Last week, I introduced the Objective Setting and PA forms and explained how they work together and how to fill them out. This week, the managers are finishing up with writing their preliminary PAs and turning them in. When turning them in, I have each manager email me the Excel copy of their PAs. Believe it or not, before I specified that I want the Excel copy emailed to me, I had managers scan or convert them to pdf and even scan their handwritten PAs to me. The lesson here – be specific about how you want them back. Tell your managers exactly how they are to return their preliminary PAs back to you.
The reason I ask for the preliminary PAs is because the next week I will start building the Talent Review Meeting notebooks in preparation for the Talent Review Meetings – the most effective part of the cycle. The reason I want them back in Excel is because I review each one before printing them out for the notebooks to ensure they are done correctly and to fix any issues that I see.
And believe me there are issues. Each manager has a different level of proficiency with Excel which will become very obvious while your reviewing their PAs. This is just the way it is and I can’t change their proficiency so I just correct what needs to be corrected. I want to point out that I don’t change any scores or comments, I just correct any misspellings and fix things that were done incorrectly.
Now before I review each PA, I need to set up a system that keeps everything organized. I can’t stress enough how important it is to be organized during this part of the process.
The first thing I do is create a checklist, of which I’ve attached a template to this blog post. Keep this checklist updated every single day because if you don’t, you’ll find yourself making embarrassing mistakes — trust me, I know!
The checklist is fairly simple and contains six columns:
1. Manager: Manager’s name
2. Employee: Employee’s name
3. Prelim PA: The date I receive the Preliminary PA via email from the manager
4. Sent to Print: The date I print the Preliminary PA to make the TRM notebooks
5. Final PA: The date I receive the final signed PA from the manager
6. Objectives: The date I receive the final signed Objectives from the manager
I pull the Manager’s Direct Report list from our HRIS and add columns 3 through 6. I also color code each manager and employee to their physical location in the company which I’ll explain next week when I discuss prepping for the Talent Review Meetings. So for the purpose of today’s post, I’m only concerned with the Prelim PA column and will discuss the other columns in future posts when they are relevant.
After creating the checklist, I create a folder in my Outlook titled 20XX Objective and PA Cycle containing sub-folders of each manager (click here to see how to create sub-folders in Outlook). So as their emails come in, I have a place to file them when I process my email during the day. I use this method as a placeholder for their PAs until I can get to my scheduled block of time to start the real processing and organizing. If I don’t do this the email may get lost or deleted and I have to ask the manager to resend which is kinda embarrassing.
Next, I block out time each day this week to process and organize the PAs that have come in. I do this by opening each email and copying the PA to a file on my hard drive.
Similar to what I did in Outlook, I create a file on my hard drive for each manager with three sub-folders:
1. Preliminary folder: Where the PAs sent to me this week are filed
2. Final folder: Where the final delivered and signed pdf PAs are filed
3. Objectives: Where the final signed pdf Objectives are filed
Again, for the purposes of today’s post, I am only concerned with the Preliminary folder and will discuss the other two folders when they become relevant in future blog posts.
Next let’s talk about the deadline date. I always make Wednesday the deadline. Why? Because if I make it Friday, I will get a flood of PAs sent to me late on Friday afternoon as I’m trying to wrap up my week and prepare for the next week. By making the deadline Wednesday, you’ll get approx 70% of your PAs turned in by that day. The remaining will trickle in and you’ll have approx 95% of them in by Friday. The remaining 5% will be the chronic procrastinators and no matter what you do, they will always be late and last minute.
I like getting the bulk of the PAs in by mid-week. That way, I have the time I need to process and organize them.
So now that we have our checklist, have set up sub-folders in Outlook, and folders in our hard drive, we can start the processing or organizing.
As the PAs come in and when I move them to their appropriate Outlook sub-folder, I check them off on my checklist by entering the date they were sent to me. I like to have the data of which managers are able to meet the deadline and which are not.
On Thursday morning, I schedule a block of time to review and correct each PA. I also send out an email to each manager who hasn’t sent in their PAs gently reminding them that the deadline was yesterday. I repeat the email on Friday and then again on Monday and Tuesday the following week. This generally brings in most of them, except for the chronic procrastinators, of course, who will typically get them to you the morning of the TRM!
Well that covers off on the Deadline Week for Preliminary PAs. Next week I will discuss how to prepare for the all important Talent Review Meetings!
Below is the link to the HHHR Objective and PA Checklist template. You are free to use and modify is as you see fit for your needs.
HHHR Checklist Template for Objectives and PAs: 20XX HHHR Checklist Template for Objectives and PAs (Example Organization)