I’m often asked by managers how they can make their performance review or appraisal meetings more of a two-way discussion, how they can encourage their staff to be more fully part of the meeting.
A start point is to give your staff member time and support in preparing for the meeting. How?
Take a look at this checklist that you could use with your staff member to help them prepare:
PERFORMANCE REVIEW / APPRAISAL CHECKLIST – STAFF MEMBER
In order to prepare for our performance review/appraisal meeting I’d like you to consider the following:
1. Your performance against the agreed objectives
Please bring examples of work which demonstrates your achievement of the objectives:
- Identifying achievements and successes
- Identifying areas for improvement
- Highlighting any barriers to performance
- Including examples of special projects or work done ‘above and beyond’ the objectives
2. Review of performance objectives
Please consider:
- Any changes facing the team or business that will require new performance objectives
- Any performance objectives that are no longer appropriate or need amending
3. Areas for development
Please consider any development needs you might have. These might relate to:
- Building on your strengths
- Addressing any areas requiring improvement
- Meeting future challenges
4. Your job satisfaction
Please consider the following questions:
- What gives you the most satisfaction in your work?
- How could we ensure you maintain or improve your satisfaction?
- Are there any other ways you and I could improve your job satisfaction?
- Is there anything I could do; more of, less of, or differently in order to improve your job satisfaction?
