4 Types of Performance Conversations for Leaders and Managers (2024)

Performance conversations are extremely important in your job as a manager. A fundamental part of your role is giving feedback to improve your team's effectiveness as well as helping each member develop their skills and career. In this post andpodcastwe're looking at the four broad performance categories:Underperformers, Average to good performers, High performers and High potentialand the things you need to be mindful of when you’re discussing with your team members where they sit on the scale. We’ve developed a simple template to make it easier for you too and it can be used in several different and very useful ways, some of which we discuss below.

The first thing to know about performance ratings and conversations is that it’s crucial to be as clear and definitive as possible so you can all be on the same page. Using consistent criteria that have been agreed upon is key. In this way, when you offer feedback, it's not your opinion but a measurement on a scale upon which you and your team members have reached consensus. The template is designed to help you solidify this.

Discussing performance reflectively

We’ve seen our template used by senior leaders engaged in talent management conversations and workshops. They’ve discreetly written down the names of those they manage and have then been able to discuss matters amongst themselves with commonality around each performance definition.

When discussing performance, include things like skills, achievements and strengths and to what degree each person is performing as per expectations. If they're under-performing, include why and in which areas. Add evidence and explain what you see that leads you to this conclusion. It may take some thought and reflection to be able to define and articulate what you mean but you must be clear about what behaviour, characteristic, thinking style, etc. you’re describing as being underperforming. Look at your team every six months and check whether team members have continued at the same level or, if they’ve dropped off, ask yourself how and why that may be.

Discussing performance in one-on-ones

Use the template in your one-on-one meetings to add measurement to your observations and feedback. Be careful to include behaviours, characteristics and achievements before you have that discussion. If necessary, have the team member repeat the observations back to you in their own words so you can be sure you’re both on the same page so to speak.

Discuss as a team for all round agreement, clarity and setting expectations

Team-building isn't just about making towers of spaghetti sticks. Using the template is a great way to build team capability and discussion around performance. Write the four categories on a board and ask your team to describe what each performance category looks like. In this way, it’s not just you the manager being subjective about definitions. You’ll arrive at a consensus as a team, and this will set you up for ongoing performance discussions.

If there’s a high enough level of trust, you could even take it to the next level and ask,“As your manager, if I was underperforming, what would that look like? Or if I was a solid, high-performing manager, what would you say?”Be prepared for some interesting answers!

Discussion with the underperformer

With an underperformer, define where underperformance is happening by asking yourself questions such as:

Is it their behaviours or what they're delivering that’s under-performing?

Is it in the timing or the quality of their work?

Is it a problem with their communication skills or delivery?

Either you or you and your team get to decide what underperformance looks like. Remember, in one team or organisation, underperformance could be good, while in another team, the same performance could be seen as average.

In a conversation with someone who’s underperforming, you might find they don’t have a great level of awareness. Asking them to put themselves in one of the four categories is most likely to prompt the ‘average’ response. Be gentle, be respectful, don't have a script but do have a plan. For example, you could use their response as a springboard and say,"Oh, that's interesting. Why do you say that? What are some of the things you're doing that would put you into that category?" Then, you can say, "Now it's my turn. Well, I would put you into underperformance and the reason being is there are these things that I've observed..."Then, start to dialogue.

Discussion with the average to good performer

These are the solid performers who do a good job but not a great one. They come in, do their work, don't light up the sky, but they keep things ticking over. They might be down at the lower end of average or at the top end where they’re good but not quite at high-performance level. Remember, it's all about definition. You might consider using a scale from one to five, where five is at the top end and one is at the lower end of the scale. You want help shift those ones up to fives.

And, remembering the 80/20 rule, be mindful of where you're putting your energy, time and attention. Don’t labour over minor issues. Focus instead on those that are likely to yield a result if they are fixed.

Discussion with high performers

This conversation will definitely be different. One thing that we at People Leaders really drive home is that you must be careful not to load up your high performers with all the work. We find that because they’re high performing and don’t cause you any problems or take up lots of your time, you know they're a steady, reliable safe set of hands. And so, because we know they're going to do a really good job, we tend to load them.

Some high performers want to be loaded up since their aim is to become competent in their field and step up to the next rung. But it’s important to have the conversation and ask,"Am I hitting the mark in terms of the level of work and how much I'm expecting of you?"And of course, give them the feedback around why you consider them a high performer and what you appreciate about their performance. Don't take it for granted.

The conversation with a high performer should be around skill, achievement, ability and next steps. What role are they looking towards? What can you groom them for? In every conversation, check-in with them about whether they have enough juicy projects to keep them satisfied. Let them know that you’re on the lookout on their behalf.

There will be high performers who are career-oriented but there are also those who are extremely competent but want to stay where they are for now. Everyone’s different and you only know who’s who when you ask the questions.

Discussion with the high potentials

Firstly, let’s be clear about the difference between a high potential and a high performer. They may be new to the role or new to the organisation, but a high-potential person is someone who may not be good in their role right now, yet you can see they have the potential to achieve greater things in their career. This category is about attitude, skill, capability and, importantly, the questions they ask. Again, it’s important to have clearly articulated what ‘high potential’ looks like in your organisation.

It’s an art and a science

So, the key is to start by being clear and agreeing what each category of performance looks like upfront, because this is where these conversations can come unstuck. Creating a definition is something of an art and a science - there is some fluidity to it, but there’s also logical planning and you really need to do the work. However, we assure you, you’ll be paid back in spades. It’s so rewarding when you get it right.

Have a look at thetemplateand perhaps share it with your colleagues or team. If you have a mentor or a coach, use it with them. And please,let us know how you go.

To view the original article on our website click here.

4 Types of Performance Conversations for Leaders and Managers (2024)

FAQs

What is performance management conversation? ›

A performance conversation, which you may also hear referred to as a performance discussion or dialogue, happens between an employee and their direct supervisor. The purpose of such a conversation is to discuss the current state of an employee's performance and to look forward to the future for ways to improve.

How do you conduct a performance conversation? ›

5 Management Tips For Employees Performance Discussions
  1. Avoid Small Talk. Acknowledge that this is going to be a difficult conversation about serious performance issues. ...
  2. Provide Concrete Examples. ...
  3. Listen to the Employee. ...
  4. Make Your Expectations Clear. ...
  5. Document, Document, Document.

What are five major differences between leadership and management? ›

Differences between Leadership and Management
LeadershipManagement
Strategy used is ProactiveStrategy used is Reactive
Leadership is based on influenceManagement is based on rule
Focuses on inspiring changeFocuses on establishing stability
Emphasis on Inspiring peopleEmphasis on managing people
2 more rows

What factors do managers need to succeed in an effective performance management system? ›

Keys to Effective Performance Management

These include: Establish and communicate (verbally and in writing) clear, detailed goals and performance expectations. Provide coaching, training, support, time, and resources to help the staff member succeed. Monitor and observe staff member's performance.

What are the 4 areas of performance management? ›

The performance management cycle involves four primary stages: planning, monitoring, developing, and rating & rewarding, and then loops back to begin anew.

What are the 4 performance management steps? ›

The basic components of a traditional performance management cycle are planning, monitoring, reviewing, and rewarding. These steps help organizations set goals, track progress, share feedback, and recognize great work. They look different depending on the organization.

What are the 5 words performance review? ›

Evaluation Sheets For Employees - What are the 5 words performance review? A simple, direct, honest, and personal way to evaluate performance is the five-word review.

What is a performance conversation summary? ›

Performance reviews should be a conversation — not your chance to dole out directions and criticisms to your employees without pausing. Make sure you ask questions about how they feel about their performance, what things they think they need to work on, and what goals they'd like to set moving forward.

What makes a performance conversation meaningful? ›

More frequent meaningful conversations create space to build and rebuild trust. A thoughtful, supportive, individualized approach is key. Performance conversations should always include recognition for accomplishments, opportunities for improvement, and planning around what's next.

What are 4 differences between a leader and a manager? ›

Leaders create a vision, managers create goals. Leaders are change agents, managers maintain their status.. Leaders create relationships, managers create systems.

What are any four key differences between managers and leaders? ›

What's the Difference Between Leaders and Managers?
LEADERMANAGER
Leaders coach people to become a better version of themselvesManagers direct people to achieve the company goal
Results of leadership are intangibleResults of management is measurable
Leadership is qualitativeManagement is quantitative
7 more rows

What are the three motivational qualities that leaders have? ›

The three most important qualities of a leader are emotional intelligence, compassion, and the ability to inspire greatness in their employees. These qualities are essential for engaging and retaining talented employees and helping those employees thrive in both their personal and professional lives.

What are the five areas of performance management? ›

All five component processes (i.e., planning, monitoring, developing, rating, rewarding) work together and support each other, resulting in natural, effective performance management. Effective employee performance management encompasses the five key components presented above.

What are the key ingredients of successful performance management? ›

The Pillars of Performance Management. Performance management is not just a one-time event but an ongoing cycle that's crucial for the growth and success of any organization. The bedrock of this cycle is constituted by five essential pillars: Planning, Monitoring, Developing, Rating, and Rewarding.

How do managers control employee performance? ›

Recognition is a key part of a good performance management program. Acknowledging and appreciating each employee's good work and the value they drive for the business gives each team member confidence and pride. This can elevate morale and, in turn, lead employees to invest even more in improving their performance.

What are examples of performance conversations? ›

7 Discussion Points to Cover during Performance Conversations
  • Objectives and SMART Goals. ...
  • Personal Development and Career Growth. ...
  • Give Employee Feedback. ...
  • Employee Issues and Concerns. ...
  • Are Employee Skills and Strengths Being Utilised? ...
  • Personal, Team and Organisational Priorities. ...
  • Managerial Help and Support.

What is performance management in simple words? ›

'Performance management' describes the attempt to maximise the value that employees create. It aims to maintain and improve employees' performance in line with an organisation's objectives. It's not a single activity, but rather a group of practices that should be approached holistically.

Why are performance conversations important? ›

The more frequent the performance discussions between manager and employee are, the more open-minded and honest the employee is likely to be around project/day-to-day progression and any obstacles they are facing.

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