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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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Communication, Managing People

How do I deliver difficult messages without compromising my integrity?

October 29, 2018 by Brian Goodman No Comments
Which mask are you wearing?
READING TIME: 8 MIN

Q: How do I deliver difficult messages without compromising my integrity?

A:

Only you can compromise your integrity.
At the root of this question is the fear that you have been placed in a situation where compromising your integrity is a possibility. We often fill in the spaces between the words and create emotionally charged encounters. Only you can compromise your integrity, so let’s look at how we can navigate this opportunity.

First, you can learn to lie and stop trying to be so honest about everything. There is more than enough evidence that can fuel a cynical perspective, so if you choose this, then there really won’t be an issue. You will develop the skill of lying and stop holding yourself to a consistent level of honesty. You will simply reinterpret what a lie means and wrestle with if it even matters. It is a slippery slope and often extremely hard to come back from.

Assuming lying isn’t what you believe in (we certainly don’t) then there is the second choice, which unpacks this question further.

Approaching challenging communication

Communication is at the core of influence.
Communication is at the core of influence. While we don’t know which kinds of messages you are referring to, ones that cause internal pause typically need to be handled more thoughtfully. Integrity is all about having a consistent and strong alignment what is honest and right. Moreover, it is a personal measure, so not everyone will experience situations the same way.

Let’s consider distinct kinds of messages where this integrity conflict could arise.

  • Delivering messages that are intended to persuade without complete transparency

    Examples: Data suggests something, but the data is insufficient; Salesmanship in a deal; Marketing propaganda

  • Delivering Company news to a subordinate that does not align with personal beliefs

    Examples: Changes to HR policy or pay adjustments that have a public message different than the private message; Why a high performing employee might not get a raise despite evidence suggesting they should

Messages of Questionable Quality

We have all been in this situation. There is an important topic being reviewed by leadership. Everyone knows the desirable outcomes. As information is pulled together to consider strategy and decisions the content moves from research (what is known) to editorial (what is believed) to slight-of-hand (in support of the editorial message).

The importance of committees
If you ever wondered why committees are important, its for this kind of challenge. The best committees have wickedly smart people in attendance and they can quickly parse through each of these aspects. What is harder is when they introduce their own editorial thinking and quickly reshape a narrative, not better than the first.

It is hard to make a plug for committees given how many ineffective ones there seem to be. Nonetheless they offer some utility to check and balance the group think.

Research in academia

In academia, research is coveted. At the foundation of everything is the set of facts we gather. Conclusions are traceable back to facts. Individuals may offer opinion, but it is always explicitly positioned as such. There is always more work to be done.

Research in business

In business, research is far more imprecise.

First, there is the general fact that most people never took a statistics class and so sample size, confidence or the notion of statistical significance is poorly understood and completely misused. Math terminology is thrown around all the time with almost no link to reality. It is completely terrifying.

Second, the kind of research businesses need to do is highly imprecise due to the nature of the questions and the context. For example, a new product can be tested and poorly received by existing customers and still be a success in the marketplace. It is possible to do research and still be wrong.

Third, the time frames that the research needs to be assembled in is often insufficient when compared to academic equivalents. Business is all about dealing with a high degree of uncertainty and imperfection all the while making the best decisions possible.

The more significant difference when comparing business and academia is that in business everyone is a marketer. Daniel Pink shows us in To Sell Is Human: The Surprising Truth About Moving Others, that everyone is selling something. Because of this, the facts are there to support a perspective and the more egregious the interpretation the more challenge there may be to one’s integrity.

Business leaders understand how imperfect and muddy information is, and yet they need to know the best information available to be effective.
At the root of messages of questionable quality is the idea that the full truth is not present. Otherwise, there would be no compromise to integrity. Business leaders understand how imperfect and muddy information is, and yet they need to know the best information available to be effective. Therein is the answer to this first issue. Always present the position linked to the facts and follow it up with the risks (areas of weakness) and potential mitigations (future work). If someone else wants to lie that is a different problem than your feeling like you are misguiding. In this way, you stay consistent. The confidence in positioning your ideas is bolstered and when asked about the risks, your honest assessment will be respected.

Need to know messages

You lead a team of high performing individuals. As their manager, you would give them all top marks and all the recognition you could. As an expression of the Company, you are given specific operating parameters and are only able to supply so many top marks. This year only the absolute best get bonuses. You have a few challenging conversations ahead with your best talent being marked less than, knowing that it will also affect their bank account. The business offers some guidance to help manage these conversations, and once the real talking begins those lines get thrown out quickly as the things you have to say in lieu of having something real to share.

This kind of issue happens all the time for people in leadership positions. You often have a much broader view and deeper insight into what is happening, and employees are in the dark. The “need to know” is at play.

The HR guidance was to first recognize the contributions of the employee. Then present the bonus plan the business is executing this term to both describe and set expectations. Review their performance and present what differentiates their contribution from another’s and finally deliver the performance rating.

Delivering the Company message

The first challenge is in delivering the Company message. The language might sound too corporate and inauthentic. Especially given younger members of the workforce, this language along may cause great distrust. You have to know which parts of the message are there for legal reasons and which are yours to modify. Then adjust the message so that it makes sense to you. Preferably in simple language so there are fewer words to fumble and less ambiguity. This will allow for natural and deliberate delivery. Any questions employees have will be questions you yourself asked in working through the updated message. Calling out the legal portions if they appear out of place is an effective way of acknowledging them without minimizing their importance.

Delivering the employee review

The second challenge exists in crafting the employee review since it is the basis (fact) you will use to rationalize the performance mark. So, this must be where you find honesty. If this rings hollow to the employee, you are finished. You could botch the Company message and pass it off as you just being the messenger, but the employee review lives with you. Furthermore, it should be solid so that any question to the evaluation is presentable and that other people would come to similar conclusions. Everyone has things to work on, even the best among us. If you need to justify why an employee isn’t getting the mark, bonus or award, anchor to something true.

Tight consistent honesty is integrity.

Avoiding escalation
Let’s be clear, HR and up-line management will defer to the manager, so while an employee might look for support with those avenues the manager’s consideration is what wins. You are the closest person to the employee.

If your workplace also has a second opinion type of process, where an employee can contest the evaluation, you want your work to be presented with the same evidence you used to present it to the employee.

Don’t get caught lying among fellow leaders and human resources as this impacts and undermines you, the Team and the Company in immeasurable ways.

Next steps: Actions that change everything

  1. Don’t hide the weaknesses of the message, instead call out challenges and propose approaches to addressing them.

  2. When being the Company, you must find the angle that resonates with you as an employee and communicate that faithfully.

  3. When representing “need to know” messages, where you know more than the people you are presenting to, you must find factual, objective ways to present the information that demonstrate your own involvement in making sense of the message. It is in this effort that the delivery becomes authentic.

My guess is each situation may require some consideration and hopefully these examples are a good start. What other examples have you encountered?

Three tools for all leaders

READ
To Sell Is Human: The Surprising Truth About Moving Others

by Daniel H. Pink
READ
The Honest Truth About Dishonesty: How We Lie to Everyone–Especially Ourselves

by Dr. Dan Ariely

READ

Harvard
Business
Review

How to Tell Your Team That Organizational Change Is Coming


by Liz Kislik

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Basics, Communication

How do I get better at delegating effectively?

October 9, 2018 by Brian Goodman No Comments
Climbing up the stairs together through delegation
READING TIME: 4 MIN

Q: How do I get better at delegating effectively?

A:

Delegation is about developing trust within an organization so that the responsibilities and commitments of the team are shared.
Delegation is about developing trust within an organization so that the responsibilities and commitments of the team are shared. Most people think of delegation as task dispatching, almost like a project manager might do with a list of activities on a project plan. While this is a form of delegation, it introduces overhead and as a result is incredibly slow. On the other side of the spectrum the ultimate delegation outcome is stewardship wherein complete trust is committed to an individual or team—responsibility, design, planning and decision-making power are driven as low in the organization as possible creating autonomy. In a stewardship, the up-line leader is at the service of the delegate. If you are familiar with Stephen Covey you will see his influence here.

Five ingredients to successfully delegate

 

1. Clarity of purpose

Get clear and then help someone else stay clear.
Knowing the objective or result creates clarity of purpose for someone taking on additional responsibility. Even if that clarity means there is no clarity, there should be no ambiguity for what the desired result should be. Get clear and then help someone else stay clear.

2. Collaborate as equals and let the delegate lead

Once there is clarity of purpose engage the delegate in designing the approach and establishing the plan. Sharing this responsibility builds confidence in the delegate and establishes ownership. Allowing the delegate to lead the collaboration results in an execution plan they are committing first to themselves and then to you.

3. Calibrate current level of trust

Calibration creates comfort.
Just because the ideal is stewardship doesn’t mean the trust exists to comfortably begin there. As a leader, you need to assess how individuals work, establishing a baseline. Calibration creates comfort.

How to calibrate

Delegate a desired outcome and witness their response. If they are asking for very specific execution orders they are likely use to micromanagement. If they engage you with clarifying questions, can verbally structure next steps and checkpoint to ensure alignment, then you have someone that will quickly become a steward. 

Calibrating is important since people need the opportunity to grow without feeling inadequate. Once you have delegated the objective you must let it play out even if it results in missed expectations.

Managing expectations

To manage the impact of missing expectations, start off small and short. Try an create proof points that allow both you and the delegate to assess the efficacy. It is so much easier to explain the issues when the delegate sees them for themselves.

Remember, delegation is about creating trust within an organization, so assess your decisions based on that objective.

4. Create stewards

Your goal is to create as many steward relationships as possible. This takes time even with senior or high-performance teams. Part of what can make this slow is the speed at which new relationships develop. If you are new to the team then you may be introducing significant culture change if prior leadership operated differently. Allow for people to adjust to a different way of doing and demonstrate good will by not prejudging or hording work.

be replaceable and nothing but good can come of it
Often, leaders find themselves feeling possessive of specific work. Set the objective to be replaceable and nothing but good can come of it. If your only value was a specific piece of work then you have a different problem.

5. Coach for the highest quality communication

Delegation requires a variety of checkpoints from frequent (micromanaged) to regular and scheduled (stewardship). Many organizations are dysfunctional when it comes to communicating. This appears in part to be because people are simply repeating what has always been done instead of understanding what is most useful and tailoring to that objective. Yet other organizations are “wild wild west” allowing for anything and everything to pass for communication.

Taking pride in the quality of work is contagious and creates unmatched loyalty, conviction and clarity.
Your way does not need to be the only way. If your organization is not yet delivering a consistent quality of work product, take pride in and coach a better iteration. If anyone diminishes the work product as “busy work,” then they do not fully understand and respect the energy required to effectively communicate. Taking pride in the quality of work is contagious and creates unmatched loyalty, conviction and clarity. By coaching what great work looks like, everyone level-ups their communication.

Next steps: Actions that change everything

  • Get hardcore on clarity. Leaders that are able to effectively capture clarity in purpose, strategy and plan are the only ones that get things that matter done. When faced with ambiguity, either push for clarity, or create it.

  • Identify someone that could be your next steward and practice. Not sure who this might be? Begin by calibrating.
  • Critically review what your current work products say about you, your team and the work you do. Ask a colleague for constructive feedback. Not sure who you ask? Pick the person most critical of the work, people or company. This is an uncomfortable activity, the last thing you want is to ask for feedback from fans that are eager to applaud.

Three tools for all leaders

READ

Developing the Leaders Around You
by John C. Maxwell

READ

To Be a Great Leader, You Have to Learn How to Delegate Well
by Jesse Sostrin

READ

The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change
by Stephen R. Covey

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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