Performance Appraisals: Pain in the ass, or panacea??

Oh, crap! Another performance review…

How many times have we heard–or uttered ourselves–this common lament? I’m guessing “lots” is a fairly accurate response.

The better answer, however, is “way too often.” The performance management process (of which some variation of an appraisal is essential) is the key to organizational improvement. To give that process the short shrift simply because someone has abused the effort sometime in your lifetime (maybe right now) is to say that, in effect, improving organizational performance is best accomplished by guesswork, hope, and good intentions. And by believing every supervisor who tells you, “Oh, yeah, I’m having regular performance feedback conversations with everyone who works for me.”

I was born at night, but not last night.

One of the scariest things I’ve read lately–in the long list of ill-advised approaches to leadership–is this talk of “getting rid of performance reviews.”

What a load of bunk.

We don’t need to, nor should we, get rid of them. In fact, it’s about time we doubled down and sharply increased the attention and use of this valuable process.

A puzzling part to me, is that most organizations attribute a poor performance review program or process to their Human Resources function. Another load of bunk. I’m not defending your HR department per se, but if your performance review efforts are anything less than successful, senior leadership–up to and including the chief executive–are squarely accountable.

A reminder… your HR shop is not an independent, self-employed entity, and if they haven’t heard you say differently, they are meeting your expectations.

Managing organizational performance is a leadership issue, not an HR function.

Some brief points to ponder:

  1. Why do them? Done correctly, performance reviews align individual efforts with organizational goals and objectives, provide a scorecard or barometer for performance (think pay, promotion, development, succession, training), and act as a solid vehicle in an employees’ developmental journey.
  2. Who leads this processSenior leadership. It must–simply must–begin at the top. This top-down responsibility is as much a core responsibility as cost control and managing margins. Let’s be clear: If you, senior leader, don’t take this process seriously; if you don’t complete them timely; if you don’t enthusiastically support these efforts within your organizations, then their ineffectiveness is on your shoulders, no one else.
  3. Best practices include casting due dates in stone–no exceptions. The latter part of the review should spell out and discuss–in clear, unambiguous language–the expectations for the future review period. More is better than few. Use objective measurements whenever possible. Subjective analysis should be a severe exception, not a rule. If you really can’t measure it yourself, what makes you think an employee can?

Performance reviews are dead. Long live performance reviews. I’m fine with burying the old, HR-driven process that included so many cumbersome “extras,” provisos and “qualifications,” as long as we replace it with something that clearly defines expectations, provides measurements for those expectations, and follows up on the performance to those expectations.

Anything else is simply accountability avoidance. Let’s don’t do that, ok?

Be Brazen.

Outsourcing Management

Outsourcing is a viable business option, and it’s here to stay. And it’s nothing new — we’ve been outsourcing some or all of the human resources functions for decades (think 401k admin, for example). Having said that, to what criteria do we manage these providers? More importantly, what criteria do we/should we use when selecting outsourcing partners?

Normally, outsourcing human resources — at any level — is a balanced combination of task management and results measurement. In other words, we typically outsource those high-volume, repeatable tasks, and measure a provider’s efficacy on the demonstrated success of accomplishing those tasks.

And, from my view, we need to keep 3 things in mind when selecting these outsourcing partners:

Task management. Are they capable of accomplishing the full range of tasks that we require, specifically as we require them done?

In other words, will they, can they, do it “our way,” or will our employees have to adapt to “their way,” out of provider convenience and consistency?

Results measurement. How will we measure the success of task accomplishment mentioned above? Again, will those measurements be a subset of what we already use and are accustomed to today, or will the measurements for success be those determined or offered solely by the new provider?

Best results, of course, come from integrating an outsourcer into OUR organization, including using established, valid measurements.

What else can they offer, that creates value in our world, that we may not have specifically been seeking? I have a large client who wanted to outsource virtually all task-driven efforts within benefits, compensation, and even some employee relations. The provider, however, demonstrated a method for outsourcing full-cycle recruitment that my client had never before considered. This value-added offering put that provider over the top.

In short, measure current and future outsourcers as you would any other business function: by a combination of the things they do measured against the results they deliver.

And hold their toes to the fire…
(I have no idea of the origins of that phrase…!)

Needing Leaders… The “make” or “buy” decision…

So, do you grow your own leaders from within, or hire someone new with – presumably – the leadership skills you need are unable to find inside your organization?  What do you tell yourself to justify not developing those skills from within your organization?  How about these?  See if any sound familiar…

“I don’t have anyone ready to ‘step-up.’”

“Leadership development is expensive.”

“If I train them, they’ll just leave and join the competition.”

Please.  I’ve heard them all, and many more just like these.  Some are urban myths, some are akin to the business version of “old wives’ tales.”  All are dumb.  Worse, however, is that some are actually damaging to your organization.

For example:

I don’t have anyone ready to step up.  Really??  You have no one on your staff, or available to you, who with proper development, coaching, and mentoring could step into a more responsible role?

My first comment is “not likely.”  If you really believe that, though, here’s some free advice: Whack ’em all and start over.  Simple statistical odds are that some should be ready or capable of becoming ready; if not, our hiring process is so remiss that blowing it up and starting over may be the only option.

It costs too much.  Again with the “really??”  How much does it cost, in revenue, earnings, and your time, to re-tell, re-advise, re-answer, and re-work?  How about the conflicts that apparently only you can resolve? Aren’t you tired of having to make every decision yourself?

What sort of productivity gains are you missing by not having competent and skilled managers and supervisors at all levels of the leadership food chain?

If I train them, they’ll just leave.  So then, your choices seem to be either train someone who may eventually leave, or keeping that person without the necessary, relevant knowledge.  You’re not seriously weighing this, are you?

Why “grow our own” leaders?  In my mind, there are three simple reasons:

  1. It ensures continuity.  Someone who has seen, experienced and “lived” the functional day-to-day may better understand what issues and challenges are significant.  Yes, sometimes we need an outsider to provide some new-blood thinking, but not at the expense of continuity and corporate memory.
  2. It sends a positive message. Advancement opportunities are a big reason that good people stay – including you.  Promoting a deserving candidate trumps and external hire 24×7 in that regard.
  3. They already know, understand, and more importantly fit our culture. Let’s face it —  though valuable, skills are a dime a dozen on the open market.  They just aren’t that difficult to find (including mine and yours).  What’s difficult is finding those skills wrapped up in someone intelligent enough to learn our jobs, and who also fits our current culture.

Except in very unique circumstances, developing current staff to assume future leadership roles always, always, benefits the organization in big ways.  Many of you reading this have been promoted into your roles, so you clearly understand the value.  We can – we really can – teach and develop the skills necessary to “grow your own,” so keep that in mind before thinking there’s “greener grass” in a newly hired manager…

Manager Evaluations — 360 & Subordinate

Should we use 360-degree evaluations to determine how well our managers are “managing?”

My answer will be brief, followed by some applicable humor (well, it’s funny to me…)

Management efficacy should be evaluated by measurement, not popularity. Don’t ask the question if the answers aren’t actionable. In other words, if the manager is kicking butt on all measurable fronts, what would you have him or her change if a survey came back with suggestions?

The right answer, of course, is nothing.

Having said that…

What would you like to hear them say?

Three friends of Thibodeaux’s from the local Cajun congregation were asked, “When you’re in your casket, and friends and congregation members are mourning over you, what would you like dem to say?

“Jacque said: “I would like dem to say I was a wonderful husband, a fine spiritual leader, and a great family man.

Ovide commented: “I would like dem to say I was a wonderful teacher and servant of God who made a huge difference in people’s lives.

“Then it was Boudreaux’s turn to said somethon: “I’d like dem to say, “Look at dat!!!!, he’s moving!”

Measure managers by results, not popularity or wishful thinking.

KB

Just be nice…

Bullies. Jerks. Egomaniacs.

All have been used to describe domineering bosses. Leaders who are abusive, raise their voices, and intimidate. Personally, I call them something else.

Failures.

A leader who resorts to intimidation, brow-beating, threats and coercion is self-admitting the inability to successfully lead. I call it “business card leadership.” The sole source of this leader’s authority comes form a business card that says “you must obey me.”

Remove the business card, and these unsuccessful leaders couldn’t get a wolf to follow them while carrying raw meat.

Here’s a suggestion: “Be nice.”

For movie fans, remember the movie “Roadhouse” with Patrick Swayze? He’s a “cooler” (apparently some bigwig bouncer), and in one scene is giving other bouncers the rules. His commentary goes something like this:

All you have to do is follow three simple rules. One, never underestimate your opponent. Expect the unexpected. Two, take it outside. Never start anything inside the bar unless it’s absolutely necessary. And three, be nice.

He ends this conversation with the parting statement, “I want you to remember that it’s a job. It’s nothing personal.”

We could do well to internalize those three instructions above:

1. Expect the unexpected. “Stuff” happens. Remember that leading is only difficult “when it’s difficult.” When everything is running smoothly, all playing well with each other, everyone working at full competency, leading is easy. When something breaks down — and it will — it takes some skill.

2. Take it outside. Reprimand in private. Coach in private. never get emotional in a crowd. When you force defensiveness, career-altering emotions come into play. If you yell with others around, it’s apparent to others you are incapable of leading effectively. is that what you want?

3. Be nice. That’s right, be nice. At the end of the day, if someone simply refuses to be coached, comply with suggestions, etc., you can always fall back on “because I said so.” Don’t lead with that. Be nice. Calm voice. Phrase your demands as a question; reasonable (read :”keepers”) employees don’t really think a task question from their boss actually has a “no” potential response. It’s just courtesy. be nice.

And finally, remember this isn’t your life… it’s a job. It’s not a calling (for most of us), it’s employment. A way to make a living. A way to pay for the things we do when we AREN’T working. Think of it that way, and remember when you lose control, “your leadership is showing,’ and it’s not the best example to set.

…and be nice.

Cheers.

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