Performance Planning
It’s that time of year; it only comes once a year.
Yes! It’s your annual performance review. Really, it is
the one time of year that you get to pat yourself on the back and
provide examples of the things you have done over the course of the
past year that justify a salary increase, and in some cases, a
promotion. There are some things you can do to ensure that you
receive the recognition you deserve; a lot of this is dependent on
what you do to prepare. Here are some tips to help you.
1. Make sure that you track your achievements and
contributions commencing from the last review you had. This record
will ensure that you don’t forget key projects or
achievements. Keep good notes so that you are able to recall
information and present it during the appraisal process.
2. If you complete a project and can get a note or letter from
a superior detailing the positive contribution you made that is a
wonderful way to provide backup that other people found your
contributions valuable.
3. Keep yourself organized; track project dates and
contributions so you can quickly reference a particular situation
where you added value. If business increased, present figures
supporting the organization’s growth.
4. Present your supporting documentation three or four weeks
before your scheduled review date. Oftentimes paperwork is
completed for salary and other increases prior to the scheduled
review date. In an effort to influence any decisions, submit your
evidence early.
5. Display information in a clear and easy to understand
format. If you want to call attention to certain details, you might
highlight phrases or numbers that demonstrate results.
6. Establish the tone of your performance review discussion by
presenting the things that you feel made the most impact. Establish
a positive and productive discussion to highlight the things you
want to make known.
7. Recognize that your superior might reference some things
that you need to improve upon. Do not make the interaction
controversial in any way. Instead, proactively indicate how you
will make improvements in areas referenced. Offer solutions rather
than excuses.
8. Demonstrate your willingness to pursue professional
development, training courses or certifications to show your
commitment to ongoing learning. It will also reveal your
willingness to continue to expand your skills.
9. If you are not satisfied with your increase, it is fine to
indicate as such. You can request a review again in six
month’s time to see if there is an opportunity for an
unscheduled pay increase.
Take constructive feedback well and don’t become
defensive. Set the tone for the positive year to come.
