Don't undermine a year of hard work.

Here are 13 tips to crush your next performance review🧵
Why take my advice?

✅I've personally reviewed more than 500 people

✅I built & ran the performance management system for 1000's more

✅I did this at Bridgewater, where we monitored individual performance 24/7/365
1/ Get in the right mindset

- This is a meeting that you need to embrace, not fear

- This is a process you can influence, not guarantee

- This is a negotiation, not a debate
2/ Define success

You win if:

- You are assessed fairly and accurately

- They perceive you to be an owner and partner

- They believe you're an asset to be invested in and nurtured

You lose if:
3/ Prepare. Then prepare some more.

- Write 👏It 👏Down

- Cater to your manager's style.

- Dress rehearse with a friend or mentor.

- Make sure you know your company's process.

- Check market data on @payscale & @glassdoor.
4/ No surprises

If an employee is surprised in a review, the manager failed.

Tip: Show the same respect - send your self-review in advance.

You're:
- signaling how critical a fair review is
- giving them a chance to adjust their perspective in advance
5/ Be accurate

Headline: 95% of you will undersell your contributions.

- Don't be modest, be accurate.

- Use data to tell the story - OKRs, KPIs, etc.

- Refer to those notes - don't let early season wins be forgotten
6/ Be humble

Remember: negotiation, not debate.

- Include wins & losses. Own the losses with honest reflections.

- If your manager doesn't have to convince you of reality, they'll focus on your improvement.

- Need to defuse the conversation? Ask for advice, not feedback.
7/ Be realistic

- This is one meeting, you can't fix it all in 30 minutes. But you can do damage.

- Understand how your company & team performed. You're rarely the exception.

- Shoot for the upper bounds of what you can defend with data. Make it easy for them to say yes.
8/ Be creative

Know what's most important to your long-term goals:

- Grade
- Raise
- Equity
- Promotion
- Rotation
- Sabbatical
- Training
- Mentorship

Optimize the list w/ your manager to create the most value.

Hint: compensation comes in many forms.
9/ It's YOUR meeting

Have an agenda. Own it.

Listen for:

- Recency bias - if you hear "last week", reset to full year goals w/ wins and losses

- Patterns related to both your goals (impact) how you achieved them (style)
10/ Leave with clear, tangible agreements

- Numbers: grades, comp, etc.

- A title, an endorsement, a training course, etc.

- Set a time to meet in a couple weeks, because...
11/ Next year's review starts now

- Set clear goals & measures.

- Be flexible thru the year. Dynamic companies reward dynamic employees.

- Find early wins, course correct fast if needed.

- Who influences your boss? Find a way to create value for them.
12/ Loop or leave

If you are underperforming:

- Be honest in your diagnosis - you can only fix what you name

- Be collaborative in your plan - correct both performance & perception

- Be biased towards action - motion generates data & confidence
13/ Know your value

What will make you walk out the door?

Remember:

- You're almost ALWAYS more expensive to replace than pay fairly

- Your worth is far greater than your role in ANY company

- You are too VALUABLE to settle for less than great.
Whoa! This really took off. You are all incredible.

If you think it can help others, please give a retweet.
And if you're interested in practical guides to:

- maximize your career
- navigate the future of education
- build a small business in public

Please give me a follow.

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