1. Holding Effective Performance Conversations – The 10 Steps Created by: Jane Pettit Learning and Development Manager Organizational Effectiveness

2. Objectives Review Performance Management Cycle Identify 10 Steps in the Performance Review Meeting 1233334567

3. Performance Management Cycle I. Performance Planning II. Observe & Measure Performance, Coach And Develop III. Evaluate, reward and recognize Performance

4. Ten Steps of a Successful Performance Review

5. Make it regular, consistent and immediate. 1. It’s ongoing 1 2345678910

6. 2. Prepare 1 2 345678910

7. Preparation 1. Ask the employee to do a self-appraisal 2. Review your employee’s self-appraisal, your records and the review form. Identify accomplishments and successes Identify what you appreciate Identify concerns: errors, mistakes and feedback you’ve already given Prepare your feedback Identify behaviors or skills that need to be developed? 3. Consider the employee’s work style 4. Write out your opening line and include the purpose of the meeting

8. 3. Begin the Meeting Start with: –Your opening words –The purpose of the meeting 12 3 45678910

9. 4. Ask an Open-ended Question and Listen – How do you think this year went? – What are you most proud of? –How would you like to grow professionally in the coming year? Your role:Listen! 123 4 5678910

10. 5. Recognize Accomplishments Give credit for past accomplishments and successes Acknowledge what team mates have said Acknowledge any customer feedback Acknowledge any behaviors or competencies that you admire Say “Thank you” 1234 5 678910

11. 6. Give Corrective Feedback 12345 6 78910

12. Remember to… Be specific Keep a dialogue Be present, don’t over- anticipate Note: The employee… may expect the worst may counter-attack may be passive

13. 7. Ask for Feedback “How can I support you better?” “What can I do to help you be successful?” 123456 7 8910

14. 8. Discuss the Assessment Discuss your assessment and employee’s self-assessment Listen and be flexible Manager Employee 1234567 8 910

15. 9. Discuss a Development Plan Identify the competencies this employee should develop Choose one or two Discuss resources and opportunities for development 12345678 9 10

16. 10. Agree on the Plan and Thank Them Be sure you have agreement on the plan Thank your employee 123456789 10