Exercise 7: Appraisal Interview Analysis
Manager = M
Employee = E
M:
Hi, Chris. Welcome. Please sit down.
E:
Thank you.
M:
As you know, this is the regularly scheduled performance
appraisal that I conduct with each employee. The purpose
of this talk is to review your performance during the past
year. Actually, there should be few surprises because I’ve
tried to keep you informed throughout the year. You’ve
read over my report, I assume, so I want to spend our time
discussing some critical areas and answer any of your
questions.
E:
Fine, that sounds good because I do have some questions.
M:
I’d like to start with the positive areas. Let me just list the
areas of your greatest strengths:
1.
You seem to be able to handle the cash drawer
without assistance or errors.
2.
You have the ability to explain savings services
effectively to customers.
3.
Your general attitude toward the job is quite positive.
In general, I’m impressed with your abilities after being
here only 9 months.
E:
Well thanks, I’ve really tried hard. I enjoy working here
and that really helps. My co-workers are really a joy
to work with--they make it easy.
M:
Now, I’d like to explore with you 3 areas of improvement.
First, I’ve rated you average in organizational abilities.
At times, you seem unorganized.
E:
Well, I just try to do so much...sometimes I don’t take
time to keep things organized. I mean I try to keep
my papers straight and stuff, but my priority is on
customer service.
Comments:
Comments:
M:
Oh, but I still think some improvement is needed here.
E:
I’ve always had this problem and frankly, it seems more
important to serve customer needs.
M:
Secondly, I’d like to see some improvement in the area
of cross-selling. We set a goal of cross-selling 7 NOW
accounts. You actually sold 5 NOW accounts. I’d like
to see that up to par next year. You know this a high
priority in the business.
E:
I know I’ve kind of failed in that area, but sometimes it’s
so hard--I feel kind of awkward mentioning it--I just try
to be friendly--I don’t want to offend the customer--I feel
like I really service the customer effectively.
M:
Well, you do, but I’d still like to see more cross-selling.
The third area is bringing in new customers. We set a
goal of 10 new customers--I have only 5 new customers
credited to your efforts this year.
E:
You know that goal is practically impossible--all my
friends already bank here--and I just don’t know what
to do.
M:
I understand. This isn’t really criticism. Overall you’re
doing a fine job--I want to emphasize that! For only
being here 9 months, I’m impressed, really!
E:
So you think I’m doing a good job?
M:
Yes, basically yes. You are making progress, I’m
pleased. Do you have any questions?
E:
No, it’s basically what I expected. I mean you always
tell me I’m doing a good job.
M:
Well, there are some areas of improvement.
E:
Yes, I know, but basically, I’m doing a good job. I
mean I like my job and the people I’m working with.
Is that all?
M:
Yes, I guess so, except I need you to sign this form.
Questions:
1. Was this interview effective? Fully explain your criteria for effectiveness. Be
specific in your explanation by showing your proof.
2. What specific suggestions would you make for the EE?
3. What will be the most likely future results of this interview?