A while back I wrote to about the best ways of preparing for an appraisal. Today I’d like to expand on that by adding a few additional items that will help the appraisal process to run a bit smoother.

Set a Date and Time

Start by letting your employee known exactly when and where his appraisal will take place. Most employees know around what time of year their annual appraisals take place so letting him know the date and time a bit in advance will save him a considerable amount of anxiety. It will also give him plenty of time to gather any information he’d like to present.

Choose a Neutral Venue

Choose a private place within which you can hold your appraisal meetings. Don’t use your office or the office of your employee. Try to find a quiet conference room and make sure that your staff knows not to interrupt your appraisal meetings. Your employees deserve all of your attention during their appraisals.

Positioning

Make sure that no matter what room you are in the layout is friendly and welcoming. Try to choose an informal environment and try to avoid sitting face to face or across from one another. If one person sits at the head of the table the other should sit to his right or left, at a 90 degree angle. It’s a bit more causal and a lot less confrontational.

Be Friendly

Despite your distaste for the appraisal process, you simply must be friendly, positive, and calming. Your employee, regardless of how great he performs, will likely be terrified of his appraisal. Make sure you smile, open with a positive statement, and use open body language at all time. Make sure your employees know that their appraisal meetings are theirs and they are welcome to add their own input at any time.

These are only a few more things you can do to make the appraisal process a more positive experience – for both you and your team members. I’ll have more for you later on! Until then, enjoy planning for your next set of reviews!

Thanks again,
Sean

Sean McPheat
Managing Director
MTD Management Course

Click below for a:
FREE email course “Improve Your Management Skills”

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While the performance appraisal process isn’t exactly a favourite amongst managers, it is helpful to know that there are several different types of performance appraisal strategies to choose from. Knowing there are options available should give you the flexibility to find the right type of appraisal method for each department or even specific employee within your organisation. Here are a few different types of appraisal methods:

• The 360-Degree Appraisal - This method of appraisal involves allowing other employees to fill out a questionnaire detailing their experiences with a specific employee. The feedback of peers can be reviewed by the manager and considered during the appraisal.

• General Performance Appraisal - This appraisal method involves ongoing communication between the manager and employee throughout the entire year. At the end of the year you’ll determine whether the pre-set goals and objectives were met, provide feedback, and set new goals.

• Technological/Administrative Performance Appraisal – The technological or administrative performance appraisal focuses more on technical skill than anything else because these employees have specialized tasks. They’re judged on specific skills, the amount of work they produce/complete, and a variety of other tasks.

• Manager Performance Appraisal - Managers must go through the appraisal process as well. This type of appraisal usually covers both job skill as well as human resource skill, as most managers usually have clients to keep happy as well as a team to keep organised. Most often a manager appraisal will include feedback from team members, usually obtained anonymously.

• Employee Self-Assessment - This type of appraisal is one of the most dreaded by employees as no one seems to enjoy rating themselves. Most often the self-assessment is compared to an assessment completed by the manager and then discussion regarding the differences follows.

• Project Evaluation Review – A project evaluation review is a great project management tool. Instead of waiting until the end of the year an employee or team is reviewed at the end of each project. This gives them the tools necessary to make adjustments for the next project.

• Sales Performance Appraisal – Sales performance appraisals are often the easiest to conduct but the most painful. A salesperson is simply judged on his results versus his set goals and salesmen are often held to their financial goals more than any other section of the organisation. A manager and salesperson must discuss ways to achieve their goals or changes that need to be made to make them reachable yet still realistic.

There are a myriad of different appraisal types and we’ll go over each in more detail in the future. Simply walk away today with the understanding that there is no “out of the box” appraisal process you can apply to every member of your organisation. They’re all individuals and have to be appraised as such as well!

Thanks again,

Sean McPheat
Managing Director
MTD Management Training

Click below for a:
FREE email course “Improve Your Management Skills”

As a manager, one of the most dreaded tasks you’re going to have to complete is an employee performance appraisal. They happen at least annually, and are more often if you have a new employee or if you have had to place one on probation. No one, manager or employee, enjoys the appraisal process.

Even still, it’s important to understand the logistics of how the appraisal process works. Your organisation’s human resource department should have already taken care of the legalities behind the creation of the review process and is most likely responsible for giving you the formal paperwork for completion. It’s now up to you to complete the actual review. Here are a few things to keep in mind during the process.

Don’t spring a last minute meeting on your employee. It will likely take you a considerable amount of time to gather the information needed for the review. If you know the review is coming up, your employee should know, too. Give him at least two weeks notice so that he can prepare his own documentation, if necessary.

Give your employee the opportunity to review himself. Give him a blank copy of the review form and ask him to complete it and return it to you at least a week before the meeting. Having him answer the same questions about himself that you are trying to answer may shed a different perspective on your thoughts and opinions regarding the way he or she works.

Have a good understanding of your employee’s job description. This should go without saying, but also relates back to your technical skills and abilities. Do you really understand how your employee’s job is done on a regular basis? If not, you need to find out. How can you judge or rate him if you have no idea what he is actually supposed to be doing?

Avoid surprises during your performance appraisal meeting. Do not bring a laundry list of negative issues or problems to the performance appraisal meeting. If an employee’s behavior or work has not been up to standard, this is not the time to address or rehash those concerns unless the concern is very recent or you have addressed it previously. Performance appraisal meetings should be positive experiences.

This isn’t an all-inclusive list of steps to take when preparing for a performance appraisal meeting, but should give you a firm foundation to start from. I have found that the more prepared I am going into this type of meeting the smoother they tend to go. No one enjoys being reviewed, so your employees will appreciate your efforts to keep the process as painless as possible.

Thanks again,

Sean McPheat
Managing Director
MTD Management Training

Click below for a:
FREE email course “Improve Your Management Skills”