Conducting Annual Employee Reviews & Appraisals (E1201)


Conducting Annual Employee Reviews and Appraisals

Any great boss will tell you that employee reviews are a cornerstone for having happy and productive employees. Employees need to know what their strengths and weaknesses are. Once an employee understands their performance, you and the employee can take steps to improve their weaknesses.

An annual review can help you keep your employees happy, engaged, and focused. It is human nature to want to succeed. Giving your employees feedback on their positive and negative attributes is part of the pathway to success. A poorly designed annual review can have the reverse effect.

With our Conducting Annual Employee Reviews workshop, participants will discover how to conduct a well-designed employee review. By determining the categories for an annual review and understanding how it affects employee compensation, an overall increase in performance should be seen throughout your organization.

Workshop 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 Modules:
Module One: Getting Started
Workshop Objectives

Module Two: How to Conduct Annual Reviews
Develop the Process
Set Benchmarks Early
Agreement with Set Benchmarks
Hold an Effective Meeting
Case Study
Module Two: Review Questions

Module Three: Categories for Annual Review I
Company Mission and Values
Customer Service and Quality Control
Problem - Solving/Judgment
Case Study
Module Three: Review Questions

Module Four: Categories for Annual Review II
Work Style
Resource Management
Communications Skills
Case Study
Module Four: Review Questions

Module Five: Common Mistakes Managers Make when Conducting Employee Reviews I
Contrast Effect
Similar-to-me Effect
Halo (or horn) Effect
Central Tendency
Case Study
Module Five: Review Questions

Module Six: Common Mistakes Managers Make when Conducting Employee Reviews II 29
Leniency/Desire to Please
First Impression Bias
Rater Bias
Recency Effect
Case Study
Module Six: Review Questions

Module Seven: 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 Seven: Review Questions

Module Eight: How to Tie Employee Compensation to Firm-Wide Returns
Set Quarterly Revenue Target
Set Employee Goal
Conduct Quarterly Reviews
Pay Out Quarterly
Case Study
Module Eight: Review Questions

Module Nine: How to Communicate Employee Expectations Effectively
Have Regular Conversations
State What's Working
Be Honest
Provide Mentoring
Case Study
Module Nine: Review Questions

Module Ten: 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 Ten: Review Questions 50
Module Eleven: Meaningful Questions to Gauge Employee Happiness II 52
What makes you Productive? 52
Opportunities to Grow and Advance?
Confidence in Leadership?
Case Study
Module Eleven: Review Questions
Module Twelve: Wrapping Up
Words from the Wise

  • Conducting Annual Employee Reviews
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever