Conducting Annual Employee Reviews

Any great boss will tell you that employee reviews are a cornerstone for having happy and productive employees. Employees need to know what their strengths and weaknesses are. Once an employee understands their performance, you and the employee can take steps to improve their weaknesses.

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  • Course Objectives

Module 1:

  • How to Conduct Annual Reviews

  • Develop the Process

  • Set Benchmarks Early

  • Agreement With Set Benchmarks

  • Hold an Effective Meeting

  • Knowledge Check

Module 2:

  • Categories for Annual Review I

  • Company Mission and Values

  • Customer Service and Quality Control

  • Problem – Solving/Judgment

  • Production

  • Knowledge Check

Module 3:

  • Categories for Annual Review II

  • Work Style

  • Resource Management

  • Communications Skills

  • Teamwork

  • Knowledge Check

Module 4:

  • Common Mistakes Managers Make When Conducting Employee Reviews (I)

  • Contrast Effect

  • Similar-to-me Effect

  • Halo (or Horn) Effect

  • Central Tendency

  • Knowledge Check

Module 5:

  • Common Mistakes Managers Make When Conducting Employee Reviews (II)

  • Leniency/Desire to Please

  • First Impression Bias

  • Rater Bias

  • Recency Effect

  • Knowledge Check

Module 6:

  • Successful Tips for Concept of Pay for Performance

  • No Surprises

  • Focus on the Basics

  • Show Clear Disparity

  • One for All and All for One

  • Knowledge Check

Module 7:

  • How to Tie Employee Compensation to Firm-Wide Returns

  • Set Quarterly Revenue Target

  • Set Employee Goal

  • Conduct Quarterly Reviews

  • Pay Out Quarterly

  • Knowledge Check

Module 8:

  • How to Communicate Employee Expectations Effectively

  • Have Regular Conversations

  • State What’s Working

  • Be Honest

  • Provide Mentoring

  • Knowledge Check

Module 9:

  • Meaningful Questions to Gauge Employee Happiness (I)

  • Ask Questions Frequently

  • How Transparent is Management?

  • Rate Quality of Facility?

  • Contributing Factors to Work Easier?

  • Knowledge Check

Module 10:

  • Meaningful Questions to Gauge Employee Happiness (II)

  • What Makes You Productive?

  • Recognition?

  • Opportunities to Grow and Advance?

  • Confidence in Leadership?

  • Knowledge Check


  • Post Test

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