PERFORMANCE MANAGEMENT FOR ENERGY AND UTILITIES

Where safe work comes first, and performance is built around it.

Energy companies run power stations, networks, terminals and offshore platforms alongside trading floors and customer teams. Much of the workforce is in safety-critical roles, working shifts or rotations, often beside contractors. This page explains how the sector runs performance management, with examples you can adapt.

HOW THE SECTOR WORKS

How performance management works in the energy sector

Competence is assured separately, and feeds the review

In safety-critical work, an employer must be able to show that people are competent for the tasks they carry out. Operators run competence management systems with formal assessment, authorisations and periodic reassessment. On major-hazard sites and offshore installations that assurance is part of the safety case. It sits outside the annual review, but the two should talk to each other. A review is the natural place to plan the next authorisation, a move to a new asset or the step up to supervisor.

Measure safety in a way that keeps people reporting

Tying individual reward to injury rates can discourage people from reporting incidents and near misses, which is the opposite of what a safety culture needs. Process safety guidance encourages a mix of leading and lagging indicators. For individuals, the better measures are behaviours: the quality of a toolbox talk, stopping a job when something looks wrong, closing actions from an audit. A just culture, where honest mistakes are treated as learning, depends on managers applying that consistently in reviews.

Shifts, rotations and distance

Control-room teams work shifts. Offshore crews work rotations of two or three weeks. Network engineers start from home and may see a manager once a fortnight. The person who knows someone’s work best is often a shift supervisor or offshore installation manager, not the onshore line manager who owns the review. Good processes collect that supervisor’s view routinely and hold conversations when the crew is together, at handover or during a quiet watch.

A workforce in transition

Engineers are moving from oil and gas to offshore wind, hydrogen and carbon capture. Networks are hiring for digital and data skills. Experienced people are retiring with knowledge that is hard to write down. Regulated networks also report on customer service and reliability to Ofgem. Performance conversations carry more career planning than in most sectors: which skills transfer, what retraining is needed and who will mentor the next cohort of apprentices.

THE RHYTHM

The performance year in the energy sector

A typical pattern. Your own calendar, agreements and policies come first.

  1. Start of year

    Objectives and safety commitments

    Agree delivery objectives and one or two personal safety commitments that are specific and observable.

  2. Each rotation or month

    Supervisor check-in

    A short conversation on site or at handover. The supervisor records a few lines while the work is fresh.

  3. Mid-year

    Review with the line manager

    Combine the supervisor’s input, competence records and project feedback. Adjust objectives for outages or schedule changes.

  4. Through the year

    Competence assessments

    Planned reassessments and new authorisations, tracked alongside development goals.

  5. Year end

    Review and career conversation

    Discuss the year and look ahead: next asset, next qualification, transition skills and succession.

IN PRACTICE

Performance management examples in the energy sector

Three illustrative scenarios showing a goal, the evidence that informs it and the conversation that follows. Adapt them to your own roles.

Illustrative example

Offshore maintenance technician

The goal
Complete the electrical authorisation for the new platform and mentor an apprentice through their first campaign.
The evidence
Competence assessment results, the offshore installation manager’s notes from three rotations and the apprentice’s feedback.
The conversation
The onshore manager holds the review by video during a rotation, with the offshore manager’s input already recorded. They plan a move to a wind project the following year.
Illustrative example

Control-room shift engineer

The goal
Improve the quality of shift handovers and lead the response drills for the team.
The evidence
A sample of handover logs, drill debriefs and feedback from the incoming shift.
The conversation
The shift manager reviews two handovers with the engineer. One near miss the engineer reported is discussed as a positive example.
Illustrative example

Network project manager

The goal
Deliver the substation upgrade on programme with no contractor lost-time incidents and clear customer communication.
The evidence
Programme milestones, site safety visits completed, contractor feedback and customer complaints.
The conversation
The programme director and the head of safety both contribute. The review recognises a decision to pause work during a storm, even though it cost a week.
THE VIEW FROM HR

What HR leaders in the energy sector wrestle with

Illustrative voices. New Dynamics wrote these composite perspectives to reflect themes that are common in the sector. They are not customer testimonials, and the names do not refer to real people.

If you pay people for a clean injury record, you’ll get a clean record and you won’t know what’s happening on your sites. We review the behaviours that prevent incidents and we thank people for reporting.

FionaHR Director, offshore energy operatorIllustrative voice

My engineers start from their driveways. The annual review used to be the only proper conversation some of them had. Now their supervisors log a few lines each month, and the review writes itself.

MarcusPeople Director, electricity networkIllustrative voice
WHERE NEW DYNAMICS FITS

New Dynamics for the energy sector

New Dynamics connects goals, feedback, recognition and reviews in one place. Bring a real process to the demo, and confirm each requirement with the team.

Give a good beginning some structure.

Explore the milestones, shared tasks and everyday support that help a new colleague find their feet.

Try the interactive preview
An onboarding plan with milestones, task owners and progress, shown in the New Dynamics desktop interface.
An onboarding plan with milestones, task owners and progress, shown in the New Dynamics mobile layout.
Explore onboarding

Your questions, answered.

Should safety be part of an individual’s performance review?

Yes, but focus on behaviours and leading activity, such as quality of risk assessments, interventions and closing actions. Avoid rewarding individuals for low injury numbers, because it can discourage reporting. Keep formal competence assessment in your competence management system and refer to it in the review.

How do you run reviews for offshore and shift workers?

Plan conversations around rotations and shift patterns, collect the supervisor’s input routinely, and keep records short. Many operators hold the formal review by video or during onshore days, with brief check-ins each rotation.

Are contractors included in performance management?

Contractors are managed through their own employer and the contract, so they are not usually part of the client’s review process. Their feedback on your employees, and your supervisors’ feedback on the contractor team, is still valuable and can be gathered in a structured way.

Does New Dynamics replace a competence management system?

No. New Dynamics is a performance management platform for goals, feedback, recognition, reviews and onboarding. Competence assurance for safety-critical roles should stay in your dedicated system. Bring your process to a demo to discuss how the two would sit together.

OTHER SECTORS

Performance management in other industries

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