Strategic Planning for Optimised Performance with Sherm’s Planning & Performance Software
Planning with Sherm
Sherm’s Planning and Performance Management software simplifies the development and execution of multiple plans across your organisation. With features for setting objectives, assigning responsibilities, monitoring budgets, and tracking task progress, Sherm helps drive accountability and productivity while minimising administrative load.
Key Features of Sherm’s Planning & Performance Software
1. Multi-Plan Development
- Flexible Planning Options: Create multiple plans, save drafts, and release plans to assigned personnel for execution.
- Editable and Updateable Plans: Make real-time updates with notifications to keep responsible parties informed on action changes.
2. Target Setting and Tracking
- Goal-Oriented Performance Targets: Define annual safety performance targets with a focus on lead indicators to drive proactive safety management.
- Real-Time Progress Monitoring: Track progress based on set indicators and modify targets if necessary to meet organisational goals.
3. Comprehensive Meeting Management
- Scheduled Meetings and Reminders: Schedule meetings with automated attendee notifications and reminders.
- Attendee Tracking and Action Items: Track attendance, assign action items, and document meeting minutes to ensure completion before the next meeting.
4. User-Friendly Task Management
- My Task Dashboard: View and update assigned tasks directly, enabling easy progress tracking.
- Document Access: Upload and share documents required for task completion, ensuring responsible persons have all necessary resources.
5. Real-Time Safety Performance Dashboard
- At-a-Glance Monitoring: Access and export safety performance data, and view participant ratios for meetings and safety toolboxes.
- Private Meeting Privacy Control: Mark specific meetings as ‘Private’ to limit access to sensitive discussions.
Key Benefits of Sherm’s Planning & Performance Software
1. Efficient Planning and Tracking
- Centralised Planning Tools: Easily create, monitor, and update plans in a single platform, enhancing efficiency and control.
- Instant Progress Updates: Assigned personnel can report task completion in real-time, keeping managers up-to-date.
2. Enhanced Compliance and Performance
- Regulatory Adherence: Simplify the compliance process with documented and trackable safety targets.
- Performance Monitoring: Use defined lead and lag indicators to maintain a focus on achieving safety objectives.
3. Seamless Collaboration
- Collaborative Meeting Features: Assign action items and review minutes, enabling teams to work together toward organisational goals.
- Automated Reminders: Stay on top of scheduled meetings with automatic notifications, ensuring timely discussions and follow-ups.
4. Data-Driven Decision Making
- Insightful Reporting: View and export performance data for well-informed planning and analysis.
- Goal Adjustment Capabilities: Quickly adjust goals and strategies in response to real-time performance metrics.
Sherm’s Planning and Performance Software brings a structured, collaborative, and data-informed approach to planning, helping organisations stay focused on compliance, performance, and continuous improvement.
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Frequently Asked Questions
How does Sherm track HSEQ performance across the business?
Sherm captures and consolidates key HSEQ performance data from multiple modules—such as incidents, hazards, inspections, training, and audits—into the Monthly Data Analysis Report. This report is automatically emailed each month to users with notification rights and includes indicators like hours worked, corrective action status, expired site documents, injury data, and audit results. It enables informed decision-making and helps drive continuous improvement across all sites.
Where can I find performance targets and metrics in Sherm?
Sherm’s Planning > Performance module records internal audits, meeting attendance, inspection frequency, incident investigations, and completion rates for corrective actions. These metrics provide a clear snapshot of your organisation’s safety performance and are used to monitor progress toward defined HSEQ goals. Trends are visualised to highlight areas requiring attention or improvement.
How are meetings scheduled and recorded in Sherm for performance and plan reviews?
Sherm’s Planning > Meetings module is used to schedule and document operational, safety, and performance review meetings. Meeting agendas can include review of HSEQ performance reports, status of plans, and corrective actions. Facilitators record meeting minutes directly into Sherm, and these are stored for reference and action tracking. This ensures accountability, supports consultation obligations, and links discussions to system updates, audits, inspections, and continuous improvement planning.
How do I create and manage HSEQ plans in Sherm?
HSEQ Management Plans can be created and managed directly in Sherm using the Planning module. Plans are typically developed each year to support business safety goals and performance targets. You can assign tasks to team members, track progress, and set deadlines. Assigned users are notified by email and can access their tasks under My Task. Supporting documents can be linked from the Approved Documents Register, and everything is tracked in one place—making it easy to stay on top of compliance and continuous improvement.