The Nuts and Bolts of Performance Management: What Works and What's New

Performance management (PM) has emerged as a topical issue. Organizational leaders question whether PM and pay should be linked Some leading organizations have decided to reinvent PM to more frequent discussions instead of annual reviews where workers are treated to criticisms that have been saved up for a year. This session reviews traditional thinking about PM and new thinking about ways to address PM in more innovative ways

• Define performance management (PM)
• Describe how to link PM to organizational strategy

• Review common approaches to PM
• Describe trends in PM

• Develop performance scorecards at corporate, business unit, and employee levels
• Review best practice models, methodologies and toolboxes for performance management
• Learn how to best implement a performance management program and manage the change
• Link and align strategy to performance
• Align employee performance to organization vision

• Human resource
• Practitioners
• Leaders
• Managers
• Directors
• Executive level HR professionals
• Management consulting professionals
• Performance management professionals 
• Professionals involved in OD and strategy

William J. Rothwell, PhD, DBA, SPHR, SHRM-SCP, CPTD Fellow, RODC, FLMI is a Distinguished Professor in the
Workforce Education and Development program in the Department of Learning and Performance Systems at the
Pennsylvania State University, University Park campus.
Work Experience
Dr. Rothwell worked full-time in human resources, training and Organization Development in both government (Illinois Office of Auditor General) and in a multinational company (American Brands, #48 on the Fortune 500 list) from 1979 until he joined Penn State University as a professor to head up a graduate program in Human Resource Development/Organization Development He has been a consultant for over 50 multinational companies. Among his many clients are Motorola University China, Ford Motor Company, General Motors, Siemens, Sony, GM Shanghai, Phillips, Erickson, HP, the American Association of Retired Persons (AARP), the American Red Cross, Care, the U.S. Department of Labor, the U.S. Postal Service, and many more. He is President of two consulting firms: (1) Rothwell & Associates, Inc. (a firm that focuses on public speaking online and onsite) and (2) Rothwell & Associates, LLC (a firm that focuses on consulting with an emphasis on succession planning, talent management and related topics). He is also, with his wife, a business owner of The Rothwell Partnership, which controls 10 homes for rent. From 1997 until 2022 he and his wife also owned and operated a personal care
home (Greenhills Village and Assisted Living Residence) for the elderly that was licensed by the State of Pennsylvania for 54 residents and employed 27 full-time and part-time employees.
Education and Professional Certifications 
Dr. Rothwell earned his Bachelor’s degree in English with High Honors and Department Honors from Illinois State University; he earned a Master’s degree and completed all courses for the Ph.D. in English from the University of Illinois at Urbana-Champaign; he earned his Master of Arts in Business Administration (MABA) from Sangamon State University (a university since renamed the University of Illinois at Springfield); he earned his Ph.D. with a specialization in Human Resource Development from the University of Illinois at Urbana-Champaign; and, in 2022 he was awarded an honorary Doctor of Business Administration (DBA) by the Alliance International University in Dutch Curaçao in the Caribbean. He has also earned multiple professional certifications: the Senior Professional in Human Resources (SPHR) from the Human Resource Certification Institute; the Society for Human Resource Management Senior Professional in Human Resources (SHRM-SCP); the Registered Organization Development Consultant (RODC) designation from the International Society for
Organization Development and Change; and the Certified Professional in Talent Development (CPTD) Fellow (member of the Hall of Fame) from the Association for Talent Development. He is a Fellow of the Life Management Institute (FLMI) designation based on passing 10 graduate courses in the insurance field. (The latter is essentially a Master’s degree in insurance.)
International Work
Dr. Rothwell has been to China 83 times, to Singapore 32 times, and has visited every continent (except Antarctica) to do training, consulting, college teaching, and research. He has chaired 110 Ph.D. committees at Penn State, has served on doctoral committees at foreign universities in England, China, Australia, and the United Arab Emirates, and is still listed as a visiting professor at Nankai University in Tianjin China, a visiting professor at Shanghai JiaoTong University in Shanghai, and a special speaker at Renmin University in Beijing China. (He taught 10 MBA courses at Nankai University and 10 MBA courses at Beijing University.)
Awards
In 2022 Dr. Rothwell was named a Distinguished Professor in the College of Education, was given the Lifetime Achievement Award by the Organization Development Network, and earned the Global Lifetime Achievement Award by Penn State Global Programs (the university’s highest award for doing work internationally). He received the Distinguished Researcher Award from the College of Education in 2016 and was given the Graduate Faculty Teaching Award in the 2004-2005 academic year. (The teaching award is a single award given to one faculty member on Penn State’s 24 campuses each year.). In 2011 he was given the Association for Talent Development’s Distinguished Contribution to Workplace Learning and Performance Award; in 2016 he received the Best Global Training and Development Leadership Award from the World HRD Congress in India, and in 2014 he was named a Brandlaureate in Malaysia. In 2022 he was given the Lifetime Achievement Award by The OD Network; in 2023 he was inducted into the International Adult and Continuing Education Hall of Fame; in 2024 he was named to Marquis’ Who’s Who in America; and in 2024 he has been notified that he will be given the International Society for Performance Improvement’s (ISPI) Thomas F. Gilbert Distinguished Professional Achievement Award at the 2025
conference. 
Publications and Presentations

Dr. Rothwell has authored, coauthored, edited, or coedited 158 books since 1987 and has delivered over 2,000 professional online and onsite presentations over 30 years in 15 nations. His recent books since 2020 include Succession Planning for Small Business and Family Business, Rethinking Diversity, Equity and Inclusion, High-Performance Coaching for Managers, Organization Development (OD) Interventions: Executing Effective Organizational Change, Virtual Coaching to Improve Group Relationships: Process Consultation Reimagined, Adult Learning Basics 2nd ed., Increasing Learning and Development’s Impact Through Accreditation, The Essential HR Guide for Small Businesses and Startups, and Workforce Development: Guidelines for Community College Professionals, 2nd ed.