Our process typically includes the following: Current assessment:  Understand what is working and not working with the current system.  Usually conduct focus groups to collect employee and manager perspectives and ideas. Work with advisory group:  Users tend to have good ideas so we will often work with a group, involving them in defining the framework and elements of a revised system. Prepare performance review tools:  Submit draft forms and related tools for review and revisions. Prepare communication materials:   Submit draft communication materials and rollout process which are a critical component of any change intervention. Deliver performance management training:   Provide hands-on, experiential training to managers where they have an opportunity to practice using the new system.