“I am a new supervisor and will be required to conduct performance reviews for my team for the first time. I haven’t conducted a performance review before, can you give me some ideas how to do that?”
Whether or not your company has a formal performance review process, here are some suggestions that will make your review more effective.
1. Most importantly, employees should never be surprised by the results of their performance review. Reviews that are done on a cycle (quarterly, semi-annually, or annually) should not be the only time your employee receives feedback on their performance.
2. If you are new to your supervisory role and were not in your position for the total review cycle, then you should talk with the previous supervisor (if they are available) about your employee’s performance under their direction.
3. If the employee had goals established for the current evaluation period, in advance of your review session, have them self-evaluate how they performed to those goals.
4. Begin your review session with some personal “chit chat” in order to put the employee at ease, they are probably nervous.
5. If there were goals established for the employee, then ask them to review their self-assessment of how they performed to those goals.
6. Once they complete their self-assessment of their performance to goal, you then provide them feedback on how you see their performance to each goal. Accentuate the positive as much as possible, BUT be very specific about areas that need improvement.
7. Establish new goals for the next period that you both agree on. Those areas that need improvement should also have agreed upon new goals that address the improvement areas. Each goal should include the desired outcome and time frame for completion.
8. End the review session on a positive note. Make the employee feel you support them and will do what it takes to help them be successful.
Note: If you have set goals with specific due dates for completion, make sure you follow-up with the employee on those dates, I SUGGEST YOU DO NOT WAIT UNTIL THE NEXT REVIEW PERIOD.
If you practice these steps, you should have conducted a successful performance review.
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