In a performance review meeting, would it be inappropriate to talk
about switching roles?
Not at all. This is a great time to talk about your future growth with the company. As others have said define your goals with what it would take to get you to a position you want to be in.
I had mentioned to my boss that I'd like to change roles.. it seems he
wasn't too excited about it as he stalled and reneged on a few
verbally-agreed upon meetings(with another boss, for whom I could
It sounds like your boss may not want you to change your role. There could be many reasons for this.
- You could be practically irreplacable in your current role. There are some people that just naturally take to certian roles and are extra productive there. It takes time to train a replacement and often the replacements never come close to the productivity of that star.
- The manager does not think you would be good at that role. This may be justified or not. Some managers have difficulty seeing beyond the boxes they put people in. Any job that isnt basically the same as the one being performed they believe is a risk of failure. And the manager sees a failed promotion as a failure of themselves, or that it reflects poorly on them. This also may or may not be justified based on the company culture.
- There are real costs associated with a change in positions. There are training costs for you and for your replacement. There are costs assocated with getting you set up to do the new role, as well other costs. Many managers get bonuses, or have goals associatated with their review to the profitability of their area. These costs tend to pressure managers not to allow to much change in their areas.
- There are other reasons that are real though less valid from a business stand point as well.
But the bottom line is your manager is delaying talking about your position change. If your review is coming up in the next month or so I would not push the issue. But it is not inapproriate for you to discuss this with your manager at a time other than your review. If your review is 3+ months out then I would try to get your manager to sit down and talk about the change before the review.
If the manager refuses I would have a discussion with your HR rep. They should be able to help you understand how career planning works within your company. If you have alternatives to waiting for your review. I would go into the meeting with HR as a time to ask questions. I would not try to throw your manager under the bus. As soon as you do the HR rep is likely to change from someone trying to help you to an advocate for your manager.
- Learn the process
- Define your goal
- Make a plan of action to achieve that goal using the process
- Act on your plan.
It is entirely possible that your company will make it difficult for you to change roles. You should prepare for that as well. You need to know what is most important to you.