Great appraisals 3 essentials for managers

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Managers - reduce your stress. Prepare these three essentials for each performance review or appraisal you have to do. You will feel more confident, stay on track and hey - might even find it a useful way to spend time with your people.

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By Hedda Bird, 3C Performance Management

You can love

appraisals! 3 essentials for a conversation

that makes a difference

PREPARE WHAT?

As a manager, you know you must

prepare for performance reviews,

but

Most people focus on preparing INPUTS:

paperwork numbers evidence

CONVERSATIONBut it’s the

that makes the

difference

This slide set shows you the

3 essentials to prepare so

you have the

conversation that

makes a difference

An

EMOTIONAL

MESSAGE

QUESTIONS

to EXPLORE

key issues

PLAN

your

FEEDBACK

1 2 3

AN EMOTIONA

LMESSAGE

1

FEELHow should

they

after the review?

Reviewees will take away ONE overall

impression of what you think

Be clear what YOU want that

to be …I’m appreciated?…I’m respected?

…Do I need to pull my socks up?

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ACTION: Decide on EMOTIONAL MESSAGE

2QUESTIONS to explore

KEY ISSUES

3 questions

Before the review write

about what you want to

discuss

What has

gone well?

What has

happened?

How to get back

on track?

Uncover

problems or

hidden

agendas

The GOOD

TheBAD

The HIDDE

N

Explore any or all of these…

OPEN QuestionsGood for • ENCOURAGING reflection and learning• COACHING people to improve• UNDERSTANDING a situation better• EXPLORING possibilities

EXAMPLES• How confident are you?• What made the difference?• When did things change?

PROBING Questions

Good for• Exploring how people FEEL• UNDERSTANDING motivation • Bringing HIDDEN issues to the surface

EXAMPLES• What has happened to make you think

that?• What makes you say that?• How do you feel about this situation?

STATEMENT QuestionsGood for • Addressing difficult situationsFirst: state the situationThen: Ask a question that focuses on one aspect of the situation you want to address

EXAMPLES:

Your last project ran over budget (your statement)• What could you have done to prevent

that?• What will you do differently on your next

project?

If you write your questions before each

review

You will feel more confident and in

control during the conversation

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ACTION: Write your questions

PLAN your FEEDBACK

to say what

must be SAID

3

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FEEDBACKThink about

the

you need to give

ACTION IMPACT MOVINGFORWARDWhat have

you

observed?

What impact

has the action

had?

What must

change?

A I M

Action: In the team meeting on Friday you were openly critical of the company and rude to several

colleagues.

Impact: This upsets others, reduces team morale and discourages others from

contributing

Moving Forward: In future please discuss any concerns with me privately, and listen to others

with respect and courtesy

ACTION: Plan your FEEDBACK

An

EMOTIONAL

MESSAGE

QUESTIONS

to EXPLORE

key issues

PLAN

your

FEEBACK

1 2 3

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FEEL BETTER

Do these 3 and you will

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PREPAREDand be

We love appraisals!

hedda.bird@3cperform.co.uk

01491 411 544www.3cperform.co.uk

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