This week in the every Tuesday Club Steven and Carol show you how to conduct a Performance Appraisal Interview.
Performance Review interviews - both managers and employees tell us they are nervous about them. Why is that? Perhaps it’s because they have had a poor experience previously.
Whatever the case, as a manager you need to make sure that’s it’s effective and worthwhile for both you and the employee.
Here’s some tips that can help :
· Make sure that you recognise the outcome of a performance review interview should be a learning and development plan for the employee for the next 6 to 12 months.
· Remember, a review interview is not about a remuneration review or an opportunity to talk about really poor performance and corrective action. It should be about developing a learning and developing plan for the employee.
· Therefore to make it work best, remember that you should do some preparation and make sure you give the employee a few days notice before the interview so they have a chance to prepare as well.
· Use documentation, with a few questions that each of you can consider in preparation for the interview.
· And when you are in the interview make sure you try and focus on talking about what you like as a manager going forward, rather than a history lesson on what has or hasn’t worked previously.
To demonstrate some of the key points of the interview process, our HR expert Carol Shepherd will act as the Manager and Steven will act as the employee. As we pick up the action you will see that Carol is opening the discussion with some key points.
Carol “Steven just before we go into the appraisal this afternoon I just wanted to go through with you the process that we are going to use. So what I’d like to do is to ask you how you think you’ve performed in each one of the key performance areas that are on your appraisal form, so I can get your feedback. Then we can have a discussion around that.”
Carol will now show us how to give some feedback on good performance.
Carol “I really want to congratulate you on the effort that you’ve put in to bring in those four big key accounts, and especially in the last quarter. You’ve made a significant contribution to the organisation. So whatever you’ve been doing there, is working really well obviously for you, and for the organisation. So, great work there.”
Now Carol will demonstrate how to give some feedback on not so good performance.
Carol “One of the areas that I am concerned about is the issue that we talked about a few weeks ago with perceived conflict between Jane and Mary, which has now kind of spilled over into the other team members and I know that we agreed that you would deal with that, as their manager. I just wanted to know how you are progressing with that, and what else we need to do.”
Carol “OK, so you’ve mentioned that maybe you’re a bit uncomfortable in dealing with that situation. Would you be interested in some assistance either from myself or perhaps some training. A conflict management workshop might give you a bit more confidence to deal with that.”
Steven “Yes, I’d like that.”
Carol “Have you got any ideas of your preferred way of doing that? …….Great, I’m pleased that you are willing to go along and get some skills because managing your people is a really critical success factor for the future.”
A critical part is to sum up and close the meeting well. Carol is going to show us how.
Carol “Steven you should be very proud of the year that you have had. You’ve made a significant contribution to our results and exceeded the budget. So well done for that. The other area that we are concerned about is the people management side. That is perhaps, maybe not your most favourite side, but let’s see if we can work on that. As we mentioned, you are keen to have some conflict management training. Let’s meet next Friday and look at the courses that you’ve outlined that you might be interested in attending.”
Steven “That sounds really good.”
Carol “Steven what we’d like to do now is, I will make sure that you have got a copy of the documentation on all the points that we have agreed on, so that we can work on the action plan for the next planning period. I will make sure that you get a copy of that for yourself, and the other copy will go on your personnel file. Thank you for a great year.”
Steven “Thank you very much, thanks Carol.”
I hope those tips were helpful. Did you notice that Carol, at each stage, asked for Steven’s input as the employee, as well as having her say as manager.
If you would like some further assistance on this topic, a ‘how to do effective performance appraisals’ workshop is being help on 25 March (Tauranga) and 29 June (Gisborne).
If you haven’t taken the opportunity to sign up to the Every Tuesday Club with MBE (Management & Business Education), then do so today by going to www.buseducation.com.