Sales performance evaluation for Engineering

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Performance Reviews make it the least exciting  time of the year! Your plate may already be full,   and now you have to write your self-review,  too. There are real things at stake here!   Your Management's perception about you, and  this can increase or decrease your chances of   getting a raise in the future. So what can you do  here to make yourself look good? in this video,   I'll share a simple three-step process that  you can use to help make it easy for you to   write your self-review, that really helps make  you shine and increases your chances of getting   that raise! You'll want to stick around till the  end because I've included a bonus on how to set   you up for success for the following performance  review period. Step one - Brainstorm Your Wins and   Learnings. We want to have data to show where  we have met or exceeded in expectations. For   reference, think about the projects that you and  your team have delivered in the last performance   period. Think about your specific contributions -  where did you lead? Where did you support? Also,   for each project, did you meet your goals?  Example of a goal: Deliver feature X by March 1st,   2022. If you completed the goals or met a major  milestone, that could count as a win. If not,   capture any learnings. If you are using a tool  like JIRA, or an other project management tool,   you can run a query to see everything that  you delivered in the last performance period.   If you're unclear where to start, talk to your  project manager or scrum master and they can   help provide this query for you. Filter and  pick your major wins and major learnings.   Step 2 - Present Your Wins. Now how do we present  this succinctly but with major Impact? Instead of   "delivered project A on March 1st, 2022" which  is passive and doesn't have sufficient context,   I use the STAR framework which is traditionally  used for interviewing. You provide the situation,   the task that you had, the actions that you took,  and the result or the impact. Be as specific   as possible! Project A was running a couple  years behind schedule - that's the situation.   I was hired to lead the team and deliver the  project by March 1st, 2022, which was a new   date that we had promised to our users - that's  the task. I took ownership and led the following   engineering and process improvements: streamlined  the planning process, created dashboards,   automated X system - those are the actions that  I took. As a result, we delivered the project   on-time, improving user engagement by 30% and  retention by 20% - here I showed the results.   Stating the results has been super valuable!  This is what has helped me make strong cases for   promotions and raises for my people in the past.  Make sure to include any relevant links that may   help support here. You also want to reference back  to the behaviors to show your strengths. These are   behaviors that the company expects for everyone  to live day-to-day. These usually tie back to   the company values. One example of a behavior  is leadership, or it could be collaboration or   teamwork. The behavior that I demonstrated was  leadership. This level of detail also serves as   a good record in case your manager changes in  the future. Step 3 - Present Your Learnings.   I would make it as specific as  possible. Also include the next steps.   Here's an example - I received feedback  that I'm not biasing to action. At the time,   I would wait to get a lot of data before making  any decisions - that's my learning. From now on,   I will set deadlines for myself on when I need to  make a decision so that I can move my team forward   in a timely manner and learn from the results -  that's my next step. Warning! Depending on the   company culture and your manager, you may want  to be strategic as to what you include here.   Some managers, like me, appreciate the candor. For  me, it's less important that we made a mistake,   but more important how we've learned from it.  Other managers may use this data against you. So   be mindful as to what you include. Quick bonus: I  want to make sure you're set up for success in the   next performance period as well. I suggest taking  five minutes at the end of every work day to think   about 1 or 2 wins that you accomplished that day.  Capture these in a document. Also capture any   positive feedback that comes your way. If someone  says, "hey, great job regarding that project,"   capture that quote in a document. Also capture  who said it, and when, and what was it related to.   All of these will help you refresh your memory  when it comes for your next performance period.   Let's celebrate one of your wins from the past  performance period! Add it in the comments section   below. I'd love to check it out and cheer you  on! Make sure it's not confidential though! Goal   setting is an important part of setting you up  for success for your next performance period. So   make sure you check out this video on how to set  goals. Thank you so much for your time. Take care!