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Conducting Annual Employee Reviews

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An annual review can help you keep your employees happy, engaged, and focused. With our Conducting Annual Employee Reviews workshop, participants will discover how to conduct a well-designed employee annual review. Giving your employees feedback on their goal setting and performance is part of the pathway to success.

By determining the categories for an annual review and understanding how it affects employee compensation, an overall increase in performance will inevitably be seen throughout your organization.

*This course pairs well with Performance Management to support industry leaders in developing and nurturing positive employee relationships


Course Objectives:

  • Understand the process of conducting an annual review
  • Determine the categories for an annual review
  • Learn the mistakes managers make during an annual review
  • Understand the concept of pay for performance
  • Learn how to tie employee compensation to firm-wide returns
  • Learn the value of employee communication
  • Gauge employees’ happiness

    Course Outline:


    Conducting Annual Employee Reviews

    Module One: How to Conduct Annual Reviews

    • Develop the Process

    • Set Benchmarks Early

    • Agreement with Set Benchmarks

    • Hold an Effective Meeting

    • Case Study

    • Module One: Review Questions

    Module Two: Categories for Annual Review (I)

    • Company Mission and Values

    • Customer Service and Quality Control

    • Problem Solving

    • Production

    • Case Study

    • Module Two: Review Questions

    Module Three: Categories for Annual Review (II)

    • Work Style

    • Resource Management

    • Communication Skills

    • Teamwork

    • Case Study

    • Module Three: Review Questions

    Module Four: Common Mistakes (I)

    • Contrast Effect

    • Similar-to-me Effect

    • “Halo or Horn” Effect

    • Central Tendency

    • Case Study

    • Module Four: Review Questions

    Module Five: Common Mistakes (II)

    • Leniency/Desire to Please

    • First-impression Bias

    • Rater Bias

    • Regency Effect

    • Case Study

    • Module Five: Review Questions

    Module Six: 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 Six: Review Questions

    Module Seven: How to Tie Employee Compensation to Firm-Wide Returns

    • Set Quarterly Revenue Targets

    • Set Employee Goals

    • Conduct Quarterly Reviews

    • Pay Out Quarterly

    • Case Study

    • Module Seven: Review Questions

    Module Eight: How to Communicate Employee Expectations Effectively

    • Have Regular Conversations

    • State What’s Working

    • Be Honest

    • Provide Mentoring

    • Case Study

    • Module Eight: Review Questions

    Module Nine: Meaningful Questions to Gauge Employee Happiness (I)

    • Ask Questions Frequently

    • How Transparent is Management?

    • How would you rate the quality of the Facility?

    • What contributing Factors would make work easier?

    • Case Study

    • Module Nine: Review Questions

    Module Ten: Meaningful Questions to Gauge Employee Happiness (II)

    • What Makes you Productive?

    • How do you like to receive Recognition?

    • What Opportunities are there to Grow and Advance?

    • Do you have confidence in Leadership?

    • Case Study

    • Module Ten: Review Questions

    Module Eleven: Assignment Review / Wrap Up

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