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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 is a reluctant leader?

October 1, 2018 by Brian Goodman 1 Comment
Reluctant leader seeing their reflection
READING TIME: 5 MIN

Q: What is a reluctant leader?

A:

We have a leadership problem. It is easy to write that, because I know you have run into at least one leader or manager that you didn’t like. One of the things that gets drummed into you from all the books and classes is that all the good and bad in an organization is a result of the leadership. What is always amazing is how many ineffective leaders exist and worse yet, that they are tolerated. 

all the good and bad in an organization is a result of the leadership

The reluctant leader

Let me introduce to you the reluctant leader. This is the person who is passionate about what the organization is doing and what he or she can do to achieve more. People seek them out because of their experience and expertise and because they are part of the team are easily approachable. There is a level of humility that comes from a genuine desire to serve the greater good and that conscience is a critical part of what makes the reluctant leader a potentially great leader.

Why are they reluctant?

Reluctant leaders do not identify themselves as leaders and certainly not managers. They are deliberately choosing to forgo a power position because they are happy with the way things are. We all have had experiences with bad leaders and reluctant ones don’t want to become one of those! Reluctant leaders have many of the qualities, readily established relationships and subject matter expertise that set them up for success. If only they saw themselves as others do.

Reluctant leaders are hesitant because they have yet to recognize that what they have to offer is actually better…
Reluctant leaders are hesitant because they have yet to recognize that what they have to offer is actually better than the alternatives. With the right support, they can transition to a leadership role with authority and make a huge difference to all the people and things about which they already care.

What makes reluctant leaders different?

It is not uncommon the hear people talk about “natural born leaders” as if leadership is not a skill, even though it is! Reluctant leaders need to be shown how they are already a leader in the organization and that a formal role does not have to significantly change all the great things they are doing. Certainly, there are new things they will need to do and fulfilling that responsibility, while potentially challenging is actually executed with more humanity than overly eager leaders. The reason some of the “HR” type tasks are seemingly more difficult to a reluctant leader is because they are highly motivated by their conscience; the team has always come first; they have deep relationships with their people. This is not to say that eager leaders don’t have these things, it is more that these conditions are generally more common for reluctant leaders.

An example of how reluctant leaders often find themselves conflicted
Jan is a recent reluctant leader of a high performing team. She knows all of her team members well and thinks highly of them. They have been in the trenches together and she supports them eagerly. After all, this is one of the reasons Jan decided a management role would be okay.

Jan’s manager gives her the news that the company is going through a resource action and people would need to be selected to be laid off. Jan starts by speaking truth to power and making the case that none of her people are under-performing, performing redundant tasks or in a job family that is no longer valued. Jan’s manager repeats the directive. Jan is left to identify and then communicate that this person, someone she considers a friend, has only weeks left to their employment.

Jan is conflicted because she is compelled to execute on behalf of the company against her better judgment and so, while she would rather not, she understands this is part of running a business.

Motivated by conscience, people and passion

Reluctant leaders are often identified by their position within the group and are selected to fill vacancies where a different motivation would be a less optimal choice. Leadership teams have additional homework to coach reluctant leaders through new and challenging experiences. Left to their own devices, reluctant leaders would step down from the formal organization, remember they didn’t choose it, it was chosen for them.

Next steps: Actions that change everything

  1. If you are a manager of a reluctant leader, listen and acknowledge their concerns so that those topics can become open for ongoing discussion. Find ways to meet them where they are and how they are experiencing their work and roles. Remember those new management conversations are going to be difficult. Don’t dump the hard work on them. Instead, share in the challenge and help them execute confidently.
  2. If you are a reluctant leader, seek out the support you need to be effective. Ideally, seek out your manager. In the absence of formal support, seek out blogs, podcasts and videos that can help. There isn’t a universal recipe on leadership. The whole point is to develop the leader you are.
  3. Identify your up-and-coming leaders early. Leaders that have been coached into a management role often find greater success than ones that get opportunistically promoted without the time to think about what it means.

Three tools for all leaders

WATCH

Leadership Guide for the Reluctant Leader
David Neal at NDC

READ

Leaders Eat Last: Why Some Teams Pull Together and Others Don’t
by Simon Sinek

WATCH

How to Be a Linchpin
Seth Godin on Impact Theory

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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