Conducting Performance Reviews

He was the quiet backbone of the team. On paper? Just “meets expectations.” In reality? Irreplaceable. Recently, I watched a manager freeze when her top performer handed in his notice. It wasn’t just because he was leaving - he had plenty of options. It was because, on paper, he was rated “meets expectations.” That label hid everything that made him essential: the quiet coaching he gave new hires, the long nights keeping a failing project alive, the trust he’d built with customers no one else could calm. All “meets expectations.” And so, when he left, it caught her, and everyone flat-footed. Here’s the truth: Someone six months into a role? Meets expectations. Someone navigating a messy, high-stakes project? Meets expectations. Someone growing faster than their job description can keep up? Still…meets expectations. The way we measure performance makes a bell curve whether we intend it or not. And once people land in the middle, it’s hard to see what makes them matter. That’s why I’ve come to appreciate a question I first heard from Netflix - a question I wish every manager asked before it was too late: “If this person gave notice tomorrow, how hard would you fight to keep them?” It’s the kind of question that slices through the polite language of performance management. It forces you to name who you rely on, who you trust, who you believe in. It exposes the gap between what’s written in a calibration spreadsheet and what you feel in your gut. It sparks the conversations we should be having all along: Not, “did they tick all the boxes?” But, “do we really know what they’re worth, and are we treating them accordingly?” When you ask this question, you start seeing your team differently. Even more importantly, they might finally feel seen. So before your next performance review cycle, I challenge you: Don’t wait until someone’s walking out the door to figure out how much you value them. Have the conversation now. Do the stay interview now. Give the feedback now. Because people don’t leave companies where they feel recognized, invested in, and believed. They leave when they feel invisible behind a label like “meets expectations.” And frankly, we need to start asking ourselves... is the once-a-year performance review even useful anymore? (But ah, that’s a conversation for another post!) For now, at least consider these three take-aways: Stop treating “meets expectations” as the ultimate truth. It’s just a snapshot, not the full story. Stay interviews are more powerful than exit interviews. Don’t wait until goodbye to find out what matters. Performance management should be a mirror AND a flashlight. A mirror to reflect reality - and a flashlight to show the path ahead. Ask the question. Make it part of how you lead. And build the kind of company where your best people don’t just stay. They grow, they inspire, and they never wonder if they’re seen.

 5 Uncomfortable Truths About Giving "Performance Feedback" (that no one tells you) After 15 years of leading teams and coaching executives, I've learned that giving meaningful feedback isn't about following a template or checking a box. Here are the hard truths I wish someone had told me earlier: 1.) Your feedback isn't about making yourself comfortable ↳That knot in your stomach before a tough conversation? It's a sign that you're about to say something that matters. I once delayed giving critical feedback to a high performer for weeks because I feared damaging our relationship. When I finally did, their response? "I wish you'd told me sooner." 2.) The "feedback sandwich" insults your employees' intelligence. ↳They see right through it, and it diminishes your message. Trust them with direct communication. Last month, a client told me they'd spent years decoding what their previous manager "really meant" beneath the compliment buffer. 3.) "Great job!" isn't feedback – it's a pat on the back ↳ Real feedback answers: "Great at what? Why did it matter? What specific impact did it have?" The difference transforms generic praise into a roadmap for repeatable success. 4.) The most crucial feedback often comes from your discomfort. ↳ When you think, "Maybe I'm overreacting" or "Perhaps it's not my place," that's often precisely what needs to be addressed. Those moments of hesitation often mask the most valuable insights. Be professional and tactful, but seize an opportunity and the signs you receive. 5.) Timing beats process every time. ↳ The best feedback system in the world can't match the power of addressing something at the moment. Waiting for quarterly reviews to discuss crucial performance issues is like waiting for New Year's to start eating healthy – it makes sense on paper but fails in practice. THE BOTTOM LINE: Meaningful feedback isn't about being fake, too nice or following a script. It's about being transparent, specific, and genuine – even when (especially when) it's uncomfortable. Vague feedback is worse than no feedback at all. If your message could apply to anyone, it probably helps no one. Make it direct, make it specific, make it count. Coaching can help; let's chat. | Follow Joshua Miller ➖ Like what you read but would like more? ☎ Book Your Coaching Discovery Session Today: https://lnkd.in/eKi5cCce #joshuamiller #executivecoaching #coaching #leadership #management #performancemanagement #culture #professionaldevelopment

The feedback sandwich often misses the mark and can even backfire. Instead of creating clarity, it can muddy the message and feel insincere. Let's dive into why this approach doesn't work and explore a better way to give feedback with Radical Candor. ❌ What Not to Do: "Great job! But the presentation lacked details. Still, I appreciate your enthusiasm." ✅ What to Do Instead: Use CORE: 🔸 Context: Cite the specific situation. 🔸 Observation: Describe what was said or done. 🔸 Result: Explain the consequence. 🔸 Expected nExt stEps: Outline the expected next steps. Example of CORE Feedback: "I asked you to help us be more efficient (Context). You went above and beyond by implementing Slack (Observation). The team is now spending less time on email and more time communicating effectively (Result). We'd love for you to explore other tools to streamline communication in the office (Expected nExt stEps)." Giving feedback is crucial for growth, but it needs to be clear, kind, and actionable. Read more: https://bit.ly/3LhIzZ2 #ManagementTips #RadicalCandor #Leadership #Feedback #COREMethod #EffectiveCommunication #GrowthMindset

We all want to reward employees fairly, yet decades of research--and for many people, their lived experience--show that bias persists. In other words, for the same performance, people earn less or more due to managerial error. New research from researchers at our Stanford VMware Women's Leadership Innovation Lab shows that many interventions are only targeting half the problem. Bias shows up both in how managers describe (view) performance as well as how they reward (value) behaviors. Viewing biases often show up in how performance is described differently based on who is performing it. Men’s approach may be called “too soft,” thus “subtly faulting them for falling short of assertive masculine ideals.” Valuing biases can show up as the same behavior being rewarded when men perform it but not when women do. Examples from the research show that men benefitted when their project specifics were described, whereas women were not. So the same description and behaviors showed up in reviews, but they were only rewarded on men’s. What can be done to curb biases? ✅ Standardize specific guidelines for how managers should view employee behaviors and assign corresponding rewards when giving employees feedback and making decisions about their careers. ✅ Help managers catch bias in both viewing and valuing. ✅ Monitor these impacts from entry level to executive leadership. It turns out that as the criteria shift, so can the way these biases work. A key lesson from our research shows that the work takes discipline, consistency and accountability. These steps may seem like a lot of “extra” work, but at the end of the day, managers also benefit when they weed out biases and fairly promote the most talented employees. Article by Alison Wynn, Emily Carian, Sofia Kennedy and JoAnne Wehner, PhD published in Harvard Business Review. #diversityequityinclusion #performanceevaluation #managerialskills

Confronting an underperforming employee is never easy. Here’s my guide to make sure it doesn’t go off the rails. Schedule a one-on-one meeting with the employee. Send the invite at least one day in advance via email, using a generic title like “Discussion”. Write detailed notes on what you plan to cover in the meeting. Meeting tone: Once the meeting starts, avoid small talk and get down to the matter at hand immediately. Maintain a positive and constructive attitude.  Focus on the facts, the impact, and the solutions. Do not focus on the personalities, the emotions, or point fingers. The beats of the meeting: Open by stating that this is going to be a difficult conversation about their performance issues. Make it clear that the goal of this meeting is to find a way for them to improve. This sets the tone. Next, describe the circumstances that have made this discussion necessary. Be specific about actions, dates and times, and tell them what the impact of their underperformance has been on the business and other co-workers. If applicable, tell them exactly where they’ve violated your policies. Get the employee’s perspective: Do they feel they have the necessary time, support, and resources to perform their job? Has anything changed in the business that has an impact on the employee’s performance? Has anything changed outside of the business, like a personal issue or health problem? Be clear about your expectations: Be specific, e.g. “Your job starts at 8 a.m. from Monday through Friday. You should be at your desk and available to answer client calls by that time every business day.” Together with the employee, make a detailed action plan you both understand and agree on. Set specific steps, deadlines, and targets. Include what you will do to support them. You should both sign and date the document. Schedule several followup meetings to check in on their progress. Once you’re done, update your meeting notes to include everything you discussed. Follow up: Send a recap of the meeting and your agreed upon action plan to the employee immediately after the meeting. If you have any to-do items on your side, get through them ASAP. You want them feeling the urgency of the situation. From there, things will go in one of two directions: Hopefully, the situation will improve. If it does, give that employee recognition. Refer specifically to what they’ve accomplished. Sometimes, things don’t get better. At that point, it’s time to move towards parting ways. — I hope this helps. Thoughts on this process? Comment below!

At DISQO, to of core values are, “Be Relentlessly All In” and “Win as One Team.” Both sound simple on paper or on the wall, and they are the secret sauce in our recipe for success. In short, they mean nothing should get in the way of us helping DISQO and our customers win, even at the expense of personal preference or advantage. Because it means creating a future where we all win together, we need to keep a high bar for how we share feedback. That includes when we are getting it right and especially when we are getting it wrong. Sharing feedback protects our culture and our advantage only if we are willing to have the hard conversations. Avoiding hard conversations doesn’t protect your culture. It erodes it. When someone receives three straight performance reviews, clear expectations, and multiple chances to change and still refuses, it is no longer a performance problem. It is an accountability problem. Leaders do not get to look away. Standards do not uphold themselves. If you want a culture of ownership, you have to protect it in moments like these. So what does that look like? Here are 5 steps to lead through the hard conversation with clarity, not cruelty: 🔥 1. Anchor in evidence 📊 Start with the facts: "Here is what we have discussed. Here is what has not changed." You are not giving an opinion. You are reporting the pattern. 🔍 2. Say the thing 🎯 Do not water it down: "At this point, it is no longer just about performance. It is about your response to feedback." If it is hard to say, it probably needs to be said. 🔄 3. Shift the burden 🧭 Make the next move theirs: "It is your choice whether or not to take action. But we cannot continue as we are." Ownership is the signal. Enable it, do not carry it. 🎯 4. Set a specific next step 🗓️ Be clear: “By Friday, I expect a written plan with measurable steps and early action already in motion.” Accountability lives in clarity, not ambiguity. 🤝 5. Stay human, not soft 💬 You can be clear and respectful: “I want to see you succeed. But that will not happen unless something changes now.” Respect is not silence. It is truth with empathy. Creating the future means leading in the hardest times.. Where it is uncomfortable. Where most people hesitate. And where real culture is made or lost. Say what needs to be said. That is how you protect the work, the team, and the standard. #CreateTheFuture #LeadershipInAction #CultureMatters #RadicalCandor #LeadWithClarity #DISQO

Most managers talk about performance wrong––and their teams suffer for it. That's because they treat all performance convos the same. There are actually two types. They require very different strategies. 1/ Ongoing, regular feedback. ↳ small corrections and discussions that happen every 1-2 weeks ↳ dedicate a few minutes in your 1:1 for these conversations ↳ write down examples and use SBI, keep it free flowing 2/ Difficult conversations. ↳ bigger discussions with opposing views and higher stakes ↳ plan an ad-hoc or regular 1:1 meeting around this conversation ↳ write down your talk track and reach out to your HRBP if you need help Let's use an example: ↳ Telling my teammate Phil that he talked over someone in a meeting would require a short and sweet feedback conversation. ↳ But telling Phil that he's steamrolling over teammates and hurting the team's ability to collaborate might require a difficult conversation. When you fail to differentiate the two, you either: ↳ enter a difficult conversation with zero preparation and BOMB it ↳ fail to give frequent enough feedback, so EVERY convo becomes difficult Pro Tip: If you know what conversation you're planning for, you can maximize your odds for success and minimize "fires". Want some more reading? Check out "Radical Candor" for everyday feedback, and "Crucial Conversations" for navigating difficult conversations! --- Did you like this? Share it with your LinkedIn audience and managers! We're always looking to spread great knowledge and information. ♻️ And follow me (Yen Tan) for more manager development and L&D tips! #management #leadership #hr #peopleops #learninganddevelopment

Most leaders don’t struggle to give feedback because they lack good intentions, they struggle because they lack the right frameworks. We say things like: 🗣 “This wasn’t good enough.” 🗣 “You need to speak up more.” 🗣 “That project could’ve been tighter.” But vague feedback isn’t helpful, it’s confusing. And often, it demoralizes more than it motivates. That’s why I love this visual from Rachel Turner (VC Talent Lab). It lays out four highly actionable, research-backed frameworks for giving better feedback: → The 3 Ps Model: Praise → Problem → Potential. Start by recognizing what worked. Then gently raise what didn’t. End with a suggestion for how things could improve. → The SBI Model: Situation → Behavior → Impact. This strips out judgment and makes feedback objective. Instead of “You’re too aggressive in meetings,” it becomes: “In yesterday’s meeting (Situation), you spoke over colleagues multiple times (Behavior), which made some feel unable to share (Impact).” → Harvard’s HEAR Framework: A powerful structure for disagreement. Hedge claims. Emphasize agreement. Acknowledge their point. Reframe to solutions. → General Feedback Tips: – Be timely. – Be specific. – Focus on behavior, not identity. – Reinforce the positive (and remember the 5:1 rule). Here’s what I tell senior FMCG leaders all the time: Good feedback builds performance. Great feedback builds culture. The best feedback builds trust, and that’s what retains your best people. So next time you hesitate before giving hard feedback? Remember this: → You’re not there to criticize. → You’re there to build capacity. Save this as your cheat sheet. Share it with your teams. Let’s make feedback a tool for growth, not fear. #Leadership #FMCG #TalentDevelopment #PerformanceCulture #FeedbackMatters #ExecutiveDevelop

US Distance Learning Association (#USDLA) had a session noting student success increased when the instructor met with the student 1:1 and provided consistent, constructive #feedback. Having a connection with someone who cares and provides guidance makes a difference to employee success (and #retention) too. Let me ask, who would you prefer to work for? Someone who rarely gives you any feedback on your work, meets maybe monthly for a brief check-in where they ask you to report on your progress and seem busy and distracted or someone who regularly gives you feedback, meets with you regularly, coaches you, listens to your updates and challenges, asks you open-ended questions, and helps you find solutions. I'm guessing the latter where your leader actively provides feedback and regularly meets with you. Creating the connection and having personal conversations is one of the most powerful tools a leader can use to influence a teammates behavior, attitude, and results. This session reminded me of the true value of #leadership. The last 3 years showed we need #leaders who care about teammates as individuals, not just as workers. They show that they are invested in their success and well-being, not just in their output and results. They create a positive and productive work environment where a teammate feels valued, empowered, and inspired. We can focus on #performance but not at the loss of person, it is all wrapped up in one package. Lesson relearned is if we want to see performance success, invest the time to connect with your teammates. Schedule frequent and consistent 1:1 meetings to discuss work and life, provide feedback, and coach them. Use the time to have conversations with your teammates, understand their needs and perspectives, and help them grow and excel. Everyone succeeds then.