Ten Ways to Conduct a Great Performance Review

By Dennis McCafferty  |  Posted 12-06-2012

Ten Ways to Conduct a Great Performance Review

1. Year-Round Process
Don't wait until the arrival of the annual review to evaluate employees. Take notes on their job performance throughout the year.

Ten Ways to Conduct a Great Performance Review

Ten Ways to Conduct a Great Performance Review

2. Due Diligence
Gather informal and formal feedback from a broad range of superiors, peers, subordinates, partners and customers.

Ten Ways to Conduct a Great Performance Review

Ten Ways to Conduct a Great Performance Review

3. Quality Time
Schedule the review for a day and time when you and the employee will not be distracted by projects and deadlines, and allow enough time for a quality session.

Ten Ways to Conduct a Great Performance Review

Ten Ways to Conduct a Great Performance Review

4. Self Awareness
Give each employee at least a week to conduct her or his own self-assessment. Be clear about what the assessment should cover, like measurable impact of performance.

Ten Ways to Conduct a Great Performance Review

Ten Ways to Conduct a Great Performance Review

5. Disconnect
All devices should be turned off during the review. Don't answer the office phone. Step away from your email in-box. Focus on the review.

Ten Ways to Conduct a Great Performance Review

Ten Ways to Conduct a Great Performance Review

6. Location, Location, Location
Consider conducting the review in neutral territory, such as a conference room, as employees may be intimidated to speak freely in your office.

Ten Ways to Conduct a Great Performance Review

Ten Ways to Conduct a Great Performance Review

7. Go Local
Try to conduct the review face-to-face even if the employee works in another location. Schedule the review for when you are in the employee’s area.

Ten Ways to Conduct a Great Performance Review

Ten Ways to Conduct a Great Performance Review

8. No Money Talk
Make it clear that compensation will not be discussed during the review—this meeting is all about performance and goals.

Ten Ways to Conduct a Great Performance Review

Ten Ways to Conduct a Great Performance Review

9. Ask Open-Ended Questions
Inquiries such as "What did you think about ..." are likely to spark a revealing and productive exchange.

Ten Ways to Conduct a Great Performance Review

Ten Ways to Conduct a Great Performance Review

10. Don't Just Set Objectives
Establish an agreed-upon roadmap to get there.

Ten Ways to Conduct a Great Performance Review