Performance Appraisal: How to Help Your Employee Prepare for the Appraisal Meeting
How to Help your Employee Prepare for the Performance Review or Appraisal Meeting
I’m often asked by business owners and managers how they can make their performance review or appraisal meetings more of a two-way discussion – how they can encourage their employee’s to be more fully part of the meeting. In this short excerpt from my 10 Minute Management Toolkit video ‘Motivating Your Staff by Monitoring and Reviewing Performance’ I show you;
- Why helping your staff member (employee) prepare is so important in making the review or appraisal meeting a two-way discussion
- A performance appraisal / review checklist you can give to your staff member to help them prepare for the meeting (you can see a copy of the checklist below!)
- Options for using the checklist and helping your staff member prepare
PERFORMANCE REVIEW / APPRAISAL CHECKLIST FOR EMPLOYEES
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 / work done ‘above and beyond’ the objectives
2. Review of performance objectives
- 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?
Ways to help your employee prepare
- You could hold a short pre meeting where you go through the preparation checklist and meeting agenda
- You could give the employee your own checklist
- Or some managers like to use the organisations review or appraisal documentation, asking the employee to complete a draft and that can work well
Whichever method you use, remember to give your employee time to complete the preparation – firstly by giving them enough advance notice of the meeting date (at least 2-3 days) and secondly by checking with them that they can find enough time in their diary to complete the preparation (if they can’t you may need to reschedule the date.)
Read more on how to hold motivational performance and appraisal meetings – my 3 steps to success here and to claim your copy of my special report ‘Boost your business performance through effective people management’ just click here http://www.boostemployeeperformance.com.