Posts Tagged ‘performance appraisal’
My son’s first soccer coach would frequently tell the kids, “You get what you get and you don’t throw a fit.” As adults receiving performance appraisals, I think we can do better.
Performance appraisals are, for many, the most dreaded day of the year. Most employees anticipate the meeting, wondering what their manager will say. In addition to hearing about the situations your manager and others in your organization observed throughout the year, why not tell your manager what you’d like to know?
It’s perfectly appropriate to tell your manager if you’d like feedback about a specific aspect of your performance or about your work on a certain project or piece of work. And the time to ask for this feedback is at least one month BEFORE your appraisal meeting.
Most people don’t like to be caught off guard or feel that they can’t answer a question. Asking for feedback in the moment, that your boss can’t address, may embarrass your manager. Don’t put managers on the spot. Set your boss and yourself up for success by asking for specific feedback BEFORE meetings, and give your manager a chance to observe you doing that kind of work.
If you want to know how you manage telling internal or external clients “no”, give your boss a chance to see or hear you do this. If you want feedback on how you built relationships with peers virtually this year, give your boss a chance to observe that behavior or time to ask your peers for input.
Ask a vague question, get a vague answer. Ask a specific question, get a specific answer. If you want specific feedback, let your manager know and give her time to observe you doing the actions you’re asking about BEFORE the feedback conversation.
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. Instead, they make it harder. Short and simple is best.
When I started managing leadership development for a mutual fund company, I inherited a 12-page performance appraisal form and what seemed like 89 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 have 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 next year. 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.
The Feedback Formula:
1. Introduce the conversation so feedback recipients know what to expect.
2. Share your motive for speaking so both the feedback provider and the recipient feel as comfortable as possible.
3. Describe the observed behavior so the recipient can picture a specific, recent example of what you’re referring to. The more specific you are, the less defensive he will be, and the more likely he’ll be to hear you and take corrective action.
4. Sharing the impact or result describes the consequences of the behavior. It’s what happened as a result of the person’s actions.
5. Having some dialogue gives both people a chance to speak and ensures that the conversation is not one-sided. Many feedback conversations are not conversations at all; they’re monologues. One person talks and the other person pretends to listen, while thinking what an idiot you are. Good feedback conversations are dialogues during which the recipient can ask questions, share his point of view, and explore next steps.
6. Make a suggestion or request so the recipient has another way to approach the situation or task in the future. Most feedback conversations tell the person what he did wrong and the impact of the behavior; only rarely do they offer an alternative. Give people the benefit of the doubt. If people knew a better way to do something, they would do it another way.
7. Building an agreement on next steps ensures there is a plan for what the person will do going forward. Too many feedback conversations do not result in behavior change. Agreeing on next steps creates accountability.
8. Say “Thank you” to create closure and to express appreciation for the recipient’s willingness to have a difficult conversation.
If you’re giving more than one piece of feedback during a conversation, address each issue individually. For example, if you need to tell someone that she needs to arrive on time and also check her work for errors, first go through the eight steps in the formula to address lateness. When you’ve discussed an agreement of next steps about being on time, go back to step one and address the errors. But talk about one issue at a time so the person clearly understands what she’s supposed to do.
Here’s how a conversation could sound, using the eight-step Feedback Formula:
Step One: Introduce the conversation.
“John, I need to talk with you.”
Step Two: Share your motive for speaking.
“This is a little awkward, and it may be uncomfortable. I want you to know that while I wish I didn’t have to tell you this, I’m doing it because I care about you and I want you to be successful.”
Just because you’re direct doesn’t mean you’re not empathetic. But remember, these are my words. You’ll need to find your own words that you feel comfortable using to deliver such a difficult message.
Step Three: Describe the observed behavior.
“John, I’ve noticed that you have an odor.”
Step Four: Share the impact or result of the behavior.
“I know this is a very awkward subject (more empathy). We work in a small space. I don’t want others to avoid working with you or say negative things about you. And as awkward as this is, I would rather you hear this from me than from someone else. Sometimes health conditions can cause certain odors, as can eating certain foods.”
Step Five: Have some dialogue. Ask the recipient for his perception of the situation.
“What are your thoughts?”
Give John time to say whatever he wishes to say.
Step Six: Make a suggestion or request for what to do next time.
“Again, I’m really sorry to have to tell you this. Please make sure you shower every day before coming to work and wash your clothes regularly. And please tell me if there’s something else you’d like me to know.”
Because of the awkwardness of this subject, skip step seven, and go to step eight.
“Thank you for being willing to have this conversation with me.”
You Can Say More Than You Think You Can
You might be gasping, thinking there is no way you could ever tell someone he smells. It’s definitely an awkward conversation, one I hope you never have to have. I used one of the most difficult things you will ever have to say to demonstrate that even the most awkward feedback can be delivered empathetically and quickly.
The short and concise body-odor conversation is a lot less uncomfortable for the recipient than the drawn-out, evasive first version. Just think, would you rather listen to someone tell you that you smell for two minutes or for twenty?
You may also think, “I shouldn’t have to tell someone to take a shower and wash their clothes.” That’s true, you shouldn’t. But if you’re working with someone who doesn’t do these things, clearly someone needs to tell him. Remember, other people are not you and don’t do things the way you do, even when those things appear to be no-brainer basics.
Lastly, you may think that telling someone to shower and wash his clothes is insulting and demeaning. It’s true: No matter how you spin it, there’s nothing nice about this message. But which is worse, having your coworkers ask for different desks and be unwilling to work with you, or having someone who has your best interests at heart tell you privately to clean it up—quite literally? When you tell people the truth, you do them a favor.
Here’s another example: A few years ago I had a coworker who was a lingerer. Lisa would hover outside my office until she saw an opportunity to interrupt. She then walked in uninvited and started talking. I was still mid-thought about whatever I’d been working on and wasn’t ready to listen. After a few sentences, I would interrupt Lisa, saying, “I’m sorry. I don’t know what you’re talking about. Will you please start over?”
Embarrassing as it sounds, this went on for more than a year. I wanted to be seen as accessible and open, yet this “lingering” method of interrupting was driving me crazy. And it was a waste of both of our time. After many months of frustration, I decided to use the eight-step Formula.
Step One: Introduce the conversation.
“Lisa, I want to talk about something I’ve noticed.”
Step Two: Share your motive for speaking.
“I probably should have said something a long time ago. I’m sorry I didn’t.”
Step Three: Describe the observed behavior.
“I’ve noticed that when you want to talk to me you stand at my door, waiting for a good time to interrupt. When you come into my office, you’re often in the middle of a thought or problem that you’ve probably been thinking about for a while.”
Steps Four and Six: Share the impact or result of the behavior and make a suggestion or request for what to do next time.
“Because I’m in the middle of something completely different, it takes me a few seconds to catch up. By the time I have, I’ve missed key points about your question and I have to ask you to start over. This isn’t a good use of either of our time.
“Here is my request: When I’m in my office working and you need something, knock and ask if it’s a good time. If it is, I’ll say yes. Give me a few seconds to finish whatever I’m working on, so I’m focused on you when we start talking. I’ll tell you when I’m ready. Then start at the beginning, giving me a little background, so I have some context. And if it isn’t a good time for me, I’ll tell you that and come find you as soon as I can.”
Step Five: Have some dialogue. Allow the recipient to say whatever she needs to say.
“What do you think?”
Step Seven: Agree on next steps.
“Okay, so next time you want to talk with me, you’re going to tap on the door and ask if it’s a good time to talk. If it’s not, I’ll tell you that and come find you as soon as I can. If it is a good time, you’re going to give me a second to finish whatever I’m working on and give me some background about the issue at hand. Does that work for you?”
We have just managed “the lingerer”—a challenge you probably have, unless you work from home or in a closet.
You may have noticed that I changed the order of the Feedback Formula during this conversation. It’s not the order of the conversation that’s important. It’s that you provide specific feedback, offer alternative actions, and have some dialogue before the conversation ends.
Summary: Good Feedback Is Specific, Succinct, and Direct.
Provided you have a trusting relationship with someone and have secured permission to give feedback, there is very little you can’t say in two minutes or less. The shorter and more direct the message, the easier it is to hear and act upon. Follow the eight-step Feedback Formula. Be empathetic and direct. Cite specific examples. Give the other person a chance to talk. Come to agreement about next steps. Remember, you do people a favor by being honest with them. People may not like what you have to say, but they will invariably thank you for being candid.
This week’s blog is an excerpt from my book How to Say Anything to Anyone: A Guide for Building Business Relationships That Really Work. I hope it helps you have the conversations you need to have! Be candid. You can do it!
My last few blog posts focused on giving feedback. The posts were designed to help managers get ready to write and deliver performance appraisals.
Giving feedback will always be hard. No one wants to hear that she isn’t doing a good job, thus no one wants to tell her. Part of the performance appraisal process is setting expectations for the next year. And asking for what you want, before problems happen, will always be easier than giving feedback.
If you’ve seen me speak or attended one of our training programs, you received a list of Candor Questions designed to eliminate the guessing at work. They may have been questions for leaders, managers, strengthening business relationships or managing careers. Regardless of which Candor Question Cards you received, the goal is the same. Ask more. Assume less.
The most frequent request I get is for feedback training. Managers tell me, “The communication in our company isn’t good. Can you help our managers and employees be more candid?” And I tell business leaders, “I teach people to be more comfortable giving feedback. But why start with something hard? Why not start by asking more questions and getting to know people better, which is much easier and will reduce the number of feedback conversations you need to have?”
When we know what people expect, we can give people what they need. We make fewer ‘mistakes’, requiring fewer feedback conversations. So start with what’s easy. Ask more questions.
Start with what I call Introductory Candor Questions:
- How do you like to receive information – email, voicemail or text message?
- Are you a detail-oriented or a big-picture person? How much information do you want to receive and in what format?
- What are your pet peeves at work? What would I do that would be frustrating, and I’d never know it?
Then move on to Candor Questions for Managers:
- What had you choose to work here, and what would make you question that decision?
- What kind of work do you love to do most? What kind of work do you like to do least?
- What do you wish I would start, stop, and continue doing?
You can download samples of our seven types of Candor Questions here.
People are not us and don’t do things the way we do. Don’t assume someone will create a report as you would, participate in a meeting as you would, or dress for an event as you would. Setting expectations before the event of what you want, gives them a chance to be successful.
Giving Feedback is Hard – Asking for What You Want is Easier. By Shari Harley.
The Feedback Formula:
1. Introduce the conversation so feedback recipients know what to expect.
2. Empathize so both the feedback provider and the recipient feel as comfortable as possible.
3. Describe the observed behavior so the recipient can picture a specific, recent example of what you’re referring to. The more specific you are, the less defensive he will be, and the more likely he’ll be to hear you and take corrective action.
4. Sharing the impact or result describes the consequences of the behavior. It’s what happened as a result of the person’s actions.
5. Having some dialogue gives both people a chance to speak and ensures that the conversation is not one-sided. Many feedback conversations are not conversations at all; they’re monologues. One person talks and the other person pretends to listen, while thinking what an idiot you are. Good feedback conversations are dialogues during which the recipient can ask questions, share his point of view, and explore next steps.
6. Make a suggestion or request so the recipient has another way to approach the situation or task in the future. Most feedback conversations tell the person what he did wrong and the impact of the behavior; only rarely do they offer an alternative. Give people the benefit of the doubt. If people knew a better way to do something, they would do it another way.
7. Building an agreement on next steps ensures there is a plan for what the person will do going forward. Too many feedback conversations do not result in behavior change. Agreeing on next steps creates accountability.
8. Say “Thank you” to create closure and to express appreciation for the recipient’s willingness to have a difficult conversation.
If you’re giving more than one piece of feedback during a conversation, address each issue individually. For example, if you need to tell someone that she needs to arrive on time and also check her work for errors, first go through the eight steps in the formula to address lateness. When you’ve discussed an agreement of next steps about being on time, go back to step one and address the errors. But talk about one issue at a time so the person clearly understands what she’s supposed to do.
Here’s how a conversation could sound, using the eight-step Feedback Formula:
Step One: Introduce the conversation.
“John, I need to talk with you.”
Step Two: Empathize.
“This is a little awkward, and it may be uncomfortable. I want you to know that while I wish I didn’t have to tell you this, I’m doing it because I care about you and I want you to be successful.”
Just because you’re direct doesn’t mean you’re not empathetic. But remember, these are my words. You’ll need to find your own words that you feel comfortable using to deliver such a difficult message.
Step Three: Describe the observed behavior.
“John, I’ve noticed that you have an odor.”
Step Four: Share the impact or result of the behavior.
“I know this is a very awkward subject (more empathy). We work in a small space. I don’t want others to avoid working with you or say negative things about you. And as awkward as this is, I would rather you hear this from me than from someone else. Sometimes health conditions can cause certain odors, as can eating certain foods.”
Step Five: Have some dialogue. Ask the recipient for his perception of the situation.
“What are your thoughts?”
Give John time to say whatever he wishes to say.
Step Six: Make a suggestion or request for what to do next time.
“Again, I’m really sorry to have to tell you this. Please make sure you shower every day before coming to work and wash your clothes regularly. And please tell me if there’s something else you’d like me to know.”
Because of the awkwardness of this subject, skip step seven, and go to step eight.
“Thank you for being willing to have this conversation with me.”
You Can Say More Than You Think You Can
You might be gasping, thinking there is no way you could ever tell someone he smells. It’s definitely an awkward conversation, one I hope you never have to have. I used one of the most difficult things you will ever have to say to demonstrate that even the most awkward feedback can be delivered empathetically and quickly.
The short and concise body-odor conversation is a lot less uncomfortable for the recipient than the drawn-out, evasive first version. Just think, would you rather listen to someone tell you that you smell for two minutes or for twenty?
You may also think, “I shouldn’t have to tell someone to take a shower and wash their clothes.” That’s true, you shouldn’t. But if you’re working with someone who doesn’t do these things, clearly someone needs to tell him. Remember, other people are not you and don’t do things the way you do, even when those things appear to be no-brainer basics.
Lastly, you may think that telling someone to shower and wash his clothes is insulting and demeaning. It’s true: No matter how you spin it, there’s nothing nice about this message. But which is worse, having your coworkers ask for different desks and be unwilling to work with you, or having someone who has your best interests at heart tell you privately to clean it up—quite literally? When you tell people the truth, you do them a favor.
Here’s another example: A few years ago I had a coworker who was a lingerer. Lisa would hover outside my office until she saw an opportunity to interrupt. She then walked in uninvited and started talking. I was still mid-thought about whatever I’d been working on and wasn’t ready to listen. After a few sentences, I would interrupt Lisa, saying, “I’m sorry. I don’t know what you’re talking about. Will you please start over?”
Embarrassing as it sounds, this went on for more than a year. I wanted to be seen as accessible and open, yet this “lingering” method of interrupting was driving me crazy. And it was a waste of both of our time. After many months of frustration, I decided to use the eight-step Formula.
Step One: Introduce the conversation.
“Lisa, I want to talk about something I’ve noticed.”
Step Two: Empathize.
“I probably should have said something a long time ago. I’m sorry I didn’t.”
Step Three: Describe the observed behavior.
“I’ve noticed that when you want to talk to me you stand at my door, waiting for a good time to interrupt. When you come into my office, you’re often in the middle of a thought or problem that you’ve probably been thinking about for a while.”
Steps Four and Six: Share the impact or result of the behavior and make a suggestion or request for what to do next time.
“Because I’m in the middle of something completely different, it takes me a few seconds to catch up. By the time I have, I’ve missed key points about your question and I have to ask you to start over. This isn’t a good use of either of our time.
“Here is my request: When I’m in my office working and you need something, knock and ask if it’s a good time. If it is, I’ll say yes. Give me a few seconds to finish whatever I’m working on, so I’m focused on you when we start talking. I’ll tell you when I’m ready. Then start at the beginning, giving me a little background, so I have some context. And if it isn’t a good time for me, I’ll tell you that and come find you as soon as I can.”
Step Five: Have some dialogue. Allow the recipient to say whatever she needs to say.
“What do you think?”
Step Seven: Agree on next steps.
“Okay, so next time you want to talk with me, you’re going to tap on the door and ask if it’s a good time to talk. If it’s not, I’ll tell you that and come find you as soon as I can. If it is a good time, you’re going to give me a second to finish whatever I’m working on and give me some background about the issue at hand. Does that work for you?”
We have just managed “the lingerer”—a challenge you probably have, unless you work from home or in a closet.
You may have noticed that I changed the order of the Feedback Formula during this conversation. It’s not the order of the conversation that’s important. It’s that you provide specific feedback, offer alternative actions, and have some dialogue before the conversation ends.
Summary: Good Feedback Is Specific, Succinct, and Direct.
Provided you have a trusting relationship with someone and have secured permission to give feedback, there is very little you can’t say in two minutes or less. The shorter and more direct the message, the easier it is to hear and act upon. Follow the eight-step Feedback Formula. Be empathetic and direct. Cite specific examples. Give the other person a chance to talk. Come to agreement about next steps. Remember, you do people a favor by being honest with them. People may not like what you have to say, but they will invariably thank you for being candid.
This week’s blog is an excerpt from my book How to Say Anything to Anyone: A Guide for Building Business Relationships That Really Work. I hope it helps you have the conversations you need to have! Be candid. You can do it!
