Conducting Annual Employee Reviews

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Conducting Annual Employee Reviews

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, your participants will discover how to conduct a well-designed employee annual 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.


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Everything you need to teach a one-day workshop for Conducting Annual Employee Reviews:

  • Training Manuals
  • PowerPoint Slides
  • Instructor's Guide
  • Quick Reference Job Aids
  • Icebreakers, Activities,
     & Exercise Files
  • Pre-Assignments,
    Pre-/Post-Assessments
  • Promotional Advertorials
  • Lesson Plans with Flip Chart Notes


Also available: training video clips, editable books, audiobook workshops, e-learning, and cloud-based LMS.

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Conducting Annual Employee Reviews Course Outline:

Module One: Getting Started
  • Housekeeping Items
  • The Parking Lot
  • 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
  • Production
  • Case Study
  • Module Three: Review Questions
Module Four: Categories for Annual Review (II)
  • Work Style
  • Resource Management
  • Communications Skills
  • Teamwork
  • Case Study
  • Module Four: Review Questions
Module Five: Common Mistakes (I)
  • Contrast Effect
  • Similar-to-me Effect
  • Halo (or horn) Effect
  • Central Tendency
  • Case Study
  • Module Five: Review Questions
Module Six: Common Mistakes (II)
  • 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 Goals
                                          • 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
                                          Module Eleven: Meaningful Questions to Gauge Employee Happiness (II)
                                          • What Makes you Productive?
                                          • Recognition?
                                          • Opportunities to Grow and Advance?
                                          • Confidence in Leadership?
                                          • Case Study
                                          • Module Eleven: Review Questions
                                          Module Twelve: Wrapping Up
                                          • Words from the Wise
                                          • Review of Parking Lot
                                          • Lessons Learned
                                          • Completion of Action Plans and Evaluations
                                          • Recommended Reading

                                                                              Other Course Kits Available:

                                                                              1. Accountability in the Workplace
                                                                              2. Administrative Office Procedures
                                                                              3. Administrative Support
                                                                              4. Adult Learning - Mental Skills
                                                                              5. Adult Learning - Physical Skills
                                                                              6. Anger Management
                                                                              7. Appreciative Inquiry
                                                                              8. Archiving and Records Management
                                                                              9. Attention Management
                                                                              10. Basic Bookkeeping
                                                                              11. Being a Likeable Boss
                                                                              12. Body Language Basics
                                                                              13. Budgets and Financial Reports
                                                                              14. Building Confidence and Assertiveness
                                                                              15. Business Acumen
                                                                              16. Business Ethics
                                                                              17. Business Etiquette
                                                                              18. Business Succession Planning
                                                                              19. Business Writing
                                                                              20. Call Center Training
                                                                              21. Change Management
                                                                              22. Civility in the Workplace
                                                                              23. Coaching and Mentoring
                                                                              24. Coaching Salespeople
                                                                              25. Collaborative Business Writing
                                                                              26. Communication Strategies
                                                                              27. Conducting Annual Employee Reviews
                                                                              28. Conflict Resolution
                                                                              29. Contact Center Training
                                                                              30. Contract Management
                                                                              31. Creating a Great Webinar
                                                                              32. Creative Problem Solving
                                                                              33. Creativity: Thinking Outside the Box
                                                                              34. Crisis Management
                                                                              35. Critical Thinking
                                                                              36. Customer Service
                                                                              37. Customer Support
                                                                              38. Cyber Security
                                                                              39. Delivering Constructive Criticism
                                                                              40. Developing a Lunch and Learn
                                                                              41. Developing Corporate Behavior
                                                                              42. Developing Creativity
                                                                              43. Developing Emotional Intelligence
                                                                              44. Developing New Managers
                                                                              45. Digital Citizenship
                                                                              46. Diversity, Equity and Inclusion
                                                                              47. Employee Motivation
                                                                              48. Employee Onboarding
                                                                              49. Employee Recruitment
                                                                              50. Employee Termination Processes
                                                                              51. Entrepreneurship
                                                                              52. Event Planning
                                                                              53. Executive and Personal Assistants
                                                                              54. Facilitation Skills
                                                                              55. Generation Gaps
                                                                              56. Goal Setting and Getting Things Done
                                                                              57. Handling a Difficult Customer
                                                                              58. Health and Wellness at Work
                                                                              59. High Performance Teams Inside the Company
                                                                              60. High Performance Teams Remote Workforce
                                                                              61. Hiring Strategies
                                                                              62. Human Resource Management
                                                                              63. Improving Mindfulness
                                                                              64. Improving Self-Awareness
                                                                              65. In Person Sales
                                                                              66. Increasing Your Happiness
                                                                              67. Internet Marketing Fundamentals
                                                                              68. Interpersonal Skills
                                                                              69. Job Search Skills
                                                                              70. Knowledge Management
                                                                              71. Leadership and Influence
                                                                              72. Leadership Development for Women
                                                                              73. Lean Six Sigma
                                                                              74. Life Coaching Essentials
                                                                              75. Manager Management
                                                                              76. Managing Personal Finances
                                                                              77. Managing Workplace Anxiety
                                                                              78. Managing Workplace Harassment
                                                                              79. Marketing Basics
                                                                              80. Measuring Results From Training
                                                                              81. Media and Public Relations
                                                                              82. Meeting Management
                                                                              83. Middle Manager
                                                                              84. Millennial Onboarding
                                                                              85. mLearning Essentials
                                                                              86. Motivating Your Sales Team
                                                                              87. Multi-Level Marketing
                                                                              88. Negotiation Skills
                                                                              89. Networking Outside the Company
                                                                              90. Networking Within the Company
                                                                              91. Office Health and Safety
                                                                              92. Office Politics For Managers
                                                                              93. Organizational Skills
                                                                              94. Overcoming Sales Objections
                                                                              95. Performance Management
                                                                              96. Personal Branding
                                                                              97. Personal Productivity
                                                                              98. Presentation Skills
                                                                              99. Project Management
                                                                              100. Proposal Writing
                                                                              101. Prospecting and Lead Generation
                                                                              102. Public Speaking
                                                                              103. Recognizing Employee Excellence
                                                                              104. Respect in the Workplace
                                                                              105. Responsibility in the Workplace
                                                                              106. Risk Assessment and Management
                                                                              107. Safety in the Workplace
                                                                              108. Sales Fundamentals
                                                                              109. Self-Leadership
                                                                              110. Sensitivity Training
                                                                              111. Servant Leadership
                                                                              112. Social Intelligence
                                                                              113. Social Learning
                                                                              114. Social Media In The Workplace
                                                                              115. Social Media Marketing
                                                                              116. Stress Management
                                                                              117. Supervising Others
                                                                              118. Supply Chain Management
                                                                              119. Taking Initiative
                                                                              120. Talent Management
                                                                              121. Team Building For Managers
                                                                              122. Team Building Through Chemistry
                                                                              123. Teamwork and Team Building
                                                                              124. Telephone Etiquette
                                                                              125. Telework And Telecommuting
                                                                              126. Ten Soft Skills You Need
                                                                              127. The Cloud and Business
                                                                              128. Time Management
                                                                              129. Top 10 Sales Secrets
                                                                              130. Trade Show Staff Training
                                                                              131. Train-The-Trainer
                                                                              132. Trust Building and Resilience Development
                                                                              133. Unconscious Bias
                                                                              134. Universal Safety Practices
                                                                              135. Virtual Team Building and Management
                                                                              136. Work-Life Balance
                                                                              137. Workplace Bullying
                                                                              138. Workplace Harassment
                                                                              139. Workplace Violence