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Managing Your Performance Review in 90 minutes

Effectively Communicating Outcomes

Keita Williams

While we are evaluated on an ongoing basis whether formally or informally, performance reviews often produce a rollercoaster of emotions for employees, managers, and HR business partners. The fear of a bad review, not meeting or exceeding the agreed upon goals, or receiving feedback that is impossible to implement are real concerns for most employees.

As an individual contributor, you are often given convoluted instructions on how to prepare for the performance review mere weeks before it is to take place. After the formal performance review, you receive a lot of feedback on WHAT needs to be accomplished by the next review cycle with a considerable disconnect on HOW you will accomplish the goals. Having a clear plan to execute, tracking your progress against the plan, having constructive feedback-rich conversations with your manager, and troubleshooting in real-time to avoid the dreaded bad review are critical components that are often left as a nebulous process to figure out on your own. This “skills gap” is perpetuated across industries and organizations and we hope to address it regardless of role, business footprint or location.

The hard truth is this… The performance review process is not just a company-driven initiative with advanced software to benchmark and new tools launching daily to substantiate performance. In reality, it is an individually driven process where you have more ownership over the outcome than you think. Since the review process varies from organization to organization, there isn’t a one-size-fits-all approach that will guarantee a seamless experience. We will provide a different approach that gives YOU, as an individual contributor, the tools to take personal ownership of your goals and succeed.

What you'll learn-and how you can apply it

Preparation (for your upcoming review)

  • Tips to prove your results for unclear/squishy goals
  • Self-evaluation set-up (using powerful language to evaluate your performance)
  • Pre-draft your S.M.A.R.T. (Specific. Measurable. Achievable.Relevant. Time-Bound.) goals for your next review cycle

Power to Clarify Your Goals

  • Turn manager feedback and goals into S.M.A.R.T. goals where you can show progress
  • Clearly define the goal’s focus area and why it is important to the organization
  • Distill and filter the noise into a goal

Purposeful Planning to Track Your Progress

  • Break down the goals on your performance review into realistic action plans with 30, 60, and 90-day benchmarks
  • How to check and communicate your progress up and out

Passionate Perseverance to Hold Yourself and Your Manager Accountable

  • Shift an individual contributor/manager relationship to an accountability partnership
  • Structure 1:1 meeting to focus on the progress alongside the action plan
  • Drive the conversation to highlight progress and areas requiring support
  • By the end of this live, hands-on, online course, you’ll understand:
  • Troubleshooting techniques to prepare for an upcoming review
  • How to provide results-driven self-evaluation
  • The importance of leading the S.M.A.R.T. goal conversation

And you’ll be able to:

  • Create your own S.M.A.R.T. goals and action plans to move them forward
  • Develop tracking structures for your goals
  • Communicate goals and progress to managers

This training course is for you because...

  • You want to turn recent performance review feedback into actionable goals
  • You’re an individual contributor and you want to get clear goals on how to stretch in your current role
  • You’re individual contributor who has received a poor performance and you earnestly want to get back on track
  • You're a newly promoted manager looking to help facilitate goal setting and structured accountability for your team
  • You’ve been in management for some time and feel you want to empower your team to set meaningful goals and achieve them

Prerequisites

  • A baseline understanding of your current company’s review process

Recommended preparation:

Recommended follow-up:

About your instructor

  • Keita Williams is the Founder and Chief Strategist of Success Bully, an elite accountability practice for high achieving, Type “A”s who are stuck. We offer strategic support (a professional butt-kicking) to create momentum in both their personal and professional lives. Success Bully develops bespoke 90-Day Sprints to develop clarity and habits to achieve big hairy audacious goals.

    At the end of 2016, Keita dusted off her vision board and woefully looked at the goals that she had set for herself late in 2015. It was an eye-opening experience. Most areas remained unchanged and, in some cases, there was backward momentum. She found that this was also a recurring theme among her circle of influence.

    What could have been done differently? The answers were crystal clear -- an actionable plan and some good old-fashioned accountability. From there, Success Bully was born. This rapidly growing practice includes three focus areas 1:1 services, workshops/seminars and content including the Success Bully Podcast and the Daily Butt Kicking video series on YouTube that features tips and intimate interviews with founders and business leaders.

    Keita is a recovering Tech PR hound who has conceptualized and executed communications strategies across consumer tech brands of various sizes and stages. From mobile phones, tablets, laptops, apps and digital entertainment, she has launched and told stories for all manner of gadgetry.

    Keita is a proud Wildcat who holds a B.S. from Northwestern University in Communication Studies. For more information, check her out on successbully.com, @successbully on Instagram & Twitter and download her weekly Success Bully podcast on Apple Podcasts.

Schedule

The timeframes are only estimates and may vary according to how the class is progressing

Hack the Performance Review Preparation + Power (50 minutes)

  • Introduction
  • Pop-up Performance Review Poll
  • Pop-up Performance Review Discussion
  • Presentation: Preparation (for your upcoming review)
  • Self-Evaluation Exercise
  • Presentation: Power (to clarify your goals)
  • Q&A
  • Break (5 minutes)

Hack the Performance Purposeful Planning + Passionate Perseverance (35 minutes)

  • Tracking Poll
  • Presentation: Purposeful Planning (to track your progress)
  • Q&A
  • Presentation: Passionate Perseverance (to hold yourself and your manager accountable)
  • Final Q&A