Performance Review
The Performance Review, or "Quarterly Review" session template is a structured approach designed to facilitate dialogue between managers and employees, focused on reflection and evaluation of the past three months, as well as planning goals for the upcoming quarter.
Template presentation
This template is intended to capture a complete overview of the employee's experience within the company and to align expectations for the near future. The sequence consists of 5 main parts:
- Introduction 📝
- Icebreaker 🎥
- Retrospective of the last 3 months 🔄
- Performance Evaluation 📊
- Planning Future Goals 📈
Tips: Encourage an open and constructive dialogue to promote quality exchanges and to reinforce the relevance of the set objectives.
Preparing the meeting
To ensure a productive review, preparation is necessary for both the manager and the employee.
What the employee should prepare:
- Complete the administrative form with the required information before the interview.
- Prepare the personal 4L retrospective concerning the last three months.
- Evaluate the year's performance to date by providing a detailed report of the quarter's objectives.
Tip: Encourage the employee to be as precise and authentic as possible in their responses to facilitate a constructive and pertinent exchange.
What the manager should prepare:
- Be ready to provide informed feedback during the performance evaluation session.
- Develop a draft of objectives for the coming quarter considering current results and the strategic directions of the company.
Leading the meeting
Conducting the Meeting
The Performance Review is conducted synchronously, where the manager and the employee discuss face-to-face or via a communication platform.
Introduction and Discussion
- Start by checking and discussing the administrative information.
- Conduct the icebreaker using the "Point on the Image" activity to relax the atmosphere and gauge the employee's mood.
Last 3 Months Retrospective
Review the 4L method where the employee shares their reflections and the manager adds their comments.
Performance Evaluation
Analyze the quarterly objectives together, and discuss the results and important information.
Planning for the Next Quarter's Goals
Complete the objectives table for the next quarter, taking into account past performances and future aspirations.
Meeting summary
Generate the meeting report (Word) to keep track of discussions, feedback, lessons learned, and goals set for the coming quarter.
Suggestions and variations
- The report should be archived for continuous monitoring and reference during the next review.
- Vary the icebreakers from one session to another to maintain a spirit of freshness and engagement.
- For smaller teams or those requiring closer monitoring, consider holding this meeting every month to maintain constant alignment and to dynamically respond to emerging challenges.
About the author
Beekast
Beekast