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Management Observation Program Best Practice 7 – Documented and Signed Observations

StrategyDriven Management Observation Program Best Practice ArticleRobustly implemented management observation programs offer many benefits to the organization and its managers. At their core, each of these benefits is derived from aggregation and analysis of the performance data gathered during the observations. Enabling required data synthesis necessitates the documentation of observed occurrences and conclusions. Desired behavior reinforcement and performance improvement, not to mention manager and observation program credibility, necessitate the employee be briefed on the observations made and conclusions drawn. As with all formally documented performance appraisal instruments, the documented observation should be signed by both the manager and employee.[wcm_restrict plans=”25541, 25542, 25653″]

I understand the need to document observation findings but is having the manager and observed employee sign the observation form really necessary?

Absolutely! These signatures are a very tangible demonstration of accountability on the part of the manager and employee. For the manager, his or her signature represents ownership for an accurate and impartial evaluation of the employee’s performance and the sometimes difficult and uncomfortable communication of the performance assessment to the employee. The employee’s signature acknowledges receipt of the performance appraisal. While the employee may disagree with some or all aspects of the evaluation, signed receipt makes him or her accountable for the feedback and therefore responsible for continuing the desired behaviors and correcting the performance shortfalls identified.[/wcm_restrict][wcm_nonmember plans=”25541, 25542, 25653″]


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Management Observation Program Best Practice 1 – Immediate Feedback

Can you remember what you ate for dinner last night? Last week? Neither can many others. How well then will a worker remember the nuances of his or her job performance days or weeks earlier on which feedback is now being provided? Probably not very well.[wcm_restrict plans=”41884, 25542, 25653″]

Like all feedback, that documented as a part of the management observation program has more impact when provided in a timely manner. From experience, providing timely feedback means as soon as possible after the observation is completed and in all cases prior to the end of the work day. This feedback should include reinforcement of desired behaviors as well as identification of areas for performance improvement.

Providing performance feedback long after the performance observation can result in several undesired consequences including:

  • enabling the lingering belief that the behavior exhibited was acceptable
  • realization of an adverse outcomes resulting from continued poor performance
  • transfer of the undesired behavior to co-workers, particularly new employees and trainees
  • engendering resistance to later corrective feedback because the employee has come to believe his or her performance was acceptable and memory of behavioral specifics has faded
  • diminished management credibility caused by the manager’s errant memory of past events conveyed when providing feedback

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