Take Time to Pause and Reflect: Introducing the “Wrapping Up” Conversation

First-Time Manager A Great Start GraphicIn the just-launched First-time Manager program from The Ken Blanchard Companies, co-creators Scott Blanchard, Ken Blanchard, and coaching expert Linda Miller focus on one aspect of good performance management often overlooked by first-time managers.

“We call it the wrapping up conversation,” explains Scott Blanchard. “It’s not complicated or formal; it’s simply to acknowledge the completion of a project, task, or goal and honorably conclude it before moving on to the next thing.

“The late Warren Bennis often said managers need to balance action with reflection. Typically, managers and teams race toward a goal. But as soon as they attain it, before anyone has the time to honor, celebrate, or even take a deep breath, they jump in to the next one.

“The wrapping up conversation gives managers and direct reports a chance to look back and savor success as well as learn from mistakes. It’s a way to reflect, process the experience, and gain knowledge before starting another project.”

One area that Blanchard believes can be improved through more frequent wrapping up conversations is the annual performance review process—a hot topic in management circles these days.

“Offering feedback only once a year makes it hard to provide people with meaningful or actionable information. But having regular wrapping up conversations creates space for both manager and direct report to discuss what they’ve just learned. It allows them to take action and make changes in real time instead of waiting until the end of the year when it might be too late.

“Feedback needs to happen a lot more than once a year. Our research shows that there is a 30-point gap between how often people want to receive feedback and how often they are currently receiving it.”

Blanchard believes the wrapping up conversation can help both new and experienced managers see the performance review as more of a side-by-side discussion than a top-down evaluation.

“Traditionally, a performance review is a review of the employee’s performance, not a review of the quality of the relationship between the manager and the direct report. The wrapping up conversation creates a more thoughtful situation where both people can reflect on their individual roles and contributions toward the success—or lack of success—of a project or task. It’s a good time to discuss what the manager did or didn’t do to help the person achieve the goal. We believe the job of a manager is to help people get an A, not to mark their paper—a concept made popular in the 2009 book Helping People Win at Work, co-written by my father and Garry Ridge, CEO of WD-40 Company.”

For managers interested in exploring the use of wrapping up conversations with their direct reports, Blanchard suggests three ways to get started.

Begin by endorsing the person and celebrating the achievement. Ask how the person feels about the goal or project.  For example, you might ask what the direct report thinks went well and what they learned from doing the project.

Discuss the results and the impact collaboratively. Focus on the benefit that was derived or the learnings that occurred as a result of the project.

Ask about possible areas for improvement. If something could have been handled differently, be willing to tell your truth. Be sure to listen for wisdom gained and to inquire about personal development. Remember to finish by expressing confidence in the direct report.

Done right, wrapping up conversations create space for managers and team members to celebrate results, acknowledge learning, keep people energized, and promote development by honoring work that’s been done.  Are you taking time to pause and reflect?  A wrapping up conversation can help.

PS: Interested in learning more about how wrapping up conversations help with improving your performance review process?  Join Blanchard for a free webinar on March 23.

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