Performance Management part 4: Developing Individuals

This is the last in the Performance Management series.  We have already looked at the first 3 stages of Performance Management; Setting Expectations, Assessing Performance and Performance Reviews.  Today we will look at the final stage in the process, Developing Individuals.

The first 3 stages will enable you to identify any learning and development needs.  You will have provided ongoing feedback and assistance, but now is the time to focus on an individual development strategy going forward.

development

Developing people is an essential strategy to enable an organisation to achieve its goals. It includes identifying learning and development (L&D) needs, developing interventions to fill any gaps, and evaluating the outcomes. The challenge is to create the right learning and development opportunities that work for your organisation. As working environments become more complex and greater agility is needed to ensure employees’ capability, it’s more important than ever to consider the breadth of different learning methods available and deliver them successfully.

 

Performance Development Methods

There is a vast array of learning methods available today which can be instructor led or self-directed.  These include:

  • Virtual and face to face classrooms
  • eLearning
  • On the job training
  • Coaching and mentoring
  • Online communities and forums
  • Formal qualifications
  • Job shadowing or secondments
  • Blended learning

coaching

Considering the way individuals prefer to learn is important when selecting development methods.  This comes from knowing your people well and not making assumptions.  Employees need to be able to relate learning to their own individual context.

 

Whatever style of learning works best for an employee, to master a skill, they have to practice it and so follow up is essential.

 

Evaluation of Learning

To effectively evaluate Learning and Development initiatives and investment, it is important to have clearly identified targets and agreement on what measures of success will look like.

Evaluation activities can include:

Impact – how has the learning impacted performance of both the individual and the organisation?  Have Key Performance Indicators improved?

Transfer – how has learning transferred back into the employee’s role and work?  How have new skills been used and shared?

Engagement – how engaged was the employee with the learning and how easily were they able to retain information?

Finally

Watching people grow in ability and confidence can be very exciting and rewarding, especially if you have had a direct part to play in creating their development plan and activities. Carefully planned, monitored and evaluated development can only bring positive benefits for you, your organisation and the individuals involved.

Performance Management Part 3 – Performance Reviews

In the previous blogs in this 4 part series we looked at Setting Expectations and Assessing Performance.  Today we will look at best practice for Performance Reviews.

performance

Quick Recap

In Assessing Performance, we stressed the importance of ‘Managing by Walking Around.’  In other words, taking the time to observe what your team is doing on a daily basis if they are in the office, and checking in if they are working remotely.  If you have a quick chat with every member of your team first thing in the morning, you can rest assured that they know what they are doing, and you can leave them to it and get on with your own work.

This is not micro-managing.  It is a quick check to see how they are generally, ask if they need your help with anything, or if there is anything that might prevent them completing tasks.  It gives you the opportunity to provide encouragement, motivation and feedback, and also address any issues before they become a problem.  In addition, you are able to maintain a clear picture of how your team is tracking against goals.

performance

Performance Reviews

Performance Reviews are more formal. We usually conduct them either quarterly or upon completion of projects or goals.  As the word ‘review’ suggests, it is a look back at what was done and achieved.  This is the time to discuss what the team member did, what they learned and what they might do differently next time. You can also identify further development needs and set new goals and expectations going forward.

There should be no surprises in a Performance Review as the team member will have received ongoing feedback over the review period.

What is the difference between a Performance Review and an Annual Appraisal?

There is often confusion between the two terms and many companies call any kind of review an appraisal and vice versa.

However they do serve different purposes.  As already mentioned, a Performance Review looks back at what has been achieved and learned over a short period or a project.  They focus on performance and development needs.

Annual Appraisals are separate from Performance Reviews.  Appraisals are really there to inform HR and help them prepare budgets for training, workforce planning, compensation and benefits and job evaluation. Therefore, the focus is on having an open discussion, looking forward in terms of career aspirations, promotion, salary increases and training plans.

There should be a positive outcome from an appraisal; a change to the employee’s role that improves the situation both for them and the organisation. Employees should go away from the appraisal meeting feeling good about themselves and involved in their own development.’

The Secret to Sales Influence
The Secret to Sales Influence

In conclusion

If you give continuous feedback, regular performance reviews and manage by walking around; you will strengthen relationships and trust. In turn, you will make team members feel valued.