Performance Evaluation – Improving Your Process

WRITTEN July 23, 2015 Author: Rich Atkins

Evaluating staff is crucial for setting standards and improving the organization. When a performance evaluation is carried out properly, those involved see justice served when a superstar is recognized, and the underperformer corrected.

Here are some guidelines for evaluating effectively:

 

Be Clear and Specific

Are the expectation clearly communicated to the employee throughout the year?  How?  Some of these expectations can be found in job descriptions, job training, general orientation, and reorientation.

Documentation

Have performance and conduct been observed and documented constantly and consistently all year?  Even documenting minor instances will help you to discover patterns before they get bigger.  This also ensures that the review will be fair – not based on only one event, or the most recent event. 

Intervention

Intervene when needed – counsel and warn appropriately (verbal and written – always documented).

Organize

Collect and organize all documentation before writing the review.

Performance Evaluation FormPutting Fingers to Keyboard

Write the review (at least one week prior to the performance evaluation meeting).

  • Be specific with praise and identifying performance problems.  Include dates, times, names, and specific examples of performance and conduct.
  • Describe exactly what needs to happen including specific suggestions for improvement.  Set time-measured goals to be achieved as well as additional meeting dates.
  • To avoid legal difficulties, a clearly written performance evaluation is a must!  It also increases more effective communication, the sense of team, and true accountability.

On Second Thought

Get a Proofreader to verify correctness and objectivity.  A second set of eyes will verify that you have been fair.

Friends, Romans, Countrymen…

Let the employee speak!  Discuss self- and manager evaluation (document the conversation).

Wrap It Up

Summarize the performance evaluation.  Check for understanding.

Some Resources for doing a Performance Evaluation:

     >> Ink.com provides tips for conducting a review.

     >> A sample form available from Berkeley.edu.

     >> A sample form available from TidyForm.com.


This information is from the Leadership and Management class. If you’re looking for ways to improve your communication skills, register for one of our public classes.  Click here for more information.

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