From Strategy to Performance Goals


Employees and Company Boards want the same thing – they want clarity around what you expect from employees, want feedback on how it is going from an outcomes perspective and want to know the steps you will take to fix it, in case outcomes are less than expected.

Most companies use a Balanced Scorecard approach whereby specific performance metrics in key performance areas from company strategies are used to set and monitor performance expectations into the company from the most senior roles to the most junior roles.

The benefits of this approach are numerous… for one you can get a good understanding of how well things are going with implementing your strategies in the company, you can make sure that all the initiatives being worked on relate to the strategy, identify organizational units or individual where things are going well or not so well – which mean you can provide support in the form of training for example. A balanced scorecard also helps to ensure you have organizational alignment where it is clear to every employee how he/she impacts the overall results of the company. And when an employee sees his or her own goals, it is easy for him/her to understand what exactly the company strategy and desired outcomes are about in a practical way.

Strategic Performance Areas

Having a cheat-sheet to get started may be useful…Performance Indicators can be set in many different areas. This list shows a few examples which may be handy as you read your own strategy and select the top performance areas that need to be impacted in your upcoming performance period.

In most cases 5 key performance areas would be chosen to balance current operations, growth goals, keeping current stakeholders satisfied and continuing to improve and innovate. e.g: 1) Financial outcome(s), 2) Quality outcome(s), 3) Customer satisfaction outcome(s), 4) Improving upon performance and efficiencies of previous years, and 5) Employee (leaders/specialists?) development and or retention outcomes.

Example

Let’s look at some specific KPIs and how they may translate into performance expectations into the organization. From high organizational levels deeper into the organization the goals become more specific to an individuals’ tasks and activities. In contrast, the goals of managers are typically focused on their ability to influence and lead the outcomes of teams or groups reporting into him or her. Managers ensure that things happen while in most cases the deeper you go into the organization, the more you see performance goals are based on the individual’s efforts to achieve an outcome.

Performance goals typically come in various types of outcomes based on how your KPI would require the right response to meet the company strategy.

Setting Expectations

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Cascading goals

Starting with the company’s strategy (at the highest level) the CEO or executive team can easily identify the top 4 to 7 Performance Areas where focus is needed to drive outcomes needed in the coming year. From there the heads of functions or organizational units can identify what that means for each of their organizations. Then performance goals for each organizational unit manager can be determined . And the same process cascades down until performance goals have been set for everyone at the company. All of the goals finally relate to a big-picture framework of KPIs at the top level of the organization.

Most performance expectations are set as SMART goals and each employee would typically end up with between 3 and 7 (max) performance goals for the year.

The graphic below shows how at individual level the goal may be a specific part of the overall KPI but when it is all “rolled-up” organizationally the full organizational KPI can be achieved in full by all employees contributing to the desired outcome. Not every organization group or unit might support every high-level KPI. Think for example of an organizational unit responsible for the upkeep of facilities, there may not be direct goals that relate to revenue growth for that group.

Note Goal E: It does not relegate to a KPI at the broader organizational level. This happens often – for example that a functional organization has a specific focus which may not directly relate to the KPIs that were set on a company-wide basis. That could be something like finalize implementation of a digital tool which enables better efficiency the following year. If there are no high-level KPIs related to improving on existing performance/efficiency, Goal E would not have a direct link to the overall high-level KPIs set. For this reason, it is important to set the high-level KPIs in a broad and balanced way to ensure that most goals that would be important at a level deeper into the organization to maintain or improve a specific level of efficiency or service delivery can be matched with the high-level need for renewal or continuous improvement. Some companies do not think broader than revenue or growth goals.

Interim feedback

It is important for managers to monitor outcomes along the way – do not wait until the end of the year to discover that outcomes were not trending in the right direction. Spotting issues or delays early means you can rectify or influence rectification of the situation. Give employees feedback throughout the year – make them aware of outcomes that deviate from desired outcomes, train and coach them to improve outcomes that they are responsible for and give them on-the-job coaching and support when they are inexperienced in specific areas. Every outcome matters and contributes to the overall outcome.

Learning

Evaluating outcomes and discussing those with employees is the next step. This step also includes looking at relative performance outcomes among various organizational units and overall outcomes. This can lead to an improved understanding of where further improvements may be needed. Improvements can range from awareness training, making more information available, helping to upskill or cross-skill employees in various areas. It may also lead to understand misalignment with what suppliers can or are delivering or misalignment between customer expectations and what operations is able to deliver right now.

Use what you learn from discussing performance outcomes to influence future performance outcomes and support that might be needed for the next year.

In the final outcome of the performance period you will have individual scores that relate to individual performance. When you look one level higher you see the contributions of various employees in the same organizational unit and how each of them did on their own performance goals. If the goals were created to be an exact match – between goals set for the manager and those set for those reporting to the manager – the aggregate outcome of the team would determine the manager’s score.

Looking at the organization, it is easy to pinpoint where contributions by individuals, teams, managers may not have reached expected results in the outcomes.
Understanding why this occurred would help learning from the past and improving going forward. Answering questions like:
  • Knowing what we know now, were these realistic expectations or do we need to first solve some key issues before we can make more progress in this area?
  • Do people need more training to make sure they are able to perform in new areas or with new outcomes (such as new markets or types of customers)?
  • Is this area so specialized that we need to hire some people with the specialized knowledge or experience that this team needs?

Most companies are on a learning path when it comes to their own performance management process and approach. If you are just starting, do expect it to be a journey and make sure you allow space for reviewing, reflecting and learning as you go. It may lead you to make adjustments to your strategy or the way the organization is structured, to name but a few ways that on-going organizational learning can benefit the greater organization.

Ultimately the goal of your performance management approach is to measure how much the efforts of those in the organization are helping you achieve your goals as a company, where are hidden barriers to succeeding with your organizational strategies and where are opportunities to accelerate results if you leverage great ideas and tools developed in any part of the organization. This makes your company sustainable into the future. Viable today and into the future by continuously evolving, learning and innovating without losing focus of the basic outcomes needed to drive profitability on an on-going basis.

Create your own mission statement


A mission statement can help a company and also an individual to stay on track with what they are planning to do when they have many options to choose from. It tells you which of your qualities and/or values are helping you to achieve your goals (in case you want to further develop any of them). And it tells you how you want to make an impact in actions and also in desired outcomes.

A mission statement is a formal summary of the aims and values of a company, organization, or individual.

(Oxford Languages)

Creating a mission statement is not simple for most people. And in practice you can expect to read and re-read your efforts quite a few times while improving on it often until you finally feel that it is a good reflection of what you are trying to accomplish and achieve and how you plan to do it.

The download resource below takes you through a series of questions which you answer from your own perspective.

Here is an example:

Download template file:

Steps

  1. Answering the questions is easier than crafting the final statement. Do take your time answering the questions and feel free to keep editing it until you feel there is nothing more you can add to it. The more answers you have, the easier it might be for you to highlight the final aspects which you want to include in your own mission statement.
  2. Use your answers to fill in the blanks in the draft mission statement area.
  3. Put your draft mission statement up on the wall maybe where you bush your hair or your teeth so you can read it often. Be sure to keep a pen or pencil handy so you can easily add comments to it as you read it on a regular basis and consider how satisfied you feel about it as a mission statement.
Completing the Mission Statement

Editing would include using better words to describe something or shortening a phrase with just one word that better brings the message across in a more succinct manner.

When you no longer feel further editing is required, your mission statement is complete. For some people they reach the end of editing when they feel in their gut that the statement inspires them and just “feels right”. Others reach the point of just mentally feeling it fully includes all the key aspects that are important to them as individuals. Only you would know when you have reached the point of having completed the exercise.

Keep your mission statement somewhere on your phone or in your diary where you can easily refer to it in times of feeling overwhelmed by options and opportunities. Use your mission statement to help you choose what to focus on when you feel distracted or need to choose which volunteer role you want to take on next.

Have fun with it. It is a great process to help you get clarity on what matters enough to you to strive towards achieving and contributing to this world.

Guide for Structured Job Interviews


Ever left a job interview frustrated? Because the interviewer seemed unprepared and asked seemingly random questions making it hard to discuss your achievements, interest in the role and how you planned to contribute to the success of the company. Or maybe you have been the recruiter who could not get ratings or post-interview notes from a manager because they did not jot anything down and could not give you any feedback after an interview they had conducted?

Getting the most out of the time you have to interview a candidate takes a lot of planning, focus and clarity on what exactly you want to establish. And yes, it also takes time management. An hour can fly past so fast without a plan!

To make interviews work well, the recruiter needs to do 3 things diligently:
  • Prepare an interview guide for each interviewer and provide them with that and any additional items such as the CV/Resume of the candidate, completed application forms and any other documents which have been provided by the candidate before the interview. Also include relevant notes from a screening call.
  • Prepare all interviewers with interview training so they can use the interview guide correctly and understand how to phrase questions and follow-up questions. Include the use of behavioral questions in the training, which are powerful in establishing what a candidate had done in previous situations given key competencies required for the role. [Providing interviewers with training on natural biases, will improve fairness of interview outcomes]
  • Follow up after the interview to collect notes and scores from interviewers. It is your summary of results that helps those making decisions about next steps in the recruitment process.

The Interview Guide

  1. Helping the interviewers plan to succeed

It is tough for interviewers to follow someone else’s plan verbatim and such an interview can come across as forced or staged. The preparation gives the interviewer a chance to consider rewording questions and possibly add their own questions. They may also want to change the sequence of questions. All of this will lead to a better and more natural interview experience for the job candidate.

2. Starting in a structured way

Setting expectations and clarity about the structure of the interview upfront is helpful for a candidate to understand the approach you plan to follow. Most candidates feel more relaxed understanding the structure that you will follow.

3. Behavioral QuestionsSTAR style

Note that it is not advised to ask more than 3 behavioral questions during a 60 minute interview. To explore answers and ask follow-up questions can take time and you do want to leave time to answer the candidate’s questions too. If doing a panel interview, divide the 3 behavioral questions among members of the interview panel.

4. Candidate questions and closing the interview

Give the candidate an opportunity to ask questions to help him or her have a clear understanding of the role and how things work at your company. Then it is time to either ask any follow-up questions you may have left to the end (checking if you have enough time left to do so). One approach that is often used to give you time to check your notes is to ask the candidate a question and giving him or her some time to think about their answer (while you check your notes).

Remember to share the next steps with the candidate i.e. when the interview phase will end and decisions will be made for the next phase in the recruitment process. Or if you do not know, let the candidate know that the recruiter will be able to answer next step answers.

Next steps

Follow through with interviewers to ensure results and scores are collected in a timely fashion to support data-based decision-making regarding next steps.

Make sure you provide interviewers with a summary scoring sheet in the Interview Guide to select scores for answers obtained based on a pre-determined rating scale. This will avoid the need to go back and forth to interviewers while trying to understand their own way of scoring candidates.

Comments

Not everyone enjoys a highly structured interview and in some company cultures or for roles in creative functions, this may be seen as an unproductive way to test the creativity of candidates or showcase the unpredictable nature of the industry or the environment. Let common sense prevail to ensure you have an interview protocol that meets the need to fairly evaluate all job candidates in a consistent manner.

When your interview guides are online and so are your scoring sheets – this greatly improves your ability to quickly access post-interview notes and scores after interviews are completed.

Do not under-estimate the training needed for interviewers to understand the recruitment process or the importance of being able to demonstrate that a fair and consistent approach was used to evaluate candidates before selecting the final candidate.

Link to another post on this blog about using a Score Sheet for scoring job candidates after interviews

Link to a post on this blog about creating a Job Candidate Summary using all scores obtained after interviews

Researching New Office Locations – checklist


What if a valued customer wants you to do a project or support them from a new location where you do not currently have an office? Yes, research will be needed! But there are so many things that may be important, where would you start? This resource I am sharing is a handy starter-list for the research that HR is often expected to do.

The topics covered in the attached checklist include the following areas:

And in each case, the checklist contains the aspect to the left and leaves you some space to jot down notes pertaining to your company and your plans. (See example below) That way you can quickly create your next-step plans following your research.

Some points to ponder:

  • Trying to answer the question about how much to pay employees you plan to relocate to the new office – calculate their entire package before you start. Add in all benefits they are getting which may not be cash in their hands i.e. health insurance, pension contributions by the company etc. Considering the full package is the starting point, not the annual salary only.
  • Look for local tax breaks that may be available to those you plan to relocate. In some countries they may be able to pay lower personal taxes.
  • If the local language is neither English nor the language spoken at the office your planned expats work now – how can you help them learn the new language? Even if all business is conducted in one language, the planned expats would need to set up their lives locally including trips to the supermarket, making local friends, and finding local information online. Being able to understand some basic words or say some basic phrases in the local language could be very valuable as they get settled there.
  • How can you minimize the carbon footprint of that new location? Limiting flights in and out of that new office and only placing expats there when the work cannot be done remotely or using modern tools and platforms to accomplish business objectives and outcomes.

The shared resource above is a starter-list and may not include all the aspects you need to look at before mobilizing. It is a great tool for doing a high-level review of a location under consideration for a new office or site.

While you can find a lot of the information you need online, I strongly recommend engaging with recognized experts in establishing operations abroad. Laws change, new trends emerge which have not yet made it into laws and websites are not always updated in a timeous fashion. So do your own research (using the checklist above) to understand the “lay of the land”. If you want to go further, engage with experts who may be able to advise on additional aspects and possible solutions which you may have missed in your own first-pass research efforts.

Stakeholders – How to keep them happy


Stakeholders

Not shareholders – they are the ones who own shares in the company. Stakeholders are those groups of people who have a keen interest in the initiative or process that you are working on. It could be because your success or your failure will impact their groups or processes in their groups. It could also be because your initiative could generate risks which they would like to keep an eye on. For some reason, these people or groups care more than the average person or employee about the initiative that you are working on.

It is therefore smart to understand who they are and secondly to understand why they care so much about this initiative. And as a result of what you learn, you can plan to keep them happy and informed. If you don’t, you risk them blocking or stalling progress on your initiative, or (if in executive levels) they may put another person in place to supervise you to make sure their interests are well-managed and protected.

For your success as a project manager of an initiative – find out who the stakeholders are, find out what they need and make sure you meet their needs!

Find out who they are

Which groups have processes that overlap or connect to processes you are managing? Who are the receivers or end-users of what you are creating? Answers to these questions could help you start your list of stakeholders.

Tips:

  • Start outside your organizations – are there any authorities, special interest groups, communities, clients, suppliers who are somehow connected to the product or service that you are providing? They may be stakeholders!
  • Look at the high-level organization chart of your company. Do any of the groups you see contribute to, receive outcomes, or participate in key processes you are managing? If so, add them to your stakeholder list.
  • Look for individuals at management levels who may need to give others updates on your project or processes you manage. They may also be stakeholders.

What do they care about?

Once you have your list of stakeholders with their titles and even down to name level. It is time to validate their interest in your project or process.

What they need:

Why would they care about the outcomes of your process or the way you run the project? Do they need information for their role or group? Or do they use the outcomes from your project somehow?

What they want to avoid:

What outcomes or messages would each of the identified stakeholders want to avoid? Think of anything that would cause them to have to do extra work or have to explain unsatisfactory results.

Make a plan

Use the template below to document a plan that you follow throughout the year to ensure each of your stakeholder groups receive required data, updates or opportunities to provide input or suggestions to your project on a regular basis.

Templates to download

Check-in on a regular basis with your stakeholders whether it is a quarterly survey or a personal call from you. Make sure that you have not missed anything they need to know or be informed about and make sure that they are not dealing with rising frustration due to a lack of updates or output from your team!

Learning how to manage the expectations of stakeholders on an initiative is a great way to learn new skills which will become important as you get promoted to take on more responsibilities. People at higher levels in any organization succeed by keeping aligned with a lot of different personalities and groups and they do this by understanding the needs and concerns of these other parties and then managing that (in a similar way as managing stakeholder expectations) on an ongoing basis.

Designing an Interview Training Workshop


(For Interviewers and Managers)

Need to provide a training workshop for managers on how to conduct job interviews? The slides I am sharing today can help you with that. You can turn it into an interactive online event or you can use it to create a face-to-face workshop. You could even turn it into a standalone training video if you provide your own voice-over to explain the various points further.

Remember, it is not a good idea to start with the slides and then just blindly using them for a workshop or other learning solutions without first considering the needs of your own intended training participants, interview process, etc.

Here are the slides:

The structure

After an initial explanation of what behavioral interviewing is and how it works, the slides focus on 5 steps that can help explain how to implement this approach as an interviewer.

Designing an Interview Training Workshop, use these steps as a guide:

  1. Define the group of people who are the intended participants in your training workshop – what do they know, what do they need to know, (if they have done interviews already) what goes wrong, what goes right when they have done interviews in the past? What does all of that mean for what you need to accomplish with this workshop?
  2. Define an overview of what you intend them to know and be able to do after the workshop. (You can only do so much during a workshop so be realistic on what the outcomes might be).
  3. Define what will be included in further detail and exercises during the workshop (bullet points should help you further) in order to meet the goal(s) you have set in point 2 for the group you have defined in point 1.
  4. Set a date when the workshop will be made available so you can remain focused on deadlines that help to meet that date.
  5. Start working on the next level of detail – Consider that you may want to do a combination of training solutions like assigning some online training before they come to the workshop to cover some knowledge you want them all to have at the start of the workshop. Also, work out your bullet points into a “storyline” that logically structures the sequence of topics to be covered and exercises you will use to help build competency in using specific tools or approaches.
  6. Use the slides I have attached for download (above). Using your answers to the points above – maybe you need ideas about how information can be sequenced? See if any of the sections in the slide deck help you fill in some of your planned learning areas. Maybe some of the exercises could be useful for your workshop?

A friend of mine always says (in Dutch) – you can better creatively borrow ideas from others than come up with something yourself, which is lesser. So use this slide deck, and borrow ideas from it to get your budding Interview Training Workshop to the next level!

Don’t hit send (yet)


Maybe the truth is that nobody is helping new employees focus their efforts in order to produce better reports or emails. And by better, I mean some of the items that are in this checklist (below). Perhaps, instead, it is the excitement and eagerness to hit the send button too soon.

Let’s walk through 5 things you can do to ensure that your email or your report or slide deck does not suffer from a few preventable ailments and risk being deemed as “not ready yet” for further distribution. Delivering work that is incomplete or incorrect will not lead to being considered for more responsibilities any time soon. Want to move up? Focus on the quality of your work first.

All names spelled correctly

Most people find it annoying to read minutes of meetings or a report which names them but misspells their first or last names. This is completely avoidable these days. With the internet and most people having Linkedin accounts, or in the same company you can look people up on the email system. There is no reason why we should be misspelling people’s names these days. When you do not take the time to double-check, it comes across as callous, lazy, or just not committed to producing quality work.

All dates are correct

Not all countries use the same format for dates. This would be the first point to consider – who will read your email/report? Check (online if needed): how do they write dates in that country? If you have a distribution list including people from multiple countries, consider writing the date out more: 3 Mar 2019 (for example)

The second point is more often a bugbear of mine – dates in the same document contradicting one another. For example: on page 2 of the slide deck it states that the project is completed on 2 Dec of that year, on page 5 it states that the project will run well into the new year and completion is projected to be the end of March of the next year. Which one is correct? If they are both correct – explain the term completion used on slides 2 and 5. Always check the latest version of your reference material or project schedule before you finalize your section on dates. It reflects badly on the creator of a document or slide deck where dates are misaligned and confusing. Check first!

Spelling or grammar errors

It is very avoidable these days to produce and send documents or slides to others without spelling errors. Use the built-in spell-check in Microsoft suite or a similar feature in other packages used. Some packages will also pick up grammar errors and flag it for you – if you have that feature turned on! Sometimes a missing word is not picked up by built-in checks. Read your own text back to yourself – aloud. Say each word. And make sure the words are not correctly spelled but actually the wrong word for the context. Examples would include: they’re/their/there or hear/here/hair

Use sane fonts

Some companies have branded templates to use for creating reports or slides. If your company does not have rules around branding which include the font colors, types, and sizes to use in company documents and slides, I would go with common sense. This would include – not using all the colors of the rainbow and multiple types of font in a project progress report and not varying the size of the font in every bullet-point you use. [Of course, if you are in the creative world and these variations are a design part of your project (as would be normal in advertising or other creative endeavors) this message is not for you].

Make it easier

Is there a clear structure to your work? Think about the message you want to communicate. What are the main points, what are the next level of detailed points to support each of the main points? Structuring your reports or emails greatly enhances the readers’ abilities to quickly understand what it is about, what the options are, and what you are proposing.

Use headings for distinct paragraphs and consider a bulleted list to align points that are grouped together under a heading. If the sequence or number of points are relevant, why not use a numbered list instead?

Speed in sending out reports is often not the biggest priority. Sending out something fast while the items listed above are incorrect or incoherent can truly harm your reputation. You would not come across as someone who has self-discipline, pride in the quality of your work, or who is seen as thorough – someone your boss can trust to give more responsibilities to! Pause, check, then hit send!

3 Templates to start your employee development program


Upgrading skills in specific employee groups could be achieved by introducing a new development program. Goals for the program could range from cross-training in key functional knowledge areas to accelerating development of specific groups. Development programs often run over several weeks or months and are attached to pre-defined outcomes to address specific identified learning needs.

Structuring your employee development plan, you will need to pay attention to at least 3 important aspects:

  1. Setting up the curriculum
  2. Preparing managers to be supportive
  3. Preparing attendees to succeed

The overall program

Setting up the curriculum over the development period means you decide how the various learning solutions are scheduled and planned to strengthen and support key messages throughout the time period that your program runs. Each aspect strengthens what had already been covered while adding additional knowledge. Including various learning methodologies (blended learning) enhances the learning experience and keeps it interesting.

Snapshot of a learning program for graduates

Note:

  1. Always start by understanding what you are trying to address before you start designing your development program. What is the learning need? What is the business value of employees having this knowledge and experience?
  2. When does the business need employees with these new skills, understanding and experiences? Is it short-term (within the next year), medium-term (between 1 and 2 years) or is it longer term (more than 2 years)? Knowing the timeframe also helps you decide what to develop internally vs outsourcing the entire program or parts of it.
  3. Who needs to learn these new skills/behaviors? Be very clear who is your target population for this development program (How many years of experience do they have right now? What kind of experience do they already have – functional, geographic etc.).

Preparing managers to support learners

Employees are more motivated and do better when their managers are onboard with their participation in the development program. Be sure to engage with managers before participants are told about the program. Managers need to understand the business context of the development program, why someone on his/her team is included in the program (if they were not nominated by the manager) and how to support the employee throughout the program. Some manages may need training or coaching in this regard.

Snapshot of a manager checklist

Employees participating in these kinds of development programs are often still working in their current roles. Supportive managers not only expect good results in their departments or projects, but also hold employees accountable for completing program assignments. This gives employees the best chance of completing the program successfully.

Preparing attendees to succeed

Development program attendees need to understand more than just the program contents and overview of dates. An orientation session for intended program attendees could help with that. The session gives them an opportunity to understand the business context and benefits to their own careers plus they can ask clarifying questions before committing to invest the time and effort needed to successfully complete the program.

Snapshot of Program Attendee checklist

And orientation session with development program attendees should include at least these topics:

  • A welcome message from an executive, usually the sponsoring executive, explaining the business value of the development program and also career benefits for attendees.
  • A message from Talent Development explaining program expectations, the blended learning approach, deadlines, the team assignment and any other relevant details of the program that attendees should know about at the start.
  • If the program existed before and there was a redesign or some changes were applied, explain how the current programs differs from previous versions some attendees may have heard about in the past.
  • Provide the opportunity for some Q&A

Keeping learners motivated when a development program runs over many months can be a challenge. Helping to keep attendees focused on assignments and deadlines can be easier when you build in challenges which generate leader boards (friendly competition) or where individuals can earn points or badges by completing specific tasks. Adding recognition by the manager/group/department can also be helpful. Recognition can include anything from a small token offered to attendees after completing a specific portion of the program to being mentioned in the company newsletter.

Hopefully these three templates (see download links above) are useful as you review your own planned development program. Do download the 3 files above if you need to see the templates in detail.

Safety Inspections for offices – a checklist template


Some of us may still be working from home, while others are back at the office for some of the time. Regardless of how much time we will spend at the office in future, it will always be important to make sure employees have a safe working environment.

Most office safety programs require an inspection to be carried out either quarterly or annually, depending on local requirements. If you are just starting out with the implementation of an office safety program, it can be hard to figure out what the checklist should include and what to look for. This template below will help get you started.

Aspects covered include:

  • Safety around electrical appliances in the office
  • Avoiding tripping hazards
  • Avoiding obstructions in walkways which could be an issue especially if there should ever be a fire and someone needs to leave fast!
  • Floors being free from loose tiles

Make this checklist part of a process, if you want to make sure the outcomes are taken seriously and really do lead to having a a safer working environment in the office.

Make it work for you

  1. Train a few people on how to use this list for inspections and what to look for. Assign different people to perform the checks – a fresh pair of eyes may just notice something which you have missed for some time.
  2. Transfer all aspects that require improvement actions after the inspection onto an action list. Monitor closure and completion of each action item until they are all done.
  3. Keep copies of your completed inspection checklist and your completed action lists. You never know when having this documentation may be useful to show your due diligence in keeping your workplace safe for employees.
  4. Look for aspects that are often noted during inspections and create an awareness program to make sure everyone in your office knows how to avoid a situation which could lead to an injury in the office.
  5. You can also think of making it fun – should the person with the best workspace get a special gift to encourage others to pay more attention to keeping their workspace safe?

The starter list file is below if you want do have your own copy to modify.

It may be a while before you are back at the office and this may be the best time to plan your Office Safety Program. This can help you to be ready for when you are scheduled to return to the office. You may want to add some more specific items related to covid19 too. Why not use this time to review the checklist template above and start drafting one that is right for you?

3 Useful questions to boost your meeting contributions


You are invited to a meeting and they expect you to contribute. If this is early in your career or you have not been to those meetings before, the invitation could leave you quite uncertain of how to make sure you at least meet expectations. Where to start?

The questions below can help you
  • prepare to attend these meetings,
  • shape your thoughts in the meeting and
  • prepare to lead meetings.

Preparing for meetings always include looking through the agenda to understand the topics that will be discussed. If you have received pre-reading materials, read through those and note your thoughts and questions for each agenda item.

Three questions that can be helpful at meetings

1. What is the purpose of this topic or this discussion?

Before:

Maybe you can answer this to yourself by reading additional materials shared with you before the meeting. Maybe you can get an understanding by asking someone you know in the company who is involved with the project/issue to be discussed. Be careful to not share any privileged information with others if you were provided with information that is considered confidential. It would be good if you can frame in your own mind what you believe the purpose of this item on the agenda is. It will help you understand how you can help move that purpose forward during the meeting.

During:

If you find yourself listening to the points being made and questions being raised in the meeting which do not seem to be related to the purpose that you have in your mind, ask the question. “Are we aiming to solve X or Y at this time?” If you have not been able to understand the purpose of the agenda item by the time the discussions take place, ask for clarification on the purpose of this item. Is it for information only? Is this topic on the agenda to drive decision-making? What decision are we trying to make at this meeting with this item?

If you are leading:

Be sure to let meeting attendees know ahead of time: What is the purpose of each agenda item? Take the guess work out of the group dynamics and be more efficient with your time together in the meeting by being clear on the purpose of each item on the agenda. [If something is FYI only, consider sending an email instead of having a meeting.]

2. From which perspectives should we be looking at this?

Before:

Consider as many perspectives as you can think of to cover each of the agenda items that will be discussed. Jot down your notes and questions for each perspective – how would this perspective impact the agenda topic?

During:

It is not uncommon for new meeting attendees to be somewhat intimidated by strong opinions of other attendees and they often refrain from offering their own perspectives especially if that is different from those who already voiced different opinions or suggestions. The key is to step back from it (mentally) to look at who is in the meeting. Which function/group does the perspective just offered represent? The answer is often linked to the group that person works in or has been working in for a long time. It could also lay in the part of the organization that this person has worked in for a long time. One’s experiences at work tend to shape the perspectives one sees issues through. Just because there is a different set of perspectives being put on the table at the meeting, does not mean that yours is not valuable.

Frame your perspective and share it. For example: “Based on call-center feedback, I would suggest we reconsider adding XXX feature/functionality to avoid the top 3 issues that our customers currently seem to have with our product.” A path-forward decision could exclude your observation or suggestion after consideration, but that does not make your contribution unimportant. It was most likely a good aspect to review and consider before the final decision is made on how to proceed.

If you are leading:

Make sure you do draw out different perspectives during a meeting to consider and select the best way to proceed with a project. It improves the quality of your decision-making process when you have considered many different alternative perspectives.

3. What are our next steps from here?

Before:

Considering the agenda topics and looking at your notes about the purpose of the agenda items – what do you think each item would or might lead to? It is not always possible to accurately predict how a discussion might go at the meeting, but you could jot down some possible next steps. Then you can review your notes at the meeting and you would be in a great position to suggest a path forward after the discussion.

During:

The next step could be anything ranging from doing nothing at this time, to more research is needed, to a small working group will figure out a solution and propose it at the next meeting, to let’s run a pilot or to let’s implement. It does happen though, that an agenda item is discussed even debated only to be left unfinished before the next agenda item is introduced. It behooves someone, ideally you, to ask this question to ensure clarity about the outcome of the discussion just had.

Your contribution at the meeting may be that you are the one who helps ensure that outcomes are clear, agreed by all and documented.

If you are leading:

Remember to avoid moving to the next agenda item before the decision has been captured and next steps are agreed and documented.

Being invited to join a meeting of experts and senior people may seem intimidating at first, but coming armed with your notes and thoughts in these key areas would help you feel more confident that you too have something to offer and contribute to making it a productive meeting!