Employee Engagement
Performance Management
10M

How to give performance feedback to employees

Published on 
March 16, 2022

Business leaders are responsible for ensuring employees can bring their best selves to work every day. But they can’t do that without giving performance feedback. Unfortunately, performance reviews are often too irregular or vague to be valuable.

Officevibe’s Pulse Survey data tell us 17% of employees feel that the feedback they get is not specific enough and 28% of employees feel they don’t receive feedback often enough to improve.

You can keep your employees from joining these statistics by providing regular and specific feedback. Keep reading for guidance to make the most of your next performance review and improve overall performance management.

The importance of giving feedback to employees

It’s human nature to want to know whether we’re doing a good job and how we can do our jobs better. Employees may feel like they aren’t performing at the top of their game but not understand why. Others may feel unstoppable but unappreciated because no one ever tells them “nice work” or “way to go.”

Providing employees feedback is how managers put gas into their fuel tanks in the forms of recognition, empathy, guidance, and the chance to be heard. When employees know their leadership invests in them, they are more engaged, loyal, and invested in return.

💡 The numbers may surprise you. Knowing the statistics on the importance of employee feedback lends real insights to back your next move.

Official employee performance review process

For many employers, performance management takes the form of an official performance review, held at regular intervals like once a year, once a quarter, or once a month, although annually is traditionally most common.

In performance reviews, managers highlight achievements and improvement areas during the last period. They may reference the employee’s work, attendance, deadline adherence, time management, problem-solving skills, and communication skills, usually using a quantifiable grading system.

Although commonly the only performance evaluation given to an employee, this formal performance review process is not always sufficient. According to our Pulse Survey data on feedback, 32% of employees wait at least three months before getting manager feedback.

We’re not saying official performance reviews are pointless. When managers provide timely, relevant feedback outside of the annual review, they encourage employee growth and create a culture of open communication.

Make the most of annual performance reviews

A manager can make the best use of a formal assessment by being prepared and getting specific. Preparation for performance reviews may include tracking employee performance with regular notes and seeking improvement points from the other leaders around them.

It’s essential to ask other managers and team leads for their perspectives because they may have noticed something you missed. Ask questions like:  

  • How well do they communicate?
  • What company processes are they following or not following
  • What do you admire about them?
  • How could this employee improve in your eyes?

You’re fishing for specific examples that you can reference in the performance review.

Your employees won’t know what to do with vague feedback like “You don’t communicate professionally.” But when they encounter something like “Avoid using profanity in the future as you did with this client at this time,” the expectations are clear.

When we prepare, we get specific. When we get specific, we identify actionable growth opportunities for our employees.

Pro tip: Learn from others' mistakes. Read 7 mistakes managers make when giving annual performance reviews so you can avoid them the next time around.

Providing performance feedback outside of official performance reviews

Managers will benefit from not letting annual reviews be the only time they offer employees feedback. One-on-one meeting conversations, informal chats, and team chats outside of the official employee performance review provide the chance of a productive discussion without the pressure of a formal performance evaluation.

Before the meeting

Before meeting with an employee one-on-one or for an informal chat, an employer should check in with them. If the employee has an off day or is dealing with significant personal stress, they will probably not be open to receiving feedback.

A meeting with an employee can quickly move in the wrong direction if they are not in a good state of mind. Before the meeting, a manager should ask the employee whether now is a good time for them or whether another time would be better.

Likewise, feel free to move meetings you have already scheduled if you are not in the proper mindset. Your employee will understand and likely appreciate that you want to ensure a positive, productive conversation.

One-on-one meetings

Meeting with an employee one-on-one is a great way to provide monthly or weekly feedback. Face-to-face meetings are often more productive than emails or voice calls.

Sitting with an employee eye to eye (even over a video chat) offers a more personable experience. The simple act of showing up and sitting down with an employee shows them that you are willing to take the time for them in your busy schedule.

Face-to-face meetings prevent miscommunication. Have you ever sent a text message and then realized it could come across in a completely different way than you meant it? The same thing can happen over email or even over the phone.

🌳  One-on-one meetings don’t have to be at the office. Moving the discussion to a neutral location like a park or café can encourage honesty from both parties and facilitate a more candid conversation.

Informal chats

You don't always need to schedule feedback discussions in advance—sometimes arise that are best addressed at the moment.

Brief, informal chats with employees allow leaders to address performance issues with immediate feedback. When we wait for those formal reviews, we miss out on opportunities like this. Real-time feedback can curb minor issues before they become problematic.

Managers will also benefit from positive informal chats. Stopping by to offer congratulations for an employee’s accomplishments puts gas in the tank by boosting confidence and engagement.

one-on-one employee feedback session

Team meetings

It may benefit a manager to offer feedback in a group rather than one-on-one. When managers give feedback to a group of employees, they don’t single out anyone, and the group gets to move forward as a team.

Offering feedback to a team also creates accountability. Each team member is more likely to follow through with a change if the other members strive toward the same goal.

Instant messaging

Although full reviews and detailed feedback are best delivered in person, instant messaging platforms allow employers to easily and quickly offer support and guidance.

Instant messengers are especially helpful for sending quick affirmative feedback, like “Great job on that last assignment” or “This client appreciated your hard work yesterday.” These messages may seem small, but they have a significant impact.

illustration of two employees giving high fives out of laptops

What should be included in an employee performance feedback discussion?

When leaders discuss an employee’s performance, a balanced conversation will offer the most valuable feedback. Even the “rock star” employee wants to know how they can challenge themself to improve.

Positive feedback

Sometimes, leaders forget the importance of positive feedback, but it is just as vital as its counterpart. An employee who hears only critical feedback will likely feel invalidated and unmotivated.

High-performing employees also need their props. If a person struggles with self-doubt, take extra care to highlight when they are modeling positive behaviors and producing quality work.

Negative feedback

Managers may avoid giving negative feedback because it’s tricky, but employees can’t grow if they don’t know where to improve. The key is to be constructive.

Critical feedback should aim not to tear an employee down but to build them up.

Constructive feedback

Managers build up employees through well-positioned feedback. Think constructive, not destructive, and use measurement-oriented rather than vague language.

[ov_cta id="5116629"]

Destructive feedback is observational. Constructive feedback is actionable. It doesn’t just point out a problem; it also offers solutions to that problem.

When managers offer their direct reports constructive feedback, they encourage employee engagement over detachment.

Learn more on how to give constructive feedback to employees

How to deliver negative performance feedback as constructive feedback

As a manager, it's your role to help your employees develop professionally and contribute their best efforts towards the common team goals. That means establishing a dynamic where feedback can flow freely and employees are open to critique to implement positive change. Feel free to check out these employee feedback examples to help you navigate different situations you might face as a manager. Delivering constructive negative performance feedback is more than softening the blow.

Follow these best practices next time you need to give negative feedback and want to do it constructively.

Do it in private

Sometimes, leaders make the mistake of talking to an employee who is not meeting expectations in the presence of other employees. If you’ve ever been criticized in public, you understand that this practice is toxic to employee satisfaction and positive company culture.

A manager should always provide feedback to an employee in private unless they address an entire team of people, even if it’s positive. Some of us feel just as awkward with public praise as we do with public beratement.

Empathize

Managers and employees alike are human beings who respond with strong emotions when they realize they’re not meeting expectations.

The employee may seem defensive, but this is a normal response. Instead of interpreting defensiveness as defiance, leaders should consider how they might react in that position and approach the situation with empathy.

Be direct

Effective employee feedback is direct with clear expectations and concrete examples that offer solutions.

Offer solutions

An employee's performance won't improve through vague directions like ''You need to work faster'' or ''That wasn't good enough.''

Managers can offer actionable feedback by referencing past behavior or specific past work with examples of how to do better.

For example, ''That wasn't good enough'' may become ''These types of assignments require more detail than you included here. Let's look at a good example together.''

Don’t lecture

Most people don’t respond well to being lectured. Offering feedback should be a two-way street, where the employee feels comfortable expressing their own experiences, opinions, and struggles.

Managers can turn lectures into conversations by giving their employees time to process information before continuing, asking them follow-up questions, and letting them contribute to growth solutions.

Remember to talk “with” your employees, not “at” them.

photograph of informal team chat

How to get feedback from a performance review

How do employers know when they have performed an effective performance review? How do they know which leadership skills they need to improve to offer the best feedback?

They ask their employees.

In general, employees know what helps them improve performance and what does not. One of the best ways to get employee feedback is through surveys. Employee surveys allow anonymous, on-point, and consistent feedback — so you always have a pulse on how your team is fairing.

You can ask questions on everything from the latest company announcements or how they feel about receiving feedback. It's an insightful way to capture regular feedback to know your people better and make sure you're on the same page!

By offering them a chance to provide feedback, managers can better address employee needs and encourage a company culture of trust and loyalty.

Anonymous employee feedback

When employee feedback is anonymous, managers can focus on self-evaluation on how to best offer guidance to their employees without the risk of internal tension.

A direct report may even bring something up anonymously that they would have otherwise kept to themselves. These issues are often especially vital to address as they are the ones that eat away at company morale because no one feels comfortable talking about it.

Use employee feedback survey results to guide the conversation

When employees have a safe space to give an employer a performance appraisal, they feel appreciated and heard. They are likely to take more initiative in changing company processes that may be hindering their performance.

[ov_cta id="5116629"]

If you are a business leader who wants to improve communications between managers and employees, Officevibe's Employee Feedback Tool is the perfect solution. Modern managers use it to dig deeper into performance issues through regular employee feedback surveys and follow-up questions. Plus, the tool allows employers to collect employee feedback regardless of the number or location of employees.

Improve communication with remote workers, allow anonymous feedback, and easily track all of it in one place with Officevibe.

Discover Workleap Officevibe's latest benchmark report on 12 key employee engagement metrics

What's in this article
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Business leaders are responsible for ensuring employees can bring their best selves to work every day. But they can’t do that without giving performance feedback. Unfortunately, performance reviews are often too irregular or vague to be valuable.

Officevibe’s Pulse Survey data tell us 17% of employees feel that the feedback they get is not specific enough and 28% of employees feel they don’t receive feedback often enough to improve.

You can keep your employees from joining these statistics by providing regular and specific feedback. Keep reading for guidance to make the most of your next performance review and improve overall performance management.

The importance of giving feedback to employees

It’s human nature to want to know whether we’re doing a good job and how we can do our jobs better. Employees may feel like they aren’t performing at the top of their game but not understand why. Others may feel unstoppable but unappreciated because no one ever tells them “nice work” or “way to go.”

Providing employees feedback is how managers put gas into their fuel tanks in the forms of recognition, empathy, guidance, and the chance to be heard. When employees know their leadership invests in them, they are more engaged, loyal, and invested in return.

💡 The numbers may surprise you. Knowing the statistics on the importance of employee feedback lends real insights to back your next move.

Official employee performance review process

For many employers, performance management takes the form of an official performance review, held at regular intervals like once a year, once a quarter, or once a month, although annually is traditionally most common.

In performance reviews, managers highlight achievements and improvement areas during the last period. They may reference the employee’s work, attendance, deadline adherence, time management, problem-solving skills, and communication skills, usually using a quantifiable grading system.

Although commonly the only performance evaluation given to an employee, this formal performance review process is not always sufficient. According to our Pulse Survey data on feedback, 32% of employees wait at least three months before getting manager feedback.

We’re not saying official performance reviews are pointless. When managers provide timely, relevant feedback outside of the annual review, they encourage employee growth and create a culture of open communication.

Make the most of annual performance reviews

A manager can make the best use of a formal assessment by being prepared and getting specific. Preparation for performance reviews may include tracking employee performance with regular notes and seeking improvement points from the other leaders around them.

It’s essential to ask other managers and team leads for their perspectives because they may have noticed something you missed. Ask questions like:  

  • How well do they communicate?
  • What company processes are they following or not following
  • What do you admire about them?
  • How could this employee improve in your eyes?

You’re fishing for specific examples that you can reference in the performance review.

Your employees won’t know what to do with vague feedback like “You don’t communicate professionally.” But when they encounter something like “Avoid using profanity in the future as you did with this client at this time,” the expectations are clear.

When we prepare, we get specific. When we get specific, we identify actionable growth opportunities for our employees.

Pro tip: Learn from others' mistakes. Read 7 mistakes managers make when giving annual performance reviews so you can avoid them the next time around.

Providing performance feedback outside of official performance reviews

Managers will benefit from not letting annual reviews be the only time they offer employees feedback. One-on-one meeting conversations, informal chats, and team chats outside of the official employee performance review provide the chance of a productive discussion without the pressure of a formal performance evaluation.

Before the meeting

Before meeting with an employee one-on-one or for an informal chat, an employer should check in with them. If the employee has an off day or is dealing with significant personal stress, they will probably not be open to receiving feedback.

A meeting with an employee can quickly move in the wrong direction if they are not in a good state of mind. Before the meeting, a manager should ask the employee whether now is a good time for them or whether another time would be better.

Likewise, feel free to move meetings you have already scheduled if you are not in the proper mindset. Your employee will understand and likely appreciate that you want to ensure a positive, productive conversation.

One-on-one meetings

Meeting with an employee one-on-one is a great way to provide monthly or weekly feedback. Face-to-face meetings are often more productive than emails or voice calls.

Sitting with an employee eye to eye (even over a video chat) offers a more personable experience. The simple act of showing up and sitting down with an employee shows them that you are willing to take the time for them in your busy schedule.

Face-to-face meetings prevent miscommunication. Have you ever sent a text message and then realized it could come across in a completely different way than you meant it? The same thing can happen over email or even over the phone.

🌳  One-on-one meetings don’t have to be at the office. Moving the discussion to a neutral location like a park or café can encourage honesty from both parties and facilitate a more candid conversation.

Informal chats

You don't always need to schedule feedback discussions in advance—sometimes arise that are best addressed at the moment.

Brief, informal chats with employees allow leaders to address performance issues with immediate feedback. When we wait for those formal reviews, we miss out on opportunities like this. Real-time feedback can curb minor issues before they become problematic.

Managers will also benefit from positive informal chats. Stopping by to offer congratulations for an employee’s accomplishments puts gas in the tank by boosting confidence and engagement.

one-on-one employee feedback session

Team meetings

It may benefit a manager to offer feedback in a group rather than one-on-one. When managers give feedback to a group of employees, they don’t single out anyone, and the group gets to move forward as a team.

Offering feedback to a team also creates accountability. Each team member is more likely to follow through with a change if the other members strive toward the same goal.

Instant messaging

Although full reviews and detailed feedback are best delivered in person, instant messaging platforms allow employers to easily and quickly offer support and guidance.

Instant messengers are especially helpful for sending quick affirmative feedback, like “Great job on that last assignment” or “This client appreciated your hard work yesterday.” These messages may seem small, but they have a significant impact.

illustration of two employees giving high fives out of laptops

What should be included in an employee performance feedback discussion?

When leaders discuss an employee’s performance, a balanced conversation will offer the most valuable feedback. Even the “rock star” employee wants to know how they can challenge themself to improve.

Positive feedback

Sometimes, leaders forget the importance of positive feedback, but it is just as vital as its counterpart. An employee who hears only critical feedback will likely feel invalidated and unmotivated.

High-performing employees also need their props. If a person struggles with self-doubt, take extra care to highlight when they are modeling positive behaviors and producing quality work.

Negative feedback

Managers may avoid giving negative feedback because it’s tricky, but employees can’t grow if they don’t know where to improve. The key is to be constructive.

Critical feedback should aim not to tear an employee down but to build them up.

Constructive feedback

Managers build up employees through well-positioned feedback. Think constructive, not destructive, and use measurement-oriented rather than vague language.

[ov_cta id="5116629"]

Destructive feedback is observational. Constructive feedback is actionable. It doesn’t just point out a problem; it also offers solutions to that problem.

When managers offer their direct reports constructive feedback, they encourage employee engagement over detachment.

Learn more on how to give constructive feedback to employees

How to deliver negative performance feedback as constructive feedback

As a manager, it's your role to help your employees develop professionally and contribute their best efforts towards the common team goals. That means establishing a dynamic where feedback can flow freely and employees are open to critique to implement positive change. Feel free to check out these employee feedback examples to help you navigate different situations you might face as a manager. Delivering constructive negative performance feedback is more than softening the blow.

Follow these best practices next time you need to give negative feedback and want to do it constructively.

Do it in private

Sometimes, leaders make the mistake of talking to an employee who is not meeting expectations in the presence of other employees. If you’ve ever been criticized in public, you understand that this practice is toxic to employee satisfaction and positive company culture.

A manager should always provide feedback to an employee in private unless they address an entire team of people, even if it’s positive. Some of us feel just as awkward with public praise as we do with public beratement.

Empathize

Managers and employees alike are human beings who respond with strong emotions when they realize they’re not meeting expectations.

The employee may seem defensive, but this is a normal response. Instead of interpreting defensiveness as defiance, leaders should consider how they might react in that position and approach the situation with empathy.

Be direct

Effective employee feedback is direct with clear expectations and concrete examples that offer solutions.

Offer solutions

An employee's performance won't improve through vague directions like ''You need to work faster'' or ''That wasn't good enough.''

Managers can offer actionable feedback by referencing past behavior or specific past work with examples of how to do better.

For example, ''That wasn't good enough'' may become ''These types of assignments require more detail than you included here. Let's look at a good example together.''

Don’t lecture

Most people don’t respond well to being lectured. Offering feedback should be a two-way street, where the employee feels comfortable expressing their own experiences, opinions, and struggles.

Managers can turn lectures into conversations by giving their employees time to process information before continuing, asking them follow-up questions, and letting them contribute to growth solutions.

Remember to talk “with” your employees, not “at” them.

photograph of informal team chat

How to get feedback from a performance review

How do employers know when they have performed an effective performance review? How do they know which leadership skills they need to improve to offer the best feedback?

They ask their employees.

In general, employees know what helps them improve performance and what does not. One of the best ways to get employee feedback is through surveys. Employee surveys allow anonymous, on-point, and consistent feedback — so you always have a pulse on how your team is fairing.

You can ask questions on everything from the latest company announcements or how they feel about receiving feedback. It's an insightful way to capture regular feedback to know your people better and make sure you're on the same page!

By offering them a chance to provide feedback, managers can better address employee needs and encourage a company culture of trust and loyalty.

Anonymous employee feedback

When employee feedback is anonymous, managers can focus on self-evaluation on how to best offer guidance to their employees without the risk of internal tension.

A direct report may even bring something up anonymously that they would have otherwise kept to themselves. These issues are often especially vital to address as they are the ones that eat away at company morale because no one feels comfortable talking about it.

Use employee feedback survey results to guide the conversation

When employees have a safe space to give an employer a performance appraisal, they feel appreciated and heard. They are likely to take more initiative in changing company processes that may be hindering their performance.

[ov_cta id="5116629"]

If you are a business leader who wants to improve communications between managers and employees, Officevibe's Employee Feedback Tool is the perfect solution. Modern managers use it to dig deeper into performance issues through regular employee feedback surveys and follow-up questions. Plus, the tool allows employers to collect employee feedback regardless of the number or location of employees.

Improve communication with remote workers, allow anonymous feedback, and easily track all of it in one place with Officevibe.

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

Related content

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!

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