Daniel Im Projects Quota-Based Performance Governance Framework
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Governance Systems

Quota-Based Performance Governance Framework

Designed a quota-attainment trigger framework with a 30/60/90-day timeline structure and daily KPI monitoring to standardize how underperformance is identified and addressed across the SDR team. The framework replaced inconsistent manager-by-manager decisions with documented criteria, defined checkpoints, and clear exit conditions. It was the first formalized process of its kind in the org, HR-approved, published to Confluence, and integrated into new hire onboarding.

Quota-Based Performance Governance Framework Document
Problem
No formal PIP structure existed No objective trigger thresholds Inconsistent manager interventions No timeline, checkpoints, or documentation standards
Solution
Measurable quota trigger criteria 30/60/90-day timeline structure Daily activity expectations Exit criteria and escalation paths Signed documentation package
Outcome
Consistent interventions across managers HR-aligned documentation Published to Confluence Integrated into new hire onboarding
How It Works
Performance Monitoring
  • Trigger Threshold Reached (quota attainment below defined %)
  • PIP Type Determined (Month-to-Month or Quarterly)
  • Timeline Set + Daily KPI Monitoring Begins
  • Weekly Checkpoint Reviews
  • Exit Criteria Met or Escalation Path Activated
Tools & Skills
Confluence Canvas (LMS) Process Documentation HR Governance Performance Framework Design