Presentation on theme: "Preparing for your Performance Review"— Presentation transcript:
1 Preparing for your Performance Review By Michael Mina1/11/07 IT Careers SIG meeting
2 Scope of this presentation Limited to standard review: one employee being reviewed by one or more reviewers (often including one's manager)Note: Not all employees are reviewed by their managerGeared toward the reviewed partyExcludes 360 degree and related reviewsNot geared toward the reviewer
4 Why reviews are important Some ways are more obvious, some are less soThey may impact your salaryNote: There are employers that give you the same salary increase whether you have a good or bad review.They constitute feedback regarding how your performance is perceivedDo you have a future in this department?Are your accomplishments underrated?Is the reviewer so off-track that you question his/her management skills?
5 Why reviews are important They can serve as proxies for a reference from your managerYou may not your manager to know you're looking for a new jobHowever, your prospective employer may want a reference from someone who recently worked with you, or a prior managerConsider addressing their concerns by leaving a copy of your review
6 Why reviews are important They are official documentation about youThey can be used to…Prove claims that you make about your own accomplishmentsJustify your discipline or dismissalYour reviews are a part of your professional reputation-treat them accordingly
7 When to prepare for your review Always, always, alwaysEverything you do, day to day, is subject to review, so accurately and completely record what you do day by dayAs you perform your tasks, always think of how they can be packaged for your review, whether that's one day or one year away
8 How to prepare for your review Review your company's policies & procedures for conducting reviewsDo what company policies & procedures say (of course)Use the appropriate formsSet up the appropriate meetingsetc.
9 How to prepare for your review If there are special reviewing instructions given to you by an authorized party (e.g., reviewer or manager)…Be sure to follow themBe sure to document the deviation in instructionsUnderstand what is expected of you when
10 How to prepare for your review Create a list of your accomplishmentsMajor first, then minorFor each…Problems you solvedImpact to organization, customers, partners, etc. Examples:Wrote queries against database - OR -Developed procedures to update the managed care system and avert the incorrect billing of 10,000 members.Also, what were you asked to do that isn't in your job description?
11 How to prepare for your review Send this list to the reviewer in advance of your review date. If possible, attach it to the review.Always be able to document your claimsPersonal log, s, attachments, etc.No one cares to remember your accomplishments as much as you doAlways keep this documentation separate from other files so that it's…Readily availableEasy to reproduce
12 How to prepare for your review Consider separating electronic copies as wellNote: Be careful not to violate any company policies in doing this.List any other topics you may want to discuss at the reviewPromotion opportunitiesNew responsibilitiesTrainingOther goals you have for the upcoming period
13 What constitutes a good review? One with no surprises-you should have received performance feedback regularlyOne which accurately evaluates your performanceOne which constructively suggests areas in which you can improveOne in which your own career objectives are discussed
14 What constitutes a bad review? One where you receive negative feedback for the first timeOne which does not accurately evaluate your performanceOne which results in employee disengagement
15 What to do during the review Listen carefully to what is said/not saidFor what are you being praised?For what are you being criticized?Take good notesCarefully consider your wordsIf appropriate, consider sharing credit for the praise you receive-you are a team playerProject an image of being open to improvement
16 What to do during the review Consider negotiating for…A better increaseA better ratingBut be prepared to justify themAlways act in a professional manner, regardless of what happens
17 Responding to a bad review When possible, delay your response.Take more time to study the reviewReview what the reviewer wrote, together with your own notesMake sure that your reviewer explains each critical comment. Example:If he/she claims something was late, determine the actual due date. Did the due date change? When did it change?Beware of acting in the heat of the momentGive your reviewer the opportunity to change his/her mind and decide in your favor without looking like a fool
18 Responding to a bad review Alternative: Express some concern immediately, and say you'll want time to read the review more closelyDoes your company/department normally give tough reviews?If you're convinced that there are untrue claims, schedule a meeting to discuss with them with the reviewerBe prepared to substantiate your claims
19 Responding to a bad review What if you can't get the review changed?Is there an appeal process?Should you discuss with your manager (if he/she is not the reviewer)? Your manager's manager?If your reviewer wants to get rid of you, are you powerful enough to stay?In a state with employment at will, like Ohio, your options are limited
20 Signing a bad reviewConsider carefully the pros and cons of doing thisLook for written policies that state your signature does not necessarily constitute agreementRegardless of official statements, non-signers may be blacklisted
21 Signing a bad reviewContinued resistance to an unjust review can damage your career more than just accepting it and moving onPossibilities to consider carefully:Write an addendum to the review to substantiate your disagreementSend an to the reviewer substantiating your disagreement
22 Consolation for a bad review The salary increase difference between a good and a bad review may not be too great in one yearFuture interviewers at other companies will probably never see itYour references will probably never see it
23 Conclusion Always prepare for your review using the steps listed here Understand your employer's review policiesBe aware of the importance of your accomplishments, not just the accomplishmentsDo not overreact to a bad review-plan your response carefully and rationally, not emotionally