Quarter 4 is typically the time when employees begin preparing for the "big talk" with their managers to assess their accomplishments for the year.
Annual performance reviews are unavoidable. Even forward-thinking companies that have frequent check-ins throughout the year, run an annual review to summarize the team's accomplishments into a year-end performance report.
For those who are meticulous and keep thorough records of completed tasks, performance reviews are easy. If you are not, there is no need to worry. Below are seven tips to assist you in getting ready for your annual performance evaluation and take control of your career.
1. Document Everything
Document your achievements against each goal throughout the year with date and time stamps. Document obstacles and how you overcame them. Keep records of any feedback, thank-you notes and praises that support your work including relevant comments from peers, customers and external stakeholders.
2. Line-of-Sight
Ensure that your achievements are connected to the company's strategy and organizational hierarchy. Your goals should be in line with those of your manager and should align all the way up to the goals of the CEO.
3. Tangibles and Intangibles
Emphasize on the tangible and concrete results backed by data, while also highlighting the intangible aspects of the job such as team collaboration, conflict resolution, and customer satisfaction.
4. Structured Templates
Utilize organized review templates and adhere to best practices. In case your company lacks a standardized template, create one for your own use. You can use software as simple as Microsoft Excel to develop a basic template for monitoring your accomplishments over the course of the year.
5. Frequent Check-ins
Make sure to have regular check-ins with your manager, even if they don't initiate them. Schedule meetings with them to provide updates on your progress and address any potential challenges proactively. Don't hesitate to seek assistance when necessary. It's important to keep your manager informed about your work since they are ultimately responsible for your achievements.
6. Link to Development
Highlight learnings as well as opportunities for improvement. Doing so demonstrates your maturity, commitment to personal growth, and eagerness to learn. If you have a specific training in mind, be sure to reference it. Structure your evaluation around accomplishments and future development areas for further enhancement, rather than dwelling on errors and shortcomings.
7. Pave it Forward
Begin considering your goals for the upcoming year. Which projects do you aim to participate in? How can you contribute to the company and team? Strengthen your strategic thinking and outline your career's long-term vision. This approach will ensure you have a succession plan that aligns with your career goals.
I trust the suggestions provided in this blog will inspire you to take control of your review process and empower you to confidently highlight your accomplishments. For more information on managing your, and your team's, performance checkout our workshop on Talent Pipeline Management.
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