You might not want performance conversations to be personal, but trust me, they are very personal to your employees. Their livelihood is at stake. Their capability is in question. The consequences are incredibly high. My job is to stay calm and bring structure to it. Otherwise, it can become a tangled mess. Ideally, I’ve set clear expectations upfront. And they’ve been getting feedback from me at a regular clip. But sometimes, we must step back and ask, “Where are we?” Here's how I structure those conversations: 📌 My first question: "Do they see it?" Do they appreciate what’s needed to meet or beat expectations? Do they understand how and why they’re coming up short? If "No," you need to get them there. How? Asking them to self-assess can give me useful intel. You can also finesse this by getting others to provide feedback. Different words can often break through. If they do see it... 📌 "Do they want to fix it?" If the answer is "No," the path becomes painfully obvious. You can’t have people in the role that don’t want to meet it. And people willingly leaving their role is easiest. How? Finesse it by previewing the severance or exit package. Identify roles they might thrive in. Chances are they're frustrated, too. Or if they’re a great fit in the wrong role, you can discuss a trial elsewhere in the org. Finally, if they see it and want to fix it... 📌 “Do they know how?” If not, this is a great place to coach. Use questions to guide them in the direction you need. If they write the map, they tend to follow it. If they know how and are not improving, there are two possibilities: -> They’re not making the change. -> They’re making it, and it’s not helping. In either case, the fair choice for your team and for them is likely an exit. These conversations are always challenging. But they're nearly impossible when we don't have a plan. You can have conversations, or you can lead them. In moments of high emotion, clear is kind. If you found this post helpful: - Please repost ♻️ to help other leaders - Follow Dave Kline 🔔 for more posts like it - Subscribe to my MGMT Playbook 📕 (in bio) Join 30K leaders and get access to 75 practical playbooks + working templates for every challenging management moment.
There’s not enough people talking about this very important topic Dave - it can be awkward at times, but it’s an incredibly important part of the management job
Very helpful! Love the framework here.
I like the idea of starting with self-assessment. It gives employees ownership of the process, Dave Kline.
The question that most leaders don't want to face is, "Is it time for this person to exit?" It's a hard pill to swallow because many leaders take it personally when their team doesn't perform. But the truth is, if you're doing all the steps in the process, nothing is personal. You've given your underperformer a chance to improve, but it's up to them to keep it going. You can provide the environment, but they also need to do the work.
This is real and those conversations aren't transactional; they're emotional. Self-regulation should be a foundational trait taught to every aspiring leader. Really valuable share!
It's a really good point here about the gap between how personal it is for the leader and the employee. Sometimes leaders don't appreciate how loudly employees hear them. We have to be careful with our words because they carry force with the team. More than we think, Dave Kline. Nice flow chart, too.
Love the framework here. Great way to navigate these difficult conversations while leading with logic and empathy. 👏
Epic playbook, Dave! Looking forward to using this.
Performance conversations are deeply personal, and having a structured plan like this keeps them productive and fair.
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