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.

Advil Free Performance Appraisal

I’ve never had a performance appraisal that didn’t make me want to quit. Throughout my 15-year corporate career, before starting Candid Culture,I had some great bosses. And I always got good ratings and positive reviews. But there was always some comment or piece of feedback, in every performance appraisal, that frustrated me or impacted my raise or bonus in a way that felt unfair.

And each time I got feedback that felt unfair, I looked for how I contributed to the situation.

Which means it’s our job to ask the expectations of the people we work with and collect their feedback throughout the year, so we’re not blind-sided at year end.

Below are some tips to ensure you give and receive a useful and trauma-free performance appraisal.

If you read my last blog post,you know that your boss may not know all the good and not-so-good things you do on a daily basis. It’s your job to let her know about your accomplishments.

Assemble a list of things you’ve accomplished this year. This list might include emails and feedback from people you work with both inside and outside your organization. Ask your boss’s permission to send her the list. And tell her the information is intended to make it easy to write your appraisal.

If you don’t have feedback from your peers and internal or external customers, ask for it. I define customers as anyone you need to get your job done and anyone who needs you to get their job done. Send a short email to five or six people with whom you work closely, and ask them to send your boss some feedback about your performance this past year. If they’re comfortable sending you the feedback directly, all the better. Guide your customers by asking specific questions. That way you’ll get specific feedback, versus, “Dave did a good job this year.”

Ask questions like:

• What’s one thing I did this year that made the most difference to you or your department?
• What’s one thing I could have done differently this past year?

Don’t be scared to ask for feedback from your customers. Most people are so hesitant to give negative feedback that they’ll typically be easier on you than you are on yourself.

Most performance appraisals only contain feedback from the last few months of the year. As managers sit in front of a blank appraisal form, it’s all they can remember. It’s your job to help your manager remember all the good things you did throughout the year. And I don’t know of a manager who won’t appreciate having written, bulleted data from which to write appraisals. Bullets are easier to read than paragraphs. Make it easy to scan your list of accomplishments.

Writing performance appraisals doesn’t have to give you a headache. Receiving appraisals doesn’t have to make you wish you stayed home that day. Plan specific, useful feedback conversations and then move on to planning for 2013.

Managers, here’s a video I created on how to give a useful performance appraisal. And my new book How to Say Anything to Anyoneis perfect preparation for both managers and employees. The book won’t be in bookstores or on Amazon until January, but we have advance copies on our website.