Set clear review criteria and goals in advance
Gather performance data, feedback, and examples throughout the review period
Review the employee’s achievements, challenges, and progress against expectations
Prepare specific, objective, and balanced feedback
Schedule a private, uninterrupted meeting
Start with a respectful and open tone
Discuss strengths and accomplishments first
Address areas for improvement with clear examples
Listen to the employee’s perspective
Align on goals, development needs, and next steps
Set measurable objectives for the next review period
Document the discussion and agreed actions
Follow up on progress regularly after the review