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Keys to
Successful
Performance
Review Meetings
Performance Review Preparation
• Notify employee well in advance
• Create a clear outline of objectives
   – Share in advance
• Prepare all relevant information in advance:
   – Goals and Performance Dimensions
   – Data collected (emails, notes, project work)
   – Notes from feedback and coaching sessions
   – Metrics, formal reports, status checks
Conducting the Performance Review
•   Meet in a private, quiet location
•   Be direct & make important points early
•   Be specific in describing performance
•   Address performance over entire year (or given period)
•   Discuss the impact on others & the organization
•   Ask for ideas and input
•   Listen to the employees views
•   Summarize
•   Express appreciation for their input
Effective Performance Rating Techniques
• Be aware of potential rater errors
   – Halo Effect/Horns Effect
   – Primacy/Recency (Latest Behaviour Effect)
   – Rater Tendencies – strict, lenient, central
   – Same As Me/Different Than Me Effect
• Use multiple “tools” to assist in the decision of your rating
• Always provide a comment for each rating
Tip


A good performance interview leaves both parties
      feeling they have gained something
Performance Review – Don'ts
•   Just tell the employee what their performance is – discuss it
•   Interrupt when they are providing input
•   Ignore or make light of what they have to say
•   Listen to hearsay
•   Focus solely on the negative aspects of performance
Performance Review – Don’ts
•   Get emotional or become argumentative
•   Surprise
•   Sandwich criticism between praise
•   Take defensive postures
•   Send mixed messages
•   Assume silence implies agreement
•   Leave the review without next steps for follow-up
“Example is not the main thing in influencing
  others. It is the only thing.”

           ~ Albert Schweitzer
           1952 Nobel Peace Prize Winner: philosophy on “reverence for life”
Assessing Performance
             Performance is most effectively assessed
                through regular check-in sessions:

• Allows you to determine whether critical elements of the job are
  being met
• Encourages clear communication of goals & objectives
• Allows employees to express concerns or constraints
• Identifies tools or resources needed for improvement
• Allows for coaching, guidance, & support
Keys To
      Performance Management Success


• Establish clear expectations
• Ensure clear communication of goals and objectives
• Base Goals/objectives on objective criteria for
  measuring performance
• Ensure consistent measurement for all employees
Keys To
   Performance Management Success


• Measure outputs & competencies relative to business
  goals
• Increase ownership & accountability
• Provide a legally defensible process

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Revised Keys To Successful Performance Review Meetings

  • 2. Performance Review Preparation • Notify employee well in advance • Create a clear outline of objectives – Share in advance • Prepare all relevant information in advance: – Goals and Performance Dimensions – Data collected (emails, notes, project work) – Notes from feedback and coaching sessions – Metrics, formal reports, status checks
  • 3. Conducting the Performance Review • Meet in a private, quiet location • Be direct & make important points early • Be specific in describing performance • Address performance over entire year (or given period) • Discuss the impact on others & the organization • Ask for ideas and input • Listen to the employees views • Summarize • Express appreciation for their input
  • 4. Effective Performance Rating Techniques • Be aware of potential rater errors – Halo Effect/Horns Effect – Primacy/Recency (Latest Behaviour Effect) – Rater Tendencies – strict, lenient, central – Same As Me/Different Than Me Effect • Use multiple “tools” to assist in the decision of your rating • Always provide a comment for each rating
  • 5. Tip A good performance interview leaves both parties feeling they have gained something
  • 6. Performance Review – Don'ts • Just tell the employee what their performance is – discuss it • Interrupt when they are providing input • Ignore or make light of what they have to say • Listen to hearsay • Focus solely on the negative aspects of performance
  • 7. Performance Review – Don’ts • Get emotional or become argumentative • Surprise • Sandwich criticism between praise • Take defensive postures • Send mixed messages • Assume silence implies agreement • Leave the review without next steps for follow-up
  • 8. “Example is not the main thing in influencing others. It is the only thing.” ~ Albert Schweitzer 1952 Nobel Peace Prize Winner: philosophy on “reverence for life”
  • 9. Assessing Performance Performance is most effectively assessed through regular check-in sessions: • Allows you to determine whether critical elements of the job are being met • Encourages clear communication of goals & objectives • Allows employees to express concerns or constraints • Identifies tools or resources needed for improvement • Allows for coaching, guidance, & support
  • 10. Keys To Performance Management Success • Establish clear expectations • Ensure clear communication of goals and objectives • Base Goals/objectives on objective criteria for measuring performance • Ensure consistent measurement for all employees
  • 11. Keys To Performance Management Success • Measure outputs & competencies relative to business goals • Increase ownership & accountability • Provide a legally defensible process