C027 — Conducting Annual Employee Reviews

Module One: Getting Started
• Housekeeping Items
• The Parking Lot
• Workshop Objectives
Module Two: How to Conduct Annual Reviews
• Develop the Process
• Set Benchmarks Early
• Agreement with Set Benchmarks
• Hold an Effective Meeting
• Case Study
• Module Two: Review Questions
Module Three: Categories for Annual Review (I)
• Company Mission and Values
• Customer Service and Quality Control
• Problem Solving/Judgment
• Production
• Case Study
• Module Three: Review Questions
Module Four: Categories for Annual Review (II)
• Work Style
• Resource Management
• Communications Skills
• Teamwork
• Case Study
• Module Four: Review Questions

Module Five: Common Mistakes (I)
• Contrast Effect
• Similar-to-me Effect
• Halo (or horn) Effect
• Central Tendency
• Case Study
• Module Five: Review Questions
Module Six: Common Mistakes (II)
• Leniency/Desire to Please
• First-impression Bias
• Rater Bias
• Regency Effect
• Case Study
• Module Six: Review Questions
Module Seven: 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
• Module Seven: Review Questions
Module Eight: How to Tie Employee Compensation to Firm-Wide Returns
• Set Quarterly Revenue Target
• Set Employee Goals
• Conduct Quarterly Reviews
• Pay Out Quarterly
• Case Study
• Module Eight: Review Questions
Module Nine: How to Communicate Employee Expectations Effectively
• Have Regular Conversations
• State What’s Working
• Be Honest
• Provide Mentoring
• Case Study
• Module Nine: Review Questions

Module Ten: 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
• Module Ten: Review Questions
Module Eleven: Meaningful Questions to Gauge Employee Happiness (II)
• What Makes you Productive?
• Recognition?
• Opportunities to Grow and Advance?
• Confidence in Leadership?
• Case Study
• Module Eleven: Review Questions
Module Twelve: Wrapping Up
• Words from the Wise
• Review of Parking Lot
• Lessons Learned
• Completion of Action Plans and Evaluations
• Recommended Reading