Easy Strategies for Effective Performance Reviews

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Delivering bad news or pointing out maladaptive habits isn’t easy, even if you think the employee may have an idea of what’s coming. Assuming you’re both on the same side of the table sharing a common goal can make difficult conversations easier.

Your job is to ask good questions, to find ways to help your key employees identify what’s working well, where they want to go in their careers, which skills they might like to pursue, etc. Your questions are designed to facilitate buy in, give them an opportunity to critique their own performance and to offer information first. Your questions also give you better information to develop a strategic approach to the next phase of the conversation.

The questions below are worded for an annual review: (You can, of course, tweak the time line if it’s different). We recommend reviews much more often to keep tabs on how your team members are feeling and what they’re thinking.

Usually, you’d give these questions in advance so there’s time for them to think about them and write out answers.

1) What professional accomplishments of yours do we need to remember from last year?  Please include items that might not have been noticed.

2) Were there professional skills you were able to improve on last year?  Did you receive training or help from any member of the team?  Again, please be as specific as possible.  What skills do you want to work on this year?

3) Were there projects or tasks that you had the freedom and responsibility to do in the way you thought best?  Please think of both ongoing and one-time projects you did and describe how much independence, if any, that you had.

4) What do you do well professionally, enjoy doing, do easily, get compliments on, etc.?  I’d be particularly interested in things you do well that I don’t know about.

5) Are there things about your work that give you real pleasure or make you feel you’re making a difference?

6) What could I be asking that seems important for your success here?

The answers are important, but building a process of open, corrective conversations with your employees is just as important. And slowing down to listen to their struggles and goals is the only way to create effective plans for future growth.

Is Your Life Working Well?

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We think about Return on Investment (ROI) only in the context of money and profit, but I want to encourage you to consider investing time to assure your future will generate the happiness you want.  Is your life working for you?  Could it use a small tweak to work optimally, or does it need more? I want to touch on some things to think about when you are considering a transition. Read on!

I’ve discussed transitions, one of my favorite topics, in previous posts. The question of what you’re going to do in the next phase of your life trips many people up. We often assume we know what will make us happy, but discover almost too late that happiness is still elusive.

Research and experience show that happiness comes to each of us in a number of flavors, some of which melt rather quickly. It may help to consider what flavor or level of happiness you want to put your effort into pursuing. You have options whether you’re looking at a career change, thinking of adding an avocation or hobby, or searching for a complete makeover.

Positive psychologists—those professionals who look at strengths and successes—talk about three phases of happiness: pleasure, engagement (or flow), and meaning.

Pleasure

This is the simply feeling good part of happiness—going to the beach, taking a trip, trying a new restaurant, buying a new piece of clothing or car, watching the sunset, and so on. If you are working really hard now and contemplating cutting back, time for more of those pleasure moments may be enough— a chance to relax and take a break from any responsibilities.

Engagement

To many people’s surprise, even really great pleasure of the first kind gets old after a while. Boredom, restlessness, or loneliness usually begins to creep in. That’s when you may realize you need the second level of happiness, engagement—something you can sink your teeth into a bit. Maybe study the piano, plan a garden, join a Makers group, start playing golf again, pick up a hobby, study a language—i.e. engagement with other people or activities that are personally interesting, or that matter to you.

Meaning

Some of us will get hungry for something even bigger—creating a legacy or just wanting to give back. This can happen throughout our lives; for some of us, the need increases as we cut back our money making activities. We want to give back—to offer our talents, services, energy to those who can use it. We seek meaning— a feeling of having a larger purpose and contributing something to others and to society.

Any transition is likely to be more satisfying if you’ve set your sights on the level of happiness that will give you the type of pleasure you’re looking for. Here are a few steps to play with to get you started:

Think about how to create possibilities for yourself

If you know what you want, think about ways to get support to begin creating it.

If you’re feeling restless to make a change, but don’t know what direction to go in, try something. Try and then adjust as you learn. It’s better than standing still in frustration or confusion.

Research is one form of action—get online, interview people who are doing “it,” read books about transition or happiness, ask a coach.

Plan a goal and some details

Whether you’re still working, working part time or almost retired, plan! We often can’t wait to get “there.” But once we reach our goal, we face a blank slate and a “What now?” vacuum that is very uncomfortable. Begin to plan some of the details now.

Think about how to make your life richer and more resilient with a diversified life portfolio—different areas of happiness so that one or more will continue to be viable and interesting. What would a satisfying day to day life look like? Would it have social connections, exercise, learning opportunities, giving to the community and family? What else?

Either way, please take the time to make the changes that will make a big difference in your life—at work and at home.

Lately so many clients have been looking for assistance with a transition in their lives that I want to announce that I will be facilitating a group on making a transition in your life. My “What’s Next” group will help you think more clearly about the what, when and how of making a major transition in your work or personal life.