Throughout the Performance Review year, how do employees communicate their results toward Performance Objectives to their managers?  Each employee, with his/her manager, can enter results—as achieved— into the Performance Appraisal or Performance Agreement form. As appropriate, team Status Reports or Excel spreadsheets can be set up to match how results will appear in the Performance Appraisal form.

Many managers encourage employees to keep a book on themselves—that is, to keep their own electronic and printed copies of peer and customer commendations, their results toward objectives and examples of how they demonstrate the Core Values, training certificates, performance documentation, etc. As appropriate, managers can remind employees that the organization is a dynamic environment where re-assignments and promotions happen quickly. So employees need to position themselves to be ready to ‘sell’ themselves, with supporting details about accomplishments, when opportunities for promotion occur. Employees should also be ready to share with a new manager their contributions to their team if a previous manager didn’t pass on complete records to the new manager. Read more ›