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How to Nail the Performance Review with Jodi Glickman

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Workplace Expert Jodi Glickman shares four easy steps to the most productive performance review you've ever had. …

Workplace Expert Jodi Glickman shares four easy steps to the most productive performance review you've ever had.

About Jodi Glickman
Jodi Glickman is an expert in training people how to navigate the workplace. She
founded the consulting firm, Great on the Job (GOTJ) in 2008 to provide Millennials and managers alike with effective communication strategies.

She is a former Peace Corps volunteer (Southern Chile) turned investment banker (Goldman Sachs) turned present-day communication expert. She can also be found contributing to Harvard Business Review, Fortune.Com and Business Insider.

This year Jodi published her book, “Great on the Job, What to Say, How to Say it, The Secrets of Getting Ahead.”

Published in: Career, Business, Education
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  • 1. Great on the Job 4 STEPS TO SUCCESS NAILING THE PERFORMANCE REVIEW Powered by:
  • 2.
    • Your Host
    • Nick Stein
    • @stein_nick
    • Director of Content & Media
    • Rypple
    • Our Guest
    RYPPLE LEADERSHIP SERIES
    • Jodi Glickman
    • @greatonthejob
    • President & Founder
    • Great on the Job
  • 3.
    • rypple.com/blog/2011/07/infographic-performance-reviews/
    THE KABUKI DANCE
  • 4.
    • Rypple.com/loops
    RYPPLE SOCIAL PERFORMANCE
  • 5.
    • Your Host
    • Nick Stein
    • @stein_nick
    • Director of Content & Media
    • Rypple
    • Our Guest
    RYPPLE LEADERSHIP SERIES
    • Jodi Glickman
    • @greatonthejob
    • President & Founder
    • Great on the Job
  • 6.
    • What is the purpose of the
    • performance review?
    QUESTION #1
  • 7.
    • Make you better at your job
    • Give you real guidance on how to improve performance
    • Give you an idea of what to:
      • Start doing
      • Stop doing
      • Keep doing (* to get paid well/promoted next year)
    ANSWER
  • 8.
    • What is the performance review NOT
    • intended for?
    QUESTION #2
  • 9.
    • Make you feel bad
    • Make you feel good
    • Negotiate comp
    ANSWER
  • 10. HOW DO I NAIL IT? Before
  • 11.
    • Prepare
    • Do your homework
    • Prepare your Personal Matrix
    • Be prepared to lead
    • Be Receptive
    HOW DO I NAIL IT? Manage the Conversation
  • 12. STEP 1: DO YOUR HOMEWORK
  • 13.
    • Don't be surprised
    • Don't be defensive
    KNOW WHAT'S COMING
  • 14.
    • What have you contributed to your teams?
    • What are your goals for 2012?
    ASK YOURSELF
  • 15.
    • Learned Java Script
    • Created new template / layout for customer email blasts
    • Supervised a team of 3 junior employees
    • Developed a new inventory tracking process
    • Assisted in five successful new ad account pitches
    CONTRIBUTIONS TO YOUR TEAMS
  • 16.
    • Lead a client engagement
    • Supervise creative staff
    • Increase exposure to senior management
    • Represent company at recruiting events/conferences
    • Work on cross divisional projects
    GOALS FOR 2012
  • 17.
    • What are you most proud of?
    • What areas of development do you want to focus on?
    ASK YOURSELF
  • 18.
    • Getting up to speed quickly
    • Helping to land new clients
    • Adaptability to changes in management
    • Building good working relationships with R&D team
    • Stepping in during hiring freeze to pick up additional roles/responsibilties
    Most proud of…
  • 19.
    • Attention to detail
    • Client presentations
    • Giving my manager / teammates more frequent updates
    • Managing competing deadlines
    • Asking for help earlier
    AREAS FOR DEVELOPMENT
  • 20. STEP 2: YOUR PERSONAL MATRIX
  • 21. YOUR PERSONAL MATRIX
  • 22. STEP 3: BE PREPARED TO LEAD
  • 23.
    • Contributions to your teams
    • Areas for Development
    • Goals for 2012
    HAVE YOUR TALKING POINTS READY
  • 24.
    • Things are going really well, we met all our
    • targets on the revenue share and I feel really good about my
    • role helping to land three new advertising accounts.
    • My client relationships are really deepening, and I’m learning
    • tons from Jamie and Chris.
    So Jodi, how do you think things have been going? year, how do you think? KNOW YOUR PUNCH LINE
  • 25.
    • "I'm not going to tell you everything is ok and allow you to be mediocre.  I played [football] for a long time; the coaches that drive me crazy to this day are the ones that told me I was good all the time.  'Well hey, you're doing a great job'  and I knew I was mediocre as hell.  And the guy that was on my ass, that made me be good every day is the guy that I appreciate right now."
    • — Jason Garrett, Head Coach, Dallas Cowboys
    KEEP IN MIND
  • 26. STEP 4: BE RECEPTIVE
  • 27.
    • Solicit action steps for improvement
    • Say thank you
    • Wait, digest & revisit
    THE STRATEGY
  • 28.
    • To improve my programming, do you think I should ask for more challenging assignments or just spend more time on the ones I already have?
    • Any suggestions of people I should talk to about managing cross-divisional communication more effectively?
    • Do you have any suggestions for getting clients to give input more quickly?
    • Who do you think does a great job of putting together marketing briefs?
    SOLICIT ACTION STEPS
  • 29.
    • Thanks so much for taking the time to sit down with me, I know how busy you are.
    • I really appreciate your thoughtfulness and willingness to share your feedback, this will be very helpful going forward.
    • Thanks so much for the feedback, I really appreciate it. I' m going to spend some time focusing on the points you mentioned .
    SAY THANK YOU
  • 30.
    • That' s an interesting way of thinking about things, I hadn't considered that angle
    • I' d like to think through all of this and come back to you with some additional thoughts and questions
    • Would it be okay if I took some time to digest all of this and come back to you with additional thoughts or questions next week?
    WAIT. DIGEST. REVISIT
  • 31.
    • I wanted to follow up on our conversation last week and talk more about my interaction with clients and how I can improve
    • I' ve been trying very hard to be more focused on the details and here's what I've been doing differently…
    • I spoke with Andrew and Nancy and they both agree I' ve been handling my client relationships well on their teams. So, I want to make sure I understand your comments from last week about why I'm not doing well in your eyes on that front
    • I' ve been thinking a lot about improving my attitude and I want to go over some ideas with you about making that happen
    WAIT. DIGEST. REVISIT. 1 WEEK LATER
  • 32.
    • I apologize about coming into the office late, I will make sure it doesn' t happen again.
    • I hear what you're saying about having a bad attitude and that's certainly not the image I want to portray. I will do my best to be more professional.
    • I don't agree that my work is sloppy, but I will do an extra layer of work to make sure that final docs are coming to you in better shape.
    • I am making a concerted effort to keep everyone in the loop on my teams but I guess I need to brief my teammates more often to make sure they know where my projects stand.
    • You' re right, I will work on that.
    EASY FIXES: BE CONTRITE
  • 33.
    • Show that you are engaged and committed to improvement
    • Bring your manager into the process and gets him/her invested in your career development
    • Demonstrate your enthusiasm and professionalism
    • Make people love you!
    THE END GOAL
  • 34.
    • Lead with Purpose
    • John Baldoni
    • Baldoni Consulting LLC
    • Coaching with Compassion
    UPCOMING WEBINARS
    • Suzanne Rotondo
    • Teleos Leadership Institute
  • 35. WHADDYA THINK? Thanks! www.greatonthejob.com [email_address] Facebook.com/greatonthejob Twitter: @ greatonthejob blogs.hbr.org/glickman All rights reserved. Any unauthorized duplication and/or distribution of this document is strictly prohibited.

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