The Review Meeting

Name: The Review Meeting
Author: Anthony Funaro

Learn the best practices of performance review meetings.

Preview the first lesson free — get full access to all 6 lessons.

Course: On-Demand

(upbeat music) When it comes time to deliver your review in a one-on-one meeting with an employee, a successful performance evaluation requires constructive feedback and positive encouragement. In the following lessons, you'll learn how to prepare for a review meeting, navigate common issues, avoid common mistakes and build on performance reviews to enhance employee development. The first thing to organize for a review meeting is the location of the meeting. Managers can find a private suitable location that is available during the scheduled time. It is important to schedule enough time for the meeting so you can address the employee's performance report, hear their concerns and answer their questions. In the meeting, information can be conveyed with enthusiasm and clarity to ensure the employee gets the most out of the session. This will help them understand how to proceed after their review. Any related documentation can be prepared before the meeting and given to company leaders or advisors to store in the employee's personnel file. This documentation may suggest professional advancement, salary increases or other performance rewards that require approval. It may also suggest additional resources or training to help improve the employee's skills. Preparation is the key to having a productive meeting. Before the meeting, it is recommended to review the appropriate data and make note of any progress, goal achievements or performance deficiencies. Create an agenda that reflects the company's mission, goals and standards. Your agenda may include accomplishments and pending rewards. Ensure that the relevant information is categorized and dated so you're prepared to answer any questions from the employee. When sharing facts that reflect an employee's deficiencies, avoid an accusatory tone. If the employee responds defensively, then listen carefully and respond with empathy and concern. It is important to remain respectful while still giving an honest review. If you have certain topics that you want to discuss in this meeting, then it's a good idea to prepare the employee for this conversation. Give them a brief overview of your agenda before the meeting and allow them enough time to process the information after the meeting. Review meetings are a discussion, not a lecture. This means that they require participation from both the manager and the employee. Successful preparation will ensure that you have a meaningful and productive meeting with each of your employees. When you take an active interest in your team's professional development, they will have a stronger motivation to do well in your organization

Intermediate Provider : Anthony Funaro 6 Lessons · 17m in Arabic, German, English, Spanish, French, Portuguese, Chinese

Course Description

In this course, you’ll explore the importance of performance management reviews and how to evaluate an employee’s performance. You’ll learn the manager’s role in the review process, and how to encourage employee development through evaluations. This course will also discuss how to hold employees accountable, and how performance reviews can benefit the entire organization.

What You'll Learn

Understand the principles of the performance review process and why reviews matter
Define management's role in evaluating employee performance
Encourage employee accountability and development through evaluations
Prepare for and conduct an effective review meeting
Identify common errors and problems in performance reviews
Build on the review and recognize its benefits and limitations for the organization

Key Takeaways

Performance management reviews are important for evaluating an employee's performance.
The manager plays a defined role throughout the review process.
Performance evaluations can be used to encourage employee development and accountability.
Performance reviews can benefit the entire organization.
Effective reviews require preparation and awareness of common errors and problems.

Frequently Asked Questions

What will I learn in this course?

You'll explore the importance of performance management reviews and how to evaluate an employee's performance, the manager's role in the review process, how to encourage employee development through evaluations, how to hold employees accountable, and how performance reviews can benefit the entire organization.

Who is the manager's role in the review process?

The course defines management's role in the process, including encouraging accountability and development through performance evaluations.

What topics do the lessons cover?

The lessons cover Preparation, Common Errors and Problems, Having an Effective Meeting, Building on the Review, and Benefits and Limitations, followed by a Test Your Knowledge section.

What skills does this course help build?

The course relates to skills including course evaluations, document review, performance appraisal, performance management, and performance reviews.

Professional Certifications and Continuing Education Units (CEUs)

Society for Human Resource Management (SHRM®)

Professional Development Credits (PDCs): 0.5

Certification Program Categories:

Leadership & NavigationBusiness AcumenConsultationGlobal MindsetEthical PracticeRelationship ManagementAnalytical AptitudeCommunicationDiversity, Equity & Inclusion

KnowledgeCity is approved by SHRM as a Recertification General Provider to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). By taking the courses approved by SHRM, KnowledgeCity can award SHRM Professional Development Credits (PDCs) for HR knowledge and competency programs related to the SHRM Body of Applied Skills and Knowledge™ (the SHRM BASK™).