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Writer's pictureAndrew J Calvert

The best things I learned in training: Conducting a performance review

Almost no one looks forward to a performance review - but with these practices you can do a better job and lessen the dread - for yourself and the employee


BEFORE

  • Prepare for a focused discussion. Plan how you start the conversion; review the employees' highs and lows for the whole year (not just the last 3 months), collect examples so you can illustrate feedback clearly

  • Pick a location where you will not be interrupted (no coffee shops, canteens or in a public area) and

  • Choose a time that allows you and your employee to have a good amount of time for the discussion


DURING

  • When the employee arrives, be sure to set expectations of what you want to achieve, this is meant to be a discussion so let the employee know that is an expectation

  • Share your core points citing examples previously collected

  • Invite reaction to your feedback and examples. If you are met with silence you might need to have another follow up discussion after the employee has had the chance to reflect on the feedback

  • Have the employee summarise the feedback given then

  • Jointly decide next steps

  • Provide the written text to the employee there and then



AFTER

  • Follow up with the employee to ask for reaction and clarify next steps in any development planning for the year ahead

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