Goals 2014: 5 Ways To Make The Most Of Your #MidYearReview

What Makes Your Mid-Year Review A Positive Experience?

What Makes Your Mid-Year Review A Positive Experience?

If your staff report year began in April your mid ear review is due about now. You and your Supervisor / Team Leader / Manager will be preparing for a conversation which will cover: your performance against your goals; the competencies you are using and those you can develop; plus support you can tap into from coaches, mentors or formal training providers.

If you are a UK civil servant this process might raise wider issues, some of which are discussed in a feature on morale this week in the Guardian newspaper   The article is worth a read if you have an interest in staff engagement, or the delivery of public services.

5 Ways To Get The Best Out Of Your Mid-Year Review

Whether you are working in the private, or public sector your review is your chance to share the evidence of your good work so far this year with your Supervisor.

If you are a Supervisor chairing the session it is your chance to have an empathic conversation, which uses evidence to highlight the good work your junior colleague has produced. You can propose any development areas that need attention and leave the session on a positive note overall.

The Review is also the spring board to the second part of the year. You can create momentum from this session. Enough momentum to carry you toward whatever achievements you want under your belt by next Spring.

Here are your 5 pointers to make the most of your mid-year review

  • Bring your evidence (customer feedback; stats showing what you have accomplished; learning log highlights).
  • Listen intently to what is being said, so you can note down positive and interesting feedback.
  • Check you understand any adverse feedback and ask for evidence where necessary.
  • Clarify next steps and timings at, or shortly after, the review (especially if you have to follow a timetable to record your difference of opinion over something which has been said).
  • Create a development goal, in line with your values, which you can work on this month. Make sure it also moves you forward towards a personal goal. This will give you an immediate lift, should you need one and give you confidence you can use at work too.

What are your favourite strategies to make sure you conduct effective reviews with your staff? What factors tell you that your Supervisor has made your review a positive experience? Share your thoughts in the Comment section below, or send me a tweet @RogerD_Said

Feel Free To Share This Post

If you found this post useful please share it with your friends and suggest what other subjects you would like to see featured here.

Goals 2014: When your manager says your work must improve which 3 steps should you take?

Is Your Performance Going Up Or Down This Year? (Image under creative common licence from Morguefile.com)

Is Your Performance Going Up Or Down This Year? (Image under creative common licence from Morguefile.com)

This year, like every year, thousands of civil servants made the Government’s presentation of the Budget seem effortless.  Behind the scenes collaborations, across the various departments, over many weeks came together smoothly yesterday.  Meaning that as the Chancellor sat down, a comprehensive suite of Budget publications appeared online .

How will some of those civil servants feel, should they now learn that they ‘must improve’ their performance to meet their work objectives?  It is a knock to one’s self-confidence to be judged in that way by a line manager.  More so if that outcome bucks the trend of years of evidence-based good performance.

Guidance on ranking staff for appraisal purposes

This year a ‘must improve’ judgement will flow from the strict application of guidance in the new Civil Service Appraisal system.  The system is one part of Civil Service Reform (whose goal is delivering better services for less money).

The guidance – available to managers across different Departments, Directorates and teams – is to use the sector-wide appraisal system to determine who has had a successful year.  The system seems to mean that appraisal markings can be distributed along a curve.  On that curve approximately:

  • 20 % of staff in a grade will have exceeded their objectives
  • 70 % will have achieved expected outcomes
  • 10% must improve

One appraisal system but two perspectives on how it works

The dialogue around performance management is led by the Head of the Civil Service, Sir Bob Kerslake.  He has blogged about the new performance management system, which he believes, reflects consistency across the organisation and looks at what civil servants achieve and how they achieve it.

Many Senior Civil Service (SCS) staff and their junior colleagues have replied to the blog (although it seems the distribution curve does not to apply to members of the SCS).  In unusually frank replies staff express their views about the system’s apparent use of quotas and its effect on morale.  They also note that HMRC staff downed tools over this issue in February.  So seemingly there is one appraisal system, but two perspectives on how it works.

It is also worth noting there may be an impact on workplace equality, since the sector employs more women than men below SCS level.  Black and minority ethnic staff, and disabled staff, are also concentrated in the grades where must improve ratings will appear.

3 steps to take when your manager says your work must improve

Are you someone whose performance ‘must improve’ this year?  How about rising to that challenge?  Once that sinking feeling in the pit of your stomach subsides, you should focus on moving forward.  Here are 3 actions to help you to move forward beyond your appraisal:

  • Review the evidence of your previous successful, or above successful, reports (to highlight your favourable customer feedback, transferable strengths and as a reminder your present rating may be quite subjective)
  • Record the specifics of your strategy to take an immediate, positive, next step to achieve a short-term win (something constructive you know you can do well, within your present role, or one that allows you to reassert your ability to achieve good quality results)
  • Recruit a skilled ally, ideally a coach who: understands the significance of your work-life goals; recognises the importance of your values; will remain supportive as your performance returns to its former state.

Civil Servant or not, how will you improve the quality of your work this year?  Why not dip into the Archives, to the right of this post, to get some inspiration as you move forward.

At Your (Civil) Service

English: Martin Donnelly, Permanent Secretary ...

English: Martin Donnelly, Permanent Secretary of the Department for Business, Innovation and Skills in the United Kingdom (Photo credit: Wikipedia)

UK public servants come in for some real stick.  Unfairly in my view.

Pay freezes, head count reduction and the relentless pressure of producing more results with less resources take their toll.  At least one civil service representative body, the Public and Commercial Services union – www.pcs.org.uk – seems set to ballot for strike action.

At least one central government permanent secretary (chief executive equivalent) has a job plan which includes doing something about that.

 

Martin Donnelly at the department for Business, Innovation and Skills has a job objective which includes improving outcomes amongst his middle managers and generally rewarding good performance in the organisation.

It must also be good for morale therefore to learn that David Cameron enjoys good relations with civil servants  http://www.bbc.co.uk/news/uk-politics-21009377 .

Armed with that reassurance it should be possible for organisational leaders to work with staff to identify some goals, including:

– their main goal for 2013 and how it benefits them individually + their stakeholders (including senior colleagues and, crucially, the politicians they answer to http://www.bbc.co.uk/news/uk-politics-21040142

– how to positively motivate stakeholders to pursue those gaols (Cabinet Office has some ideas though  http://blogs.cabinetoffice.gov.uk/behavioural-insights-team/2013/01/07/sticking-to-our-new-years-resolutions/

– gainging clarity on what ‘success’ looks like, will acquiring skills such as project planning and contract management be important across government, as the Public Accounts Committee chair, Margaret Hodge, suggested in December 2012? http://www.bbc.co.uk/news/uk-politics-20604173