How to judiciously conduct a performance review

Traditional performance reviews have always been a daunting and nerve-wracking experience for most employees, but this shouldn’t have to be the case. This Business Kitz blog will guide you through how to effectively conduct a performance review to ensure that both the employee and interviewer have a positive and constructive session.

What is the best way to conduct a performance review?

Creating a culture that encourages performance evaluation and improvement can assist you in growing a strong and effective business. It’s crucial to approach performance review meetings in a good and constructive manner as they are a key step in increasing your team’s trust during the process.

To see the best results, try to plan sessions once or twice a year. Maintaining a yearly calendar for formal performance review meetings can help your team see performance reviews as a regular and healthy company activity!

Supervisors who have daily interaction with team members are best positioned to conduct a performance review. After the sessions, you may want to review the results and discuss them with your senior staff members. Make certain that your management team members are applying your performance criteria consistently throughout your organisation and are conducting delicate talks with kindness and consideration.

How do I prepare my staff to receive feedback?

Inform your team members that they may anticipate comments on their performance. Also, inform them that the objective of the feedback is to recognise their importance to your company and to assist them in reaching their full potential. This Forbes article provides great advice on how to effectively present feedback.

During the performance review session, you may also wish to ask employees for feedback on their jobs and the company, since this may be useful in business planning. Recognising your employees’ worries and remarks will make them feel recognised and appreciated. 

How long will a performance review take?

It’s important to allow ample time for a performance review session, around 1.5 hours. You want to give team members enough time to become comfortable in the discussion as you want the sessions to be seen as a positive experience. By not rushing this process, it also gives the reviewer time to connect with the employee and build on their relationship. The employee should also feel comfortable enough to speak about any personal issues they may be experiencing that may affect their performance.

Anything else I should remember? 

When discussing the details of the performance review with the employee, it’s important to acknowledge the strengths and contributions of the team member. This will help them feel valued for their efforts and time. This also allows them to be more receptive to the constructive feedback they’re about to receive and makes the session less daunting.

Focus the first portion of your conversation on previous performance, then apply what you’ve learned to future objectives, planning, and performance. Work through the objectives, goals, and targets, concentrating on areas of need, opportunity, and merit — and reflect on the prior discussion’s objectives.

Consider approaches to manage staff difficulties and recognise strong performance that takes into account each team member’s requirements and preferences. For example, provide a staff member with family requirements, a fixed-period work-from-home day. Allow employees to come up with their solutions as well. They will be more likely to embrace ideas and suggestions for improvement if they were part of their development.

Agree on a new or updated set of objectives, and talk about your first ideas for training and development, new incentives, prizes, or other metrics. Make recommendations regarding training and development requirements that are measured, positive, and confident.

Do I need to keep records?

Yes, you must save all records from the performance review, including critical incidents, for potential future use. Maintaining performance evaluation documentation will allow you to create important records that will influence future reviews and staff development decisions.

Legal advice

If your business requires initial or additional performance review documentation,  Business Kitz can ease the process! You can book a free 30 minute-consultation with our experienced and highly qualified team via our website now. If you need legal advice or need assistance regarding staff performance reviews, our sister company, Legal Kitz, can assist you.

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