Category: Team Development

Take the Formality Out of Performance Reviews

Let’s see if this scenario is familiar.

You call your employee into your office. You review their strengths and weaknesses, assess their performance, and set goals. You may even use a rating scale to show the employee if they met, exceeded, or failed to meet expectations.

You’ve just conducted a formal performance review, and when it comes to this process, organizations lose anywhere from $2.4 million to $35 million a year in working hours for employees to participate in reviews. Yet 72% of companies still conduct annual performance reviews.

So maybe it’s the process of conducting performance reviews and not the reviews themselves that need to be changed.

What should be included in a performance review?

You may hear performance review and professional development used interchangeably. But they are two different things. A performance review measures past performance and how well an employee performed in their expected role; professional development looks forward and inspires employees to improve.

Both have their place, but a performance review is geared toward just that: Performance. Consider these things as you’re conducting reviews:

Ask questions 

To ensure there are no surprises, send the review agenda to your team member beforehand, so they’ll know what will be discussed. Ask them to provide feedback about the agenda; doing so gives them co-ownership of the conversation.

During the review, ask open-ended questions to gain the best responses. Close-ended questions that only allow a yes or no answer won’t allow opportunity for insight and make the review unnecessarily formal.

Here are some questions you can ask:

  • What accomplishments are you the proudest of?
  • What goals did you meet?
  • What skills do you have that we can use more effectively?
  • What about your role helps the company succeed?

You can also allow employees to do regular self-evaluation. While there are myths surrounding self-evaluations like “Employees only want to explain away their bad performance,” reflecting helps make employees happier and less likely to burn out. When coupled with an open and honest culture, self-evaluations will also be open and honest.

Consider doing a weekly check-in with self-reflection questions that look back at performance and how well team members feel they did over the past week:

  • Did you complete your ONE THING item from last week?
  • What was your greatest success over the past week?
  • What was your biggest challenge over the past week?
  • What did you learn this week through training and insight?
  • What is the ONE THING you must accomplish over this coming week?

You can use/revise this template or any number of templates you can find on the web by searching the term “employee self-evaluation template.” Choose whatever fits your company culture.

Treat performance reviews like conversations

Think of a review like a conversation, and it will remove any stress or burdens on you and your team members. But keep in mind exactly how you word things. Even things you meant as praise could be misconstrued as negative feedback if not worded correctly. Avoid:

  • Definitive terms like always and never
  • Subjective terms like rude, polite, and enthusiastic
  • Vague terms like good and poor

Instead, go further and use phrases like:

  • “I encourage you to continue [doing this action]. It provides good results for the team.”
  • “When you contact a customer after a sale is closed to ask them if they need anything, that shows you go above and beyond.”
  • “I advise you to stop [doing this action]. It results in [this consequence].”

You can also keep the review language and tone conversational by:

  • Not using a formal rating system
  • Making clear what factors of the review are tied to employee raises
  • Assuring employees this is a check-in as opposed to a performance judgment
  • Focusing on creating a culture of listening and growth
  • Having open conversations as opposed to formal discussions

Consider your cadence

Having a performance review once a year is a traditional approach. But that may not work for your organization. Think about what would be the best: Quarterly reviews? Monthly? Weekly? Consider your current framework and process and adjust accordingly.

Also, couple reviews with open feedback. When leaders provide their team with frequent and honest feedback, your team is more likely to be motivated and engaged at work.

Show your appreciation

No matter what kinds of questions you ask and how often you conduct reviews, they aren’t just about formality, ratings, and numbers. They are a way to show your employees appreciation for their work and help both you and them develop a better future. And that is a good thing.

 

Content provided by Q4iNetwork and partners

Photo by Somsak Sudthangtum

Make It as Simple as PB&J

A few years ago, a comedian took a video of himself with his two children as he followed their written instructions to make a peanut butter and jelly sandwich. In the video, he follows his kids’ instructions exactly. As you might have guessed, it goes rather poorly.

Instruction: Put the peanut butter on the bread.

Dad: Puts the jar of peanut butter on the slice of bread.

Instruction: Take one piece of bread, spread it around with the butter knife.

Dad: Takes a plain piece of bread and spreads it around on the counter using a butter knife.

Instruction: Get some jelly, rub it on the other half of the bread.

Dad: Rubs the jar of jelly on the other slice of bread.

And so it goes. Complete chaos. While this video is hilarious, it speaks to a fairly common issue in the world of business. How often do we give or receive instructions that are lacking? If you’ve ever had to build a complicated piece of furniture from Ikea, you know the utter rage such things can incite. Despite the fact that Ikea does everything it can to make its instructions perfect—pictures and all.

It’s not that simple

How often do we leave gaps in our explanations, and send someone off with instructions made up of 50% assumptions that they think the same way we do or know the same things we do? It’s not surprising, really. Writing instructions—good instructions—is tedious. It’s boring. We already know what we’re asking for, leaving us inclined to leave out the obvious.

But not everyone has the same brain, the same frame of mind, or the same references. This means leaving out what’s obvious for you could be leaving out a key ingredient for the reader.

It’s all in the details

When you hire a new employee, change leadership, or implement a new piece of technology, how common is it for things to go awry? Think about how easy it is for roles to get mixed up or tasks to be incorrectly completed. This type of thing doesn’t just frustrate everyone—it wastes time and money. And the worst part is, it’s avoidable. If only you had prepared thorough instructions.

So next time you’re writing out instructions, follow these steps:

  1. Write down everything.
  2. Don’t skip anything.
  3. Walk yourself through the instructions after you’ve written them. Take them literally.
  4. Ask someone else to read through them and look for gaps.
  5. Treat it like you’re talking to an alien. Don’t assume they know what anything means.

This isn’t a flashy topic, but it’s an essential one. While you’ve been trained to do many things, you’ve probably never been trained to write instructions. We all just assume everyone knows how—but they don’t really. Because “common sense” is dependent on common experience—and those aren’t the same for everyone.

Next time you’re writing instructions, ask yourself: is it worth a short amount of tedium now to be as detailed as possible, or a more frustrated, repeated tedium later when you have to start over? The answer is obvious.

 

Content provided by Q4iNetwork and partners

Photo by Iurii Golub

If You Care About ROI, Follow This Strategy

When you measure progress within your organization, you don’t do it by checking off each individual activity done by your team. You do it by looking at how well you’re accomplishing your overall company goals. So why do we often approach projects from the opposite direction?

A common mistake that leads to loss of ROI and efficiency stems from our human need to get swept up in the details. Now, there’s nothing wrong with getting all the details right, but details shouldn’t be first in the pecking order of priorities.

For progress to happen, you need to measure your activities. But without goals and a strategy, you can’t measure anything accurately. If you don’t have a solid plan of alignment, you won’t prioritize what actions and details need the most attention.

The flaw in quick solutions

As we’ve all learned in the last year, crises happen, and they can happen overnight. Organizational pivots can be spurred by internal and external events within your market, industry, or location. With varying levels of success, businesses responded to shifts caused by the pandemic by implementing new technology, changing processes, and rearranging priorities.

Even outside the pandemic, it’s incredibly easy for organizations to implement “solutions” to their problems, creating more friction. For instance, many organizations struggle with data duplication because they use different systems to track their prospecting and sales, marketing, and client management. The result is a chaotic mass of unusable data that provides extremely limited information to those who need it.

Here’s how to ensure your organization avoids this type of costly mistake by changing your approach to problem-solving.

Stepping back

Before you decide to implement a solution for a problem, start by following these steps.

1. Identify your core goal

Your goal should be in the context of the result you’re looking for, not the solution. For instance, “We need a system to help us manage our prospecting” is an example of a solution statement. A goal statement looks more like, “We want to make more informed decisions around how we manage our prospecting and have a smoother handoff between prospecting/sales and client management.” Starting with the goal statement stops you from identifying possible solutions before you’re ready and keeps the door open to make connections between this goal and other related goals.

2. Review department alignment

If you want to save time and resources, spend time reviewing how this goal might affect other departments; specifically, determine if it aligns with issues cropping up in those departments. In the case of data duplication, if an organization approaches marketing, sales, and client management as separate tasks, they miss what it’s all about: the entire customer experience.

Suppose they approached this issue with a broader lens. In that case, they could implement a tool to combine each of these activities under one system, resulting in no data duplication and a smoother transition between the customer journey stages.

3. Identify your KPIs

If you’re interested in measuring how well a solution is working (which you should be for several reasons, ROI aside), then identify core KPIs you can use to track a tool’s success. Keep them measurable, attainable, and specific.

To continue with the example used above, KPIs for this type of solution might involve:

  • Increased customer retention rates
  • Increased closed deals
  • Decreased time for client onboarding

Refer back to your goal statement to help you identify the results you hope to achieve.

Don’t skip ahead

If you find a new tool that seems excellent, great!

But stop before implementing it.

It’s easy to get excited about a solution without first clarifying your goal. Who doesn’t like to nerd out about new solutions? But if you don’t have processes in place to stop new solutions from being implemented before completing these steps, you’ll end up wasting time, money, and resources.

These steps should be followed for nearly every activity, process, and solution your organization implements. So even though you’re excited, stop, take a step back, and make sure you cover these bases before running ahead with your new solution. The results will be far more impactful, efficient, and sustainable.

 

Photo by Flamingo Images

Content provided by Q4iNetwork and partners 

Are Exit Interviews Really Worth It?

The value of exit interviews is a long-standing debate in the HR world, with people landing on both sides of the aisle. Some argue if an organization is broken, exit interviews are useless and hurt the interviewee’s reputation. Others say they are an excellent opportunity for an organization to learn from its mistakes.

The reality? The answer lies somewhere in the middle.

Every time a valuable employee leaves an organization, it suffers. Not only because of the cost it takes to hire and train a replacement, but also:

  • For the loss of institutional knowledge
  • For the time it takes for teammates to adjust
  • For the potential dip in productivity and team morale
  • For the loss of value to customers

So, it makes sense that the smartest move for an organization is to try everything to mitigate loss.

The catch

Exit interviews, team check-ins, increased training, and team development are tangible ways to counteract the loss of a valued employee. However, if your organization suffers from a toxic company culture and mindset, or functions under a fear-based leadership style that discourages open and honest conversations about what’s not working, you’ve got a much bigger problem on your hands.

In this kind of culture, exit interviews will likely be ignored and forgotten. Organizations failing to manage these issues will likely experience (at least) one mass exodus of employees. For that reason, it’s worth doing what you can to conduct honest exit interviews.

For example, suppose employee retention is low. In that case, it’s likely at some point, leadership will take a keen interest in figuring out the cause, at which time those exit interviews will come in handy. No matter the case, exit interviews can be instrumental if handled correctly. If you’re interested in doing what you can to improve your organization, inform your leadership, and mitigate loss, then exit interviews are a great place to start.

Follow these steps to make the most out of them.

Don’t wait 

It’s essential to get your interview in before too much time has passed. Everything will still be fresh in the interviewee’s mind, making it easier for them to recall information and offer suggestions. However, be sure to account for heightened emotions as this can be a rather tumultuous time for a departing employee. It may be worth it to schedule another interview a few months down the road when the dust has settled to allow for hindsight and clear thinking. 

Clarify goals

Before you start your interview, work out what it is you’re trying to gain.

Do you want:

  • To uncover processes that need a review?
  • An honest assessment of managers, leadership, or team dynamics?
  • To get a picture of the job they’re leaving for?
  • To find out why their new job is more attractive than their current role?

Knowing the goals and what you want to gain will help you frame intentional questions and prepare for the answers.

Review  

A common misstep is to forget the interviews as soon as they’re done. But there isn’t any point in conducting them unless you’re ready to follow up, analyze the data, and use what you learned.

Respond 

Once you’ve gotten what you can out of an interview, set up action steps for integrating what you’ve learned. If your goal was to see how your company compared to its competitors in talent attraction, your response would look different than if you wanted to uncover issues with leadership styles. Make sure you lay out your goals and how you’ll reach them both before and after an interview; otherwise, all it will do is gather dust and become irrelevant.

Start before it ends

Internal reviews are a critical part of growth and development. While exit interviews are an excellent way to mitigate loss, they aren’t a one-size-fits-all solution to uncovering issues within an organization. If you’re really interested in improving the employee experience, work out leadership problems, evaluate company culture, and generally drive your organization in a good direction, don’t wait until an employee leaves to get their opinion.

Start early and start strong. Set internal reviews throughout the year, with individuals as well as entire teams. Normalize feedback and open, honest communication. Train leaders and managers to respond to and positively integrate constructive feedback. And above all, work to foster a trusting environment where employees feel free to share their experience without fear of retribution.

All of this may be uncomfortable, but the positive impact on your organization makes it well worth the effort.

 

Photo by fizkes

Content provided by Q4iNetwork and partners 

Getting the Competitive Advantage: Optimizing HR

Your HR team worries about a lot of things.

They worry about compensation, compliance, retention, engagement, attraction, productivity, company culture, and more. Over the past few years, HR has gotten more and more attention as leaders recognize its ability to drive results and growth.

If your C-Suite hasn’t yet, it’s well past time to start strengthening the ties between HR and your leadership teams. With the right direction, HR can provide insights into different levels of your organization that direct managers, individuals, and high-level leaders can easily miss.

Uncovering the competition

A large part of attracting and retaining top industry talent is standing out among your competitors. This requires an intimate knowledge of the different factors employees care about right now, not what ten years ago.

HR has a unique window into this subject. They have access to internal team reviews, the benefits you offer, and professional development plans. They’re there for interviews and can track what questions candidates ask about the culture, what you offer, and how your business is run.

All this is a roundabout way of saying HR has the hard data you need.

If you’re wondering why a clutch of employees all left at the same time or why you don’t see a strong ROI on your benefits plan, your HR team has the answers in substantial, verifiable numbers. Their insight can be invaluable when deciding what perks to offer or how to develop company loyalty and engagement.

Setting you up for success

While HR may have a lot of insight into your organization’s critical parts, it’s essential to remember they are busy. Without a concerted effort on behalf of the leadership, their wisdom can go unspoken, unused, and wasted. To make sure you don’t waste your opportunity for development, take these steps.

Start the conversation

At the beginning of every year, sit down with your HR team and start a high-level conversation about your organization’s current state. Ensure you hit the major talking points: benefits, employee engagement, retention, compliance, and culture. Get a gauge on where they think you are on the competitive landscape. Think about and ask such questions as:

  • What are your competitors offering?
  • Who have your employees left your organization to work for?
  • What do employees care about currently?
  • What are the trending challenges employees are struggling with?

Use this conversation as an opportunity to brainstorm ideas, solutions, and possible challenges. Identify three high-level, long-term goals you have.  Break those goals down into actionable, measurable, short-term goals to focus on throughout the year.

Revisit, review, repeat

Set quarterly meetings to review progress on each of these goals. Make sure to set the tone for open, honest communication. Your HR team needs to know it’s okay to talk about these issues because without that confidence, these meetings will be useless. It can help to focus on hard data to de-personalize successes and failures.

Make these reviews about progress and engage and encourage your team’s creativity to solve problems and develop new ideas to help you keep your competitive advantage. Set measurable, SMART goals to create a clear path forward.

Unlock your potential

Since the HR department touches different parts of your organization, its ability to affect change and assess your company’s health can be meaningful. Don’t miss out on this opportunity to gain real insight, gauge where you are in your competitive landscape, and set yourself up for success. Strong leaders understand the need for transparent internal processes for growth, and HR has the insights to get you on the right path.

Together, your potential is more significant than you may think.

 

Photo by Roman Samborskyi

Content provided by Q4iNetwork and partners