1. How to Conduct Effective Performance Reviews

2. Session Objectives You will be able to: –Identify the importance and benefits of Performance Reviews –Assess and prepare necessary documentation –Set motivational performance goals –Plan for effective appraisal interviews –Conduct fair and beneficial reviews –Avoid discrimination charges

3. Session Outline –Importance and benefits of reviews –Avoiding discrimination –Measuring and documenting performance –Setting performance goals –Preparing for and conducting performance reviews –Dealing with different levels of performance

4. Why Reviews Are Important –Recognize accomplishments –Guide progress –Improve performance –Review performance –Set goals –Identify problems –Discuss career advancement

5. Performance Review Benefits Reviews offer the company: –Documentation –Employee development –Feedback –Legal protection –Motivation system

6. Performance Review Benefits (cont.) Reviews offer employees: –Direction –Feedback –Input –Motivation

7. Reviews and Discrimination –Title VII –ADA –Other fair employment laws

8. Discrimination (cont.) –Failure to communicate standards –Failure to give timely feedback –Failure to allow employees to correct performance –Inconsistency in measuring performance –Failure to document performance objectively

9. Performance Review Background –Questions?

10. Performance Review Forms –Define performance expectations –Describe measurement tools –Use a rating system –Cover specific examples –Set measurable goals

11. Measure Performance Measurement systems need to be: –Specific –Fair –Consistent –Clear –Useful

12. Measure Performance (cont.) Systems can be: –Numerical –Textual –Management by Objective (MBO) –Behavior oriented

13. Document Performance –Make sure documentation is objective –Document performance of all employees –Provide complete and accurate information –Document performance on a regular basis

14. Set Goals –Based on job requirements –Realistic –Measurable –Observable –Challenging –Prioritized

15. Employee Input –Employees take an active role: Setting goals Designing action plans Identifying strengths and weaknesses –Employees participate in the performance review meeting

16. Preparation Employees: –Review performance –Think about new goals Supervisors: –Review performance –Complete written appraisal –Think about new goals –Schedule time and place

17. Start the Meeting –Lay out agenda –Encourage input –Give good news first –Discuss impact on compensation

18. Presentation Tips –Focus on job performance –Give objective examples –Invite responses –Listen actively –Create “we” mentality

19. During the Meeting Review performance: –Based on previous goals –Discuss strengths and accomplishments –Identify areas for improvement Set goals: –Based on company goals –Build on areas that need improvement

20. End the Meeting –Encourage good performance –Lay out action plan –Communicate outcome of goals not met –Confirm understanding

21. Review Process –Questions?

22. Continuous Feedback –Formal reviews –Informal reviews –Open communication

23. Recognize Good Performance –Verbal –Public –Tangible –Monetary

24. Identify Poor Performance –Act early –Take the right approach –Deal with employee reaction –Handle continued poor performance

25. Discipline Poor Performance –Recognize problems –Talk with employee –Follow company policy

26. Handle Hard Cases –Reviewing highly emotional employees –Rating former peers

27. Key Points to Remember –You must conduct objective reviews on a scheduled basis –Reviews tell employees how they’re doing and how they can improve –Reviews help create a system of motivation and rewards based on performance

28. Question & Answer Session

29. Thank You for Participating! If you have further questions, please contact: Elaine Johnson, HR Director 949-862-6563 Tania Torres, HR Director 949-862-6564