Appraisal Advice

[kcchiefette]

Hi all

I have my appraisal soon and I know that I want to progress to more senior role whether it be now, or some point in the next year.

I have been at the company for a year and a half. The goal posts have moved several times and I think I have progressed well considering.

E.g:

• I was originally supposed to report to a head of department, but they left within a few weeks of me starting, so now I have been the only person in my department since then
• I was originally only supposed to focus on particular tasks which quickly evolved to other tasks which I was told I was originally staying away from as the head of department covered
• I was told there was not going to be a new sales push but periodically, this suddenly changed, so there has been few opportunities for growth, but I have generated revenues 7x my annual salary (its a small business)
• I have been undertaking internal training sessions and set up leadership groups in the business. I also head the social committee

With all the above, how do I present this in such a way that I have went above expectations for the year despite revenues being below our target? They were only below as we were told the majority of the year to cease onboard any new clients.

I have been focusing on the value adds I bring, how I am heading up several additional responsibilities and I seem to now be everyone's "go to" person.

Any advice would be great on what to focus on and emphasis.

Do you have a template for the appraisal? Write your own appraisal as if you were doing it for a direct report, look at yourself from an external view. Have all of the evidence of your extra work written up ready for the meeting, it really helps. I’ve done this before and felt much more empowered and enabled in my appraisal meeting.

It's rare to make decent progress with the same employer and even if you make some progress, you'll always be undervalued.

Document the additional tasks you have undertaken using the STAR method and move to another employer in 2-3 years.

In my opinion, your rating has already been decided, benchmarked/calibrated. Regardless of what you put it has little impact. Unless you are challenging a poor/not performing rating with HR & have to provide evidence.

But as previously said, our examples together using STAR. At least you are preparing your CV & interview examples ready for when something comes up.

Use stats. For the time you were on boarding clients what were your results vs targets for that time and were the targets yours alone or the whole depts. Did you reach your target? Obviously remember to ensure you show you’re still a team
player at the same time.

it’s not an interview but still use STAR examples. Imagine it’s an interview- you have to sell yourself against each objective rather than question though.