Employee Performance Meetings
By People Excellence Team
27 March 2018
An employee performance meeting is to assist department heads and employees consider performance in an open and structured way. The performance meetings are each employee’s opportunity to discuss and assess past achievements, future objectives and development needs.
The success of the meetings depends on the ability to have an open and transparent discussion. Performance feedback should be occurring throughout the year, so that there are no surprises for employees at the formal meetings.
There are three types of performance meetings as follows:
Employee Performance Planning Meeting
Purpose: Set employee specific individual objectives, ensure common understanding of requirements.
Timing: January / February
Overview: Department head and employee set objectives for the employee and have a formal discussion to review and confirm these objectives and ensure understanding. The objectives will provide the necessary input for the department head and employee to discuss and suggest the adequate training and development needs.
Formal Mid-Year Performance Review Meeting
Purpose: Provide formal feedback on the employee’s achievement toward objectives, provide coaching and update, align and re-calibrate objectives and personal development plans, as needed.
Timing: July / August
Overview: A mid-cycle formal documented discussion providing the opportunity for department heads and employees to discuss progress toward objectives, as well as make any adjustments or changes needed to incorporate relevant business environment modifications occurred since the performance planning phase meeting.
Final End-of-Year Performance Evaluation Meeting
Purpose: Review the employee’s annual achievement toward objectives, and assign a final performance rating, based on the rating scale.
Timing: December / January
Overview: Department head consolidates and reviews the employee’s performance against each objective and assigns a rating. The department head and employee have a formal discussion to review the employee’s performance and discuss development opportunities.