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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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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Leadership fail: Micromanagement

I posted a poll on my blog for about three weeks. I asked the question: Which type of manager is the worst? 80% of people said that a micromanager is the worst type of manager.

Essentially, people would rather have a manager who was totally hands-off and a manager who is not personable or approachable. So what’s so bad about a micromanager and how do leaders avoid micromanagement?

Micromanagers are annoying.

To employees, it feels like micromanagers are nagging them. Micromanagers are constantly asking for progress reports and telling employees how they should do every little thing.

What should a leader do instead?

Ask, listen, and coach. If you ask your employee how things are going, listen to what they have to say. Don’t jump to conclusions and start telling them how to do something. Then, if they need help, offer suggestions and guidance but don’t solve their problems for them. Help them solve it themselves. Give them time to try before asking them for an update again.

Micromanagers are hurtful.

Micromanagers ask employees to do something and then turn around and tell the employees how to do it or do it for them. This makes employees feel that they are not trusted or competent, which can be very hurtful especially if it’s not true.

What should a leader do instead?

Trust your employees! Provide them the resources and then hold them accountable for accomplishing the assignment. It really is that simple. Surprise your employees by trusting them and they might just surprise you by doing a great job!

Micromanagers are harmful to team morale.

Micromanagers focus too much on managing the work that they forget to lead their people, which will quickly diminish morale. Micromanaging people also makes it feel like you think you’re the only one who knows how to do something and that you’re not part of a team working together.

What should a leader do instead?

Allow people to contribute. Get to know your team and their strengths and areas they want to grow. Then, utilize that information to make appropriate assignments. If everyone contributes to the cause, they will begin to feel like a team again. Avoid creating the me vs. them culture.

Realizing you’re a micromanager is the first step. Being proactive in changing your micromanagement tendencies is more difficult but will put you on the road to becoming a better leader.

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