to assess progress against goals
    • Adjust goals as necessary based on performance data and changing circumstances

  • ⛳️ Strategy 2: Develop detailed action plans for execution

    • Create a work plan based on established timelines for each strategic initiative
    • Assign responsibilities to sponsors and champions for each goal
    • Identify specific resources required to execute each initiative
    • Develop contingency plans to mitigate potential risks
    • Integrate best practices from the industry into action plans
    • Establish a communication plan to ensure transparency and alignment
    • Implement a project management tool to track progress and manage tasks
    • Schedule regular check-ins to monitor execution and address issues
    • Document lessons learned for continual improvement
    • Celebrate milestones achieved to maintain momentum and motivation

  • ⛳️ Strategy 3: Monitor and evaluate performance rigorously

    • Implement a performance measurement system to track progress
    • Use performance data to evaluate the effectiveness of strategic initiatives
    • Conduct regular strategy review sessions with key stakeholders
    • Adjust strategies and action plans based on performance outcomes
    • Incorporate feedback from team members and stakeholders into evaluations
    • Benchmark against industry best practices to identify areas for improvement
    • Report progress consistently to sponsors and champions
    • Recognise and reward achievements to reinforce positive outcomes
    • Ensure that performance measures are aligned with strategic objectives
    • Use findings from evaluations to inform future strategic planning cycles
strategic-planninggoal-settingproject-managerstrategistleadership-teamperformance-evaluation-team
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Strategies and tactics for assessing performance and tasks accomplished

  • ⛳️ Strategy 1: Implement key performance indicators (KPIs)

    • Identify core objectives for team members
    • Develop specific KPIs for each objective
    • Schedule regular KPI review meetings
    • Train team members on understanding and using KPIs
    • Utilise performance management software
    • Monitor KPIs daily or weekly
    • Analyse KPI data to detect performance trends
    • Provide real-time feedback based on KPI data
    • Align incentives with KPI achievements
    • Adjust KPIs as necessary to reflect changing objectives

  • ⛳️ Strategy 2: Conduct regular performance reviews

    • Set a regular schedule for performance reviews
    • Prepare a performance review template
    • Communicate review schedule and expectations to team members
    • Gather performance data and specific task accomplishments
    • Facilitate self-assessment by team members
    • Hold one-on-one review meetings with team members
    • Provide constructive feedback and areas for improvement
    • Set actionable goals for the next review period
    • Document the outcomes of each performance review
    • Follow up on progress towards goals before the next review

  • ⛳️ Strategy 3: Foster a culture of continuous feedback

    • Encourage open communication among team members
    • Train managers and team members in giving constructive feedback
    • Implement regular check-in meetings
    • Utilise anonymous feedback tools
    • Create a feedback-friendly environment
    • Recognise and reward achievements promptly
    • Address issues and concerns immediately
    • Provide resources for professional development
    • Ensure feedback is specific and actionable
    • Monitor the impact of feedback on performance
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How to track your Performance strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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