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Ten Minute Guide to Performance Appraisals

Book Description

As a new manager, how do you construct a performance review that will give your employees balanced, encouraging feedback, yet provide them with the critiquing they may need? This book answers that question. It explains the importance of employee appraisals to your staff's future performance, and details what you need to do before evaluation time comes around. You can learn how to write the review, how to handle the face-to-face part of the review, and how to deal with the aftermath of a bad review. It also gives ideas for establishing goals and priorities that employees can work toward, and suggests tools for helping them improve on their weaknesses and run with their strengths.

Table of Contents

  1. Copyright
  2. Preface
    1. Introduction
    2. Conventions Used in This Book
    3. Acknowledgments
  3. 1. The Goals of Performance Appraisal
    1. The Elements of Performance Appraisals
    2. Performance Improvement
      1. Speed
      2. Quality
      3. Service
      4. Value
    3. Employee Development
    4. Employee Satisfaction
    5. Compensation Decisions
    6. Communication
    7. The 30-Second Recap
  4. 2. Improving Performance
    1. Measuring Performance
      1. Not All Results Are Measurable
      2. Other Useful Measures Are Overlooked
      3. Quantifiable
      4. Easy to Understand
      5. Well Balanced
      6. Easy to Track
      7. Frequently Published
    2. Current Performance
    3. Desired Performance
      1. Continuous Improvement
    4. The 30-Second Recap
  5. 3. Encouraging Employee Development
    1. Becoming a Mentor
      1. Wisdom
      2. Trust
    2. Evaluating Strengths
    3. Exploring Employee Interests
    4. Matching Strengths and Interests
    5. The Need for a Development Plan
    6. Creating a Development Plan
    7. The 30-Second Recap
  6. 4. Striving for Employee Satisfaction
    1. The Benefits of Having Happy Employees
      1. Retention
      2. Absenteeism
      3. Grievances
      4. Productivity and Quality
      5. Increasing Effectiveness
      6. Enthusiasm
    2. What Makes Employees Happy?
      1. Variety
      2. Growth Opportunities
      3. Learning
      4. Participation
      5. Recognition
      6. Security
    3. Employee Differences
    4. The 30-Second Recap
  7. 5. Compensating Employees
    1. A Common Occurrence
    2. Avoiding Problems
    3. The Value Proposition
      1. Quantifying Value
      2. Failing to Raise Expectations
      3. Emphasizing Past Performance
      4. Helping Employees Understand Value
    4. Base Pay
      1. Large vs. Small Organizations
    5. Incentive Compensation
    6. The 30-Second Recap
  8. 6. Improving Communication
    1. The Impact of Poor Communication
    2. The Keys to Effective Communication
      1. Complete Communiqués
      2. Listening
      3. Respect
      4. Style
      5. Mood
      6. Tone
    3. The Role of Communication in Performance Appraisals
      1. Encouraging Success
    4. The 30-Second Recap
  9. 7. Looking at Sample Questions
    1. Appraisal Form Design
      1. Numeric Measures
      2. Comment Section
      3. Captions for Numeric Measures
    2. Performance
      1. Speed
      2. Quality
      3. Service
      4. Value
    3. Other Evaluation Criteria
      1. Interpersonal Skills
      2. Success Mentality
      3. Openness to Change
      4. Creativity
      5. Communication Skills
      6. Initiative
      7. Planning and Organization
    4. 360° Feedback
    5. The 30-Second Recap
  10. 8. Three Approaches to Performance Appraisals
    1. Approach One: Favors the Evaluator
    2. Approach Two: A Balanced Approach
    3. Approach Three: Employee Participation
    4. A Few Reminders
    5. The 30-Second Recap
  11. 9. Preparing for the Meeting
    1. Process Versus Project
    2. Your Style
    3. Employee's Style
      1. Encouraging Style
      2. Neutral Style
      3. Critical Style
    4. Blending Styles
    5. The 30-Second Recap
  12. 10. The Meeting
    1. Factors Influencing Employee Comfort
      1. Participation in Setting Goals
      2. Self-Monitoring Feedback Systems
      3. Employee Self-Confidence
      4. Your Style
      5. Your Approach
    2. Setting the Tone of the Meeting DCF
      1. Cause for Celebration
      2. Performance Appraisal, Not Personal Appraisal
      3. Candor and Disagreement
      4. Accepting Responsibility
      5. Separating Appraisals and Salary Reviews
      6. Joint Decisions
    3. The 30-Second Recap
  13. 11. Gaining Your Employees' Trust
    1. The Importance of Trust
    2. Trust—Right or Privilege?
      1. Be Interested in Their Success
      2. Recognize Their Contributions
      3. Criticize Privately
      4. Treat Your Employees as Peers
      5. Avoid Comparing Employees
      6. Admit When You're Wrong
      7. Allow Your Employees Their Own Devices
      8. Matching Words and Actions
    3. The 30-Second Recap
  14. 12. Forging Agreements
    1. Levels of Agreement
    2. Agreeing on Your Employee's Strengths
    3. Discussing Improvement Opportunities
      1. Approaches to Improvement
      2. Measures of Improvement
      3. Deadlines for Improvement
      4. Rewards for Improvement
    4. The 30-Second Recap
  15. 13. Feedback Systems and Recognition Programs
    1. Feedback Systems—The Missing Link
    2. Marketing
      1. General Awareness Marketing
      2. Order Eliciting Marketing
    3. Sales
    4. Production
    5. Credit and Collection
    6. Human Resources
    7. Finance
    8. Recognition Programs
    9. The 30-Second Recap
  16. 14. You Can't Win 'Em All
    1. The Problem
      1. When an Employee Doesn't Value Professional Growth
      2. Poor Morale
      3. Confidence
      4. When an Employee Doesn't Enjoy Work
    2. The Solution
      1. When an Employee Doesn't Value Professional Growth
      2. Poor Morale
      3. Confidence
      4. When an Employee Doesn't Enjoy Work
    3. The 30-Second Recap
  17. 15. Pulling It All Together
    1. Performance Appraisal—A Process
    2. Time Commitments
    3. Establishing Time Frames For Corrective Action
      1. Daily Checklist
      2. Weekly Checklist
    4. The 30-Second Recap
  18. A. Glossary
  19. B. Bibliography
    1. Further Readings