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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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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