performance reviews anna r smith december 2009

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Performance Reviews Performance Reviews December 2009 Copyright © 2009. Anna R. Smith. All Rights Reserved

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Anna Smith reviews the key components of a successful performance review.

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Page 1: Performance Reviews   Anna R Smith   December 2009

Performance ReviewsPerformance ReviewsDecember 2009

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 2: Performance Reviews   Anna R Smith   December 2009

Welcome and IntroductionWelcome and Introduction

About MeWhy Performance Reviews MatterTypes of ReviewsWhich is right for your organization?

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 3: Performance Reviews   Anna R Smith   December 2009

Why Performance Reviews?Why Performance Reviews?

7 Hidden Reasons Employees Leave by Leigh Branham with the cooperation of the Saratoga Institute.

So why do employees leave? ◦12% stated money◦Outside of money, and excluding benefits,

every other reason listed could have been addressed in Performance Feedback.

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 4: Performance Reviews   Anna R Smith   December 2009

Topic OneTopic One

Explain this topicGive an exampleProvide an exercise to reinforce learning

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 5: Performance Reviews   Anna R Smith   December 2009

Why Performance Reviews?Why Performance Reviews?

Purpose: examine performance and how it can be improved: coach, not judge

Salary increase is not the “sole purpose” – but it now dominates thinking of both supervisor & employee

New trend: salary addressed separately, focusing on performance

Employees should find the Performance Review motivating

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 6: Performance Reviews   Anna R Smith   December 2009

Why Performance Reviews?Why Performance Reviews?

Inaccurate Performance Review + Pay Increase = Decreased Motivation

Inaccurate Performance Review + No Pay Increase = Decreased Motivation

No Performance Review + No Pay Increase = Decreased Motivation

No Performance Review + Pay Increase = Decreased Motivation

Accurate Performance Review + Pay Increase = Motivation

Accurate Performance Review + No Pay Increase = Motivation

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 7: Performance Reviews   Anna R Smith   December 2009

Why Performance Reviews?Why Performance Reviews?

Best Practice: instill constant feedback into the culture of your organization!

Feedback should be:◦Immediate◦Constant

Annual reviews are not enough◦Brief semi-formal meetings recommended◦Can be very informal

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 8: Performance Reviews   Anna R Smith   December 2009

Types of ReviewsTypes of Reviews

Types of Reviews:◦ Check the box (rating system)◦ The most common type

Excellent – 5 pts Good – 4 pts Acceptable – 3 pts Fair – 2 pts Poor – 1 pts

Quality of workQuantity of workDependabilityInitiativeOverall OutputAttendanceAttitudeCooperation

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 9: Performance Reviews   Anna R Smith   December 2009

Types of ReviewsTypes of Reviews

Loaded with problems:◦Central tendency: “just give them avg on

everything”◦Halo Effect: good at one thing, so they rate

everything high◦Personal biases: managers are human◦Latest behavior dominant

To fix:◦Coach your managers: Training◦Consider using more than annually & avg

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 10: Performance Reviews   Anna R Smith   December 2009

Types of ReviewsTypes of Reviews

Results-based evaluations◦Goal oriented◦Can use a scale or leave at open ended results

Results ExpectedKey Results Area #1:

Prepare payroll 5 business days before paydayResults Achieved: ______________________

Results ExpectedKey Results Area #2:

Study & report a new performance review systemResults Achieved: ______________________

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 11: Performance Reviews   Anna R Smith   December 2009

Types of ReviewsTypes of Reviews

◦Collaborative Reviews Can be used no matter the type of form Avoids supervisor bias Well rounded review Collaborators must agree on the final review/score/results

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 12: Performance Reviews   Anna R Smith   December 2009

Types of ReviewsTypes of Reviews

◦Self Review Appraise one’s own work Better discussion Allows employee to identify career path goals, desired training

Makes next goals more realistic

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 13: Performance Reviews   Anna R Smith   December 2009

Types of ReviewsTypes of Reviews

Become an organization of constant feedback!!!

360 Review◦Managers are reviewed (and top managers)

◦Managers are sometimes shocked at how they are perceived

Ground rules: Anonymous, limit # of people per executive

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 14: Performance Reviews   Anna R Smith   December 2009

Types of ReviewsTypes of Reviews

360 Drawbacks:◦Feelings get hurt◦Evaluators aren’t nice◦Upper management may not want it!◦Sample questions:

◦Manager provides regular feedback regarding my performance:

◦1(poor) 2 (needs improvement) 3 (average) 4 (very good) 5 (excellent)

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 15: Performance Reviews   Anna R Smith   December 2009

Sample ReviewSample Review

Sample Periodic Performance Feedback

Employee: Please do a self evaluation using this form prior to your scheduled performance feedback meeting.

Supervisor: To be performed no less than twice annually (Suggested June and December). Return original with signatures to HR.

Employee Name: Title: Date: Last Review Date:  

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 16: Performance Reviews   Anna R Smith   December 2009

Sample ReviewSample Review

Periodic Performance Feedback

Current Priority Projects:

1.) 

2.) 

3.) 

 

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 17: Performance Reviews   Anna R Smith   December 2009

Sample ReviewSample Review

Accomplishments Since Last Review  1.  

2.

3.  

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 18: Performance Reviews   Anna R Smith   December 2009

Sample ReviewSample Review

Employee’s Strengths  1.  

2.

3.  

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 19: Performance Reviews   Anna R Smith   December 2009

Sample ReviewSample Review

Taking Performance to the Next Level  1.  

2.

3.  

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 20: Performance Reviews   Anna R Smith   December 2009

Sample ReviewSample Review

Employee’s Desired Career Path 

Identify Training Needs

Next Review Date:

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 21: Performance Reviews   Anna R Smith   December 2009

ConclusionConclusion

Feedback is Important!!Create a culture of constant feedbackTry to keep salary a separate processUse the review that works for your org

◦Rated◦Results-based◦Collaborative◦360

Be a coach, not a judge

Copyright © 2009. Anna R. Smith. All Rights Reserved

Page 22: Performance Reviews   Anna R Smith   December 2009

ConclusionConclusion

Anna Smith◦[email protected]◦504.312.2941

Contact Tom Daly

Thank you!

Copyright © 2009. Anna R. Smith. All Rights Reserved