It’s Not How the Game Is Played

Morgan was hanging with me. He had never considered the conversation-as-relationship in the dynamics between the team member and the manager. We had been working on his performance review process.

“Morgan, it’s not the form from the office supply store. It is the conversation. In fact, think about the form. The form actually works against the conversation. It summarizes the complexities of human behavior into numbers.”

Morgan mounted a defense. “That’s why we have the person rate themselves first and then the manager. That way, if they disagree, the two have something to talk about.”

“Morgan, it is a game of tit for tat. A game. What happens when the manager wins the game?”

“Well, the lower the score, the easier it is to justify a lower adjustment to compensation.”

“And if the team member wins the game?”

Morgan stoppped. At first he wasn’t sure. Finally, he replied, “The team member never wins the game. It’s not how it’s played.”

So, in the long run, what impact does this process have on performance. Is there a better conversation that should be happening between the team member and the manager? -TF

The Conversation is the Relationship

Morgan was finally thinking about purpose. What was the purpose of the performance review in the first place? What was the performance review supposed to accomplish?

“Morgan, what is the most critical factor for both team member performance and team member retention?”

At this point, Morgan was gunshy, he hesitated to respond.

“Let me ask this differently,” I continued. “What is the most critical relationship for both team member performance and team member retention?”

Morgan’s face relaxed. “That’s easy. It’s the relationship between the team member and the manager.”

“Good, now let’s build on that. How important is the conversation between the team member and the manager?”

“Pretty important, I guess,” said Morgan, going tentative on me again.

“Here is why it’s important. The relationship between the team member and the manager is the critical factor for both performance and retention. And the conversation is the relationship.”

What kinds of conversations are happening between your team members and your managers? -TF

Conversation is the relationship described in The Heart Aroused by David Whyte.

What is the Purpose?

Morgan handed me a stack of the files which contained copies of previous performance reviews.

“I see here that you are using a 1-5 scale with 1 = poor and 5 = exceeds expectations.” Morgan nodded. I continued, “Scanning down the list, I see that you have tons of 3s and only an occasional 2 or a 4, never a 1 or a 5.”

“That’s easy to understand,” said Morgan. “We don’t have to explain a score of 3. If we rate a 2 or a 4, we have to provide a written explanation. And even if someone deserves a 5, we never give it, because then they might ask for a raise.”

“And, tell me again, what is the purpose of this review?”

“Well, our HR person says that if we have to fire someone, we need to have a bunch of 1s and 2s in the file. Something about avoiding wrongful termination.”

“Morgan, have you ever been up against a labor attorney in court?”

“Not really,” Morgan replied.

“Morgan, have you ever had to explain to an attorney exactly what a 2 means?”

“Not really.”

“Morgan, with all due respect, this little form is not going to get you very far in a wrongful termination suit. There has to be a better purpose for this performance review process.” -TF

A New Way Around the Holy Grail

I let Morgan puzzle for a while. I had just questioned the Holy Grail of management processes, the annual performance review.

Finally, I broke the silence. “Tell, me, do you really look forward to this annual tennis match all based around this form you bought at the office supply store?”

Morgan had begrudgingly conducted performance reviews for 15 years. He had never considered that this process might be counter-productive to performance.

“Not really,” he replied. “I just thought it came with the territory of being a manager.”

“You are right, it does come with the territory, but I want you to think about a whole new way of conducting this conversation.” -TF

No Correlation to Productivity

“I can’t believe this list. Look at this. I have 14 performance reviews I have to conduct in the next three weeks. And I just used the last form off of the pad this morning, so I have to send someone out to the office supply store to pick up some more. I wonder if all this is worth it?” lamented Morgan.

“What would Dr. Deming say?” I continued, answering my own question, “I believe Dr. Deming would say, NO. In his research related to TQM, he found no real correlation between performance reviews and productivity. Sometimes, I wonder if performance reviews don’t work against the intentions of a performance feedback loop.”

Morgan was puzzled. The last thing he thought he would hear from me was that I might question the entire performance review process. -TF

Collect Stars

“Can we try another value? We had a problem with our last supervisor. He would never follow the guidelines on expenses for his work area. If he needed something, he would always buy the most expensive item available. Is that a value? I would like to interview for that.” Patricia sat down, satisfied that we would now work on her hiring issue.

“If I were a Boy Scout,” I said, “and I was, I would call that the value of thrift. So, here is how we create the interview question. How does a thrifty person behave?”

Patricia was back in the limelight. “A thrifty person would evaluate whether we truly needed something or not, then look at the alternatives, along with our budget and make a responsible decision within the guidelines.”

“So, frame a question from that,” I pushed.

Patricia thought. “Tell about a time when you had to buy a piece of equipment for your work area. Step me through, how you determined the need, and how you bought the equipment.”

“Perfect, in the hiring interview, just collect STARs. Situation, task, action and result. You will make a better hiring decision.” -TF

Interviewing for Values

The room got noisy, a little commotion at each table with a question from the corner. “But what about values. Isn’t it important to interview for values?”

“So, how do you interview for values? Can you see a value?” I asked. The room was still noisy, but there was no response to the question. “Perhaps, if we narrowed the question to something more specific. Which value did you have in mind?” Several hands went up.

“Loyalty,” someone shouted, “I want my team members to be loyal, loyal to me, loyal to the team, loyal to the company.”

“Okay, let’s take loyalty,” I replied amidst the clamor. “Remember, I don’t want you to play amateur psychologist, I want you to play to your strength as a manager. Ask yourself this one simple question. How does a person, who is loyal, behave?”

“They will put the team ahead of themselves. They will carry out a team decision even if they don’t necessarily agree with it.”

“Good. That is what you interview for. Find out a situation where their team made a decision they did not agree with. Ask them what the task was, the action they took and the result. If they tell you how wrong the team was and how they complained to upper management, it is likely they will fault your team decisions and complain to your management.”

It’s a simple question, how does a person, who is loyal, behave? -TF

Misinterpreting Responses

“I still think it is a valid question,” Raymond remained adamant. “I want to know where they think they will be in five years. I think I can interpret a lot from that.”

“Raymond, I don’t want you to interpret anything in the interview process. The likelihood that you will misinterpret the response is too high for that to be a valuable question. It will give you minimal insight and introduce confusion into the interview process. You will make a hiring decision based on something you are trying to interpret. Your interpretation is likely to be wrong and it will tend to color the rest of the interview.”

Raymond’s face betrayed his stomach. He remained defensive. He had hung so many interviews on that one famous question.

“Raymond, you end up relying on your gut feeling, because you have not established anything else in the interview process on which to base your decision. It is no wonder you are not satisfied with the candidates you have hired in the past.” -TF

Play to Your Strength

Raymond still looked puzzled. I think I had him talked out of playing amateur psychologist when interviewing candidates, but asking him to play to his strength as a manager was still fuzzy.

“Look, Raymond. As a manager, you can spot positive behavior and negative behavior on the shop floor. As a manager, you are an expert in positive and negative behavior. That’s the key. All you have to do is ask questions about situations in their prior work experience. Find out what the task was, their actions (behavior) and the final result. All I want you to do is collect STARs. Situation, Task, Action, Result. The actions they took will tell you how they will behave when they come to work for you.”

Past behavior is the best predictor of future behavior. All you have to do is find out what it was. -TF

Amateur Psychologist

“How many of you took a psychology course in high school or college?” I asked. A few hands went up. “And how many of you have a degree in psychology?” Most of the hands go down, still leaving one in the air. “And are you certified by the state to practice either as a psychologist or a psychiatrist?” The single hand dropped.

We were talking about hiring and the tendency of the manager to try to climb inside the head of the candidate to discover motivations and intentions. “Stop trying to play psychologist! You are not qualified to do it,” I said, looking straight at Raymond.

“But, I think it is a valid question,” snapped Raymond. “I just want to see where their head is at.”

“That’s the problem. You are not trained to make that kind of psychological evaluation. Listen,” I continued, with another question, “How many of you, as a manager, can spot positive behavior out on the floor?” The hands were tentative, but every hand in the room went up. “And how many of you can spot negative behavior out on the floor?” All the hands rose higher. “And how long does it take for you to spot it?”

“Immediately, on the spot, right away,” came the replies.

“Here it is, then. Stop trying to play amateur psychologist, you are not qualified. Play to your strength. You can spot positive and negative behavior in an instant because you are a manager. Play to your strength as a manager. Especially during the hiring interview.” -TF