1. Job review What is it? Formal management process Review & planning
Objectives
Development opportunity
Participative
Empowerment

2. Steps
Prepare
Discuss Review Explore Agree
Follow-up Support Review

3. Purpose - manager Future objectives Agree success of past objectives
Decide on job progress/ promotion
Who needs training - what sort?
Consider needs of employees

4. Purpose - employee Career development exercise
Clear job/ tasks/ objectives
Chance to think about potential - how to reach it?
Think about own career & own needs - can company provide them?

5. Attitudes & skills Clear about purpose Discuss performance, not person
Atmosphere
Who talks most?
Give feedback
Suggestions for improvement
Summarise
Shut up & listen!

6. Ethics
Fairness
Openness
Equality
Trust

7. WHY? Planned performance Improved performance
Planned personal development
Problem-solving
Plan next steps
Motivate
Empower

8. Job review form
State your understanding of your main duties & responsibilities
1. Has the past year been good/bad/satisfactory or otherwise for you, and why?
1. Has the past year been good/bad/satisfactory, and why?
3. What do you like and dislike about working for this firm?
4. What elements of your job do you find most difficult?
5. What elements of your job interest you the most, and least?
6. What are your most important aims and tasks next year?
7. What action could you take to improve your performance in your current position by you. What could your boss do?

9. 8. What kind of work or job would you like to be doing in one/two/five years time?
9. What sort of training/experiences would benefit you in the next year? Not just job-skills - also your natural strengths and personal passions you'd like to develop

10. List the objectives you set out to achieve in the past 12 months with standards agreed . Comment on achievement with reasons where appropriate. Score against each objective (1= poor, 10 = excellent)
Objectives
Measure
Score
Comment

11. product/technical knowledge time management
Score your own capability or knowledge of your current role (1-3 = poor, 10 = excellent). Bring evidence to support your assessment
commercial judgement
product/technical knowledge  
time management  
planning, budgeting and forecasting  
reporting and administration  
communication skills  
delegation skills  
IT/equipment/machinery skills
meeting deadlines/commitments
 creativity
problem-solving and decision- making  
team-working and developing others  
energy, determination and work-rate  
steadiness under pressure  
leadership and integrity  
adaptability, flexibility, and mobility  
corporate responsibility and ethics

12. In light of your current capabilities, your performance against past objectives and your future personal growth and/or job aspirations, what tasks would you like to focus on next year. Think of development and experiences outside of job skills - personal aims, fulfilment, passions. 1. 2. 3. 4. 5.