Best Practices for Performance Reviews

One of the toughest tests of your leadership isn't how you handle success. It's how you navigate disagreement. I noticed this in the SEAL Teams and in my work with executives: Those who master difficult conversations outperform their peers not just in team satisfaction, but in decision quality and innovation. The problem? Most of us enter difficult conversations with our nervous system already in a threat state. Our brain literally can't access its best thinking when flooded with stress hormones. Through years of working with high-performing teams, I've developed what I call The Mindful Disagreement Framework. Here's how it works: 1. Pause Before Engaging (10 seconds) When triggered by disagreement, take a deliberate breath. This small reset activates your prefrontal cortex instead of your reactive limbic system. Your brain physically needs this transition to think clearly. 2. Set Psychological Safety (30 seconds) Start with: "I appreciate your perspective and want to understand it better. I also have some different thoughts to share." This simple opener signals respect while creating space for different viewpoints. 3. Lead with Curiosity, Not Certainty (2 minutes) Ask at least three questions before stating your position. This practice significantly increases the quality of solutions because it broadens your understanding before narrowing toward decisions. 4. Name the Shared Purpose (1 minute) "We both want [shared goal]. We're just seeing different paths to get there." This reminds everyone you're on the same team, even with different perspectives. 5. Separate Impact from Intent (30 seconds) "When X happened, I felt Y, because Z. I know that wasn't your intention." This formula transforms accusations into observations. Last month, I used this exact framework in a disagreement. The conversation that could have damaged our relationship instead strengthened it. Not because we ended up agreeing, but because we disagreed respectfully. (It may or may not have been with my kid!) The most valuable disagreements often feel uncomfortable. The goal isn't comfort. It's growth. What difficult conversation are you avoiding right now? Try this framework tomorrow and watch what happens to your leadership influence. ___ Follow me, Jon Macaskill for more leadership focused content. And feel free to repost if someone in your life needs to hear this. 📩 Subscribe to my newsletter here → https://lnkd.in/g9ZFxDJG You'll get FREE access to my 21-Day Mindfulness & Meditation Course packed with real, actionable strategies to lead with clarity, resilience, and purpose.

Next time you start a new job, do this in your first month: Create a personal accomplishment tracker. It doesn't need to be fancy. 👉 A blank section of a notebook 👉 An empty Excel spreadsheet  👉 A new OneNote or Notion page Just make it something you'll be able to find and access easily. Then set a 15-minute block somewhere in your week to come and record wins. "Wins? But I literally just started, I'm still training." That's okay! Write down the small stuff. ✅ Finished onboarding paperwork!  ✅ Conversation with skip manager!  ✅ Ran my first report in the new CRM! The idea is to build the weekly habit of writing down wins BEFORE you get busy. In time, you'll have ever-growing list of all the awesome stuff you've done and the progress you've made in your new job. This is immensely helpful for several reasons: 🤝 Supervisor Updates & 1:1s It's SO much easier to prepare for these when your past self is reminding you of the most important things you did last week. 💼 Performance Reviews & Promotions Justify your raise by showing your leaders all the ways you added value this year. Advocate for yourself and prove that you're ready for that next role. 🖹 Resume Updates It's hard to remember your metrics from years ago. Start writing your future self's resume NOW. Just make sure your tracker is saved somewhere you'll still have access to when you leave. 😊 Confidence Whenever you're discouraged or feel imposter syndrome creeping in, go read your list. Remind your present self that you ARE adding value. You ARE good at your job. Starting this habit early on in your new role is super helpful, and it's something I regret not doing more of throughout my career. And to everyone who's reading this and saying, "I started my job ages ago, I guess I missed the boat, huh." There's no reason you can't start this habit today. How do you track your professional accomplishments? 

✨ New resource: a PM Performance Evaluation template Throughout my 15+ years as a PM, I’ve consistently felt that ladder-based PM performance evaluations seem broken, but I couldn’t quite find the words to describe why. Early on in my PM career, I was actually part of the problem — I happily created or co-created elaborate PM ladders in spreadsheets, calling out all sorts of nuances between what “Product Quality focus” looks like at the PM3 level vs. at the Sr. PM level. (looking back, it was a non-trivial amount of nonsense — and having seen several dozens of ladder spreadsheets at this point, I can confidently say this is the case for >90% of such ladder spreadsheets) So that led me to develop the Insight-Execution-Impact framework for PM Performance Evaluations, which you can see in the picture below. I then used this framework informally to guide performance conversations and performance feedback for PMs on my team at Stripe — and I have also shared this with a dozen founders who’ve adapted it for their own performance evaluations as they have established more formal performance systems at their startups. And now, you can access this framework as an easy to update & copy Coda doc (link in the comments). How to use this template as a manager? In a small company that hasn’t yet created the standard mess of elaborate spreadsheet-based career ladders, you might consider adopting this template as your standard way of evaluating and communication PM performance (and you can marry it with other sane frameworks such as PSHE by Shishir Mehrotra to decide when to promote a given PM to the next level e.g. GPM vs. Director vs. VP). In a larger company that already has a lot of legacy, habits, and tools around career ladders & perf, you might not be able to wholesale replace your existing system & tools like Workday. That is fine. If this framework resonates with you, I’d still recommend that you use it to actually have meaningful conversations with your team members around planning what to expect over the next 3 / 6 / 9 months and also to provide more meaningful context on their performance & rating. When I was at Stripe, we used Workday as our performance review tool, but I first wrote my feedback in the form of Insight - Execution - Impact (privately) and then pasted the relevant parts of my write-up into Workday. So that’s it from me. Again, the link to the template is in the comments. And if you want more of your colleagues to see the light, there’s even a video in that doc, in which I explain the problem and the core framework in more detail. I hope this is useful.

In my first year as a manager I alienated one of my reports by giving him too much feedback in a direct and pointed way. The feedback was "right" but delivered to bluntly and thus unwelcome. Just because you “can” give feedback doesn’t mean you should. The power of your feedback comes from the trust you build with your reports. Here is how you can build it: The most important thing to understand is that even if you have the institutional authority to deliver this feedback (your title), you need the relational authority before you can deliver it effectively. Read this line again please - doing so will help you avoid either giving pain or making problems for yourself (I did both). This means that your reports need to trust and respect you before they will listen to any feedback you give. You can build this trust and respect by: 0) Being Empathetic I was too blunt. I thought that only being right or wrong mattered, not how I said things or the judgment in my tone and words. I lacked Emotional Intelligence (EQ). How you say things matters, and this means not just the words you say but the real intent behind them. My intention in that early review was not truly focused on helping the person, but rather on scolding him into better behavior. I'm not surprised he reacted poorly to it. 1) Being Consistent Good managers are consistently giving feedback—both bad and good—to their reports. Make sure you are recognizing and acknowledging your employees’ strengths as much (or more) than you are pointing out their areas for improvement. This will make them feel comfortable with you pointing out room for improvement because they know you see them for more than their flaws. 2) Never surprise someone with a review. This is related to point 1. If you are consistently giving small pieces of feedback, a more serious piece of negative feedback should not blindside your employee. They should know that it is coming and understand what the issue is. 3) Deliver corrective feedback ASAP, and use clear examples. As soon as you see a pattern of behavior that needs to be addressed, address it using clear evidence. This gives the employee the chance to reflect on the behavior while it is still fresh in their minds, not months later when their review comes around. 4) Check in to confirm that you are being heard correctly Ask the employee if they understand the feedback you are giving and why you are giving it. 5) Be specific enough to drive change The more specific behaviors and examples you can use to support your feedback, the better your employee can understand that you aren’t speaking from a place of dislike or bias. This also gives them more concrete references to inform their behavior change. Readers—What other ways do you build a relationship before giving feedback? (Or, how have you messed this up?)

I’ve been interviewing candidates for a new role and there’s one thing I’ve seen 90% of them struggle with: sharing the story of their career achievements. But don’t worry—I’ve got a simple hack that can help you overcome it: ✏️ Create a monthly ritual to review and document every significant work win, and turn each into a mini-case study. Documenting your wins regularly will save you HOURS when you prep for your next interview—plus it’s great fodder for: ⤷ your annual performance review ⤷ your 1x1s with your manager ⤷ your resume Here’s my 3-step process: 1️⃣ Weekly Check-in: Turn work ➡️ wins ⤷ Start a weekly habit of documenting your wins (grab my free template in the comments). ⤷ Block 30 minutes on your calendar every Friday to hold yourself accountable. ⤷ Ask yourself, “What did I accomplish this week that moved the needle?”   2️⃣ Monthly Recap: Turn wins ➡️ headlines ⤷ Identify 1–2 significant achievements and summarize them using this formula: [Action Verb] + [Specific Metric] + [Timeframe] + [Business Impact] ⤷ Make a bullet-point list (so you can stay organized and repurpose it for your resume later!) ⤷ Include dates and timelines for your own records—you’ll use them in step 3.   3️⃣ Quarterly Story-Building: Headlines ➡️ stories ⤷ Identify your top 3 quarterly wins. ⤷ Start a fresh document and map out each of those wins using the STAR method: ️ ⭐ Situation: What was the context? ️⭐ Task: What was your specific responsibility? ⭐ Action: What steps did you take? ⭐ Result: What measurable outcome did you achieve? ⤷ Ask AI to help you share that information as a story. Here’s the prompt I like to use: ✍ Can you help me turn this achievement into a story using the STAR framework for an upcoming interview for a [title here] role? Please keep it concise. [paste win]   Here’s what this looks like in action 👇 ⤷ Weekly win: March ’23 → Decreased CPA by 28% & increased conversion by 15% ⤷ Monthly recap: Optimized paid search campaigns in March 2023 that decreased CPA by 28% while increasing conversions by 15%, resulting in higher profit margins for the company. ⤷ Quarterly story: When I joined the marketing team in January 2023, our paid search campaigns were generating leads but at a high CPA, with budget constraints approaching in Q2.I was tasked with reducing CPA without sacrificing lead volume. In March 2023, I audited our campaigns and implemented three key changes: restructured ad groups with tightly-themed keywords, refined match types with strategic negative keywords, and A/B tested value-focused ad copy. By month-end, these optimizations decreased cost-per-acquisition by 28% while increasing conversion volume by 15%, saving budget and creating a scalable framework for future campaigns. What are your tips for storytelling in your interviews? I’d love to hear them. 

Most teams aren’t unsafe— they’re afraid of what honesty might cost.👇 A confident team isn’t always a safe team. Real safety feels like trust without fear Psychological safety isn’t about being nice. It’s about building an environment where truth can exist — without penalty. Where people speak up because they believe they’ll be heard, Not just to be loud. Here’s how to create a space where honesty doesn’t feel risky: 10 Ways to Foster Psychological Safety in Your Team 1️⃣ Acknowledge mistakes openly ↳ Normalize imperfection so everyone feels safe owning up. 2️⃣ Ask for feedback on your own performance ↳ Leaders go first. 3️⃣ Celebrate questions, not just answers ↳ Curiosity signals trust. 4️⃣ Pause for the quiet voices ↳ “We haven’t heard from X yet. What do you think?” 5️⃣ Replace blame with ‘Let’s find the cause’ ↳ Shift from finger-pointing to problem-solving. 6️⃣ Speak last in discussions ↳ Let others lead; you’ll hear their raw perspectives. 7️⃣ Reinforce confidentiality ↳ Discuss ideas without fear they’ll be shared publicly. 8️⃣ Encourage respectful dissent ↳ Conflicting views spark creativity. 9️⃣ Admit you don’t know ↳ Authenticity paves the way for others to do the same. 🔟 Offer thanks for honest feedback ↳ Show appreciation for candor, even if it stings. 1️⃣1️⃣ Set clear expectations for respectful communication ↳ Clarity creates comfort and consistency. 1️⃣2️⃣ Create space for personal check-ins, not just work updates ↳ Human connection builds trust faster than status updates. 1️⃣3️⃣ Invite rotating team members to lead meetings ↳ Empowering others signals trust and grows confidence. 1️⃣4️⃣ Support team members who take thoughtful risks ↳ Reward courage even when outcomes aren’t perfect. 1️⃣5️⃣ Recognize effort and growth, not just outcomes ↳ Celebrate the process, not just the win. Psychological safety doesn’t grow from good intentions, It grows from repeated proof that honesty matters more than perfection. ❓ Which one will you try first? Let me know in the comments. ♻️ Repost to help your network create safer, more trusting workplaces. 👋 I write posts like this every day at 9:30am EST. Follow me (Dr. Chris Mullen) so you don't miss the next one.

When I spoke to Dell Technologies employees at SXSW earlier this year, a woman asked me how to deal with the awkwardness of being a manager to someone who is the same age as you. She mentioned feeling “weird” telling someone she considers to be a friend about areas that they need to improve in. While I remember throwing together a sub-par answer at the moment, I’ve taken a bit more time to think through my advice on this topic since being asked. I often speak on best practices for navigating the workplace under your boss and alongside your team. This past year, I’ve also taken on the role of being a manager to my own team of similar-aged women to myself, while still feeling personally very “early” in my career. Take it from me: it can be a bit awkward providing face-to-face feedback with direct reports that are close to your age. For those of you in similar positions, here are three tips to make your next performance review with your DR a tad less difficult: Acknowledgement: As dumb as it sounds, acknowledging the awkwardness is often the best way to start these performance-based discussions with similar-aged direct reports. As the Queen of Self-Deprecation and telling bad jokes in tense moments, this comes quite naturally to me, but if it doesn’t for you, try starting the discussion with “look, I’m new to this too, so let’s work together on getting through the awkwardness.” Trust me, it lightens the mood. Two-way street: Create a level playing field from the start by acknowledging not only their positive attributes and growth, but also areas where you may be lacking in management. If you arrive at the review with nothing but a list of critical feedback and zero areas of potential self-improvement, I can almost guarantee that your employee will be less receptive to criticism and will lack motivation to make change. I always kick off my performance reviews with a slide on “Things I Suck At” to both provide a few laughs and open the floor for my employee to comment in a genuine way on ways I can manage better. Plus, with every negative critique in life, it hurts less if you say it first yourself ;) Future visibility: It’s important to always ask your employee about their long term aspirations and how you can support them more in achieving those dreams. Despite being the same age, there’s a reason you’re the one managing them! How can you show them that you can provide genuine value to their career? Can you introduce them to someone in the organization who can help them develop a certain skill? Can you allow them to shadow a project that piques their interest? It’s crucial for all employees to feel that they are on the path to success in their careers, and that their manager will support them in that, no matter what age they are. Best of luck, managers!

It’s performance review season – including at Glean. I often hear the same thing from leaders: the process is broken. Reviews are biased, overly focused on what’s recent or easy to recall, and require exhausting manual effort, digging through tools to piece together past work. I appreciated David Ferrucci’s recent piece in Fortune, which explores what happens when AI doesn’t just help us work, but actually evaluates that work. In his case, AI made “invisible” effort visible. At Glean, that future is already here. This cycle, every employee is encouraged to use our self-review agents to help draft their reviews. Our engineering self-review agent, for example, automatically pulls contributions from GitHub, Jira, Slack, and Drive to generate a structured, evidence-backed summary. And our customers are doing the same thing. By grounding reviews in actual work – not memory – they’re making the process faster, fairer, and more accurate. With the right AI, performance reviews stop testing your memory, and start reflecting your impact. https://lnkd.in/gjV3cnrZ

We all want to reward employees fairly, yet decades of research--and for many people, their lived experience--show that bias persists. In other words, for the same performance, people earn less or more due to managerial error. New research from researchers at our Stanford VMware Women's Leadership Innovation Lab shows that many interventions are only targeting half the problem. Bias shows up both in how managers describe (view) performance as well as how they reward (value) behaviors. Viewing biases often show up in how performance is described differently based on who is performing it. Men’s approach may be called “too soft,” thus “subtly faulting them for falling short of assertive masculine ideals.” Valuing biases can show up as the same behavior being rewarded when men perform it but not when women do. Examples from the research show that men benefitted when their project specifics were described, whereas women were not. So the same description and behaviors showed up in reviews, but they were only rewarded on men’s. What can be done to curb biases? ✅ Standardize specific guidelines for how managers should view employee behaviors and assign corresponding rewards when giving employees feedback and making decisions about their careers. ✅ Help managers catch bias in both viewing and valuing. ✅ Monitor these impacts from entry level to executive leadership. It turns out that as the criteria shift, so can the way these biases work. A key lesson from our research shows that the work takes discipline, consistency and accountability. These steps may seem like a lot of “extra” work, but at the end of the day, managers also benefit when they weed out biases and fairly promote the most talented employees. Article by Alison Wynn, Emily Carian, Sofia Kennedy and JoAnne Wehner, PhD published in Harvard Business Review. #diversityequityinclusion #performanceevaluation #managerialskills

Managers often resist performance appraisals—not just because they’re uncomfortable, but because deep down, they feel uneasy about passing judgment on another person’s worth. This insight, drawn from a 1972 Harvard Business Review article, remains just as relevant today. Douglas McGregor argued that traditional performance evaluations put too much power in the hands of managers while treating employees as passive subjects rather than active participants in their own growth. Instead, he advocated for a shift: let employees set their own performance goals, reflect on their progress, and work collaboratively with their manager to course-correct. This approach was groundbreaking then, and it still challenges the way many organizations operate. Despite decades of leadership development, many companies continue to rely on top-down, judgment-heavy appraisals rather than empowering employees to take ownership of their growth. The world looks different today—more remote work, shifting employee expectations, and a stronger focus on autonomy—but the core truth remains: people perform better when they have agency over their own development. Three takeaways for leaders today: (1) Turn Appraisals into Coaching Conversations Instead of judging past performance, help employees define clear, meaningful goals and guide them forward. (2) Shift from Evaluation to Self-Reflection Encourage employees to assess their own progress first. They often hold themselves to a higher standard than managers do. (3) Recognize That People Aren’t Products Performance reviews aren’t about "quality control." Employees aren’t widgets on an assembly line—they are individuals with evolving skills, aspirations, and challenges. McGregor’s ideas may have been ahead of their time, but they still hold a mirror up to how we manage talent today. If leaders want engaged, high-performing teams, they need to stop controlling and start empowering. How do you approach performance conversations in your organization? #performance #collaboration #coaching #teams #leadership #learning #growth #reflection #management #managers #conversations https://lnkd.in/e_tk9_DB