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Creating Successful Leaders

Category Archives: Goals

Two women meeting over notebooks

If you’re like many people, you dread your annual performance review. It’s not the prospect of getting in trouble, it’s that performance reviews can be just…tedious. They often feel like a distraction–something you have to get out of the way before you can move on with business as usual.

It’s unfortunate that performance reviews have received such a bad reputation because they can be enormously valuable!

Instead of shying away from this year’s performance review, kick yourself into high gear and focus on taking advantage of everything a performance review can and should be. Think of your review as an opportunity to do one or more of the following:

1. Ask for a Raise

According to Grant Sabatier, author of Financial Freedom, one of the best times to ask for a raise is during a performance review. Sabatier says, “Your annual performance review is a natural time to ask because your boss is already thinking about your value to your company. If you come with your market-value research, you are significantly more likely to get a higher raise.”

Just be sure to put together a solid case for asking for a raise (find a few hints in my past blog post), and practice your speech in front of the mirror or to a willing partner. The goal is to sound as confident as possible when making your ask.

2. Identify Weak Points

Performance reviews are a great time to ask critical questions about yourself, your work performance, and what you can do to improve. Think of it as a time to gather as much information as possible to have a successful year ahead.

If you don’t understand or agree with a piece of feedback, don’t argue or get defensive! Simply ask clarifying questions and attempt to understand where the feedback is coming from. If the advice seems sound, develop a plan for putting it into practice.

3. Create Change

It’s easy to complain about everything you don’t like about your workplace behind your boss’ back. Not only is that counterproductive, it can bring down the attitude of the entire office. Instead, keep a list of things you’d like to see changed, tweaked, or eliminated. Be sure to brainstorm potential solutions as well.

When it comes time for your review, present your list to your superior in a respectful, solutions-oriented way. Get excited about the potential changes, and show you’re willing to put in some time to make them happen. Instead of seeming like a complainer, you’ll be viewed as someone who is motivated and bold enough to take initiative to make positive change.

Performance reviews don’t have to be a slog. Think of them as opportunities to carve out a better year for yourself and the workplace. Get excited for your next review and start planning the conversation you’d like to have with your boss. Here’s to a self-made year!

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clean corner desk


Spring is in the air! This is the time of fresh starts, newly budding flowers and trees, and…spring cleaning. Maybe you’ve been on a Netflix Tidying Up kick in which you’ve parted with clothing and objects that “no longer bring you joy.” Maybe you’re preparing to give your entire house a good, thorough scrub. That’s great, but have you given any thought to your professional life?

Just as we sort, scrub, cleanse, and revamp our personal lives, so too is it healthy and productive to rejuvenate our professional lives.

I recommend setting aside at least half a day (or an hour a day for several days in a row) to sort and reorganize your professional life. Take the time to deal with overflowing inboxes, ancient file folders, outdated information, and that stack of free stuff and business cards you’ve accumulated from work events.

Here are five places to start:

1. Your Email Inbox

There are times when I’ve simply selected all my emails in my inbox and deleted them en masse! Though I don’t necessarily recommend that, I do recommend purging the build-up in your inbox. Do you really need all those old newsletters and appointment reminders?

If deleting things seems scary, create a file folder called “Archive,” select all your emails, and move them into that folder. That way you can always access them if you need them. Then, create a system of file folders to deal with any new incoming mail (i.e. you could create a folder for each of your clients, each co-worker, or folders for specific subjects, depending on the nature of your work). When new email starts flooding in, delete the junk, sort important notices into files, and keep your “to-dos” in your inbox until you address them.

2. Update Your Resume

When was the last time you took a look at your resume? Does it need a revamp? Even if you’re not actively looking for a job, it’s a good idea to keep your resume up to date. Make sure your current job description is accurate, all the dates are correct, and any irrelevant or outdated information is deleted. You may also want to update your reference list.  A career coach, such as myself, can help you give it a refresh.

3. Update Your LinkedIn Profile

Just like your resume, your LinkedIn profile might be stale or outdated. Give it a once-over and update your information.

4. Clean out your file folders

Yes, it is time to recycle those old tax documents from 1992. Take the time to leaf through your filing cabinet and get rid of information that is simply not necessary. You may also find that some documents can be scanned into your computer and saved in a digital file, rather than a physical one. Though this may seem like a daunting task, it is easy to break it up over the course of several days by, for instance, going through 10 folders every day.

5. Dump old business cards

If you’re like me, you’ve accumulated hundreds of business cards over the years. I’m willing to bet that most of them have been shoved in a drawer somewhere, never again to see the light of day! Sift through your desk drawers and get rid of those cards. If someone’s information is important, save it in a digital contact book or connect with that person via email or LinkedIn. While you’re at it, get rid of all the magnets, stress balls, and other doodads you’ve squirreled away in your desk drawers. If you haven’t used it in the last year, chances are you won’t ever use it.

Your professional life deserves a scrub-down! Commit to making a few positive changes to set yourself up for success. I guarantee your neatly-sorted professional life will help you feel better, save time, and may even motivate you to (gasp!) actually want to spend time in your office.

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It’s okay to be an odd duck!

Have you heard the phrase, “variety is the spice of life”? That’s true, of course, but it’s also the fuel of the workplace. It’s what drives innovation and creativity. Can you imagine what would happen if we all went quietly along with the status quo and no one ever dared to shake things up a bit? We would have never had the iPhone or the Tesla or the Mars Rover.

In my own life, I’ve dared to take some professional risks that ended up becoming much more successful than I had ever dreamed. For example, several years ago, I decided to advocate for the creation a new branch of my former company. Though I had been nervous to bring forth my idea, and even more nervous to execute it once the idea was approved, I forged ahead. Today, that branch of the company is worth several million, and is a thriving component of the company.

When you dare to contradict the status quo, propose a new idea, or create a bold new innovation, you are engaging the “big picture” side of your brain. Too often, we press ahead with our work, heads down, unable to see the forest for the trees. It pays to look up. Every once in a while, make a concerted effort to step back and question the current way of doing things.

Ask yourself the following big-picture questions and spend time contemplating the answers:

  • Do your goals or end points make sense?
  • Are you (or your company) serving the purpose you’re suppose to serve?
  • Are you working as efficiently or effectively as possible?
  • What changes would benefit the company as a whole?
  • What fresh ideas could be incorporated into your work or others’ work?
  • Have you considered the customer’s perspective and needs?

If you’ve identified areas that could be changed or improved, be BOLD and act! Dare to think differently. Dare to present your ideas to your superiors or co-workers. Your initiative could make an enormous impact.

When you’re preparing to make a bold new change, tap into your reserves of courage. Follow the 5 Ps of Courage (as outlined in my video), and build confidence in yourself and your idea. You can do this! Innovation is built by daring individuals with big ideas.

MARGARET SMITH IS A CAREER COACH, AUTHOR, INSIGHTS®DISCOVERY LICENSED PRACTITIONER, FOUNDER OF UXL, AND CO-FOUNDER OF THE TAG TEAM. SHE HOSTS WORKSHOPS FOR PEOPLE WHO NEED CAREER OR PERSONAL GUIDANCE. YOU CAN VISIT HER WEBSITE AT WWW.YOUEXCELNOW.COM

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