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

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.

Here is everything you need to conduct successful employee performance reviews

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!

MONTRÉAL — Nov. 25, 2024 — Workleap, a leading Canadian software company behind products that empower 20,000 companies in more than 100 countries to build better employee experiences, announces its fall platform release introducing new solutions and integrated features into an all-in-one simple-to-use platform. This release marks a new milestone in Workleap’s ongoing commitment to transform the employee experience by empowering HR leaders to drive organizational performance and achieve business goals.

Workleap’s comprehensive platform helps HR lead organizations to thrive in the modern setting of hybrid, remote, and distributed work environments. The consolidated solution for understanding employee engagement, driving performance, and developing employees is the best add-on to your existing HRIS and HR technology, allowing companies to add simple experiences across the employee lifecycle. Bringing these functions together in one platform, Workleap enables HR professionals to create a more responsive, agile and employee-centric work environment.

What's New

  • Workleap Performance streamlines performance management reviews and enables HR teams to guide managers to provide meaningful feedback, align teams with business goals, and easily track progress—all in one place.
  • Workleap Pingboard, an intuitive org-chart, visualization, and company building solution, will be integrated within the Workleap platform before the end of the year.
  • Integrated tools to help HR: Easily visualize employee engagement data within your org chart, streamline onboarding and learning workflows, accelerate content creation with AI designed for HR, and launch custom surveys across the employee journey.
  • Unmatched value: Game-changing bundled pricing lowers the barrier for HR teams of any size to enhance the employee experience.

Why It Matters

Hybrid work has completely reshaped the role of HR. It’s no longer just about managing employees—it’s about building the right frameworks, fostering authentic connections, and leveraging tools that drive meaningful outcomes,” said Simon De Baene, Co-founder and CEO of Workleap. “At Workleap, our mission is clear: make work simpler. The Workleap platform brings together the tools HR teams and leaders need to focus on what matters most—creating workplaces where people feel supported, connected, and empowered to grow. By continuing to invest in our platform, we’re accelerating innovation with solutions like Workleap Performance—designed to be simple, effective, and built to keep HR and leaders ahead as the future of work evolves.”

To learn more about Workleap’s employee experience platform, visit workleap.com.

About Workleap
Workleap is the best add-on to your HRIS to build better employee experiences. The all-in-one Workleap platform empowers organizations to make work simpler by unifying onboarding, engagement, performance, and development —in one platform.

Workleap is a Montréal, Canada-based company building the operating system for hybrid work—unifying the experience to streamline talent management and scale productivity tools across 20,000 companies in more than 100 countries.

Media Contact
Jaclyn Pullen
PANBlast for Workleap
workleap@panblastpr.com

At Workleap, we believe that strong employee experiences stem from three core HR actions:  

  • Understand how your employees feel to make them feel heard.  
  • Help managers to connect their teams and drive them to perform.  
  • Develop your employees, grow their careers, and help them deliver for your business.  

HR work should be human work, supplemented by the right tools.    

It sounds simple (and appealing, no?), but the reality is, finding a simple software solution to unify and streamline this work is like finding a needle in a haystack.   

Refreshingly simple employee experience software  

According to HR.com's State of Today's HR Tech Stack and Integrations 2024 report, 37% of respondents are juggling five to eleven (or more) paid HR solutions in their tech stacks. Your job is certainly complex — but the last thing you need is to manage endless tools and increase costs.  

Workleap's employee experience platform brings the simplicity you're looking for — one solution to unify and streamline everything you need understand your people, connect teams, drive performance, and develop careers. 

Engagement surveys, anonymous feedback, performance management, new employee onboarding, learning management, and career progression — yes, all of this, in one place! It seamlessly integrates with your existing HRIS, adding a layer of simple (and consistently used) experiences. 

And with such a breezy setup, you finally have the breathing room to collect the right inputs, take time to analyze and reflect, and plan concrete actions.  

Hybrid work has completely reshaped the role of HR. It’s no longer just about managing employees—it’s about building the right frameworks, fostering authentic connections, and leveraging tools that drive meaningful outcomes. At Workleap, our mission is clear: make work simpler. The Workleap platform brings together the tools HR teams and leaders need to focus on what matters most—creating workplaces where people feel supported, connected, and empowered to grow. By continuing to invest in our platform, we’re accelerating innovation with solutions like Workleap Performance—designed to be simple, effective, and built to keep HR and leaders ahead as the future of work evolves. - Simon De Beane, CEO and Founder at Workleap 

A main takeaway from the HR.com report is that employee experience is the top priority that businesses want to address with their tech stack. Over half of respondents don't have any capabilities at all!   

We know you know it's time to boost your employee experience. And here's how you do it.   

Understand your people. Make them feel heard.  

Listening is a basic human skill — but in the HR context, it's taken to a whole new level. 

Continuous employee listening involves:   

  • Providing a safe space for employees to answer questions and provide feedback   
  • Acknowledging and analyzing employee responses  
  • Actioning on employee feedback and communicating changes  

Ensuring your people feel heard is a key element of employee listening. As McKinsey senior partner, Carolyn Dewar, says: “You need to genuinely listen and learn, because the organization will sense if you are asking questions but not interested in the answers.” 

While there are many moving parts, continuous listening should be top priority because it goes hand in hand with one of HR's key metrics, employee engagement. In fact, highly engaged employees are three times more likely to say they feel heard at their workplace (92%) than highly disengaged employees (just 30%).   

Good news is, there are tools out there that help you collect constant feedback, regardless of location or time zone.   

How Workleap helps amplify your listening skills   

In a recent Workleap webinar, we brought in HR experts to break down effective listening. (Here's the link to the guide they created for attendees.)  

During the webinar, we talked about the how: How can HR leaders hear and analyze the perspectives of hundreds (or thousands) of employees? Their answer? Find yourself a really good survey and feedback tool.   

Cue: Workleap Officevibe’s engagement surveys and anonymous feedback.  

Both tools offer a safe space and an easy user experience to increase employee participation rates, which means greater insights for you! More recently, we updated our pulse survey tool to enable flexible listening. Now, you can deactivate or add custom questions to help you measure what matters to your organization. 

My team and I enjoy using Workleap Officevibe because we can instantly view our department's engagement temperature while continuously addressing learning and implementing strategies based on employees' voices. - Sivakumar Muniandy, Head of Singapore Contact Centre Operation, AIA Shared Services 

To close the loop, we recommend sharing updates with your people on what you're hearing and doing to address their needs. Open communication is key!  

Connect teams and drive performance 

Patrick Lencioni, author of The Five Dysfunctions of a Team: A Leadership Fable, captures the power of alignment and connection perfectly when he wrote: 

“If you could get all the people in an organization rowing in the same direction, you could dominate any industry, in any market, against any competition, at any time.” 

When your people are connected, you’re a force to be reckoned with. Without this, the business goes nowhere. People work inefficiently. Decisions are made more slowly. Alignment ensures everyone works in lockstep. And that can make a big difference on revenue. 

What can you do, as an HR leader of a hybrid organization, to connect your teams from the comfort of your home office? Read on.  

How Workleap helps you connect and drive performance 

When you crack the code for driving alignment, you'll discover endless opportunities. There are many ways to get individuals and teams together and moving in the same direction.   

One way is through performance management. Once organizational goals are defined, then all other individual and team goals can feed this North Star.   

The reality is, however, that many HR pros are struggling to find a performance management solution that blend the flexibility needed to adapt to changing needs with the simplicity and user-friendliness that fosters widespread adoption and efficiency. 

With our new Workleap Performance product, you can finally have a flexible and customizable framework to build performance cycles that fit like a glove. You can easily customize questions and evaluation criteria that align with your organizational goals, mission, and values — while still ensuring a consistent and fair process across managers and teams.   

Another way to align people — that's especially valuable for hybrid or remote workforces and incredibly easy to implement — is by helping people connect with the right collaborators across their company. A tool as simple as a dynamic org chart and employee directory can foster faster relationships by showing who you need to speak with to progress your work.   

With Workleap Pingboard you can instantly improve alignment by fostering connections between employees, streamlining resource planning, and improving internal communications.   

Foster continuous learning and development  

Employees care about learning, development, and growth opportunities. This isn't new news.   

We've seen the data, too. When an organization provides these opportunities, great talent flocks and they stick around. According to the LinkedIn Workplace Learning Report 2024, organizations with strong learning cultures have a +57% retention rate and +23% internal mobility rate.   

Talent development starts from day one and it can be tackled with a strong onboarding process. Fresh training and courses will keep people engaged and growing.   

But we know the behind-the-scenes work of an L&D program — planning, managing, and tracking — can be time-consuming, hard to scale, and frustrating to maintain.   

How Workleap helps you develop talent at scale  

The secret to scaling your learning, development, and growth programs is leveraging AI, tried-and-tested templates, and other tools that remove the heavy lifting, so you can focus on the big picture: building a culture of continuous learning.   

Workleap Onboarding, Workleap LMS, and Workleap Skills all offer templates, automation, and AI to streamline manual admin processes and reduce busywork.  

Need to create new safety training? Hop into Workleap LMS and leverage AI to create a course outline in minutes with a few simple prompts. Want to integrate this course into your new hire's onboarding plan that you just built in Workleap Onboarding? Easy peasy! 

Unifying these product experiences isn’t just great for you — it also helps new hires transition smoothly from onboarding to role-specific training.  

When onboarding, training, and career plans are easier to create and manage, you'll see higher engagement — from your HR team, managers, SMEs, and employees. 

All you need to build impactful employee experiences 

With Workleap's unified platform, you have all you need to tackle the key areas of the employee experience:  

  • Understand how your employees feel to make them feel heard with Workleap Officevibe 
  • Help managers connect their teams and drive them to perform with Workleap Pingboard and Workleap Performance.  
  • Develop employees, grow their careers, and help them deliver for your business with Workleap LMS, Workleap Onboarding, and Workleap Skills 

Let's get back to the work we love to do, simply.