Write Your Own Goals & Take Control of Your Performance Review

Many year-end performance reviews include whatever the manager and direct report can remember happening during the last six to twelve weeks of the year. For the most part, managers and direct reports sit in front of blank performance appraisals and self-appraisal forms and try to remember everything that happened during the year. The result: A vague, incomplete performance review that leaves employees feeling disappointed, if not discounted.

If you were disappointed by your performance review this year, don’t let it happen again next year. Take charge of your career by writing your own goals.

One of the first companies I worked for did the goal process so well, I learned early in my career how powerful well-written goals could be. Each employee set five to seven goals. Experienced employees wrote their own goals and then discussed those goals with their manager. Less experienced employees wrote their goals with their manager. Managers wrote goals for inexperienced employees. The goals were so specific and clear that there could be no debate at the end of the year whether or not the goal had been achieved. It was obvious. Either employees had done what they said they would, or they hadn’t. This made writing performance appraisals very easy. Very little on the appraisal was subjective. And this gave employees a feeling of control over their year and performance.

It’s great if you work for an organization or manager who works with you to write goals. If you don’t, write your own goals and present them to your manager for discussion and approval. Managers will be impressed you took the initiative to write goals and will be thankful for the work it takes off of them.

Goals should be simple and clear. It must be obvious whether you achieved the goal or not. There should be little if any room for debate.
Sample goals are below.

Desired Outcome (goal):

• Improve client feedback – too vague
• Get better-written reviews from clients – better
• 80% of clients respond to surveys and respond with an average rating of 4.5 or above – best

Actions you will take to achieve the goal:

• Ask clients for feedback throughout project — too vague
• Ask clients for feedback weekly – better
• Visit client site weekly. Talk with site manager. Ask for feedback — best

Goal template:

Completed sample goal:

How to approach your manager with written goals:

Try using this language with your manager: “I want to be sure I’m working on the things that are most important to you and the organization. I’ve written some goals for 2020 to ensure I’m focused on the right things. Can we review the goals and I’ll edit them based on your input? And what do you think of using the agreed-upon goals to measure my performance in 2020?”

You have nothing to lose by writing goals and presenting them to your manager. You will gain respect from your manager, clarity of your 2020 priorities, and more control of your year-end-performance review. Give it a try, and let me know how it goes.

Organizational Culture – Hire and Fire for Fit

When I interviewed for my last job, before starting Candid Culture, the CEO put a mug in front of me with the company’s values on it and asked if I could live by those values at work. He was smart. Hiring someone with the skills to do a job is one thing. Hiring someone who fits into the organizational culture, is another.

Determining if a prospective employee will fit your organizational culture is much harder than determining if someone has the skills to do a job. Often when an employee leaves a job, only to take the same role at another company, they left for fit. They just didn’t feel comfortable. They weren’t a good fit with the organizational culture.

You’ve probably heard discussions about employees who deliver results at the expense of relationships. Or about employees who fellow employees really like, but they just can’t do the job.

Leaders of organizations need to decide what’s important:  What people do?  How they do it? Or both. I’m going to assert that both the work employees deliver and how they deliver that work is equally important. I think you should hire and fire for fit.

Work hard to hire people who will fit into your organizational culture. Get rid of people who don’t fit. The impact on your organization’s reputation and on internal and external relationships depends on hiring people who behave consistently with your brand and how you want your organization’s culture to feel.

At Candid Culture, we teach people to have open, candid, trusting relationships at work. Thus we must hire people who are open to feedback and communicate honestly. And we fire people who don’t model those behaviors.

If you want a high service organizational culture, you can’t hire people who don’t care about others or who don’t want customers to feel good about working with you.

Here are a few ways to ensure you hire people who are a good organizational culture fit:

1. Share your current or desired culture with job candidates early, often, and clearly.
2. Work to assess how candidates fit the culture. Use practical interviews, job shadowing, and reference checks to assess organizational culture fit.
3. Talk about the culture when onboarding employees.
4. Make behaving according to the culture part of your performance appraisal process.
5. Reward behavior that matches the culture.
6. Have consequences for not acting according to the culture. A negative feedback conversation is a consequence.
7. Ensure your leaders and managers live the culture. Get rid of leaders and managers who aren’t a good culture fit. This takes courage.

When people leave an organization, they don’t often take copies of reports they produced or work they created. And if they do, they rarely look at that work. What they do take, remember and find meaning in, are the relationships they built at work. Relationships are dependent on organizational culture.

Determine the organizational culture you want. Talk about regularly. Require people to act according to the culture. Reward the ones who do. Get rid of the ones who don’t. Make working in your organization feel as you want it to feel.

Improve Employee Performance – Get What You Want at Work

How many times have you been sitting at your desk wondering, “Why won’t he ___________ ?’ Perplexed, you talk with your buddy at work. The conversation goes something like, “I’ve got this person, and I can’t figure out why he won’t ______________.” Or perhaps you talked directly to the person, but after several conversations, he still hasn’t done what you asked him to do.

There are four reasons for a lack of employee performance and why people don’t do what you want them to do:

1. They don’t know how.
2. They don’t think they know how.
3. They can’t.
4. They don’t want to.

Reason number one for a lack of employee performance, they don’t know-how, is the easiest to solve. People who don’t know how to do something need training, coaching, a mentor, a job aid or some other form of instruction. The hope is that with the right training and exposure, he will be able to do what you’re asking.

Reason number two for a lack of employee performance, they don’t think they know how, can be improved over time with patience and consistent coaching. You aren’t working with clean slates. Most people are recovering from or reacting to a past relationship or situation. If a person worked for a controlling manager who never let him make a decision or worked for someone who invoked punitive consequences for making mistakes, the person will be hesitant to make decisions. Hence why he does drive-bys on you, repeatedly checking in, but never pulling the trigger on anything.

If you work with someone who doesn’t think he knows what to do, but you know that he has the answer, encourage him to trust himself. When he comes to you for validation or approval, ask questions, don’t give answers. Tell the person you trust his judgment and encourage risk-taking. Tell him that you’ll support his decision, even if it proves to be the wrong one. And encourage him to make the decision next time without consulting you. And then keep your word. If he makes the wrong call, you have to have his back and can’t invoke negative consequences.

Reason number three for a lack of employee performance, they can’t, is challenging but clear-cut. People who can’t do a task their brains aren’t wired for will never do that responsibility well, regardless of how much coaching, training, and assistance you provide. If you have repeatedly AND EFFECTIVELY, coached, trained, and provided support, remove that responsibility and give the person something he can do well. If that responsibility is a large part of the job, you have someone in the wrong job. It’s time to make a change.

Reason number four for a lack of employee performance, they don’t want to, is annoying but manageable. There are lots of reasons people don’t do things they don’t want to do. Those reasons include, but aren’t limited to, boredom, lack of buy-in as to why something is important, insufficient time, feeling like a task is beneath them, etc. If you’ve got someone who can but doesn’t want to do something, you can either take the responsibility away, incent him to do it, or give feedback EVERY TIME the task doesn’t get done.

Giving negative feedback isn’t fun for the giver or the receiver. No one wants to hear that he isn’t meeting expectations and most people don’t want to tell him. But the discomfort of receiving negative feedback EVERY TIME the person doesn’t do what he needs to do will create behavior change. He will either begin doing what you ask, quit, or ask for a transfer. Either way, your problem is solved.

The first step in getting people to do what you want them to do is to discover why they’re not doing what you ask. It’s impossible to appropriately manage employee performance if you don’t know why someone isn’t doing what he needs to do. And the person to ask why a responsibility isn’t getting done isn’t you or your buddy, it’s the person not doing the work. So get out of your head, leave your office, and go talk to the person not doing the work.

Here’s how to start an employee performance conversation:

“I’ve noticed you’re not doing ___________. Help me understand what’s happening.” Watch your tone, inquire from a place of genuine curiosity, and identify the reason he isn’t doing what he needs to do. Then you can intervene appropriately and hopefully get what you want.

Be a Best Company – Four Employee Retention Strategies

“My boss is a jerk and my career is going nowhere in this organization, but there’s yoga and a pool table, so I think I’ll stay,” said no employee ever.

Employees enjoy concierge service, free lunch, ping pong, and social events at work, but these perks don’t improve retention or performance. The only perks known to improve employee loyalty and commitment is time off and a flexible schedule.  Everything else is nice to have, but does not impact career decisions.

Organizational leaders and managers have been led down a path of expensive distractions disguised as employee retention strategies. Eliminate the noise and focus on the four things that really matter to employees, and your best people will stay.

This is what’s important to your employees:

• I trust the leaders who run this organization.
• My opinion means something.  I am listened to.
• I feel respected (by my manager) and have good relationships in the organization.
• My work is challenging and interesting.

So what should you do if you want to be a best place to work? 

Here are Four Employee Retention Strategies Managers Can Take:

1.   Meet one-on-one with employees and have meaningful discussions about his/her performance and career goals.

2.  Ask employees for their opinion and demonstrate that you’ve heard them.

3.  Provide opportunities for employees to do work they enjoy.

4.  Ensure employees who want to advance in your organization are learning and growing.

Read about our Be a Great Place to Work leadership training program that eliminates the noise and teaches the things leaders and managers really need to do to retain the best employees.

Help an Underperforming Employee Move On

Being in the wrong job feels terrible. It’s not unlike being in the wrong romantic relationship, group of friends, or neighborhood. We feel misplaced. Everything is a struggle. Feeling like we don’t fit and can’t be successful is one of the worst feelings in the world.

The ideal situation is for an underperforming employee to decide to move on. But when this doesn’t happen, managers need to help employees make a change.

The first step in helping an underperforming employee move on to something where s/he can be more successful is to accept that giving negative feedback and managing employee performance is not unkind. When managers have an underperforming employee, they often think it isn’t nice to say something. Managers don’t want to hurt employees’ feelings or deal with their defensive reactions. In fact, when we help someone move on to a job that she will enjoy and where she can excel, we do the employee a favor. We set her free from a difficult situation that she was not able to leave out of her own volition.

I get asked the question “How do I know when it’s time to let an employee go?” a lot.

Here’s what I teach managers in our managing employee performance training programs: There are four reasons employees don’t do what they need to do:

1.  They don’t know how.
2. They don’t think they know how.
3. They don’t want to.
4. They can’t. Even with coaching and training, they don’t have the ability to do what you’re asking.

Numbers one and two are coachable. With the right training and coaching, employees will likely be able to do what you’re asking them to do.

Numbers three and four are less coachable and are likely not trainable.

When you’re confronted with someone who simply can’t do what you need them to do, it’s time to help the person make a change.

The way you discover whether or not someone can do something is to:

1. Set clear expectations
2. Observe performance
3. Train, coach, and give feedback
4. Observe performance
5. Train, coach and give feedback
6. Observe performance
7. Train, coach and give feedback

Welcome to management.

After you’ve trained, coached, and given feedback for a period of time, and the person still can’t do what you’re asking her to do, it’s time to make a change.

 Making a change does not mean firing someone. You have options:

1. Take away responsibilities the person can’t do well and give him other things that he can do well.
2. Rotate the person to a different job.

Firing someone is always a last resort.

Sometimes we get too attached to job descriptions. The job description outlines a specific responsibility that the person can’t do. So we fire the person versus considering, who else in the organization can do that task? Be open-minded. If you have a person who is engaged, committed, and able to do most of her job, be flexible and creative. Give away parts of the job to someone who can do them well. I’ve also seen employees who were failing thrive in a different job. Organizations that are flexible survive; organizations that are rigid do not.

Let’s say you’ve stripped away the parts of the job that an underperforming employee can do well, and she still can’t perform effectively. Now it’s time to make a change.

Here are some words to use when having the difficult “it’s time to move on” conversation:

“I really want you on my team and to be successful in our organization. Over the past six months, we’ve had several conversations about the parts of your job that are a struggle. We’ve taken away responsibilities that aren’t a fit for you and have replaced those responsibilities with things that seemed like a better fit. And yet I can see that you are still struggling. I’m very sorry to say that it’s not appropriate for you to continue working here. Today is your last day.” Depending on your organizational culture, can also say, “How do you want to handle this? You can resign or we can let you go. I’ll do whatever feels more comfortable for you.”

This is a difficult conversation that no manager wants to have. Yet I promise you, this conversation feels better to your employee than suffering in a job in which s/he can’t be successful. After you’ve set expectations, observed performance, and coached and given feedback repeatedly, letting someone go is kinder than letting the employee flounder in a job in which he cannot be successful.

Want More Innovation In the Workplace? Make It Safe to Tell the Truth

You’ve either seen the video or heard about the group think that happened before NASA’s Challenger exploded in 1986. One engineer felt strongly that there was a defect in the Challenger’s design. He spoke up, others disagreed. He continued to speak up, until it became very uncomfortable to do so.

Most employees don’t even get that far. Many employees are afraid to speak up at all, feeling that it’s not ok to have a counter point of view, and that those who disagree with ‘management’ are eventually fired. I honestly am not sure where this comes from. It hasn’t been my experience, and yet the fear of speaking up is pervasive. I hear it in almost every organization with which I work.

If it’s not ok to express different opinions, your organization will deliver the same-old products and services you always have. If staying the same works in your industry, great. But stagnation is a killer to most organizations.

If you want more innovation in the workplace, you have to make it safe to speak up and offer a different point of view. Saying new, different, and even controversial things must be encourage and rewarded.

Five Ways to Encourage Innovation In the Workplace:

1. Ask for new ideas and different points of view.
2. Wait until you get both. Don’t allow a meeting or discussion to move on until you get new, opposing, and different points of view.
3. Positively acknowledge people who risk and say something new or different from the norm.
4. Ensure people with new ideas and different points of view are allowed to finish speaking before they’re interrupted or before someone else tries to negate their ideas.
5. Create a few new awards in your organization and announce winners publicly and with great fanfare. You get what you reward.

Create Awards to Encourage Innovation In the Workplace:

1. Acknowledge the person who fails massively trying something new.
2. Award the person who brings new ideas to the table, regardless of what happens to those ideas.
3. Celebrate the person who willingly gives you the worst news.

The fear of speaking up and saying something new or different will kill your innovation efforts. It will also kill your employees’ ambition and ability to be creative. Make it safe to tell the truth, even when the truth is hard to understand or unpopular, and see what happens to innovation, creativity, and employee productivity and morale.

Employee Engagement Surveys – Why Not Do Them Live?

Surveys are a great way to gather data. They’re not a great way to build relationships. In addition to sending out employee engagement surveys, ask questions live. Employees want to talk about their experience working with your organization. And employees will give you real, honest, and salient data, if you ask them and make it safe to tell the truth.

Here are a few methods of gathering data, in addition to sending employee engagement surveys:

Managers, ask questions during every one-on-one and team meeting with employees.

Managers, consider asking: 

• What’s being talked about in the rumor mill?
• What do I need to know about that you suspect I don’t?
• What makes your job harder than it has to be? What would make your job easier?
• What meetings are not a good use of time?

Listen and be careful not to defend. Employees want to be heard. Respond if you’re able, but don’t deflect the feedback you’ve received.

Leaders, conduct roundtable discussions with small groups of employees throughout the year. I’d suggest discussions with groups of six employees. Have lunch or coffee. Keep the meetings informal.

Leaders, consider asking:

• What’s a good decision we made in the last six months? What’s a decision we made that you question?
• What would need to happen for you to be comfortable referring your friends to work here?
• What’s something happening in the organization that you’re concerned about?

How to Get the Truth:

• Share as much information as you can. Trust your employees.
• Ensure there are no negative consequences for people who tell you the truth.
• Give positive attention to the people who risk and give you negative information.
• Tell employees what you learn during these discussions and what you will and won’t be doing with the information.
  • You don’t need to act on every piece of data you receive. Just acknowledge what you heard and explain why you will or won’t be taking action.

Employees are loyal to managers and organizations they feel connected to, and connections are formed through conversations. So in addition to sending employee engagement surveys, ask questions during every conversation and make it clear that you’re listening to the answers.

Bowling Is Not Team Building

Early in my career, I worked with a woman with whom I didn’t get along. We were on the same team and had the same job, but didn’t see eye to eye on how to approach work or solve problems. And when we didn’t agree, things got ugly. I have to admit to being afraid of her. She was nasty when things didn’t go her way.

The odd thing is that socially, we did fine. When our team socialized outside of work, we had fun and got along well. That’s when I realized that there was no correlation between getting along outside of work and working well together.

Lots of teams go bowling, to baseball games, and out for happy hour as team building activities. And while team members may enjoy being together at these events and getting to know each other personally, they don’t learn team members’ working style preferences, the work others are really good at, and the things at which team members are not as good.

Go bowling or out for happy hour, just don’t expect people to work better together after doing those activities. If you want to do impactful team building activities, give team members a chance to learn about each other and themselves, and make agreements of how team members will work together in the future. Create occasions for candid conversations.

When I lead corporate team building activities, I put people in small groups, give the group a box of Candor Questions for Team Building and time to answer the questions. One person in the group asks one question from the box. Everyone in the group answers that person’s question. The person who asked the question then answers his own question. Then another person on the team asks a question and so on. A great conversation always ensues.

People talk about things they should have and wished they were talked about when they started working together. Team members learn about each other’s work style preferences and what each person needs from both the job and each other. But most importantly, team members have permission to talk about things they normally don’t, and begin to create a climate of candor, which is essential for any group of people working together. For a team to work well together, it must be safe to tell the truth. Teams need to talk about the things that impact them most – each other.

So go bowling and out for happy hour. But also create opportunities for team members to talk about the things that matter most — how they impact each other at work.

Let Unhappy Employees and Vendors Go – Don’t Chase

Several years ago I hired a vendor that wasn’t a good fit. Try as we might to work together, we didn’t communicate well. Everything was a struggle. After a frustrating few weeks, the owner of the business offered to refund my money and amicably part ways. His company had already done work on our behalf and I didn’t want to lose momentum. I turned him down. That was a mistake. When a small business owner, who needs your business (money), tells you to go elsewhere, listen. We parted ways a few months later in a much more costly and less amicable way.

You don’t want to work with people who don’t want to work with you. The same is true for friends and romantic relationships. Don’t chase people. If they don’t want you, move on. There are lots of other people who will see your value.

There are differing schools of thought on whether or not you should try to retain unhappy employees who quit. I’d be interested in seeing statistics on how long employees who quit but are then retained, stay with an organization and how well they perform. I’d let them go. Again, you don’t want people who don’t want you.

The challenge is that most people are afraid to speak up in organizations and relationships (of all kinds) when they’re unhappy. Unhappy employees typically quit versus make requests and give feedback.

The antidote is to create a culture in which employees, vendors, and customers openly make requests and talk about what is and isn’t working. Create a climate of candor in which feedback is exchanged regularly versus just during exit interviews, which is too late.

How to know when to cut bait with unhappy employees and vendors:

1. You’ve had several open discussions and can’t meet each others’ needs. If you don’t have a job the employee wants, that’s a good reason to part ways.

2. It’s not a good culture fit. You talk and talk but don’t communicate. Issues don’t get resolved. Frustration is the norm. This is also a good reason to end a working (or personal) relationship.

Five steps to create a more candid culture:

1. Discuss employees’, customers’, and vendors’ needs and requests at the beginning of working relationships. Agree upon what success and a good job looks like. Ask lots and lots of questions, and listen closely to the answers.

2. Ask for feedback regularly. Conduct a weekly plus/delta (a discussion of what is and isn’t working) during which all parties are invited and expected to speak freely. The more you have these discussions, the easier they will be and the more candid people will become.

3. Address challenges as they come up.

4. Discuss challenges that can’t be fixed.

5. If a relationship isn’t working, end it sooner rather than later. Be slow to hire and quick to fire.

There are lots of talented vendors and employees. Find employees and suppliers who are easy to work with (for you) and who can meet your needs, and vice versa. If you can’t meet each others’ needs or the relationship is a constant struggle, those are good reasons to move on. Don’t chase.

Don’t send them to yelp – Get better customer and employee feedback

Many businesses are struggling to overcome negative and permanent online reviews on yelp, trip advisor, Glassdoor, etc. And they’re wondering why customers and employees go online vs. giving feedback directly. The answer is simple.

Giving feedback online is easy. Giving feedback directly is harder, for many reasons.  No one wants to be the person who complains. Feedback is likely to be received with a defensive at worst and explanatory at best response, and who really wants to deal with that? And we fear we’ll get “in trouble” for giving feedback, etc. etc. etc. I could go on and on.

If you want your customers and employees to give you feedback directly instead of blasting you online when they’re unhappy, make it easy to give you feedback, regularly.

Here are four ways to help prevent negative online reviews and improve the data you get from customers and employees:

1. Ask customers and employees for feedback regularly. Don’t wait until the end of the year or after a service has been provided to ask for feedback. Ask for feedback during the customer’s experience. Ask employees for feedback every 90-days. Marriott hotels is masterful at this. Hotel guests don’t get onto the hotel’s free Wi-Fi until answering one question about their hotel stay. If guest feedback has a negative component, a manager will call you immediately. Such smart business.
2. If you’re going to send online surveys, keep them short. Never ask a customer more than five questions, and two is better. Ask a version of, “What are you appreciating about your experience? What could we change on your behalf?” What else do you need to know? Too many businesses send exhaustive and exhausting surveys to customers after a service has been provided. It’s rude and unrealistic to expect customers to complete 30+ survey questions. Keep it short. You’ll see better response rates.
3. Call 10% (or fewer if you have thousands of employees and customers) and ask for feedback. It’s such a rare occurrence to receive a phone call asking for feedback, it’s an immediate loyalty and relationship builder.
4. Don’t request a positive score on a survey. Sending a survey and asking for certain response type is a turnoff. Uber drivers who ask me to rate them a five never get that rating. The best way to get an awesome rating is to be awesome.

Ask for feedback early and often, and make it easy to give. P.S. And no anonymous surveys – a topic for another day.