Team Management
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Work-life balance for managers: what does it look like today?

Published on 
April 14, 2021

Julie Jeannotte is our internal Employee Engagement Expert and Senior Researcher at Officevibe.

It’s been a whole year. Doesn’t one side of you feel like it’s been forever, and the other that time has just flown by?

Spring is finally here, the sun is out and the mild weather feels really good for the soul.

You could call it perfect timing; all of the conditions are there for us to take a good look at our work-life balance and how it’s evolved over the last year, and to take on some positive new habits.

A quick look back on the last year...

The pandemic has changed our lives in many ways, one of them being that many of us are working from home, or, if we change the perspective a little — now full-time living at work.

In this new era of work, it has become increasingly difficult for people to disconnect, hindering work-life balance.

And when balance is off, not only are our lives out of sync but performing individually and within a team becomes increasingly difficult.

In this new life context we’re in, it’s not surprising that people are becoming more susceptible to burnout and mental health issues.

In fact, the statistics have gotten so alarming that we simply can’t ignore it any longer.

The effects of the pandemic on our well-being

According to Officevibe’s Pulse Survey data, today:

  • 47% of employees report that they feel overwhelmed at work.
  • 35% of employees say that their organization does not provide the right support they need to deal with work-related stress.
  • 39% of employees report negative feelings about their work-related stress.
  • At least 15% of employees feel like their direct managers do not care about their well-being.
  • At least 23% of employees feel like their organization doesn’t take enough action to care for their well-being.

This clearly shows that stress is an issue, and that the need to support employees in this hectic time is of the upmost importance in preventing burnout and supporting mental health.

Recent research from Harvard Business Review gathered feedback from over 1,500 respondents. People surveyed in 46 countries, from various industries, roles, and seniority levels show similar patterns. With their data, they were able to conclude that burnout is a global problem.

Statistics from HBR's study on work-life balance:

  • 89% of respondents said their work-life balance was getting worse.
  • 85% said their well-being had declined.
  • 56% said their job demands had increased.
  • 62% of the people who were struggling to manage their workloads had experienced burnout “often” or “extremely often” in the previous three months.
  • 57% of employees felt that the pandemic had a “large effect on” or “completely dominated” their work.
  • 55% of all respondents didn’t feel that they had been able to balance their home and work life — with 53% specifically citing homeschooling.
  • 25% felt unable to maintain a strong connection with family, 39% with colleagues, and 50% with friends.
  • Only 21% rated their well-being as “good,” and a mere 2% rated it as “excellent.”

“Yes, burnout is severe today, but the seeds were planted before Covid-19 hit — even then, many workers were already experiencing high levels of it. The pandemic was simply an accelerant.”

Jennifer Moss, Workplace Expert

In speaking with managers on a regular basis and consuming the latest industry research, it’s clear to us that if there’s a role that is prone to having a dysfunctional work-life balance, it’s managers.

Not only do they have their own well-being to take care of, they also need to continuously check in on their team members. They set the conditions for positive life habits in and around work.

We know that that’s not an easy task: each person has their unique needs and personal reality. Managing all of this on top of your own life can get completely overwhelming.

That being said, it’s not too late to act, even in small steps, toward re-balancing our lives, recovering from last year’s unpleasant realities, and supporting each other in these rocky times. So, let’s start with you.

How can you improve your own work-life balance as a manager?

You know how when they go over the security rules on airplane and ask that you always put on your own mask first before helping others? Well, we believe the same applies with work-life balance and well-being.

After all, how can you have the energy to help others if you’re not in a good place yourself? What’s more, part of your job is to be aware of any changes in your team members’ behaviors and to help them find strategies towards a healthier balance.

You can’t do that if you’re absorbed in a whirlwind of emotions and challenges.

1. Be empathetic…with yourself

In the interviews we’ve done and data we’ve gathered from our research, one of the top skills employees appreciate from the manager is empathy. But how can you offer empathy to your team if you can’t even be in tune with your own emotions?

Psychologist Daniel Goleman breaks down emotional intelligence in five parts, the first of which is self-awareness.

This refers to our ability to recognize and understand our moods and emotions and how they affect others. Developing self-awareness is useful to continuously monitor your emotional state at work (and at home).

In action

At the beginning and end of every workday, take 5 minutes to check in with yourself before diving into your work tasks. Ask yourself some of the following questions and take a moment to reflect on your answers.

  • How do I feel as I begin this new day/end this workday?
  • What has brought on this feeling?
  • What seems to be the cause?
  • Have I been feeling this way for some time now?

Keeping a journal of these moments and your answers can also help you gain perspective and take action if an emotional state seems to be recurring.

2. Set your non-negotiables for work-life balance (and communicate them to your team)

Let’s face it: in these times that it’s more important than ever to lead by example, and that means understanding your needs and setting clear boundaries to protect them. That’s why taking the time to list your non-negotiables, as I like to call them, is very important.

Some examples of non-negotiables are:

  • How do you want to go about your work week and what’s needed for you to have a healthy work-life balance?
  • Is there a schedule or systematic breaks in the day you need to stick to to care for yourself and/or others?
  • Are there times that you need to be available for your team, or for your family?
  • Do you need moments to dedicate to disconnecting and perhaps getting in a quick walk or workout?

We all have different needs and constraints. Take the time to list them, re-arrange your work calendar to fit these in and most importantly, communicate them to your team so they know what to expect.

Not only will doing this prevent you from overworking yourself in an attempt to support your team AND get your work done, but it sets a great example for your team members.

Your team will understand that well-being and self-care are important and that work-life balance is valued within your team and organization.

3. Make time for relationships (at work and at home)

Of the many people I’ve asked what they miss most about the pre-pandemic era, 99% of the answers I got had something to do with relationships and connections with people.

Yes, Zoom is there to replace our traditional in-person social hours and informal chats, but as a colleague of mine put it, many of us feel all “Zoomed out” by the end of a long day of meetings.

Powerful data: Officevibe's 2020 remote work survey data showed that at least 29% of employees do not feel comfortable with the isolation of remote work and 27% felt like they didn’t have a healthy work-life balance.

Let’s not condemn virtual meetings; they’re a great medium to chat and still feel like you’re “with” people. That being said, in my personal experience, I’ve reconnected with the joy of just talking on the phone. I haven't called my Dad more times “just to chat” in decades!

I’ve also observed that one of the effects of remote work is that we now need to be very intentional in making time in the work week to just chit-chat with our colleagues, otherwise it just doesn’t happen anymore.

Too often, meetings quickly turn into work talk over anything else. We don’t think about making time to re-create informal conversations that used to happen in the office.

When we noticed this trend on our team, we decided that we would adapt our daily meetings to the following:

  • Monday, Wednesday and Friday would be about work, checking on tasks, asking for help, etc.
  • Tuesday and Thursday would just be about checking in on each other, talking about all or nothing, just connecting as human beings.

So far, our experiment has been working out great! We also devote a few hours every other Friday to play some games for some fun team building.

A resource: We discovered this super fun (and free) game to unleash our creativity and have a good laugh as a team: https://garticphone.com

How can you help improve your team members' work-life balance?

No magic tricks here: everything we covered above applies to your team as well! This said, let’s zoom in on what you, as their manager, can do to help your team maintain a healthy work-life balance on your team.

1. Set the conditions for work-life balance

Managers account for at least 70% of variance in employee engagement scores across business units, Gallup estimates. 

Why?

Simply because in the eyes of their team members, managers represent the organization.

Managers influence how team members feel about and use various organizational policies around work-life balance such as flex time, time off or resources. Employees follow their manager's lead in these areas, and attitudes make all the difference.

Not only that, managers who have expectations that don’t align with the personal goals and needs of their team can have a detrimental impact on their work-life balance and employee engagement.

Pro tip: Run a workshop with your team members to discuss everyone’s needs and reality. Then, use the outcomes to come up with team principles. Agree on core meeting hours, how to use Slack statuses, time to respond, using vacation time, etc.

2. Listen to what employees say (and don't say)

Many managers have reported just how hard they find it to detect their team’s mood or read the non-verbal cues over virtual connections.

That’s why it’s important to be aware of what your team members are telling you (or at times, not telling you). It’s precisely in these times that the manager’s best tool — one-on-one meetings — need to be leveraged to yield quality conversations.

One-on-ones are a time to balance the professional and the personal and to establish a trust rapport with each of your team members.

one-on-one meetings

Prep one-on-ones in record time! Officevibe’s 1-on-1 software helps you plan great 1-on-1s fast.

But how do you know if an employee is showing signs of struggle? Psychologist Karine St-Jean shares what to be on the lookout for:

  1. Lack of or too much sleep
  2. Mood swings
  3. Lethargy
  4. Absence of motivation
  5. Poor decision making
  6. Difficulty focusing or being productive
  7. Less involvement in projects
  8. Social disconnection

Pro tip 1: Ask questions in one-on-ones that will help you assess the above signs. And when they answer, listen for real. Be curious. Also, remember to build trust by sharing how you’re doing and dealing with the struggles yourself.

Pro tip 2: Remember to always dig deeper. The next time people say they’re fine, ask again, “Are you really fine? It’s OK if you’re not. I’m here if you need to talk.”

Make sure your team as access — or knows how to obtain access — to professional help if needed. If you aren’t sure, get all the information from your HR team and go over it with your team.

Also, always be sure that there’s a forum to discuss mental health for your team members.

Creating a culture of psychological safety is no small task, we know. If your individual relationships don’t yet allow you to be the one your team confides in, be sure they have a colleague, friend or professional to turn to and continuously reiterate your support.

3. Keep an eye on engagement with stay interviews

Employee engagement has been a steady metric without sharp ups and downs since Gallup began tracking it in 2000 — with the exception of 2020.

This past year, engagement levels have fluctuated more than ever before. This clearly points out the importance of continuously measuring employee engagement within your team, and most importantly, to open discussions around the data with your team members.

Previous Gallup research has shown that employee engagement is very changeable inside organizations when leaders focus on the right practices. My tip to discuss engagement with your team members? Stay interviews!

A stay interview is a discussion between a manager and an employee that's designed to learn what keeps employees working for an organization and what aspects need improvement.

They’re perfect to understand what drives each member of your team and how you can foster high engagement — because yes, engagement drivers vary in intensity and importance for each person.

Exit interviews are relatively common, but stay interviews are less used. While they can glean essential information, exit interviews also come too late to retain valuable employees.

A stay interview is preferable because you ask current employees why they continue to work for your organization. At the exit interview, it’s too late to identify and solve the problems for the exiting employee! Here are examples of a few stay interview questions to help you get started :

My personal template for stay interviews:

  • What do you look forward to when you come to work every day?
  • What do you like least about working here?
  • If you could change something about your job, what would it be? Describe to me your ideal role.
  • What might tempt you to leave our organization?
  • What are you passionate about in life and at work?
  • Are there other career opportunities or roles are you interested in pursuing?
  • On a scale from 0-10, how much do you trust our leaders?
  • What's your advice on how we can improve as an organization?

Some closing thoughts

Rarely is our resilience put to the test as much as it has over the past year. We’ve seen our “normal” life be turned upside down and have needed to cope, and help others cope, with a wide range of emotions. It’s easy to get lost in the shuffle and forget what’s matters most: our well-being, mental and physical health, and our relationships.

So let's remember to be kind to ourselves and to others, and to continuously check-in on our needs and balance.

From flawed to flawless: 5 steps to leading distributed teams

What's in this article
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Julie Jeannotte is our internal Employee Engagement Expert and Senior Researcher at Officevibe.

It’s been a whole year. Doesn’t one side of you feel like it’s been forever, and the other that time has just flown by?

Spring is finally here, the sun is out and the mild weather feels really good for the soul.

You could call it perfect timing; all of the conditions are there for us to take a good look at our work-life balance and how it’s evolved over the last year, and to take on some positive new habits.

A quick look back on the last year...

The pandemic has changed our lives in many ways, one of them being that many of us are working from home, or, if we change the perspective a little — now full-time living at work.

In this new era of work, it has become increasingly difficult for people to disconnect, hindering work-life balance.

And when balance is off, not only are our lives out of sync but performing individually and within a team becomes increasingly difficult.

In this new life context we’re in, it’s not surprising that people are becoming more susceptible to burnout and mental health issues.

In fact, the statistics have gotten so alarming that we simply can’t ignore it any longer.

The effects of the pandemic on our well-being

According to Officevibe’s Pulse Survey data, today:

  • 47% of employees report that they feel overwhelmed at work.
  • 35% of employees say that their organization does not provide the right support they need to deal with work-related stress.
  • 39% of employees report negative feelings about their work-related stress.
  • At least 15% of employees feel like their direct managers do not care about their well-being.
  • At least 23% of employees feel like their organization doesn’t take enough action to care for their well-being.

This clearly shows that stress is an issue, and that the need to support employees in this hectic time is of the upmost importance in preventing burnout and supporting mental health.

Recent research from Harvard Business Review gathered feedback from over 1,500 respondents. People surveyed in 46 countries, from various industries, roles, and seniority levels show similar patterns. With their data, they were able to conclude that burnout is a global problem.

Statistics from HBR's study on work-life balance:

  • 89% of respondents said their work-life balance was getting worse.
  • 85% said their well-being had declined.
  • 56% said their job demands had increased.
  • 62% of the people who were struggling to manage their workloads had experienced burnout “often” or “extremely often” in the previous three months.
  • 57% of employees felt that the pandemic had a “large effect on” or “completely dominated” their work.
  • 55% of all respondents didn’t feel that they had been able to balance their home and work life — with 53% specifically citing homeschooling.
  • 25% felt unable to maintain a strong connection with family, 39% with colleagues, and 50% with friends.
  • Only 21% rated their well-being as “good,” and a mere 2% rated it as “excellent.”

“Yes, burnout is severe today, but the seeds were planted before Covid-19 hit — even then, many workers were already experiencing high levels of it. The pandemic was simply an accelerant.”

Jennifer Moss, Workplace Expert

In speaking with managers on a regular basis and consuming the latest industry research, it’s clear to us that if there’s a role that is prone to having a dysfunctional work-life balance, it’s managers.

Not only do they have their own well-being to take care of, they also need to continuously check in on their team members. They set the conditions for positive life habits in and around work.

We know that that’s not an easy task: each person has their unique needs and personal reality. Managing all of this on top of your own life can get completely overwhelming.

That being said, it’s not too late to act, even in small steps, toward re-balancing our lives, recovering from last year’s unpleasant realities, and supporting each other in these rocky times. So, let’s start with you.

How can you improve your own work-life balance as a manager?

You know how when they go over the security rules on airplane and ask that you always put on your own mask first before helping others? Well, we believe the same applies with work-life balance and well-being.

After all, how can you have the energy to help others if you’re not in a good place yourself? What’s more, part of your job is to be aware of any changes in your team members’ behaviors and to help them find strategies towards a healthier balance.

You can’t do that if you’re absorbed in a whirlwind of emotions and challenges.

1. Be empathetic…with yourself

In the interviews we’ve done and data we’ve gathered from our research, one of the top skills employees appreciate from the manager is empathy. But how can you offer empathy to your team if you can’t even be in tune with your own emotions?

Psychologist Daniel Goleman breaks down emotional intelligence in five parts, the first of which is self-awareness.

This refers to our ability to recognize and understand our moods and emotions and how they affect others. Developing self-awareness is useful to continuously monitor your emotional state at work (and at home).

In action

At the beginning and end of every workday, take 5 minutes to check in with yourself before diving into your work tasks. Ask yourself some of the following questions and take a moment to reflect on your answers.

  • How do I feel as I begin this new day/end this workday?
  • What has brought on this feeling?
  • What seems to be the cause?
  • Have I been feeling this way for some time now?

Keeping a journal of these moments and your answers can also help you gain perspective and take action if an emotional state seems to be recurring.

2. Set your non-negotiables for work-life balance (and communicate them to your team)

Let’s face it: in these times that it’s more important than ever to lead by example, and that means understanding your needs and setting clear boundaries to protect them. That’s why taking the time to list your non-negotiables, as I like to call them, is very important.

Some examples of non-negotiables are:

  • How do you want to go about your work week and what’s needed for you to have a healthy work-life balance?
  • Is there a schedule or systematic breaks in the day you need to stick to to care for yourself and/or others?
  • Are there times that you need to be available for your team, or for your family?
  • Do you need moments to dedicate to disconnecting and perhaps getting in a quick walk or workout?

We all have different needs and constraints. Take the time to list them, re-arrange your work calendar to fit these in and most importantly, communicate them to your team so they know what to expect.

Not only will doing this prevent you from overworking yourself in an attempt to support your team AND get your work done, but it sets a great example for your team members.

Your team will understand that well-being and self-care are important and that work-life balance is valued within your team and organization.

3. Make time for relationships (at work and at home)

Of the many people I’ve asked what they miss most about the pre-pandemic era, 99% of the answers I got had something to do with relationships and connections with people.

Yes, Zoom is there to replace our traditional in-person social hours and informal chats, but as a colleague of mine put it, many of us feel all “Zoomed out” by the end of a long day of meetings.

Powerful data: Officevibe's 2020 remote work survey data showed that at least 29% of employees do not feel comfortable with the isolation of remote work and 27% felt like they didn’t have a healthy work-life balance.

Let’s not condemn virtual meetings; they’re a great medium to chat and still feel like you’re “with” people. That being said, in my personal experience, I’ve reconnected with the joy of just talking on the phone. I haven't called my Dad more times “just to chat” in decades!

I’ve also observed that one of the effects of remote work is that we now need to be very intentional in making time in the work week to just chit-chat with our colleagues, otherwise it just doesn’t happen anymore.

Too often, meetings quickly turn into work talk over anything else. We don’t think about making time to re-create informal conversations that used to happen in the office.

When we noticed this trend on our team, we decided that we would adapt our daily meetings to the following:

  • Monday, Wednesday and Friday would be about work, checking on tasks, asking for help, etc.
  • Tuesday and Thursday would just be about checking in on each other, talking about all or nothing, just connecting as human beings.

So far, our experiment has been working out great! We also devote a few hours every other Friday to play some games for some fun team building.

A resource: We discovered this super fun (and free) game to unleash our creativity and have a good laugh as a team: https://garticphone.com

How can you help improve your team members' work-life balance?

No magic tricks here: everything we covered above applies to your team as well! This said, let’s zoom in on what you, as their manager, can do to help your team maintain a healthy work-life balance on your team.

1. Set the conditions for work-life balance

Managers account for at least 70% of variance in employee engagement scores across business units, Gallup estimates. 

Why?

Simply because in the eyes of their team members, managers represent the organization.

Managers influence how team members feel about and use various organizational policies around work-life balance such as flex time, time off or resources. Employees follow their manager's lead in these areas, and attitudes make all the difference.

Not only that, managers who have expectations that don’t align with the personal goals and needs of their team can have a detrimental impact on their work-life balance and employee engagement.

Pro tip: Run a workshop with your team members to discuss everyone’s needs and reality. Then, use the outcomes to come up with team principles. Agree on core meeting hours, how to use Slack statuses, time to respond, using vacation time, etc.

2. Listen to what employees say (and don't say)

Many managers have reported just how hard they find it to detect their team’s mood or read the non-verbal cues over virtual connections.

That’s why it’s important to be aware of what your team members are telling you (or at times, not telling you). It’s precisely in these times that the manager’s best tool — one-on-one meetings — need to be leveraged to yield quality conversations.

One-on-ones are a time to balance the professional and the personal and to establish a trust rapport with each of your team members.

one-on-one meetings

Prep one-on-ones in record time! Officevibe’s 1-on-1 software helps you plan great 1-on-1s fast.

But how do you know if an employee is showing signs of struggle? Psychologist Karine St-Jean shares what to be on the lookout for:

  1. Lack of or too much sleep
  2. Mood swings
  3. Lethargy
  4. Absence of motivation
  5. Poor decision making
  6. Difficulty focusing or being productive
  7. Less involvement in projects
  8. Social disconnection

Pro tip 1: Ask questions in one-on-ones that will help you assess the above signs. And when they answer, listen for real. Be curious. Also, remember to build trust by sharing how you’re doing and dealing with the struggles yourself.

Pro tip 2: Remember to always dig deeper. The next time people say they’re fine, ask again, “Are you really fine? It’s OK if you’re not. I’m here if you need to talk.”

Make sure your team as access — or knows how to obtain access — to professional help if needed. If you aren’t sure, get all the information from your HR team and go over it with your team.

Also, always be sure that there’s a forum to discuss mental health for your team members.

Creating a culture of psychological safety is no small task, we know. If your individual relationships don’t yet allow you to be the one your team confides in, be sure they have a colleague, friend or professional to turn to and continuously reiterate your support.

3. Keep an eye on engagement with stay interviews

Employee engagement has been a steady metric without sharp ups and downs since Gallup began tracking it in 2000 — with the exception of 2020.

This past year, engagement levels have fluctuated more than ever before. This clearly points out the importance of continuously measuring employee engagement within your team, and most importantly, to open discussions around the data with your team members.

Previous Gallup research has shown that employee engagement is very changeable inside organizations when leaders focus on the right practices. My tip to discuss engagement with your team members? Stay interviews!

A stay interview is a discussion between a manager and an employee that's designed to learn what keeps employees working for an organization and what aspects need improvement.

They’re perfect to understand what drives each member of your team and how you can foster high engagement — because yes, engagement drivers vary in intensity and importance for each person.

Exit interviews are relatively common, but stay interviews are less used. While they can glean essential information, exit interviews also come too late to retain valuable employees.

A stay interview is preferable because you ask current employees why they continue to work for your organization. At the exit interview, it’s too late to identify and solve the problems for the exiting employee! Here are examples of a few stay interview questions to help you get started :

My personal template for stay interviews:

  • What do you look forward to when you come to work every day?
  • What do you like least about working here?
  • If you could change something about your job, what would it be? Describe to me your ideal role.
  • What might tempt you to leave our organization?
  • What are you passionate about in life and at work?
  • Are there other career opportunities or roles are you interested in pursuing?
  • On a scale from 0-10, how much do you trust our leaders?
  • What's your advice on how we can improve as an organization?

Some closing thoughts

Rarely is our resilience put to the test as much as it has over the past year. We’ve seen our “normal” life be turned upside down and have needed to cope, and help others cope, with a wide range of emotions. It’s easy to get lost in the shuffle and forget what’s matters most: our well-being, mental and physical health, and our relationships.

So let's remember to be kind to ourselves and to others, and to continuously check-in on our needs and balance.

Equip HR and managers with tools to engage, recognize, and drive performance.

Related content

Employee experience (EX) has become a catch-all phrase — so broad that it often loses meaning. At HRPA Ignite, two of Workleap’s Senior HR Business Partners, Sarah Azadi and Samin Sadeghi, set out to change that. In their fireside chat, they cut through the noise, highlighting what truly drives engagement and performance in today’s workplace.

Their conversation was refreshingly unfiltered. No buzzwords, no vague theories. Just real, actionable insights from two HR leaders who work closely with managers across all functions. The key takeaway? Employee experience isn’t about perks or grand gestures; it’s about continuously evolving to meet employees where they are.

Why are we still talking about EX in 2025? (Spoiler: it’s not a one-and-done initiative)

Employee experience isn’t just about making work more enjoyable. It directly impacts two critical business outcomes: engagement and performance. A positive EX fosters motivation, productivity, and retention. A poor EX leads to disengagement, turnover, and declining results.

The challenge? EX is never static. Organizations evolve, employee expectations shift, and the way we work continues to change. “A common mistake I see a lot of organizations make is thinking they can find a one-time solution or initiative and never revisit their EX again,” Samin pointed out.  

The businesses that lead the way are constantly iterating and improving. But how do you know what truly moves the needle on EX and, ultimately, engagement and performance?

What are the most important elements of EX? HR leaders weighed in

A poll conducted during the fireside chat revealed that growth and development (30%), work environment (26%), and alignment to an organization’s purpose and mission (17%) are the most critical factors of EX. This data highlights a shift from surface-level perks toward deeper needs, something Samin hears about often when conducting exit interviews.

In a recent LinkedIn post, Workleap’s Co-Founder and CEO, Simon De Baene, shared this sentiment, saying:

"What really matters are much simpler, more fundamental things: a clear vision, a well-executed strategy, good ideas, solid talent, the right timing… and above all, alignment. Trends come and go, but the fundamentals remain. That’s what we should build on."

Does engagement equal performance? With a well-rounded EX, it can. Without one, probably not.

The results of our poll matter because engagement and performance don’t happen in isolation. Engagement without alignment leads to wasted effort, while high performance without engagement leads to burnout.  

Organizations must balance both, ensuring employees feel valued and motivated while understanding what success means for the organization, and having a clear vision on how to get there. An employee experience that scores high on all the fundamentals will naturally bridge the gap between performance and engagement. More on this later!

Let's get back to the basics with Samin and Sarah's top 5 tips for a strong EX

During the conversation, Samin and Sarah shared actionable tips HR should prioritize in order to see the biggest improvement in their employee experience. Implementing all would be the best case scenario, but even starting small with one of these tips can have a noticeable impact.

1. Align leaders to a shared leadership philosophy

Leaders directly impact EX, yet organizations often lack a standardized approach to leadership. One way to address this is by aligning leaders from the start with dedicated leadership onboarding. “You can’t assume every leader has the same experience or approach,” Samin said. “It’s important to communicate what it means to be a leader at your organizations.”

That includes making three things crystal clear:

  • How leaders make decisions at your organization.
  • How they manage performance and share feedback.
  • How they communicate with their teams and cross collaborate.

When leaders know what’s expected of them, they’ll be much better ambassadors for your culture. Plus, they’ll nurture teams that feel engaged and have what it takes to perform.  

2. Use data to drive decisions (without overwhelming yourself)

HR teams often struggle with not measuring enough or measuring too much and getting lost in the data. When you’re strapped for time and resources, knowing how to navigate data is fundamental. It helps you focus on the things that matter most and will drive the biggest impact.  

The key is to identify just five or six key EX indicators and track them consistently. “Historical data is your best friend,” Sarah said. “Benchmarks are nice, but looking at trends over time is what really helps you make informed decisions.”  

When HR is data-savvy, they can form stronger partnerships with people leaders by proactively identifying gaps and working with leaders to solve them. For example, tracking early offboarding rates can reveal hidden issues in onboarding or culture misalignment. “If employees leave within six months, something is off,” she noted. “The role, expectations, or work environment may not match what was promised during hiring. Managers and HR can collaborate to fix that for the next hire.”

3. Listen to employees, but more importantly, act on their feedback

Gathering feedback is only half the battle; acting on it is what builds trust. “In hybrid and remote environments, it’s harder to pick up on workplace sentiment,” Samin noted. “HR and leaders need to be intentional about gathering feedback and making meaningful changes based on it.”

Tactics like engagement surveys, one-on-one meetings, informal coffee chats, and stay interviews can provide deeper insights into employee needs. The key is showing employees that their feedback leads to real change. That’s what makes them feel truly valued.  

“If things aren’t working, you want to create a culture where those lines of communication are flowing and everyone is exchanging feedback with one another, because ultimately, they care and want a more positive experience,” Samin emphasized.  

4. Prioritize growth, however it may look

The best way to create disengaged, underperformers is by letting employees feel like they’re stagnating at work. Employees need to see a future for themselves within the organization, but growth isn’t just about climbing the corporate ladder.  

Promotions are great when there’s a strong business need and the right candidate, but new business needs don’t arise every day. And helping someone move on to the next level when neither them nor the business are ready is not exactly a recipe for success. So, what’s the right balance?

Focusing on learning and development is a gamechanger. HR must think about how the organization can support employees to develop their skills, expand expertise, and learn new tech stacks — all of which create new opportunities for career progression.

Sarah highlighted how Workleap enables this through stretch assignments and cross-functional projects, allowing employees to grow laterally when vertical promotions aren’t available.  

5. Bridge the gap between engagement and performance

There’s a common misconception that high engagement automatically leads to high performance. That’s not always the case. “You can have a tight-knit, engaged team, but if they’re not aligned with the business’s goals, their engagement won’t translate into results,” Sarah explained.

On the flip side, a high-performing team can quickly become disengaged if underperformance isn’t addressed. “If one team member is struggling and leadership fails to take action, it can demotivate the rest of the team,” Sarah warned. “Performance impacts engagement just as much as engagement impacts performance.”

By integrating this perspective into leadership alignment and performance discussions, organizations can ensure that engagement translates into business impact.

Final thoughts: EX is everyone’s business

Sarah and Samin left the audience with a simple but powerful reminder: EX is a continuous process that requires collective effort. “We are all employees. We all impact one another, whether as leaders, peers, or colleagues,” Samin said. “It’s important to create a culture where feedback flows freely and people feel empowered to improve their own experience.”

The only constant in EX is change. Organizations that embrace this reality — and use data, leadership alignment, and employee feedback to drive meaningful improvements — will be the ones that see real engagement and performance gains in 2025 and beyond.

Annual performance reviews have long been a cornerstone of workplace culture, but are they serving employees and organizations effectively? In a recent Workleap webinar, our expert panel tackled this question head-on, exploring why traditional performance reviews often fall short and what HR leaders can do to create a more effective, continuous performance management system.  

Featuring insights from Ricky Muddimer, Co-founder at Thinking Focus; Irina Mocanu, Senior HR Advisor at Workleap; and Brian O'Reilly, Performance Management Product Director at Workleap, the discussion left attendees with actionable takeaways for driving meaningful change in their organizations.

Here’s a recap of the key insights and strategies shared during the session.

Annual reviews may be the standard but they’re failing organizations (here’s why!)

Annual reviews have been the default approach for decades, but as workplace needs evolve, many organizations are questioning their effectiveness. During the webinar, we ran two polls to better understand how organizations approach performance management. The results were revealing:

What is your organization's performance review cadence?

  • 66% rely on formal annual reviews.
  • 16% use formal quarterly or monthly reviews.
  • 9% provide informal, ongoing real-time feedback.
  • 9% have no formal process at all.
Poll answers from our recent Workleap webinar, "Why annual reviews fail and how HR can prevent it"

 

How would you rate your current performance review process?

  • Only 3% said it’s "going really well."
  • 19% feel it’s working but could use minor tweaks.
  • 47% admitted it could be improved.
  • 31% said it needs a major overhaul.

Poll answers from our recent Workleap webinar, "Why annual reviews fail and how HR can prevent it"

These results highlight the problem: while annual reviews remain the standard, they often fail to deliver on their promise of fostering engagement and driving performance. “The annual review isn’t the issue in itself,” said Irina Mocanu. “The issue arises when it’s the only touchpoint for feedback all year long.”  

This gap leaves employees feeling blindsided and disengaged. When feedback is only delivered once a year, it’s impossible to address problems early or celebrate successes when they happen.

4 ways to improve your performance management approach

If annual reviews are just one piece of the puzzle, what does an effective performance management system look like? During the discussion, the panel outlined four foundational principles:  

1. Create a regular rhythm of feedback

Regular check-ins between managers and employees are critical for keeping communication lines open. These touchpoints prevent surprises during formal reviews and allow managers to address issues early. Ricky Muddimer emphasized that the frequency of these check-ins should depend on the organization.  

“Rhythm means addressing issues early  — when someone needs a little support, for example — and celebrating successes consistently. Whether it’s daily, weekly, or bi-weekly, find a cadence that works for your team,” he says. “It’s important to do a sense check of how your people are doing so there are no surprises come the annual review”  

2. Establish a compelling "why”

Performance management should feel valuable for everyone involved. As Ricky explained, “When managers and employees view performance management as an opportunity for growth and connection, it becomes something they actively want to participate in.” Employees want to know their managers are invested in their development, and managers need to see these conversations as opportunities to build stronger teams.

3. Keep it simple

Performance management often gets bogged down by administrative tasks and bureaucracy. But the focus should always be on people. Ricky put it best: “Your performance management approach has to be simple and easy to use. It must prioritize people over the process.” Simplicity ensures managers and employees can spend their energy on meaningful conversations, not paperwork.

4. Monitor your approach

A great performance management system isn’t a one-and-done implementation — it requires continuous refinement. As Irina emphasized, “Monitor what works, what doesn’t work, and adapt. If you stop, in three years, you’ll realize your performance management system is out of date.”  

To keep processes relevant and effective, HR teams should regularly assess their approach, gather feedback from managers and employees, and make small, incremental improvements rather than waiting for major overhauls.

Overcoming barriers to continuous feedback

Transitioning from annual reviews to a more continuous feedback model isn’t easy, but the benefits are undeniable. The panel shared their thoughts on the most common challenges organizations face — and how to overcome them.  

Cultural shifts take time

Implementing a new performance management system often requires a cultural transformation. The panelists encouraged HR leaders to be patient with this process: “Start small and implement changes incrementally rather than overhauling the entire system at once. Progress, not perfection, should be the goal.” By starting with small wins, organizations can gradually build a foundation for larger changes.  

Managers need support

One of the biggest barriers to continuous feedback is managers’ reluctance to have difficult conversations — and the HR leaders agreed wholeheartedly in the webinar chat.  

“Often managers aren’t comfortable/haven’t had enough training [on how to have] difficult conversations and giving and receiving feedback,” one attendee shared. “The problem is everything in training sounds great until it has to come out of your own mouth,” said another HR leader.  

To help managers build confidence in performance conversations, organizations need to reinforce training with ongoing support and accountability. As Irina and Ricky pointed out, training alone isn’t enough — HR leaders need to check in with managers regularly to understand their challenges and ensure feedback is meaningful and actionable.  

One approach is setting clear expectations, like Amazon’s leadership principles, which define how managers should foster high-performing teams. Another is directly evaluating managers on how well they implement continuous feedback and whether their team is high-performing. Ultimately, driving this cultural shift requires not only equipping managers but also empowering employees to take ownership of their performance and feedback.  

Prioritizing continuous feedback requires ongoing effort

Many managers, especially leader do-ers juggling multiple roles, struggle to make time for regular check-ins. Day-to-day operations often take priority, making structured performance conversations an afterthought. However, avoiding these discussions can lead to bigger issues down the line.

Managers already spend time addressing problems caused by a lack of clarity. Instead of reacting to issues, a proactive approach — setting clear expectations and providing regular feedback — prevents problems from escalating. Organizations that prioritize frequent check-ins see fewer performance gaps and build stronger, more engaged teams.  

How technology can help

Technology has become an essential tool for streamlining performance management and reducing administrative burdens. Brian O’Reilly shared how Workleap’s tools are designed to make performance management easier and more impactful.  

“Having a central spot to document one-on-ones and goals ensures no progress gets lost or forgotten,” Brian explained. Tools that centralize feedback and provide insights — both quantitative and qualitative — make it easier for managers to focus on meaningful conversations.  

AI also plays a role in enhancing performance management. “One of the major issues of the annual review model is recency bias,” Brian said. “AI, in conjunction with using the right tools and having access to the right performance insights, can help give managers extra context and cognitive load.” This allows managers to consider an employee’s entire body of work rather than focusing on recent events.

Voices from the webinar chat

Throughout the webinar, attendees actively engaged in the discussion, sharing their own challenges and perspectives on performance management. Their insights reinforced the importance of consistency, effective feedback, and balancing accountability with empathy. Here are a few standout comments that resonated:  

  • On leaders being consistent: “My mantra has always been: be fair and consistent in all you do and who you interact with. That goes a long way.”
  • On feedback as an opportunity: “We need to teach people how to have difficult conversations, not just conversations. Start with the positive and position feedback as an opportunity for growth.”
  • On balancing humanity with performance: “There are ways to ensure that people understand they are valued and that it’s human not to be perfect. That notwithstanding, we need to be honest — in strict behavioral terms — about areas of improvement.”

These comments reflect the shared challenges and aspirations of HR leaders striving to make performance management more human and effective. Kick off your performance revamp with these key takeaways  Bringing all these insights together, our panelists shared essential takeaways for HR leaders looking to transition from outdated performance reviews to a more continuous, human-centered approach:  

  1. Redefine performance: Start by defining what performance means in your organization. At Workleap, we focus on two dimensions: behaviors (e.g., embracing change, innovation) and accomplishments (e.g., the impact of work). “Defining performance criteria that align with your culture is essential,” Irina said.
  1. Integrate feedback into existing rituals: Reinforcing continuous feedback doesn’t mean reinventing the wheel. "When you embed continuous feedback sharing into existing ways of working, it becomes a much more natural process and it’s much easier for leaders to build this reflex,” says Irina.
  1. Engage employees and managers: Equip managers with the tools, training, and support they need to have meaningful conversations and empower employees to take ownership of their own growth. It’s important to constantly remind them of your “why,” so they can feel accountable.
  1. Refine and adapt: Gather feedback after implementation to refine the process. As Ricky noted, “This is about progress, not perfection. Set incremental goals and adjust as needed.”

Want to dive deeper? Catch the full conversation and get expert insights on how to transform performance management

The insights shared during this webinar are just the beginning. To hear more about how to navigate cultural shifts, leverage technology, and foster a culture of continuous feedback, watch the full recording.  Transforming performance management isn’t easy, but the rewards — increased engagement, better alignment, and stronger teams — are well worth the effort.  

When you hear "performance review," what comes to mind? As a manager, do you think of it as a once-a-year task that's just part of your checklist? Or perhaps, do you think of it as a laborious process with no clearly useful output?

Rest assured; the performance review process can be utilized strategically and absolutely be done in a way that is structured, effective, and impactful.

In this article, you'll find your ultimate guide to employee performance reviews. We'll walk you through the essential steps involved in conducting effective performance reviews and provide guidance on what a successful review should look like — before, during, and after. When done right, they can contribute to employee growth, development, and higher business performance.

What is an employee performance review?

Let's first cover the basics. At its core, a performance review is a structured process that evaluates an individual's job performance and provides constructive feedback. Performance reviews are an essential part of the performance management process and support goal-setting, monitoring, and accountability.

Traditionally, a performance review has been an annual event, but in the modern workplace, with continuous performance management gaining traction, performance reviews have taken different forms — be it regular check-ins or ongoing feedback to foster employee development and improvement. In this new era of performance management, managers become more like coaches who empower their employees to reach their full potential.

👉 Find our guide to the modern way of conducting performance reviews with insightful tips and case studies to get inspired.

Why are employee performance reviews important?

Performance reviews don't have to be complicated, just as long as you don't undervalue their power either. They offer numerous benefits for both individuals and organizations at every level. They:

  • Improve communication
  • Identify strengths and weaknesses
  • Facilitate goal setting
  • Enhance employee engagement
  • Strengthen employee-manager relationships

By investing in performance reviews, you pave the way for continuous improvement and foster a more positive work culture.

Key elements of an effective performance review

Performance reviews play a crucial role in driving employee growth and development while contributing to higher business performance. To conduct impactful performance reviews, it's essential to incorporate key elements that foster a supportive, collaborative, and ultimately thriving environment.

Here are the key elements of an effective performance review process:

Frequent review cycles

Break away from the anxiety-inducing annual performance review and normalize conversations about performance. Implementing regular review cycles allows for ongoing feedback, ensuring employees stay on track and have the opportunity to grow continuously.

For example, quarterly or monthly check-ins provide timely feedback and help address any performance gaps promptly.

Two-way conversations

Performance reviews shouldn't be one-sided. By involving employees in two-way conversations, you demonstrate that their opinions and insights are valued, fostering a sense of ownership and engagement.

Encourage open dialogue and create a space for employees to share their perspectives, offer suggestions, and actively participate in the review process.

Focused on improvements

Modern performance reviews shift the focus from dwelling on past mistakes to emphasizing growth and development. By adopting a forward-thinking approach, you inspire a growth mindset and create a culture that supports continuous learning and development.

Encourage employees to reflect on their experiences, learn from them, and set goals for improvement.

Transparent and honest

Transparency and honesty are paramount in fostering trust between managers and employees. Establish clear communication channels to ensure employees understand how their performance is being assessed and how feedback will be provided.

Transparency also involves clearly communicating the evaluation criteria and ensuring employees have access to the necessary resources for improvement.

Fair and objective review process

A fair and objective review process is essential for employee morale and engagement. Use standardized evaluation criteria that are consistently applied across the organization. This helps maintain fairness and ensures that employees feel their performance is evaluated on an equal basis.

Objective evaluations foster trust and provide employees with a sense of confidence in the review process.

How to prepare for a performance review

To conduct an effective performance review, managers need to prepare in advance. Here are the key prep steps to get ready:

1. Align on performance evaluation criteria

Performance evaluations require a clear understanding of the criteria and metrics used to assess employee performance. It's essential for managers and employees to have a shared understanding of what constitutes good or poor performance.

For example, you might establish criteria such as meeting project deadlines, demonstrating strong communication skills, or displaying proactive problem-solving abilities. By aligning these criteria, you can ensure fairness and consistency in your evaluations.

2. Gather employee data and examples

To provide meaningful performance feedback, gather relevant qualitative and quantitative data, as well as examples that illustrate an employee's performance.

There are different methods of performance evaluation, all of which can be pooled to build a comprehensive performance picture. Qualitative data can come from employee self-evaluation, peer reviews, or supervisor assessments. Whereas quantitative data can come from sales figures or other productivity metrics.

By collecting a range of data and examples, you'll have a well-rounded view of the employee's performance that considers all factors — not just numbers.

3. Use a performance review template

Templates exist for a reason. They provide a pre-existing structure from which you can build on and customize. They also save you time!

Performance review templates provide a set of targeted questions that guide you through each aspect of the review, ensuring you cover all relevant areas with your employee. Using a template saves prep time and helps maintain consistency across each team member's evaluation. It also ensures that no important topics or questions are overlooked.

Officevibe includes performance review templates designed to make the review process even more streamlined, effective, and data-driven.

A preview of Officevibe's employee performance review template
Use performance review templates in Officevibe.

4. Prepare a meeting agenda

Before the performance review meeting, create a detailed agenda to guide the discussion. Outline the specific topics you want to cover, such as achievements, areas for improvement, and future goals. Consider including specific examples or projects to discuss during the meeting.

Having a clear agenda helps keep the conversation focused and ensures that all important points are addressed. It also shows employees that you have taken the time to prepare and value their performance.

👀 Check out our one-on-one meeting agendas that cover most manager-employee scenarios, including performance reviews, performance improvement plans, career development, and more!

5. Schedule your performance review meeting

Set a date and time for the performance review that works for both you and the employee. Choose a time when you can give your undivided attention and create a comfortable environment for open and honest conversation.

Avoid scheduling the review during particularly busy or stressful periods to ensure you can devote sufficient time and attention to the discussion. Scheduling the meeting in advance demonstrates your commitment to the employee's growth and development.

By following these steps and adequately preparing for the performance review, you set the stage for a productive and valuable discussion with your employees. Effective preparation ensures that you have the necessary information, structure, and focus to provide meaningful feedback and pave the way for future growth.

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How to conduct an employee performance review

Now that you're prepared, let's explore how to conduct an effective performance review. This is the time to engage in a productive conversation that supports employee growth and development.

The following guidelines provide the performance review framework you need to promote employee development, foster positive relationships, and drive organizational success:

1. Set a positive and constructive tone during the review

Approach the review with a supportive and coaching mindset. It's critical to create a safe space for open dialogue, which fosters collaboration much better than when employees don't feel like they have input. Remember that the goal is to empower employees in their future performance by emphasizing what they are capable of rather than reinforcing what they may not be doing well enough.

2. Share positive feedback and recognition

Similar to the compliment sandwich approach, balancing positive feedback with areas for improvement can go a long way. Make sure to share your own feedback and words of acknowledgment to strengthen your manager-employee bond. Additionally, pass on any feedback you received from other colleagues or leaders, which could help the employee feel valued and appreciated.

3. Offer constructive feedback

Discuss any performance challenges or areas of underperformance directly and constructively. By framing things in a constructive way and using specific examples to illustrate your points, you provide more actionable solutions for growth. Navigate difficult conversations with empathy and a focus on finding solutions together.

Need the inspiration to find high-quality feedback? Here are 22 constructive feedback examples and tips to help you deliver feedback that gets results.

4. Give specific examples

By providing specific examples, you can ensure clarity and facilitate productive discussions. Make sure to back up your feedback with concrete examples to make it more impactful and actionable. Contextualizing feedback with current and past performance examples, helps employees understand the specific behaviors or situations that need improvement or reinforcement.

5. Address performance challenges

During the review, address any performance challenges or areas of underperformance directly and constructively. There are many ways to approach poor work performance issues, just remember to lead these conversations with empathy and a focus on finding solutions. By addressing challenges head-on, you can work together with the employee to identify strategies for improvement and growth.

Granted, some conversations are a little bit more difficult than others. Hey, managers are only human. Read our difficult conversation tips to ensure the message (and solution) isn't getting lost in translation.

6. Listen actively

During the performance review, practice active listening to show genuine interest in the employee's perspective. Pay attention to their thoughts, concerns, and aspirations. By actively listening, you create an environment where employees feel heard and valued, fostering trust and engagement.

Active listening is definitely one of those skills that can help anyone in all areas of life — not just at work! So read our tips on how to practice the art of good listening.

7. Define the next steps

Collaborate with the employee to identify actionable next steps. This could look like:

  • Creating a development plan
  • Setting clear goals for improvement
  • Adjust existing performance targets as necessary

By involving employees in the process of defining the next steps, you empower them to take ownership of their growth and development.

Remember, conducting a performance review is not just a one-time event but part of an ongoing performance management system. Ultimately, ensuring continuous feedback and regular check-ins throughout the year helps set, align, and adjust employee goals when appropriate, which contributes to employee growth and success.

What to do after a performance review

The performance review doesn't end with the meeting. Here's what you can do to ensure continuous improvement and growth.

1. Follow up on the next steps

After the performance review, it's crucial to stay involved and provide ongoing support. Follow up on the next steps that were identified during the review. Schedule frequent one-on-ones and other touchpoints to monitor progress and measure results. This demonstrates your commitment to the employee's growth and helps ensure they are on the right track toward achieving their goals.

🤔 Not sure how often to schedule one-on-ones? Find your best formula for one-on-one frequency.

For example, if one of the next steps identified during the review was for the employee to improve their time management skills, you can schedule a follow-up meeting a month later to discuss their progress. During this meeting, you can ask specific questions about their strategies for improving time management, inquire about any challenges they may have encountered, and provide additional guidance or resources if needed.

By following up on next steps, you show that you are invested in your employees' success and provide an opportunity for course correction or further development.

2. Keep the performance conversation going

Embrace the beauty of continuous performance cycles by conducting regular check-ins and one-on-one meetings. These ongoing conversations provide opportunities to discuss progress, address challenges, and provide timely feedback. By maintaining an open line of communication, you can support employees in their growth journey and ensure that performance remains a priority.

For example, you can schedule bi-weekly or monthly one-on-one meetings with your employees to discuss their ongoing projects, address any obstacles they may be facing, and provide guidance or feedback. These meetings create a space for employees to share their achievements, seek guidance on their work, and discuss any new challenges that may have arisen, to assess at your next employee performance review. By keeping the performance conversation going, you demonstrate your commitment to their development and create an environment where continuous improvement is encouraged.

Officevibe supports continuous performance management. This feature provides tools and resources to facilitate ongoing feedback, goal tracking, and one-on-one meetings!

Effective performance review phrases to use in your next review

Crafting meaningful feedback is key to a successful performance review. Here are some examples of performance review phrases, be them appraisals or constructive, to inspire your next review:

  • Creativity: "Your innovative thinking has led to impressive solutions, pushing our team to new heights."
  • Communication: "Your clear and concise communication style has greatly improved team collaboration and project outcomes."
  • Accountability: "You consistently take ownership of your responsibilities, delivering results with a high level of accountability."
  • Productivity: "Your exceptional time management skills and efficient work habits have significantly increased productivity within the team."
  • Collaboration: "Your collaborative approach fosters a positive team environment, encouraging open communication and idea-sharing."
  • Coaching: "Your dedication to mentoring team members has empowered them to grow and excel in their roles."
  • Areas of improvement: "To further enhance your performance, focusing on improving your presentation skills will help you engage stakeholders more effectively."
  • Problem-solving: "Your analytical thinking and resourcefulness have consistently resulted in creative problem-solving and successful outcomes."

Again, following up on any performance feedback with specific examples will make the feedback itself more impactful by giving it context. This will also show the employee you gave the feedback thought. For example, you could pair praise about problem-solving with something along the lines of: "Last month, when we had an issue with project X, you managed to fix this by doing A, B, and C and that ensured we could deliver on time! Thank you."

⭐️ Find more examples of employee feedback that creates an impact, especially relating to more sensitive issues like the need for additional training or failing to meet deadlines, and best practices for delivering them.

Use performance management software

Theoretically, you can master your performance review approach all on your own. Logistically, however, there are ways you can make the entire performance management process infinitely easier for yourself (and your employees).

Performance management software like Officevibe turns the review process into a fun and dynamic aspect of the employee experience. With data-driven features such as goal setting, continuous feedback, and performance tracking, it simplifies, streamlines, and enhances the entire performance review process, making it fair, efficient, and engaging for both managers and employees.

By utilizing performance review software, you can maximize the benefits of performance management, foster employee development, and cultivate a positive work culture.

Elevate growth, engagement, and success with Officevibe

Mastering the art of employee performance reviews is essential for managers looking to drive growth, engagement, and success within their teams. By following the key steps outlined in this guide, you can conduct effective performance reviews that inspire improvement, empower employees, and contribute to overall organizational success.

Remember, performance reviews should be a collaborative and continuous process that prioritizes growth, feedback, and open communication. Embrace the opportunity to support your employees' development and create a culture of excellence!