PERFORMANCEX

Welcome.

A short workshop for Maritza's team on what PerformanceX is, what it means for you, and why it exists.

Training & Incident Response Team
Presented by Jason Greer·with Michael Reddy & Tristan Dekock
What we'll cover today

Three parts.

Part 1
What the platform is
Purpose of PerformanceX
Reporting capabilities
Scoring methodology & key metrics
Part 2
What it means for you
Individual insights
Professional development
What to expect each week
Part 3
How it gets better
Continuous improvement
Your feedback loop
Handoff to Jill
Why we're here

Most performance tools are built for managers. This one is built for you.

PerformanceX reflects your work back to you each week. The wins worth repeating. The moments worth noticing. The small adjustments that quietly add up to a stronger career.

"Your work, your growth, your judgment is what makes this team run. The platform exists to make that visible."

The Always-On Retrospective

Your work, reflected back to you each week.

1

It reads the work you're already doing

No surveys. No tracking. No extra steps. It looks at your emails, your meetings, your case notes. The work, not the worker.

2

It builds you a weekly snapshot

Every week, a structured report just for you. What's working, what to improve, what's coming next. No surprises, no guesswork.

3

It shows you how to grow

Every "improve" comes with a concrete suggestion. Not "do better" but "try this exact rewrite." Specific, not vague.

1Step 1: The email lands first

Every Sunday morning, your report shows up in your inbox.

A short email from AllOne Health Reports, with a link to your full performance report.

When

Sundays at 8 AM Chicago time

Before the work week starts. Same time, every week. You can plan around it.

From

AllOne Health Reports

A no-reply sender, designed to feel like internal company communication. Not spam, not external.

What's in it

A short summary and a link

Greeting, a one-paragraph framing, and what to expect inside the report. The full detail lives in the linked document, not in the email.

Where it lands

Your inbox, framed for you

Your individual report is built around your work, in your voice. Maritza receives a different version shaped for coaching — we'll walk through what she sees in a moment.

2Step 2: Your full report opens

A structured weekly snapshot, designed to be read in about 5 minutes.

Six sections. Real evidence. Specific recommendations. Yours to read privately.

Format

A document, not a dashboard

Built to be read top-to-bottom like a short report. No logins. No menus. Just open it and read.

Length

About 5 minutes to read fully

Six sections, each with a clear purpose. You can read the whole thing or skip to the section that matters most.

Anchored in evidence

Real quotes, real timestamps

Every observation links back to a specific moment from your week. Nothing is interpretation or vibes. You can read the source for yourself.

What's next

We'll walk through each section

The next four slides break the report into pieces: how to read the score, what the wins mean, how the development cards work, and how it all rolls into next week.

Who sees what

Same evidence. Different framing. Three clearly scoped views.

You
Your Individual Report
Framed for you, in development language. Yours to read privately. The platform's primary audience is the person whose work it reflects.
Maritza
Team Report + Manager Overview
A team-wide snapshot plus a Manager Overview for each direct report. Same evidence as your individual report, shaped for coaching conversations rather than self-reflection.
Above Maritza
No individual visibility
No one else on the AllOne side sees your individual data. Your name and quotes do not leave the manager / employee pair without your permission.
The principle: the report is built for you. Maritza sees a version that helps her coach. Nothing about you travels above that.
A note on what this is, and isn't

PerformanceX is a weekly development tool. Not a Performance Improvement Plan.

Reports do not automatically trigger a PIP. A formal PIP, if a manager ever runs one, lives inside AllOne's HR process, not inside this platform.

If a PIP is initiated through AllOne's normal HR channels, PerformanceX may later be used to track the focus areas that PIP names. But only after a manager has independently decided to start one. The platform does not make that decision.

Nothing in this pilot puts anyone on a PIP. This is a coaching and reflection tool.

Part 1 of 4 · Walkthrough

Your week at a glance

The overall score

It's a story, not just a number.

The score lives next to a written summary that explains what drove it. 90+ is operating at the top of the role. 80s is a strong week. 70s is on track — where most weeks land. 60s flags some friction worth a look this week. Below 60 means something is getting in the way; the report names it specifically and points to your 1:1 as the place to talk it through.

Comparison cards

Context, not ranking.

You see how you compare to last week, the team average, and others in your role. It's there to give context, not to create competition.

Dimension bars

Six things we look at, each week.

Reliability, Engagement, Culture, Project Health, Talent & Growth, Risk & Recognition. Each one moves up or down with the week.

Focus areas

Three things to do this week.

The most important panel on the page. It's not a to-do list. It's the smallest set of things that, if done, would move your score the most.

Part 2 of 4 · Walkthrough

We don't just track problems. We track excellence.

The WIN pill

Specific moments, not generic praise.

Each win names the moment, the dimension it touched, and the exact quote that earned the call-out. No vague "good job" energy.

Primary evidence

The actual quote. The actual platform. The actual timestamp.

So you can go back, read it, and remember exactly what you did. This is the difference between feedback you can use and feedback you'll forget.

"Why this worked"

So you can do it again on purpose.

Most wins happen instinctively. This section reverse-engineers them so you can deliberately repeat them.

"Keep doing"

One concrete habit to lock in.

Not a generic principle. A specific action you can repeat next week. The point: turn one good moment into a habit.

Part 3 of 4 · Walkthrough

Every "improve" comes with a "here's how."

Three badge types

About urgency, not severity.

FIX means resolve this week. WATCH means a small pattern to monitor. GROW means a next-level habit to develop.

"What you said"

The exact moment, in your own words.

No interpretation, no spin. Just the email, the message, the line that triggered the observation. You read it and decide for yourself.

"What to try"

The rewrite. Not the lecture.

This is the part employees usually love. You see exactly what to say differently next time. Same intent, sharper outcome.

"The pattern"

So you can spot it before it happens.

A single line that names the habit. Once you can name it, you can change it. The point: evidence, not judgment.

Part 4 of 4 · Walkthrough

Everything in the report rolls into next week's plan.

Focus cards

Three actions, in priority order.

The fix, the watch, the grow. Tackle one. Tackle all three. The score nudges up either way.

Your checklist

Specific. Doable. Measurable in a week.

Five clear actions. Each one would meaningfully move the needle if you did it. None require permission, training, or extra time.

Predictive cards

Next week's projection. Burnout risk. Momentum.

The platform forecasts where you're heading based on your trajectory. If burnout risk goes yellow, that's a real-time warning, not a backward-looking diagnosis.

Bottom line

The whole report in one paragraph.

If you only read one section, read this. Same takeaways as everything above, condensed for a busy week. The point: the report ends with what to do, not how you did.

Why this matters to you

What you actually get out of it.

Clarity
Cases close. Threads scroll past. Weeks blur.
The report holds the line. Here's what you did this week. Here's what landed. Here's what's worth carrying forward.
Evidence
Crisis work is mostly invisible to anyone outside the call.
The report makes the parts of your work that nobody else sees visible to you, anchored to the quotes and timestamps that prove it.
Development
Specific rewrites for specific moments.
Not "communicate better." Concrete moves like "add a reply-by date to approval emails" or "lead with the close-out summary." Small changes that compound.
Fairness
Quarterly conversations contain zero surprises.
Everything that ends up in a review showed up first in your weekly report. You always know what's coming and why.
What we collect, and what we don't

PerformanceX only reads workplace tools your IT explicitly connects.

No agents. No browser extensions. No software on your device.

We do not collect
Anything outside the tools your IT integrated.
×
Personal phone calls or texts
Your personal communications stay private.
×
Web browsing history
No tracking of sites visited or searches made.
×
Keystrokes or keyboard activity
No keyloggers, no typing monitoring.
×
Camera or screenshots
No visual monitoring of any kind.
×
Device microphone
No ambient audio recording.
×
Personal device data
No access to personal apps, files, or storage.
×
Personal messaging on personal accounts
Your personal Slack, personal Teams, and phone messaging apps stay private. We only see workplace tools your IT explicitly connected.
We only analyze
From the workplace tools your IT explicitly connected.
Work email
Response times, collaboration frequency, threads.
Meeting participation
From Zoom or Teams sessions you connect.
Work messaging (Slack, Teams)
Content of messages in workplace channels and DMs. Quotes that appear in your report are real lines from these conversations, with timestamps.
Task and project activity
Asana, Jira, or whichever PM tool you connect.
CRM activity
Salesforce, HubSpot, Pipedrive engagement metrics.
Connected workplace tools only
Whatever IT explicitly authorized. Nothing else.
The bottom line: If you don't connect it, we don't see it.
Found something that's not right?

Every report has a way to flag it.

In the report
Use the feedback link
If a quote was misread, a tone misinterpreted, or a moment missing context, the report's feedback link is the place. The system learns from your input and the next week's analysis is sharper.
In your 1:1
Bring it to Maritza
If a finding feels wrong but you're not sure how to articulate it, that's a great 1:1 conversation. Bring the report. The evidence is right there.
Anytime
Reach the PX team
For platform questions that don't belong in a 1:1, there's a path straight to us. Maritza or Jill can hand you the contact.
The principle: PerformanceX is read-only on the work, but it learns from how you read it.
Methodology

How it works underneath.

The methodology behind the dimensions, the scores, the structure, and the tags.

Methodology·A1

Six dimensions, calibrated to your role.

Observable in everyday work, resilient across roles, complete without being redundant.

Reliability & Accountability

How consistently work moves to close, follow-up lands, and commitments hold.
Looks at: response time, close-loop rates, follow-through on stated next steps.

Engagement & Collaboration

How you bring others into the work and keep them informed.
Looks at: cross-functional thread participation, hand-off quality, who you loop in and when.

Culture & Values Alignment

How your tone, framing, and decisions reflect AllOne's values in practice.
Looks at: language patterns in client and internal communications, framing of difficult conversations.

Project Health

How well you keep work clear, documented, and de-risked as it moves.
Looks at: case documentation quality, blocker surfacing, status clarity.

Talent & Growth Potential

How you stretch, develop, and bring others along.
Looks at: scope expansion, mentorship signals, voluntary uptake of harder work.

Risk & Recognition

How you handle sensitive moments and how the work lands for the people on the other end.
Looks at: de-escalation patterns, red-flag avoidance, positive client signals.
Dimension definitions are calibrated per role at setup. The same behavior reads differently for a Service Lead, a Service Specialist, or an Organizational Consultant.
Methodology·A2

From signal to score.

Three steps. Same logic every week.

Step 1

Read the signals.

The platform reads the workplace tools your IT connected (work email, meeting participation, Slack/Teams, project tools, CRM). It looks at the what (content, decisions, framing) and the how (cadence, response times, follow-through).

Step 2

Map to dimensions.

Every signal maps to one or more of the six dimensions. A clear hand-off email maps to Engagement & Collaboration. A reply-by date on an approval maps to Reliability & Accountability. A calm CISD debrief maps to Culture & Values Alignment and Risk & Recognition.

Step 3

Score against role baseline.

Each dimension gets a 0-100 score that compares the week's signal to the role's calibrated baseline. The overall score is the weighted aggregate. Weights are role-tuned at setup, not arbitrary.

Score bands
90-100
Exceptional
Operating at the top of the role.
80-89
Strong
Strong week.
70-79
On Track
Most weeks land here.
60-69
Developing
Some friction worth a look this week.
< 60
Friction
Something is getting in the way. The report names it specifically.
Methodology·A3

Six sections, each doing one job.

The structure isn't arbitrary. Each section answers a specific question.

Your Week at a Glance
What kind of week was this?
Where You Stand
How does this compare to last week, the team, and the role benchmark?
Wins Worth Repeating
What did I do well that's worth doing on purpose?
Opportunities to Level Up
What's the smallest, highest-leverage change I can make next week?
Your Path Forward
What does success look like next week, concretely?
Evidence Appendix
Where does every claim come from?
The evidence principle. Every claim in the report links to a real quote from real work, with a timestamp and source. The Evidence Appendix is not a footnote, it's the foundation. If we can't show the evidence, we don't make the claim. This is what makes the report different from a performance review: it's not interpretation, it's traceable observation.
Methodology·A4

Tags, projections, and comparisons.

Three more things the report does. Each one is a deliberate choice.

WIN / GROW / WATCH / FIX

WINMoments worth repeating. Reinforcement is half the development work.
GROWA habit to develop. Not urgent, valuable.
WATCHA small pattern to monitor. Catch it before it compounds.
FIXResolve this week. Time-sensitive.
The tags are about when to act, not how bad it is. A FIX isn't worse than a GROW; it just has a tighter clock.

Predictive cards

Next Week Projection
Extrapolates the trajectory. The number is less important than whether it's trending up, flat, or down.
Talent Momentum
Upward, Stable, or Downward.
Burnout Risk
Low, Moderate, High. When this moves, the team and the manager should both pay attention.
Direction matters more than the point estimate. We project forward because a weekly report that only looks backward is a diagnostic. We want it to be a coaching tool.

Comparison cards

vs. Last Week
Your trajectory.
vs. Team Average
Where you sit relative to peers in similar work.
vs. Role Benchmark
Where you sit relative to others in your role across the platform.
Context, not ranking. For small teams, exact peer averages can let team members infer each other's standing — under review.
What's soon

What to expect soon.

1
Right now
Jill's session on trust, psychological safety, and development-oriented adoption.
2
Each week
Your weekly report, every Monday morning, in your inbox. Same shape as today's sample.
3
Always
Open conversations between you and Maritza, and a path to give the platform feedback as it learns your team.
Most performance tools are built for managers. This one is built for you.
We'll see you in your inbox on Sunday.
Questions?
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