- Prepare for the Review
a. Gather Relevant Information
- Performance Data: Collect quantitative and qualitative data, including work outputs, project outcomes, and any relevant metrics.
- Previous Reviews: Review past performance evaluations to assess progress.
- Feedback: Compile feedback from colleagues, clients, and other stakeholders.
- Self-Assessment: The employee should complete a self-assessment prior to the review.
b. Review Company Standards and Objectives
- Ensure alignment with organizational goals, values, and performance standards.
- Completing the Template
a. Fill in Employee Information
- Accurately enter all basic details to identify the review context.
b. Evaluate Performance Criteria
- Assign Ratings: Objectively rate each performance area using the provided scale.
- Provide Comments: Include specific examples and situations that illustrate performance levels.
- Positive Feedback: Highlight strengths and accomplishments.
- Constructive Feedback: Address areas needing improvement with clarity and sensitivity.
c. Review Past Goals
- Assess Achievement: Determine if previous goals were met, partially met, or unmet.
- Discuss Obstacles: Identify any challenges faced and how they were addressed.
d. Set New Goals and Objectives
- SMART Goals: Ensure goals are Specific, Measurable, Achievable, Relevant, and Time-bound.
- Collaborative Planning: Involve the employee in setting realistic and motivating objectives.
e. Develop a Development Plan
- Identify Opportunities: Suggest training programs, workshops, or mentorship opportunities.
- Resource Allocation: Determine what support and resources are needed.
- Timeline: Establish clear timelines for development activities.
