It’s performance review time: Tips for the dreaded self-evaluation

It’s performance review time – my favorite time of year…just kidding! It’s not really a fun time for anyone. Employees usually dread it. Managers hate the paperwork. Human Resources goes bananas because they have to sort through all of the reviews and their phones are constantly ringing with questions and concerns.

Plus, there’s been quite a lot of controversy about performance reviews. Thought leaders have been debating the value of performance reviews and whether or not we should even have them. While this debate continues, most organizations are still doing performance reviews.

As a Human Resources professional, I’ve coached a lot of managers on how to best deal with performance management and reviews. However, the people who usually don’t get much direction from Human Resources are the employees who are actually being evaluated.

There’s this thing called the self-evaluation that people often dread completing for their managers as part of the performance review process. Usually, they get submitted with nothing on them except a signature. Sometimes, there’s a joke written on it to see if anyone’s actually looking at it. Other times, people basically write what their job is rather than how they added value to a project or how they went above and beyond.

Here are some great tips that I’ve learned from being evaluated and from evaluating others (and reviewing their self-evaluations):

  • Make it a year-long task to save time in the end. Starting on the first day of your performance year, commit to completing your self-evaluation. As you accomplish things, receive positive feedback or meet goals, make a note of it on your self-evaluation (or your own document if you don’t have the actual form yet). You’ll save a lot of time in the end if you don’t wait until the year is over to try and remember or find things to put on your evaluation form.
  • Stop putting things on your self-evaluation that are simply your job duties. It always amazes me when I see this on self-evaluations: “I’m always on time to work.” Well, it is part of your job to arrive on time! Your manager and Human Resources both know what your job is already. You don’t have to tell them again.
  • Go ahead and brag. It’s okay to talk yourself up if you’ve accomplished a lot. Structure your thoughts though. What did you accomplish? What was the impact of what you accomplished on your team or the organization? In other words, what value did it provide to the overall goal or mission?
  • After you brag about yourself, talk about some of the areas you would like to improve in. If you don’t tell your manager this, they won’t help you get better.
  • Document the status of your goals. Did you have goals for the year? Did you meet them? Perhaps, you even exceeded them. Either way, document this. If you did not meet a goal, explain the reason, the obstacles and the plan to complete it within a specific timeframe.
  • Be real. Be honest about what you put on your self-evaluation and write it with a genuine tone/voice. Don’t try to make bad things sound good or good things sound better. Also, don’t diminish the value of something great because you’re modest.
  • During your review, talk to your manager about what you put in your self-evaluation. Have a conversation about what you’re proud of and what you would like the two of you to work on next year.

These tips will help you complete your self-evaluation and hopefully, find value in it so that it’s not just paperwork that you have to complete every year. These tips should help the performance review process become more meaningful and less dreaded for both you and your manager. As I always tell people I mentor, “The first step to improving ourselves is to engage in constant self-reflection. Make it a habit, part of your everyday.”

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Don’t wait until you need a job to update your resume

You wouldn’t wait until you’re completely dehydrated to drink water, right? Well, if you did, you would know that it’s not the best idea and doesn’t feel very good. It’s better to stay hydrated and drink enough water every day.

The same goes for updating your resume. If you wait until you need a job, you might find that you’re in more of a panic. You can’t remember everything you’ve done and you’re likely going to write your resume from a different perspective when you’re looking for a job versus when you already have one.

Here are some suggestions of what you should be updating on your resume even when you’re not looking for a job:

  • Update your demographics and contact information – phone number, email address and education.
  • Regularly, update the details of your job. Add new projects, responsibilities and accomplishments.
  • Add new certifications or licenses you’ve received.
  • Add new memberships to professional organizations.
  • Add new skills.
  • Update your volunteer experiences.
  • Change up your layout. Giving your resume a new look and feel can go a long way to making it stand out. Take the time to do this when you’re not under pressure to find a job.

Taking these steps when you’re happily employed will pay off in the long run. Update your resume when the content is fresh in your mind. If you ever decide that it’s time to move on or if you ever fall into the unfortunate situation of having to find a new job, you’ll be ready to do so.

Additionally, an updated resume may come into handy for reasons other than finding a new job in another company:

  • If there’s another position or promotional opportunity within your organization, you’ll probably still need to submit a resume.
  • If you’re looking for volunteer opportunities, nonprofits may ask for your resume.
  • If you’re networking, you may want to share your resume.
  • If you’re ever looking to sit on a board for a nonprofit, you may also have to submit a resume.
  • If you’re ever recruiting for positions, candidates will be looking at your LinkedIn profile as much as you are looking at theirs.
  • If you ever plan to go back to school or apply for a scholarship, you may need to submit a resume.

It’s a time commitment to keep your resume updated but it’s an investment worth making for future success. It will also save you a lot of time when it matters most. Don’t wait until you need a job to update your resume!

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Want employees to step up? Make them a plate to step up to!

Why do so many leaders throw out the word “accountability” as if it’s magical and will just make people successful? Trust me, I believe 100% in holding people accountable. In fact, I write about it, talk about it and live it out every day in my work.

The wake up call, however, is that accountability is not something that just happens. We can’t just tell people what to do and then punish them if they don’t do it. “Do this, or else…” and “My way or the highway.” are threats, not forms of accountability.

Accountability is nothing without proper training, guidance, support, development, assistance, patience and leadership. Managers tend to focus so much on “what” they need to hold their staff accountable for that they often forget “how” to actually accomplish such a thing. They forget that if they want employees to step up to the plate, they need to give the employee a plate to step up to.

When I say “a plate to step up to,” I don’t necessarily mean that there needs to be a promotional opportunity or financial incentive. I mean that we need to give people a reason to step up. We need to motivate people if we want to succeed as leaders.

The years of 30, 40 and 50 year service pins are gone. Employees are going to have more choices than ever before when it comes to jobs. With an overwhelming amount of job boards at their fingertips and websites such as Glassdoor, the future of job-seeking is going to look more like job shopping. The ball is now in the jobseekers’ court, not the employers’ court.

As organizational leaders, we need to find ways to get the most out of our people and give the most back to them. Our jobs are harder than ever but if we do it right, our hard work will pay off. We need to personalize our relationships with each employee so we know what motivates them to step up to the plate and do their best work. Then, we need to create that plate for them and help them step up to it.

I used to shop at Express simply because I liked their clothes and well, that’s all it used to take to gain my business. If I liked your product, I bought it. They’ve never provided poor customer service. Their staff is as friendly as the next store but I stopped shopping there. Why? I found something better!

I went into a White House Black Market one day and who would have known but the experience changed my life…or at least my shopping experiences. Their clothes were no better than Express, in my opinion. An associate approached me, not to see if I needed any help, which is the question most store associates ask. “Do you need any help?” is a yes or no question. At White House Black Market, they asked me what I was looking for today and how they can help me get what I’m looking for. They made me think. I had to come up with the reason I was there, a goal.

I needed some new work clothes. The associate spent about five minutes walking around the store with me seeing what I picked out. She was checking out my taste in style, my size, my color choices, etc. She then said to me, “I’m going to take what you’ve picked out and start a fitting room for you. Then, while you try these on, I’m going to continue shopping for you. I’ll have more outfits ready when you’re done with what you’ve already picked out. We’ll keep trying until you have what you need.” I had a personal shopper! Coolest thing ever and it was free! Her picks were spot on with my taste!

That’s personalization, if I’ve ever seen it! Why not do the same thing with that “plate” we need our employees to step up to? Whether you like it or not and whether you believe it or not, employees are constantly shopping for jobs. Even if they are not actively seeking a job, people are dangling job postings, interview appointments and job offers in their faces constantly – LinkedIn InMail, position advertisements on every website, email alerts from Indeed, conferences and other networking events.

If we don’t personalize that “plate” that we expect our employees to step up to, we’re going to lose them and that accountability you were trying to force on them is completely irrelevant. Talk to your staff, find out what makes them tick and use that to create motivation and build accountability.

To most leaders’ surprise, employees actually appreciate accountability. They want to set goals with you and be motivated to meet them. They won’t do those things though if you’re micromanaging them, providing a negative work environment for them and giving them unrealistic expectations to work with.

What does each of your employees’ “plates” look like? Does it have money on it? Is there a career development plan on it? Does it have a learning opportunity on it? Is there some recognition or reward on it? Does it have a touching story on it? Maybe, there’s just a big smile and nice pat on the back waiting for them on the “plate,” and that might just be enough for them to step up.

Remember, though, that fair is not always equal. Motivation comes in all different shapes, sizes and methods. Either way, it has to be personal and mean something to the person you’re trying to motivate, the person you’re trying to get to step up. If that plate doesn’t have what they’re looking for, they won’t step up; they’ll step away to find a different plate to step up to.

So, are you serving up a plate of motivation?

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Your choice: Peer to fear or peer to pioneer?

So, you’ve been promoted. Congratulations, you’re now in charge of your peers and possibly, your friends!

Don’t panic! Here’s a recommendation you can follow to be successful. I call it the LASH OUT solution.

Layout expectations for everyone.

If you outline your expectations to your entire team, including your friends, everyone will know what they need to do. Be very clear about what results need to be produced.

In addition to the work, successful leaders define expectations for their teams related to people skills and team behaviors. Tell your team the kind of leader you’re willing to be and make clear what your expectations are of them, individually and as a team.

Avoid favoritism.

Don’t treat your friends better than everyone else. This sounds simple but it’s actually very difficult to do consistently. People are often afraid of breaking friendships if they don’t give their friends special treatment. As my mother would say, if they don’t want to be your friend for doing the right thing, they’re not good friends to begin with.

Now, I’m not a believer that you cannot keep your friendships or build new ones with team members. However, leaders need to constantly remind themselves of the line between friendship and leadership. Don’t let your friends on the team get away with doing less work, producing lower quality results or misbehaving. You’re only hurting yourself if you play favorites. Plus, it makes you lose credibility.

Spread the love.

Did you used to go out to eat or enjoy happy hour with some of the employees you now lead? No one’s asking you to stop but you might want to consider inviting the rest of the team sometimes or doing these same things with rest of your team members. If you can include everyone in the activities that build personal relationships, you may end up with a really awesome team who not only enjoys working together but genuinely enjoys each other.

Hold your entire staff accountable for team and individual goals and behaviors.

Remember when we talked about expectations? Don’t just set them. Hold people accountable for them. If someone on your team needs coaching, even if it’s your friend, coach them. Communicate to them that you want to help but that you also have expectations of them.

The goal is to get the most out of your team so that you can lead change, create positive results and make a difference together.

Opt out of all the gossip.

The days of water cooler chat are over when you’re promoted to a leadership position. Don’t allow yourself to get caught up in the gossip. Not that it’s okay for your employees to be gossiping but when you’re a leader, you need to be the one who sets the example.

Understand your employees.

Get to know everyone on your team, not just your friends. Learn about what they like, what motivates them and what frustrates them. Use what you learn to personalize your leadership to each person. Just like people learn differently, people also respond to leadership styles differently. Adapt as necessary. Leaders must be nimble.

Take time outs.

You can disagree all you want but you are never too busy to take a time out. Time outs are for reflecting and re-energizing, Take time outs often to think about the things you can do differently to lead your team successfully and to get motivated to do them.

Use this LASH OUT model to ensure a successful transition from peer to leader. Ultimately, it’s your choice. Do you want to go from peer to fear or peer to pioneer? LASH OUT and pioneer change and great ideas!

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Growth doesn’t always happen through upward movement

That’s right, growth doesn’t always happen through upward movement. In fact, To grow, sometimes you have to move laterally or maybe even downwards. Sometimes, you also have to standstill for a while because there’s more to learn where you are.

I’ve seen Directors move back to a staff-level position before becoming VPs of large organizations. It’s not always about the title or hierarchy; sometimes, a job or department or even an organization just is not a good fit and that’s okay. Moving to a lower position in a department or organization that allows for more growth is better than staying at a higher position where there is no growth or learning.

So, what do you do if you want to grow? Growth is about learning, grasping new opportunities and finding ways to improve yourself. When it comes to career growth, here are three tips I’ve learned from experience:

  • Get yourself a mentor. Find someone who can guide you in the right direction. Having a mentor in your organization can truly be one of the best things for your career. Your mentor does not have to be your boss or even someone from your department, for that matter. For me, I was able to find my mentor in a VP that I rarely work with directly but has grown herself in a way that I admire. Plus she’s willing to put in the time and effort to help and advise me, and that’s the first characteristic of a great mentor.
  • Develop a “can-do” attitude. Attitude goes a long way these days. It doesn’t matter what industry, job or organization you work in, the workplace is becoming a busier place everyday. Technology and society have made it possible to do more with less. Sometimes, it can feel like everyone is “too busy” or that nothing is “their job.” If you’re willing to do whatever it takes for the team, no matter how big or how small, you will build stronger relationships that will help you grow your career. In such an individualistic society, it can be refreshing to have a collectivist mindset.
  • Push yourself out of your comfort zone and try new things. Don’t just stay in a job because you know how to do it. If you’re not being challenged, you’re probably not in a job that is going to help advance your career. If you’re looking for new job opportunities, don’t just look for ones that are directly aligned with your experiences or your degree. If there’s a great opportunity to learn something different, whether it’s a whole new job or just a new project/assignment, take it and diversify your skills. Trying new things, gaining different skills and taking every opportunity to learn will help you build your value proposition.

If you’re scared of doing any of the things listed, ask for guidance. If you don’t have someone to ask, go online. For example, LinkedIn Groups and Twitter chats are great places to connect with fellow professionals that are ready and willing to give you great advice on how to learn and grow.

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