Conducting Annual Employee Reviews

Printable, customizable, training materials

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.
Conducting Annual Employee Reviews

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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.

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

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