Conduct your OWN performance Review

“I think self-awareness is probably the most important thing towards being a champion.”
~Billie Jean King~

Client Clara asks: I always get so nervous before my annual performance review. How can I calm my nerves and make sure it goes as well as possible?

Coach Joel answers: Performance reviews can be daunting, but being proactive about the process will make it a motivating ritual that you look forward to. By conducting a review of your own performance before you meet with your boss, you’ll have thoughtful answers to all your boss’s questions. Here’s your guide on how to do that.

Frequency

Your boss might conduct performance reviews once a year, every six months, or on a quarterly basis. Forty-eight percent of employees are reviewed annually, and 26% are reviewed less than once a year, says Gallup. More frequent reviews are optimal, allowing you to recollect more of what happened during the review period.

Aim to conduct your own performance review on a quarterly basis. Even if your boss only conducts reviews once a year, you’ll have detailed notes from each quarter to use in preparing for your annual review.

Purpose

According to Gallup’s research, good performance reviews are “achievement-oriented, fair and accurate, and developmental.” Gallup suggests calling them “progress reviews” to emphasize these areas of focus.

In other words, they should be less about a grade and instead focused on utilizing the performance review process to continue developing your skills.

Elements

  1. Evaluating fulfillment of the role
    • Look at the description of your role. Then ask yourself how well you’re fulfilling each of your primary responsibilities.
    • Ask yourself if the expectations are fair, and if you have adequate time and resources to fulfill the role, advises Gallup. If not, determine what changes are necessary.
  2. Reviewing your past goals
    • Look at the work performance goals you set for the period you’re reviewing. Where did you achieve them, and where did you fall short?
    • Analyze what went wrong when your efforts didn’t succeed.
      Make a list of the areas you want to strengthen.
  3. Acknowledging successes
    • List and share your achievements, both concrete and less tangible.
    • Have you developed any new skills, even if you haven’t put them to extensive use yet? Be sure to add them to your list, so you can make them known to your boss.
  4. Examining your leveraging of success
    • Ask yourself how you leveraged your successes, advises Sharon Armstrong in The Essential Performance Review Handbook. Have you effectively used them to boost your visibility and influence?
    • Consider where you could leverage successes better in the future.
    • Create a visibility plan outlining how you’ll do that.
  5. Setting goals
    • Now it’s time to set new goals for the next period. Make sure your goals are SMART—“strategic and specific, measurable, attainable, results-based, and time-bound”—emphasize Anne Conzemius and Jan O’Neill in The Power of SMART Goals.
    • Consider what actions you’ll need to take to reach your goals. For example, if you want a promotion, look at options in your company and prepare a compelling argument for why you should get one.
  6. Developing ideas
    • Write up specific proposals for ideas you wish to pursue, suggests Armstrong. Generate ideas that will challenge you and emphasize the skills you want to highlight.
    • If you have ideas for how the department or company could improve, write them down as well.
  7. Evaluating salary
    • Research the typical salary in your geographical area for someone in your role. Factor in your level of experience as well. This will help with your salary negotiation.
    • Ask yourself if you’re earning what you should be, and if not, what type of pay raise you should ask for.

By conducting a review of your own performance, you’ll feel energized and inspired at performance review time. Plus, you’ll come across as far more articulate, insightful, and capable during your meeting with your boss. And in turn, you’ll make better use of that meeting, coming equipped with questions to ask and polished ideas to present.

Hire leadership coach Joel Garfinkle for more advice on preparing for career advancement.

Personal Branding at Work

“An image is not simply a trademark, a design, a slogan or an easily remembered picture. It is a studiously crafted personality profile of an individual, institution, corporation, product or service.”
~Daniel J. Boorstin~

Stella went out for drinks with a few coworkers after work. Over their conversation, she realized they had no clue what she did or what value she contributed. If she was that invisible to colleagues, she knew she must be invisible to leaders as well. She hopped on the phone with me to discuss how she could revamp her image at work.

Individuals, like companies, have a brand, I told Stella. Those who are proactive at shaping their own brand identity are more likely to be recognized and to get ahead in the workplace.

I then asked her to complete a simple exercise that I recommend to my clients. If you’re working to hone your personal branding at work, complete this exercise yourself:

List the three adjectives that best describe how you’re perceived by others at work.

1) _______________________
2) _______________________
3) _______________________

Next, pick three adjectives that you would like others—especially your boss and key decision-makers—to use to describe you.

1) _______________________
2) _______________________
3) _______________________

Now, here’s the tricky part (but it can be fun, too):

Develop specific, actionable strategies to move your brand identity from list #1 to list #2. This might involve training opportunities, volunteering for special assignments, or even changing your body language or how you dress. Make sure the appearance you project reflects the image you want to create.

1)_______________________
2)_______________________
3)_______________________

For example, if one of your desired brand attributes is “creative,” look for opportunities to showcase your creativity at work. Then grow your personal brand by pitching an inventive new project or consistently offering your creativity in group efforts. Prepare to advocate for your ideas by explaining what they offer to the company—brainstorm on this with someone you trust first if need be.
Finding ways to add value to others’ projects in order to highlight your desired brand attributes is another way to make sure they take notice. Meet with them to discuss what they’re doing, and then make a pitch about how you can help.

As a publishing editor at a magazine, Stella wanted others to perceive her as savvy about bringing in the best talent. Innovation and ability to thrive under pressure were the other two key attributes she most wanted to play up. Currently, she believed others perceived her as highly accurate and organized, along with having strong communication skills—certainly all important qualities in an editor, but, well, pretty boring on their own.

Stella decided to pitch a special issue on a controversial topic, along with a design idea they’d never tried before. Her team loved it, and they hit a new record for copies sold. By revamping her image, Stella increased the success of the whole company.

Reaching out to influencers in your organization can help you make the most of such victories. According to a recent Nielsen survey, the opinions of people we trust are what influence us most when it comes to branding. Use this to your advantage with personal branding. Shifting how you’re perceived by a few key people with strong credibility can turn the tide for your career. Stella’s victory was so visible that leaders couldn’t help but notice, but you might need to make a call, send an email, or drop by an office to share what you’ve accomplished.

Crafting your own distinctive brand won’t happen overnight. But your personal branding strategy will work in due time, if you’re persistent. When you take your “brand manager” role seriously, you’ll be surprised at the difference you can make in achieving your career goals.

Contact Joel, as your leadership coach, to help craft your own distinctive brand.

Toot Your Own Horn

“If you don’t toot your own horn, don’t complain that there’s no music.”
~Guy Kawasaki~

Janet Asks: I feel like my accomplishments go unnoticed at work and I’m not comfortable bringing them up. I want others to see my strengths and achievements, but I don’t want to come across as bragging. What should I do?

Joel Answers: No one wants to sound like they’re bragging about their own accomplishments. You want to be noticed, but not for being egotistical. However, there are plenty of ways to toot your own horn in a way that people admire and respect.

  1. Figure out what makes you interesting
    Think about what makes you stand out at work. Do you have any hobbies most people don’t know about at work? Have you overcome any major challenges to get where you are? Figure out what aspects of your life make good stories. Sprinkle these tidbits of information into conversations at work, so coworkers see a richer picture of you.
  2. Create a compelling hook
    Prepare how you’ll introduce yourself to new people. How can you summarize yourself in a sentence or two in a way that leaves others eager to hear more about what you do? When they have to coax more details out of you, no one will perceive you as bragging. However, don’t be too shy about opening up—when they ask, tell them more.
  3. Speak about recent accomplishments
    When others ask what you’re doing at work these days, it’s the perfect opportunity to toot your own horn. Be prepared for those moments by mentally reviewing your latest accomplishments and current projects. Focusing on the work (rather than speaking directly about your strengths) will help you relax and start gushing about your achievements.
  4. Talk about your team
    If you’re a manager, gushing about your team’s accomplishments shows you’re a great leader. Having pride in your team is a virtue for any leader. You won’t feel as self-conscious while focusing on them, though you’re actually speaking to your own leadership skills.
  5. Announce successes to organizational leaders
    When you announce your successes to your boss or other leaders, no one will perceive it as bragging. They want and need to know what you’ve accomplished. In fact, it would be unprofessional not to tell them. Drop by your boss’s office; send higher-level leaders an email or give them a call, if the accomplishment seems important enough to announce to them.
  6. Believe in the importance of your role
    When you truly believe in the positive impact you have every day, you’ll exude confidence and charisma. The enthusiasm you show for your work will draw others to you naturally. You’ll get boundless invitations to talk about how you do what you do. If you’ve gotten in a rut with your current job, reignite your passion for it by reminding yourself what you love about it and making small changes to liven up your routine.
  7. Get others to toot your horn
    As you clue others in to your skills and achievements, they’ll naturally start tooting your horn as well, and your visibility will increase at work even more. However, it helps to ask for the support of people you trust. Cultivating relationships with advocates in your organization will build your credibility and help leaders take notice of you. Keep your advocates apprised of what you’ve accomplished, and if you’re after a promotion, tell them. People often take pride in helping others succeed.

If you were feeling awkward about tooting your own horn at work, these ideas will help those conversations feel more natural. Others will think it’s completely natural to share your achievements in these ways!

Joel is an expert at helping people promote themselves at work. Reach out to him directly for one-on-one executive coaching.

How to Promote Yourself

“Self-promotion is a leadership and political skill that is critical to master in order to navigate the realities of the workplace and position you for success.”
~Bonnie Marcus~

Natalya couldn’t believe her company hired an outsider rather than promote her to the position she was vying for. She knew she had everything it would take to succeed in that role. She decided to reach out to an executive coach who was referred to her – I was the person she called! “It sounds like you are producing a tremendous amount of value for your company,” I said. “Now you need to learn how to promote yourself at work (and your actual impact), so others will appreciate and recognize your value.” Here’s the plan we created together.

  1. Track Your Accomplishments
    When put on the spot, it can be tough to remember all the things you’ve done over the past year. Instead of relying on memory, keep a file of all your accomplishments and current projects. At a performance review, meeting with executives, or introduction to a new client, you’ll have just the right examples of particular skills or competencies you want to highlight.
  2. Write a Success Story About Yourself
    Create a short “success story” about yourself so you’re always prepared for high-stakes conversations. The story is created by identifying the problem, determine the actions you took to help solve the problem and the overall results that you ultimately achieved. You’ll now know exactly how to promote yourself when talking to organizational leaders.
  3. Expand Upon Compliments
    When someone gives you a compliment, view it as an invitation to say more about the work they’re praising. This will feel less awkward if you share a piece of quantifiable data to sum up what your accomplishment did for the company. Rather than sharing a subjective opinion (e.g., “I’m brilliant”), you’re sharing something objective. And by focusing on results and outcomes, you’re giving them information that can help guide decision-making.
  4. Promote the Work of Others
    When you promote others, you give them positive feelings about you in turn. This encourages them to speak highly of you as well. It’s like cultivating alliances within your organization, only there’s nothing devious about it. You’re simply working toward your mutual success and building a culture of showingappreciation for good work. Likewise, when you lead your team to success, speak about what “we” accomplished rather than centering yourself. Your boss and team will know you showed great leadership, and they’ll see you as a great morale-builder when you share the success.
  5. Take on a High-Profile Project
    Look for a high-profile project that others can’t help but notice. Outline exactly how you’ll devote time to this project while keeping up with our current workload. (Hint: Delegate as much as possible, which willalso show your leadership skills!) Taking on ambitious projects will build your visibility in the organization, preparing you to exert greater influence.
  6. Sing Your Own Praises to Superiors
    Tell your boss, and your boss’s boss, what you’ve accomplished. Phrasing the news in the form of a “thank you” can make it feel less awkward—for example, you could say, “Thanks for the encouragement to pursue project X. I’m thrilled about the results.” In doing so, you’ll be strengthening these relationships by making others feel connected to your success. Then sum up what the project did for the company—again, citing measurable outcomes. Take a big-picture approach, focusing on how the achievement benefits the company. This not only feels less awkward but highlights your commitment to the organization’s success.

Look for opportunities to connect with higher-level leaders in your organization as well. If you hear about a meeting of organizational leaders and you feel you have something to contribute, ask an advocate if you can attend or send your input with him. You have little to lose by showing some ambition, and at the very least, you’re likely to put yourself on their radar. This is an excellent way to promote yourself at work.

You now have six tactics for promoting yourself that feel more natural. With these tricks in your pocket, it will feel easier to promote yourself at work. Joel can help you implement these tips and do what is necessary to get that promotion you feel you deserve. Email executive coach Joel Garfinkle now with the area you want to work on.

3 ways to self-promote without self-promoting

“Heroes must see to their own fame. No one else will.”
~ Gore Vidal ~

Nathan felt it was time to raise his visibility. He knew he needed this just to keep his job in a tight market. He especially needed to get recognition if he hoped to advance. But no one likes a show-off or a know-it-all. So Nathan struggled with how to accomplish good self-promotion in the workplace without coming off in a negative way?

He decided to use three simple ways to let other in the workplace know of his good work. It’s self-promotion without sounding like your tooting your own horn.

  1. Share your accomplishments
  2. You’d love to have your work speak for itself. After all, it’s good work. But merit is determined by people— by human judgement. That’s a blend of information, viewpoint, and emotional filters. In order for the person who determines merit to appreciate your work, several things have to happen, including sharing of your accomplishments.

    • They have to know about the work.
    • They have to know that YOU did the work
    • They have to understand the time, effort, intelligence, and skills it took to accomplish the job
    • They need to see how it benefits the company

    They can’t get all this by osmosis. Someone needs to at least get them the “Cliff’s Notes” of your involvement in the job. You can do that several ways

    • Send a brief report to your boss or the influencer about the job. It could be in the form of a question. “I did this, and this and this…am I on track? What would you like next?”
    • Ask a mentor or senior in your organization to publically or privately pass on recognition of your accomplishments.
    • Request a co-worker write a letter of recommendation about your efforts on the task.
  3. Make your competence visible
  4. Nathan read that studies show it’s not the most competent that gets promoted, it’s the most visible. No one likes a boss that is less competent than they are. It’s not good for you or for the company. In self-defense, Nathan needs to have his competence shine. Decision makers need to know of your abilities.

    • Speak up in meetings
    • Offer to present material
    • Check with your boss or others and share what you are working on
    • Come to your review process prepared to show and explain your part in the work and in strengthening the company’s bottom line
  5. Educate others on your value

When you promote others, you often promote yourself as well. Nathan has been producing excellent results for his company. But he had not done a very good job of self-promotion. He hadn’t been sharing wins and accomplishments in his workplace.

He decided to write an email that outlined five specific things his team had done in the past month. He made sure each point had measurable results. He said, “I’m very proud of the work this team has done and wanted to take a moment to highlight their accomplishments.”

Notice it does not look like self-promotion since Nathan is giving accolades to his team. Yet it still reflects well on him.

The CTO wrote back, “Thanks for pointing this out and congratulations to the team. The quiet success of these accomplishments from you and your team has not gone unnoticed. The CEO and senior leadership were much appreciative.” He encouraged Nathan to keep them informed about their work and the value they bring. The CTO recognized that sometimes work that goes well goes unnoticed, yet, he said, “It is important we educate the business on the value we bring.”

Self-promotion, well done, can build your visibility and lead to advancement. It helps management do a better job of recognizing who are their truly skilled workers. It also helped Nathan feel more valued and gain more satisfaction from his job.

If you need to increase your visibility and promote yourself in your workplace, first evaluate your visibility.

Talkback:
What have you done for self-promotion? Has it worked? Has it come off brash, or confident?