how to nail the performance review with jodi glickman
Post on 17-Oct-2014
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Workplace Expert Jodi Glickman shares four easy steps to the most productive performance review you've ever had. About Jodi Glickman Jodi Glickman is an expert in training people how to navigate the workplace. She founded the consulting firm, Great on the Job (GOTJ) in 2008 to provide Millennials and managers alike with effective communication strategies. She is a former Peace Corps volunteer (Southern Chile) turned investment banker (Goldman Sachs) turned present-day communication expert. She can also be found contributing to Harvard Business Review, Fortune.Com and Business Insider. This year Jodi published her book, “Great on the Job, What to Say, How to Say it, The Secrets of Getting Ahead.”TRANSCRIPT
Great on the
Job
4 STEPS TO SUCCESS NAILING THE PERFORMANCE REVIEW
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© 2011 Great on the Job2
Your Host
Nick Stein@stein_nick
Director of Content & Media Rypple
Our Guest
RYPPLE LEADERSHIP SERIES
Jodi Glickman@greatonthejob
President & FounderGreat on the Job
© 2011 Great on the Job3
rypple.com/blog/2011/07/infographic-performance-reviews/
THE KABUKI DANCE
© 2011 Great on the Job4
Rypple.com/loops
RYPPLE SOCIAL PERFORMANCE
© 2011 Great on the Job5
Your Host
Nick Stein@stein_nick
Director of Content & Media Rypple
Our Guest
RYPPLE LEADERSHIP SERIES
Jodi Glickman@greatonthejob
President & FounderGreat on the Job
© 2011 Great on the Job6
What is the purpose of the performance review?
QUESTION #1
© 2011 Great on the Job7
1. Make you better at your job 2. Give you real guidance on how to improve performance 3. Give you an idea of what to:
Start doing Stop doing Keep doing (* to get paid well/promoted next year)
ANSWER
© 2011 Great on the Job8
What is the performance review NOT intended for?
QUESTION #2
© 2011 Great on the Job9
1. Make you feel bad2. Make you feel good 3. Negotiate comp
ANSWER
© 2011 Great on the Job10
HOW DO I NAIL IT?
Before
© 2011 Great on the Job11
Prepare1.Do your homework
2.Prepare your Personal Matrix
1.Be prepared to lead2.Be Receptive
HOW DO I NAIL IT?
Manage the Conversation
STEP 1: DO YOUR
HOMEWORK
© 2011 Great on the Job13
Don't be surprisedDon't be defensive
KNOW WHAT'S COMING
© 2011 Great on the Job14
What have you contributed to your teams?What are your goals for 2012?
ASK YOURSELF
© 2011 Great on the Job15
Learned Java ScriptCreated new template / layout for customer email blastsSupervised a team of 3 junior employeesDeveloped a new inventory tracking processAssisted in five successful new ad account pitches
CONTRIBUTIONS TO YOUR TEAMS
© 2011 Great on the Job16
Lead a client engagement Supervise creative staff Increase exposure to senior management Represent company at recruiting events/conferences Work on cross divisional projects
GOALS FOR 2012
© 2011 Great on the Job17
What are you most proud of?What areas of development do you want to focus on?
ASK YOURSELF
© 2011 Great on the Job18
Getting up to speed quickly Helping to land new clients Adaptability to changes in management Building good working relationships with R&D team Stepping in during hiring freeze to pick up additional
roles/responsibilties
Most proud of…
© 2011 Great on the Job19
Attention to detail Client presentations Giving my manager / teammates more frequent updates Managing competing deadlines Asking for help earlier
AREAS FOR DEVELOPMENT
STEP 2: YOUR
PERSONAL MATRIX
© 2011 Great on the Job21
YOUR PERSONAL MATRIX
STEP 3: BE PREPARED
TO LEAD
© 2011 Great on the Job23
Contributions to your teamsAreas for DevelopmentGoals for 2012
HAVE YOUR TALKING POINTS READY
© 2011 Great on the Job24
Things are going really well, we met all our targets on the revenue share and I feel really good about myrole helping to land three new advertising accounts.
My client relationships are really deepening, and I’m learning tons from Jamie and Chris.
So Jodi, how do you think things have been
going? year, how do you think?
KNOW YOUR PUNCH LINE
© 2011 Great on the Job25
"I'm not going to tell you everything is ok and allow you to be mediocre. I played [football] for a long time; the coaches that drive me crazy to this day are the ones that told me I was good all the time. 'Well hey, you're doing a great job' and I knew I was mediocre as hell. And the guy that was on my ass, that made me be good every day is the guy that I appreciate right now."
— Jason Garrett, Head Coach, Dallas Cowboys
KEEP IN MIND
STEP 4: BE RECEPTIVE
© 2011 Great on the Job27
1. Solicit action steps for improvement2. Say thank you 3. Wait, digest & revisit
THE STRATEGY
© 2011 Great on the Job28
To improve my programming, do you think I should ask for more challenging assignments or just spend more time on the ones I already have?
Any suggestions of people I should talk to about managing cross-divisional communication more effectively?
Do you have any suggestions for getting clients to give input more quickly?
Who do you think does a great job of putting together marketing briefs?
SOLICIT ACTION STEPS
© 2011 Great on the Job29
Thanks so much for taking the time to sit down with me, I know how busy you are.
I really appreciate your thoughtfulness and willingness to share your feedback, this will be very helpful going forward.
Thanks so much for the feedback, I really appreciate it. I'm going to spend some time focusing on the points you mentioned.
SAY THANK YOU
© 2011 Great on the Job30
That's an interesting way of thinking about things, I hadn't considered that angle
I'd like to think through all of this and come back to you with some additional thoughts and questions
Would it be okay if I took some time to digest all of this and come back to you with additional thoughts or questions next week?
WAIT. DIGEST. REVISIT
© 2011 Great on the Job31
I wanted to follow up on our conversation last week and talk more about my interaction with clients and how I can improve
I've been trying very hard to be more focused on the details and here's what I've been doing differently…
I spoke with Andrew and Nancy and they both agree I've been handling my client relationships well on their teams. So, I want to make sure I understand your comments from last week about why I'm not doing well in your eyes on that front
I've been thinking a lot about improving my attitude and I want to go over some ideas with you about making that happen
WAIT. DIGEST. REVISIT. 1 WEEK LATER
© 2011 Great on the Job32
I apologize about coming into the office late, I will make sure it doesn't happen again.
I hear what you're saying about having a bad attitude and that's certainly not the image I want to portray. I will do my best to be more professional.
I don't agree that my work is sloppy, but I will do an extra layer of work to make sure that final docs are coming to you in better shape.
I am making a concerted effort to keep everyone in the loop on my teams but I guess I need to brief my teammates more often to make sure they know where my projects stand.
You're right, I will work on that.
EASY FIXES: BE CONTRITE
© 2011 Great on the Job33
Show that you are engaged and committed to improvementBring your manager into the process and gets him/her
invested in your career developmentDemonstrate your enthusiasm and professionalismMake people love you!
THE END GOAL
© 2011 Great on the Job34
Lead with Purpose
John Baldoni Baldoni Consulting LLC
Coaching with Compassion
UPCOMING WEBINARS
Suzanne Rotondo Teleos Leadership Institute
© 2011 Great on the Job35
WHADDYA THINK?
Thanks!
www.greatonthejob.comjodi@greatonthejob
Facebook.com/greatonthejobTwitter: @ greatonthejobblogs.hbr.org/glickman
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