Preparation is the key

Preparation is the key to a successful employee performance review. Reviews are not something you can just pop into and "winging it" if you want to get the best results from the review.

So how do you prepare? Start by gathering your data - by that I mean:


  • dust off last year's performance review - have a look through and see what was agreed, what training you had decided on, strengths and challenges as well as goals and targets
  • find the position description for both your role and the role being reviewed - so you can talk about how the two fit together
  • locate the business plan or corporate plan - highlight the key parts of the plan that relate to the role. Every job needs to be delivering on some aspect of the plan - work out specifically how the role contributes to the overall strategy
  • look back over any project reports, email updates, diary notes to list out as prompts the projects completed or started by the person in the role
  • review the personnel records relating to annual leave (to make sure the person is having sufficient breaks to rest and recuperate), sick leave (for any patterns such as always having a Monday off)
  • a copy of the employee's own assessment for this year (the best reviews ask for the employee to complete a self assessment form first and hand it to you before the review so you can read over the notes before the meeting. We will talk more about this in another post)

Once you have your data, look over the list and start to collate your thoughts into categories.


  • Background and context for the role
  • Last year's goals
  • Areas of strength for the person
  • Areas of challenge for the person
  • Team member approach & attitude
  • Areas for development
  • Upcoming projects and targets
  • Administration
Once you have your notes together you then need to plan for your personal approach during the review - by this I mean thinking through HOW you will phrase and say what you want to say and planning for possible responses. This is a major priority for success and will be the subject for a more detailed review in a future post.

Until next time

Ingrid



Related VoIP Call Center Articles

Digg Finally Drops the DiggBar and Applies a 301 R


Digg short URLs now do a 301 permanent redirect (instead of rel=canonical) thus passing on all the PageRank and search engine juice to the publisher's...

Read more about Digg Finally Drops the DiggBar and Applies a 301 Redirect...

Force.com Sites Unleashed !


In today's keynote and as reported recently, salesforce.com released the capability to create and run web based apps available to those outside of your company. There were a ton of cool demonstrations shown today and we built many of them. We'll...

Read more about Force.com Sites Unleashed !...

Search Content


Featured Content

Content Categories


WhitePapers


Oracle Magazine

Oracle Magazine contains technology strategy articles, sample code, tips, Oracle and partner news, how to articles for developers and DBAs, and more. Oracle (NASDAQ: ORCL) is the world's largest...Read More


How to Buy a Phone System

Considering a new phone system for your business? The Phone System Buyer's Guide from VoIP-News provides you with all of the information you need to make a more informed decision. The Guide helps you...Read More


Sales Force Automation Comparison Guide

Businesses of all sizes can benefit by automating all aspects of their sales processes with an SFA (Sales Force Automation) solution. But due to the sheer number of features that most SFA solutions...Read More


Which CMS Is Right For Me?

If you're wondering which CMS is the right one for your organization, this comprehensive guide will take you through the various options available, detailing the pros and cons of each. Download...Read More




View All Whitepapers