Studying the form in Performance Appraisal

Wednesday, August 31, 2011 by John Rice
A brief one today pointing to Seth Godin's recent post about filling in forms; it made me think about how when designing performance appraisal forms, we need to give careful thought as to how we lay them out online, what sections we include, what we make free text and what we make tick box or drop downs, etc.

You have an opportunity to signal what is important; if you value a meaningful conversation around someone's career aspirations then make it a large, free text box!

John

Performance Appraisals; a nudge is as good as a wink

Wednesday, August 24, 2011 by John Rice
We recently completed a project with a client who had implemented our online performance appraisal system for the first time. 

The success of the project, measured by near 100% completion rates within the given time period, was naturally due to many factors; a simple to use system interface, well designed forms that worked well online and an overseeing & dedicated administrator to maintain the momentum.

It will probably come as no surprise that it is this latter factor that still plays a very important role in the success of any appraisal process - the system cannot be expected to drive the process, it is simply there as an enabler.

It is important to communicate the benefits of the new system, to post notices through the different channels available reminding people to complete their appraisals, to offer helpdesk support, to engage with both line managers and employees alike to want to to complete the task.

As Samuel Johnson once wrote, "Man needs more to be reminded than instructed"..and I think this holds true for performance appraisals - a nudge here and there go a long way.

John

360 Degree Feedback in the context of Talent Management

Tuesday, August 23, 2011 by John Rice
As part of my ongoing postings with regard to 360 degree feedback and performance appraisals, I want to try and keep these practices within the wider context of 'Talent Management'.

Much has been said around this term, and there are numerous intrepretations of what it means - not unsuprisingly, it varies from one organisation to another as they attempt to firstly define what 'talent' means to them, and secondly as they agree what 'managing' this pool of talent actually entails.

Without veering off into too much detail at this stage, two elements that we feel are essential within any talent management initiative, are that of performance appraisals and 360 degree feedback; in effect, a measure of 'what' someone does and 'how' someone does it.

These processes sit within a talent management cycle of attraction/recruitment, management, development, and retention.

Performance Appraisals and 360 degree feedback fundamentally underpin both management and development, but naturally feed into a sensible recruitment policy and retention strategies too. 

Properly attended to, these core processes create a virtuous circle of better retention through higher levels of engagement as individuals feel invested in and cared for, thereby reducing attrition and offering better visibility of an organisations's talent, leading to reduced recruitment costs as internal staff are effectively moved around and 'up' the hierarchy. 

This is a very broad and high level view, with other benefits to be discussed, but for now it serves to simplify what has often become seen as a very complicated process.

John

Top 5 things a Performance Appraisal should do

Wednesday, August 17, 2011 by John Rice
As we speak to many of our clients, there is very often a discussion around their current performance appraisl form and whether it if 'fit for purpose'.

They will sometimes be unsure of the form because they feel it doesn't capture the information they need it to and ask if we have examples of other forms to show them.

However, it is very rare that we have to provide alternative examples, because instinctively they do know what their form should contain; they just need to remind themselves of the purpose of the appraisal.
  • It should review the current year objectives, because we need to 'appraise' performance against these objectives...did they complete the objective and to what degree?
  • It should reflect on whether they were any obstacles that may have contributed to a failure to meet objectives; systems, processes, organisational factors, etc
  • It should set the forthcoming year objectives, to provide clear direction going forward. These should be set against the usual criteria of being SMART where appropriate.
  • It should capture the agree training & development needs for the individual; this might be structured training programmes, coaching or on-the-job mentoring.

These are 4 things a performance appraisal process or form should achieve; it may be that career aspirations, competency assessment (as with 360 degree appraisal) and an overall performance grade are also added as the form evolves.

Notwithstanding all of this, it should be remembered that the appraisal form is a means to an end, so the most important thing a performance appraisal should do is stimulate a meaningful conversation between an individual and their line manager.

John

360 Degree Appraisal and Psychometrics

Friday, August 12, 2011 by John Rice
I had a conversation recently with a company MD and he asked what we did; I explained about how we help organisations get feedback on individuals to help them develop and modify their behaviours through on-line 360 degree appraisal solutions.

He commented that he had already conducted a Myers Briggs (MBTI) analysis of the senior management team, citing strengths and weaknesses, so didn't have any need to run a 360 process.

I can appreciate the comment, but it made me realise that there is still perhaps some confusion as to the place of these assessments and that of a 360 degree feedback process.

MBTI in my mind, is a great tool in providing an insight into the personality of an individual; their preferences, something of how they should interact with the world and others.

However, just because that is their designated 'profile', it doesn't necessarily translate into actual behaviour; who they 'are' may not give us what they 'do'.

360 degree feedback is all about what an individual does, day-to-day, and what the impact is of those behaviours and actions on those around them.

It allows an individual to see how others perceive them and make a decision as to what they wish to modify in their behaviour and what they are happy with.

So, I think personality assessments are a neat way to raise self-awareness, but nothing quite hits home the way feedback does from your colleagues, direct reports and boss.

John

360 Degree Feedback as a 'change' project...communication is key

Wednesday, August 10, 2011 by John Rice
A recent project had me very closely involved in not only the design and introduction of an online 360 degree feedback solution, but also in advising the client as to how such a  system should be talked about with their employees.

We are very passionate about the fact that introducing 360 degree feedback as a process or even migrating a performance review system on-line will only succeed if you manage to communicate the benefits and allay the concerns of your staff.

Implementing these new processes constitutes a significant change for many people, and as with any change in an organisation, it has to be well managed.

That means you need to consistently, clearly and regularly communicate the change; why it is happening, how it will happen, and what the benefits are to both the individual, the line manager and the company as a whole.

As soon as you look at introducing on-line 360 degree feedback and performance appraisals in this way, you are already well on your way to having a successful launch that will ensure the organisation reaps the most from the practice.

John

360 Degree Feedback....how dare you say that!!

Monday, August 8, 2011 by John Rice
Sometimes when we are asked to participate in a tender process for an on-line performance appraisal or 360 degree feedback solution, we usually have a list of 'essential requirements' and 'desirable requirements'.

Recently, I was responding to one of these and saw to my dismay that on the list of 'essentials' was the need to provide a 'Profanity Filter' - I understand that no organisation wishes to have a 360 degree appraisal process undermined by people using bad language or writing insulting personal statements of dubious nature, but to try and have the system police that is the proverbial sledghammer to a nut.

In our experience, the use of bad language in 360 feedback is all but non-existent, and by the time you have successfully communicated the fact that a respondents comments are going to be displayed 'verbatim' to the intended recipient, any last chance that someone will swear or label someone inappropriately, disappears.

If there really is a fear that users will use bad language in this way, there is surely a bigger issue at hand; one that no online appraisal system can remedy.

John

We do 360 degree feedback and performance appraisals...and what do you do?

Friday, August 5, 2011 by John Rice
I have just returned from a holiday and have been musing on what I think is a common scenario when meeting people abroad, or come to that in any social situation.

The opening question is often 'And what do you do?'.....as with many people, I waiver between having a 'Elevator Pitch' response to hand, which is slick and short, and trying something more elaborate and descriptive.

"We are a provider of online solutions to HR departments" went one response....then "We are a leading provider of tailored on-line performance appraisal and 360 Degree Feedback systems"....they didn't feel right...

So I thought some more, and considered the analogy of the man who goes into the hardware shop to buy a drill.....he doesn' t want a drill, he wants to make a hole in the wall...furthermore, he doesn't just want a hole in the wall, he wants to put a nail in the wall so he can hang a beautiful picture....

Likewise, our clients don't want a 360 degree appraisal system....they want to get feedback on employees....furthermore, they don't just want the feedback for the employee, they want the employee to use the feedback to have a conversation with their line manager or coach to decide what they can do differently or skills they can develop....and finally they want that development to help the organisation perform better as a whole....

So, what do we do? We help organisations perform to the best of their ability by helping them develop their people in the right way.....now that's a picture worth painting.....

John

It's not just about the software with performance appraisals

Wednesday, August 3, 2011 by John Rice
I caught sight of another recent survey which was looking at successful initiatives within organisations which were believed to boost productivity. 

Training for Managers was highest on the list, closely followed by performance management - this is a theme I have seen emerge in many surveys, and again highlights the critcial role of this managerial practice as a means of ensuring employees work to the best of their ability.

As with 360 degree feedback though, doing it is one thing, doing it efficiently through the use of web-based technology is another, but doing it effectively requires a mindset whereby managers realise that good performance management isn't just an annual review, or a form filing exercise, but rather a series of meaningful conversations with their team members that allow them to explore how they could improve, change and develop to maximise their contribution.

John

The art of meaningful conversations in 360 degree feedback

Friday, July 29, 2011 by John Rice
We are in the process of revamping our website and our marketing collateral to better reflect our 'brand' within the field of online 360 degree feedback and performance appraisals.

As we discussed this topic, it became clear that we had evolved considerably since the early days of Bowland Solutions - not just in what we could offer our clients by way of solutions, but also in what we valued ourselves.

It was apparent that we all held a deep rooted belief in the power of feedback for individuals, and that given quality feedback, individuals would on the whole make better choices - choices around how they should develop themselves and/or improve their performance in the workplace.

This then lead on to another belief, which was that it was when there was a meaningful conversation about that quality feedback, between the individual and a skilled coach, mentor or line manager, that those choices would be even better still - the process of sharing the feedback with someone who can guide the individual through from understanding the feedback to taking action was crucial.

And so, a set of statements began to crystallise, which we feel captures what it is Bowland Solutions is really about.....not just a provider of online 360 degree feedback solutions and alike, which is part of what we do, but rather a believer in the whole process of creating foucsed questionnaires, quiet systems and insightful reports all geared to make meaningful conversations happen.

John

Have you heard the one about the peer, direct report and the line manager?

Friday, July 8, 2011 by John Rice
I know this sounds like a modern update on the Englishman, Irishman and Scotsman joke....alas no punchline here, as I was merely refelecting on the terminology that clients specify when we implement online 360 degree appraisal systems with them..

We will have many discussions around whether the term 'Peers' is correct, or if 'Direct Report' is appropriate, and what we mean by 'Line Manager'?

Inevitably, the direct report term finds favour, it is factual in so much that it denotes someone who 'directly reports' to the feedback recipient, and is less controversial than 'subordinate'.

The term 'Peers' will sometimes be changed to 'Colleagues', with an additional prefix to denote if they are 'Internal Colleagues' or 'External Colleagues'...a valid distinction if the external colleagues group can offer an opinion worth separating from the internal ones (which they usually are able to!).

Line Manager denotes that person who has direct supervisory control over the feedback recipient  day-in and day-out....they may well have another manager who they report into, but this will often be in relation to a specific project - there can, as in the words of 'Highlander'....be only one....

The terms given to all of these respondents is as important as the rating scales terms, or wording of the question, or guidance text in the invitation email - it should all be thought about and reflect the culture of the organisation.

We always work very closely with our clients to ensure they give consideration to this; why go to all the trouble of implementing a tailored online solution, if you don't shape it to suit you?

John

What are the skills required to conduct an effective debrief?

Friday, July 1, 2011 by John Rice
We have discussed before what feel the role of a 'debriefer' is - a debriefer being the person who sits down with a recipient of a 360 degree appraisal cycle and shares the results with them face-to-face.

I suggested that the role of such a debriefer was to act as an intermediary between the recipient and their feedback report - with this in mind, we can consider what the key skills of such a person should be.

Before the session begins, a debriefer should prepare adequately for the session itself - they require the ability to analyse the report in isolation and begin to assess what the themes are that are emerging, patterns that repeat, ratings and comments that differ between different relationship groups, e.g. do the peers believe something very different to the direct reports or boss?

Once into the debriefing session, the debriefer needs to be able to place the recipient at ease sufficiently such that they feel free to express themselves - I find this no different in many respects to any 1-2-1 interaction, but the key difference I feel is that the recipient understands the nature of the session i.e. what YOU are there to do, and that the conversation is confidential - if it isn't you must say this though.

Establishing some position of trustworthiness is critical to being able to support the recipient through the process.

Not unsuprisingly, listening is an essential skill - actively listening to the recipient and gauging what it is they are really saying will provide you all you need to move constructively through the session.

A temptation is to think about what you are going to say next; how to solve the issue, offer advice, move to action or simply to ask another question.....resist all of these! Listen and you will know what it is the next step..

Asking questions is another key skill in a 360 feedback debrief, but probably warrants another post, so I am going to leave it for now.

All of these skills are discussed in detail during our 1-day training programme for anyone tasked with handling the face-to-face debriefs, be they HR, L & D professionals or Line Managers; feel free to get in touch if you would like to know more.

John

How to conduct a face-to-face 360 degree feedback debrief

Tuesday, June 28, 2011 by John Rice
At Bowland Solutions, we offer an end-to-end process in helping our clients ensure that the 360 degree appraisal cycle is successful in every way - I have mentioned many times that it is the 'human element' which is of greatest importance...what do I mean by this?

I believe that it is the sharing of the feedback with the recipient which is one of the most crucial stages in the whole process - the human interaction between the recipient, and as we call them, the 'debriefer'.

We provide training to the internal HR team in organisations to be able to conduct these 1-2-1 sessions with the recipient and this begins with clearly defining the role of the debriefer.

As a debriefer, you do not own the report, rather you are there to act as an intermediary between the report and the recipient - you are there to facilitate their understanding of the feedback and enable them to effectively act upon it.

This sounds easy and very much like common sense, but all too often we see debriefers feel that their role is to own the report, add their own judgement and opinion, and very quickly move to resolving the issues highlighted in the report.

There is much greater value in simply allowing the recipient to understand what is being said within the report, so that they own the feedback, both positive and negative, and that they come away with a balanced view.

In both helping to raise their self-awareness and enabling them to own the feedback, the recipient is far more likely to then feel responsible for undertaking any actions that are required as a result.

Once this key distinction is made on the part of the debriefer, it reduces the pressure often felt by a debriefer, particularly if they feel the feedback is negative, and ensures maximum value is derived from the 360 feedback process for the recipient.

A practical way for anybody sharing feedback with a recipient would be to state this intention at the beginning of the session by saying "I am simply here to ensure you understand this report".

John

Performance Appraisals; where to start when it's all new?

Friday, June 3, 2011 by John Rice
During a recent performance appraisals training session I was delivering to a group of Line Managers, some of whom were very experienced whilst others were very new to the role, I was struck by how some simple initial steps can improve the appraisal process immediately.

The group identified three themes which they felt would be a good starting point for them:
  • How they should communicate the importance of the appraisal process and the benefits for employees
  • Ensuring that 1:1s started to happen consistently for all employees; the quality of the 1:1 sessions can improve, but first get them scheduled and conducted regularly to set the expectation
  • Make sure that whatever is discussed, agreed upon, etc is followed up
Points 2 and 3 provide some evidence to the first point; if Line Managers schedule appraisals and follow-ups, then they show it's important and valued.

The group can then look to how to structure the appraisal conversation, handle difficult feedback, offer positive feedback and develop the core skills over time.

Doing it counts; very skilled Line Managers conducting ad-hoc appraisals with no follow up doesn't cut it.

John

Free seminars on 360 degree feedback and performance appraisals; please vote for your preferred option..!

Thursday, April 28, 2011 by John Rice
We are pleased to announce that this year's series of free seminars is about to start from May and we thought it would be a good idea to invite you to vote for your preferred choice of topic and help us decide which one to run first!

The current seminar topics are 'How to....'
If you would be interested in attending one of the seminars listed above, then simply:

1. Email me at john@bowlandsolutions.com
2. Cut & paste the title of your preferred seminar topic into the subject header.

We will then count up the votes and prioritise our schedule of seminars accordingly.

So if one of these topics is a burning issue, please email before Friday May 6th and get it scheduled sooner rather than later!

Thanks and we look forward to announcing the first seminar shortly.

John

360 Feedback and flossing...go together like a horse & carriage

Wednesday, March 30, 2011 by John Rice
I presented a session at a recent CIPD meeting regarding the importance of feedback in the workplace, be that through a model for performance appraisal, 360 degree feedback or otherwise.

The gist of the presentation was to position feedback as just one element of a much larger 'eco-system'; just as flossing is one crucial element of an oral & dental hygeine regime, so is feedback as a key element of an effective performance management regime.

Setting feedback in this context then naturally prompted the question 'so what?'; recent CIPD research concluded that in turn performance management was a primary vehicle of communication between a line manager and their employees.

Following this thread upwards through further research by the CIPD and Institute of Employment Studies (IES), connected effective communication between a line manager and an employee as a foundation for higher levels of engagement.

Engagement is good for business; the David MacLeod report, which I referenced in an earlier post, found pretty compelling evidence that engagement was instrumental in sustained organisational success with increased 'bottom line' results.

When you look at feedback in this context, it suddenly becomes really important that line managers give it and employees get it.

However, context is not enough; we still need the right mindset and approach to usefully embed feedback in an organisation, something I will return to in future posts.

Now where did I leave that floss?
John

Performance Appraisal; is it a lost cause?

Tuesday, March 15, 2011 by John Rice
I have been reading numerous articles of late which seem to take a hard position against performance appraisals, condemning them as unpopular and ineffective.

Let's take those arguments in turn; being unpopular isn't a valid argument to dismiss performance appraisals and the review process - their unpopularity is often local to the organisation in how it has sought to implement the process, making it overly bureaucratic, complex and time-sapping.

Besides, "Jedward" conversely are comparatively popular and that certainly isn't an argument in favour of them being 'right'....

I think the same factors which can often make performance appraisals unpopular, also serve to make them ineffective; but again it is a local issue within an organisation.

If organisations implemented a simple performance appraisal process which sat within the context of performance management as a continual cycle, one which offers the best framework for managers to have meaningful conversations with their employees throughout the year, then suddenly performance appraisals provide a key element of communication between line managers and their team.

People are 'feedback poor' and something which genuinely offers an opportunity to give praise, recognition, validation and sincere personal development ideas should be popular; and it remains in my view one of the better means of aligning people with organisational goals, which is how it's effectiveness should be measured.

Our whitepaper available to the right hand side of this blog post, shares out thoughts as to how a popular and effective process can be successfully implemented.

John


New Year Resolutions; an interim performance review

Monday, February 28, 2011 by John Rice
Just two months into the New Year, and many of my resolutions have floundered by the wayside; February is a great month for a personal interim performance review!

Rather than castigate myself too much, I took solace in reading this recent post from Psyblog which I always find interesting; it examined some common strategies that people use in trying to achieve their resolutions and goals.

What is interesting is how many of those often well-known and adhered to strategies may actually work against us; for my part, willpower is never enough..!

Still, an interim performance review is there to look at what is going well, what is not going so well, and make the necessary adjustments; time to start sharing my goals and recording the piecemeal progress!

John

7 principles of feedback

Wednesday, February 9, 2011 by Bowland Solutions
Here is a guest post from Kevin Watson - details at the end of this article.  The article continues our theme of inviting people we trust and know to write articles on topics linked to 360 degree feedback and performance appraisals.  If you would like to write an article then "get in touch".

7 principles of feedback

1. Choose correct timing for feedback:


Feedback is most effective when given as soon as possible after the behaviour has been observed. Immediate feedback will help to reinforce a desired behaviour and make it more likely to happen again.

2. Ask for self assessment:

Asking the person for his or her own assessment first will involve them in the feedback and helps to generate a dialogue between the coach and coachee. As people are often well aware of their own strengths and weaknesses, encouraging them to voice their own opinions before providing your own will help them take responsibility for their own performance.

3. Focus on specifics:

When you focus on a specific behaviour, you avoid the risk of personality differences and the other person will be more willing to accept the feedback. For example, when providing corrective feedback:

Do: "When you were talking to customer xyz, I noticed that you forgot to use her name"

Don't: "You are not building rapport with the customer"

And when providing praise:

Do: "When you spoke to customer xyz, I noticed that you used really good open and closed questioning techniques"

Don't: "You communicated well there"


4. Limit feedback to a few important points:

Good leaders identify one or two critical areas and help the person address them one at a time. Restrict your feedback to one or two important points so that you do not overwhelm the other person with too many things to consider.

5. Provide more praise than corrective feedback:

Positive reinforcement is one of the strongest factors in bringing about change. Unfortunately most people only focus on the negative.

6. Give praise for expected performance:

People deserve to be praised for doing their job to the expected level. However, too many people take the expected level for granted.

7. Develop Action Plans:

Work together to identify the desired performance or result and how it can be achieved. Decide when the steps will be accomplished.

Call to action!

On a scale of 1 to 10 (where 1 is poor and 10 is excellent) rate your performance against each of the principles above when providing feedback to your team and colleagues.

Finished? What do you notice? Is there any one principle that is particularly stronger than the others? What do you do that makes this so strong?

Which principle is relatively weaker than the others and what can you possibly do to strengthen this? When can you start to exercise your feedback skills in this principle and with whom?

Kevin Watson

My Own Coach Limited

http://myown-coach.co.uk

Kevin Watson is a coach, trainer and consultant supporting personal and team development by pushing beyond those self imposed boundaries and inspiring a call to action, helping them become stronger and measurably more successful in their own terms.

He is an accredited coach with the CIPD and Oxford School of Coaching & Mentoring and a Master Practitioner of NLP.

His professional experience spans over 25 years in retail and was part of the senior team responsible for taking Selfridges from an old department store to the shopping experience it is today.


Employee Engagement; why 360 feedback matters

Thursday, January 20, 2011 by John Rice
I attended a recent presentation where the key speaker was David MacLeod; he was highlighting some of his findings in his Government commissioned research into Employee Engagement.

Unsurprisingly, he saw that companies which had higher levels of employee engagement on the whole had higher levels of performance; these companies tapped into the best of people, drawing upon their full capabilities and realising their potential.

This is a product of many things, but there is no doubt that employees feel engaged when they have a voice, have faith in Leadership, an organisation which cares, and a Line Manager who takes an active interest in their performance and development.

Correctly handled, 360 degree feedback, coupled with a robust performance appraisal process, provides an excellent way to enable Line Managers to have meaningful conversations about someone's impact in the workplace and where they can develop.

Read the full report here:
http://www.bis.gov.uk/policies/employment-matters/strategies/employee-engagement

John