RAR - Results Action Review is a specific meeting, that takes place routinely, and facilitate quality discussions between a manager/supervisor/leader (the Reviewer) and their employee/team member (the Reviewee). RAR's are intended to be short, to the point, and fact based.
The intent of the RAR is to align Reviewer and Reviewee, ensuring both parties understand what has happened, have clarity on what is expected, and by when. Some pointes on the RAR worth considering:
- The RAR should provide the Reviewer with a clear picture of what the Reviewee is working on, and where they need help / what are their concerns or obstacleess
- The RAR should provides a platform to showcase highlights, discuss lowlights, and prioritise upcoming deliverables
RAR's are periodic - typically weekly / 2 weekly / monthly, and therefore should cover what has happened in the last period, and what is expected to happen in the next period
RAR's are structured around the summary page, which has five main areas:
|Highlights - any positive outcomes or points that the Reviewee wants to draw attention to in the last period|
|Lowlights - negative points worth discussing or highlighting|
|Emerging Issues - areas of concern or threats to performance|
|Priority Deliverables - what concrete deliverables or actions need to be completed in the next period|
|You can help by - specific areas where the Reviewer is asked to assist|
RAR content should fit together to provide a coherent picture of what is going on in the Reviewee's day to day activities - so highlights/lowlights/issues should be specific to, and within the locus of control of the the Reviewee and/or Reviewer
RAR content should be completed by the Reviewee at least 24hours ahead of the RAR meeting The content in each section should be detailed enough so that the reviewer understands it with minimal need for additional commentary or clarification.
Configuring / Completing a RAR
The RAR header contains info relevant to administrating the RAR and RAR process.
|Reviewer - person reviewing the RAR|
|Complete button - Press this button to mark the RAR as complete and submit it|
|Download - downloads the RAR pack|
|Email - emails the RAR pack to selected individuals|
|Audit - opens up audit options to review previous RAR's, check completion etc|
|Configure - Opens config options to make changes to existing RAR series, skip or import RAR's|
|Date - clicking this opens a list of historic RAR's by dates|
Upon completion of a RAR, meeting effectiveness questions should be answered to help identify areas for improvement in the process / discipline in execution. These will automatically be asked when the complete button (2 above) is selected.
In addition to the summary section, the RAR contains various pages that enable the user to pull and view specific information from within PiPware for ease of reference:
|Results - This is the summary page|
|KPI's - Set specific KPI's to review as part of the RAR, these are viewed as standard KPI tiles|
|Ideas - Review specific ideas as part of the RAR|
|Resources - Include a list of resources with % allocation required by week|
|Reports - Include a specific report (with attachments)|
|Actions - View past actions and populate upcoming actions|
|Review - Review effectiveness and quality of the RAR|
Some further notes on completing the RAR by area:
This section is categorized by the Overview items as set up within Admin>Overview Items. Each of the categories appears within this section and is not compulsory to be completed.
To add an item, type in the “+ Add” area and to delete, clear the text. Reorder items by dragging them up/down to the desired location.
KPIs can be added by clicking on the “Add” button. Switching on ‘Configure’ allows you to delete and reorder KPIs.
Each KPI widget shows the owner when it was last updated as well as actual, target and variance values.
Ideas can be added by clicking on the “Add” button. Switching on ‘Configure’ allows you to delete and reorder Ideas.
Each Idea on the widget shows the code, name, owner, stage and status.
Add resources by selecting from the list of available people. For the current RAR, the resource availability can be indicated using a status colour; expected resource allocation can be forecasted for subsequent occurrences of this RAR.
To add a comment, click on the speech bubble at the end of the row.
Within the reports section, PIPware and PowerBI reports can be added and configured for the RAR. Attachments can also be added for the RAR within this section.
Actions are split into Last Actions and Next Actions. By using the filter at the top of each segment, the actions list can be filtered by source i.e. Ideas, Meetings etc.
Next to the action number, the source is also shown as an icon, hover over each icon to view or click the icon to navigate to the source.
The When column shows the due date of the action; the background colour makes it easier to identify the status of the action:
- Blue - outstanding, not yet overdue
- Red - overdue
- Green - completed
Click the speech bubble on the action to add comments. Marking an action as complete can be achieved by checking the box at the end of the action row.
When an action is completed, it is removed from the Next Actions list and shown as Completed in green.
Last Actions cannot be edited/revised. This can only be done in the "Next Actions" section.
To edit an action, click the name of the action in the What column. If a tooltip appears next to the date in the when column, this means the action due date has been revised, hover over the "i" to see the original due date of the action.
The Area column can either be a free-text value, or you can select an overview item if it is configured to be added to an action (This is done in Admin>Overview Type).
To unlink an action, click the delete icon at the end of the action row. The confirmation also gives the option to permanently delete the action.
The review section contains the question set up in Admin>RAR Quality Questions. If visible, this section is must be completed before a RAR can be marked as completed.
Changes made in a RAR are saved automatically.