Get Your Performance Appraisal Discussions Off To A Good Start Part 1

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Get Your Performance Appraisal Discussions Off to a Good Start (Part 1)


Summary:

Performance appraisal meetings often feel awkward, but with a few simple strategies, you can make them more comfortable for everyone involved. Here are some tips to ease the process. Stay tuned for Part 2, where we’ll explore more suggestions.

Keywords: performance, employee, management, evaluation, review, assessment, online, software

Article Body:

Performance appraisal meetings can often be uncomfortable for both parties involved, but with some preparation, you can significantly reduce this awkwardness.

Gather Your Appraisal Information and Materials in Advance


First and foremost, ensure you have the individual’s performance appraisal on hand. But don’t stop there.

At the start of the year, you likely held a performance planning meeting. Ideally, the individual would have noted key points on a blank appraisal form and shared a copy with you. Keep this planning document accessible in case questions about original goals arise.

Collect evidence of performance, especially if it significantly deviated from expectations. Whether positive or negative, be ready to explain the ratings with examples. If the performance was below expectations, have all necessary evidence to support an ‘Unsatisfactory’ or ‘Needs Improvement’ rating. The key phrase here is “For example…”?"have plenty of examples ready.

Consider having a copy of the individual’s development plan and any weekly reports describing their progress towards set goals. Having ample support material will ensure you can justify your ratings confidently.

Make a List


Identify key points to discuss during the meeting. Along with the performance appraisal, jot down important discussion items. Referring to this list ensures you cover everything necessary.

Pick an Appropriate Place


Performance appraisal discussions commonly occur in the manager’s office. However, assess if this setting emphasizes authority over collaboration.

Think about where the discussion should take place. If privacy is an issue, consider a conference room or another private location. For positive discussions between old colleagues, an informal setting like a café might work well. If held in the manager’s office, rearranging furniture could reduce hierarchy.

For discussions with less favorable news that require emphasis on change, consider a setting that underscores the seriousness, such as the appraiser’s boss’s office.

Avoid unusual locations. For instance, giving a performance appraisal while driving isn’t advisable. Ensure the setting is appropriate and mutually understood as necessary.

These suggestions aim to minimize the awkwardness of performance appraisal discussions. In Part 2, we’ll share more tips to ease the process further.

You can find the original non-AI version of this article here: Get Your Performance Appraisal Discussions Off To A Good Start Part 1 .

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