Over 20 years of experience



Conducting Annual Employee Reviews


SKU: Con-emp-rev Category:



This price of this class is for up to 15 participants.  The class to be taught at your location.  All classes purchased can be taken for up to one year after purchase.  Bulk discounts will apply.  Please call for details.

Any great boss will tell you that employee reviews are a cornerstone for having happy and productive employees.  Employees need to know what their strengths and weaknesses are.  Once an employee understands their performance, you and the employee can take steps to improve their weaknesses.

An annual review can help you keep your employees happy, engaged, and focused.  It is human nature to want to succeed.  Giving your 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.  In this class, we will discover how to conduct a well-designed employee annual review.

Download Class Overview

Workshop Objectives

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. With that in mind, let’s review our goals for today.

At the end of this workshop, participants should be able to:

  • Understand the process of conducting an annual review.
  • ​Determine the categories for an annual review.
  • ​Know the mistakes managers make during an annual review.
  • ​Understand the concept of pay for performance.
  • ​Know how to tie employee compensation to firm-wide returns.
  • ​Know the value of employee communication.
  • ​Gauge employees’ happiness.
Course Outline

Module One: Getting Started

  1. Workshop Objectives

Module Two: How to Conduct Annual Reviews

  1. Develop the Process
  2. Set Benchmarks Early
  3. Agreement with Set Benchmarks
  4. Hold an Effective Meeting
  5. Case Study

Module Three: Categories for Annual Review I

  1. Company Mission and Values
  2. Customer Service and Quality Control
  3. Problem – Solving/Judgment
  4. Production
  5. Case Study

Module Four: Categories for Annual Review II

  1. Work Style
  2. Resource Management
  3. Communications Skills
  4. Teamwork
  5. Case Study

Module Five: Common Mistakes Managers Make when Conducting Employee Reviews I

  1. Contrast Effect
  2. Similar-to-me Effect
  3. Halo (or horn) Effect
  4. Central Tendency
  5. Case Study

Module Six: Common Mistakes Managers Make when Conducting Employee Reviews II

  1. Leniency/Desire to Please
  2. First Impression Bias
  3. Rater Bias
  4. Recency Effect
  5. Case Study

Module Seven: Successful Tips for Concept of Pay for Performance

  1. No Surprises
  2. Focus on the Basics
  3. Show Clear Disparity
  4. One for All and All for One
  5. Case Study

Module Eight: How to Tie Employee Compensation to Firm-Wide Returns

  1. Set Quarterly Revenue Target
  2. Set Employee Goal
  3. Conduct Quarterly Reviews
  4. Pay Out Quarterly
  5. Case Study

Module Nine: How to Communicate Employee Expectations Effectively

  1. Have Regular Conversations
  2. State What’s Working
  3. Be Honest
  4. Provide Mentoring
  5. Case Study

Module Ten: Meaningful Questions to Gauge Employee Happiness I

  1. Ask Questions Frequently
  2. How Transparent is Management?
  3. Rate Quality of Facility?
  4. Contributing Factors to Work Easier?
  5. Case Study

Module Eleven: Meaningful Questions to Gauge Employee Happiness II

  1. What makes you Productive?
  2. Recognition?
  3. Opportunities to Grow and Advance?
  4. Confidence in Leadership?
  5. Case Study

Module Twelve: Wrapping Up

  1. Words from the Wise



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