1. Performance Appraisals
âIf you wish to achieve worthwhile things in your personal and career life, you
must become a worthwhile person in your own developmentâ
Brian Tracey
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4. What
Performance development cycle
⢠Two-way feedback
⢠Discuss progress / setbacks
⢠Update objectives
⢠Objectives and indicators
⢠Discuss expectations and
development needs
Performance
development
planning
Reward and
recognition
⢠Investment in staff
⢠Motivation and trust
On-going
discussion
Performance
development
review
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Review previous
performance
Discuss development
opportunities
Career aspirations
Performance rating(s)
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5. Our process
October
Early â Mid
October
⢠Employees to
complete
"Employee
Only" sections
on Octopus HR
and notify
Manager.
November
Mid â End
October
⢠Manager to
complete
âManagerâ
sections on
Octopus HR.
⢠Arrange
meeting with
Head of HR to
confirm
ratings.
Early â End November
⢠One-to-One meetings to be
arranged by Managers
⢠Manager to communicate
rating to employee and
provide feedback.
⢠Online documents to be
completed and signed off
by Managers/Employees
⢠HR to be advised by
Managers when complete
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6. What makes a good appraisal?
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Planning
Feedback (give and take)
Setting objectives (SMART)
Effective communication
(active listening, questioning)
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7. Objectives and goal setting
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What is a goal/ objective?
What is the difference between the two?
How do they relate?
Why do they matter?
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8. Objectives and goal setting
Goals
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Primary and important
Large in size
The end
The result
The whole
Longer term
SMART
What you will do
(includes measures)
Steps to achieve goal
Objectives
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Sub-goals
Medium or small in size
The means to the end
The steps
Part of the whole
Shorter term
SMART
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9. Objectives and goal setting: An example
Step 1: Goals
Step 2: Objectives
Goal
Goal (Specific)
Measures
Objectives
(sub goals)
⢠Increase
clients
⢠I have X
number of
new clients
per month
by Dec 2012
⢠Using
networking
events
⢠£5000 profit
a month in
sales and
commissions
etc...
⢠I will attend
X number of
network
events per
month
⢠I will record
new client
details
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10. Objectives and goal setting
Step 3: Make them SMART
Specific
⢠state exactly what is to be achieved
Measurable
⢠capable of measurement âto
determine progress
Attainable
⢠realistic given the circumstances and
the (Specific)
Goal resources available
Relevant
⢠to the people /role responsible for
Measures
achieving them
Timed
⢠with a realistic time-frame in mind
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11. Objectives and goal setting: Overall
Step 1
⢠Goal (what)
⢠Specific goal
⢠Measures
Step 2
⢠Objectives (How)
Step 3
⢠Make them SMART
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13. Feedback types
⢠Negative - corrective comments about past
behaviour. These are things that didnât go well.
⢠Positive - affirming comments about past
behaviour. These are things that went well and
need to be repeated.
⢠Constructive â can be negative, positive or
neutral. Gives suggestions for improvement.
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14. Dealing with developmental feedback
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Question âHow can I do betterâ?
Actively seek it, various sources
Get specifics / examples
Focus on solutions
Positive attitude
Be thankful
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"Performance review." Does the mere mention of this event make your heart sink? Talk through resistance to doing performance appraisalsDo: Introductions / Ice Breaker. Ask:share name, department or role in the organisation, length of service, and one little known fact about themselves / What are your aims from this training? What are you hoping to achieve?Allow group 5 minutes to write down and share with group.Very informal learning session today. We are restricted by time but would like all to openly discuss and ask questions when they need to. Handout: Fable of bee keepers and their bees.Duration: 2-5 minQuote: Brian Tracy (Professional speaker, author, success expert).
Do:Talk through.Duration: 1 minFacilitator â make note of objectives for each person.
Duration: 1-2 min
What is a performance appraisal?It is a systematic and periodic process that assesses an individual employeeâs job performance and productivity in relation to certain pre-established criteria and organizational objectives.The performance management / development cycle. Explain slide.Say: The perf. Appraisal is part of the perf. Development cycle. This (slide) is the bigger picture.Duration: 1minManasa, K. & Reddy, N. (2009). Role of Training in Improving Performance. The IUP Journal of Soft Skills, 3, 72-80.
Hand-out needed: Process cycleWhere to get formsWho does what and when?How submittedWhat happens after I submit my form? (mention who can view what)Note: Manager to decide rating but not confirm to employee until meet face-to-face. Meet with YP first. Activity: Demo of filling in forms on Octopus / hand-out showing screen shots.https://www.octopus-hr.co.uk/portal/marex.html Duration: 5-10min
Talk through slide, effective communication is key.Planning â for discussion â structure, facts for feedback, planning and booking.Planning â holding meeting â skills needed, questioning, active listening.Handout: Self check communication skills Duration:1-3min
Group discussion: flipchartWhat is a goal / objective?Goal = what you will do (includes measures)Objective = steps to achieve goal.What is the difference between goals and objectives?generally broad statements of desired outcomes expressed in general terms while objectives add specificity, denoting the knowledge, skills, abilities, values, and attitudes(or SMART)Â staff exhibit to reflect those broader goals. How do goals and objectives relate?Goals and objectives inform one another. Why Set Goals?Goal setting is used by top-level athletes, successful business-people and achievers in all fields. Setting goals gives you long-term vision and short-term motivation. It focuses your acquisition of knowledge, and helps you to organize your time and your resources so that you can make the very most of your life.By setting sharp, clearly defined goals, you can measure and take pride in the achievement of those goals, and you'll see forward progress in what might previously have seemed a long pointless grind. You will also raise your self-confidence, as you recognize your own ability and competence in achieving the goals that you've set.Why does it matter?Get clarityHelps define and evaluate what the real outcome should be. i.e. do I really want my staff to âbe more productiveâ? What does that even mean?Provides a framework of powerful questions to help think goals through.Helps focus the mind â for all.Clear goals = increased chances of achieving themClear, more efficient communicationDuration:5-10 min
Talk through. Duration:1-3 minHandout: Goals and Objectives
Talk through. Lets think about a process for goal setting. Let's imagine your goal is⌠(slide).Step 1: better to set specific goal (talk about SMART goals later on) but at this point you can have a general one.Step 2:is to define just how you will achieve your goal. Your objectives will vary in scale. Some may be relatively complex, others may only require simple one off actions.Duration:1-3 min
Ask: what does the acronym mean?Say: Like your primary or main goal, many of your sub goals - your objectives, should now be made into smart goals i.e. specific, measured, attainable, relevant and timed.smart goal setting technique can and should be used for both longer term, larger, more complicated goals as well as for your objectives - your shorter term, smaller goals.Duration 1-3min
You can make your goals and objectives SMART as you go along, or do this at the end.Duration:1-3 min
Talk through.Say: there are various ways of doing this, here are some examples.RememberKeep it consistentInternal / ExternalStrengthsWeaknessesOpportunitiesThreatsDuration:1-3 min
What is feedback? Feedback is information about how we have performed in relation to a stated goal.Total Duration:1-3 min
Say: youâve received developmental feedback â how can you best deal with it? Dealing with developmental feedback.Question âHow can I do betterâ?Actively seek it, various sourcesGet specifics / examples â be preparedPositive attitude â try not to make it personallyBe thankful â this depends on your attitude. If you see it as something which adds you value you will automatically be thankful.Duration: 3-5min
Duration: 1-2 min
Handout: Training evaluation form / sticky notes â feedback (anonymous)All relevant handouts will be sent to them via email.Duration: 2-8 min Total Duration: (1hrâ 1hr 45min)