a manager's most important responsibility
Looking back on the previous performance period, what accomplishments or successes are you most proud of? Why? What were the most significant challenges you faced, and how did you overcome them?*
I met all my targets.
Targets can change significantly over 6 months, so listing a few specific examples helps you and your manager focus on specifics.
I didn't murder Bob when he spilled coffee on my keyboard.
Laudable, but humor and dramatic exaggeration don't belong in your HR records.
I managed to finish a data analysis in time for the board presentation even though Bob got me the data later than he promised he would.
Commentary on Bob's performance belongs in his peer feedback section, not in your self-assessment.
How effectively did you meet the goals and objectives set for you during the past performance period? Provide specific examples. What helped/hindered you in that process?
I didn't meet any of my goals—I suck at this job and you should fire me.
If you didn't meet any of your targets, they were probably unrealistic and your manager should have noticed and stepped in before this review. Pointing out what stopped you from meeting them helps the company do better next time.
I wrote 2718 lines of Python.
That's remarkably specific, but not helpful unless you and your manager agreed at your previous review that those narrow numerical targets would be the sole basis of your evaluation.
What are 2-3 key strengths and how are you utilizing them in your role?
I'm a good listener.
Too vague: what does this mean in practice, how would an external observer know you were doing it (or not), and how does this relate to your role?
I wrote 2718 lines of Python.
That isn't a strength: it is evidence to support a claim that you have a particular strength.
How would team members describe working with you?
I don't know—you'd have to ask them.
Most of us are uncomfortable praising ourselves, so it's tempting to dodge questions like these. However, comparing how you perceive yourself with how your colleagues and your managers perceive you is essential to calibrating your future self-assessments.
What new skills or knowledge do you want to acquire or develop to enhance your performance? How do they align with the company's objectives?
I want to learn how to frobulate bijective queries in Norm.
Setting aside the fact that this response is made-up word salad, is this goal the right size? If you do performance reviews every 6 months, a good goal is one that will take 12 months to achieve. (so that you can check in and make corrections at the half-way mark).
I want to learn how to frobulate bijective queries in Norm.
In addition, how does this help you progress in your career, and how does it help the company? You and your manager might both believe the answers are obvious, but still be surprised to discover that you disagree on what the "obvious" answer is.
I'd like to become a product manager.
Wouldn't we all? Changes of direction are definitely something you should talk about with your manager and HR, but this review is for discussing how you're doing in your current role.
What do you see as your team's biggest challenge in the next six months? How are you preparing for it?
I don't know how to frobulate bijective queries in Norm.
Again with the word salad… But if it is a reasonable response, it is missing the point, which is for you to think one level higher than your personal performance.
I don't know how to frobulate bijective queries in Norm.
What could go wrong for your team in the next six months? Do you think you'll be short-staffed? Required to solve problems you're not trained to solve? Are you worried about morale or last-minute requests for impossible amounts of work? And what could you, your team, and your manager do now to prevent or get ready for those things?
Bob keeps spilling coffee on my keyboard and if it happens again I'm going to lose it.
This is actually a reasonable response. Tensions within a team will affect its performance; most of us are less comfortable talking about them, but if your manager doesn't know there's a problem, they can't try to fix it.
How can your manager best support you?
Just tell me how many functions I'm supposed to write this quarter.
This isn't necessarily a bad response: setting clear goals is one of the most supportive things a manager can do. However, it's very shallow.
Give me $3000 so I can go to conference X.
Your manager probably doesn't have the authority to do this. That doesn't mean it isn't worth bringing up: if enough people ask for a specific change like this, it will prompt your employer to take another look at its policies.
What 2-3 strengths did you see this person exhibit in this performance period? Give examples of how these strengths had a positive impact on the team, department, or company.
They met all their targets.
They demonstrated empathy [example], resilience [example], honesty [example], perseverance [example], and intelligence [example].
The question asks for 2–3 rather than a shopping list of laudatory adjectives because we want to know what this person was particularly good at.
They were much better at meeting their deadlines than Bob.
this exercise is about this person: feedback on Bob should go in Bob's feedback form.
Were there any specific challenges or areas where this person faced difficulties? How did they handle those situations?
They have trouble communicating clearly with me.
Are you sure the fault is entirely on their side? Saying, "We have trouble communicating," would be a better starting point for a discussion. (And if the problem is communication, someone from HR could sit in as moderator and help you both.)
They kept falling behind in their assigned tasks.
How effectively did this person meet the goals and objectives set during the previous performance period? Provide specific examples of their achievements.
They did outstanding work. Really.
Please provide 2–3 examples: even small ones reassure people that you've actually thought about their performance in particular and aren't plastering the same vague pleasantries into everyone's form.
In what areas do you think this person has shown the most improvement since the last review?
They were supposed to learn how to frobulate bijective queries in Norm.
That's not an example of growth or improvement—please focus on the positives in this section.
They're much better at hiding their annoyance when Bob runs over time in the meeting room they have booked for a call.
This isn't something they should have to get better at. If you are giving feedback like this to them, it is your responsibility as a manager to take steps to make sure they don't have to keep doing it.
What could this person do differently to be more impactful in the future?
They should talk to Bob about how they get on each other's nerves.
No: you should talk to them and Bob, both individually and together, to iron this out: that's a core responsibility of being a manager.
They should talk to Bob about how they get on each other's nerves.
When you do this, you should not just split the difference between their positions, because that rewards the person who is being more extreme or unreasonable. Being a manager sometimes means deciding that one person is in the right and one is in the wrong and acting accordingly.
They should learn how to frobulate bijective queries in Norm.
But this was one of their goals in the last round, so what should they do differently in this round to make it happen? "Try again" isn't a particularly useful answer—you should suggest specific changes and be clear about what you are going to do differently this time to help them achieve that goal.
Are there any specific areas where the employee can take on new responsibilities to further their professional development?
They should run a half-day workshop on frobulating bijectives queries in Norm.
Great! But is this on top of their existing responsibilities? If so, does it mean you're asking them to work even longer hours? Or have you (and they) identified something they can de-prioritize or stop doing entirely in order to make time for this?
They should mentor an intern.
Great! Has budget for an internship been approved? Because it would suck to dangle this in front of them and then say, "You can't actually have it."
What 2-3 strengths did you see this person exhibit in this performance period? Give examples of how these strengths had a positive impact on the team, department, or company.
They didn't complain when I ran overtime in the meeting room.
On the one hand, yes, being the better person is a strength. On the other hand, you shouldn't require your colleagues to work around you.
They helped me find a tailor who could alter a suit for me on short notice.
This isn't a bad answer: we all have lives outside of work, and helping people with things that might otherwise be distractions is useful as well as kind. But if you include something like this, please only include one such point: we want to focus on things that happen here at work.
Describe how the employee communicates and collaborates with colleagues across different projects or departments.
They don't, really.
It's OK to say this if it's true: some of us really do work solely with our immediate teammates. However, that's actually pretty rare—if you believe it of someone, the odds are that they are interacting with people, just at times and in places that you don't see, so please check.
They spend too much/not enough time talking with [person or team].
You may be right, but "a lot" and "a little" aren't the same as "too much" or "not enough". What do you base your expectation on?
If you could give this person one piece of constructive advice to make them more effective in their role, what would you say? How would this change impact their work?
We all had to learn to put up with Bob—they should too.
No. There are things we just have to put up with, but truculent colleagues aren't on the list. Advice on how to escalate or address the issue (e.g., "schedule a session with HR to figure out a strategy") is fair game; defeatism is not.
They should speak up more in meetings.
This might be reasonable advice, but be careful about tone policing: some people are just quieter than others.
They should talk less in meetings.
See the above. On the other hand, if someone constantly interrupts or always makes three points when everyone else in the meeting makes one at a time, they may not be aware of it. HR can help you find ways to phrase this diplomatically.
Is there anything you would like to add regarding this employee that will not be shared with them?
They're really good at their job.
This belongs in the part of the form that the employee can see.
They're really bad at their job.
This only belongs here if you have written the same thing (less harshly, with specifics) in the portion of the form that the employee can see.
They are having a lot of conflict with Bob.
This does belong here, but your manager and HR will require more specifics. It's OK to ask HR how much detail is appropriate before filing the form.
To what extent do you agree or disagree with each of the following statements? (5-point Scale from Strongly Disagree to Strongly Agree)
What could your manager do to make your work experience more effective and meaningful?
They should have adopted my genius-level proposal to fabricate DNA using old pop cans and fairy dust!!!
That's looking backward, not forward. Instead, you could say, "I would like them to give me a chance to present my proposals to a wider audience."
Anything else you'd like to add regarding your manager?
She communicates goals and team objectives clearly, meets with me regularly to review goals, and has a strong work ethic.
These are all covered by the agree/disagree questions at the start of this section.
They always take Bob's side in arguments.
This is important feedback, but will be more powerful if you provide specific examples.
FIXME