Holding Effective Performance Conversations – The 10 Steps Created by: Jane Pettit Learning and Development Manager Organizational Effectiveness.

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Holding Effective Performance Conversations – The 10 Steps

Created by:

Jane Pettit

Learning and Development Manager

Organizational Effectiveness

Objectives

• Review Performance Management Cycle

• Identify 10 Steps in the Performance

Review Meeting1

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Performance Management Cycle

I.Performance

Planning

II.Observe & Measure

Performance, Coach

And Develop

III.Evaluate,

reward and recognize

Performance

Ten Steps of a Successful Performance Review

• Make it

regular,

consistent and

immediate.

1. It’s ongoing

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2. Prepare

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Preparation

1. Ask the employee to do a self-appraisal

2. Review your employee’s self-appraisal, your records and the review form.• Identify accomplishments and successes• Identify what you appreciate • Identify concerns: errors, mistakes and feedback

you’ve already given• Prepare your feedback• Identify behaviors or skills that need to be

developed?

3. Consider the employee’s work style

4. Write out your opening line and include the purpose of the meeting

3. Begin the Meeting

Start with:

– Your opening words

– The purpose of the meeting

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4. Ask an Open-ended Question and Listen

– How do you think this year went?

– What are you most proud of?

– How would you like to grow

professionally in the coming year?

Your role: Listen!

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5. Recognize Accomplishments

• Give credit for past accomplishments and successes• Acknowledge what team mates have said• Acknowledge any customer feedback• Acknowledge any behaviors or competencies that

you admire• Say “Thank you”

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6. Give Corrective Feedback

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Remember to…

• Be specific• Keep a dialogue• Be present, don’t over-

anticipate

Note: The employee…• may expect the worst• may counter-attack• may be passive

7. Ask for Feedback

• “How can I support you better?”• “What can I do to help you be successful?”

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8. Discuss the Assessment• Discuss your assessment and employee’s

self-assessment• Listen and be flexible

ManagerEmployee

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9. Discuss a Development Plan

• Identify the competencies this employee should develop

• Choose one or two• Discuss resources

and opportunities for development

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10. Agree on the Plan and Thank Them

• Be sure you have agreement on the plan• Thank your employee

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