Preparing for a Team Performance Appraisal

Before your team performance appraisal, you need to properly prepare both individually and as a team to present your successes and future goals effectively. Preparation should include presenting team achievements, team strengths, individual contributions, areas for improvement, goals for the next year and a plan for success.

Team Achievements 

This is an opportunity for your team to shine. Compile a tangible list of key successes your team shared and have members of your team give oral presentations of the list. Provide specific details like:

  • time savings for the company,
  • customer goodwill or publicity earned, 
  • awards or recognition your team received,
  • increase in company profits or market share,
  • cost-cutting or saving efforts and
  • any reduction in work backlogs you achieved.

If the specific facts and figures are not at your fingertips, make it a team effort to get the necessary research.

This isn't the place for individual spotlights unless it is done unilaterally, featuring key examples from each team member and how their efforts made the team shine. If you have some players that are stronger than others, it's best to keep the team accomplishments as the focus of the performance evaluation. 

Team Strengths 

How your team functions as a team sends a big message to your manager. Prepare a list of the best functional features of your team. Instead of generalizing, use key examples of how your group operates cohesively. Address topics like:

  • communications- how your team encourages diversity of ideas.

  • participation - how your team strives to motivate members to give 100%.

  • problem-solving - how your team addresses conflict and arbitrates discrepancies to produce unified, supportable results.

  • standards - how your team evaluates their project work and sets standards that drive the entire group.

  • criticism- how your team monitors and pinpoints areas for improvement and addresses those areas constructively.

Individual Contributions

Have team members prepare a list of their personal contributions ahead of time. Meet to discuss how these individual contributions fit together as a team effort for success. Choose some of the top examples of how your team used their individual talents and contributions to make the team shine. Keep this part of the presentation on topic and encourage team members not to get sidetracked with personal accolades.

Areas for Improvement 

Managers want to see you know your team's strengths and weakness, and have a plan for improvement. The best way to present weaknesses without making your team look bad is not to get lost in the details. Work as a group to identify the top three things you need to improve. Be concise and follow each with a tangible plan for improvement.

Team Goals

Don't wait for your manager to set team goals. Show they you are proactive by having your team compile a list of goals they're excited about.

Plan for Success

Aggressive goals are ineffective without a plan for success. Brainstorm as a group to come up with detailed plans for how you'll achieve the team goals you've set up. Be sure to use the time to practice asking each other questions your supervisors might ask in the performance evaluation on challenges that might arise and how you'll handle them. Encourage team members to practice helping each other out by providing examples or details when another team member stumbles.