Employee Review Checklist

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1. Set Review Purpose. There can be many reasons to conduct an employee review. For example, you may want to evaluate your employees for a promotion; or perhaps you want to let an employee know if he or she is on the right way to skills improvement. Whatever the reason, you need to establish objectives and create a description. Your employees should be aware of your review objectives. In order for employees to get the most out of the review, it is important that you stick to your review objectives throughout the whole meeting.
2. Create Agenda. The way to keep your employee focused on your review meeting objectives is to develop and follow an agenda. You can write down main topics you want to discuss with employees during the meeting. Also in your agenda you can add some expectations that are associated with each employee’s job. Task management software will help you develop an agenda and make comments during the meeting.
3. Define Strengths and Weaknesses. During the meeting you need to evaluate strengths and weaknesses and identify areas of growth and improvement. Such information will help you make a decision on employee promotion and set development goals. Task management software will help you add necessary remarks in your meeting agenda.
4. Set Date. You should schedule the meeting for a day when your employees aren’t rushed and are able to spend their time on your review. You can compose a letter to formally notify employees of the meeting date and show main questions to be discussed during the meeting.
5. Start Review Meeting. When beginning your meeting you should try to keep it casual to let your employees feel comfortable. Before discussing questions and answers...

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