This quick checklist is the jumping-off point for preparing, executing, and evaluating your performance conversations.
Step 1: Before conducting a performance review
- Select the right setting: The vibe of your meeting is influenced by the location. So think about the message a particular setting will send when choosing.
- Establish a regular meeting time: Schedule the meeting at least a week before to give your employees time to prepare.
- Set clear expectations: Make it crystal clear what will be covered so that the employees avoid anxious wondering.
- Create an agenda: Outlining your plan for the meeting makes it easier for you and your employees to come prepared.
- Prepare and share your notes: Getting on the same page about an employee’s performance before your meeting will lead to a more transparent and constructive conversation.
- Gather data: Come to the meeting prepared by collecting background information about goal progress and feedback from coworkers.
Step 2: During the review
Lead with positivity: When you lead with positivity, employees will feel relaxed and more comfortable during the review.
Start with an ice breaker: Kick off the meeting by conducting some fun quizzes to lighten the atmosphere.
Be a good coach: Approach the review as a two-way conversation. Encourage employees to ask questions in return to show their support.
Avoid distractions: Devote your attention to the meeting at hand, so employees know you value their time.
Schedule the next conversation: End your meeting with the next steps for your employee to work on.
Step 3: After the review
Document agreed-upon next steps: Ask employees to share feedback based on their takeaways from the meeting. Document the conversation to use as a reference for your next conversation.
Track individual goals: Regularly review goal progress to determine what’s going well or where employees need help.
Leave the door open: Let your employees know that you’re still there to help them succeed even though the meeting is over.
Original Source: Springworks Blog