Key to understanding performance review is to first understand your system...know this and you can play to win the game!
Understanding performance review then becomes a breeze...
Will you be playing in a game if you don't know what the rules are? Unlikely, right?
Well, the performance management or appraisal system is very similar. Understanding performance review rules will enable you to have a better chance of winning!
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Things you need to understand before you startOverall process - a good place to start understanding performance review is by
understanding how the overall process works. Does your company use a 360 performance review
system or a more traditional system? In some companies this is very clear and
transparent so it is easy to follow. If it is not, then start with your manager. Ask them
to describe to you how the overall appraisal works and the key steps in the process. If your
manager cannot describe this then you should be concerned. Good managers should know this
process well. You could also ask your Human Resources representative for
clarification.
Linkages - the process of conducting the review or the performance appraisal
is usually not a stand-alone activity but connected to other people process activities
in a well designed system. By understanding performance review linkages to other processes
you will have a better appreciation of the relationships and implications. For example,
you set objectives at the start of the year and establish an employee development plan
to help you meet the objectives. Then have a follow-up review with your manager during
the year followed by your final performance review. This then impacts on your compensation
such as pay increases, bonus, etc. Your performance data can also be used for aspects of
your career growth and development. So, if you are aware of this big picture and can see
the completed puzzle you will have a better understanding of how the whole system works
together and how to make it work for you.
Your role - it is best to clarify this early on. You understanding performance
review roles and responsibilities is key. What is your role in the appraisal process? Do you get to
have a say in this by writing
your performance review or is it completely done by your
manager? Or, is it a joint process where you and your manager work together to complete
the review? And, who does what? Again, asking these questions will put you in a better
position to know the rules of the game and go for the win. Your manager or Human Resources
representative should be able to answer these questions.
What if you cannot have your say - good performance management systems are
designed so you can
have your say. But, what if the system does not allow for that? Well, this is where a
little creativity and persuasion comes in on your part. Understanding performance review
process, linkages and roles as explained above will make you more creative. Here are some
ideas. You can write up a list of your achievements throughout the year. You can reflect
on how you think you went against your objectives and career plan,
and write down what you learnt,
what your challenges were and how you overcame them, and your views on how to do even
better in the job. You can talk about how you closed your competency gaps
using a variety of career development techniques
and how they helped you improve
your performance and overall image.
You can also collect customer inputs and write up all
the good things they have said about you.
Once you have done this you can arrange for an informal discussion with your manager
and give them a copy of your notes. Preface it by saying that these are your thoughts as you
reflected on your performance during the year and they may be of use as your manager
prepares for the performance review. Guess what? Most managers do not drool over writing
performance reviews and I bet you they are going to take a look at your notes and use some
of them! And, you have just found a way to have your say even if the rules did not allow
for it. You can now see how understanding performance review process helps you create new
rules to win the game!
Forms - performance reviews are usually documented so forms become an integral
part of the process. Find out what forms to use or the links for a 360 performance review.
Get the latest version as they
change over time and find out which parts you have to complete. If you are new to this then
ask for a sample so you have a better idea of what goes where. Also, find out if what you
write is draft or final. You can change a draft and provide further input later on but
if it is final and once you write it up that's it.
Timeline - understanding performance review timelines is another important
aspect of the preparation process. This is where you find out the exact steps of the
process, the tasks involved and the dates associated with it. Each activity may have a
start and finish date along with deadlines. If your manager has many subordinates then it
will be in your interest to get your review in early rather than rush at the end when
everyone else is trying to get theirs in. It will also be easier for you to arrange for an
informal discussion with your manager early in the process than at the end. So, it pays to
understand this and work the system to your advantage.
Previous
- what you want from your review.
Next
- what data to collect.
All 10 steps
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