10 Secrets to an Effective Performance Review: Examples and tips on writing employee reviews, performance evaluation, sample performance review and employee evaluation forms.

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Two of our employees—a married couple—for years have requested extra unpaid time off for vacations. The husband works for me, the wife works for the company owner. We recently notified all employees that we would no longer grant any additional time off. I’ve made it clear to the husband that he won’t get any additional time off. The owner, on the other hand, sees no problem with giving both of them unpaid leave this year, even while other employees have to live with the new rule. How should I handle this?—J.L., Wisc.
The range of reactions to President Obama winning the Nobel Peace Prize has been really interesting to observe.  Depending on which person or group you’ve been watching or listening to, you’ve had the opportunity to witness a full spectrum of emotional reactions from happiness to anger, from satisfaction to surprise.  One that I think is out there but perhaps hasn’t been commented on so much is resentment.  There are those who resent the award because they say Obama hasn’t proven himself yet or that others are more deserving. (Obama himself essentially said as much in his remarks just a few hours after the Peace Prize announcement.)

I think there’s another reason that a lot of people resent the Prize going to Obama and it’s one that has a lot of parallels in countless organizations around the world.  You’ve probably seen it yourself or have perhaps even been the subject of it.  I’m talking about what I call the “smartest kid in the class” syndrome.  Whatever you think about Obama, there’s not much point in debating that he is one highly intelligent guy and has had a lot of success at a very early age. He’s probably the most extreme example I could come up with of the “smartest kid in the class.” 

While we may not be around Nobel Prize winners on a regular basis, most of us have had some experience on one side or the other (or both) of this phenomenon.

With this in mind, I came up with some rules of the road for how “the smartest kids” should handle themselves when working with others who might feel intimidated and threatened by their success:

Question: “I was on medical leave, and when the doctor extended the leave, my employer was no longer able to accommodate my medical leave. When looking for a new job, how do I answer: "Why did you leave your job?" I really don't want a prospective employer to know I have a medical condition.” — Anonymous

Question: “Is there a law that a company cannot disqualify a candidate because of a felony charge?“ — Irma
 

Over the five years, he'll lose $11,340 to higher payments...
In the category of “Man, I wish I’d written that,”  my blogging friend Mike Figliuolo had a great post last week called “Ten Reasons Your Team Hates You.”   It was a brilliant piece with so true they might hurt items such as you don’t fight for them,  you micromanage, you’re a suck up and you’re above getting your hands dirty.   It’s gotten a lot of well deserved attention, is definitely worth a read and is a post you’ll likely want to share with others.

Brettfavre So, it was with Mike’s post in the back of my mind that I watched Brett Favre lead the Vikings this week to a 30 - 23 win over his old team, the Packers, on Monday Night Football.  If you follow football at all, you understand why I’m making the connection between Mike’s “Why Your Team Hates You” post and Favre. Even non-sports fans are likely aware and completely sick of Favre’s multi-year act of will he retire or not retire, who will he play for, when will he play, etc., etc., etc. He’s done about as much as he possibly can to make his colleagues skeptical of his motives and intent. And yet, the Vikings at 4 and 0 so far this season seem to be gelling around him. 

If you take the publicity, the uniforms and the bone crunching hits out of the equation, Favre appears to be successfully doing what you’ll likely have to do at least once in your career – stepping in to lead a team that for whatever reason is skeptical of your motives and has their doubts about whether or not you’re the right leader. In spite of all the drama baggage he carries with him, Favre is winning the Vikings over. How is he doing it? Here are a few things he’s doing that I think apply to leaders in fields other than football:

Question:  “Although I am considered the lead supervisor in my department and have practically run the place for the past year, the company recently chose someone else to be department manager. An executive who is new to our company made this decision. He didn’t offer me an interview or make any effort to get to know me. I am having trouble accepting the situation and feel very resentful. How can I get past this?  And when I talk with this executive, how do I convince him that I would have been the right person for the job?” — Passed Over

What can I do about an employee who doesn’t sit upright in his chair in an ergonomically correct position? I don’t mean ordinary slouching; this guy practically lies down in his chair! When I catch him doing it, he straightens up, but then he goes right back to his original position. I have offered to provide any type of equipment that might help, but he doesn’t want anything. His main responsibilities involve talking on the phone and entering data. As the person in charge of workplace safety, I’m trying to prevent any injury claims. Can he be reprimanded or forced to comply? Any suggestions?—Tammy, CA
Kenlewis1 The end of last week brought a couple of mirror image stories about leaders in the world of finance.  The first was the sudden announcement from Bank of America CEO Ken Lewis that he intends to retire at the end of the year.  As reported in The Economist, the B of A board is going to have to scramble to come up with a successor. In contrast is the news coming out of JP Morgan Chase that CEO Jamie Dimon has named a new head of investment banking in what he acknowledges is a key building block of a leadership succession plan.  Jamiedimon1 As quoted in the New York Times, Dimon said, “It’s my duty to the board to focus on succession.  It’s important that we have people trained and tested with experience to succeed me.”

As Joe Nocera pointed out in his weekly Talking Business column, one of the most important duties of a leader is to prepare his or her successor. This is true not just for CEO’s, but for leaders at any level. How do you do it?  Here are five simple yet actionable ideas for preparing your successor:
U2-1 Any week you can check something off your bucket list is a good week.  This was one of those weeks for me as I checked off a long held goal of seeing U2 in concert. Bono and his band mates are on a six week tour and they stopped at FedEx field here in the DC area to rock the house. Thanks to some really nice long term planning on my wife’s part (she bought tickets for my birthday back in April), the two of us  were there.  I’ve been to countless concerts in my life and (I don’t think it’s just the recency effect speaking here) this one was the best.  (In case you’re U2-2wondering what they’re playing on this tour, here’s a very cool web site with the set list and links to performances of each song.)  The show that U2 put on was a combination of rock concert, multimedia extravaganza,  political rally, massive party and religious revival.  And, oh yeah,  anytime somebody is keeping 90,000 people standing up for two and a half hours singing, dancing and completely engaged there’s probably something to be learned about leadership.

While it’s unlikely that most of us are going to be global rock stars anytime soon, I saw some great leadership lessons from Bono and the band that I want to pass on for your consideration.

 

Have you checked your company’s bulletin boards lately? Do they show the correct, updated federal- and state-law posters? As this week’s new court ruling shows, poster mistakes can actually breathe new life into supposedly dead employment lawsuits …

This is the last of three posts that I’m writing based on some great presentations I heard at the Inc. 500 conference in Washington, DC last week. The primary keynoter for the conference was leadership guru Jim Collins, the author of Good to Great and the new book, How The Mighty Fall. I had never heard Collins speak before and when I found out he was going to be speaking in my hometown zone, I signed up for the conference.  It was the right decision. Jim Collins is a fantastic speaker. He offers incredibly rich and though provoking content delivered with the passion and energy of a world class evangelist.  If you get a chance to hear him speak, take it. You won’t be sorry.

In the meantime, I thought I’d share with you the top 10 to-do’s for leaders that he offered at the end of his two hour segment.  (These are paraphrased based on my notes.) It’s unlikely that all ten will resonate with you, but my guess is that you (like me) will find at least two or three that hit home.  Here they are:

Question: “We have an employee currently on maternity leave who comes into work to check her e-mails, make work calls etc. This person has paperwork signed that she is on Family Medical Leave Act (FMLA) leave for 12 weeks due to pregnancy complications.  She is currently in her third week of leave.  How should this be handled?  Are there liability issues? We do not have a doctor’s release yet for this person.” — Anonymous 

Question: “Due to a reorganization, an administrative assistant that I have worked side-by-side with for 10 years was reassigned from Operations to HR. She still continues doing most of the work she did previously, even though I should now perform most of those duties. She had no choice in the reassignment and doesn’t feel secure in her new position. How should I tactfully tell her that I should now handle the duties for the Operations department?”  — Mary

Question: “I’m concerned that my new boss may have unrealistic expectations about my abilities.  After joining this company, I worked for three managers who all gave me outstanding appraisals.  However, my most recent supervisor, “Ms. Jones,” decided to lay me off. Fortunately, I have been offered a position by a manager in another department, “Mr. Smith.”  After hearing about this, Ms. Jones said, “Mr. Smith will soon find out that you don’t walk on water.”  When I mentioned this remark to the HR manager, she said the glowing reviews in my personnel file create the impression that I can do anything. I asked if these comments could be removed to avoid misleading people, but she said no. Now I’m worried about disappointing Mr. Smith and losing another job. How can I lower his expectations?” — JPK

What would be the nicest and easiest way of telling an employee that we do not want to hire her daughter. We have used her daughter for several temp jobs in the past. She was OK, but we never would have hired her for a full-time job. This employee acts like it's our responsibility to keep her daughter employed every time a position becomes available in our admin department.—Tina, Tennessee
This week I’ll be sharing some insights I picked up at the recent Inc. 500 conference in Washington, DC.  Today’s come from Jet Blue’s founding CEO, David Neeleman who was one of several terrific speakers at the conference.

Jetblueceo

Lots of people in the United States are familiar with Jet Blue and have experienced the energetic service, seat back TV’s and Terra Blue potato chips that the airline is known for. What may not be as familiar is the story of Jet Blue’s founder David Neeleman and that he is now involved in starting his fourth airline. The first was Morris Air which was a regional carrier that began as a travel agency. In his Inc. presentation, Neeleman told the story of being approached by Herb Kelleher, the legendary CEO of Southwest Airlines, and being asked if he wanted to sell his company to Southwest. Neeleman idolized Kelleher and told the audience that he would have sold Morris to Southwest for a lot less than he did to get the chance to work with Kelleher.  Neeleman hit the ground running at Southwest and started pushing big changes on a number of fronts.  Five months after getting there, Kelleher took Neeleman to lunch at a Ruth’s Chris Steak House in Dallas and told him he was fired because he was just too impetuous. Neeleman told us he cried after that conversation.

Twitter is a great way to create fans. Unfortunately, unless you control your messaging, it's also a great way to turn those fans into foes.

Question: “Due to the economy, we are looking for ways to host a cost-effective holiday party for our employees.  In the past, we have been accustomed to nice venues with large scale professional entertainment, open bar and a nice dinner buffet for our employees and their spouses (about 135 people).  We have three offices and have provided hotels for those who have driven in from other parts of the state. Should we host a party for employees only?  Change bar service to three complimentary drinks only? Consider appetizers vs. a sit-down buffet style dinner?    Consider giving employees gift cards and skip the party? “ — Rhonda

Question: “I am developing a training class for administrative support staff on achieving workplace success in a changing environment. I’m having difficulty locating information on how staff can boost their self-confidence and motivation and feel more empowered during economic uncertainty and organizational change. Can you suggest resources? — Linda

I’m taking some time to feed the mind this week by attending the Inc. 500 conference taking place in Washington, DC.  There have been some notable speakers on the agenda including Good to Great author Jim Collins and Zappos CEO Tony Hsieh. The most thought provoking speaker I’ve heard so far is the CEO of Zipcar Scott Griffith.

Zipcar

By now, you’ve probably heard of Zipcar, the car sharing service that is sprouting up in metro areas around the U.S. and the world. (Maybe you’re a Zipster yourself.) Backed up with some great technology, the Zipcar model is pretty simple. You join the program for a modest annual fee.  When you need a car you reserve one online or on the phone. You walk to your car’s reserved parking space and unlock it using your Zipcard.  You drive away for a low hourly fee which includes your gas and insurance coverage. When you’re done, you park the car in its spot, lock it up and walk away.

Before you conclude that this post is an ad for Zipcar, let me explain what really rocked me about Griffith’s presentation.
Visiting your site to buy your most profitable product or service is one "right reason" that jumps to mind.

Soldier-afghan

In the early morning on September 8, I woke up and couldn’t get back to sleep. I read a little bit of news and among the stories were a number on the presidential elections in Afghanistan and the early indications of widespread voting fraud. The other main story around Afghanistan that evening was the appointment of General McChrystal as the new U.S. Commander. He was named to come up with and implement a  new plan. I’ll blame it on the semi-conscious state of being up in the middle of the night, but after my reading, I logged onto Twitter and posted the following haiku:

Question:  My boss’s boss, “Ellen,” frequently redirects my employees without informing me. She just tells them to disregard my assignments, then issues new instructions. Recently, Ellen asked a member of my staff to manage a major project, even though she knew I had already chosen someone else for that role. Previously, she had expressed no concerns about the person I selected. Every year, Ellen approves my annual goals, then switches things around and makes it impossible to accomplish them. My manager is no help because he’s very weak. Do you have any suggestions? — Bypassed

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