Assessing the Landscape: Performance Management
In the first two articles in the Assessing the Landscape series, I focused on helping public sector leaders evaluate enterprise-wide and workforce-specific risks. Assessment, however, is only the starting point. Performance management is where leadership intent becomes operational reality—and where accountability, culture, and trust are either reinforced or eroded.
Executives stepping into public agencies often discover a familiar pattern: performance expectations were unclear, accountability was inconsistent, and documentation was sparse or nonexistent. These are not isolated personnel failures—they are symptoms of a system that has not been deliberately led.
This playbook reframes performance management as an executive responsibility essential for rebuilding organizational culture, strengthening public trust, and ensuring mission-aligned service outcomes.
Executive Context: Why Accountability Fails
A lack of consistent accountability often results from:
- Unclear or outdated expectations.
- Supervisors who were never properly trained.
- Cultural resistance to documentation or discipline.
- HR not being empowered or engaged early enough.
- Leadership silence that signals standards are optional.
Executives must correct these systemic issues before supervisors can succeed.
Onboarding — Establishing Clear Expectations and System Standards
Performance management begins with leadership, not HR or supervisors. Executives must ensure:
- Standardized onboarding materials exist across all divisions.
- Duty statements and expectations are clear, current, and aligned with organizational goals.
- Supervisors are trained and required to deliver consistent onboarding.
- Expectations are documented and retained as part of the employee’s record.
When onboarding is inconsistent, accountability breaks down. When onboarding is standardized, expectations become enforceable.
Feedback — Building a Culture of Continuous, Two-Way Communication
Leaders must set agency-wide norms for feedback frequency and quality. This includes:
- Requiring structured check-ins and mid-cycle reviews
- Training supervisors on how to deliver direct, actionable feedback
- Monitoring whether supervisors provide feedback
- Ensuring employees understand expectations and know how to seek clarification
Executives should model feedback behaviors and communicate that silence is not leadership.
Documentation — Creating Organizational Memory and Reducing Risk
Documentation failures expose the agency to operational, legal, and equity risks. Leaders must:
- Set documentation standards and enforce them consistently.
- Require supervisors to document both strengths and concerns.
- Conduct periodic audits of documentation practices.
- Provide tools and templates that make documentation easy and consistent.
Good documentation protects the employee, supervisor, and organization.
Discipline — Ensuring Fair, Proportional, and Timely Action
Discipline is often inconsistent because leaders have not clearly set expectations for:
- When corrective action must occur.
- How to distinguish performance issues from misconduct.
- When HR must be consulted.
- What timelines supervisors are expected to follow.
Executives must reinforce that:
- Accountability applies to every employee—including supervisors.
- Failure to act creates cultural damage and erodes public trust.
- A tiered, consistent approach to discipline is required across the organization.
Recognition & Development — Reinforcing High Performance
Executives should ensure recognition is part of the accountability system. This includes:
- Making recognition visible and meaningful.
- Encouraging ongoing skill development.
- Implementing Individual Development Plans (IDPs) for career growth.
- Reinforcing positive behavior to shift culture toward excellence.
Executives model what is valued. Recognition is a powerful cultural tool.
Repairing an Accountability Culture — Executive Roadmap
To repair a failing accountability environment, executives should:
- Diagnose: Review documentation, past corrective actions, and current processes
- Reset Expectations: Issue a leadership message defining new standards
- Train Supervisors: Provide required training on feedback, documentation, and discipline
- Empower HR: Ensure HR has authority and resources to guide and enforce action
- Monitor Compliance: Require regular reporting and check-ins
- Intervene Early: Address supervisors who fail to enforce expectations
Closing Thoughts
Performance management is not an HR process—it is a leadership system. When executives set clear expectations, empower supervisors, reinforce accountability, and recognize strong performance, the organization becomes aligned, consistent, and high-performing.
When implemented intentionally, these principles enable leaders to transform performance management from a reactive burden into a strategic advantage and strengthen the foundation necessary to deliver on the public mission with confidence.

With a distinguished career spanning over 25 years in public service leadership, Katie S. Hagen is a pioneering force in HR modernization and public workforce strategy. Appointed as CEO of CPS HR in 2025, she previously held leadership roles at the California Department of Industrial Relations, CalHR, CalPERS, and CDTFA. Ms. Hagen earned a Master of Public Administration from the University of San Francisco and a Bachelor of Arts in Political Science and French from Humboldt State University.



