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 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.

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

About Instructor

Jean-Pierre Fallou

Jean-Pierre (John) Fallou is a Business Executive with more than 30+ years of Business Development, HealthCare, IT Consulting, and Alliance Management experience with demonstrated success cultivating new business and markets, developing strategic relationships, and the delivery of high impact projects. A “Go-to” executive that formulates strategies that strengthen competitive position by conceptualizing and launching new services and solution offerings and by managing direct to enterprise, indirect global partner, and channel sales deals.

131 Courses

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Course Includes

  • 2 Lessons
  • Course Certificate