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.

Got Negative Feedback? Get A Second Opinion.

People get defensive when they receive negative feedback. It’s hard not to. Everyone wants to be seen as competent, and when we receive negative feedback, our competence is called into question, so we react.

There are several things you can do to reduce others’ defensiveness – ensure you have a trusting relationship and thus have earned the right to give feedback, watch your words, deliver feedback in a private setting, etc. But for today, I’m going to focus on getting a second opinion.

If you want people to be more receptive to your feedback, consider encouraging them to get a second, third, or fourth opinion. I’m a fan of casual 360-degree feedback – when we ask for feedback from people both inside and possibly outside our organization. Think of 360-degree feedback like an orange, it’s all the way around, like a sphere. When you get 360-degree feedback, you gather input from all the different types of people you interact with, thus getting a more comprehensive and accurate picture of performance. There are different types of 360-degree feedback. 360-degree feedback ranges from a formal, online, anonymous survey to casual conversations. In this instance, I’m suggesting something I call The Core Team.

I suggest everyone has a Core Team of three to five people who love you, know you well, and have your back. Most important is that you trust these people. Your Core Team may be personal or professional relationships or a mixture of both. You may have worked with Core Team members or not. What all Core Team members have in common is that they know you well, want what’s best for you, and will tell you the truth when asked.

My core team consists of a friend from high school, two people I used to work with, and my dad. When I get feedback that I’m having a hard time reconciling, I ask people on my Core Team to validate the feedback. It doesn’t matter if they’ve worked with me or not. I am who I am. I do the same annoying stuff in my personal and professional relationships. A personal Core Team member can provide valid, professional feedback. Sometimes they agree with the feedback I’ve been given and sometimes they don’t. But I always get compelling information to think about. And because I trust the people on my Core Team, I listen to what they have to say.

Don’t be disheartened if people don’t trust your feedback and aren’t receptive. Instead, see their resistance as human and encourage them to get a second opinion. And then talk again a week or a couple of weeks. Listening to and incorporating feedback is a process. It takes time, courage, and patience.