Performance Appraisals – Shorter is Better

No one (I know) enjoys writing, delivering, or receiving performance feedback. It’s time consuming to write, challenging to deliver, and can be difficult to hear. Unfortunately, most performance management systems – goal setting forms, performance appraisal templates, and online templates – don’t make the process easier, they make it harder. Short and simple is best.

Earlier in my career, when I started managing leadership development for a mutual fund company, I inherited a 12-page performance appraisal form with 80 competencies. One of the business leaders I supported told me, “I’m not asking my people to use this form. If you can give me something that’s one page, I’ll have my managers use it.” That conversation sent me on a mission to make all performance management forms one or two pages. And really, why shouldn’t they be? People can only focus on leveraging and changing a few things at a time. Why give more feedback than that at any given time?

If you’re chasing people to use your performance management tools and templates, you’re using the wrong forms. In my experience, when people find something easy to use and valuable, they’ll use it. If something is difficult to use or doesn’t seem to add value, people drag their heels.

Here are a few ideas for making your performance management process easier:

Make your forms and templates simple. No performance management tool should be more than two pages. In a performance appraisal – quarterly, annual, or otherwise – identify up to three things the person did well and a max of three things they can either do more, better, or differently. Anything more is overwhelming and a set up for disappointment, frustration, and overwhelm.

If you have additional areas for the person to work on, meet again in 90-days and assess how the person has done with the three pieces of feedback already provided. If they have made significant progress on the things they were already working on, add a few new things to work on. If significant progress hasn’t been made on the existing feedback, wait to add more.

I know your existing performance management templates may not allow for what I’m suggesting. If you’re working with a template that requires more input, write up to three clear, succinct, and actionable bullets in each required area and not more.  Bullets are better than paragraphs. Be specific. “Great job” is not feedback. Neither is, “needs improvement.” Give a specific example or two. No example, no feedback.

Resist the urge to write paragraphs of vague feedback or to accept that type of feedback in a self-appraisal. Paragraphs of feedback take too long to write and often say little. I’d suggest spending less time writing performance feedback and instead spend the time observing performance, asking others for input on the person’s performance, and writing three succinct, specific bullets that describe an action taken or outcome produced. Specific feedback is meaningful, useful, and received with less defensiveness.

Click below to see our suite of one and two-page performance management templates.

Defensive Behavior – Expect It vs. Avoid It

Most of us avoid giving negative feedback because we don’t want to deal with the recipient’s defensive behavior. We’re waiting for what I call, The Freak Out. The Freak Out is the predictable response to negative feedback.

Everyone wants to be seen as competent and adding value. When we give people negative feedback, we call those two things into question and the brain instinctively reacts. It’s as if you were driving down the road and the person in front of you slammed on their brakes. As an act of survival, you’d hit your brakes too. Becoming defensive when receiving negative feedback is the same instinctual response. We (almost) can’t help ourselves. So rather than dread and avoid others’ defensive behavior, expect it and have a plan.

Here are five ways to deal with defensive behavior:

1. Plan your conversation by writing notes and bringing them to the conversation. I’m a fan of typed, double-spaced bulleted notes that are easy to follow.
2. Practice what you want to say out loud. What you say in your head is often different than what comes out of your mouth.
3. Ask others for help. Change names and details to protect the feedback recipient and ask how someone else might deliver the feedback. Someone who is not emotionally involved will likely handle the conversation better.
4. When the feedback recipient exhibits defensive behavior, take a breath and pause. Remember that you expected this. Don’t retract what you’ve said. Just let the person speak.
5. Stay on track. Defensive behavior is designed to derail conversations. Keep the conversation focused on the feedback. Don’t become distracted.

What to say when people respond to feedback defensively:

Defensive behavior: “Why are you talking to me? I’m not the only one doing this.”

Appropriate response: “If others are doing this, I promise you that I’m managing it. Right now we’re talking about you. I know this is difficult. Let’s stay here.”

Defensive behavior: “You’re wrong. Everyone else has given me positive feedback.”

Appropriate response: “I know this is difficult. I’m asking you to __________.  Please do that.”

Defensive behavior: “You don’t like me and you’re picking on me.”

Appropriate response: “I’m sorry you feel that way. The reason I’m asking you to ________ is _______.”

Defensive behavior: “I disagree.”

Appropriate response: “I know that we disagree. And I’m asking you to __________.”

The key is not to get baited by defensive behavior. This is why I suggest preparing and bringing typed, bulleted notes. When I’m having a particularly difficult conversation and the other person becomes defensive, I often become flustered and either forget what I want to say or back pedal. Do neither. Expect defensive behavior. Don’t get distracted. Stay on track. You can handle anything someone says.