What inputs should a manager provide performance feedback on?

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If you are a manager, you get lots of inputs in regards to how your employee is performing.  Let’s do a quick review of some of these places:

  1. Direct Observation of Employee Behaviors
  2. Employee Output and Artifacts (emails, presentations, documents, code, tangible items)
  3. Peer Feedback
  4. Customer Feedback
  5. Employees’ Manager of Manager Feedback
  6. Metrics tied to employee output (customer satisfaction scores, number of items produced, number of sales made, number of contracts negotiated etc.)

Now, what does the manager do about it?  Does the manager provide performance feedback on all of these inputs?

No.

The manager should give performance feedback on only the top two – Direct Observation and Employee Output and Artifacts.

The remainder are all indirect sources of information about an employee’s performance. Let’s look at them:

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When you add something to an employee’s plate, you need to remove something from the plate

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A common practice for a manager is to ask their employee to do something for them.  We’ve seen this a lot.  One example:  The VP asks for some sort of recommendation, analysis, or revision on a strategy document that wasn’t expected before.  Now your team has to do this new thing.   It’s going to take time, effort, money.  Perhaps also teamwork, new processes, sourcing new information.  Lots of stuff.  This is one example, and I’m sure you can think of other times where your manager has said, “I need something from you. . .”

As the manager put in this situation, you agree to your VP to get this done and you decide to put your top performer Jackie on this.  Jackie is great at doing all sorts of things, and fulfilling this important request is something she can do.

So you go to Jackie and you say, “Jackie, I need to get a revised strategy document ready for the Vice President’s briefing next week. I know that you can do this.”

Jackie replies: “OK, I can do that.  I appreciate being trusted to do this.  However, I have the following things that I’m working on:

–I’m interviewing six candidates over the next three days

–I have meetings with our vendor to resolve issues with our contracts

–I need to present updates to our stakeholders on our top six projects in the next two days

–I have a deadline on creating a project plan for the project you assigned last week

–I’m filling in for Alex who is out of the office this week and next week

–I’m in the process of resolve a few issues that came in this morning from our operations team

–And I fly out early next week to meet with a potential new partner

(etc.)”

Clearly Jackie is a busy woman!  However, the manager replies, “I need you to get this done for our VP.”

Jackie replies, “OK, so what should I drop?”

Your answer: “You need to get it all done.”

Wrong answer.

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The Value of Providing Expectations: Positive reinforcement proliferates

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In my previous article, I noted how setting team expectations can help a manager identify when and how to provide corrective feedback.

There is another value to providing expectations to your team:  It allows you and your team to provide reinforcing feedback, and more of it.  Reinforcing feedback, also known as positive feedback, is much easier to give and receive than corrective feedback.  The key is to reinforce the right thing!

That’s where the expectation-setting comes in.  If the team expectations have been set, then they can be reinforced.  On the flip side, if no expectations have been set, then what gets reinforced will be generally random.  Some of good behaviors get reinforced, and some of bad behaviors get reinforced.

So if you set team expectations, then you and your team are much more likely to reinforce the desired behaviors. As previously written on this blog, the manager should be spending a good chuck of time reinforcing positive behaviors.

In the example I used in the previous article, was the manager set the following general team expectation:

The team will foster an atmosphere of sharing ideas

In this example, let’s say the team actually conducts a meeting where the various team members support each others’ ideas, and allowed everyone to provide their input.  The manager observes this and agrees that this reflects the expectation of “fostering an atmosphere of sharing ideas.”

Now the manager needs to reinforce this!  The manager can reinforce this in a few different ways.

1. Feedback to the group at the end of the meeting

At the end of the meeting the manager can say:

“This meeting reflected what we are looking for in fostering an atmosphere of ideas.  I saw people on the team asking others for their ideas, and I saw that ideas, once offered, weren’t shot down and instead were praised for being offered.  This allowed more ideas to be shared.  Thanks for doing this, and I like seeing this.”

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The value of providing expectations: Performance feedback proliferates and becomes more artful

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I’ve written several articles lately about providing expectations to your team on how to perform.  These articles describe how to increase the artfulness of providing expectations or setting expectations for behavior.  For example, the expectations should:

— reflect team input

— be set earlier rather than later

— include standards of performance where documented

–provided general guardrails of behavior

— should attempt to tie into the larger strategy

I’ve also written articles about how providing performance feedback to your team as a key management skill.  Now let’s take a look at an example of how providing expectations can help you in providing performance feedback.

1.   Performance feedback you provide happens more naturally, immediately and specifically

If you have provided expectations for how the team works together, and the guardrails of behavior are established in some form, you now have a context and standard of performance to start any performance feedback discussion when you see the need for someone to change what they are doing.  Let’s take a look at a performance feedback example:

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The art of providing expectations: If there are established performance criteria, then make them known!

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The Manager by Design blog seeks to provide great people and team management tips.  An important skill that managers need to have is the act of providing expectations for how the team and individuals operate.  In a previous post, I provided examples of providing expectations to your team.  It today’s post, I start a series of tips on how to better improve how managers provide expectations to their employees.  I call it the art of providing expectations.

We’ll start with the basics:  If there is a specific, established performance standard for something your staff must do, then make this known. 

Here’s what I’m talking about.  Let’s say that there are basic items that your staff must do and to a standard of quality that your staff must perform on an ongoing basis.  You need to provide expectations for how these tasks are done and to what level of quality.  Of course this is done all the time in many organizations, but there are many orgs that newly formed, fast growing, or simply disorganized enough where this has yet to be done.  Let’s look at some examples of these:

In an IT department, it could be requirements gathering, and the document that is produced in the process.

In a strategy development group, the development process of the strategy (i.e., who needs to be discussed with and approval process), and the actual strategy document.

In a business development group, the core elements of a contract that must be performed and following the process for getting them processed. 

Other basic expectations of behavior could be the following:  When to show up for work (if this is important in your org), response time to inquiries from customers, when status updates are due, to whom, and in what format. 

So many things. . .  The common denominator for these “basic tasks” are that they are ongoing, repeatable, and proven that they can be performed by the average performer on your staff. 

1.      Identify what the basic things you expect anyone on your staff to do.

So think about the things on your staff that you expect them to do that are ongoing, repeatable, and proven to be able to be done.   Now, is this documented anywhere?  Or is there an implicit understanding that these things are performed?  If you haven’t made this clear to your staff that these things are done on an ongoing basis, now is the time to start.

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Basic skill for a manager: Reinforce what was trained in training

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In my previous post, I make the case that the manager is the most high impact trainer in any organization.  The manager has the ability to subvert anything that was trained merely through one comment or gesture.

But what about the opposite?  What if the manager reinforces what was covered in training? What happens then?

The answer: The employee performs according to the training.

Let’s assume, for now, that the training actually has something valuable in it.  That the people who created the training did the research, know what the proper performance ought to be, and trained a great class designed to help employees on the job. 

The employee leaves the training and now has to apply it to the work environment.

Here are the things that the manager can do to reinforce the training:

1. Ask the employee what he learned in training

How often has this happened?  Not enough!  If an employee goes to a training class, industry conference, safety briefing, or any other “learning”, this should be the first course of action.  It is unlikely that the manager attends all of the training that the employees attend, so now the employee has to share the content with the manager.  It’s the manager’s job to listen.

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Managers should provide focus on what’s going right and reward those behaviors

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In the last few articles, I’ve been discussing managers’ too-frequent negative reactions to problems.  The “red” stuff on a scorecard, for example.  They will act surprised and/or angry.  As I pointed out, this is not the manager’s job to act surprised and angry when problems arise.

But let’s say that the problems aren’t the most important thing – maybe the more important thing has a status of “green” on a report or scorecard.   If you ignore the stuff that is going well, you are missing opportunities to be a great manager.

The green stuff – things that are not problems – these should be reinforced positively.  Rather than focus on the stuff needing improvement, talk about what is going well. Discuss specifically what it was that the employees did to earn that green status.  Identify the actions taken, and call out why this is a good thing.

1. You’ll discover who is doing well and why

You may discover in this conversation that people on your team did many things that prevented problems in the first place.  You may learn methods that could be used elsewhere on your team.

You may identify high performers who create “green status” without any drama.  Many managers descend into a dynamic where they are close to only those who are reacting to problems – the firefighters – at the detriment of those who prevented the fires from starting in the first place.

Focusing on the green items on the status report is a chance surface the people on your team who get the work done right the first time.  They are the ones who try to prevent drama rather than create drama.

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What to do when you see a status or metric as “Red”

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In my previous article, I identified how a manager’s subtle actions can turn into not-so-subtle disasters. The subtle action is reacting negatively to “red” on a status report.  The reaction is that employee will hide the “bad news” from you.  Bad management and bad results ensue.

So let’s talk about how a manager can think through why seeing “red” on a status report (or receiving any other bad news) should not be responded to with anger, yelling or “just solve it.”  We know that this creates a vicious cycle, so let’s identify some things that a manager should consider and say before sending marching orders to solve the problem.

1. It is entirely appropriate that there be items that are “red.”

Consider the following reasons:

The “red” item may be the de-prioritized item.

The “red” item is a new item and is being worked on to get to the point of “green.”

The “red” item, if it is on a scorecard, may be something with very low numbers, significance or sample size, and the “red” status isn’t as significant as others.

The “red” item may be the item that is calibrated to be in the worst shape of all the items, thus earning the status of red.  That is, as the lowest scoring metric, it is by definition the worst, and is therefore red.

In other words, it is inevitable and desirable that there be “red” items.

Instead of getting mad, the appropriate response to these scenarios is to determine the significance and priority of the “red” items.  Ask whether these “red” items are the high priority items.

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Managers behaving badly: Training the team not to report bad news

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In my previous article, I discussed how it is important that a manager not act surprised – even when the manager is surprised.  In many ways, this is the essence of a good manager – someone who manages the situation, even when the situation presents surprising results.

So here’s another place where you don’t want act surprised:  When you see the status of something (whatever it is) reported as “Red” or “down” or “Needs improvement.”

Perhaps you are familiar with what I’m talking about: Many organizations have a structure where they are required to present status or metrics to the management team.  On the report there is an indicator as to whether something is “Green”, “Yellow” or “Red”, or whatever the scale is (On track/off track, perhaps).

It has been observed that many managers seem to bristle, panic, obsess, get angry at, or demand action when they see the dreaded “red” on the status report.  Or you may have observed a manager saying, “I don’t like to see that red on the status report.”  Have you ever experienced this?

This is an example of a manager managing from a deficit – and creating a deficit that is much deeper every day.  It is an indicator that your manager is trying to take short cuts, and identify ways to solve problems without solving problems.  This starts a vicious cycle.

Here are some consequences of this behavior of reacting surprised or negatively whenever there is something that is listed as “red”:

1. You train your employees not to show “red”, and they will cease to provide you any bad news

If a manager reacts negatively or acts surprised when there is any hint of “bad” news, the manager immediately and swiftly trains the employees never to share bad news.  They may resist this training and continue to give the manager bad news.  But should the manager repeat this training, the employees will successfully hide from you anything that could be bad.  Problem solved!  Everything will be green now.

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If you’re the manager, it’s your job not to act surprised

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A lot of things go wrong in business and at work.  One thing that shouldn’t go wrong is the manager being the one who is surprised when things go bad.  In fact, it is the specific job of the manager NOT to be the one who is surprised when things go wrong.

Have you ever had a manager who yells, “What happened?”  “How could that have happened!”  Then the manager gets mad at whoever could be responsible, or perhaps mad at the messenger, “I can’t believe you did this!” “What kind of incompetent crap is going on here?” “Go fix it and don’t come back until it is!” “How come this project line item has status of red?!!”

Ah, these are symptoms of a manager who acts surprised when something goes bad.  So much to say on this topic!  I’ll start with this:  It’s the manager’s job NOT to be surprised.

The manager is supposedly the one with the greatest visibility of the work environment and output, who understands the best who is on the team, and what the team ought to be working on.  The manager is the one who should know the approximate quality of the team output and what aspects of it can be better.

It is the manager’s role to know the risks of the work activity and where it could go bad.  When a bad event from one of these risks manifests — whether it was a known risk or an unknown risk — it is still the manager’s job to know that this kind of stuff does happen.

When the manager is surprised by events, this is a clear indicator that the manager is managing from a deficit.  In my discussion of managing from a deficit in previous articles, the manager attempts to take short cuts to managing, thereby announcing to the team that he is no manager.  He is, instead, someone who was given the role of the manager, but is not performing the role of the manager.

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