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    Take the lead at your next review
    By Angelia Herrin
     

    The management literature is full of advice for those who want to deliver effective performance reviews. The usual mantra? Use review sessions to set clear expectations and goals but never forget to praise good work and to listen closely to employee concerns.

    So with all the good intentions, why do so many surveys find that employees are so miserable? A Towers and Perrin survey of 1,100 people from 1,004 companies, for instance, found fully a third felt “intensely negative” about their jobs and exhausted, confused and unsupported in their offices.

    The disconnect is real, says consultant Beverly Kaye, coauthor with Sharon Jordan-Evans of the book Love It, Don’t Leave It: 26 Ways to Get What You Want at Work (Berrett-Koehler, 2003). But it’s not because managers deliver such bad reviews. Rather, those on the receiving end of the review aren’t using the session to talk about what they want and need.

    The following advice will help you get more of what you want out of your next review.

    Ask yourself what you really want. If you want to get something out of a review, Kaye says, don’t expect your manager to guess what it is; she will usually guess wrong. Instead, enter the review session with very clear ideas about what you want and how to ask for it—whether it’s a job shift, a training program, a sabbatical or a request for a change in your boss’s behavior.

    “The biggest mistake is not taking the time to plan,” says Kaye. “Think of it as interviewing yourself: What do I want to accomplish? What’s my agenda? What am I willing to say, and who will I have to convince?”

    Managers, for their part, need to coach employees to understand that declaring “I’m feeling dissatisfied” won’t get much reaction, Kaye says, whereas offering a set of proposals to help solve a problem will get an immediate response.

    A common misunderstanding managers have as review time approaches, she says, is that employees will ask only for money and promotion, when in fact what the employee is really looking for is validation and respect. Too often employees think money is the only thing to ask for, too.

    The problem, Kaye suggests, is that appreciation, dignity and respect are nebulous in contrast with money, which is quantifiable. The best approach is to make a list of what appreciation would look like on the job, she says.

    “Let’s say you get reviews that say you are doing great, but most of the year you feel ignored and overlooked,” says Kaye. “Then be prepared to tell the boss you would like to have a note when you do something she likes.” If that isn’t her style, tell her you would like to have a cup of coffee every month and be told specifically what you have done well lately.

    “Stress the specifics,” says Kaye. “Don’t settle for ‘You are good at your job.’ Tell her that you want to hear specifically that it worked well when you did X or Y.”

    Make the proposal. Employee surveys repeatedly find that employees feel “stuck” at work and believe that managers have not invested in their development. Kaye argues that employees need to research useful developmental assignments or training programs, and then be prepared to articulate how the assignment or program will prepare them for a desired job.

    If an employee plans to request a job shift, he should find a replacement and work out a transition plan before presenting it to his boss. But while walking into the performance review with a well-researched, well-rehearsed plan for change is great, Kaye says, employees also need to remember to come equipped with several alternative plans for achieving their goals.

    “The biggest mistake is coming with demands,” says Kaye. “Instead, go in and say, ‘Here’s my problem, and here are three ideas I have for fixing it.’ This way, you are giving the boss space.”

    Close the deal. One of the simplest—and most overlooked—aspects of any employee request is laying out to the boss what’s in it for him, says Kaye.

    Explain how your getting cross-training or taking a course, for instance, can help your boss and your unit be more effective. You also need to address the business case: What current business need will this change address?

    Be prepared to help the boss figure out what barriers may stand in the way of satisfying the request—whether they are people or budget problems or timing factors—and be ready to offer solutions.

    “You probably have a pretty good idea of what might stand in the way—it’s why you haven’t asked for it before,” says Kaye. “But if you’ve spent that much time thinking about the problems, you can probably figure out some other ideas for solving them, too.”                                 

    (Angelia Herrin is executive director of new business development at Harvard Business School Publishing and a journalism instructor at Harvard Extension School.)

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