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The Annual Performance Review and You

Jan 14, 2012 / On the Job / Trackback

It’s pos­si­ble com­pa­nies bid au dieu to each year with pomp and cir­cum­stance, par­ties, gifts and good times, in an effort to ease the mid-January groan of man­agers and under­lings alike at the annual memo cir­cu­lated that it’s time for employee eval­u­a­tions. I have never met any­one who didn’t work for a per­for­mance con­sult­ing com­pany or per­for­mance appraisal soft­ware com­pany who actu­ally enjoys this event.

Man­agers hate it because it’s ‘extra work’ on top of an already har­ried agenda and they find it dif­fi­cult to be orig­i­nal writ­ing each year’s com­men­tary. If they man­age a team they find it dif­fi­cult to write unique con­tent for mul­ti­ple peo­ple doing the same type of job. They are typ­i­cally issued a time­line of events that man­dates what is due when — and they gen­er­ally pro­cras­ti­nate. I have yet to meet some­one who imme­di­ately rolls up their sleeves and digs in. They usu­ally have to worry about actu­ally remem­ber­ing what it is each employee did all year, how to very neatly fit each com­pe­tency mea­sured into a 1 to 5 scale of doesn’t meet, some­times meets, gen­er­ally meets, some­times exceeds or always exceeds expec­ta­tions. When cal­en­dar reminders start pop­ping up with due dates, they look for that dogeared book or web­site on annual per­for­mance review phrases — for help with how to say it.

Man­agers sit on the painful tip of the dou­ble edged sword of hav­ing to do reviews on oth­ers and being reviewed them­selves. It’s fair to say they take it in one end and give it out the other.

Most can­di­dates do not ask what the employee review process is like dur­ing the inter­view or job offer — much less ask about management’s infor­mal per­for­mance feed­back (hint, hint). If the com­pany doesn’t have a good process going on it can crush the rela­tion­ship, demo­ti­vate, trau­ma­tize and facil­i­tate a down­ward spi­ral right out the door. Think about com­pa­nies that have very high turnover and lots of Inter­net gripes from staff with alias names and ex-employees and I’ll wager those work envi­ron­ments A) are so toxic they would spin a Geiger Counter into delir­ium and B) do not have effec­tive (or any) processes in place for employee/employer feed­back, per­for­mance mea­sure­ment, review and coach­ing, pro­fes­sional devel­op­ment plan­ning, etc.

Open a new browser tab now and do a google image search for ‘annual per­for­mance review’ and look at all the car­toons and frowny faces amongst the thumbs up cli­part to see what I mean.

Whether you are a non-manager who is reviewed or a man­ager who sits on the sword, it’s impor­tant to man­age your man­ager so there are no sur­prises. If the orga­ni­za­tion you work for has no sys­tem (or a less than good one) in place for feed­back through­out the year, my sug­ges­tion is that you do it for your­self. Because while I would like to see the annual review die a hun­dred deaths in favor of year-round mature, open dia­log about the path to goal attain­ment — I can’t fix your bad CEO unless (s)he calls me.

Here’s an easy effec­tive way to do it.

A few years ago, Gallup, a com­pany that has stud­ied human nature and behav­ior for more than 75 years, achieved the cre­ation of some­thing called Q12. Though it sounds rather James Bondish, it’s actu­ally a list of 12 ques­tions that have become the stan­dard for e-sat (employee sat­is­fac­tions) sur­veys. If you work for a com­pany with a robust HR depart­ment you may have taken one of them. Though some­times com­pa­nies reword the ques­tions to make them look like their own, they’re just the Q12 in dis­guise. Hor­rors if the com­pany is leav­ing out some because they don’t want to know the answer or think they are not impor­tant — and dou­ble hor­rors if they do these sur­veys and then just put the results in a file cabinet.

What does an employee sat­is­fac­tion sur­vey have to do with how I’m doing on the job, you might be think­ing? The well paid social sci­en­tists who work for alpha­bet agen­cies who want to develop employee mind con­trol appli­ca­tions (kind of kid­ding) work to help com­pa­nies ensure they have a healthy pro­duc­tive work­force, know that employ­ees with high lev­els of job sat­is­fac­tion are more pro­duc­tive, more present, health­ier and there­fore, more pos­i­tively affect the cor­po­rate bot­tom line. The Q12 mea­sures this and can also help you under­stand if you are in the right job, in the right com­pany, have areas of oppor­tu­nity for your­self or for dis­cus­sion with your employer. If the answers to the ques­tions are very pos­i­tive, there is most likely excel­lent syn­ergy going on at work and it’s very likely you’ll receive at least a ‘meets expec­ta­tions’ on your per­for­mance review. If not… well, you have some seri­ous things to think and talk about with your manager.

The con­cept of no one exceeds expec­ta­tions is a rant for another day (some of you know VERY well what I’m talk­ing about).

Why hold your breath till you turn blue wait­ing for the swanky HR lady to pop this on you? Use it right now as a tool to help man­age your rela­tion­ship with your employer and your career.

The 12 Questions:

  • I know what is expected of me at work.
  • I have the mate­ri­als and equip­ment I need to do my work right.
  • At work, I have the oppor­tu­nity to do what I do best every day.
  • In the last seven days, I have received recog­ni­tion or praise for doing good work.
  • My super­vi­sor, or some­one at work, seems to care about me as a person.
  • There is some­one at work who encour­ages my development.
  • At work, my opin­ions seem to count.
  • The mis­sion or pur­pose of my orga­ni­za­tion makes me feel my job is important.
  • My asso­ciates or fel­low employ­ees are com­mit­ted to doing qual­ity work.
  • I have a best friend at work.
  • In the last six months, some­one at work has talked to me about my progress.
  • This last year, I have had oppor­tu­ni­ties at work to learn and grow.

These are yes / no answers. Be honest.

P.S. If you are a man­ager work­ing for a com­pany that doesn’t mea­sure employee sat­is­fac­tion you can use these ques­tions as topic starters with your staff at one-on-one meet­ings with you (You do do that, right?) and imme­di­ately bring this mat­ter to the atten­tion of the big cheese. If big cheese doesn’t want to imple­ment — I say run, and take your good employ­ees with you to a more employee-centric organization.



  • http://www.careersherpa.net career­sh­erpa

    Karla,
    These are such basic and great ques­tions!  I also like your sug­ges­tion to find out about the per­for­mance review process dur­ing the inter­view! Why would any employer keep that a secret any­way?! It could make or break someone’s deci­sion to join them! I would love to see a more open dia­logue and trans­parency of cor­po­rate cul­ture occur dur­ing the interview…perhaps you will help make that happen!

    I am so glad you shared these and your post in the Career Devel­op­ment Car­ni­val! 
    Thanks so much and I hope your 2012 is going great!

    • http://karlaporter.com/ Karla Porter

      career­sh­erpa — You are right, it would be great for com­pa­nies to become more can­di­date friendly dur­ing the court­ing process. I think some feel that putting can­di­dates through a lot of hoops and an obsta­cle course is an easy hands off weed­ing out process instead of want­ing to be help­ful! — such poor technique…

      I’m delighted to par­tic­i­pate in Career Devel­op­ment Car­ni­val (thanks to you and Lynn) and excited to read the other par­tic­i­pants’ posts. I’m so glad you stopped by and wish you con­tin­ued full-throttle energy and suc­cess through­out the year =).

  • Doug Her­tel

    Karla, great topic and timely, as many man­agers are now embark­ing on the annual effort to recap the accom­plish­ments of the last calendar/performance year.  You could write much more about this topic, but your point to con­nect per­for­mance feed­back with employee sat­is­fac­tion is very valid.  Lead­ers can make quite an impres­sion with this exercise!!

    • http://karlaporter.com/ Karla Porter

      Doug — You are so right, this is a topic with end­less pos­si­bil­i­ties for analy­sis and con­struc­tive dia­log. Next up is a post on how to man­age what ends up in your review so that it meets your expec­ta­tions. It’s all about CYA and the process not being one sided… oh, and set­ting up employ­ees for suc­cess not failure!


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