Category Archives: Appraisals

Getting Started with Performance Appraisals

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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.

Should You Bother with Appraisals

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Should You Bother with Appraisals

Why should you bother with appraisals? Because you don’t know if you don’t ask.

Essentially a conversation, appraisals are a very useful conversation when you want to get the best out of your employees and see your business grow. Useful for finding out information and giving feedback, appraisals are also a great opportunity for employees to reflect on their goals, objectives and contributions. Well conducted appraisals result in a better understanding of your team, allow positive changes and increase morale.

What you can find out from an appraisal:

  • There may be expertise or knowledge within your team that you didn’t know about
  • Some employees may feel dissatisfied with their role or may be struggling with their work
  • You may find some gaps in the knowledge of your employees
  • Maybe they are really happy and performing well!

What do you do with this information?

This knowledge allows you to sort out problems and make sure individual employees are the right people for the right roles. If someone is more suited to a different role, re-structuring will make a more effective use of the people you have.

You can organise training that is required to increase efficiency and encourage staff to share expertise with their colleagues.

When misunderstandings and communication problems surface, you can organise regular team meetings to keep everyone in the loop.

Getting your employees’ views allows you to find out what they need and gives them a sense of being in control of their job. Without talking to the people you work with you remain oblivious to problems that may be hindering productivity, motivation and ultimately the success of your business.

What can you tell your employees?

An appraisal is your chance to say “well done” or ask the questions to find out why an individual is not be performing at their best. Money is not always the best way to reward people for good work; recognition is extremely motivational. Appreciation and praise encourages loyalty and focus. Individuals who have received positive feedback about their work are more likely to give 110%.

So why bother?

Because regular appraisals make sure your team remains highly motivated and satisfied at work which ultimately increases productivity, reduces absenteeism and staff turnover. Carried out professionally and sensitively, they are an essential component of success in business.

To find out about how to carry out effective appraisals, book you place on the workshop I’m running in Henley on Thames on 11 September 2013. Click here to book your place online for just £12 +VAT.

What Do Employees Want from Appraisals?

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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.

Legal HR Update July 2013

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In June 2013 a number of changes were made to employment law. Here’s a summary of what you need to know.

1. Qualifying period for unfair dismissal claims over political opinions removed

From 25 June 2013, the two year qualifying period for unfair dismissal claims does not apply where the alleged reason for dismissal is, or relates to, the employee’s political opinions or affiliations.

This means that any member of staff who thinks they have been unfairly dismissed due to their political beliefs does not have to have worked for you for at least two years before they can make such a claim.

2. Public interest disclosures no longer required to be in good faith

From 25 June 2013, a disclosure is not protected unless it is, in the reasonable belief of the worker making the disclosure, ‘in the public interest’. Accordingly, an employee who ‘blows the whistle’ about breaches to his or her own employment contract will not normally be protected. The requirement that a protected disclosure must be made in good faith was removed on the same date.

3. Update Service launched by Disclosure and Barring Service (DBS)

From 17 June 2013, the DBS Update Service allows employers to check the status of criminal record checks online.

This means that you can look up the records of potential employees and current employees too.

If you need to talk about any of these changes in more detail, if you think they affect you, give me a call on 0118 940 3032.

Setting Objectives for Your Staff

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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.

Poor Performance – Can You Prove It?

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Sometimes as a manager you need to deliver bad news or negative feedback to a member of your staff. You might need to pick them up on an issue of performance that you’re not happy with, or where they are not meeting your standards.

This is not a comfortable thing to do. You need to be quite assertive about it, to be taken seriously – and so that your member of staff doesn’t just argue with you! To help you discuss the issue in the right way, you need evidence of the poor performance. You have to be able to show your team member what they’ve been doing wrong or below standard. Just telling them that they’re not doing what you want them to do, won’t have any impact, if you can’t prove it.

So you need to collect the evidence, so your team member can really understand what they’ve done wrong and how you want them to change. It’s not about collecting evidence just to use against someone – you really need it in order to get the message across and to make a difference.

Is one of your team repeatedly late coming into work? If so, you need a recording system that shows them when they came it late and how often it happens. If your staff clock in and out every day, you have your system. If not, you need to look for another way of recording the time.

Does a member of your staff keep making errors in their work? How many times have they made a mistake and what was the result of it? Again, you need to create a way of recording the error rate and the consequences.

When you can show the proof of poor performance, it is much easier to discuss the issue with the particular member of staff and, between you, work out what needs to be done in order to improve their performance.

We discussed the importance of collecting evidence at one of my interactive workshops. Click here to watch the short video and find out more.

How do you collect evidence of performance issues in your business?

Scrooge’s Guide to Presents

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In case you missed my December email newsletter, here’s a catch up for you!

The start of a new year is the time when some businesses think about how best to reward their staff for their hard work over the last 12 months. Instead of a one-off ‘thank you’, what about putting a more ongoing, sustainable rewards scheme in place?

Here’s the story of how one Dickensian employer got it right!

Ebenezer Scrooge loved Christmas! He really enjoyed giving his staff time off, to spend with their families over Christmas. He encouraged them to go Christmas shopping and to send cards to all their friends.

Mr Scrooge even loved giving presents to his staff. But he often struggled to find the best gift for each person. So one year, had a great idea. Instead of buying each member of his team a gift at Christmas, Mr Scrooge decided to set up a reward system for all his staff, which would run all through the year, rewarding them on an ongoing basis for their hard work.

Here’s what Ebenezer Scrooge did to create the best Christmas present that lasts for 12 months:

  1. He put a structure in place – just a simple one to begin with
  2. He took the time to identify the things that were really important to his staff – including non-financial benefits – and incorporated them into his strategy
  3. He invested in making his company an interesting and fulfilling place to work. This helped him to attract great people and helped keep overall pay costs down
  4. He created a scheme that was simple to understand, so that his line managers didn’t struggle to explain it. They were key to making his reward structure a success
  5. He didn’t assume that it was just about pay. According to research that Mr Scrooge read, some executives would consider a pay cut of up to 35% in order to get their ideal job.
  6. Then he reviewed the scheme and the effect it had on his staff throughout the year, to make sure he was still getting it right
  7. And finally he enjoyed spreading Christmas cheer amongst his staff all year long and they loved working for him!

 

Think about how you can engage your staff beyond Christmas by setting up a reward scheme this year.

The Beginner’s Guide to Management

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If you’re new to managing people, or you’ve been doing it for a while without much formal training, then the next workshop I’m running will be ideal for you.

Here are a few of the things you need to do as a manager:

  • Learn the principles of team building and how to get the best out of your team members
  • Understand the behaviours of different personality types and how people work together
  • Find out how to motivate and develop people
  • Practice the art of delegation
  • Learn the best practice for managing performance
  • Carry out a successful appraisal meeting
  • Learn how to give useful feedback
  • Be prepared for “that difficult conversation.”

When you can do all this, you’ll be a great manager, with a really productive team!

If all this sounds rather daunting, don’t worry. I’m running a workshop that will cover all this and more. It will give you the management skills you need and refresh and update the skills you already have.

The two day workshop will be held on 28 January and 11 February 2014 at Wargrave Cricket Pavilion, RG10 8BG. Places are limited, so click here to book your place.

Getting the Best from Your Staff – Some Ideas from our Latest Workshop

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At the end of November 2012 we ran another of our very popular workshops, where we focused on how to get the best from your staff. After a short talk on issues to be considered, we opened up the floor to the delegates, to give them a chance to ask specific questions about their businesses and their staff.

Here are some of the topics that came up in the discussions, along with some of the solutions that were proposed.

Top tips for getting the best from your staff:

  • Appraisals are very effective for learning where your members of staff are at with their jobs. It gives you both a chance to talk about what’s expected and how people are performing against those expectations. Not carrying out regular appraisals can allow small issues to grow into major problems, if they’re not dealt with promptly.
  • Job Chats are a more informal way of talking to members of staff about how things are going. You might have a job chat over a cup of coffee rather than in a meeting or with agenda. You can do them more frequently than appraisals and they are a great way of picking up small issues that need to be discussed.
  • There are many ways of rewarding your staff that don’t involve money. Reward them by making them feel part of your business; if they can see how they have an influence on the growth of the business, they will get a great sense of achievement and feel important and needed.

And here are some of the topics we discussed:

Question: “One of my staff members works hard during office hours and takes work home, so we don’t mind if he’s a bit late in the morning. Another member of staff doesn’t seem to work as hard and is checked when he’s late. He’s complained about this. What can I do to keep both of them happy and working hard?”

Answer: “Talk to the second staff member to explain why you’re more flexible with his colleague. He may not be aware how hard his colleague is working or that he takes work home with him.”

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An idea: “We introduced an efficiency percentage report for our staff, based on the speed of finishing a project, completing it properly and the size of the project. The report is great for showing who is doing what within the business. Some staff didn’t like the idea when we introduced it, until we realised that they’re the ones who aren’t very busy. They’re finishing a project and not letting me know that they need more work to be getting on with! Now we know who is working efficiently, we can work on improving that across the whole business.”

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An issue: “A couple of members of staff asked me if they could work late and do some overtime and I agreed. I’m not often in the office and at the end of the first week, my general manager asked why they were working late. When I explained, he told me that these two members of staff were always late in the morning! Did they ask me instead of their manager because they knew what I’d say?”

A solution: Make sure you’re clear about what you agree with your staff and find out why they want to change their hours. Consider all the angles and speak to their managers before making a decision.

We’ll be running another workshop in the spring which you can attend if you have any issues to discuss. If you have anything you need help with now, please do get in touch by calling 0118 940 3032 or emailing sueferguson@optionshr.co.uk.

How to Be a Great Boss

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It can be tough at the top. Here are some top tips to improve your personal success as well as the success of the people working for you.

  • Lead by example. Provide guidance and support and set the benchmark for team cohesiveness and performance.
  • Understand yourself and work on bettering yourself. What are the things you do well and what can you improve? How effective is your management style? By investing time in developing your individual skills you will drive your business forward and reap the rewards in terms of how successfully you lead your team.
  • Be a good all-rounder and play to all your strengths. Technical skills are important but so are soft skills such as people management skills. Do not neglect one in favour of the other.
  • Learn to delegate effectively. You can’t do it all! By relinquishing responsibility to others you are not only ensuring that your efforts are always directed to best effect but also that the people around you feel empowered to make decisions and improve the business.
  • Build a team that can work without you. A team that falls apart when you are on leave or away from the office is not good business.
  • Maintain boundaries: Whilst it is good to develop a good personal relationship with your colleagues, you must establish appropriate boundaries. This will be important during times when you have to make tough decisions that may not always be welcome by others.

What do you do to make sure that you’re a good boss? Share your tips (or mistakes!) with us by leaving a comment here.