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Performance
review examples self
No one likes review time. For many,
self-appraisals are a particularly annoying part of the process. What can you
say about your own performance? How can you be honest without coming off as
arrogant, or shooting yourself in the foot?
What the Experts Say
Dick Grote, author of How to Be Good at Performance Appraisals, has a
lot to say about self-appraisals and most of it isn’t good. “I’ll admit it’s
important to get the employee’s point of
view in the process but this is the wrong way to do it,” he says.
In his view, since study after study has shown that we are horrible judges of
our own performance, any self-evaluation should focus exclusively on positives;
people should not be self-critics. Timothy Butler, a senior fellow and the
director of Career Development Programs at Harvard Business School,
agrees that self-assessments aren’t the best way to evaluate performance, but
believes they do serve a purpose: “They’re an important source of information
about what happened in the past year,” Butler
says.
No matter where you stand on their
value, self-appraisals are a staple of office life. So the question is how to
handle them. Here are some principles to help you when review time rolls
around.
Acknowledge mistakes — carefully
Of course, unless you’re the best thing that ever happened to your office,
you’re likely to have faults or have made missteps too, and you should mention
those, even if it’s only in passing. Grote again advises to put the best
possible spin on problem areas so you don’t give your boss “the noose with
which to hang you.” Butler
suggests using developmental language. “You don’t want to say, ‘Here’s where I
really fall down.’ Instead, say ‘Here’s an area I want to work on. This is what
I’ve learned. This is what we should do going forward.’”
Keep the focus on you
It can be tempting to talk about others in your appraisal — particularly if
they’re hindering your progress — but remember this is about you, not them.
“Don’t use defensive language or criticize other parties. That doesn’t move
things forward,” Butler
says. “If you’re having a significant problem with a co-worker, talk to your
manager long before the review — with the door closed, not in a written
document.”
Ask for what you need
Smart employees use self-appraisals to lobby for career development
opportunities. Even if your boss doesn’t explicitly ask for this, Butler says you should
include it anyway “because if you don’t ask, it’s not going to happen.” Be
specific. Explain the aspects of your job that most excite you and suggest ways
you can become more involved in those things. You might ask to be included in
certain brainstorming meetings or request funding to take a class on data
analytics. Just remember to make sure these requests reflect what your business
unit needs as well.
Managers: Work to improve the process
Both Butler and Grote believe there are ways for managers to make
self-appraisals more effective. Butler
would like to see managers ask more about employees’ motivations and interests
so they can create jobs that are better suited for them. He suggests asking
questions like, “Where do you think you can make your biggest contributions in
the coming year?” and “Which types of projects and activities would you like to
see more of in your day-to-day work?” Grote recommends focusing on the
positive. Maybe ask for a “good stuff list,” where employees can write down
what they’re really proud of. “That puts a very appropriate, positive view on
the process,” he says.
Case Study #1: Take it seriously and they
will too
Darin Freitag has filled out six self-appraisal forms in his time at Ryan
Associates, an employee-owned construction company based in San Francisco. The company uses a standard
form that includes a handful of questions such as, “What are your job
responsibilities and have you gone above and beyond them this year?”
Darin spends between two and four
hours filling out his form each review time. “I make sure my managers know that
I take this seriously,” he says. He knows that his immediate boss (the
company’s COO), the CFO, and the head of HR all review his form and he gears it
toward them. “This is my one time of year to push for my career growth,” Darin
says. He’s explicit about how they can help. In the past, he’s used the form to
request new responsibilities and exposure to different types of projects. But
he’s honest about his performance as well. “I know that I have characteristics
that require some comment. For example, I often get sucked into the details,”
he says. “I don’t make a big deal about it but I recognize that’s what I’m
working on.”
Case Study #2: Be honest when you can be
Two years in a row, Liz Steele*, a senior HR partner at a global non-profit,
didn’t achieve the goals she set for herself. “I was just too optimistic about
what I could accomplish,” she says. Since her self-appraisal required that she
assess her performance against those objectives, she struggled with what to do.
“Most people just talk about their accomplishments but I didn’t feel comfortable
doing that,” she says. After carefully thinking it through, she decided to list
each goal, explaining which ones she didn’t meet. She also highlighted work she
delivered that wasn’t part of her original plan. She admits that it was a risky
move: “I knew that it could backfire. In some cultures that would’ve been
equivalent to career suicide.” But she was confident in the security of her
role and knew she was well-respected by her manager and her clients. Plus she
felt her integrity mattered more. As an HR partner, Liz’s success relies on her
ability to influence others. “I can’t influence if people don’t trust me,” she
says.
Her immediate boss and the Head of
HR reviewed her self-appraisal and were surprised. “They were amused but they
also appreciated that I was willing to call myself out on my own failures,” she
explains. Her manager specifically noted on this year’s evaluation that she was
not afraid to admit her own mistakes. She knows she took a calculated risk by
being so truthful, but in this case, her honest and careful approach paid off.
Useful
materials related to performance review examples self
•
http://performanceappraisal123.com/11-methods-for-performance-review
•
http://performanceappraisal123.com/300-free-phrases-for-performance-review
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