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Posts Tagged ‘employee coaching’

Give Small Amounts of Balanced Feedback

If I hear this one more time I might lose it.

Manager:  “One of my employees has been making a lot of mistakes. He seems disengaged. I’m not sure what’s happening.”

Me:  “Have you talked to him?”

Manager:  “No. Performance appraisals are coming up, so I’ll just wait to give the feedback until then.”

Me:  “When are performance appraisals?”

Manager:  “In six weeks.”

Most people hoard feedback. We wait for the right time, aka when we’re comfortable. That time will never come. The right time to give feedback is when something happens or shortly thereafter. Practice the 24-hour rule and the one-week guideline. Give feedback when you’re not upset, but soon after the event occurs, so people remember what you’re talking about.

Most employees feel as if they’re treated unfairly during some portion of a performance appraisal. Employees receive feedback they’ve not previously heard or receive feedback that is unbalanced – overly positive or negative, or the feedback is so vague, employees aren’t sure what to do more, better, or differently.

Effective performance appraisals are a quick summary of all the performance conversations you’ve had during the year and planning for next year. To have an appraisal meeting that’s a summary of past conversations managers need to meet with their employees regularly and give feedback every time they meet. Giving feedback regularly throughout the year is the most effective management suggestion I can make.

Meet regularly with your employees. If you never meet one-on-one with employees, start meeting monthly. If you meet monthly, meet twice a month. If you meet twice a month, consider meeting weekly for 10 to 30 minutes.

Below is a one-on-one meeting agenda, which the direct report leads:

  • What is the employee working on that’s going well?
  • What is the employee working on that is not going great, but she doesn’t want your help?
  • What is the employee working on this isn’t going great and she wants your help?
  • Give each other feedback: What went well since you last met?  What could be improved?

**  Give and receive feedback on the work and on your relationship. This will be hard the first few times you do it but will become easier with each successive conversation.

Ask your employee to create a meeting agenda. Take notes during the meeting and keep your notes. The summary of these meetings becomes your annual performance appraisal.

Regardless of whether or not you’re meeting regularly throughout the year, you can only give small pieces of feedback during the appraisal meeting. Discuss three SPECIFIC things the employee did well during the year and three things she should do next year. People can’t focus on more.

Consider how each of your employees should impact your department and your organization’s annual goals. In that context, determine the most important things each employee did to contribute to those goals this past year and what she should have done more, better, or differently? That’s your appraisal. Not more and not less.

During performance appraisals, force yourself to focus on and present ONLY the most important behaviors and outcomes, and your employees will bring the same focus to the ensuing year.


Career Goals – Know When to Quit

When I was leading Leadership Development for OppenheimerFunds I told my boss, the head of HR, that one of my career goals was to be an HR generalist. He said, in his lovely British accent, “Shari, you’re very good at what you do, and you would be a terrible generalist. You will never be a generalist here.” At the next company, I also told the hecareer goalsad of HR that one of my career goals was to be an HR generalist, and he too said, “You would be a terrible generalist. You won’t have that role here.” I could have left that company and chased my desire to be a generalist, or I could have listened to people who saw something I didn’t. I listened.

Sometimes others can see things we can’t and it makes sense to listen. That’s actually my definition of a coach – someone who can see things that we can’t, and they’re willing to tell us.

If you’re serious about achieving your career goals, consider these six practices:

  1. Identify what you want to do.
  2. Share your career goals with people who can help you achieve them.
  3. Ask people you trust and those in a position to help you achieve your career goals what may prevent you from having what you want. Obstacles might be organizational (i.e. the job you want doesn’t exist at your company) or they might be personal (i.e. you don’t have the skills, acumen, or temperament for the job you want).
  4. Work to develop skills you’re missing.
  5. Accept things that might prevent you from getting what you want, i.e. I don’t have the temperament to be an effective HR generalist, and I never will.
  6. Decide when to stop pursuing a goal. Make peace with that decision. And move on to something equally, if not, more compelling.

Most of us were raised to believe that quitting is taking the easy way out and that to quit is bad. I don’t know about that. Sometimes you have to listen to the feedback the world gives you and act accordingly.

career goals


Career Goals – Know When to Quit

Etip3.25.16When I was leading Leadership Development for OppenheimerFunds I told my boss, the head of HR, that one of my career goals was to be an HR generalist. He said, in his lovely British accent, “Shari, you’re very good at what you do, and you would be a terrible generalist. You will never be a generalist here.” At the next company, I also told the head of HR that one of my career goals was to be an HR generalist, and he too said, “You would be a terrible generalist. You won’t have that role here.” I could have left that company and chased my desire to be a generalist, or I could have listened to people who saw something I didn’t. I listened.

Sometimes others can see things we can’t and it makes sense to listen. That’s actually my definition of a coach – someone who can see things that we can’t, and they’re willing to tell us.

If you’re serious about achieving your career goals, consider these six practices:

  1. Identify what you want to do.
  2. Share your career goals with people who can help you achieve them.
  3. Ask people you trust and those in a position to help you achieve your career goals what may prevent you from having what you want. Obstacles might be organizational (i.e. the job you want doesn’t exist at your company) or they might be personal (i.e. you don’t have the skills, acumen, or temperament for the job you want).
  4. Work to develop skills you’re missing.
  5. Accept things that might prevent you from getting what you want. I.e. I don’t have the temperament to be an effective HR generalist, and I never will.
  6. Decide when to stop pursuing a goal. Make peace with that decision. And move on to something equally, if not, more compelling.

Most of us were raised to believe that quitting is taking the easy way out and that to quit is bad. I don’t know about that. Sometimes you have to listen to the feedback the world gives you and act accordingly.

career goals


Performance Appraisals – Give Small Amounts of Balanced Feedback

If I hear this one more time I might lose it.

Manager:  “One of my employees has been making a lot of mistakes. He seems disengaged. I’m not sure what’s happening.”

Me:  “Have you talked to him?”People can only focus on one or two things at a time. Give small amounts of feedback often.

Manager:  “No. Performance appraisals are coming up, so I’ll just wait to give the feedback until then.”

Me:  “When are performance appraisals?”

Manager:  “In six weeks.”

Most people hoard feedback. We wait for the right time, aka when we’re comfortable. That time will never come. The right time to give feedback is when something happens or shortly thereafter. Practice the 24-hour rule and the one-week guideline. Give feedback when you’re not upset, but soon after the event occurs, so people remember what you’re talking about.

Most employees feel as if they’re treated unfairly during some portion of a performance appraisal. Employees receive feedback they’ve not previously heard, or receive feedback that is unbalanced – overly positive or negative, or the feedback is so vague employees aren’t sure what to do more, better or differently.

Good performance appraisals are a quick summary of all the performance conversations you’ve had during the year and planning for next year. To have an appraisal meeting like this one, managers need to meet with their employees regularly and give feedback every time you meet. And that is the management BEST suggestion I can make.

Meet regularly with your employees. If you never meet one-on-one with employees, start meeting monthly. If you meet monthly, meet twice a month. If you meet twice a month, consider meeting weekly for 30 minutes.

The one-on-one meeting agenda, which the employee owns:

  • What is the employee working on that’s going well?
  • What is the employee working on that is not going great, but she doesn’t want your help?
  • What is the employee working on this isn’t going great and she wants your help?
  • Give each other feedback: What went well since you last met?  What could be improved?

**  Give and receive feedback on the work and on your relationship. This will be hard the first few times you do it, but will become easier with each successive conversation.

Ask your employee to create a meeting agenda. Take notes on the agenda and keep your notes. The summary of these meetings becomes your annual performance appraisal.

Regardless of whether or not you’re meeting regularly, throughout the year and have performance notes, you can only give small pieces of feedback during the appraisal meeting. Discuss three SPECIFIC things the employee did well during the year and three things she should do next year. People can’t focus on more.

Think about the New Year’s resolutions you may have made last January. You might have promised yourself you’d save ten percent of your income, lose twenty pounds, take a two-week vacation without your phone, and apply to attend graduate school. How many of those things did you do?  Setting too many aggressive goals sets us up to fail. And performance appraisals are not different.

Consider how each of your employees must impact your department and your organization’s annual goals. In that context, determine the most important things each employee did to contribute to those goals this past year and what she should have done more, better or differently? That’s your appraisal. Not more and not less.

During performance appraisals, force yourself to focus on and present ONLY the most important behaviors and outcomes, and your employees will bring the same focus to the ensuing year.

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