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Management Observation Program Best Practice 5 – Observation Training, Grading, and Quality Assessments
Management observations profoundly influence the behaviors of those observed. Done well, this tool positively reinforces desired behaviors. Performed poorly, this tool will undermine the management team’s credibility and fosters cynicism towards managers and their performance standards requirements. Therefore, it is critical that those performing these observations do so in a consistent, high quality manner.
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Regardless of the organization, all managers share common job functions and responsibilities including defining and reinforcing performance standards, establishing organizational priorities, and authorizing and coordinating personnel activities and resource use. This work is distinctly different than that of the individual contributors reporting to the manager; setting the manager apart as one who possesses a broader scope of responsibility and commensurate authority.
Fact or fiction, anything formally documented assumes an air of legitimacy. Combine this implied legitimacy with the stark black and white of the printed words and any identified improvement opportunity can appear overly harsh and critical, especially to those responsible for the performance. Apparent aggressiveness within a self assessment can result in resistance to the evaluation findings; often by those who stand to benefit the most and who must own the corrective actions.
Every position in any company will necessarily be different than even the same position within any other organization. These differences stem from the unique organizational personnel, policies, culture, and marketplace positioning and environment. To be best prepared to assume his or her new role, a successor must have a thorough understanding of all of the position’s critical success factors, drivers, and influencers. Turnover checklists leverage the collective experiences of past position holders to help ensure successors receive all of this vital area knowledge.
Executives, managers, and individual contributors familiar with the day-to-day workings of their organizations undoubtedly know or have contrived the reason for ‘why things are the way they are.’ Beyond this understanding, sometimes at an unconscious level, these individuals will perceive one or more drivers to these organization shaping whys. What remains unseen and unthought-of are the tertiary and lower level drivers to why the business performs as it does. It is here that truly useful insight can be gained; insight enabling the foundational changes needed to alter the organization’s direction and propel it to the next level.
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