Before the performance appraisal meeting, you should review the employee's work history, performance data, and feedback from others. You should also prepare specific examples of their accomplishments and areas for improvement. This will help you avoid vague or general statements that can be confusing or demotivating. You should also prepare some open-ended questions to engage the employee in a dialogue and elicit their perspective and input.
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Before you approve a performance appraisal, you'll do well to have accurate records of the employee, past evaluation records, achievements, feedbacks from other stakeholders are all necessary areas to collate records from before performance appraisal.
This preparation is important to ensure the deserved gets rewarded for their effort and contribution. This is one good way to avoid after-math appraisal conflicts in a work environment.
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Preparation by the manager and not just the team member will be reassuring for the team member that they are important and being cared for.
Documenting the various achievements and progresses and discussing the same with the team member will be a great morale booster to them !!
This specific preparation also helps in having an unbiased performance appraisal with no biases that can creep in.
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It is a great idea for the manager to collect this data and discuss it with the employee on an ongoing basis. Additionally, having the employee complete a self-assessment, in advance, and make available to the manager will give insight to the manager about where the employee believes they stand and will also help the manager prepare for the discussion.
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Begin by acknowledging the employee's strengths and achievements, setting a positive tone for the discussion. Then, discuss areas for improvement using specific examples and actionable suggestions, ensuring clarity and focus on behaviors rather than personal traits. Encourage open dialogue by inviting the employee's perspective and ideas for improvement, fostering a collaborative environment. Finally, conclude with reaffirmation of their value to the team and the organization, reinforcing their contributions and potential for further development. This approach not only supports employee morale but also promotes continuous improvement and performance excellence.
When you start the performance appraisal meeting, you should begin by expressing your appreciation for the employee's contribution and highlighting their strengths and achievements. This will help you build rapport and trust with the employee, and create a positive atmosphere for the feedback. You should also use positive language and tone, and avoid words that can trigger defensiveness or resentment, such as "but", "however", or "unfortunately".
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The key thing here is the performance appraisal should hold no surprises. It's not an opportunity for you to bring up negative performance that has never been raised as an issue previously.
People aren't stupid, if you sound text book or too sickly (couldn't think of another word for it) they'll see right through it.
Be authentic and be yourself. Unless it's a new team member, you should already have a level of rapport, credibility and trust with the individual.
If you only meet twice a year to discuss performance and never coach your team, then you're wasting your time!!
When you deliver constructive feedback, you should be specific and constructive. You should focus on the behavior or outcome, not the person or their personality. You should also explain the impact of their performance, both positive and negative, on the team, the organization, and the customers. You should also provide suggestions and guidance on how they can improve their performance, and offer your support and resources. You should avoid comparing them to other employees, or making assumptions or judgments about their intentions or motivations.
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Including feedforward information - what the employee can do in order to reach the next level of performance - is also helpful to include as part of constructive feedback.
When you deliver feedback, you should not make it a one-way conversation. You should invite feedback and collaboration from the employee, and listen to their concerns, questions, and ideas. You should also acknowledge their feelings and emotions, and empathize with their challenges and frustrations. You should also ask for their agreement and commitment on the feedback and the action plan, and encourage them to share their own goals and expectations.
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In certain cases, consider that the employee may need time to digest the feedback before creating an action plan for improvement. Managers can lean into their emotional intelligence and determine if extra time is needed. If so, they can initiate and schedule a follow-up meeting where the employee can come prepared with their input into the action plan.
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Foster a culture of reciprocal growth by transforming feedback into a dynamic dialogue. Invite employees to share their perspectives, concerns, and aspirations, and acknowledge their emotions. Encourage collaboration, secure their commitment, and empower them to co-create their own success. By doing so, you'll unlock their full potential, drive engagement, and propel your organization forward.
When you end the performance appraisal meeting, you should end on a positive note. You should summarize the main points of the feedback, and restate your appreciation and recognition for the employee's work. You should also express your confidence and optimism in their potential and growth, and remind them of the benefits of receiving feedback. You should also follow up with a written document that outlines the feedback and the action plan, and schedule regular check-ins to monitor their progress and provide ongoing support.
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There should be no surprises in the performance appraisal meeting. Having performance conversations during the year ensures surprises are reduced.
Additionally, don't try to rush the discussion. If more time is needed to set plans for the upcoming year, use a separate meeting. This will help ensure the employee is prepared to set goals for the new year and is able to give their input, buy-in and commitment to the what's expected of them going forward.
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Avoiding the elephant in the room during appraisal discussions is a BIG NO. Make sure as a reviewing manager you share your views Ina. Formally document. While everything may not be accepted, you stick to facts. When sharing overall feedback it’s critical to share key expectations and why you rated what you rated so that there aren’t any ambiguities.
#myPOV
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From experience, I'd also add:
1. If your system allows people to ask for feedback, educate the person giving the feedback to offer a reason if they feel that they can't give feedback.
Having had a feedback request declined, with no reason given, this is damaging, rude and poor practice, especially from senior leaders.
2. If you're going to give feedback it's useful to give some positive examples and then give some examples of where improvements would make a difference. The feedback is then reinforcing and developmental.
3. If you're a leader and in the process of calibrating feedback as part of the process, put forward as part of the review, avoid soliciting one-off, negative feedback as a means of discrediting the positive feedback.