Getting Started with Performance Appraisals Part 2

Here are some things to think about, before you carry out your annual staff appraisals, to make them less daunting and more effective. We’ll go into more details on these tips and what to actually in the appraisal meeting, at our forthcoming workshop on 11 September 2013.

Prepare. A good appraisal form will provide a natural order for proceedings, so use one. If you don’t have a standard appraisal form then find one online – there are plenty of templates available. Organize your paperwork to reflect the order of the appraisal and write down the sequence of items to be covered. If the appraisal form includes a self assessment section and/or feedback section, make sure you give this to each member of staff in plenty of time, allowing them to complete it before the meeting.

Part of your preparation should also consider ‘whole-person’ development, beyond and outside the job skill-set. Many people are not particularly interested in job skills training, but will be interested and motivated by other learning and development experiences. Get to know what your people are good at outside of their work. Appraisals are not just about job performance and job skills training. Appraisals should focus on helping the ‘whole person’ to grow and attain fulfilment.

Inform. Let your staff know when and where their appraisal will be held. Give them the chance to assemble any data and relevant performance and achievement records they need.

Venue. Plan a suitable venue that’s private and free from interruptions. Privacy is absolutely essential.

Layout.  Room layout and seating are important elements as they have huge influence on atmosphere and mood. Irrespective of content, the atmosphere and mood must be relaxed and informal. Remove barriers – don’t sit across the desk from your staff member; use a meeting table or easy chairs and sit at an angle to each other.

Introduction. Relax your member of staff by opening with a positive statement. Smile, be warm and friendly to create a calm and non-threatening atmosphere. Set the scene by explaining what will happen and encourage a discussion and as much input as possible from them

When you spend some time thinking about how you’ll carry out your annual appraisals, they’ll be much more effective for both you and your members of staff.

For more information, come to our workshop on 11 September 2013 for just  £12 +VAT. Click here for the details and online booking.

What Do Employees Want from Appraisals?

Many people have had bad experiences of appraisals, so many employers don’t enjoy carrying them out. However, for your business and your staff to progress, some form of regular appraisal is essential.

If you put yourself in the shoes of your members of staff, you can both get more from your time together. There are five things that your employees need to know at their appraisal:

  • Tell me what’s expected of me – talk to me about goals and expectations so that I can work towards them.
  • Give me the opportunity to perform – give me the chance to take responsibility and let me show you how good I am.
  • Tell me how I’m getting on – if you like what I’m doing, tell me; if you’re concerned about my progress, I need to know that too.
  • Give me support guidance and development – help me to grow and develop by giving me what I need to reach my goals.
  • Recognise my contribution – say thank you to show that you’re grateful for all the hard work I put in.

When you can meet these five needs, you’ll be able to carry out a much more effective appraisal, both for you and your employees. On 11 September I’m running a short workshop to help you carry them out even more smoothly. To book your place online, click here.

Setting Objectives for Your Staff

Setting objectives for your members of staff to reach is a great way to stretch them and to help them to grow and develop their careers. Encouraging them to achieve more is also great for your business. But what’s the best way to set objectives? Should they really be SMART? How do you find a suitable objective for someone who does the same thing every day or has worked for you for 20 years and needs to carry on doing the same? Do you treat new employees the same as long serving ones the same?

What is a work objective? It is a mutually understood agreement about a specific work outcome that a staff member is expected to achieve by a certain deadline. It is not a list of all the activities that member of staff should carry out.

Why set work objectives? Setting objectives allows your employees to understand exactly where their role fits within your company and what their responsibilities are. It helps them gain a better understanding of the value and contributions they bring to the company. Objectives focus on outcomes rather than activities and allow both staff and employer to measure success.

What is the right mix of goals? There are a number of different types of objectives that you can set and you need the right combination for each member of your team.

  • Essence of the job objectives – ones that clearly define tasks that are required to complete the job. These objectives should be very personalised to each individual position and employee. For a long term member of staff, these objectives may remain the same over time.
  • Project objectives – ones that your employee should pursue with a clearly defined beginning and end. New members of staff may need shorter projects when they first join the company.
  • Professional development objectives – what an employee will learn in the next six months or a year that will help their professional growth. It’s important to think beyond skill improvement and consider objectives that develop each employee and help your organization as a whole. New members of staff may meet development objectives quickly; more established members of your team may need more encouragement to think about their growth and development, if they do the same work every day over time.
  • Performance objectives – very basic, but what time your employees should start work, what they wear and how they should behave. New employees may need these goals specifically outlined when they start working for you.

Once you’ve set objectives with each member of your team, you’ll need to review them regularly, when you carry out formal appraisals or less formal ‘job chats’. Work with all your employees and you’ll be able to develop them and your company.

Want to know more about Appraisals? Come to the workshop I’m running on 11 September 2013. To book your place online, click here.

Dealing with Gross Misconduct – How do You do it?

Gross misconduct is behaviour so bad that it destroys the relationship between you and your employee and it usually results in dismissal. But what exactly can be considered gross misconduct? It’s important to know, so that you can avoid unfair dismissal claims.

Here’s how to identify and manage gross misconduct.

What is gross misconduct?

Gross misconduct is a serious breach of contract and includes any misconduct which, in your opinion, causes serious damage to your business, or irreparably breaks down trust and relationships.

There is no exhaustive list, but it can include theft, physical violence, bullying, damage to property, accessing pornographic sites, damaging your firm’s reputation, inability to work due to alcohol or drugs, breaching health and safety rules, failing to obey instructions, or serious neglect of duty. Repeated minor misconduct, such as being late to work, is not gross misconduct, although it can lead to dismissal after previous unexpired warnings.

Should my staff handbook include examples of gross misconduct?
Include a list of examples of what usually counts as gross misconduct, but state that it is non-exhaustive as you cannot provide for every eventuality. Each case should be looked at individually and consideration should be given to all the circumstances.

What procedure should I go through if someone has committed gross misconduct? When disciplining an employee you should follow your own disciplinary procedure and the Acas Code of Practice. If you don’t follow the Code it may render a dismissal unfair and could increase the amount of compensation an employment tribunal awards against you.

If you believe an employee has committed gross misconduct, you may need to suspend them to allow a full investigation to take place. This won’t be necessary in all cases, but it will usually be appropriate in cases of serious misconduct. If an employee is suspended it should be on full pay.

Carry out a fair and balanced investigation. At the end of it you may decide that no further action is necessary. However, if matters are to be taken further the employee should be invited to a disciplinary hearing where they will be given the opportunity to state their case and respond to the allegations against them. The hearing should then be adjourned for you to make your decision. You should notify the employee of your decision in writing and inform them of their right of appeal.

How can I decide if something counts as gross misconduct or not?  
If you’re unsure, get legal advice. In any case, if an incident is not obviously gross misconduct, it’s always better to go for the lesser sanction than to dismiss someone as such a dismissal may be held unfair. The current maximum compensation for unfair dismissal is £74,200.

If you need any more advice about identifying or dealing with gross misconduct, please do get in touch, to make sure you can avoid and tricky situations.

Happy Staff are Healthy Staff

Well being and staff engagement are very closely linked. When your staff are happy and engaged with their work, they will be less stressed and therefore healthier. When your staff are less stressed and healthier, they will find it easier to be engaged with their work. And engaged, happy staff are far productive than unhappy staff.

Employee well being is about being healthy, self confident, having emotional resilience, having a sense of purpose, an active open mind and a supportive network of relationships.

When you can look after the physical and emotional well being of your staff, and pay attention their personal development and their values, your business will benefit, as this diagram shows.

 

Source: ‘What’s happening with well-being at work?’ CIPD May 2007

So look after your staff and you will see your business prosper!

How do you make sure your staff are happy and healthy?

What is Motivation and How Can You Improve it in Your Staff?

Motivation determines how your employees choose to allocate their energy – where they put their focus. When they’re at work, you want them to put their focus and energy onto what they’re doing and onto your business.

Motivation is affected by a number of factors, including:

  • Being treated with fairness and respect
  • Getting pride and fulfilment from their work
  • Feeling that they and their work are valued
  • Confidence in the direction in which the organisation is going.

How does motivation work? There are five components, as shown in this diagram.

 

Source: XpertHR 17 November 2010

Your actions create results; these results are evaluated by other people; outcomes occur as a result of those evaluations; your needs will either be satisfied or not by those outcomes. Positive evaluations or outcomes can lead to needs being satisfied and increased motivation!

So what can you do as a manager, to improve motivation in your team?

Think about your answers to these questions:

  1. Do you treat employees with fairness and respect?
  2. Do you know what motivates the different members of your team?
  3. Do you use this information to play to their strengths and keep motivation up?
  4. Are your team meetings a two way process?
  5. Do you allow the sharing of ideas from members of your team?
  6. Do you share achievements of the company and of individuals?

How many of those questions did you answer No to? If it was more than three then you might have a problem with motivation – or you might see one emerging soon!

Top Ten Issues Affecting Employee Engagement

According to a survey carried out by XpertHR in 2011, the top ten issues that affect employee engagement are:

  1. Pay
  2. Quality of line management
  3. Job security
  4. Leadership visibility and confidence
  5. Relationship with manager
  6. Working culture
  7. Internal communications
  8. Organisational change
  9. Workload
  10. Job satisfaction

I’m not sure if these are ranked in any particular order, or the size of the companies that took part in the survey, but the list makes interesting reading.

If you ask your staff how happy they are at work and what is stopping them from being fully engaged, would they list any of these issues? How many of them?

The good news is that you can do something about all these issues – whether you think they’re a problem or not. Work through the list and make sure you’re doing all you can for your employees – giving them top quality line management, strong leadership and effective internal communication. Employee engagement, or keeping your staff happy and motivated, is not just about giving them a pay rise!

You can find out even more about the best way to keep your employees engaged – and thus how to grow your business and your profitability – at my next workshop on 17 April 2013 in Reading. It costs just £20 +VAT and places are limited, so click here to book your place.

Employee Engagement – How Do You Get the Best from Your Staff?

Employee engagement is about making sure your employees are happy at work, so that you can get the most out of them, while they’re at work.

Managers and employers need to remember that not everyone goes to work just to earn money. They go for lots of other reasons. It may be that they have to work and they just need a job, but you should also look to see if your people want more from their employment than that. If employees are engaged in their jobs we know that they’re much more productive, that they’ll do much more for your business, and they’re much more likely to stay with your company and help to develop your business – including your profitability. Studies have shown this!

What do people value at work? They’re the same things that we value in everyday life, such as:
–    Being treated fairly and with respect
–    Being told when we’ve done well and if necessary, when we’ve done badly
–    Wanting to work with people who are good managers and who are successful.

These are key parts to feeling part of an organisation and are what make people willing and able to go the extra mile. If you’re a business owner, you want your staff to think about your business in the same way that you do. This doesn’t just happen – it needs work.

How do you do it? You need to look hard at what you offer your employees so that you can get the best out of them. They need to understand clearly what part their role plays within the organisation – how they fit in and why they’re important to the success of the business.

Good leadership and guidance will motivate your staff to go the extra mile for you. Give them opportunities to improve and develop. Don’t think that training in too expensive or that someone will leave once they’ve had some training and developed new skills. Look for ways of developing your staff with on the job training to give them as sense of achievement.

How else can you motivate your employees to be better? Find out more at the workshop I’m running on 17 April 2013 in Reading. The half day session costs just £10 +VAT (or £15 +VAT if you’re not an FSB member) and you can book online by clicking here. Buffet lunch included!