Self-Evaluation

It is very difficult for most people to do an honest self-evaluation.  We tend to be either too hard on ourselves, or too easy.  The best way to help someone learn to do an honest self evaluation is to give them a process to use that makes it easier.

I've attached a spreadsheet that can be used for self-evaluation.

Saxe Exercise

There is an example included on the spreadsheet to help clarify how to use it.  The example is in blue font.  I've added more descriptors below.

Objective - Your objective should be stated as a SMART goal (Specific, Measurable, Achievable, Realistic, and Time-Bound or Timely).  It may take multiple actions to achieve the objective, that is not a problem.
Action taken to achieve objective - This column will contain the discrete steps that will add up to achieving the objective.  Make sure there is an observable result for each action.
What do you expect to see as a result of this action? - This column will contain the visualization of the result.  This column should be completed prior to action being taken.
What was the actual result from this action? - This column should record the observed result of the action.
What does the result look like; what observable difference has your action made? - If the result of the action was what was expected, this column will be blank.  This column is used to observe what a deviation from expected result looks like, and how it deviates from expectation.
Were there unintended consequences of this action? - This column is used to describe any unintended consequences of the original action, and also to start the evaluation process of why column E had to be completed.

By charting performance this way, it is easy to separate the emotion from the facts.  The great thing about this process is that you can also see when your result was better than expected, or when there was an unintended positive result.  Always keep in mind that the goal of all performance evaluations is to help people grow and improve their skill sets.

This device can also be used when designing a process or system.  By documenting what you "see" from a process in the design phase, you create a platform for collaboration.   A diverse and virtual team can "see" what each other imagine and create the best outcomes by incorporating the diversity of vision in the group.

Why is this a "Saxe" exercise?

"Six Blind Men and an Elephant" by John Godfrey Saxe inspired using visualization to dispel argument and create a common vision.  The tool evolved from a planning tool for group collaboration, to a tool also useful for self-evaluation and goal planning.

I'd love to hear from you, comments welcome.