Conducting Annual Employee Reviews Effectively

Course Description:

Administrative office procedures may not be glamorous, but they are essential to the success of any enterprise. A well run office reduces miscommunications and helps to eliminate common errors. By making the administrative office a priority, you will establish clear policies and procedures with employee understanding and buy-in, which ensures that your work environment runs smoothly.

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 course, you will be able to:

  • Organize a binder
  • Develop procedures
  • Prepare checklists
  • Understand succession planning
  • Collect the correct tools

How to Conduct Annual Reviews

  • Develop the Process
  • Set Benchmarks Early
  • Agreement with Set Benchmarks
  • Hold an Effective Meeting
  • Case Study
  • Assessment

Categories for Annual Review I

  • Company Mission and Values
  • Customer Service and Quality Control
  • Problem – Solving/Judgment
  • Production
  • Case Study
  • Assessment

Categories for Annual Review II

  • Work Style
  • Resource Management
  • Communications Skills
  • Teamwork
  • Case Study
  • Assessment

Common Mistakes Managers Make (I)

  • Contrast Effect
  • Similar-to-me Effect
  • Halo (or horn) Effect
  • Central Tendency

Common Mistakes Managers Make (II)

  • Leniency/Desire to Please
  • First Impression Bias
  • Rater Bias
  • Recency Effect
  • Case Study
  • Assessment

Successful Tips for Concept of Pay for Performance

  • No Surprises
  • Focus on the Basics
  • Show Clear Disparity
  • One for All and All for One
  • Case Study
  • Assessment

How to Tie Employee Compensation to Firm-Wide Returns

  • Set Quarterly Revenue Target
  • Set Employee Goal
  • Conduct Quarterly Reviews
  • Pay Out Quarterly
  • Case Study
  • Assessment

How to Communicate Employee Expectations Effectively

  • Have Regular Conversations
  • State What’s Working
  • Be Honest
  • Provide Mentoring
  • Case Study
  • Assessment

Meaningful Questions to Gauge Employee Happiness (I)

  • Ask Questions Frequently
  • How Transparent is Management?
  • Rate Quality of Facility?
  • Contributing Factors to Work Easier?
  • Case Study
  • Assessment
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