Performance Reviews: How Do You Make Them Work for You?

Our Guest Blogger this week is Challenge Consulting’s Organisational Psychologist Narelle Hess

Challenge Consulting recently facilitated a discussion forum to explore the purpose, value, and practice of performance reviews with a group of Division Managers, Human Resources Managers, Executive Managers, and Business Owners. Our participants began with a view of performance reviews that was decidedly beige, consistent with our recent poll result (68% of respondents rated their performance appraisal as a waste of time), and Samuel Cuthbert’s famous slamming of the performance appraisal.

So why are organisations implementing performance reviews? Our participants described many strategic aims of their annual process, including:

• motivating employees and to help them grow professionally

• developing individual goals to support organisational strategy

• creating an organisational culture of high performance

• helping employees understand their role

• calculating bonuses

• developing training and development plans

• informing succession planning, and

• predicting salary growth. 

With such strategic aims of performance reviews, why are they still seen as a waste of time? Or as Fetzer (2008) put it so nicely – “a review is looked upon as onerous and bureaucratic procedure that wastes time because little, if any, productiveness is achieved during one. It is performed solely as a requirement of the organisation to have a box checked as ‘completed’ and then forgotten for another year.” *

Can the performance review be resurrected to produce the strategic organisational aims it aspires to OR will it remain to be seen as a bureaucratic procedure that wastes time and causes demotivation and low productivity? The consensus across our group was that there was a place for a performance review, but it had to have a clear, measurable purpose, part of a larger performance management process (and not just a once a year check box), and add value at all levels. (Challenge Consulting can help with the implementation of strategic performance review process through our in-house professional development Performance Management Workshops.)

But what about you? As you are about to enter performance review season and sit down with your manager – how can you ensure this process is not a waste of your time? Tiffany Whitby, Challenge Consulting Consultant, recently attended a seminar with Lois Frankel (author of “Nice Girls Don’t Get the Corner Office” and associated publications) – where she recommended 6 weeks before your performance review to write a summary of your key achievements since your last review and email your manager saying something along the lines of “I know how busy you are and, since I have a performance review coming up, I have put together a list of my achievements since our last review”. (Tiffany will be sharing more of her insights from this seminar in next week’s blog post …)

Last year, I had the opportunity to present at the “Reinvent Your Career Expo” on how to use your performance review to help your career. The performance review can be used as an opportunity to help you manage your career, when you actively participate in the performance review process:

• there is higher consistency between your manager’s and your appraisal of your performance.**

• you are more likely to feel like you have had an active voice and more satisfied with the outcome of your performance appraisal.***

To be an active participant in the appraisal process, prepare for your meeting by considering:

• your key achievements (i.e. feedback you received, KPIs you achieved, new processes that you developed / implemented, or awards you received etc.)

• aspects of your role that you have performed best (i.e. tasks people always ask you for help with, tasks you finish fastest, or that you do without thinking about) – what projects would you like to be involved in the next period of time?

• aspects of your role that you would like to do better (i.e. tasks you need help completing or tasks you tend to put off) – what could help you perform these aspects of your task better – tools / training / change in role?

• What feedback do you want to give your manager to help you to be able to better perform your role?

• Be involved in the goal setting / developmental plan process – what skills do you want to develop in your career?

• Between reviews, bring out your record of your review to review your success towards the plan you made for yourself.

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* Fetzer, J. (2008). Building a professional career: Improving the performance review. Biological and Environmental Reference Materials (BERM 11).

** Williams, J. R. & Johnson, M. A. (2000), Self-Supervisor Agreement: The Influence of Feedback Seeking on the Relationship Between Self and Supervisor Ratings of Performance. Journal of Applied Social Psychology, 30: 275–292. 

*** Cawley, B.D., Keeping, L. M. & Levy, P. E. (1998). Participation in the performance appraisal process and employee reactions: A meta-analytic review of field investigations. Journal of Applied Psychology, Vol 83(4), Aug 1998, 615-633.