How should a line manager debrief a 360 feedback report?

Tuesday, January 24, 2012 by John Rice
A topic we often discuss with clients is where the responsibility should lie with regard the 360 degree feedback debrief; this being the face-to-face session where the recipient explores and discusses their 360 feedback report.

We would say ideally that the debrief should be conducted by someone outside of that person's line management; this could be someone from HR, L & D or someone external to the company, with the caveat that whomever it is should be suitably skilled/trained.

However, we recognise that this is not always practically possible; the internal resources within HR and L & D just cannot dedicate the time required to take all recipients through a 90 minute debrief, and the budget doesn't stretch to external facilitation.

So it falls to the line manager, which prompts the question; how should a line manager debrief a 360 degree feedback report? The first answer must be again, with skill; line managers need to be effectively trained to conduct such a debrief conversation.

The challenges for line managers in conducting debriefs are numerous; their feedback is in the report, they can find it hard to switch from 'performance review' mode, they can find themselves jumping in with solutions to development areas which haven't been fully explored.

Line managers need to step back within a debrief; their role is to be curious, ask questions which raise awareness not ask for rationale, listen intently, trust in the recipient and not jump to resolution.

It's a different mode of thinking and a significant 'gear shift' downwards; only for 90 minutes, but it can make the world of difference to the outcome.

John






Performance Reviews for Teachers or a bully's charter?

Tuesday, January 17, 2012 by John Rice
The latest news regarding the Department of Education (DoE) new approach to underperforming teachers is slightly depressing; it is introducing measures which will allow them to be sacked within a term.

I don't dispute that underperformance is an issue in any organisation and in teaching the effects of such poor performance can have far reaching consequences for the pupils and the school.

However, in a similar vein to the argument for 'Protected Conversations' (a post on this can be read here), the response of Government seems to be weighted in favour of punitive measures rather than a desire to improve the situation i.e. find a way sack employees more easily, remove the red-tape that binds employers, etc.

Michael Gove speaks of headteachers being able to intervene when there are 'alarm bells ringing and red lights flashing' over a teacher's incompetence; I think it's rare that incompetence is truly the root cause, more likely it is weak management, poor training, lack of support, systemic issues, absence of regular feedback and confidence.

A mindset which believes that there is a lot of incompetent teachers out there will reach for the solutions we are seeing implemented by the DoE, but it misses the opportunity to introduce real measures which will help teachers improve where there is underperformance, which has to be a better alternative to sacking them.

John

Myth of team culture - an argument from New Zealand

Tuesday, January 3, 2012 by Brendan Walsh
I really recommend reading the following article in a New Zealand online website www.stuff.co.nz/sport/opinion/6195646/The-myth-of-team-culture .  It is well written and well though through.  At first read, the author is so convinced of his own view that you find yourself agreeing with him.  And even on the second or third read I did find myself wondering whether 360 degree feedback really is useful for team sports.

The ultimate issue I have with the article is that it falls for a classic "either or" structure.  In summary he says either you have sportsmen (forgive me following his male assumption!) taking responsibility on the field or you have people working to develop performance goals, team culture, or consider the mental side of the game.  He sees these as conflicting goals.  I believe you can have both.

It strikes me that regular performance reviews and regular feedback sessions (360 degree feedback in this context really is just having team feedback sessions I'd guess) are sensible parts of delivering a high performing team.  That underneath this process each team member is responsible for their own contribution and performance fits well with such work not against it.

So, while I sympathise with some of his general sentiments of overly pampered sports stars I don't subscribe to the argument that working on teamwork, having well defined goals, and working on the team culture works against high achievement.  

Clive Woodward's autobiography/book on England winning the World cup (Winning!) and the excellent book "Sacred Hoops" by Phil Jackson; coach of Chicago Bulls and LA Lakers show how great coaches and leaders balance team management, leadership and culture with letting great individuals thrive.

Brendan

A Happy New Year and a lovely new website!

Tuesday, January 3, 2012 by John Rice
We would first like to wish all our readers, colleagues, partners and clients a Happy New Year and hope that you enjoyed a restful break.

With our New Year resolutions, comes a new website which offers us the opportunity to share much more about 360 degree feedback and performance appraisal in 2012.
  • As ever, we have interesting free whitepapers to download around the topics of implementing both 360 feedback and performance management processes from end-to-end; our 360 whitepaper in particular has complete new sections on 360 reporting which is a critical element of the whole experience.
  • In addition, you can now request online system demonstrations of both our 360 degree appraisal and performance review solutions; just register your details with a preferred date and we will come back to you with available times.
  • Similarly, with the ongoing success of our seminar and webinar series, we have now provided a registration page such that anyone can reserve a place at these and be informed in advance of general release.

We look forward to speaking and meeting with many more of you this coming year and thank you for your continued interest and support; Happy New Year!


John

Performance Appraisal....and another trip to the Physio!

Friday, November 4, 2011 by John Rice
Despite being a runner of some 25 years, my second visit to the physio proved again that simply raising ones awareness about performance, as we often seek to do through feedback and performance appraisal, can have profound effects.

I had thought my running style quite good; frankly putting one leg in front of the other can't be that demanding to think about can it? However, as I started to run on the treadmill and have my running style assessed, the phyiso started to ask me about my 'cadence'.

I had never heard of this in the context of running; but of course as you reflect for a moment you realise that of course there is a rhythm, a beat, as your feet repeatedly land and take your forward.

Well mine was 143...and apparently all professional runners tend to have a cadence of around 180; this isn't groundspeed, just the number cycles your legs/feet make as you move.

My cadence was putting an undue strain on my calves and tendons, hence the problem I was seeking to resolve; now with a new awareness and new cadence (which to be fair made me feel a little like a keystone cop furiously pedalling my legs), I could feel immediately the difference.

Now out running for the first time again in many months, my new awareness though a review of my performance (or performance appraisal...!) has created a change; I have a new alternative, a new perspective, and a desire to develop and improve my running times, because I now know how.

Again and again, if you simply ask people what they notice about one way of doing things and then ask again what they notice with a new way of doing things...they are savvy enough to make the choice.

John


Performance Appraisals...so after context and mindset, comes process

Wednesday, November 2, 2011 by John Rice
This is the final piece of the CIPD presentation I made earlier this year relating to how to create a better performance appraisal process and more 'feedback rich' organisation; the first two elements regarding 'Context' and 'Mindset' have been covered in earlier posts.

Duncan Brown of the Institute of Employment Studies (IES) makes excellent reference in his article regarding performance management as to how, despite good intention and ambition, organisations fail through poor practice and delivery.

We might have set the importance of feedback in the context of performance management correctly and adopted the right frame of mind as we come to do it, but without a process which is easy to implement and follow, organisations will fail to create something sustainable.

Case studies revealed some success with a performance management, performance review and feedback process which:
- Clearly linked to the organisation's purpose and against a broad scorecard of performance.

- Had a focus on the reviewing line managers who have to implement the process HR design.

- Concentrated on the conversation; benefits of a strength-based approach to performance conversations and reviews, building on employees' strengths and energy levels.

Considering all the three elements of context, mindset and process, as one comes to design and implement a performance appraisal project, is a useful guide to help increase success and longevity.

John

How to spot a psychopath....just read the 360 degree feedback

Friday, October 21, 2011 by John Rice
Never one to underplay the power of 360 degree feedback (!), this Green Left article highlights how psychopathic traits are more likely found in corporate managers than the general population.

Through a study by University of British Columbia, including close scrutiny of performance reviews and 360 degree feedback of a selection of individuals identified as management material, it was revealed that on a test looking at psychopathic traits, they were 20 times more likely to exhibit these then the general population.

Heart warming stuff; that lack of empathy you keep noting in your line manager is the very thing which got them to the top...

John






Making Performance Appraisals easier; nudge theory

Monday, September 26, 2011 by John Rice
I read a post some time ago on the Harvard Business Review Blog which came to mind again recently - it provides examples of how behaviour is sometimes changed for the positive through simple changes in the environment.

This is one of the themes which runs through the book 'Nudge: Improving Decisions about Health, Wealth, and Happiness', a book written by Richard Thaler and Cass Sunstein, which suggested in a variety of different situations that influencing social norms or behaviour in groups can be closely correlated to changes in the environment - a simple example being the placement of healthy snacks by a till rather than chocolate.

Making things easy for people to do, or at least creating the perception of things being easier to do, can create some significant changes in behaviour.

For HR and an organisation as a whole, there is a desire to have employees complete their performance appraisals; with a paper-based process, this can be an onerous task for everyone involved.

Moving to a simple, fast and efficient on-line system has both employees and line managers able to undertake this task without having that sinking feeling that comes with wading through mountains of paperwork.

This is the most straightforward argument to migrating these processes on-line, and that's even before you consider the ability to view real-time reports on employee performance and development needs across the organisation.

John


Performance Management, Appraisals and Generation Y

Friday, September 2, 2011 by John Rice
There are more and more articles focussed on the new generation of graduates and school leavers entering work, often termed 'Generation Y' employees, and the implications on Performance Appraisals and Performance Management.

Despite making me feel very old, although falling somewhere just within the 'Gen X' bracket, the article did make some interesting points that highlight how a convergence of familiarity with technology coupled with a desire to have regular feedback, means that 'Gen-Y'ers' will expect a very different kind of management in the future.

It will become less and less acceptable to sit down at the end of the year and conduct a single  'Annual Appraisal'; already we are seeing our clients implementing 'Interim Reviews', 'Project Reviews' and alike, which happen throughout the year.

The transition to online performance review systems will make this process infinitely more easy than a paper-based process, and employees will expect this to become the norm, especially when technology is so prevalent in other areas of their life.

Taking this further, the ability to have web-based applications accessible from anywhere, is leading our performance appraisal solutions to now offer a 'Performance Journal' or 'Activity Log' which acts as a simple open document which both an individual and their line manager can complete throughout the year.

They add activities, acheivements, thoughts, apsirations, so that when they come to complete the necessary annual appraisal form, it is no longer a chore but simply an opportunity to reflect and easily consolidate into a better representation of their work during the year.

Gen-Y'ers will help line managers re-evaluate how they should properly performance manage for organisational success.

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 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

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

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

Trends; what will Performance Appraisals look like in 2011?

Tuesday, January 4, 2011 by John Rice
With all the different customised performance appraisals solutions we delivered in 2010 and those projects we are about to start in this year, we can see some new trends developing in what organisations want to achieve through the performance review process.

1. There is more and more emphasis on competencies within the process; the desire to assess how people behave as well as what they achieve - furthermore, feedback on these competencies is being solicited from more than just the Line Manager.

2. Longer term development needs and career aspirations are more prevalent in appraisal forms as organisations seek to manage their talent more effectively, retain people and promote from within.

3. There is a greater understanding of how setting objectives is absolutely key in the whole process; poorly set objectives lead to a poor perfomance appraisal process - we are seeing more guidance in this section of the form.

4. There is more attention being given to interim performance appraisals, be they quarterly or more, with some ability to capture achievements and progress in a performance journal or log within the online system all throughout the year.

5. The global nature of many of our clients means that multi-lingual capabilities within our systems is becoming increasingly common and something we have gleaned much experience of in the last few years.

All in all, these snapshot trends show an increasing desire on the part of organisations to really get to grips with the performance management cycle, as they look to satisfy the needs of both the individual and the organisation and make it work for all concerned.

John


 

Multi-lingual 360 degree feedback and multi-lingual performance appraisals

Wednesday, November 10, 2010 by Brendan Walsh
We've been doing a lot of translating recently.  Both translating our 360 degree feeedback system and our performance appraisal service.  This reflects us gaining new clients that operate on a worldwide basis and also that some of our existing clients are broadening the reach of their system.

Generally our clients have English as their business language with much of their internal documents and meetings written or held in English.  So, why translate the 360 feedback and performance appraisal?

I certainly do not believe that they should be translated as a matter of course.  It adds a complexity and level of work that should only be undertaken where it is justified.  However, in many cases translating is beneficial.  Here's why.

Most organisations spend a great deal of time gettiing the wording right on their competency framework, questionnaire or performance appraisal form.  Much time is spent getting the precise nuance right.  Where this is the case, often someone working outside of their native language is going to struggle to pick up this nuance. 

One sensible option or compromise is to only translate the 360 questionnaire or the performance appraisal form.  Leave the main body of the system in English if all of those participating are used to working in English day-to-day.  The key element of the process - the completing of the form or questionnaire is then completed in the individual's native language ensuring the feedback is accurate and as required.

An additional point is that it is important to translate into your organisations' language as well as the country language.  One person's performance appraisal is another's annual review.  We translate first into the language (e.g. Spanish) and then we translate into the words that are relevant for the client.

Brendan

Latest news; Bowland to work with World Trade Organization on Performance Appraisals

Wednesday, November 10, 2010 by John Rice
We are delighted to share the news that we are embarking on a new project to deliver a highly tailored online Performance Appraisal solution to the World Trade Organization (WTO) in Geneva.

The multi-lingual system will look to replicate the WTO performance appraisal forms online and follow their performance evaluation process from setting objectives, through to mid-term reviews and the end-of-year appraisal.

Data will be shared with their Oracle HRMS platform and reports generated within the system to provide management information on status of appraisals, training & development needs, and performance ratings.

It promises to be a very interesting project which will play to our strengths as we create a bespoke performance appraisal solution that is flexible, scalable and easy-to-use.

John





Structuring your performance appraisal form to help the appraisal meeting

Thursday, October 14, 2010 by Brendan Walsh
One of the most important aspects of a performance appraisal form is that it tends to be used by manager's as an aide memoire during the annual appraisal meeting.

We can all picture a manager with the performance appraisal form in front of them talking things through with the employee.  We may prefer them to do something different but we'd probably accept that the uncertain manager will use the form as a prop during the meeting.

With this in mind, how we structure the appraisal form; the words we use, and the questions we ask can positively influence the conversation from afar.  We are the experts in performance appraisal, not the manager, so this is our big chance.

For example, by using a simple "look back", "look forward", "plan development" structure we can immediately help the manager to structure their thoughts.  Hopefully they will then review last year's performance, set targets for the coming year and consider what development the individual needs based on last year's performance and this year's targets.

You can follow this approach through into the detail of the form - have in the back of your mind ... "how will the manager use this".


Brendan


360 degree feedback; Aussie football style...

Wednesday, September 15, 2010 by John Rice
A neat little article from the world of sports touching on 360 degree feedback, regarding an award handed out each year by the AFL Player's Association; the MVP Award is given to the player rated most highly by fellow players.

It's a great example of how 'what' is achieved is sometimes only half the story; in aussie football, this may be the statistics that are churned out on kicks, marks, handballs, etc, but as is pointed out in this article, it is "what they do for the team is more value than what the media or supporters understand".

360 degree feedback and peer review allows a broader picture to emerge of where contribution is being made by an individual; it is clear that how people go about their role and tasks is important.

It doesn't have to be intangible either; ones behaviour can radically affect performance, morale, sustainability and resilience within a team, and this is the stuff that gets one through the hard times as well as promoting greater levels of success.

John



Free Webinar 9th September; how to successfully implement performance appraisals

Monday, September 6, 2010 by John Rice
Just a reminder to invite you to join us for our next free webinar this Thursday 9th at 2pm BST, entitled "How to successfully implement a performance appraisal process within your organisation."

It is designed to help any HR professionals out there who may be planning to introduce or revise their performance appraisal process:

Details

Title: "How to succesfully implement a performance appraisal process within your organisation"

Date: Thurs 9th September 2010
Time: 2.00 - 3.00pm BST (UK)

What to expect

  • Understand the critical factors that will ensure success when introducing a performance appraisal process into your business
  • Take away a checklist to help you work logically through the implementation process
  • Appreciate the key principles that will help you design a great performance appraisal form; Objective setting, Values review, Competency assessments, Score / grade,  Personal development plan 
  • Consideration of what a good appraisal meeting looks like for both line manager and employee

Places will be free but limited, so if you would be interested in attending please register in the sign-up box on the right hand side of this blog and we will send you specific details by return.

We look forward to speaking with some of you again soon.

John