Leadership Blog Series: Performance Excellence During Periods of Uncertainty and Transition

Written by MSU HR Organization and Professional Development

Whether your department plans to continue remote work, switch to a hybrid model, or bring everyone back to campus ASAP, Performance Excellence discussions likely have a different feel this year. The reality is that Performance Excellence—annual, probationary, and interim reviews, performance planning and goal setting—is very much needed despite all the recent and upcoming transitions and unknowns. Here are some tips to help you stay on track with these important discussions regardless of how and where the conversations take place.

Keep with it

Do not postpone coaching, feedback, 1-on-1 sessions, or performance reviews during this time. Our instinct may be to put off these conversations until things are “back to normal.” However, the opposite is true. Due to the highly unusual year we’ve all experienced, it’s imperative to connect with employees right now. Even in times of crisis, people still want to know that their long-term growth and success haven’t been forgotten.

Now’s an ideal time to revisit goals and keep the focus on the future. Identify opportunities, quickly communicate changes to your staff, and prepare them for potential pivots. Don’t ignore performance issues or delay accountability conversations. It’s as important as ever to address these matters as soon as possible. Put in the work now to help avoid larger issues in the future.

Establish, re-evaluate and reiterate criteria for success

Amid so many changes, consider establishing new definitions of success. Think short-term, well-defined, and task-based. Take a goal-based approach to performance measurement that focuses on clearly defined expectations and standards—for example, SMART and HARD goals or objectives and key results (OKRs)—to allow for a more flexible or task-based approach where metrics don’t exist or can be deceiving.

This is especially important when evaluating teams working from home. It is critical for those teams to focus on clearly defined outcomes and performance indicators (e.g., metrics, goals, deliverables). Don’t mistake activity and participation—such as emails, meetings, or hours on a timesheet—for high-quality, productive performance outcomes. Clear, established goals provide a straightforward way for both the supervisor and employee to truly gauge success.

Shift your perspective

As some employees remain remote and others return to the office, it’s important to re-tool our ability to read performance. Put effort into deciphering the increasingly blurry line between work and life. As one manager put it, it’s necessary to now “balance the need for flexibility that’s specific and supportive to the individual’s needs with the need to also somehow be equitable to others.” This will require effort on your part with thoughtful consideration of what your employees need as individuals and as a team.

With a few changes to our thinking and approaches, the Performance Excellence components of goal setting, performance planning and measurement can continue to benefit your employees, your team as a whole, and you as a supervisor. Visit the Performance Excellence pages on the HR website to find tips, tools and relevant forms. The Conducting Annual Performance Reviews Remotely page provides additional assistance for working with remote employees.

Performance Excellence Resources

Do you have a Performance Excellence annual review and/or planning meeting coming up soon? Performance Excellence is a collaborative process between MSU support staff and their supervisors that ensures employees are continually developing their skills to contribute to the success of the university. Employees should be meeting regularly with their supervisors to discuss their Performance Excellence development plan and goals for the year. This encourages everyone to stay engaged and allows goals to be adjusted if needed. Whether you are an employee or supervisor, we have resources to help you get the most out of the Performance Excellence process.

Conducting Annual Performance Reviews During Remote Work

Many MSU employees are working remotely during this unprecedented public health situation and the following guidance should help supervisors continue to conduct annual performance reviews. If you are unsure whether you should be conducting annual performance reviews, please contact your HR representative.

Virtual Annual Performance Review Guidance

Steps to Complete the Review

  1. Follow the usual steps to prepare for the Annual Performance Review discussion and the Performance Planning for the next performance cycle. Find tips to prepare here.
  2. Follow your unit’s defined process for performance reviews. Complete all internal unit requirements and procedures as directed.
  3. Provide a copy of the completed review form to the employee prior to the meeting. We recommend sharing the form with the employee in advance of the meeting by email, so they have time to prepare for and fully engage in the discussion. At a minimum, share your screen during the virtual meeting so your employee can see the completed review form.
  4. Hold the Annual Review meeting using remote collaboration tools. Find tips to prepare here and tips to conduct the meeting while working remotely below:
    1. Conduct the review using video chat options to allow for a more personal connection with your employee. MSU has great collaboration tools available.
  5. Complete the Performance Planning Form for the following performance cycle. Find tips to prepare here.
  6. Schedule regularly occurring times for ongoing coaching and feedback throughout the next performance cycle.

Find Tips and Tools on the HR Website

Find additional tips and resources for conducting and completing the Annual Performance Review during this period of remote work on the HR website. There is a wealth of information available about Performance Excellence on the HR website including:

  • Detailed info about the process
  • Required training
  • Learning opportunities to help meet performance goals
  • Related forms
  • Tips and tools for success

Visit the Performance Excellence webpage and then select whether you’re looking for resources for employees or supervisors.

Questions? Contact the HR Solutions Center at SolutionsCenter@hr.msu.edu or 517-353-4434.