You know it is going to happen! I think this is an excellent time to prepare for it.  You can bring the most important items to light, and calculate how to frame those performance issues where you were deficient.  There is no subject that you need to be more prepared for.

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There is no time that is more important, or as intimidating, as annual performance appraisal time.  You probably don’t think that there’s much to be gained in this process.  If so, I vigorously disagree with you.  It is an important time of the year that evaluates your performance for last year, and sets the tone for the upcoming year.  You can have significance impact in this process and document.  Because it is a lasting document, and impacts everything from your salary to your future employment I urge you to insert yourself into the process early.

The sales profession is fairly objective from the standpoint of meeting goals.  As I said a couple of posts ago, “You can lie about the numbers but the numbers don’t lie.” In the end, the numbers or lack of numbers will define your future, but your best bet is toframe the situation correctly, enunciating what you have done and what you need to strengthen.  Remember, you will have the edge, as you should “be the expert on you!”  You should know your numbers and your situation, and feel comfortable leading the conversation.  Below you will see what actual items you should take into that discussion.

You might remember the discussion that should have happened mid-year, if one did occur.  We outline some strategies for this in Black Sales Journal 7/21/2011, After a Difficult Mid-term Review….  This was a suggestion to take the offensive, and hopefully you seized upon it.  This level of proactivity may be uncomfortable, yet it is well advised if you do the homework.  There is no way to hide from the fact that everyone can see your activity and performance.

No competent sales manager is going to avoid this opportunity to tell you his or her thoughts regarding improvement.  We all can be better.   If you are already ‘on the top rung’, this could be the opportunity to get additional resources that could result help you be even more equipped for success in the future.

Additional resources could be items such as:

• A sales assistant assigned to you
• An expanded territory
• More prospects
• More house accounts

Preparation for The Session

You know whether there are problems in your performance.  You don’t need to be psychic to know this.  It is not uncommon with being in a sales job that you can be criticized for your prospecting or production numbers.  The key is that you need a plan to get back on track.   You will want to have at a minimum the items below:

• Be honest with yourself –Honest self-evaluation is the most important activity that you can undertake.
• Know your weak points – Outline them, detail them, and understand them fully.
• Know your numbers – The metrics are ultra-important, and your understanding of them is the cornerstone to succeeding.  See Black Sales Journal 2/28 – How Many Prospects do You Really Need? for some help in this area.
• Craft your solutions – Come up with real ways to repair your performance.  Reduce these to writing and be prepared to present them to the manager.  Help can be found at Black Sales Journal 11/10/2011 2012 is Here! – Solidify Your Sales Plan.
• Ask to be first – Get it over with, and avoid the anxiety of waiting to be called.  Get it behind you and get to work on the 2012 year.  If you have the above items and are prepared, you should rather be first rather than last.

Prepare Yourself for Criticism

Criticism is natural in sales, but sometimes hard to take.  Sometimes it is pride that makes it difficult, and sometimes it is just stubbornness.  Tough words are hard to take, especially if you think you are not being treated fairly.  I will provide more on fair treatment below.

If you have done the items above correctly, you will probably have selected many of the same items as your manager has selected to present to you.  So here is your opportunity to ask for the meeting, present these items to him, and show your ability to be objective.  If you do it correctly, you hopefully will have already started the activities that you are talking about.

Fair and Equitable Treatment

In any position, sales or otherwise, you run the risk of being treated differently than your peers.  This is called inequitable treatment and it may be happening for a variety of reasons.  The reason could be as simple as the manager not knowing what goals or measure they used for other sales professionals to situation where a manager who purposely differentiates his or her treatment for any number of reasons.  Among these reasons could be such items as racial preference, age or sex discrimination, or even racial prejudice.

Your remedies need to be structured based on what is actually happening.  Be careful with accusations, and remember that even though anything can happen, it is difficult to prove certain claims if you do not document everything that happens.

Remember that your human resource professional might be your most solid resource if you think you are being treated unfairly.  Don’t hesitate to discuss it, and get opinions based on what you believe, but don’t make wild claims and accusations.  Ranting might feel better, yet it will not gain you an audience.  Like the 60’s television show Dragnet suggested, “Stick to the facts”.  I would suggest you reference Black Sales Journal – 3/32011 – When You Feel ‘Screwed’ – 3 Steps to Getting Help for more on this important issue.

In business you don’t have the ability to beckon for Martin Luther King or WEB Du Bois, you need to be able to surface your grievance to someone who is paid to be objective and readily available.  Think it over first, and check your emotions at the door.

There will be more information on this in some upcoming posts.

Remember your all-important objectivity.  I know that is tough, but your self-evaluation as indicated above will give you the edge.

An Important Note

Many managers, for whatever reasons exist, ask you to do the work in constructing the actual performance evaluation.  If you are asked to write your own evaluation and bring it to your manager, then you need to be wise about the level of your self-critique.  Be selective about what you include in such areas of:

• General performance ratings
• Areas needing strengthening
• Skills that need to be acquired
• Training needs

Make sure that you give yourself some room to work, as there is only 24 hours in a day, and 365 days until this process happens again.   Focus on what can actually be done, and that which helps you the most.

The manager should not be ‘bailed out’ from giving his or her evaluation of your performance, and if you do all the work and evaluate yourself, you may rob yourself of the opportunity to hear how your boss really feels.  Additionally, I am not sure that it would be fair to have a manager essentially say, “I agree with your self-assessment’, then sign it.  They need to do their part in your development by advising you of what they perceived would help you.

Get something out of this process.

Your comments are appreciated. Drop me a line at michael.parker@BlackSalesJournal.com.

You can say it any way you want to, but “keep your business to yourself”.  In today’s wired world too many professionals broadcast things that never would have been exposed before.  Don’t make that mistake!

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A news flash about four  years ago about our closest celestial neighbor, the Moon, disclosed some secrets that many might not even have know were even secrets.  Despite common sayings and even albums (Pink Floyd ‘The Dark Side of the Moon, 1973 and many others) many don’t realize that the far side of the Moon, let’s call it the “Dark Side” had not generally been seen by the public until a few years ago.

The Moon does not revolve on an axis as the earth does, so we constantly see one side.  What does this have to do with sales? Being the consummate sales professional has much to do with how you conduct yourself with your employer, your co-workers, and your customers. As a Black  professional your personal life, well… much of it, should be less visible than the ‘dark side of the Moon’ to many who you interact with in business.

You are developing your sales persona, and it is your ‘brand’ so it is your responsibility to manage what everyone sees and knows about you.  You will overcome obstacles in the process, but you don’t want anything that will make it tougher.  With a few exceptions you are in control of this, and you should exercise that control wisely.

Self-Inflicted Damage

This post is important as much of the damage regarding what is said or released is considered “self-inflicted” damage.

The topics for this ‘self-inflicted’ damage includes, but is not limited to, the following:

• Politics
• Race Relations
• Religion
• Family
• Company Management
• Salary and benefits
• Interracial Relationships
• Sexual Relationships

Above all, remember a most important lesson.  As indicated in Black Sales Journal 10/27/11 – The 3 Unmentionables for the Black Sales Professional, avoid talking about the following;

• Politics
• Race Relations
• Religion

The Scene of the Crime

The forums and situations that you have utterances and conversations about these topics are many.  The people that you have these situations with can be the familiar to a network broadcast (social media).

Co-workers – Treat the people that you work with like they are people you work with.  They are not your best friends, and don’t need access to your life story, your relationships, and your ‘master plan to beat the man’.  What you say at the bar or club can come back to haunt you.  Some solid examples appear in the following posts:

• Friends, Co-Workers, and Vampires (Black Sales Journal 1/30/2012)
• Friends at Work (Black Sales Journal 5/23/2011)

Social Media – Wow! This one deserves more discussion than we can give here.  Do you need to post those pictures of you with the dreaded ‘red cup’?  Social media makes it easy to find something to criticize.  This is the broadcast that we spoke of earlier.  Your personal life is your business and you should recognize that there is no context specified on social media, it is just ‘out there’.

• Social Media – Avoiding the Pitfalls (Black Sales Journal 3/10/2011)

Customers – You never know what perceptions the customer has until you have the deepest of relationships.  That is only going to happen with a select number of customers.  This means that you still must project your brand.  For the Black sales professional I suggest that there is no casual day at a customer location that you need to participate in, wear your uniform (Your suit or business attire).  You are the professional.  There is no usage of slang and colloquial terms and foul language.

The customer will only know about your family and friends what you tell them.  Even if he tells you about his brother Rick, who smokes something that smells funny, that does not mean that you need to air your family’s dirty laundry.  You might read the item below to see the importance:

• Preference, Prejudice, and Your Customer, Black Sales Journal 12/27/2010

Management – Your manager needs to know you.  Actually, your manager needs to know the ‘you that you want him to know’.  This is “image management” in its finest sense.  Do you want management to know all of your past?  Do you want them to know the nature and depth of your intimate relationships?  Do you want them to know that you have relatives that are incarcerated?  I say why have those types of conversations and disclosures?  Now you may think that this does not happen, but it does.  Be careful because as I have said before “You cannot put toothpaste back in the tube”.

I say that your superiors should know the things that will shape your brand!  You are a hard worker…you worked your way through school.  You have perseverance and stick-to-it-ness…you were an athlete on scholarship.  You have a good personality and good values and can show it, stick to that type of disclosure.

No discussions on religion, race relations, and politics.  Don’t be baited.

Build a Brand for Yourself

We will cover this more in February and March, as it deserves it.  When you go this route, you use each of the above, social media, co-workers, management, and the customer to make it happen.  It is not an easy process, and it requires that each input and contact be carried out with forethought and consistency.

Always be the best!

Your comments are appreciated.