Tag Archives: Laura Lee Rose

How can a career vision help me with my career

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How can a career vision help me with my career

 Professional Development Series

This is Laura Lee Rose, a business and life coach that specializes in professional development, time management, project management and work-life balance strategies.  In my GoTo Academy: Soft Skill Tools for the GoTo Professional continuous online coaching series, I go into professional development and  real-world IT topics in detail.

If you are interested in more training in these areas, please sign-up for the continuing online coaching series.

There is a saying that “If you don’t know where you are going, then anywhere is fine.”

Steve Wynkoop and I were talking a lot about designing and managing our professional careers on a weekly interview on SSWUG.org.  This episode was about what steps to change your position in the your current company.

The most important step is to clarify what you really want.  As in any success strategy, clarifying your goals (in any endeavor) is extremely critical.

Visualize yourself in 5 or 10 years into the future.  What are you doing?  What is your yearly income? What type of people are surrounding and supporting you? Where are you living?  What type of neighborhood, town, and leisurely activities are you enjoying?

For example:  What if you see yourself campaigning for a senate seat in 10 years?  Or you see yourself a partner and VP of Research and Development at your own company?  Or you own a company with 100 employees in 10 years?

After you clarify your career vision and goals (5 and even 10 years into the future), do the following:

1) Clarify your career vision and goals. [For a dream sculpting worksheet to help clarify your career vision– check out the Worksheets for Success page]
2) Do a self assessment on the skills, attributes, and education required to achieve those career goals
3) Identify the skills and education gaps between where you are today and where you want to be.
4) Put together a 1, 3, 5, 10 year Individual Development Plan designed to achieve those goals and start filling in those gaps. [For a copy of a IDP worksheet – check out the Worksheets for Success page]
5) Include reasonable forcing functions, accountability partners and manager/mentors/coaches to assist you on your journey.
In my GoTo Academy: Soft Skill Tools for the GoTo Professional continuous online coaching series, I go into each step in more detail

For more worksheets (like the individual development plan) check out my Worksheets for Success at https://www.lauraleerose.com/worksheets-for-success/

Links:

Try it and let me know what you think.
If you liked this tips, more can be found at www.lauraleerose.com/blog or subscribe to my weekly professional tips newsletter at http://eepurl.com/cZ9_-/

The weekly newsletter contains tips on:
1)      Time management
2)      Career maintenance
3)      Business networking
4)      Work life balance strategies

If you haven’t taken advantage of your introductory time management coaching session, please contact LauraRose@RoseCoaching.info

 

Keeping a job offer alive

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Keeping a job offer alive

 This is Laura Lee Rose, a business and life coach that specializes in professional development, time management, project management and work-life balance strategies.  In my GoTo Academy: Soft Skill Tools for the GoTo Professional continuous online coaching series, I go into professional development and real-world IT topics in detail.

If you are interested in more training in these areas, please sign-up for the continuing online coaching series.

It’s usually bad news when your job offer is put on hold. Sometimes the offer disappears. So what strategies can you employ to make sure you keep that offer alive even if the employer has to suspend plans for bringing you on board?

Today we are talking about our careers and things we can do to keep moving forward.  Steve and I were talking about when people are pushing their careers forward; and find themselves applying for positions and then waiting; applying and waiting; almost an unending cycle.  Sometimes the jobs can go ahead, placed on hold, temporary hiring freeze, or reorganization issues that suspend our momentum.  What are some of the things we can do to stay on the short list or field of vision?

 

One important acknowledgement is that others will not be as diligent about your career as you.  You are totally responsible for your own career and professional path.  Others can be helpful; but you have to drive that bus.  Some things you can do to increase your chances are:

 

Especially in these economic times, hiring managers, HR and recruiters have hundreds of applicants and resumes in front of them every day.  It’s unlikely that your resume will continually stand-out as time goes by, without some effort on your side.

 

Some things to try with internal job postings:

 

People do business with folks they like, know and trust.

  • Be proactive in staying on their radar
  • Recognize that others are not responsible for your career.
  • Schedule monthly lunch dates, phone call, email an article that they (the recruiting department or team) may be interested in, or an update on one of your current projects that they are interested in.  This level of “touching-base” doesn’t have to be frequent or elaborate.  Just something to remind them that you are still out there and are interested in working with them in the future.
  • Add them to your regular LinkedIn.com professional network and stay on-top of what their department is doing.
  • Make friends and build relationships with the other team members of that group or project area.
  • Invite and escort them to any speaking engagements, seminars or professional association gathering that they might be interested in attending.  By attending the event with them, gives you additional relationship-building time.
  • Clarify the essence of what you are looking for – versus a specific ‘job title’.  Many positions share transferable skills, projects, high-profile results, functions and environments – but they may not have the same ‘job title’.  For instance, a Project Manager, Program Manager and Operational Manager all provide essentially the same functions – but at different scope and level.  Usability Lead, Customer Advocacy Agent, Quality Assurance and Beta Program lead all provide similar functions – but in departments.  You may find an equivalent match in a different area under a different job title.
  • Be open to creating your own position.  If you know want to stay in development but want more hands-on with clients – pitch your own position as a Technical Support Designer that works with high-profile clients to create one-off utilities that are specifically customizes to fit their needs.  Once that client is satisfied – you program manage how to safely implement it into the regular maintenance stream.  This single position combines: Tech Support, Business Requirement Design, Change Management and Program Management skill sets.

Continually demonstrate your worth and value to the company and department

  • The fact that they had to place their hiring on hold because of budget or organizational issues; doesn’t negate their need for resources and help.  It only suspended the “HOW”, not the “WHY” or reason for hiring.  Let them know that you realize that they are currently understaffed and offer assistance (especially in the area or position that you are interested).
  • Keep them updated on what you are working on to see if they can re-use or share your code/libraries with them.
  • Offer to facilitate any code review meetings or document results of those meetings for them – as a way to help them with the tedious documentation compliance aspects of design and development (while at the same time getting the birds-eye view of how they internally work).
  • Facilitate Brown Bag Lunch learning series on topics they are interested in and continually invite them (especially in the area or position that you are interested).

Use this time to become the perfect match

  • Use this time to fill in your skills gap. For instance, if your top competitor for this position has better presentation skills or marketing/sells savvy – use this time to join Toastmasters.org, or some relevant professional organization.  Start networking to bring in potential new clients and sales leads.
  • Report your achievements in those gap areas, such that they see your commitment to continuous improvement.

 

If you are interested in something outside your company – do the above items AND add the following:

 Add technical recruiters to your list of resources.

  • Technical recruiters can skim and filter an abundance of positions for you, without having your resume out there for everyone to see
  • Create a video or Youtube video resume for external recruiters to make use of.

Use your social media contacts

  • Use your social media like LinkedIn.com or other professional pages.  Keep your resume and profiles are accurate and relevant to the position that you are interested in
  • Social media pages (such as Linkedin.com) have Job-Postings.  Take the extra step to look up who actually posted that job and build a relationship with that person through that social media.
  • Start conversations and discussions on your social media pages to be recognized as an expert in this area.
  • Make use of Youtube.com to video your presentations, blogs, articles on relevant technical issues.

Create your own networking opportunities.

  • See what types of networking or speaking engagements others in your ‘dream position’ will be attending in the future – and arrange to bump into them there.
  • Post your speaking engagements and networking meetings on your professional media pages and invite your social network to those events.
  • Post your articles, blogs and vlogs about this field – and follow-up with webinars and chats, to be recognized as an expert in this area.

Try it and let me know what you think.

In my GoTo Academy: Soft Skill Tools for the GoTo Professional continuous online coaching series, I go into this in detail.

If you liked this tips, more can be found at www.lauraleerose.com/blog or subscribe to my weekly professional tips newsletter at http://eepurl.com/cZ9_-/

The weekly newsletter contains tips on:
1)      Time management
2)      Career maintenance
3)      Business networking
4)      Work life balance strategies

If you haven’t taken advantage of your introductory time management coaching session, please contact LauraRose@RoseCoaching.info

 

You can’t get your refund, if you don’t mail in your tax forms…..

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A friend of mine asked me to help a friend of his with their taxes.  I worked on this friend’s (first-removed) back taxes from 2010 with great results.  After filling out some simple forms, his was owed a very nice accumulated refund.  I had the forms done, appropriate W2 forms clipped to the right forms, the envelops addressed and even stamped.  All this gentleman needed to do was to review, sign, fold and mail.  The paperwork mentioned that he would get his refund in 2-4 weeks.

4 weeks later, I asked this friend-first-removed if he had received his refund yet.  He confessed that he has the forms signed, but he has not mailed them in yet.

“Well — you know you can’t get your money, until you mail in forms in….”

 

It’s the same in life and work.  It’s more difficult to get what you really want if you don’t explicitly ask for it and then follow-through with your plan.

  • You want a new position or a promotion; make your manager and mentors aware of your aspirations.
  • You want to speak at local conferences; submit abstracts to those conferences
  • You want a raise or bonus; ask your manager what are the specific requirements to receive a raise or bonus.
  • You want to make extra money; ask HR what other side projects you can do to make additional money. (Some companies pay you for technical articles, patent ideas,  sale referrals, some off-hour billable  tasks, etc)
  • You want to spend more time with family; investigate flex hours, working from home, or 4-day work week options

Is there anything you are procrastinating?

 

This is Laura Lee Rose, a business and life coach that specializes in professional development, time management, project management and work-life balance strategies.  In my GoTo Academy: Soft Skill Tools for the GoTo Professional continuous online coaching series, I go into office etiquette on various real-world IT topics in detail.
If you are interested in more training in these areas, please sign-up for the continuing online coaching series.Whether we a member of the staff or the owner of our own business, thinking like an owner provides additional solutions that we otherwise would never consider.

 

For more worksheets (like the individual development plan,and the individual network strategy worksheet) check out my Worksheets for Success at https://www.lauraleerose.com/worksheets-for-success/

Links:      

Try it and let me know what you think.

 

If you liked this tips, more can be found at www.lauraleerose.com/blog or subscribe to my weekly professional tips newsletter at http://eepurl.com/cZ9_-/

The weekly newsletter contains tips on:
1)      Time management
2)      Career maintenance
3)      Business networking
4)      Work life balance strategies

If you haven’t taken advantage of your introductory time management coaching session, please contact LauraRose@RoseCoaching.info

 

15 Etiquette Tips to Get Ahead

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This is Laura Lee Rose, a business and life coach that specializes in professional development, time management, project management and work-life balance strategies.  In my GoTo Academy: Soft Skill Tools for the GoTo Professional continuous online coaching series, I go into office methods on various real-world IT topics in detail.
If you are interested in more training in these areas, please sign-up for the continuing online coaching series.

Yvette Maurice (http://blog.opencolleges.edu.au/perfect-office-manners-check-list-30-rate/) wrote an interesting article regarding Do You Have Perfect Office Manners? Check This List of 30 To See How You Rate!

I liked it very much.  There are great tips for getting comfortable in your current position.  I then took some of hersame tips (just 15) and modified them for the 15 Etiquette Tips to Get Ahead.

They are strictly based on Yvette’s tips with a twist.

Here are some of the things Yvette listed – but with a small twist to get ahead.  For her unmodified advise, read http://blog.opencolleges.edu.au/perfect-office-manners-check-list-30-rate/

1. Don’t “Blame-storm”  – Get the team to immediately focus on the solutions.

When you see the Blame-storm start, initiation the focus on the solution by saying, “Great, we know what we need to fix.  How do you want this to work from this point forward?”  Focusing on how and why something occurred only keeps you in the same ‘thinking state’ as when the problem was created.  Visualizing how you really want the “entity” to work is really where you want your ‘thinking power’ to be focused.

2. Chewing Gum and other ticks

Everyone has a nervous tick or activity.  Some it’s chewing gum, others it’s twirling their hair or tapping their fingers.  When you see yourself doing your “nervous tick”, use it as a trigger to let you know something is not exactly right.  Then ask yourself these questions:

  • Am I bored? If so, start another project on my todo list.
  • Am I nervous?  If so, do something positive and productive to reduce that nervousness
  • Am I angry or frustrated? If so, think about what you can do right now to reduce those negative feelings.

3. Dressing with Respect BUT FOR SUCCESS

Dress like the person you want to be.  Dress more like the next level up then your peers.  If the managers are dressing in more business attire and your co-workers dress very casual – I recommend dressing more like the managers (or the group that you want to be).  Surround yourself with the type of people you want to emulate.

4. Don’t take Personal Hygiene to extremes

Don’t over-do cologne or perfume.  Many people are allergic to scents in deodorants, soaps and perfumes.  Also be careful with scented candles, if you are in a shared working space.  It’s more of a health and safety issue at this point.

5. Cover Your Mouth and Say Excuse Me

In Yvette’s article, she was commenting on how to handle coughing and sneezing.  My recommendation is to stay home when you are ill.  Often people feel that they are being tough when they come into the office – but actually you are costing the company money.  And no co-worker around you appreciates it either.  Think of it this way.  You come in and work with (infect) 5 people.  Now instead of losing 1 day of work from you, the company is losing 5 people the next few days.  You are also only 40% productive while you are there; and others are also distracted with the thought that they will become sick as well.  With today’s ability to work from home – the best solution is to stay home and help out from home.  You’re get better faster and will be able to produce at 100% then you do arrive in the office.

6. Keep Interruptions to a Minimum

In Yvette’s article, she recommends keeping personal calls to a minimum as to not interrupt your co-workers.  If you work in a cube environment, reserve a conference or team room for those important personal calls.  With the advent of text and on-line instant messaging, many can carry on a quick communiqué from their desk.  And then take the longer (necessary)  conversations to a small conference room (or schedule those at lunch or during outside breaks).

7. If Someone Does Something Nice, be Appreciative AND RECIPROCATE

In Yvette’s articles, she mentions saying thank you for these nice things.  If you want to get ahead, actually reciprocate beyond what they did for you.  If they helped you with a project, send a thank you note to them and copy their managers.  If they mentioned you in their presentation, mention them in yours and ask them to stand up when you give your presentation.  Reciprocate one step beyond what most people would be expecting.  And make sure their manager (and your manager) knows they are helping you.

8. Be Helpful and Cooperate with Your Colleagues to a point

In Yvette’s article, she correctly recommends helping others.  If someone needs help with a copy machine or directions to someplace, please be courteous.  But don’t take too much time helping others.  Don’t take on others people’s problems as your own.  You lose time and momentum on your items.  If your colleague’s problem is aligned with your goals, take the time to assist.  If their issues distract and derail you from your tasks, schedule and goals give them your consult and move on.  Call-in and delegate their problem to the appropriate person.  Remember, your colleague is currently stuck and is just asking for assistance to get to the next step (to get unstuck).  They aren’t necessarily asking you to do their work.  Advising them or calling in the right person for the job is helping.  It doesn’t have to be you doing the actual work; just advise them to their next step so that they are no longer stuck.

Also – be careful you are not training people to continually come to you with their issues.  Teach them to fish.

10. Look After New Employees to a point

The only thing I would add is that – if you are taking much time with a new employee; make your manager aware.   The new employee should already have a ‘helper’ assigned to them.  Get the “helper” involved in orientating the new employee.  If you company doesn’t have an orientation program for the new folks, then make your manager aware that you are helping a new person.  As long as your manager understands where your time is going, your manager can assist with the issue.  Don’t be afraid to talk to your manager about your project progress, your interruptions, and your challenges.  It’s your manager’s job to manage the normal ebb and flows of a project.  Keep them in the loop at all times.

12. Instead of Wait Your Turn to Speak in a Meeting – Create Your Turn

My only recommendation is to get your topics on the meeting agenda.  Meet with the meeting facilitator to add your issues to the agenda.  Tell the facilitator that you will need to leave the meeting at a certain time and ask him/her to put your agenda toward the front end of the meeting.  This way, you can relax and really listen to what’s going on in the meeting, without being worried that you won’t get a turn to speak.  If you want to get ahead, you will want to participate in meetings.  But, as Yvette mentioned, you don’t want to unnecessarily interrupt.  Showing initiative to place your topic on the agenda will allow you to calmly have your turn.

13. Respect not only Your Elders

The only thing I would add is to RESPECT EVERYONE.  You never know who these people will be next year or even next month.  Your co-worker may become the next manager of a sibling department or your department.  You may find that – in order to be on your dream project – you will have to work alongside someone that you don’t normally associate.  You may find out that in order to complete your task; you will need to ask a favor of a sister-department.

14. Manners at All Times but with balance

Although I agree with the general thought of “mind your manners”; don’t be a doormat either.  Take respectful initiative in everything you do.  Be considerate but selective where you put your time.  Keep your own business commitment in mind at all times.  Don’t risk not completing your tasks to assist others with their jobs.  If someone is having a lot of computer problems, call IT for them.   If someone needs a lot of help, advise them to seek their manager.  It’s their manager’s job to make sure his/her employees are running smoothly (not yours).  Make sure your manager is aware of what’s going on with your project – so that he/she may help manager some external distractions that you are encountering.  Keep external interruptions to a minimum, to allow yourself to stay on track.

Keep the airplane rule in mind:  “Put on your oxygen mask before helping others.”

30. And Don’t Nit – Pick!

I’m just skipping to tip 30.  My general rule is to give everyone the benefit of the doubt.  Everyone is actually doing the best that they can with the information and expertise that they currently have.  Everyone wants to do a good job.  Everyone wants to do the right thing.  If you have that attitude, things will look differently to you.

 

Try it and let me know what you think.

If you liked this tips, more can be found at www.lauraleerose.com/blog or subscribe to my weekly professional tips newsletter at http://eepurl.com/cZ9_-/

The weekly newsletter contains tips on:
1)      Time management
2)      Career maintenance
3)      Business networking
4)      Work life balance strategies

If you haven’t taken advantage of your introductory time management coaching session, please contact LauraRose@RoseCoaching.info

If you can drive, you can understand project managing.

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If you can drive, you can understand project managing.

This is Laura Lee Rose, a business and life coach that specializes in professional development, time management, project management and work-life balance strategies.  In my GoTo Academy: Soft Skill Tools for the GoTo Professional continuous online coaching series, I go into office etiquette on various real-world IT topics in detail.
If you are interested in more training in these areas, please sign-up for the continuing online coaching series.
If you know how to drive, you already understand project management.  You may still not want to be a project manager, but at least you understand better their function and value.  In fact, project management and defensive driving have much in common.  Let’s look:

Road Expectations Project Management Equivalent
Traffic patterns and traffic rules Project ground rules, schedules, resources, budgets, etc
You cannot safely go faster than the car in front of your Critical path analysis and task dependencies
Everyone in your lane (even though they have a variety of destinations) really needs to be heading in the same direction Everyone on your team (even though they may have different motives) need to be heading in the same direction.
Car’s break lights are RED for a reason RED FLAGS on a project mean slow down; stop; and re-evaluate.
Motorist pull over for emergency vehicles Projects have recovery protocol charts and plans
Motorists merge temporarily into another lane to get around an accident. Project resources are temporarily redirected to past a blocking issue.
Traffic lights and signs are placed to control the traffic patterns and keep everyone in-synch and on time. Status reports and quality metrics are placed to keep everyone in-synch with the delivery schedule.
Motorists risk lives when they speed and ignore traffic rules. Employees risk the project schedule and create hostility in the team when they ignore the project rules.
Accidents and traffic tickets delay time to destination Defects and morale issues delay project delivery schedules
Optimal routes change depending upon road conditions, weather, traffic patterns, time of day traffic loads, and construction schedules. Projects often deviate from the original route because of various contributing factors such as: resource allocations, equipment failure, outsource/contract disputes, defects in components, scheduled maintenance and security upgrades, etc.
General motorist courtesy: slower traffic stays right, left lane reserved for passing only, leave enough space when you change lanes (no cutting off people), allow people to merge into your lane, etc. Project meetings have certain courtesy ground rules: No interruptions, allow everyone to speak their opinions, no arguing, allow the option to change direction (as long as the destination stays the same).
Yield the right of way Abide by the priority of the team goals (not just your own agenda).
Pedestrians have the right of way Keep the client perspective in mind at all times.  Project Managers need to also be a client advocate
Motorists encounter detours because of unexpected road constructions – but their final destination is the same. The natural flow of a project will have some detours – but the final destination always stays the same.
Getting angry at the non-moving traffic doesn’t make the traffic move any faster. Getting upset at the lack of visible project progress isn’t helping.  Either take constructive action or be confident that things will eventually move along.
Road rage Sometimes there is road rage in the boardroom or office meeting.  It’s as dangerous in the office as it is on the streets.
Texting while driving may cause something to be missed and end up in a fatality. Texting and multitasking in a project meeting will cause something to be missed and end in a delay in schedule.
Bridges ice first Project pieces not well grounded or rooted, are risky.  That is why you have Risk Analysis and Risk Management as part of the project manager’s toolbox.
Different cars handle differently on the road. All employees and resources are not the same.  You need to handle them individually.
Want more help?   Setup a one-on-one chat session or email consult with LauraRose@RoseCoaching.info

Do you have what it takes to be a good project driver? 

Take this online project driver test to find out….

How a diet tip helped me get a work-related request accomplished.

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I know this sounds strange, but I used a diet tip that I read from Micheal Thurmond’s “6 Day Body Makeover”  – to accomplish career critical tasks.

The diet tip is about  ‘how you stay on your meal plan when you go out to eat’.  The tip suggest that if you want substitutions (for instance a healthier vegetable as opposed to a high-caloric side dish) – then peruse the menu for vegetables.  If the kitchen is already offering broccoli on a different menu entree, then it is more likely that they will not have a problem substituting broccoli for your side dish.  If you don’t see that vegetable on any of the menu’s entrees, it’s less likely that your request will be granted.

Yes — that’s a great diet tip, but what does that have to do with collaborating with others in the work environment?

Well — take this example:

I am a vendor for an organization.  This organization has not been proactive in promoting our series (of which they get a revenue share).  Since it’s to both of our advantage that this series is successful, I searched for low-hanging fruit items for them to implement to increase our exposure and promotion opportunities.  So — I did the following:

  1. Investigated what they are already doing for other vendors in regards to promotions.
  2. Mocked up similar buttons and video clips for our series.
  3. Proposed integrating these things along with the other things they are already doing.

Since they already had the mechanism in place for the other vendors, they had no problem slipping my things in that same mechanism.

How about this example:

You want to attend an out-of-town conference.  Your company has  a tight budget.  Although they will give you paid-time-off (without the cost of a vacation day), they didn’t initially approve the cost of the conference or travel expenses.  What if you did the following?

  1. Investigated which of your high-profile clients are also attending this conference.
  2. Contacted the sales/marketing person associated with those specific clients to catch up on any current issues and promotion opportunities.  Ask their opinion if their client would be interested in meeting the actual developer of their product (to discuss future and current feature lists)?  [Most clients jump at the chance to talk to a developer]
  3. Propose a technical support/sales event, such that with one trip (to this conference)– you can visit this specific list of high-profile clients.

What if you designed the proposal like that above?  Would you have improved your changes?

What to find out about a handful of professional tools and cheat sheet for your use?  Check out the  10 Tools in 10 Minutes video at:

 

Why Do Workers Keep Searching Out Jobs

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Two recent surveys found that a majority of full-time workers continue searching out job opportunities, usually online and often through social media. What are the pluses and potential pitfalls of being on the search continually.
There are often many reasons for job-window-shopping:
1) If workers are not satisfied with their current work environment, they will continually look elsewhere.
The advantage to this is that many people can handle a ‘bad working environment’ as long as they see a light at the end of the tunnel (a potential new position in the horizon).
2) People are always curious. We window-shop. We want to see what is out there. Like window-shopping, people like to compare their current wardrobe to see if anything is missing, etc. It doesn’t necessarily mean that they are wanting to ‘jump ship’. This is an advantage to everyone if you take this new desire and new knowledge to your manager to see if there are appropriate jobs opportunities in your current company that fits what is attracting you out there. Management would be prudent to hold frequent career development one-on-one meetings, so that they understand what their talented employees are looking forward to doing. It the employee sees that there is no ‘next step’ within their current company, they should feel allowed to look more seriously at their next step outside of their current company.
3) People need to feel valued and want to be continually challenged in their area of passion.  At a certain professional level, it is not ‘money’ that satisfies.  It is more likely to be a combination of money, autonomy and mastery opportunities that are more aligned with the individual’s passion and talent.  If management isn’t listening, they are likely to loose their most valuable employees — because it is the talented that walk and the weak that stay.
4) If management uses this opportunity to negatively affect the employee’s advancement opportunities, then management is short-sighted. The employee is doing what they need to do to create the most effective and efficient match between what they want to do with their careers and what they are actually doing with their careers. The employee is acting responsibly. Management would be acting responsibly by listening and reviewing current company opportunities that better match their employee’s talents and passion.
Do you have a ‘ready-to-use’ resume or press kit?  To get a sample Professional Press Kit worksheet,

Secrets to Taking Command of Your Own Performance Review Part II

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Secrets to Taking Command of Your Own Performance Review Part II

This is Laura Lee Rose, a business and life coach that specializes in professional development, time management, project management and work-life balance strategies.  In my GoTo Academy: Soft Skill Tools for the GoTo Professional continuous online coaching series, I go into office etiquette on various real-world IT topics in detail.
If you are interested in more training in these areas, please sign-up for the continuing online coaching series.

In the recent interview with Steve Wynkoop (founder of SSWUG.org) we covered some tips to taking more control of our own performance evaluation process (don’t miss another professional newsletter tip—signup for the free newsletter here). This article covers the topic in more detail.

Last interview and article, we quickly mentioned the Personal Business Commitment tool as a great way to communicate your goals and commitments to your manager.  But what makes up a Personal Business Commitment plan? Who creates it? Who approves it? How does it fit in the performance rating process?

Let’s take these questions individually.

What makes up a Personal Business Commitment plan?

The PBC contains a list of high-level business goals (typically handed down from the executive and management ladder).  The goals could be similar to:

1)     Increase sales by 50% by year end

2)     Retain 100% current clients and increase 10% of new client

3)     Release at least 3 new high-quality, in-demand products/service by year end

4)     Reduce incoming Customer Complaints by 50%

5)     Resolve 100% of critical and high-level complaints with 72 hours of issue.

6)     Resolve backlog of customer complaints by 75%

Once you have your manager’s business commitment goals, you can draft your personal business goals to support them.

Also create an IDP (Individual Development Plan) to accompany your PBC.   This plan will outline how you intend to stay up-to-date on the new technology and critical business skills.  Include any intentions for external professional coaching, internal mentoring programs, job-sharing opportunities, conference attendance, etc.  Make sure your IDP ties in with your PBC and your manager’s PBC goals.

The intent is to have a blueprint for the year.  If you know where you are heading, it’s much easier to get there.

My upcoming “Taking Command of Your Performance Review” Workshop will go into detail on this topic.  It’s a three-hour workshop (75 minutes of presentation content and 90 minutes of actual hand-on coaching of the provided worksheets). At the end of the workshop, you will have a customized PBC and IDP started.

For more information on this critical workshop, see https://www.lauraleerose.com/take-command-of-your-performance-reviews/

Who creates it?

In the idea world, the PBC is a two-way street.  Your manager would share his/her PBC goals with you (which he/she created from their manager’s PBC and so forth up the ladder).  Then you would create your PBC and commit to your SMART goals that will support your manager in his/her goals.  Your Business Commitments are just that; commitments to the business to make the business prosperous and successful.  (See my articles on always ‘thinking like the owner’ for more tips on this; or subscribe to the weekly newsletter here)

If your manager hasn’t created his/her PBC goals, initiate a one-on-one discussion.  Request a meeting in which the sole purpose is to walk out with a set of PBC goals in which tie your PBC.

Who approves it?

Both you and your manager collaborate and approve it.  It requires both signatures.  Often times, the manager would then have his/her manager sign-off on it as well.  It is critical that you have it documented and signed, because a change of manager often occurs.  If this documented and signed, you can have something to refer to with the new manager.

How does it fit in the performance rating process?

Once this is created and approved, it becomes a living document.  Every time a directive or project is changed, review your PBC to see if the document is still accurate.  If your management chain is altered, review your PBC with your new manager to see if the document is still accurate.  If you title, roles and responsibilities change, review your PBC to see if the document is still accurate.

Take the initiative to schedule quarterly performance progress reviews with your manager.  Use your PBC as the agenda for those critical meetings and request frequent one-on-one meetings in the interim.   The more performance-based meetings you conduct with your manager, the less anxiety the yearly review will

Conclusions:

Don’t wait until the last minute to prepare for your performance review. Consider everything that you do in the work environment as input into your performance evaluation process.  Keep an achievement folder to continually collect your accomplishments (until waiting until the last minute to remember them).  Read the follow-up articles in this series for more information.  Or better yet; attend the workshop at https://www.lauraleerose.com/take-command-of-your-performance-reviews/

Design your next performance review workshop

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Greetings from Laura

I just completed a great lesson plan on “Designing your next performance review.” for my online coaching series.  I’m really excited about the materials, techniques and alternative references that I have been including in this subscription based lessons-learned series.
But this particular episode holds a particular soft-spot in my heart.   Most of my professional friends are disappointed at one time or another about a recent performance appraisals.   This particular lesson outlines several easy steps to assure an exceptional review.

If you would like this on-line class material (at no cost and one-time limited offer), please fill in this order form.  No credit or payment information is required.

My hope is that you will find the material very valuable and decide to subscribe to this continuous on-line coaching series.

Even if you decide not to enroll in the series, please use this particular lesson to your best advantage.

Warmly,
Laura Lee Rose

Design your own performance review

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In my GoTo Academy: Soft Skills Tools for the GoTo Professional continuous online coaching series, we cover real-life professional dilemmas such as the below.
If you are interested in more training in these areas, please signup for the continuing online coaching series.

Do these feelings sound familiar?
  • Made it through my yearly eval with only one ‘below expectations’ – the overall eval was ‘average’.
  • I was prepared for the absolute worst.
  • Someone who had their eval earlier that day handed in their resignation immediately after getting their eval
Is this the way you really want to approach your performance review?  Take the time NOW to visualize what you really want your performance review to report.  Then set upon a plan of action to achieve those SMART goals.  You will be much more successful if you use the work-year to actually create your perfect performance review, versus just letting it happen without your design input.
Other things to incorporate:
  • YOU initiate quarterly reviews of your performance (if going well — more frequent if you are not on target)
  • YOU articulate your performance goals to your manager
  • YOU keep track of your achievements throughout the year that illustrate your accomplishments of these goals
  • YOU ask your manager on what projects and opportunities he/she  commends for you to accomplish your performance review goals.
Most people act as if  their career goals and accomplishments are their manager’s responsibility.  This is actually a false premise.  If you are interested in more tips on how to take more control of your professional development and career, please check out my on-line coaching academy series.We talk more about how to incorporate this philosophy into the real-world professional environment in my on-line coaching academy series.  <check out our GoTo Academy: Soft Skills Tools for the GoTo Professional>