One thing is certain; the situation must be addressed. If we let our doubt and discomfort get in the way, it will likely get worse over time. We have all experienced “the elephant in the room” – we know there is an issue, but no one is talking about it. That’s not the behaviour we want to emulate. We want to be courageous and authentic project leaders who are able to have a crucial conversation even if it's uncomfortable.
It’s tempting to escalate performance issues to HR straight away, but before we start complaining about a team member, we need to sweep in front of our own door and become the best manager we can. As a first step it’s about setting clear expectations with the team member. Agree what needs to get done, what a good outcome looks like, when it will be completed by, and what the team member should and should not be doing. Too often expectations are unclear and we can get into an argument about whether the team member is performing or not. Ideally, a person’s performance should be easily assessed based on objective agreements.
Setting expectations is not a one-way conversation from manager to team member. That won’t build trust and it won’t get anyone’s buy-in. Instead, we have to use questions to help the individual think through the task and flush out issues. What roadblocks do they foresee? What support do they need? By when can they get the task done? If they have other assignments on their plate, we need to help them think through the priority of this task in relation to their other work. High performers have this under control. Low performers need help.
When we’re working with an experienced team member, we don’t have to agree how they will do the work. Figuring out the “how” can be very motivating for an employee. But when the person is underperforming (or is too junior to know how), we need to train and mentor them. The goal is to give them the support they need whilst avoiding being a micro manager and constantly looking over their shoulders. Agreeing up front how often we’ll check in with each other creates transparency and certainty for both parties.
For underperformers, it’s also important that the assignments aren’t too big or complicated. The best way to set someone up for success who lacks in skill, confidence or motivation, is by starting with something small. We can then monitor the situation and gradually increase the complexity of tasks when the team member is ready for it.
Give constructive feedback
In addition to offering our support and creating firm agreements, we also have to give our team member clear and constructive feedback. They need to know exactly where they stand and what the performance issue is. In doing so, make sure you’re not overly critical and only focus on the negative as that could trigger them to feel insecure and perform even worse. Highlight some of the aspects that you believe they’re handling well, and tell them that you want to support them and help them improve. Making the team member feel safe and wanted is a key aspect in getting through to them psychologically.
At the same time, you do have to be clear about which of their behaviours they need to improve on. Don’t just say that they make too many mistakes, that there is a problem with their attitude or that they need to be more proactive. That’s too generic and not helpful. For your feedback to be effective, highlight specific behaviours and situations you find problematic. Tell them why their behaviour is problematic and give them concrete suggestions so that they understand what a more effective behaviour looks like. Bear in mind, that if the team member knew how to do things differently, they probably would be doing it already.
So, instead of saying the quality of your work is not good enough. Say: I noticed that in yesterday’s report there were errors on page 4 and 5, meaning we can’t send it to our clients. I need you to triple check your work before you send it to me. Are you able to do that? And instead of saying: You need to improve your communication. Say: When you got stuck last week and missed the deadline, I wasn’t aware that you needed help. Next time, I would like you to notify me and ask for help. Is that okay?
Before you give your feedback, ask yourself if your message is clear, if it’s conveyed with good intentions, and if it’s helpful to the receiver. The purpose is to support the employee, not to trip them up or make them feel insecure. Try to balance being firm, yet kind and supportive at the same time. It’s important to treat people properly and encourage an open dialogue. If performance isn’t improving after you’ve tried the above, perhaps then it’s time to seek help from your manager or escalate to HR.