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but this is the self performance appraisal form where at the end of the year you give this to staff members on your team and you have them fill out their answers in each of these boxes about questions about how they thought they did by way of their performance each year [Music] okay so um i do want to show you show you guys all something today i'm going to kind of address two different little elements that um i find myself talking a lot with my coaches about especially this time of year this one and they're both pretty quick this first one actually applies a little bit more to people that are working on or with real estate teams um or in any type of leadership role to be perfectly honest with you but i still think you'll all like it and it's pretty quick little things so bear with me i don't usually get into stuff that's this specific but i cannot tell you how much uh this comes up right now so check this out this is called a self performance appraisal form and the self performance appraisal form you can see here this is a fillable form when you can you know type in your uh sample answers in each little box what we do with the self performance appraisal form is you probably you guys have all probably heard about annual performance reviews okay uh where you're you know you've got people that you're working with it's the end of the year you know you're supposed to do like an employee review or an agent review or an independent contractor review and usually you sit down and you you know you give them a review you tell them here's what i thought and it's hard because we don't you know it's hard to sit down and think of everything that happened over the whole year we also want to make it a a a process where the person being reviewed gets a lot out of it so what i have seen over the years is a self-performance form where they actually do a self-evaluation first so we give them this sheet of paper which i'll go over here in a second and say hey could you fill this out by next friday maybe give them a week at least a weekend in there somewhere to get it done and it asks them a lot of questions that they're gonna type in their answers to in privacy by themselves and they can put as much time into it as they want to without any pressure around them okay now if you're working with administrative staff members oftentimes those are on the disk behavioral profile those are sc behaviors which are a little bit more reserved a little bit more shy so if you get them in an interview situation where you're asking them questions they're going to climb up a little bit however if you give them this form they can take their own time in their own privacy to say what they really want to say so you'll see that sc behaviors won't tell you much but boy they'll write you an essay and that's great because now they're communicating like mad and we can actually see what they really think about a lot of these topics okay so we're going to give them that and give them a week to look it over and then they're going to ask them to give it back to us then they give it back to us and fair's fair me the employer i'm going to review it in privacy by myself so i can take some time to review all their answers and see how what they felt they did i might make notes on there things like that because then ultimately step three is going to be to sit down with them and go through their answers with them one by one and that's when i'll weigh in on my thoughts about each one okay so i'm going to talk about their responses to each of the questions and then i'm going to weigh in on my thoughts on each of their responses on the self performance appraisal form i saw my wife just logged in robin you've used this before with people on your team or i just catch you and you don't know what i'm talking about don't know what you're talking about sorry let me let me just show you since i got you on here i think you've used this before if not just disregard this but this is the self performance appraisal form where at the end of the year you give this to staff members on your team and you have them fill out their answers in each of these boxes about questions about how they thought they did by way of their performance each year and then they give it back to you you review it take a look at it maybe even write little notes about your thoughts about their performance for each of these questions and then you sit down and you meet with them and go over their answers and your thoughts at the same time have you ever have you ever used it before uh not specifically this one i like that they fill it out first what we've done in the past is i think it's a kw term the cash talk okay a sh knowledge attitude skills and habits correct and quarterly we meet and we talk about you know what like a growth path what what else do you need to know what you know what mindset do you need that's attitude what skills can i do so but no i like i like that one better yeah the difference is this one's a self-appraisal like they do it first i i like that too because it really forces them to communicate which i have noticed in an employer employee relationship or whatever type of leadership relationship you've got the employee tends to communicate less and this gives them the first word and as long as a word as they want so they dictate a lot of it and quite frankly from a team leader role i mean it takes a lot of the a lot of the laboring or off you you know you just get it back you take a look at it you you say things like i agree or have you thought about this and you make little notes then you sit down it's been real thorough it's been something we've talked about for a while i have seen through this process with regards to team structure organization and personnel some of the biggest leaps and bounds on real estate teams get made because of going through this process this works with any industry this works with any type of role between mentor mentee leader follower team leader agent employer employee et cetera et cetera et cetera and i'll just give you an example here of what some of the things reference like the first question is what have been my major achievements or contributions in this appraisal period so what have you what have you accomplished this year it makes them go back and think about that all the good stuff they've done for the team here's what i've accomplished believe it or not that makes them feel good by going through that exercise what have been my major frustrations one of the biggest obstacles i've had to go through this year right have there been any obstacles that have held me up that have interfered with my performance and meeting my objectives right what effect has my working here had on the business customer service and teamwork during this appraisal period it makes them say positive things about themselves it's hard for people to do and they won't do that verbally what new task duties did i take charge of this appraisal period if they didn't take on take charge of anything new it helps them realize that too maybe we do need to grow a little bit take on some more responsibility how do i feel about my current position in terms of challenge and opportunities to grow and contribute now you're going to get people that have a bad attitude that has been simmering for a while it might come out here we can finally address it before it simmers to a boil or something much worse later on what was the best training seminar conference coaching session i attended within this appraisal person am i getting good training is what i'm asking about what skills did i pick up from it am i still growing did i meet my own goals what are the areas i need the most improvement where do i need help where am i struggling what are my career goals and if they don't have goals and they don't see any opportunity that's a problem you've got a short timer anyone that is on in a position with you that does not see a place to go does not see a future they're looking for other options along the way trust me so what that means we got to repaint that vision of growth for them in places they could go and show them options okay and it goes on and on but that's the idea behind the self-evaluation form