{"id":26443,"date":"2021-02-08T09:27:35","date_gmt":"2021-02-08T13:27:35","guid":{"rendered":"https:\/\/www.shortform.com\/blog\/?p=26443"},"modified":"2021-02-14T23:41:29","modified_gmt":"2021-02-15T03:41:29","slug":"how-to-conduct-performance-appraisal","status":"publish","type":"post","link":"https:\/\/www.shortform.com\/blog\/how-to-conduct-performance-appraisal\/","title":{"rendered":"How to Conduct a Performance Appraisal: 4 Steps"},"content":{"rendered":"\n<p>Do you want to know how to conduct a performance appraisal? What&#8217;s the best method for performance reviews?<\/p>\n\n\n\n<p>A difficult part of being a manager is learning how to conduct a performance appraisal. By following the steps in Andrew Grove&#8217;s <em>High Output Managemen<\/em>t, you can conduct appraisals that are helpful and effective. <\/p>\n\n\n\n<p>Keep reading to find out how to conduct a performance appraisal.<\/p>\n\n\n\n<!--more-->\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to Conduct a Performance Appraisal <\/strong><\/h2>\n\n\n\n<p>Below we&#8217;ll cover how to conduct a performance appraisal. It&#8217;s important to have a well-established system for these reviews. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Steps For How to Conduct a Performance Appraisal<\/strong><\/h3>\n\n\n\n<p><strong>The primary goal of a performance review is to <em>improve <\/em>performance (not just assess it).<\/strong> Giving performance reviews is a high-leverage activity because it affects the recipient\u2019s performance for a long time\u2014she often recalls the feedback. Performance reviews should be used in all organizations regardless of size because performance matters to every organization. Here are the steps for how to conduct a performance appraisal. <\/p>\n\n\n\n<p>Managers don\u2019t naturally write good reviews for three reasons:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Delivering and <a href=\"https:\/\/www.shortform.com\/blog\/receiving-feedback\/\">receiving feedback<\/a> can be unfamiliar and emotionally awkward. Most of us don\u2019t have much practice at performance review-like work because American society discourages conflict (which negative reviews can generate). Recall good reviews you\u2019ve been given for guidance.<\/li><li>Assessing performance, especially of knowledge workers and managers (whose output depends on others\u2019 output), is challenging.<\/li><li>Performance is tied to compensation and rewards, two complicated and touchy subjects.<\/li><\/ol>\n\n\n\n<p>First, we\u2019ll look at a four-step process for how to handle the first two difficulties and write good performance reviews. Then, we\u2019ll look at how to handle the third difficulty.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step #1: Determine Expectations<\/strong><\/h3>\n\n\n\n<p><strong>Before you can assess performance, you need to determine your expectations <\/strong>so that the review can focus on whether or not your subordinates met them. (Failing to do this is the major problem with most reviews.)<strong>&nbsp;<\/strong><\/p>\n\n\n\n<p>As you come up with your expectations, remember that output is an important marker of performance.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step #2: Assess Performance<\/strong><\/h3>\n\n\n\n<p>Once you\u2019ve established your expectations, this is the next step for how to conduct a performance appraisal:<\/p>\n\n\n\n<p><strong>1. <\/strong><strong><em>Don\u2019t <\/em><\/strong><strong>ask the review\u2019s recipient to write a self-review for you to reference<\/strong> because:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>If you give her the same feedback she provided you with, she\u2019ll feel cheated.<\/li><li>She\u2019ll feel like you weren\u2019t paying enough attention to her\u2014if you <em>had<\/em> been <a href=\"https:\/\/www.shortform.com\/blog\/how-to-pay-attention\/\">paying attention<\/a>, you\u2019d have enough content for the review on your own.<\/li><li>Her review might sway you.<\/li><\/ul>\n\n\n\n<p><strong>2. Gather data on the recipient\u2019s performance<\/strong> by collecting meeting notes, progress reports, and so on.<\/p>\n\n\n\n<p><strong>3. On a blank sheet of paper, write down every thought you have about the recipient\u2019s performance.<\/strong> Don\u2019t edit them or order them by importance; just write down your stream of consciousness.<\/p>\n\n\n\n<p><strong>4. Once you\u2019ve finished, look for broad themes.<\/strong> Probably, you\u2019ll see evidence that the person does the same actions in various contexts.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>(Shortform example: If one of your subordinates always hands her reports in late, there\u2019s a good chance that she also misses other deadlines.)<\/li><\/ul>\n\n\n\n<p>Don\u2019t focus on potential or appearances because it doesn\u2019t matter how professional someone acts or how good she <em>could<\/em> be\u2014for example, if the recipient is a manager and her team doesn\u2019t perform, her performance is flawed.<\/p>\n\n\n\n<p><strong>5. Call these themes \u201cmessages\u201d and make a list of them.<\/strong> Then, support the messages with examples from your worksheet. (Ideally, none of your messages are surprising because you monitor the recipient and provide guidance regularly. If you <em>do <\/em>discover something you weren\u2019t expecting that might appear to the person as coming out of left field, include it anyway: They need to know about it to improve their performance.)&nbsp;<\/p>\n\n\n\n<p><strong>6. If the list of messages is too long for the recipient to remember, cut the less critical ones.<\/strong> You can probably mention them in a future review.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step #3: Provide Feedback<\/strong><\/h3>\n\n\n\n<p>As discussed, the goal of the performance review is to improve performance. Therefore, after assessing performance, you need to provide task-relevant feedback\u2014feedback that is directly related to work\u2014to guide recipients toward improvements.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step #4: Deliver the Review<\/strong><\/h3>\n\n\n\n<p>Once you&#8217;ve decided which type of feedback to provide, it\u2019s time to deliver the review. You should give a recipient a written review in advance of your in-person discussion because:<\/p>\n\n\n\n<p><strong>Reason #1: <\/strong>It will give her time and privacy in which to process the information. She\u2019ll be more prepared to discuss her review when the time comes.<\/p>\n\n\n\n<p><strong>Reason #2:<\/strong> If you give her the written review after the discussion, she might find something that surprises her because she wasn\u2019t listening carefully in the meeting and get upset about it.<\/p>\n\n\n\n<p><strong>Reason #3: <\/strong>If you give the written review during the meeting, she may pay more attention to it than what you\u2019re saying. Additionally, she won\u2019t have time to prepare what she wants to say in response.<\/p>\n\n\n\n<p>Now that you know the steps for how to conduct a performance appraisal, you can develop your own system. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Do you want to know how to conduct a performance appraisal? What&#8217;s the best method for performance reviews? A difficult part of being a manager is learning how to conduct a performance appraisal. By following the steps in Andrew Grove&#8217;s High Output Management, you can conduct appraisals that are helpful and effective. Keep reading to find out how to conduct a performance appraisal.<\/p>\n","protected":false},"author":5,"featured_media":9798,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[45,34,14],"tags":[205],"class_list":["post-26443","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","category-communication","category-management","tag-high-output-management","","tg-column-two"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.3 (Yoast SEO v24.3) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Conduct a Performance Appraisal: 4 Steps - Shortform Books<\/title>\n<meta name=\"description\" content=\"Do you want to know how to conduct a performance appraisal? 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