Conducting Annual Employee Reviews

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Course Description


An effective annual review is a cornerstone of fostering employee satisfaction, engagement, and productivity. Employees naturally strive for success, and thoughtful, constructive feedback on their strengths and areas for improvement paves the way for their growth. However, a poorly structured review can undermine morale and hinder performance, making a well-crafted approach essential.


Our Conducting Annual Employee Reviews  workshop empowers you with the tools and strategies to design and execute impactful performance evaluations. You’ll learn to establish meaningful review categories, align feedback with organizational goals, and understand the critical connection between reviews and employee compensation. By implementing these best practices, you’ll unlock a pathway to enhanced performance and stronger team dynamics across your organization.

10+

Hours

62

Lectures

$60

Price

WHAT TO EXPECT

Learning Objectives

  • Understand the process of conducting an annual review.
  • Determine the categories for an annual review.
  • Know the mistakes managers make during an annual review.
  • Understand the concept of pay for performance.
  • Know how to tie employee compensation to firm-wide returns.
  • Know the value of employee communication.
  • Gauge employees’ happiness.

Course Outline

Module One: How to Conduct Annual Reviews

  • Develop the Process
  • Set Benchmarks Early
  • Agreement with Set Benchmarks
  • Hold an Effective Meeting
  • Case Study
  • Module One: Review Questions

Module Two: Categories for Annual Review (I)

  • Company Mission and Values
  • Customer Service and Quality Control
  • Problem Solving/Judgment
  • Production
  • Case Study
  • Module Two: Review Questions

Module Three: Categories for Annual Review (II)

  • Work Style
  • Resource Management
  • Communications Skills
  • Teamwork
  • Case Study
  • Module Three: Review Questions

Module Four: Common Mistakes (I)

  • Contrast Effect
  • Similar-to-me Effect
  • Halo (or horn) Effect
  • Central Tendency
  • Case Study
  • Module Four: Review Questions

Module Five: Common Mistakes (II)

  • Leniency/Desire to Please
  • First-impression Bias
  • Rater Bias
  • Recency Effect
  • Case Study
  • Module Five: Review Questions

Module Six: Successful Tips for Concept of Pay for Performance

  • No Surprises
  • Focus on the Basics
  • Show Clear Disparity
  • One For All and All for One
  • Case Study
  • Module Six: Review Questions

Module Seven: How to Tie Employee Compensation to Firm-Wide Returns

  • Set Quarterly Revenue Target
  • Set Employee Goals
  • Conduct Quarterly Reviews
  • Pay Out Quarterly
  • Case Study
  • Module Seven: Review Questions

Module Eight: How to Communicate Employee Expectations Effectively

  • Have Regular Conversations
  • State What’s Working
  • Be Honest
  • Provide Mentoring
  • Case Study
  • Module Eight: Review Questions

Module Nine: Meaningful Questions to Gauge Employee Happiness (I)

  • Ask Questions Frequently
  • How Transparent is Management?
  • Rate Quality of Facility?
  • Contributing Factors to Work Easier?
  • Case Study
  • Module Nine: Review Questions

Module Ten: Meaningful Questions to Gauge Employee Happiness (II)

  • What Makes you Productive?
  • Recognition?
  • Opportunities to Grow and Advance?
  • Confidence in Leadership?
  • Case Study
  • Module Ten: Review Questions

Assessment