How to Have a Performance Conversation

At some point, if you employ or man­age peo­ple you’ll need to address poor performance.

Like many peo­ple, you prob­a­bly aren’t champ­ing at the bit to talk to staff about their fail­ure to perform.

But the sooner you have that dif­fi­cult con­ver­sa­tion, the sooner you can address the issue and move on.  Let it fes­ter, and not only will per­for­mance con­tinue to decline, but your cred­i­bil­ity and abil­ity to nego­ti­ate new, agreed terms will be seri­ously undermined.

Here’s how to get things back on track with­out throw­ing the baby out with the bathwater.

Be timely

The sooner you can have the con­ver­sa­tion the bet­ter — prefer­ably imme­di­ately after an inci­dent has occurred, or as soon as you notice per­for­mance isn’t up to scratch.

Be direct

Beat­ing around the bush won’t make any­one feel bet­ter. If you make it per­fectly clear why you’re there, no-one will be left guess­ing about the weird con­ver­sa­tion they just had with their boss.

Be respect­ful

Peo­ple per­form bet­ter if they’re allowed to main­tain their dig­nity.  See my post on Speak­ing the Bru­tal Truth (but gen­tly).  Always, always, have per­for­mance con­ver­sa­tions in pri­vate.  Praise in pub­lic and crit­i­cise privately.

Use the sand­wich technique

This is basic but effec­tive — sand­wich your crit­i­cism between two slices of praise.  You should start pos­i­tively, to estab­lish good will, and end pos­i­tively, so that the expe­ri­ence is remem­bered more favourably.  This isn’t sugar coat­ing, it’s just effec­tive com­mu­ni­ca­tion that makes the most of our emo­tional nature.

Focus on oppor­tu­nity, not issues

Point out exactly what needs to change — but dis­cuss it in terms of the oppor­tu­nity to improve, rather than sim­ply crit­i­cis­ing the per­son, their work or their behaviour.

Set clear expec­ta­tions and boundaries

Leave no doubt about what must hap­pen.  Set tar­gets and goals with your employee.  When­ever pos­si­ble, make sure there is a due date and you’ve set expec­ta­tions that you can mea­sure.  Write it down so there can be no argu­ment down the track.  And if things go pear shaped, you’ll have doc­u­mented evi­dence of a per­for­mance agree­ment.  You don’t want to deal with Indus­trial Rela­tions issues with­out documentation.

Dis­cuss next steps

Now that you’ve built a pos­i­tive envi­ron­ment for explor­ing the per­for­mance issue and clearly and respect­fully set new expec­ta­tions, you need to fol­low through.  By no means is the per­for­mance con­ver­sa­tion all sun­shine and rain­bows.  You need to make it clear to your employee what will hap­pen if expec­ta­tions aren’t met, or bound­aries are crossed.  This needs to be writ­ten down and agreed to by all par­ties too.

Remem­ber that the whole pur­pose is to improve someone’s per­for­mance — and they have to do it them­selves.  If they won’t, or can’t change things, even­tu­ally they will have to go — you can’t afford to have the wrong peo­ple in your business.

Let me know your favourite tips for hav­ing suc­cess­ful per­for­mance conversations.

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One Response to “How to Have a Performance Conversation”

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  1. Tui says:

    Hi James,

    From an obser­va­tional per­spec­tive, I would like to drop some feed­back about your pre­sen­ta­tion last week to the group about this topic. It was very well received and I con­grat­u­late you for gain­ing pos­i­tive group inter­ac­tion. You pro­jected your infor­ma­tion well to the audi­ence and the par­tic­i­pants were inter­ested and pleased to hear what you had to say. You are a nat­ural com­mu­ni­ca­tor, as I like to think that I am too. As you grow more into pub­lic speak­ing, your style and tech­nique will evolve until you find out what works REALLY well.

    The pre­sen­ta­tion “8 Con­ver­sa­tions That Engage” by Karen Schmidt was also inter­est­ing where it con­cen­trated on Human Resources and how you can con­duct these con­ver­sa­tions that gets results dur­ing the employ­ment life cycle. Your pre­sen­ta­tion links into the inner cir­cle of this topic in more depth.

    Please keep it up and I look for­ward to see­ing more ver­bal pre­sen­ta­tions from you at AIM or any other con­fer­ence gath­er­ing. I encour­age you to pro­mote your upcom­ing pre­sen­ta­tions to the wider forum to gain expo­sure across the board.

    Cheers,

    Tui

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