What Are The Seven Essential Steps in An Annual Performance Review Meeting?

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It's possible to divide up the annual performance review meeting into a number of steps. All of them are important and should be included, or else the employee appraisal meeting becomes less effective. Here's seven essential steps you can follow in the performance appraisal meeting.

  1. Warm up and clarify expectations and roles for the meeting.
  2. Describe and review the main job tasks and responsibilities.
  3. Elicit input from the employee.
  4. Discuss and negotiate.
  5. Engage in performance improvement problem-solving.
  6. Decide on what to record and document.
  7. Finish and plan for follow-up.

Adapted from A Manager's Guide To Performance Reviews (McGraw-Hill) by Robert Bacal

See Also: Performance Appraisals For Managers Helpcard


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Bacal & Associates was founded in 1992 by consultant and book author, Robert Bacal. Robert's books on performance management and reviews have been published by McGraw-Hill. He is available for consultation, training and keynote speaking on performance and management at work.


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  • Performance management and appraisal MUST be a partnership between manager and employee where BOTH benefit.
  • Performance management can be the lever for improved employee engagement.
  • The review process is the LEAST important part of performance management
  • If managers aren't managing employee performance, why are they there?

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