Workbook - How to Give Effective Performance Feedback to Employees

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HOW TO GIVE EFFECTIVE PERFORMANCE FEEDBACK TO EMPLOYEES Participant Materials Copyright 2007, Rockhurst University Continuing Education Center, Inc. PRESENTED BY ROCKHURST AUDIO CONFERENCE SERIES, A DIVISION OF ROCKHURST UNIVERSITY CONTINUING EDUCATION CENTER, INC. 1107

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How to Give Effective Performance Feedback to Employees

Transcript of Workbook - How to Give Effective Performance Feedback to Employees

Page 1: Workbook - How to Give Effective Performance Feedback to Employees

HOW TO GIVEEFFECTIVEPERFORMANCEFEEDBACK TOEMPLOYEES

Participant Materials

Copyright 2007, Rockhurst University Continuing Education Center, Inc.

PRESENTED BY

ROCKHURST AUDIO

CONFERENCE SERIES,

A DIVISION OF ROCKHURST

UNIVERSITY CONTINUING

EDUCATION CENTER, INC.

1107

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Participant Notebook

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Worskhop Agenda

1. Three things to keep in mind about performance

2. What performance reviews really are and why we have them

3. Why giving the right kind of feedback is critical

4. Myths about performance reviews

5. How often to give performance feedback

6. Essential steps in dealing with issues

7. Documentation

8. Underutilized methods

9. How to communicate both positive and negative feedback

10. How to open up clogged lines of communication for a two-way give and take

11. Top five most common feedback mistakes and how to avoid them

12. Kinds of feedback that will eliminate stress of the annual performance review

13. Tips for success

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Participant Notebook, continued

Three Things to Keep in Mind About Performance

1. It’s all about performance

2. Performance is not personal

3. Performance is not accomplished in a vacuum!

What Is a Performance Review and Why Have Them?

1. Improves performance

2. Improves morale

3. Rewards past performance

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Why Giving the Right Kind of Feedback Is Critical to YOUR Success as a Manager

1. Legal issues

2. Skills and training issues

3. Confrontational avoidance

4. Reflection on self

5. Procedural

6. Organizational

Myths About Performance Reviews

• Appraisals aren’t expected

• Appraisals aren’t fair

• Appraisals aren’t balance

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Participant Notebook, continued

How Often You Should Give Feedback

Should You Set Up a “Feedback Schedule”?

The key to performance assessment, evaluation, and feedback is to focus on observablebehavior and make it timely.

1. Essential steps in dealing with an issue:

a. Issue identification

b. Allow employee embracement

c. Enable the employee to develop a solution

2. Your feedback schedule

Feedback must be:

1. Current

2. Behavior driven

3. On the spot

4. In reality____________________________________

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The Tool Most Managers Underutilize When Setting Up Performance Goals

Six Documents You Must Have in Your Evaluation Toolbox

1. Resume

2. Coaching Statement

3. Performance Review

4. Reprimands

5. Awards

6. Certification

Two Underutilized Methods

• Coaching

• Counseling

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Participant Notebook, continued

How to Communicate Both Positive and Negative Feedback

In a way that inspires your employees — not derails their productivity and morale

1. Keep it objective.

2. Make it timely.

3. Be clear and specific.

4. Sincerely express your appreciation.

5. Do not be personal.

6. Watch absolute words and clichés.

7. Document.

What to Avoid When Communicating

1. “Psychobabble”

2. Inappropriate word usage

3. Body language

4. Rumors

5. Location

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Participant Notebook, continued

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Documentation

What You Should Document During Feedback Sessions

1. Attitude

2. Skills

Preparation for Feedback and Associated Documentation

• Clarify the results expectations of the job; focus on output.

• Gain agreement on performance.

• Agree to goals.

• Agree on a measuring scale.

• Highlight discussion for future conversation.

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Participant Notebook, continued

How to Open Clogged Lines of Communication for Two-Way Give-and-Take

• Meet monthly

• Observable behavior

• Observation of appropriate behavior

• Reward stellar performance

How to Measure an Employee’s Progress for Follow-up Sessions

• Focus on behavior and evidence.

• Clarify measurements (ex. Number of times a phone can ring before it must be answered).

• Coaching process: Coaching is used to help solidify performance and offer support toimprove performance.

• Counseling process: Counseling is the reactive, structured approach implemented whenan employee is performing below acceptable standards.

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The Top Five Most Common Feedback Mistakes and How to Avoid Them

1. Leniency issues

2. Halo effect

3. Recent issues

4. Pitchfork

5. Exaggerated communication

Why These Kinds of Feedback Sessions Will Virtually Eliminate theStress of the Annual Performance Review for You and Your Employee

“Open dialogue enables the employee to undertake risks and receive rewards based on theirknowledge of acceptable organizational policy”

— Stevens

Real-World “Life Scripts” to Help You Know What to Say — and Avoid Saying — During Feedback Sessions

Acceptable

• You sat there while the phone rang and did not answer it.

• Your sales reports are 10 days overdue.

• Mary the service manager states that you have missed her last two staff meetings.

Unacceptable

• You don’t like to talk to people on the phone.

• Your sales reports are incorrect, sloppy, and lack analytical skills.

• Your disrespect of Mary is rude and inappropriate.

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Participant Notebook, continued

Performance Evaluations Are Effective When …

• Standards are set to achieve individual and organizational goals.

• Individual can offer a contribution.

• Manager and employee can openly communicate to achieve objectives.

• Coaching and counseling are used to assist.

• Individual is self-directive.

• Organization regularly assesses talent and aligns with strategic orientation.

• Individuals are rewarded on successes.

Tips for Success

• Use coaching when needed.

• Feedback is central and often.

• Base feedback on observable behavior.

• Use counseling if necessary.

• Individual is an integral part of goal setting and ongoing evaluations.

• Use evaluations to inform, guide, and assess talent for organizational success.

• Evaluations are timely, balanced, nonjudgmental, and treat talent as assets!

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Recommended Resources

Audio CDs

The Art of Being Assertive

Communicate With Confidence

Effective Coaching

How to Handle Conflict and Confrontation

How to Handle Difficult People

How to Manage Projects, Priorities & Deadlines

Mastering the 7 Habits (4-program set)

Money Mastery (with CD-ROM)

Motivation and Goal-Setting

The Power of Persuasion

Manuals

Finding and Hiring the Right People

Learn to Listen

The Manager’s Role as a Coach

Negaholics™ No More

Think Like a Manager, Third Edition

Books

101 Sample Write-Ups

3003 Ideas in a Box (3-volume set)

Discipline Without Punishment

Fair, Square, and Legal

Lifescripts (with CD-ROM)

To order resources, call Customer Service at 1-800-258-7246, or visit our Web site at www.NationalSeminarsTraining.com

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BonusMaterials

Dear Customer,

You are a valued customer and to say “thank you,” we haveincluded the following as a bonus for you. We believe you’llfind it helpful as a job aid or to further your knowledgebeyond today’s broadcast.

Thank you,

Susan EnyeartDirector, Curriculum Development

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1107

Bonus Materials:

HOW TO GIVEEFFECTIVEPERFORMANCEFEEDBACK TOEMPLOYEES

Copyright 2007, Rockhurst University Continuing Education Center, Inc.

PRESENTED BY

ROCKHURST AUDIO

CONFERENCE SERIES,

A DIVISION OF ROCKHURST

UNIVERSITY CONTINUING

EDUCATION CENTER, INC.

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How to Give Effective Performance Feebback to Employees

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Top Ten Dos and Don’ts for Giving Feedback That Gets Results

Top Ten Dos for Giving Feedback

1. Be straightforward, specific, clear, and concise when giving positive and negative feedback.

2. Make feedback timely to the event or situation.

3. Link behavior feedback to department or corporate goals — get them to see the “big picture.”

4. Discuss alternative solutions to problems.

5. Develop an action plan for change — being specific about the changes needed in behavior.

6. Be tactful and respectful of the other person at all times.

7. Give criticism in private — never in public.

8. Ask open-ended questions to explore the situation.

9. Listen to the other person’s rationale, reason, or explanation.

10. Direct your comments to behaviors that the person can change.

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How to Give Effective Performance Feebback to Employees, continued

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Top Ten Don’ts for Giving Feedback

1. Be vague with either positive or negative feedback — “super job”

2. Make assumptions or prejudge the person or situation

3. Always praise in public — praise both in public and private.

4. Exaggerate by using such words as “always,” “never,” or “extremely.”

5. Use qualifiers, such “somewhat,” “sort of,” or “kind of.”

6. Give feedback through e-mail messages, over the telephone, or in notes to the person.

7. Fail to follow-up at a later time, for either positive or negative feedback — give a progressreport or have a progress conversation with the person.

8. Wait too long after the event or situation to give feedback — the closer in time thefeedback is to the event the more effective the feedback.

9. Give feedback only when it is negative — give both positive and negative feedback to theperson on a regular basis.

10. Show negative emotions (anger, outrage) when giving feedback; instead, state feelings ina businesslike manner.