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.

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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How to Nail the Performance Review with Jodi Glickman

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