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What is your biggest pain with performance reviews?
WHAT WE HOPE YOU’LL LEARN 
The role of performance management 
Why we do performance reviews 
Why continuous learning and development is important
BIZLIBRARY.COM 
of HR Leaders think annual performance reviews are not an accurate appraisal of employee’s work. 
According to a 2012 SHRM/Globoforce survey 
45% 
30% 
of performance reviews ended up in decreased employee performance. 
According to an article published in 
The Psychological Bulletin 
of employees think clear, honest communication from managers would improve the quality of management. 
According to Employee Survey Specialist ETS 
45%
Appraisals are where you get together with your team leader and agree what an outstanding member of the team you are, how much your contribution has been valued, what massive potential you have and, in recognition of all this, would you mind having your salary halved. 
Guy Browning, 
British Humorist and Writer
THE “TERRIBLE TOOS” OF PERFORMANCE REVIEWS 
Too much at stake. Too judgmental. Too often - uncomfortable truths. Too much fixing blame. Too few managers are skilled at them. Too much uncertainty. Too little control. Too many one-way conversations. 
Adapted from: Fearless Performance Reviews: Coaching 
Conversations That Turn Every Employee into a Star Player, 
Jeffrey Russell and Linda Russell (McGraw-Hill 2014)
1.Infrequent 
2.Generic 
3.Not every goal is considered 
4.Not agile 
5.Bad for engagement
WHY WE DO PERFORMANCE REVIEWS? 
DOCUMENTING PERFORMANCE PROBLEMS 
RECOGNIZING HIGH PERFORMERS 
IDENTIFYING DEVELOPMENTAL NEEDS 
COMPENSATION 
Because we’re supposed to…
THE BEST KIND OF PERFORMANCE REVIEW IS NO 
PERFORMANCE REVIEW. 
A lot of people won’t tell you this, but they don’t need to document your good performance, just your poor one…That way they have written documentation that’ll help them get rid of you without fear of retribution. 
AUBREY DANIELS
Clearly, the annual performance review was designed for a work environment where control of individual employee performance was a key function. 
In today's team and collaborative environment, that perspective no longer makes sense. 
Ray B. Williams, Wired for Success 
Reproduced in Psychology Today
PURPOSE: 
IMPROVE PERFORMANCE 
CHANGE OUR MINDSET TO A COLLABORATIVE/COACHING MINDSET 
LEARN AND TEACH THE FIVE BEST PRACTICES
MY – WAY MINDSET 
COLLABORATIVE MINDSET 
I am right; you are wrong. 
In every situation and in every relationship you choose a position on this mindset continuum. 
I have something to learn. 
I’m in charge; you’re not. 
People are doing their best. 
My version of the truth is the right one. 
I only know part of the story. 
I need to win; you need to lose. 
We both can win. 
Adapted from: Fearless Performance Reviews: Coaching 
Conversations That Turn Every Employee into a Star Player, 
Jeffrey Russell and Linda Russell (McGraw-Hill 2014)
COLLABORATIVE – COACHING MINDSET 
FOCUS ON CONTINUOUS LEARNING - TOGETHER 
IT’S ALL ABOUT IMPROVEMENT 
MUTUAL CONVERSATIONS ABOUT DISCOVERY 
HELP THE EMPLOYEE IMPROVE AND LEARN (I know – this is the same as the first two points . . . BUT – it’s THAT important!)
KEYS TO EFFECTIVE PERFORMANCE MANAGEMENT 
SET CLEAR GOALS 
DETERMINE KEY JOB RESPONSIBILITIES 
IDENTIFY AND USE COMPETENCIES 
COACH ON A DAY-TO-DAY BASIS – CONTINUOUS FEEDBACK 
HONEST AND OBJECTIVE
SET CLEAR GOALS 
DOES THE GOAL YOU ARE SETTING PROMOTE GOALS YOU’VE SET FOR THE ORGANIZATION AS A WHOLE? 
…PROMOTE GOALS YOU’VE SET FOR THE TEAM AS A WHOLE? 
DIFFICULT, YET ATTAINABLE FOR THE EMPLOYEE? 
CAN YOU MEASURE IT?
SETTING PERFORMANCE GOALS 
ORGANIZATIONAL GOAL 
Become a market leader. 
CUSTOMER SERVICE GOAL 
Deal with customer complaints efficiently. 
CUSTOMER SERVICE REPRESENTATIVE GOAL 
Customer service representatives should be part of the company's effort to become a market leader by dealing with customer complaints efficiently.
DETERMINE KEY JOB RESPONSIBILITIES 
WHAT DOES SUCCESSFUL PERFORMANCE LOOK LIKE? 
HOW DO WE KNOW? 
DESIGN TO EMPLOYEE’S STRENGTHS
Managers have unique opportunities in their daily interactions with employees to EMPOWER THEM TO DISCOVER AND DEVELOP THEIR STRENGTHS, and they have the ability to position employees in roles where they can do what they do best every day… 
…employees who feel engaged at work and who are able to use their strengths in their jobs are more PRODUCTIVE AND PROFITABLE AND HAVE HIGHER QUALITY WORK. 
SOURCE: Gallup Study, 2013 State of the American Workplace
IDENTIFY AND USE COMPETENCIES 
CORE COMPETENCIES 
Industry and culture 
JOB FAMILY COMPETENCIES 
Business discipline 
JOB ROLE COMPETENCIES 
Level of mastery required
COACHING AND FEEDBACK 
NOT TRAINING 
ADVICE, COUNSEL, SUPPORT, GUIDANCE, BOOSTING CONFIDENCE
I haven’t got the slightest idea of how to change people, but I keep a long list of prospective candidates just in case I should ever figure it out. 
David Sedaris, American humorist and author
OBJECTIVE APPRAISAL OF PERFORMANCE 
OBJECTIVE = FAIR 
TIMELY NOTES AND RECORDS 
OBSERVATIONS 
PROFESSIONAL JUDGEMENT
CONTINUOUS LEARNING AND DEVELOPMENT 
SKILL/ 
CAPABILITY 
DEVELOPMENT OPTIONS 
MY DEVELOPMENT ACTION 
TIMING 
Leading meetings 
Video: Leading Meetings - Create meeting behavior expectations with your team 
Gather with your team to discuss meeting management and to create meeting expectations that should be applied to all team and project meetings. 
Review monthly 
SKILLS DEVELOPMENT PLAN
KEYS TO EFFECTIVE PERFORMANCE MANAGEMENT 
SET CLEAR GOALS 
DETERMINE KEY JOB RESPONSIBILITIES 
IDENTIFY AND USE COMPETENCIES 
COACH ON A DAY-TO-DAY BASIS – CONTINUOUS FEEDBACK 
HONEST AND OBJECTIVE
RECOMMENDED RESOURCES
RECOMMENDED RESOURCES
RECOMMENDED RESOURCES
WWW.BIZLIBRARY.COM/FREE-TRIAL 
7,000+ COURSES . 25 TOPIC AREAS . UNLIMITED ACCESS
Jessica Petry 
Sr. Marketing Specialist 
jpetry@bizlibrary.com 
@JessLPetry 
@BizLibrary 
Chris Osborn Vice President of Marketing cosborn@bizlibrary.com @chrisosbornstl 
#BIZWEBINAR

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Taking the Pain Out of Performance Reviews | Webinar 12.11.14

  • 1.
  • 2. ? What is your biggest pain with performance reviews?
  • 3. WHAT WE HOPE YOU’LL LEARN The role of performance management Why we do performance reviews Why continuous learning and development is important
  • 4. BIZLIBRARY.COM of HR Leaders think annual performance reviews are not an accurate appraisal of employee’s work. According to a 2012 SHRM/Globoforce survey 45% 30% of performance reviews ended up in decreased employee performance. According to an article published in The Psychological Bulletin of employees think clear, honest communication from managers would improve the quality of management. According to Employee Survey Specialist ETS 45%
  • 5. Appraisals are where you get together with your team leader and agree what an outstanding member of the team you are, how much your contribution has been valued, what massive potential you have and, in recognition of all this, would you mind having your salary halved. Guy Browning, British Humorist and Writer
  • 6. THE “TERRIBLE TOOS” OF PERFORMANCE REVIEWS Too much at stake. Too judgmental. Too often - uncomfortable truths. Too much fixing blame. Too few managers are skilled at them. Too much uncertainty. Too little control. Too many one-way conversations. Adapted from: Fearless Performance Reviews: Coaching Conversations That Turn Every Employee into a Star Player, Jeffrey Russell and Linda Russell (McGraw-Hill 2014)
  • 7. 1.Infrequent 2.Generic 3.Not every goal is considered 4.Not agile 5.Bad for engagement
  • 8. WHY WE DO PERFORMANCE REVIEWS? DOCUMENTING PERFORMANCE PROBLEMS RECOGNIZING HIGH PERFORMERS IDENTIFYING DEVELOPMENTAL NEEDS COMPENSATION Because we’re supposed to…
  • 9. THE BEST KIND OF PERFORMANCE REVIEW IS NO PERFORMANCE REVIEW. A lot of people won’t tell you this, but they don’t need to document your good performance, just your poor one…That way they have written documentation that’ll help them get rid of you without fear of retribution. AUBREY DANIELS
  • 10. Clearly, the annual performance review was designed for a work environment where control of individual employee performance was a key function. In today's team and collaborative environment, that perspective no longer makes sense. Ray B. Williams, Wired for Success Reproduced in Psychology Today
  • 11. PURPOSE: IMPROVE PERFORMANCE CHANGE OUR MINDSET TO A COLLABORATIVE/COACHING MINDSET LEARN AND TEACH THE FIVE BEST PRACTICES
  • 12. MY – WAY MINDSET COLLABORATIVE MINDSET I am right; you are wrong. In every situation and in every relationship you choose a position on this mindset continuum. I have something to learn. I’m in charge; you’re not. People are doing their best. My version of the truth is the right one. I only know part of the story. I need to win; you need to lose. We both can win. Adapted from: Fearless Performance Reviews: Coaching Conversations That Turn Every Employee into a Star Player, Jeffrey Russell and Linda Russell (McGraw-Hill 2014)
  • 13. COLLABORATIVE – COACHING MINDSET FOCUS ON CONTINUOUS LEARNING - TOGETHER IT’S ALL ABOUT IMPROVEMENT MUTUAL CONVERSATIONS ABOUT DISCOVERY HELP THE EMPLOYEE IMPROVE AND LEARN (I know – this is the same as the first two points . . . BUT – it’s THAT important!)
  • 14. KEYS TO EFFECTIVE PERFORMANCE MANAGEMENT SET CLEAR GOALS DETERMINE KEY JOB RESPONSIBILITIES IDENTIFY AND USE COMPETENCIES COACH ON A DAY-TO-DAY BASIS – CONTINUOUS FEEDBACK HONEST AND OBJECTIVE
  • 15. SET CLEAR GOALS DOES THE GOAL YOU ARE SETTING PROMOTE GOALS YOU’VE SET FOR THE ORGANIZATION AS A WHOLE? …PROMOTE GOALS YOU’VE SET FOR THE TEAM AS A WHOLE? DIFFICULT, YET ATTAINABLE FOR THE EMPLOYEE? CAN YOU MEASURE IT?
  • 16. SETTING PERFORMANCE GOALS ORGANIZATIONAL GOAL Become a market leader. CUSTOMER SERVICE GOAL Deal with customer complaints efficiently. CUSTOMER SERVICE REPRESENTATIVE GOAL Customer service representatives should be part of the company's effort to become a market leader by dealing with customer complaints efficiently.
  • 17. DETERMINE KEY JOB RESPONSIBILITIES WHAT DOES SUCCESSFUL PERFORMANCE LOOK LIKE? HOW DO WE KNOW? DESIGN TO EMPLOYEE’S STRENGTHS
  • 18. Managers have unique opportunities in their daily interactions with employees to EMPOWER THEM TO DISCOVER AND DEVELOP THEIR STRENGTHS, and they have the ability to position employees in roles where they can do what they do best every day… …employees who feel engaged at work and who are able to use their strengths in their jobs are more PRODUCTIVE AND PROFITABLE AND HAVE HIGHER QUALITY WORK. SOURCE: Gallup Study, 2013 State of the American Workplace
  • 19. IDENTIFY AND USE COMPETENCIES CORE COMPETENCIES Industry and culture JOB FAMILY COMPETENCIES Business discipline JOB ROLE COMPETENCIES Level of mastery required
  • 20. COACHING AND FEEDBACK NOT TRAINING ADVICE, COUNSEL, SUPPORT, GUIDANCE, BOOSTING CONFIDENCE
  • 21. I haven’t got the slightest idea of how to change people, but I keep a long list of prospective candidates just in case I should ever figure it out. David Sedaris, American humorist and author
  • 22. OBJECTIVE APPRAISAL OF PERFORMANCE OBJECTIVE = FAIR TIMELY NOTES AND RECORDS OBSERVATIONS PROFESSIONAL JUDGEMENT
  • 23. CONTINUOUS LEARNING AND DEVELOPMENT SKILL/ CAPABILITY DEVELOPMENT OPTIONS MY DEVELOPMENT ACTION TIMING Leading meetings Video: Leading Meetings - Create meeting behavior expectations with your team Gather with your team to discuss meeting management and to create meeting expectations that should be applied to all team and project meetings. Review monthly SKILLS DEVELOPMENT PLAN
  • 24. KEYS TO EFFECTIVE PERFORMANCE MANAGEMENT SET CLEAR GOALS DETERMINE KEY JOB RESPONSIBILITIES IDENTIFY AND USE COMPETENCIES COACH ON A DAY-TO-DAY BASIS – CONTINUOUS FEEDBACK HONEST AND OBJECTIVE
  • 28. WWW.BIZLIBRARY.COM/FREE-TRIAL 7,000+ COURSES . 25 TOPIC AREAS . UNLIMITED ACCESS
  • 29. Jessica Petry Sr. Marketing Specialist jpetry@bizlibrary.com @JessLPetry @BizLibrary Chris Osborn Vice President of Marketing cosborn@bizlibrary.com @chrisosbornstl #BIZWEBINAR