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Conducting Mid-Year Reviews (PPT, 562 KB)
1. Open the Meeting.
Establish a relaxed, non-threatening environment in which the employee feels secure and respected.
Hold the meeting in "neutral territory" and provide a comfortable environment.
Eliminate distractions, such as ringing phones, email, pagers, etc.
Establish a positive tone when you greet the employee and welcome him or
her to the discussion.
Review the meeting's goal and in general what you will discuss.
2. Discuss accomplishments and expectations.
Provide a general summary of the employee's performance.
Discuss areas of success and areas of concern, in light of expectations.
Suggest further developmental opportunities.
Note changes to the performance plan.
3. Close the meeting.
Summarize what has been discussed and agreed on: ask the employee for input.
Confirm any follow-up actions.
Express commitment to the employee's growth and success.
Ensure that all the employee's concerns have been addressed.
Ask the employee to indicate in EmpowHR that the mid-year review discussion occurred.
4. Complete any follow-up activities.
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