performance appraisal challenges

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facilitated by: Dindy Robinson Director of Compensation/HRIS Performance Management: Challenges 1

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Page 1: Performance Appraisal Challenges

facilitated by:

Dindy RobinsonDirector of

Compensation/HRIS

Performance Management:Challenges

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Page 2: Performance Appraisal Challenges

It is literally true that you can succeed best and

quickest by helping others to succeed– Napoleon Hill

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Page 3: Performance Appraisal Challenges

HOW TO START…

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Page 4: Performance Appraisal Challenges

“You know, Jim, your work hasn’t been up to it’s usual high standards lately. I’m wondering if we can talk about the reason for this. I’m concerned about you.”

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Page 5: Performance Appraisal Challenges

Start with a positive

Thor can be a very effective member of our team.

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Page 6: Performance Appraisal Challenges

Identify Problem Behaviors

Behaviors! Not characteristics!

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Page 7: Performance Appraisal Challenges

Behaviors not Traits…

Sloppiness: Missing errors when proofreading, mispacking orders, performing inaccurate accounting work.

Disruptive: Complains. Criticizes other departments. Tells staff how they are being taken advantage of.

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Page 8: Performance Appraisal Challenges

What Can You Say Instead of:

Lazy? Not a team player? Bad attitude? Intimidating?

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Page 9: Performance Appraisal Challenges

Describe the behavior

Unfortunately, Thor is often late to work and not fully engaged until 45 minutes into the workday. During the last three week period, there were 7 times when Thor was 15 minutes or more late to work. When he arrives at work, he takes 30 minutes getting coffee and talking to his co-workers before getting to his desk to work.

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Page 10: Performance Appraisal Challenges

IDENTITY ALTERNATE BEHAVIORS

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Page 11: Performance Appraisal Challenges

Identify Appropriate Alternate Behaviors

Involve the employee: What do you think you can achieve? How can we help you achieve this?

What should we say to Thor?

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Page 12: Performance Appraisal Challenges

Getting Thor to Work

Over the next 3 months Thor needs to focus on attendance: be at his desk and ready to work by 8:00.

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Page 13: Performance Appraisal Challenges

Summarize and Thank the Employee

Thor, I appreciate your willingness to address the performance issues we discussed today. I have every confidence that you can and will succeed in making the changes needed to assure your success on the job.

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Page 14: Performance Appraisal Challenges

THE STORY OF HULK

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Page 15: Performance Appraisal Challenges

1. Start with a positive

The Hulk is a very enthusiastic team member. He is the first person at his desk every morning and remains focused throughout the day.

What comes next?

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Page 16: Performance Appraisal Challenges

Identify the Problem

However, the Hulk exhibits poor customer service techniques. He has been observed slamming the phone onto the hook when frustrated by a caller, and last week he punched a student in the nose. He also was overheard telling a parent, “Nanny nanny boo boo it sucks to be you. You pay your bill or I smash your face.”

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Page 17: Performance Appraisal Challenges

Describe the Problem

What do you say to Hulk?1. Your customer service skills need

improvement.2. I have heard you slam the phone down

when you get frustrated with the caller.3. I overheard you telling a parent, “Nanny

nanny boo boo it sucks to be you. You pay your bill or I smash your face.”

4. Last week you punched a student in the nose. 17

Page 18: Performance Appraisal Challenges

Identify Alternative Behaviors for Hulk

Attend customer service training Work with a more experienced

customer service mentor Review calls with his supervisor once

per week Participate in outbound customer

service surveying calls Sit as a call reviewer with team leads

to listen to how they perform on the phone. 18

Page 19: Performance Appraisal Challenges

The Problem

Employee responded inappropriately to an email from the Dean. Employee was rude and nasty, referring to the Dean as “your loftiness” and telling the Dean that if she had planned better, she wouldn’t be needing this report at the last minute.

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Page 20: Performance Appraisal Challenges

Practice

Come up with an action plan for the employee who sent the rude email to

the Dean.

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Page 21: Performance Appraisal Challenges

FOLLOW UP

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Page 22: Performance Appraisal Challenges

Follow up

Set up a follow up meeting to discuss progress. Shows the employee you care Gives employee a time frame Holds the employee accountable

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Page 23: Performance Appraisal Challenges

THE EMPLOYEE RESPONSE

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Page 24: Performance Appraisal Challenges

The Employee Response

Acceptance Resolution Improvement Anger Denial Defensiveness

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Page 25: Performance Appraisal Challenges

The Most important Thing You Can Do Is Listen!

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Page 26: Performance Appraisal Challenges

Show that You Are Listening

Open posture Eye contact Nodding receptively

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Page 27: Performance Appraisal Challenges

Listening Roadblocks

Advice: You should get up earlier in the morning.

Why: Why did you do that? Reassure: You’ll feel better tomorrow. Criticize: That’s what happens when you

procrastinate. Interrupt: That’s nothing! Listen to this! Related stories: I had the same thing

happen to me!27

Page 28: Performance Appraisal Challenges

Ask Open Ended Questions

What happened next? What was your reaction?

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Page 29: Performance Appraisal Challenges

Reflective listening

So you believe that if your work hours were adjusted, you would have an easier time getting to work on time?

So what you are saying is that it is difficult for you to work in our office because of the background noise?

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Page 30: Performance Appraisal Challenges

Ask “what next” questions

What have you done to resolve the problem?

What else do you think could be done?

What have others tried in similar situations that worked?

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Page 31: Performance Appraisal Challenges

THE RESISTANT EMPLOYEE

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Page 32: Performance Appraisal Challenges

The Resistant Employee

Argumentative Denial Hostile Angry

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How to Respond to the Resistant Employee

Remain calm. Focus on behavior. Broken record. Step away and reschedule. Ask for help.

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Page 34: Performance Appraisal Challenges

“It's not what I say; it's the way that I say it. It's not what I do, it's the way that I do it.”~ Mae

West

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Page 35: Performance Appraisal Challenges

Factor Yourself into the Problem

What am I doing wrong? How do I contribute to this problem?

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Page 36: Performance Appraisal Challenges

Factor Yourself into the Problem

Enabling Poor communication Lack of clarity Reactive Failure to get all the details Projection Protection

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Page 37: Performance Appraisal Challenges

Characteristics of Effective Supervisors

Took time to listen to me. Saw me as a person, not just an

employee. Cared about me personally and

helped if I had personal problems. Set a good example. Let me know I could do more than I

thought I was capable of—stretched me.

(cont)37

Page 38: Performance Appraisal Challenges

Characteristics of Effective Supervisors

(cont) Never pulled rank—rolled up his or

her sleeves and pitched in. Didn’t keep me in the dark—let me

know what was going on. Praised me for a job well done and

let me know in a straightforward manner when I didn’t do a job well.

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Page 39: Performance Appraisal Challenges

ICING ON THE CAKE

Turning a Problem Employee into a Star…

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Page 40: Performance Appraisal Challenges

Identify strengths

Thor exhibits excellent customer service skills. He takes the time to listen to each customer and to carefully explain the situation, working with the customer to find a satisfactory resolution.

The Hulk is wildly enthusiastic about TCU. He wears purple every day, attends every sporting event and volunteers to mentor students in his spare time.

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Page 41: Performance Appraisal Challenges

Put those Strengths to Work

Ask Thor to put together training on how to handle difficult customers, to mentor Hulk on improving his customer service, or to join the customer surveying team to help design follow up questionnaires.

Ask the Hulk to chair the department’s Campaign for TCU.

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