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How-to, Managing People

How do I make the most of employee reviews?

November 12, 2018 by Brian Goodman No Comments
Thoughtful feedback is an important part of employee reviews
READING TIME: 5 MIN

Q: Do you have any suggestions for making the most out of the employee review cycle?

A:

Leadership teams and managers often dread the employee review cycle. On top of a full workload, suddenly every employee needs to get a formal performance review and the organization needs to begin to roll-up ratings, promotions, bonuses, and salary increases. While all of these things firm up over several weeks, its important to get a sense of how the organization is performing and what changes need to be made. This is also the time where if an organization is  dismissing their bottom performers that these discussions are also happening. It is stressful for everyone!

Why are employee reviews so stressful?

Employees want strong performance reviews because their money and career are attached to them. Of course, they also want recognition of a job well done.

Managers are employees too. They may know more about how the process works, but their performance impacts their money and career just like it does their employees.

Up-line managers are often dealing with broader objectives such as:

  • organizational staffing—increasing, decreasing, restructuring, geographical movements
  • budgets—bonus pool increase and decreases, pay increase limits, project and capital spending under, over, increasing or decreasing

These larger topics impact first line managers and the stress continues. So, the question is, as managers, how can we make the most of employee reviews?

Top 5 Actions for Managers Reviewing Employees

Here are the Top 5 things to do to make more meaningful employee feedback reviews.

1. Block off time making it top priority. You can’t create any value for anyone if this activity gets the least of your attention. “Garbage in, garbage out,” they say. The problem is we all know when we get a bullshit review. It stinks and it is always the manager’s fault. If you want to create more meaningful employee reviews, you must treat the activity as if it is the most important thing you are doing that week.

2. Timebox the activity. To balance the importance of making the most of reviews, you must timebox the activity or it will consume all your waking hours until the results are in and some HR process makes it final. If you are in this camp, you are losing, and you must get out of this trap. Timebox based on getting it done early even if you must triage the formality in phases. Go from bullets for each employee and a rating to exquisitely crafted prose over time. After all, once the organization calibrates, you may need to update your evaluations.

3. Make them meaningful. Since this is the core of the question we deep dive on the 8 steps to crafting killer reviews. That sounds like a lot of work, however much of it stays the same over your organization and you should naturally know the answers. Think of this activity as a faithful review of what happened over the period—good, bad and other. It should be familiar to the employee, peers and management team. Approach the positive aspects as you might a letter of recommendation. Critical aspects should be tighter, focusing on the feedback in plain detail with a possible next step named.

8 Steps to Crafting Killer Reviews

  1. Review the organization’s goals and accomplishments
  2. Know the employee’s goals and successes
  3. Find and endorse the most important contributions
  4. Show the areas needing continued attention
  5. Be clear and specific about the area of improvement
  6. Anchor the feedback to specific memorable moments that show the gap
  7. Follow-through and offer one way to improve
  8. Tentatively propose a performance mark if your organization uses them
    (e.g. T1, T2, T3, T4 or 1, 2, 3, 4)

4. Balance performance distribution. You must represent your perspective to your employees and ideally across the organization. Get ready to support your rationale. Many organizations have calibration tools to support this. Take it seriously or you will be failing your employees.

  • Be merit driven
  • Remember everything is relative
  • Ensure balance across your organization

5. Raise the standard of your fellow peer and up-line managers. This is an advanced placement activity. If you are a strong leader or up-line manager, you have to set the standards and often raise them. The simplest method of affecting the organization is to ensure a single approach and few exceptions. Merit based systems are the easiest to work through and execute.

a.  Strive to have done the most through review.

b.  Know the strengths and weaknesses across the organization.

c.   Understand how your peer managers are thinking about their reviews.

d.   Argue for merit over all other rational ideals.

It is okay not to get your way, just make sure it is clear if you object and tie it back to merit based evidence. You are either going to get calibrated or you are there calibrating.

Final Thoughts

Employee reviews are the time when managers reflect on the organization’s contributions. While we strive to present our work in the best light, our employees need our help to get the visibility from the rest of the organization. Similarly, we find out if the organization’s contribution out performs its peers. One manager’s top performer is another manager’s bottom. Assuming we are all striving to improve, employee reviews are the one time of the year where we come together to mark progress on that endeavor.

Three tools for all leaders

USE
Leuchtturm1917 Hardcover Medium Dotted Journal

Writing things down creates clarity

USE
Pilot Vanishing Point Fountain Pen

Journals don’t write alone

READ
Thanks for the Feedback: The Science and Art of Receiving Feedback Well

by Douglas Stone &
Sheila Heen

We use affiliate links on this site. We make a bit of money when you click on those links. It costs you nothing and helps us spread the word.

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Activity, Development

How do I create a meaningful development plan?

October 16, 2018 by Brian Goodman No Comments
Growth is like seed germination
READING TIME: 6 MIN

Q: How do I create a meaningful development plan?

A:

What a joke

Development plan conversations often coincide with some chuckling. These are right up there with documenting business commitments. The laughter reflects the discomfort that these plans are supposed to be taken seriously, however the employee, manager or company see it as form not function. If you are serious about building awesome teams or simply meeting your aspirations, then this is no laughing matter.

If you search for development plans you are sure to find the templates that were presented to me at many training sessions. They tend to focus on current business needs, skill self-assessments and activities that create opportunity to grow. The challenge with these is that they don’t effectively address the employee’s aspiration and because of this feel arbitrary.

6 steps to creating a kick-*ss development plan

Great leaders craft development plans that are rich engaging experiences. Here are the six aspects for creating killer development plans for the people you lead or for yourself.

Creating a Kick Ass Development Plan - High Level Flow
Creating a Kick-*ss Development Plan - High Level Flow
1. Who is this person and to what do they aspire to?

These goals should be the things they would do because they are passionate about them. Any extra effort would be welcomed as a pleasure. Consider the professional connectivity that exists today and which relationships are desired moving forward. Write down these goals even if they seem longer term areas of focus. These are the anchors for what comes next.

Progress comes from ensuring that the goals we set are intrinsically motivating.

2. Identify significant and reasonable first steps towards those longer-term goals.

It is often easier to begin by capturing realistic milestones and then stretching them to challenge. Everyone is typically managing expectations and workload in these conversations. Progress comes from ensuring that the goals we set are intrinsically motivating. If they are too easy, they won’t be as engaging or rewarding. Sometimes too easy also never gets done.

 
3. Assess if the current employee context (i.e. domain, role, skill, exposure, network) offers enough scope to support the kinds of development activities required.

Often this is where managers and employees are discouraged. The employee’s aspirations might not fit neatly in their current situation, which is a great sign.

Grow beyond the current context

Development should include growing beyond their current context. Whether it is formally or informally, employees need to expect that their scope will increase to match their goals.

4. Have the employee propose the plan and measures of success.

This creates ownership, sets up where they are with self-assessment, seriousness and conviction without making it an overt social engagement. Self-assessments in the light of others are often inaccurate because of social dynamics. Allowing the employee to propose the goals allows them to reveal their current thinking and then invites you to shape as needed.

if you are hyper-focused on your  Company’s development, then you are missing out on your own

5. Given a set of employee led goals and planning, consider what can be done external to the organization.

This is missed by 99% of professionals. The modern workforce needs portability and if you are hyper-focused on your  Company’s development, then you are missing out on your own. Encourage employees to consider how they engage the world with their work. Examples include: presenting at conferences, engaging professional organizations and authoring. For some industries, these activities are challenging, but it’s worth pursuing nonetheless

6. Map the development activities to business commitments.

Managers often miss this key step which makes professional development an “above and beyond” effort. By aligning the development activities to business commitments, the employee’s business goals reinforce their professional development.

Business goals should reinforce professional development

Now, this might take some imagination on your part. The business commitments are already defined. Consider expanding them to include a broader scope to hold these goals. Ideally, align the professional goals with core activities, however there will be a need to expand scope to accommodate eager employees and it is worth doing. In this case, work to expand the scope of an existing core commitment or simply create a new commitment that aligns with your scope as a leader.

Your organization can’t be the limitation to growing your people

If you work in an organization where you are not allowed to formally change commitments, then make it informal. The governance of an organization can’t be the limitation to growing your people or it will be detrimental to high-performance.

Box this activity

There are two more points that should help time box this activity. Remember, this advice is intended to be practical, and there is only so much room to get specific around the vaguer points.

  • First, focus on the top three aspirations and expect to make progress in order of importance and practicality. Some employees have many objectives. Part of making progress is deciding which matter to them most and which align best with the context you know you can create.

  • Second, scope the first activity to fit inside of business deliverable timelines and no more than the company review cycles. This will ensure that you are assessing business and professional accomplishments at the same time, which makes for productive natural employee conversations.

Recap in 1, 2, 3

The hard part of managing to aspirations is that they often do not align neatly to current business or time frames. The trick is to:

  1. Tackle the tangible moves in the right direction.
  2. Engage employees in owning the scope, plan and success (what does it look like).
  3. Ensure the employee is working on stretch goals that you can align with the business.

Download the cheat sheet for quick reference for development discussions

The job of the leader and manager is to meet the employee where they are and help them understand which goals are most actionable and then reduce the amount of overhead it takes to enable them to execute. The paper work is on the employee, but the context is created by the manager. 

Great leaders find creative ways to develop even the most accomplished professionals. As this approach becomes second nature, it also becomes a learned behavior making it easier for employees to communicate, plan and execute without heavy lifting or uncomfortable laughter.

Three tools for all leaders

DOWNLOAD
Creating a Kick Ass Development Plan
Creating a Kick-*ss Development Plan
Cheat Sheet
READ
Emotional Intelligence 2.0

by Travis Bradberry &
Jean Greaves

READ
I Hear You: The Surprisingly Simple Skill Behind Extraordinary Relationships
by Michael S. Sorensen

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Basics

What are the key leadership behaviors for non-managers?

September 17, 2018 by Brian Goodman 1 Comment
Crossing the chasm with a manager and leader
READING TIME: 3 MIN

Q: What are the key leadership behaviors for non-managers?

A:

This is an interesting question because the answer is the same for managers as it is for non-managers. The notable difference is that managers have additional responsibilities representing the Company, formally developing people and ensuring commitments are met.

Top three leadership behaviors for non-managers

 

1: Ignore organizational boundaries and be a collector of people

…being limited by the formal structure ensures missed opportunities…
Leaders influence people regardless of organizational structure. In fact, great leaders actively cross team boundaries to bring the right people together—being limited by the formal structure ensures missed opportunities. It is not just about match making. Great leaders are constantly growing other people.

2: Refine your point of view so that it speaks up, down and sideways

Leadership is not hierarchical!
Message a strong point of view that shows a deep understanding of the organization’s goals, what you know specifically and a future state that feels just out of reach but worthy of everyone’s time. Leaders are able to speak “truth to power.” They influence upwards and sideways, not just downwards. Leadership is not hierarchical.

3: Consistently deliver remarkable outcomes

…too many derailments and people get confused about what is broken…
While it is possible to be a leader and misstep, if you have too many derailments, people get confused about what is broken. Leaders breakdown their vision into valuable, actionable and achievable steps that ensure strong outcomes by design. They repeat this practice and build a reputation for getting things done despite all of the challenges.

For better or worse, leaders model behaviors that become the foundation for other leaders. If the behaviors are desirable, this can quickly develop strong organizations. Unfortunately, bad behaviors create leaders with bad habits wreaking havoc on Company culture and execution.

When we experience dysfunctional leadership, you have to see it as a gift for how not to be. Remember, some leaders are followed because of their authority and not because of their ability. It is important to differentiate the people that are leading you from their position, verses those you follow because of their leadership.

Differentiate the people that are leading you from their position, verses those you follow because of their leadership

 

Next steps: Actions that change everything

 

1: Develop a strong point of view

  • Acquire knowledge from inside and outside the workplace
  • Incorporate your unique take on the topic
  • Practice positioning those ideas to different audiences
  • Find like minds; listen and learn from them

2: Remain open to new opportunities

  • Self-assess your current reach
  • Commit to connecting with people across functions, organizations and geographies
  • Mentor people who have something to teach you

3: Develop remarkable outcomes

  • Ensure your projects are being led vs executed
  • Find projects that are fragile or on fire and find a way to support success
  • Make sure you are not over-celebrating successes

Three tools for all leaders

READ

Gamestorming: A Playbook for Innovators, Rulebreakers, and Changemakers
by Dave Gray

USE

Leuchtturm1917
Medium Size
Hardcover A5 Notebook
Dotted Pages

The best journal made

READ

Iconoclast: A Neuroscientist Reveals How to Think Differently
by Gregory Berns

We use affiliate links on this site. We make a bit of money when you click on those links. It costs you nothing and helps us spread the word.

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