The Pulse of Performance

If you’ve read my blog before, you might get the sense that I am ready to scrap the traditional performance review. Your sense is correct.

My problem is not the “annual” part, it’s the entire foundation of the performance review. The traditional performance review process simply doesn’t fit our current work world, which lives in days, weeks and months, not years and where the traditional management hierarchy doesn’t exist and where teams get a hell of lot more done that a department, where employees work flex schedules and don’t meet face-to-face sometimes ever, and where our companies span time zones, countries and cultures.

Also, why are we doing performance reviews? Are we doing them because that’s what we’ve always done? Are we doing them because we believe people want feedback on their performance? Are we doing them to reward high performers? Are we doing them to tie compensation with merit?

I would argue that companies should still have some mechanism to provide feedback to employees; however, the whole traditional review process should be thrown in the garbage and replaced with something that actually aligns to the work world of the 21st century.

If I worked with an unlimited HR budget and a leadership team willing to give it a try, I would initiate a performance pulse check. This pulse check would be much like the pop-up you get on a website after you make a purchase or engage in a customer service exchange that asks you to rate your experience with emoticons and asks for comments. Something like this:

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Both Employees and Managers would have the ability to request feedback by sending a quick pulse check. Employees could request feedback from anyone including their manager, project manager, team lead, peers or customers at any time and get on-demand feedback. Managers could schedule routine pulse checks, for example, monthly, quarterly or at the conclusion of a major project. Further, the manager could submit requests for feedback from anyone that interacts with his or her employee from peers, to other managers to external clients.

The application could include required or optional prompts to provide commentary and not just a rating if someone chose a poor or exceptional rating. Or, lay a roadmap to provide further ratings on other specific criteria or core competencies such as results deliverability, communication, negotiation skills, responsiveness, etc…

With the ability to give feedback in a wink of an eye, the assumption here is that more people would be willing to do so. The instantaneous feedback also provides more relevant data to the employee to act upon- the employee will know almost immediately whether a course correction is needed or to keep up the great work.

Over time, this data paints a picture of the employee’s performance trends which his or her manager can take specific action on. From the collection of feedback from multiple sources, the managers can determine key talent ripe for succession plans and also where training needs are essential for improved performance.

This should be the current and  the future of performance evaluations.

 

 

Common Mistakes Managers Make on Performance Reviews

It is a rare phenomenon in HR to see a performance evaluation from a manager that even meets our expectations let alone exceeds them. Here are a sampling of a few common mistakes I see on the regular:

  1. The manager uses the annual performance review to rake an employee over the coals for his or her entire prior year’s performance. It is NOT okay to use the annual performance review to tell the employee they’ve sucked all year. As a manager, why would you endure that? Think of all of the lost productivity and pissed off coworkers. If you wait a year to tell someone they’ve not performed to your expectations, guess what, it’s not their fault, its yours for not having the spine to confront it sooner.
  2. Failure to clearly communicate expectations and objectives of the position. Granted, this discussion should be happening within the first week of a new hire’s onboarding with the company and should also be reiterated during ongoing performance discussions. This exact thing is the reason you see employee’s rating themselves as exceeds expectations, while the manager is left scratching his head wondering how the hell his employee could lack such self-awareness. In the absence of this information, an employee will always default to what they believe are the expectations and objectives and perform accordingly. Duh.
  3. Failure to keep any documentation from the review period to look back to. And thus rely on memory. An HR professional can always tell by a manager’s vague and sweeping statements in a performance review that he or she has no fucking clue what his or her employee accomplished all year. You know what also gets forgotten when only memory is relied upon? An employees’ weaknesses, fails,  and areas of opportunity. Fast forward to 3 months later when Mr. Manager is in HR’s office  complaining about his employee’s performance issues. HR pulls the performance review and lo and behold nothing has been indicated on the evaluation, but Mr. Manager insists this has been happening for months or years. Sorry, Mr. Manager, your documentation does not back up your accusation. Discipline and termination are going to be pretty difficult to justify.
  4. Never awarding an employee anything other than a “Meets Expectations” although his of her performance clearly goes above and beyond. This is a great way to actively disengage your employee, reduce his or her productivity and send your employee to the next job offer that is extended. If your employee is killin’ it at work- give them the props they deserve. An “Exceeds Expectations” should never be elusive but it should be reserved for the rare but deserving “A”-game employees.

But to the HR folk who see the above on a routine basis, I would ask what they are doing in their respective organizations to fix it. Rampant crap reviews are more indicative of poor training and unclear managerial expectations than they are any single manager’s fault. HR- get your shit together, and start whipping those managers into performance review ninjas.

9 Do’s and Don’ts to Completing Your Self-Evaluation

Once or twice a year many companies undergo a formal performance review process. On average, most companies ask for their employees feedback by way of a self-evaluation. Most employees exude an audible groan, give it a cursory overview and write down the same garbage year after year.

As much as I don’t totally agree with the standard annual review process or the 360 review process on principle, I totally support the notion that an employee is his or her own best advocate. And if you are given the opportunity to speak for yourself, absolutely take it seriously and follow these do’s and don’ts.

Do keep a  running diary or file  ALL YEAR ROUND of all of your work accomplishments, projects completed, client accolades, awards, educational achievements and peer praise. Also, keep notes on areas you made mistakes, encountered the issue again and improved.

Don’t blow off the process by not writing anything or digging up last year’s review and re-writing the same things. This is a signal to your boss that you are not taking the process seriously. Why would your manager bother with putting any effort into your review or development, if you do not bother yourself.

Do provide concrete and clear examples of the competencies you have demonstrated over the course of the review period. For example, if your company prizes efficiency, provide an example of the time you identified a redundant process inside a workflow, brought it to the attention of management, and how the elimination of that process resulted in less time taken to complete the process.

Don’t sell yourself short. Provide any and all examples of your work accomplishments, do not make judgement calls on the level of impact to the business or department. Your role and your performance have a purpose to the company, otherwise the job wouldn’t exist.

Do provide areas that you may have failed in or areas of improvement. You should be the first one to bring this up, not your manager. It shows you have self-awareness and that’s important.

Don’t rate yourself as a “Meets Expectations” or “Average” on all rating categories. This is called Central Tendency Bias and highlights our human propensity for avoiding extreme categories. But this is just lazy, don’t do that.

Do review your performance reviews from prior years so that you can identify areas that you have improved upon over time. If you don’t have copies, ask your manager or HR.

Don’t forget to address your work goals. The review process is about the past but should also provide some direction for the future. Be the first to write down a few goals that you would like to address with your manager during the performance discussion.

Do proof-read your self-evaluation for grammar, spelling and content before you turn it into your manager.

Great Leaders Possess 7 Things.

Leaders are born, not made. That’s why there are so few.

Beyond the knowledge, beyond the education, beyond the certifications, great leaders exhibit what are known as soft skills. Soft skills, according to Wikipedia, are a, “combination of interpersonal people skills, social skills, communication skills, character traits, attitudes, career attributes and emotional intelligence quotient (EQ) among others”. I further argue that soft skills are more nature than nurture, either you have them or you don’t. In most circumstances, since humans are who we are, these particular soft skills can’t be trained, mentored or developed.

Soft Skill #1: They Listen More than They Speak. A higher power gave you two ears and one mouth for a reason. Great leaders practice active listening. They do not bring smart phones into the room, they do not multitask by attending meetings with their mobile device or laptop, they do not get caught up in distractions or side arguments. Great leaders focus with attention on the other party, they listen,  they filter the message, repeat the message and affirm it.

Soft Skill #2: They know in what ways they suck. And surround themselves with people who do not suck in those areas. In other words, great leaders know they are not perfect, they know what areas they excel in and work very hard to excel in them. They also know what their weaknesses are. And instead of exhausting precious time and energy on the futile task of turning weaknesses into strengths, great leaders befriend others with complimentary strengths and learn from them. Further, great leaders are okay with sharing power so they have no issue delegating authority.

Soft Skill #3: They inspire through the art of story telling. Great leaders have a vision, and instead of coldly outlining their plan in bullet points, outlining objectives in a Powerpoint presentation, great leaders craft a story. Stories are the vision of the leader come to life, with emotion and color. Leaders know that the audience will find a connection in that story that relates them to the vision inspiring their employees with a purpose.

Soft Skill #4: Leaders do not define conflict negatively. Great leaders are ok when another disagrees with them, great leaders invite dissent. Great leaders do not let the vein in their forehead protrude when challenged, they do not pound their fist on the table and they do not harbor resentment. Great leaders, knowing they aren’t always right, ask for others’ positions and arguments, great leaders, per the aforementioned Soft Skill #1 listen, and great leaders consider this information when carefully weighing decisions.

Soft Skill #5: Great leaders understand they work for the people they lead. Not the company’s bottom line, not the shareholders, not the Board of Directors and not for their own personal worth and glory. Leaders obviously have some accountability to all of these parties, which while a heavy burden indeed, is also why they get paid the big bucks. Great leaders inherently know that taking care of their people will take care of the rest.

Soft Skill #6: Are human barometers. They can tell when the vibe of the room just isn’t right. They know when their people are stressed, conflicted, overworked, etc… because great leaders feel it. And they do something about it.

Soft Skill #7: Are comfortable taking the unpopular position when he of she knows it’s the right position. Great leaders also possess a stubborn wilfulness to march through the stream of bullshit detractors even risking their very jobs and livelihood to do so.

 

 

 

 

Five Tips for New Managers

Congratulations on your promotion to manager! You’ve earned this!

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But now what? If you are like most managers you have inherited a team of direct reports and have received zero instruction on what to do. Funny how when it comes to the most important asset of any company, its employees, companies fail each and every time to set our managers up for success. I think it is only the minority of companies who can boast of some awesome management training program.

Here are 5 Tips for setting yourself up as an outstanding manager of people:

  1. If you are a new manager, perhaps just recently promoted and now find yourself managing your peers this puts you in a tough spot. First thing, unfriend and dis-connect from your direct reports on social media including Facebook, Instagram and Twitter. The dynamics of your relationship have now changed. Believe me, you do not want to be privy to your team’s evening and weekend exploits. Knowing what your team members do “on the outside” will make it more difficult for you to manage and develop your staff members based on his or her performance, skills and abilities. You are only human,  and we are inherently biased to some degree and stuff you see on social media will impact your decision-making abilities. But don’t ignore those friendships either or pretend like you are too good now to take your team members to lunch and have some personal one-on-one time. An honest discussion between you and your direct report about how you both see the relationship changing will go a long way maintaining strong ties that also respect the manager-employee relationship.
  2. Do your homework. If HR or the Departmental Director does not provide you information on your employees, gather it and begin to create your own management files. As a new manager, you need to know your employee’s names, titles, previous supervisors, salary history and general job history with the company. Get their resume and any behavioral assessments that were completed. Obtain all available performance reviews and read them thoroughly, note any trends. If your employee has written performance goals or a training plan, know them forwards and backwards. Finally, speak with the former supervisors and/or HR to get a better understanding of the employee’s career history with the company. Your employees’ may be the technical subject matter experts of the department, but you need to be the subject matter of your team members.
  3. Build a relationship with your employee on DAY 1. Take your employees out for one-on-ones in a social setting with less pressure, such as lunch or coffee. Start a casual conversation, don’t jump in with questions like “So, where do you see yourself in a year from now?”, start with small talk. Get to know your employee, ask about their college experience, how they got into their industry or occupational field. Be careful not to ask questions that are considered discriminatory in nature. However, if your employee offers the information that’s okay. Actively listen by asking further questions that build upon their answers. In this way, you and your employee are creating the story of how your relationship started. You want that story to be a happy one.
  4. Create a plan for continuous feedback and communication with each of your team members. Most companies have the dusty “open-door” policy in their handbooks, usually for compliance reasons. As a manager, you have to  make yourself accessible to your employees when they need you, not when it’s convenient for you. That’s what you signed up for when you decided to become a manager. Start by greeting everyone in the morning with a warm hello and how are you. It’s these small but powerful actions that can make the difference between a talented employee who keeps something bottled up and decides to leave when they feel no one is listening or decides that all they need to do is come talk to you and work it out.
  5. Figure out what your management style is and communicate it. Your style will likely be determined in some part by the people you are managing, their career levels and what they do for a living. Also, relieve yourself now of the belief that you have to treat everyone the same. Managing fairly means determining each situation on a case-by-case basis. Managing consistently does not mean managing each person the exact same way. Do you want to be the manager who manages not only what your people do but how they do it? Are you comfortable delegating authority off the bat or do you need the employee to earn your trust first? Do you intend to give your employees lots of rope and to rein them back in when they start to get too close to the cliff? Or, are they on a short leash? Will you implement active development plans for all of your staff? Do you expect them to have goals and to achieve them? Whatever you decide, show your hand to your team members so they understand expectations from the jump.

Three Steps to Earning A Promotion

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Wondering how you get promoted? Tired of being looked over for advancement opportunities? Restless and bored in your current job? Want to earn more money?

Here’s 3 Steps to Earning a Promotion:

  1. Take stock of your individual performance- not against your own expectations, but the expectations of your manager, the expectations of leadership and against the company’s mission, vision and values. Self-awareness is the name of this game. Outside of the annual performance review, I doubt most of you work for an organization where your manager is engaged in active performance management. If this is the case for you, make sure you are asking your manager for performance feedback often. The next time you see him or her, ask for 10 minutes of their time to review your current job performance, areas that you are exceeding his or her expectations and areas you should be working on. Ask your manager straight up what they think you need to work on to improve your performance. This is your career, your life, stop waiting passively for someone to share what they think about your performance, go out and get the information. Ask your peers,  team members and other colleagues to give you real and honest feedback on your performance. Listen to what they have to say and take some action steps. Becoming self-aware to our own strengths and weaknesses is a difficult experience but also elevates us to a better more genuine place.
  2. Get outside of your comfort zone. Employees who stay in their safe zone and never stick their neck out to take on a challenge, even if they nail their current job to a “T”, do not get promoted. Individuals that lean into the discomfort and fear of the unknown, who take the bet with uncertainty of the outcome, get recognized as having unique qualities worthy of promotion and advancement within the organization. These folks are generally the ones chosen for individual development plans, leadership programs and succession plans- they are given first crack at new training and development opportunities. Not sure where to start? Again, sit down with your manager and ask if you can co-lead or partner up on a challenging new project. Or, identify an area of the business that is ripe for process efficiency, cost reduction or innovation. Write up a business case and present it to your manager. As an employee on the front lines you are best equipped to identify these opportunities. Any manager worth a damn will be pleased as punch to hear your idea that solves a bonafide business problem and will have no problem advocating for your cause with leadership.
  3. Finally, ask for the promotion. I’m a firm believer that an employee is ready for a promotion when they have mastered the role they are in and beginning to show aptitude and prowess for the next level up. Managers with a solid grip on his or her employees should be able to put their finger on just the right time; however, you, the employee, as your own best advocate, need to find your adult voice and ask your manager for the promotion. Be prepared to outline your position- what you have accomplished thus far, what you are ready to take on and the value that your promotion will bring to the business. If your manager is unable or unwilling to consider your promotion at that time, do not give up, ask for a training and development plan to get you to the next level. Remember, your manager owes you two things- to remove obstacles that get in the way of you being able to effectively perform your job and to provide the opportunities and resources to help you prove your worth. But YOU and you alone are responsible for earning that promotion.

What Does HR Do?

Type this into Google, and you get 3,880, 000,000 results. Seems like HR does a lot. Let me break it down for you.images

  1. HR “keeps the lights on”- we process payroll, administer benefits enrollment, process direct deposits, answer 401k questions, reset your ADP password, interpret company policies for managers, walk employees through leaves of absence, fix employee PTO balances and gather acknowledgement forms.
  2. HR tries to create an environment where employees feel safe and secure. We make sure there are band aids, that staff is trained in first-aid, we take first reports of injury, we create policies around front-desk security, deliver discrimination and harassment prevention training and monitor the work environment for bullying or violations of standards of conduct.
  3. HR plans social activities, but we don’t like to. In companies, the job of potlucks, holiday parties, birthday celebrations, baby showers, pumpkin carving contests and all-hands meetings usually lands in the lap of HR. Not only does it suck but it totally erodes the value of what a good HR department can do for a company.
  4. HR creates brand strategies. We figure out the value of the organization and what it can provide, package that message and use it when attracting talent to the company.
  5. HR does not terminate employees. Managers do. When managers are not satisfied with an employee, they come to HR. HR asks a series of questions to investigate the issue, determine the cause and make recommendations. If one of those solutions is termination, HR further investigates to make sure the termination is not wrongful. HR may be in the room to witness the discussion, but we do not pull that trigger and we do not deliver that message.
  6. HR partners with management to determine talent needs and develops strategies to find that talent. This is an ongoing and continuously challenging responsibility.
  7. HR covers the companies’ ass. HR practitioners must stay on top of Federal and State Laws,  and County and City Ordinances, interpret the repercussions of those laws on the company and work environment and advise leadership accordingly.
  8. HR helps company leadership develop compensation philosophy. HR takes into account the companies’ financials, the organization’s mission, vision and values and makes recommendations on the company’s direct and indirect compensation and benefits package.
  9. HR mediates disputes in the workplace, disputes between employees, disputes between managers and employees, disputes between leadership and employees.
  10. HR does not deliver disciplinary warnings or performance discussions to employees. Again, these are a manager’s jobs. HR gets involved to help document issues, serve as a witness to the discussion or we get involved when the manager botches it.

This is by no means an exhaustive list but is just a sampling, if you will, of what HR does. For those who don’t know.

Work/Life Balance Is a Myth

Allow me to let you in on a little secret, Work/Life Balance is bullshit.

Much like the Easter Bunny, the Lochness Monster or calorie free macaroni and cheese, work/life balance is a myth. Just as Hallmark made up Sweetest Day to boost it’s bottom line, Work/Life balance was made up by Corporate America as a concocted promotion to convince employees that work and life are binary.

Corporate America created the problem, named the problem and then offered “solutions” to the problem. Corporate America created the problem, squeezing every little ounce out of its employees to increase their revenue streams, fatten the owners’ pockets and please its shareholders. Not surprisingly, this turned Americans into over-worked, over-stressed humans who felt put into a position to choose job or family and life. And voila, Corporate America invents the concept of Work/Life balance capitalizing on this zero-sum game. Americans choose work and lose, and Corporate America reaps the rewards. To quell the simmering anger, Corporate America threw us all a bone by offering “Work/Life” balance programs such as flexible scheduling, part-time opportunities, work-from-home, job shares and childcare-at-work. Yet, even with these programs Americans still report being just as overburdened as they were 5, 10, 15 and 20 years ago.

In a 2016 New York Times Article by Susan Dominus, Rethinking the Work-Life Equationthe author recaps the TOMO study by Phyllis Moen and Erin Kelly, professors studying the interaction between work, family and health. Moen and Kelly offer up what they call “Work-Life Fit”. Think of this concept not as life and work on the same linear plane, think of work as one little cheese wedge in the Trivial Pursuit playing piece of life.  Like this:

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And, in order for this mind shift to take place these things need to happen:

1) Give employees almost total control of how they work- including where, when and how they work. Focus on the outcomes of work against company goals and objectives and not how many hours employees work. As the TOMO paper states, this shifts flexibility from being a privilege to a given. Treating employees as self-sufficient human beings by empowering ownership of their work product should result in adult-like behaviors. In the end, most employees just want to do the work. Who cares how they do it?

2) Pay more-than-living wages. Let’s actually rethink compensation and the value of the work that employees provide your organization. Stop basing compensation on  your competitors, FLSA mandates and wildly fluctuating market conditions, and pay employees based on the purpose of his or her work towards the desired results of the company. Can’t find the money? Look no further then your top executives. Does the success of the company really and truly fall on the shoulders of one or two men and women? I can’t even really think of a scenario in today’s world where that could even remotely be true. As workers become more specialized in their expertise and skills, CEO’s and President’s, rely on a more collaborative team of knowledge workers to achieve the company’s vision and mission. Consider this, in 2015, CEO pay increased 16.4% from the previous year while every-day workers got dicked with a meager 2.4% increase to base salary. The money is there, it just needs to be given to ALL of those in the organization that bring value and worth.

3) Paid Family and Medical leave for all working Americans. Fair warning, throughout my blog, I’m going to beat this one to death. The United States is literally the only developed, first world country with ZERO nationally mandated paid parental and sick leave laws. So you can give us all the stupid flex schedules you want company, but if I have to decide between my health and work, I’m choosing my health. If I have to choose between my family or my job, I’m choosing family. This is not because I’m financially secure but  because my more actualized self compels me to make decisions that I will not regret on my death bed. And also, I’m little pissed Corporate America that you would force me to choose one or the other.

In reality, all of these things will take time and a great cultural shift to happen. As an employee of a company, think about how you can individually set boundaries for yourself, think about when and how you will turn work off, think about what emails and calls you will accept outside of work hours if any at all, and consider flexibility and ownership of work when you accept a job offer.