How Do You Prepare for a Formal Review? 

How Do You Prepare for a Formal Review? 

To prepare for a formal review you need to take the following steps:

  1. Plan effectively in advance
  2. Set the right objectives
  3. Brief your colleague 
  4. Give yourself time to prepare
  5. Learn how to gather information in a systematic, objective manner
  6. Prepare yourself and your staff emotionally
  7. Shape the review agenda with effective goals which you share and agree

Performance reviews are valuable tools for performance management. They communicate performance expectations clearly and set realistic, reasonable tasks and deadlines.

Preparing for a formal review involves looking at those back over those processes which manage and monitor staff performance. These processes include:

  • Performance expectations – focusing on results and goals to achieve.
  • Behavioural expectations – focusing on expected values, behaviours and attitudes.

The process of setting expectations can involve individual target setting, team plans, department plans and overall organisational strategy. These are all integral parts of project management and it is the managers role to communicate effectively and get the best from their staff.

Preparation steps

1.Plan effectively in advance

How has the employee been performing? Look back over past objectives and targets. Did they reach them? If not why not? Feedback isn’t always positive. Critical to this is ‘constructive’ criticism. Criticism without direction or discussion is simple de-motivating.

2. Set the right objectives

Where are you going next? Your employee has been given previous objectives, where are they now. Do previous objectives need to be revisited with more support and different timescales or can you move on to new objectives? What are they? Consider the employee holistically. How have they fared with their previous objectives. Use all the information you have to set the right objectives.

3. Brief your colleague 

Make sure your employee is given ample time to prepare themselves for the review. If there are difficult conversations to be had, make sure they are given warning of this.

4. Give yourself time to prepare

Don’t make communication an afterthought. Good, well constructed and considered feedback, constructive criticism and careful planning can generate greater motivation and improve performance. Achieving this involves giving your team members the attention they deserves. Other matters can wait. 

5. Gather information in a systematic, objective way

Remove emotion, hearsay, personal opinion and bias from the matter. Deal with the facts of the situation in an ordered and systematic way.

6.  Prepare yourself and your staff emotionally

Performance reviews can be difficult. If an employee is not performing well they can be an unpleasant experience for all concerned. Mangers mustn’t shy away from challenging situations but address them head on. Well thought out and constructed feedback will help the employee get back on track and feel valued and appreciated as you have taken the time and effort to work with them to resolve their issues.

7. Shape the review agenda with effective goals which you share and agree

The traditional characteristics of a manager are of a person in charge, barking orders at staff and being obeyed. This approach will rarely get the best from your employees. Setting effective goals should be a team effort. By including your employee you are connecting them to the overall aim. They will feel valued, included, committed. But be clear to retain control to avoid confusion and lack of direction. Your role as manager is to steer your team member in the right direction. 

Training 

Engage in Learning’s Performance Management Pathway courses will introduce you to ways to develop a motivated, high performance workforce and how to set achievable expectations. The Preparing for a Formal Review module will assist you in learning how to get prepared before a formal review and learn how to give yourself the best chance of success. 

Our Preparing for a Formal Review course can be found here