Category Archives: Blog

Is it that time of year again? How did the months roll around so fast? If you’ve taken last year’s performance review to heart and made progress toward your goals, you’re probably feeling like you’re in a pretty good place. However, if you’ve failed to prepare for your performance review, you may be anticipating it with dread.

If you want to get ahead of the game, here are a few ways to prepare so you can walk into your next appraisal feeling confident and self-assured:

The easiest place to start is with the performance goals you’ve agreed upon in the previous year’s review. Take the time to study them and write out a plan to make them a reality. They’re not going to magically complete themselves.

You may be working very diligently, but are you working on the things that matter? The things that are going to advance your career? If you find yourself consistently spending the majority of your time putting out fires, you’ll be getting nowhere fast.

After mapping out a plan to meet each of the major goals you were tasked with, ensure that each separate plan contains well-thought-out steps (and sub-steps if necessary). Keep these where you can review them daily and note your progress. If you find that you aren’t making much headway on a particular goal, review your steps. If you need to make some course corrections, do it. Don’t let your plans go by the wayside. Don’t be afraid to ask your manager or your mentor for assistance or clarification.

Log Your Accomplishments

Over the course of the year, keep an accurate log of your accomplishments, and then try to qualify and quantify them. It’s not very impressive to tell your boss something like, “I did much better this year on managing the production of widgets in my department.” However, if you say “By modifying the widget-making process in my department, our production rose by 7% this year with no extra manpower,” it really carries some weight.

Now that you’ve spent the year tracking your progress, it’s time to compile it in a format that your boss will appreciate. Everyone has their own method of processing information. If your manager isn’t a detail-oriented type of person, don’t overwhelm them with minutiae; just hit the high points and report the most important facts and figures.

Develop A Communication Strategy

If your manager prefers more frequent updates, send the information monthly or weekly as they prefer. Your boss is busy juggling multiple things, just as you are, so don’t complicate their life by giving them information presented in a way they don’t want. Clarity is your friend and you want to make an impact here, so do your best to illustrate the value you bring to the team and the company.

I’ve seen this issue again and again in my work. Instead of communicating the information in a way the manager wants, the employee stubbornly continues to submit information in a format the manager finds annoying, uninteresting or over-explained. Then, the employee wonders why the boss doesn’t offer any input or praise.

If you report to someone who is fairly uncommunicative throughout the year, the responsibility of requesting periodic feedback is up to you. It’s not at all productive to spend an entire year focusing on one goal when at review time, you find out that objective was the least important one to the person who manages you.

The University of Northern Iowa Human Resource Services department writes, “Supervisors should discuss positive performance and areas for improvement throughout the year. However, it is in the employee’s best interest to open up a discussion about performance during the year, even if the supervisor does not initiate it. The sooner employees know where they are with regard to performance, the sooner priorities can be shifted or problems can be fixed. Communication is a shared responsibility.”

If your boss is constantly busy and not a naturally communicative person, you may have to ask when you can schedule some time to meet — whether that’s at regular intervals or on a more sporadic basis. Use that time to ask brief, but important questions, but don’t let your attention wander or get off track. You should respect your manager’s time.

Address Your Challenge Areas Throughout The Year

Ask for clarification on any assignments you’re struggling with. Confirm that you’re on track for the year and ask if there is any specific area in which you need to improve. If they do offer you advice, take it to heart even if it’s something you don’t feel is worth doing. Making amazing progress at something just because you’re good at it will not help you at review time, especially if it isn’t something you were supposed to focus your attention on.

If you run into an important issue during the year, bring it up and ask for assistance. No one wants to listen to an employee who’s just venting. Come prepared with possible solutions and an open mind. Actively listen to any suggestions offered to you and act on them.

Preparation Is Key

During your next performance review, come prepared. If any improvement is suggested, don’t be defensive about it. See it for what it is — a chance for you to improve. Be open to new opportunities. If your manager suggests you should take on a task that they have been performing, take it on with a willing spirit. You can’t grow into a higher position if you’re not willing to stretch. If no new opportunities are presented, take the initiative and ask what more you could take on to help the organization.

Your annual performance evaluation is your golden opportunity to showcase everything you’ve done during the last year, so develop the habit of tracking your accomplishments in order to make the best of it.

I wish there was a more delicate or polite way to tell you this, but there isn’t: If you want to be a successful manager, you’re going to have to learn how to get those monkeys off your back!

Of course, I’m not talking about an actual animal, but rather problems and decisions. And those cute but pesky primates are the perfect metaphor because monkeys are curious and temperamental by nature, and boy are they clingy. They can gang up on you in a hurry!

If your directs are used to passing their monkeys on to you, the only person to blame is you. In other words, don’t accept the monkeys. However, I recognize that for many, this is easier said than done.

The reason you’re in a leadership position is because you have proven that you can manage a situation, a team and any circumstances that might infiltrate your arena of business acumen. Therefore, you might jump at the opportunity to help solve problems, but this can be detrimental to everyone involved.

In his book Shifting the Monkey, Todd Whitaker writes, “You can easily handle your fair share of normal monkeys, as long as you feel valued and supported. But you can just as easily become overwhelmed when you get stuck shouldering other people’s inappropriate monkeys. Some monkeys simply shouldn’t be your problem. Anger Monkeys, Guilt Monkeys, and Attack Monkeys are just a few of the monkeys people use to shift their burdens to others.”

Early on in my career, I suffered from an abundance of monkeys. I was dealing with ensuing public relations problems with the other units in the division, was expected to complete my work and merge two very different teams into one cohesive unit. I also had 14 employees reporting to me from eight different locations and was constantly inundated with phone calls.

My direct reports expected me to fix every problem, both real and imagined. Most of them didn’t know any better. They had been “trained” by my predecessor to call with their issues at all hours.

In his article, “The Art of Managing Monkeys,” Ken Blanchard outlines four rules of monkey management. I’ve found the rules to be a helpful tool in giving executives the ability to refuse and return monkeys without being accused of buck-passing or abandonment. Here’s how I apply them and advise others to do the same:

1. Label the monkey. Define its parameters and specifically outline the next steps that need to happen to care for the monkey. Let the new owner ask questions. Having an employee agree to take the monkey because she thinks she has no choice isn’t effective.

2. Allocate the resource(s) to handle the monkey. The monkey should be assigned to the lowest organizational level reasonably equipped to handle it. Minor monkeys shouldn’t be allowed to climb up the administrative ladder.

3. Assure the monkey will be handled. When you divest yourself of a monkey, you can’t just drop it on a desk with no instructions. It’s imperative you ensure it will be taken care of — make a plan, get buy-in from the monkey owner-to-be and proactively put in place consequences if the monkey isn’t handled in a proper and timely manner.

4. Confirm the monkey is healthy and thriving. Check in with the owner to monitor the progress on a regular basis. This doesn’t mean pestering the employee who now owns it; it means taking the time to confirm progress is being made.

I found that with a bit of encouragement, and a firm explanation of why a particular monkey was assigned to them, my employees started to change. They began to embrace their responsibilities and were motivated by their own successes in problem-solving. It took time, patience and understanding, but eventually, they realized my days of taking care of monkeys that weren’t mine were over. Not only did their morale increase, so did mine. I was once again invigorated because I was being challenged by my assignments and was no longer performing tasks I had outgrown. I wasn’t constantly interrupted to act as a referee, a psychologist, a technician and a peacemaker.

The ongoing development of a more independent team means that everybody wins. When each member understands their role, their duties and their responsibilities, “the machine” runs more smoothly. If you teach people that their team members are some of their most valuable resources, you give them the tools to gain more knowledge than they could ever get by just working alone. If you teach people the skills of how to obtain the answers they need, you’ll free yourself up to be available to help them when higher-level issues do arise. You’ll also be able to help in a sincere, mentoring way because you won’t be exhausted by all that monkeying around.

Monkeys, monkeys everywhere! Don’t you have enough to do? Isn’t there enough on your plate? Get those monkeys headed in the right direction and everybody wins.

If you decide some work on the perception of you is in order, start with your team. They are the most important piece of the success equation.

When you spend the time mentoring, teaching and leading your team to greatness, one of the many payoffs is that your peers and leaders will notice the difference. When you pass your inspiration and desire for excellence on to others, it grows your own at the same time.

If you plan to develop team members and give them the opportunity for growth, you’ll need to inspire them. It’s important to make them feel connected to the purpose of their daily tasks, actions and the processes by which they’re expected to adhere. Let them know how their work supports the work of other teams and other divisions and, ultimately, improves the satisfaction of the customer. If you don’t, you risk leaving behind mediocre performers who think that all they do is check off boxes on a form day after day. Where’s the enthusiasm in that?

People will follow you if you honestly feel passion and purpose in their work and in your own. It’s immediately obvious if you’re faking it — and job title alone won’t encourage top performance. If you don’t know how or aren’t willing to learn how to lead, it’s unrealistic to believe anyone will follow. Don’t just talk the talk. Demonstrate your integrity and trust and behave ethically at every turn in good times and bad.

Practice active listening with your team members. Hear what they are saying and even what they’re not saying. Ask questions for clarification. Keep calm, even if they admit a failure. Provide solutions, not criticism. Be the boss that you’d like to have and the one they need.

Demonstrate your commitment to development and growth. It may be difficult for you to delegate projects and tasks if you’re used to being in control. The trick is to give serious thought to each team member and where they are in their progress. Susan may be ready for the challenge of taking on that high-level report summary, whereas Mitch is currently better suited to tackle the calculations for the graphs in the report. The key is to assign the task with the right difficulty level, which will stimulate headway and set them up for success.

When success does occur, don’t be stingy with the praise or the reward. Although the task may have been nothing but a cakewalk for you, remember there was a time when it wasn’t. There was a time when someone else challenged you with it to help you succeed.

In their book Being the Boss: The 3 Imperatives for Becoming a Great Leader, authors Linda A. Hill and Kent Lineback explain: “Full mastery comes slowly, as with any serious craft, and requires steady progress in a world that keeps throwing up ever more complex challenges and opportunities. We know highly competent managers who consider themselves still learning even after years of experience.”

Resist any urge to take credit at the next staff meeting when your team produces an excellent product — give credit where it’s due and celebrate. Pass along any praise to your employees so they understand that their work ethic is being communicated upward.

When success does not occur, use it as a learning experience for your team. Analyze what went wrong and where without assigning blame. Focus on the positive. How can we fix it? How can we avoid the mistakes we made in the future? How can we do it better next time?

Marala Scott in her book Passion Inspires Greatness: A Journey with Purposereminds us, “There are people that will identify your lack of self-control as a weakness and use it at their advantage in competition or when it is critical to exposing your character. Being great does not mean you are great when things are going well. What it means is that you apply self-control when they are not.”

Present an optimistic view of the future. Know that when you put in the work to lead your team to greatness, you create something superior to a team that performs well. You are planting the seeds for future leaders to grow and mature to be their best selves.