Managers - reduce your stress. Prepare these three essentials for each performance review or appraisal you have to do. You will feel more confident, stay on track and hey - might even find it a useful way to spend time with your people.

1. By Hedda Bird, 3C Performance Management
You can
love appraisals!
3 essentials for a conversation that
makes a difference

2. PREPARE
WHAT?
As a manager, you know
you must prepare for
performance reviews,
but

3. Most people focus on
preparing INPUTS:
paperwork
numbers
evidence

4. CONVERSATION
But it’s the
that makes the
difference

5. This slide set
shows you the 3
essentials to
prepare so
you have the
conversation
that makes a
difference

6. An
EMOTIONAL
MESSAGE
QUESTIONS
to EXPLORE
key issues
PLAN
your
FEEDBACK
1 2 3

7. AN
EMOTIONAL
MESSAGE
1

8. FEEL
How should they
after the review?

9. Reviewees will take away
ONE overall impression
of what you think
Be clear what YOU
want that to be
…I’m appreciated?
…I’m respected?
…Do I need to pull my
socks up?

10. ACTION: Decide on
EMOTIONAL MESSAGE

11. 2QUESTIONS
to explore
KEY ISSUES

12. 3 questions
Before the review
write
about what you
want to discuss

13. What has
gone well?
What has
happened?
How to get back
on track?
Uncover
problems or
hidden
agendas
The
GOOD
The
BAD
The
HIDDEN
Explore any or all of these…

14. OPEN Questions
Good for
• ENCOURAGING reflection and learning
• COACHING people to improve
• UNDERSTANDING a situation better
• EXPLORING possibilities
EXAMPLES
• How confident are you?
• What made the difference?
• When did things change?

15. PROBING Questions
Good for
• Exploring how people FEEL
• UNDERSTANDING motivation
• Bringing HIDDEN issues to the surface
EXAMPLES
• What has happened to make you think that?
• What makes you say that?
• How do you feel about this situation?

16. STATEMENT Questions
Good for
• Addressing difficult situations
First: state the situation
Then: Ask a question that focuses on one aspect
of the situation you want to address
EXAMPLES:
Your last project ran over budget (your statement)
• What could you have done to prevent that?
• What will you do differently on your next project?

17. If you write your questions
before each review
You will feel more
confident and in control
during the conversation

18. ACTION: Write your
questions

19. PLAN your
FEEDBACK
to say what
must be
SAID
3

20. FEEDBACK
Think about the
you need to give

21. ACTION IMPACT MOVING
FORWARDWhat have
you
observed?
What impact
has the action
had?
What must
change?
A I M

22. Action: In the team meeting on
Friday you were openly critical of the
company and rude to several
colleagues.
Impact: This upsets others, reduces
team morale and discourages others
from contributing
Moving Forward: In future please
discuss any concerns with me
privately, and listen to others with
respect and courtesy

23. ACTION: Plan your
FEEDBACK

24. An
EMOTIONAL
MESSAGE
QUESTIONS
to EXPLORE
key issues
PLAN
your
FEEBACK
1 2 3

25. FEEL
BETTER
Do these 3 and
you will

26. PREPARED
and be

27. We love appraisals!
hedda.bird@3cperform.co.uk
01491 411 544
www.3cperform.co.uk