Horizon Point Consulting

Category: Performance Management

We provide full service talent management and talent development consulting services. Read our blogs in this category for stories and best practices from real clients and real research on Performance Management.

  • 2 Key Places Where You Need a Rule Breaker

    2 Key Places Where You Need a Rule Breaker

    I was a hardcore rule follower as a child. I didn’t question rules in any form or the adults or organizational or societal factors that put them in place. I was on time, didn’t question when or how things were done in school, on the sports field, in my home, and in my community.  I did all the things I was “supposed” to do.  In fact, I don’t think I thought much about the why and reason behind much of anything, I just did as I was told. 

    For example, if a school supply list told me I needed 48 Ticonderoga brand pre-sharpened pencils (I don’t know if I actually ever had this on a school supply list with such specificity when I was a child, but you better believe my kids do now) on the first day of school, that’s what we brought regardless if it meant going to ten different places to find them.  Also, regardless of whether I liked that kind of pencil or thought they were the best tool to use. And if my mom wasn’t on board, I’d worry her to death until she followed the “rules” to the exact specification. I wasn’t coming with the “wrong” thing on the first day of school.  And the truth is, a lot of this probably helped me succeed in school. Education today is still by and large very much geared towards the industrial revolution environment that created it. 

    Now I see this on a supply list for my kids, and if Target doesn’t have that exact number packaged neatly in that brand, sharpened or not, we get what is available. And I’m getting what’s available for drive-up pick up. I’m not going into the store, and I’m most definitely not going to hunt them down. Invariably, they come in multiples of 18 and that never adds up to 48 evenly and because of all the other rule followers out there, they have zero left of the brand on said supply list.  I’ll grab two Target brand packages of 18 (yes, I know that is 36 not 48, and yes, I know some of you are just cringing thinking anyone would get less than what is on the list) because I know from experience to expect approximately 30 never used pencils to come back unopened in my kids stuff at the end of the year.  I just can’t bring myself to care, or have the time to do it.  What does it matter?  Especially when they don’t even use them!

    Basically, I’ve switched in my old age to someone with a much lower level of rules orientation. Described this way, “people with a high level of rule orientation will have a more rigid view, seeing fewer conditions under which it is generally acceptable to violate rules. People with low rule orientation will have a more flexible view, seeing more conditions under which it is acceptable to violate rules.” 

    Rules orientation is really a sub dimension of conscientiousness, one of the most researched dimensions of personality. And as Psychology Today says, “conscientiousness is generally a key ingredient for success—in love as well as work. It’s also a major predictor of health, well-being, and longevity.” 

    Here’s the breakdown of conscientiousness dimensions in a tool we use to help leaders build self-awareness called the Work Behavior Inventory: 

    Of course, you read through these and most people would think, man I’m going to hire someone that is high on all this stuff! Conscientiousness is, in fact, one of the key predictors of success across almost all job types. 

    But, I’d encourage you to pause on the rules orientation and consider whether you need someone that is high or low on this dimension if you are charged with hiring people.  And if you are considering career direction or wondering why the heck you hate your job so much, I would encourage you to pause and question whether you are low or high on rules orientation. Nothing creates a recipe for disaster more than a round peg in a square hole, and rules orientation is most often the lynch pin. Kris Dunn describes the need to understand rules orientation for cultural fit better than almost anyone else in his Workforce.com post. Read it. 

    So, where do you want to consider hiring someone with low instead of high rules orientation? Or if you are low in rules orientation, where are you going to thrive? I think there are two key spots: 

    1. In start-up and high-growth organizations where you are trying to create things, not maintain the status quo (as Kris’ post states, when you are in need of pirates, not the people in the Navy) you need someone with a lower tendency towards rules orientation.  

    One of the places we really like to use the WBI assessment because of its analysis of rules orientation is when we are advising Alabama Launchpad finalists.  These are entrepreneurs working to create and grow high impact start-ups across the state. A lower level of rule following contributes to higher levels of “Creative Innovator” and “Business Start-Up” occupational fit as seen through the WBI. These people are trying to create something entirely different from the pencil, so they most definitely aren’t following the rules in the pencil buying market in order to succeed.  They want to make the pencil obsolete. 

    2. Secondly, you’ll want to consider the need for low rules orientation folks in organizations that have always played by the rules, heck they invented them, but things are no longer working. Typically, they have major issues on their hands. This is often because they are more concerned with the rules than anything else, and that has led to the downhill slide.  

    These organizations need someone to come in and say, why did you buy that type of pencil in the first place?  Does the supply list even serve a purpose? Do your kids even use pencils anymore in school? Well, they use computers all the time now, so six pencils for the school year will do, and it doesn’t matter what kind they are because they are on a computer now all the time anyway. This is the case where you need to bring in a pirate or a band of pirates to ask a bunch of questions, challenge the status quo, shake things up and fix stuff, also most likely saving you some money too and restoring profitability in the case of for-profit businesses. 

    I find myself in the middle of both these scenarios right now as I’m trying to grow our business and also help a few key clients shake things up.  

    I think I’ll be a pirate for Halloween this year.  I would have never gone for a pirate custom as a kid, probably citing something like pirates are boys (cultural rules and norms).  Well, bring me an eye patch now!  In my view, being a pirate is a heck of a lot of fun.

    Are you a rule follower or a rule breaker?   

     

     

  • Bring Me a Rock

    Bring Me a Rock

    My husband has a great analogy for ineffective communication that goes like this: 

    It’s like when they say, “Bring me a rock”. You go outside, grab the first rock you see, and take it to them. They say “No, we need a different rock.” You go back outside, grab a different rock, take it back, and they say “No, not that rock. It needs to be gray.” And so on and so forth until you eventually figure out that they wanted a big, round, gray rock from the bottom of the Mississippi River. How were you supposed to know that? If they knew what they wanted, why didn’t they just say it? 

    When people experience this type of interaction over and over again, they become less trusting and less engaged with the work. They start to feel like nothing they ever do will be the right thing, because it’s never clear what the right thing actually is. It’s a very demotivating work environment where accountability is high and psychological safety is not: the anxiety zone.

    We should all be working to find the right balance between accountability and psychological safety. In other words, we can absolutely have high standards of performance and a people-first, inclusive culture. I call this Graceful Accountability. 

    If you’ve heard me talk about Graceful Accountability, you know I’m serious about it. I’ve seen countless healthy and unhealthy teams over the years, and the difference is almost always the result of either too much “speak up” or too much “do what we tell you to do”. It’s either so relaxed and accepting that results suffer, or it’s so structured and rigid that people suffer. When we practice Graceful Accountability, we reset the balance. 

    Next time you need someone to bring you a rock, meet them in the middle – figure out what it is you really need and communicate those expectations clearly (accountability), then allow space for questions, discussion, and gratitude (psychological safety). 

    What are you doing now to find the right balance of accountability and psychological safety? 

    —

    Attending the UA HR Conference? Catch Jillian’s session October 27th at 11am. Learn more about #UAHR22 at horizonpointconsulting.com/whatsup. 

  • Crafting a Thoughtful Performance Management System

    Crafting a Thoughtful Performance Management System

    I recently asked a room full of managers representing dozens of organizations if they actually liked their own company’s performance management system. What do you think they said? 

    Some of us may think of Performance Management as a rubber stamp on an annual review. We often don’t think of it as a living, breathing, system. Others of us may think of Performance Management as monitoring what we’re doing wrong. We may not think of it as monitoring and developing what we’re doing right. 

    When an organization thoughtfully designs, implements, and continuously improves a performance management system, it should look like the graphic below, representing a continuous, living cycle. 

     

    OBJECTIVE

    Company objectives should be driven by the organization’s vision, mission, and values, and these objectives should cascade and influence manager and individual contributor objectives. Read more from Mary Ila on 6 Ways to Design Your Performance Management System Around Company Values. 

    How are you writing company, department, and individual objectives? 

    MONITOR

    Progress towards objectives should be monitored regularly, and “regularly” should be a customized cadence that works for your organization. 

    For the context of this post, let’s assume that formal performance reviews are held annually. We recommend formal and informal monitoring in addition to the annual review. This may look like an informal monthly one-on-one and a formal mid-year review with your direct supervisor. 

    How are you effectively and regularly monitoring progress towards objectives? 

    COACH

    If there’s anything you take away from this light reading, I hope it’s that everyone needs coaching. High performers, low performers, and everyone in between. 

    Coaching is critical to successful performance management systems. This is where we catch potential issues and allow time for correction before a formal review period ends. This is also where we acknowledge and reinforce positive behaviors and results in real-time instead of waiting for the formal review. 

    How often are you coaching your direct reports? How often are you receiving coaching from a supervisor? Is the coaching meaningful? 

    EVALUATE

    The formal evaluation is an important element of any performance management system. It often drives rewards (stay tuned), succession planning, and development opportunities. All organizations should have a structured performance evaluation process that gauges the successful completion of objectives (or lack thereof) and sets the foundation for future objectives.

    One of the most critical components of evaluation is that team members be made aware of the evaluation methods and criteria at the start of the evaluation period. In other words, if my performance is evaluated from January to December and my annual review is in December, I need to know by January at the latest what my objectives and expectations are for the upcoming year. I need to know what I’m going to be evaluated on. What chance do I have of performing well if I don’t know what I’m expected to do? 

    When and how are you letting people know what methods and criteria will be used in their formal evaluations? 

    REWARD

    This is where we put our money where our mouths are. In order for a performance review to be effective, the rewards or incentives need to be clear, relevant, and meaningful. Employees want to know: “Why should I work hard to achieve goals? Why does it matter whether I score low or high on a review?” 

    Do your policies clearly outline the rewards structure, including how rewards are determined? Are rewards actually relevant and meaningful to your employees? 

     

    When I asked a room of nearly 50 managers if they truly liked their own organization’s performance management system, only 3 people said yes. What are you doing to help your own managers answer “Yes!” to that question? 

  • Repost! Career Development as Performance Management

    Repost! Career Development as Performance Management

    Career Development is becoming even more relevant in the workforce arena these days. Career Development as Performance Management is a great tool to attract and retain employees. 

    Revisit this blog post from 2021 for ideas on how to use Career Development as a Performance Management (& retention!) tool.

     

    I will be presenting at BSHRM on May 11 on this topic. We would love to see you there!

    Check out where else we will be in the coming weeks here.

  • Is Your Organization In the Learning Zone?

    Is Your Organization In the Learning Zone?

    Over the past few years, I’ve spoken with a lot of organizations about the importance of psychological safety. A 2012 study by Google showed that psychological safety is far and away the most important factor of a team’s success, yet many organizations lack the psychological safety required to be successful. 

    A few years ago, I worked with a client that was going through some major changes and employee morale was at rock bottom. As I began speaking with employees one theme stood out, employees didn’t feel safe speaking up. There were a number of reasons for this, including the fact that they felt their voices weren’t heard, their ideas were shot down or ignored, their requests for improvements fell on deaf ears, and yet they were expected to increase performance, meet tough deadlines, and help get the company out of the red. They were working in an organization that fell into the Anxiety Zone. There was low psychological safety but high accountability.

    Amy Edmondson, a Harvard professor, is the top authority on psychological safety. She has spent the past thirty years studying the effects of psychological safety on work teams and has found that there are four zones that organizations fall into.

    The zones are defined by the level of psychological safety and motivation (keep in mind motivation can be negative or positive) and accountability the team has. The zones are described as follows: 

    Learning zone: In a learning zone, team members experience high accountability and high psychological safety. This is the ideal learning environment for innovation and growth because even though members are responsible for their actions, their team offers continuous support.

    Comfort zone: Team members have high psychological safety and low accountability. While this zone is more relaxed, almost like a vacation, there is no push for creativity and growth.

    Apathy zone: With low psychological safety and low accountability, team members fall into the apathy zone. There are no repercussions for mistakes, teams lack adequate communication and support, and individuals struggle to care about their work.  

    Anxiety zone: Team members experience low psychological safety and high accountability. Communication breaks down and when mistakes are made, people are often too scared of punishment or humiliation to take responsibility. Opportunities for learning and innovation are scarce. 

    Which zone is your team in and if you’re not in the learning zone, how can you help your organization get there?