During your appraisal or work performance interview, you may be asked to set some SMART Objectives or goals for your future development within the company or department. Goal setting is of particular importance for a PA and Secretary if you want a promotion to become an Executive PA. When setting goals, it is always advisable to ensure that the goals set are easy to understand and attainable by you. However, the goals should also tax you and ensure that you stretch your current skill base to learn something new.
As a PA (Personal Assistant), an EA (Executive Assistant) or secretary you may be asked to undertake an appraisal, this could be for junior members of staff. An Appraisal, Performance Review or Staff Review happens once a year. The appraisal gives the employee and the employer an opportunity to openly discuss the previous years working structure.
Some General Guidelines
Appraisals are on an individual employee’s job description. If you are conducting the appraisal you need to ensure that you are aware of the employee’s job description and not undertake a comparison with other employees. You also have to be aware that the appraisal is on their past performance and not on what you would like them to do. That is the value of job analysis and detailed job descriptions.
A rating system may form part of the appraisal process. The rating system could be a numerical, alphabetical system or a combination. All PAs or secretaries conducting an appraisal should be trained on the rating system used. A good rating could result in a pay rise or promotion. It is important that the rating system is robust, understood and utilised.
A Performance review or appraisal is one of the tasks managers hate to do, and employees hate to receive. The entire process can cause sleepless nights for both concerned and create lots of anguish. However, I would like to suggest that you may be looking at a performance review in a rather negative way.
A performance review should be a process that you look forward to and not something to be feared or dreaded. An Appraisal is an opportunity for you to talk to your employer about you. Within the conversation, you will discuss your current role as a PA or Secretary within the organisation and your Job Description. You could also discuss any potential career development or progression that you would like to achieve in the company.
Welcome to the Blog posts of Julie and the team. If you have been on one of Julie's training courses, you know that she is passionate about PA, EAs and Secretaries being the best they can be. She also has very strong opinions about what a PA, EA and Secretary should and shouldn't do.