Performance Appraisal 2013 – Be Prepared!

Happy Martin Luther King Day!  There is no more important time than now to begin to affect your appraisal rating.  Read this post and begin the process.  You are the expert on you!  With this in mind prepare your case!  Always be prepared!

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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.

6 Ways to Sharpen-up That Sales Resume’!

Your key to getting an interview is your resume.  Many professionals make the common mistakes and don’t realize it.  They only know that they are not getting calls.  Read on for some serious suggestions that can really help.

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We have talked about the resume in other posts, but this one will help you reform this important tool.  You may need to consider some omissions and additions.  These items will change the attractiveness of your resume, and now is the time to do it.

Your resume is not a complete bio, and it is not a curriculum vitae, it is designed to create the level of interest that prompts someone to say, “I want to learn more about this candidate!”

The perfect resume may not exist, but having more than one resume (Black Sales Journal 11/21/2011 Is Your Resume Race Neutral?) is something that I strongly suggest.  A resume for the job of sales representative for an equipment manufacturer that will require extensive cold calling is much different that a job as an order taker who doesn’t have to cold call but requires the ability to handle volume and extraordinary organizational skills.

Having sales skills and an understanding of the process in the overall is much more universal than just knowing how to sell a category of products.  Your worth may increase some with specialization, but knowledge of sales skills and the process often trumps product knowledge.  The X factor will be relationships in the right position.  Remember this in your wording.

6 Items for Consideration

As you start this year’s job hunt, you will want to reform your resume to consider these important changes from the resumes that you may have been used to constructing:

Remove the objectives section – What in the heck does it really get you?  I hired for years, and realized that this section was often someone telling me what I wanted to hear so that they could get the interview.  It did not work. In many cases, the objective section could be used against you if you are not careful in how it is constructed.   This will also open up valuable room by shortening the total length, while not sacrificing any content.  It will also give room for other important items that enhance your marketability.

Remove short-term irrelevant jobs – If you have short term irrelevant jobs, including temporary employment, you will want to consider shortening the actual resume by excluding these positions, especially if the positions are for less than a few months.  Yes, you will have some employment gaps, yet you will be able to explain them fully in your job application, which you should have to fill out and sign, and during the interview.  If you would like, you can have an abridged version of the resume, and to represent accuracy, a full version.  Your search for the job will include the abridged version.  This is only important if you have several short term or temporary jobs.

List job accomplishments for each job – A great outplacement professional and reference named Dave G. gave me some solid advice a couple of years ago.  He indicated that a good resume needs at least 3 accomplishments shown for each important position.   An accomplishment is just that, something that was accomplished, and not a skill.  Appropriate examples would be:

  • Achieved a 12% increase in growth in sales and total revenue for the 2011 year for my assigned territory
  • Increased customer count 20% while increasing customer retention by 8% 2011 versus 2010
  • Achieved rank of top sales executive in the Eastern Division and #3 ranking nationally.

Be ready to back them up with substantiation if necessary, but don’t be ashamed of indicating these notable accomplishments.  Be specific and as concise as possible.

Know and include the keywords for the positions that you want – This one is important and I will write on it more in the very near future.  Keywords are important from the standpoint of the screening process.  If you resume gets screened out, you will miss the opportunity to be interviewed.

Key(words) to Success!

I will never attempt to say that I am a keyword expert, yet I understand the concept.  You will as well.  In a search for eligible candidates in a high-volume search (one where many candidates have the similar qualifications) such as sales representative, employers use automation to make the search easier.  Software utilized to find the keywords in your resume will be used to segregate those that go to the top of the pile from the others.  You want yours to be in the top of the pile.

Key place to find these keywords would be the job description or job brief for the job that you are applying for.  Other hints would include your college placement office, a recruiter or headhunter, and industry magazines and reference books.

Sites to get more valuable information on keywords are as follows:

Job-Hunt.org http://www.job-hunt.org/resumekeywords.shtml

Quintesssential Careers.com http://www.quintcareers.com/resume_keywords.html

If you are involved in what you suspect as a high volume search you should know your keywords, and make sure that cover letter and resume have an adequate amount of them.

Skip the references – I will keep this one short.  Everyone knows that you can produce references.  When I would get a resume that indicated “References available upon request”, I would always wonder why it was there.  At some point I took it off of my resume and don’t think it was ever missed.  It is common, but not necessary.  If you need the room, use it.  Both you and the prospective employer know that you may be called upon to provide references.

Keep the resume as “race neutral” as possible – You have read this one in Black Sales Journal before ((Black Sales Journal 11/21/2011 Is Your Resume Race Neutral?).  Let you resume work for you by keeping it “race neutral”.  You don’t know that the prospective employer is fair, and you do not know what experiences that they have had in the past which my work against you.  Avoid tipping off your race during this phase unless it is obvious to you that they are looking for a candidate like you.  They will know soon enough when they call you in for your interview.  Mentions of your fraternity, sorority, or social groups can benefit you but also can militate against you.  If you do not know that it will benefit you, such as they desire a Black candidate, then avoid it.

Pay Attention to Detail

If your resume is the key to getting in the door, make sure it is solid, and correct.  Have it reviewed by more than one individual, and that the keywords are there.  It is difficult when you are chocking this full of information about your favorite topic (yourself!) for you to easily note all the things that need to be tightened up or corrected.

Your comments are welcomed.

Be Effective!