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How to improve hybrid work culture: A guide for HR leaders

Published on 
September 12, 2024

Hybrid work is no longer just a trend — it's the new norm. But that doesn’t mean it's not without its challenges, and maintaining a strong company culture in such an environment is one of them.  

HR experts have their employees’ well-being at the forefront of their responsibilities. How do they ensure remote employees feel just as included and valued as those in the office? How can they foster a cohesive, engaged, and productive team when people aren’t in the same physical space?  

If you’re asking yourself those same questions, look no further! This article covers the practical strategies to help you create a thriving hybrid work culture in your own organization.

Too good to be true? The challenges of hybrid work

Unless the world plans to return to the Middle Ages, the hybrid work model is here to stay. And there are plenty of good reasons for that! Flexibility, improved work-life balance, and access to a broader talent pool are just a few of the advantages that hybrid work offers. 

Still, it’s not without its hurdles. According to a study by Buffer, even if nearly 97% of remote workers expressed their desire to continue working remotely some of the time, many feel disconnected from their teams. 

The disconnect hybrid teams feel can lead to communication breakdowns and feelings of isolation. It can cause uneven access to resources, like in-office perks, information sharing, or mentorship opportunities that leave remote employees at a disadvantage.  

{emphasize}

Breaking down common issues faced by hybrid teams 

Understanding the common pain points of hybrid workers is the first step to creating a more connected and productive workplace. So, what kind of challenges are we talking about here? 

  • Communication barriers: When your team is split between the office and home, communication can take a hit. Remote employees might feel left out of the loop, especially when they miss those spontaneous office chats that build camaraderie.
  • Unequal access to resources: Not everyone has the same setup at home as they do in the office. A remote worker might be stuck with slower internet or outdated tools, which can put them at a disadvantage compared to their in-office colleagues who have direct access to IT support.
  • Fragmented culture: A split work environment can sometimes create an "us versus them" vibe. Remote employees might feel like they're on the outside looking in, especially when they miss out on team events or informal gatherings, leading to a sense of disconnection.
  • Lower engagement and productivity: When remote workers start to feel isolated, it can take a toll on their motivation. This lack of engagement can lead to lower productivity, with potential ripple effects like missed deadlines or reduced overall morale.

Whether it's communication hiccups or feeling out of the loop, these issues can strain team dynamics. But, by being proactive, you can keep your team engaged, supported, and thriving — no matter where they’re working from. 

{emphasize}

Impact of a fragmented culture on engagement and productivity 

When a hybrid work culture starts to splinter, the effects are real and noticeable. Employees who feel cut off from their team are less likely to be engaged. And, as we’ve seen before, the relationship between employee engagement and productivity is strong. 

But a drop in engagement caused by disconnection doesn’t just slow down individual productivity — it can also affect the morale of the entire team. Even the ones in the office. Over time, this can lead to higher turnover rates because employees eventually seek out workplaces where they feel more included and appreciated. 

The trick is to build an environment where everyone feels like they belong, whether they’re working from home or the office. This means HR leaders and managers must make a conscious effort to close the gap between remote and in-office workers, ensuring everyone has the same access to resources and opportunities. If not addressed, these issues can cause major problems company-wide. 

So, how do you keep everything running smoothly in a hybrid setup?

Hybrid? No problem. Communication and collaboration are the keys.

Imagine providing your employees with an instruction manual, but where one-half of the team reads only the left-hand side of pages and the other half reads only the right side. It’s not going to go well. But that’s exactly what poor communication in a hybrid team feels like. 

And look — we’re not exaggerating. According to Gartner, 70% of hybrid teams struggle with communication, which often leads to things like project delays and job dissatisfaction. 

This might sound simple, but fostering good communication and collaboration dynamics is the secret to creating a great hybrid work culture (and ensuring it sticks). To keep your team aligned, it’s essential to set up clear communication channels and practices that connect remote and in-office employees seamlessly. 

Creating leadership best practices for hybrid teams 

Leading a hybrid team effectively requires a fresh set of strategies that prioritize connection, clarity, and community.  

Share these tips with your managers to encourage them to rise to the occasion: 

  1. Overcommunicate (but don’t overwhelm): In a hybrid setup, it’s easy for remote workers to feel out of the loop. Regular communication helps bridge that gap.

{highlight}Use a mix of communication channels — email, instant messaging, and video calls — to keep everyone informed. Send out weekly updates summarizing key projects and priorities and ensure they reach both remote and in-office team members. {highlight}

  1. Set clear expectations: Ambiguity can lead to misunderstandings and frustration, especially when team members are scattered.

{highlight}Clearly outline tasks, deadlines, and the preferred methods of communication. Create a shared document that details team norms, like response times for messages or guidelines for virtual meetings.{highlight}

  1. Foster inclusivity: Remote employees often miss out on impromptu office discussions and social events, which can make them feel excluded.

{highlight}Make inclusivity a priority by scheduling regular virtual social events, like team lunches or coffee breaks. During meetings, ensure that remote workers have equal opportunities to contribute by actively inviting their input. {highlight}

  1. Regular check-ins: Personal connections are harder to maintain remotely, but they’re essential for a cohesive team.

Schedule regular one-on-one check-ins to discuss not just work progress, but also personal well-being. These conversations help managers understand the unique challenges remote employees may face and offer support where needed.

  1. Lead by example: Employees take cues from their leaders. If you prioritize communication, transparency, and well-being, your team will likely follow suit.

{highlight}Be transparent about your own challenges and successes with hybrid work. Show your team that it’s okay to set boundaries and take breaks when needed. {highlight}

  1. Provide the right tools: The right tools can make hybrid work seamless, while the wrong ones can cause frustration and inefficiency.

{highlight}Ensure your team has access to reliable communication and project management tools. Provide training on how to use these tools effectively, and be open to feedback on what’s working and what’s not. {highlight}

Tips for improving virtual communication 

Effective virtual communication is crucial for a thriving hybrid team, and HR leaders play a pivotal role in shaping the policies that make it possible. Here are some strategies to guide your organization: 

Tip #1 Establish comprehensive communication policies

Clear communication policies reduce misunderstandings and ensure alignment across teams. As an HR leader, define and disseminate guidelines for response times, preferred communication channels, and meeting norms. Make sure these policies are well-documented and accessible, so managers and teams can easily adhere to them. 

Tip #2 Optimize the use of video calls

Video calls can strengthen personal connections more effectively than emails or instant messages. Encourage managers to schedule regular video meetings that are purposeful, while also advising them to be mindful of video call fatigue. Use video for discussions that benefit from a personal touch, such as brainstorming sessions or one-on-one check-ins. 

Tip #3 Foster informal communication channels

HR leaders can facilitate virtual water cooler moments by promoting tools and spaces for casual, non-work conversations. Encourage the use of dedicated chat threads for informal interactions and suggest managers start meetings with a few minutes of casual conversation to help build team bonds. 

Tip #4 Promote the use of instant messaging

Empower teams to reduce unnecessary meetings and emails by leveraging instant messaging tools like Slack or Teams. HR can set guidelines for when these tools should be used for quick updates, questions, or check-ins, ensuring they are integrated seamlessly into the daily workflow. 

Workleap’s recommended tools to facilitate collaboration 

Choosing the right tools and technology is crucial for seamless hybrid collaboration. Here are some essentials that both your in-office and remote teams can benefit from: 

Communication platforms

These platforms are the lifeline of hybrid teams, enabling real-time communication.

  • We recommend: Slack, Microsoft Teams, Zoom.
  • Pro tip: Choose a platform that supports both group and one-on-one communication, and make sure everyone is comfortable using it.

Project management tools

Keeping track of tasks and deadlines is harder when your team isn’t all in one place.

  • We recommend: Asana, Trello, Monday.com.
  • Pro tip: Use these tools to assign tasks, set deadlines, and track progress. Regularly review project boards to ensure everyone is on track.

File sharing and collaboration

Seamless file sharing ensures that all team members have access to the same resources, no matter where they are.

  • We recommend: Google Drive, Dropbox, Microsoft OneDrive.
  • Pro tip: Organize files in a way that’s easy to navigate and set permissions to protect sensitive information.

Virtual whiteboards

Virtual whiteboards are great for brainstorming and collaborative problem-solving.

  • We recommend: Miro, MURAL.
  • Pro tip: Use these tools during brainstorming sessions or when you need to map out complex ideas. They’re super useful for visual thinkers too.

Time-tracking tools

These tools help manage time effectively, especially for remote workers who might struggle with work-life boundaries.

  • We recommend: Toggl, Harvest.
  • Pro tip: Use time-tracking tools to monitor project hours, but avoid using them to micromanage. The goal is to help employees manage their time, not to track every minute they spend working.

{emphasize}

Why open and transparent communication matters 

Open communication is the backbone of a cohesive hybrid team. Everyone should feel safe expressing their opinions, whether they’re remote or in-office. Genuine open communication should also be two-way: we call that the feedback loop

In hybrid settings, it’s easy to forget to update everyone — so try to create a system where regular updates on company progress, changes, and challenges are shared universally. 

Want to gauge how your hybrid setup scores on communication? Regular surveys or open forums where employees can share their thoughts are good place to start.  

{emphasize}

Hybrid success: Building a cohesive hybrid culture

Navigating the hybrid work environment can be tricky, but getting it right is crucial for your team’s success. The key to thriving in this setting lies in fostering trust, creating a sense of belonging, and implementing hybrid-friendly policies that are both flexible and fair. 

Building trust and accountability 

In a hybrid setup, trust is a must-have. Without it, accountability suffers, and team dynamics can quickly deteriorate. 85% of leaders have trouble trusting that remote employees are working productively —  but up to 80% of remote productivity gets lost through miscommunication. So, there’s room for improvement. Being transparent by keeping everyone in the loop, no matter where they’re working from, is a great foundation for trust building. Plus, fostering relationships through virtual hangouts or the occasional in-person meetup will boost trust through connection. Setting clear expectations and celebrating wins across the board will also keep everyone motivated and accountable to one another. 

Creating a sense of belonging 

Making everyone feel like they belong in a hybrid team is crucial. When employees feel connected, they’re more engaged and stick around — and it takes a bit more effort to make that happen when there’s no physical space to bring everyone together. Keeping communication inclusive and regular (think team check-ins, virtual social events, and open forums) makes sure everyone feels part of the same conversation. Reinforcing company values and celebrating the diverse backgrounds and perspectives in your team are other ways to bridge the gap across a workforce. When everyone feels seen and included, they’re more likely to be engaged. 

Implementing hybrid-friendly work policies 

For hybrid work to really work, policies need to be both flexible and fair. While 52% of employees prefer more flexibility, it’s important to balance that with clear policies that ensure productivity and inclusivity. It’s important to creating policies that work for both remote and in-office staff, such as flexible hours and remote workdays. Scheduling challenges should be tackled with shared calendars and meetings that fit everyone’s schedule. Lastly, and most importantly, HR leaders must ensure remote workers have equal professional development opportunities via virtual training sessions and online courses — as this can easily become an afterthought! 

{emphasize}

Spotlight: Workleap’s Communication and Collaboration Playbook

At Workleap, we've fine-tuned our hybrid work approach, turning it into a well-oiled machine. How? By sticking to a few key principles that keep our teams connected and effective, no matter where they’re working. 

  1. Written and asynchronous communication: We rely on clear, concise written communication, allowing team members to absorb and respond at their own pace.
  1. Optional office attendance: The office is always an option, never a requirement. We trust our team to choose the environment where they work best.
  1. Virtual first: Even when we're in the same physical space, we prioritize virtual teamwork to maintain consistency and inclusivity.
  1. Healthy disconnect: Disconnecting is encouraged. We respect boundaries and ensure that everyone takes the time they need to recharge.
  1. Proactive communication: We don’t wait for updates to come to us; we actively reach out, keeping the flow of information steady and transparent.

Curious about how we make hybrid work, work? We’re happy to share more about our approach! Learn more about our work culture here. 

{emphasize}

Creating a cohesive hybrid work culture that works

Building a cohesive, engaged, and productive hybrid work culture isn’t easy — but with the right strategies, it’s absolutely achievable. By focusing on communication, trust, inclusion, and flexibility, HR leaders can bridge the gap between remote and in-office employees, creating a work environment where everyone feels valued and motivated. 

For more insights and tips on navigating the hybrid work environment, check out our blog on building hybrid work culture

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

What's in this article
This is some text inside of a div block.

Hybrid work is no longer just a trend — it's the new norm. But that doesn’t mean it's not without its challenges, and maintaining a strong company culture in such an environment is one of them.  

HR experts have their employees’ well-being at the forefront of their responsibilities. How do they ensure remote employees feel just as included and valued as those in the office? How can they foster a cohesive, engaged, and productive team when people aren’t in the same physical space?  

If you’re asking yourself those same questions, look no further! This article covers the practical strategies to help you create a thriving hybrid work culture in your own organization.

Too good to be true? The challenges of hybrid work

Unless the world plans to return to the Middle Ages, the hybrid work model is here to stay. And there are plenty of good reasons for that! Flexibility, improved work-life balance, and access to a broader talent pool are just a few of the advantages that hybrid work offers. 

Still, it’s not without its hurdles. According to a study by Buffer, even if nearly 97% of remote workers expressed their desire to continue working remotely some of the time, many feel disconnected from their teams. 

The disconnect hybrid teams feel can lead to communication breakdowns and feelings of isolation. It can cause uneven access to resources, like in-office perks, information sharing, or mentorship opportunities that leave remote employees at a disadvantage.  

{emphasize}

Breaking down common issues faced by hybrid teams 

Understanding the common pain points of hybrid workers is the first step to creating a more connected and productive workplace. So, what kind of challenges are we talking about here? 

  • Communication barriers: When your team is split between the office and home, communication can take a hit. Remote employees might feel left out of the loop, especially when they miss those spontaneous office chats that build camaraderie.
  • Unequal access to resources: Not everyone has the same setup at home as they do in the office. A remote worker might be stuck with slower internet or outdated tools, which can put them at a disadvantage compared to their in-office colleagues who have direct access to IT support.
  • Fragmented culture: A split work environment can sometimes create an "us versus them" vibe. Remote employees might feel like they're on the outside looking in, especially when they miss out on team events or informal gatherings, leading to a sense of disconnection.
  • Lower engagement and productivity: When remote workers start to feel isolated, it can take a toll on their motivation. This lack of engagement can lead to lower productivity, with potential ripple effects like missed deadlines or reduced overall morale.

Whether it's communication hiccups or feeling out of the loop, these issues can strain team dynamics. But, by being proactive, you can keep your team engaged, supported, and thriving — no matter where they’re working from. 

{emphasize}

Impact of a fragmented culture on engagement and productivity 

When a hybrid work culture starts to splinter, the effects are real and noticeable. Employees who feel cut off from their team are less likely to be engaged. And, as we’ve seen before, the relationship between employee engagement and productivity is strong. 

But a drop in engagement caused by disconnection doesn’t just slow down individual productivity — it can also affect the morale of the entire team. Even the ones in the office. Over time, this can lead to higher turnover rates because employees eventually seek out workplaces where they feel more included and appreciated. 

The trick is to build an environment where everyone feels like they belong, whether they’re working from home or the office. This means HR leaders and managers must make a conscious effort to close the gap between remote and in-office workers, ensuring everyone has the same access to resources and opportunities. If not addressed, these issues can cause major problems company-wide. 

So, how do you keep everything running smoothly in a hybrid setup?

Hybrid? No problem. Communication and collaboration are the keys.

Imagine providing your employees with an instruction manual, but where one-half of the team reads only the left-hand side of pages and the other half reads only the right side. It’s not going to go well. But that’s exactly what poor communication in a hybrid team feels like. 

And look — we’re not exaggerating. According to Gartner, 70% of hybrid teams struggle with communication, which often leads to things like project delays and job dissatisfaction. 

This might sound simple, but fostering good communication and collaboration dynamics is the secret to creating a great hybrid work culture (and ensuring it sticks). To keep your team aligned, it’s essential to set up clear communication channels and practices that connect remote and in-office employees seamlessly. 

Creating leadership best practices for hybrid teams 

Leading a hybrid team effectively requires a fresh set of strategies that prioritize connection, clarity, and community.  

Share these tips with your managers to encourage them to rise to the occasion: 

  1. Overcommunicate (but don’t overwhelm): In a hybrid setup, it’s easy for remote workers to feel out of the loop. Regular communication helps bridge that gap.

{highlight}Use a mix of communication channels — email, instant messaging, and video calls — to keep everyone informed. Send out weekly updates summarizing key projects and priorities and ensure they reach both remote and in-office team members. {highlight}

  1. Set clear expectations: Ambiguity can lead to misunderstandings and frustration, especially when team members are scattered.

{highlight}Clearly outline tasks, deadlines, and the preferred methods of communication. Create a shared document that details team norms, like response times for messages or guidelines for virtual meetings.{highlight}

  1. Foster inclusivity: Remote employees often miss out on impromptu office discussions and social events, which can make them feel excluded.

{highlight}Make inclusivity a priority by scheduling regular virtual social events, like team lunches or coffee breaks. During meetings, ensure that remote workers have equal opportunities to contribute by actively inviting their input. {highlight}

  1. Regular check-ins: Personal connections are harder to maintain remotely, but they’re essential for a cohesive team.

Schedule regular one-on-one check-ins to discuss not just work progress, but also personal well-being. These conversations help managers understand the unique challenges remote employees may face and offer support where needed.

  1. Lead by example: Employees take cues from their leaders. If you prioritize communication, transparency, and well-being, your team will likely follow suit.

{highlight}Be transparent about your own challenges and successes with hybrid work. Show your team that it’s okay to set boundaries and take breaks when needed. {highlight}

  1. Provide the right tools: The right tools can make hybrid work seamless, while the wrong ones can cause frustration and inefficiency.

{highlight}Ensure your team has access to reliable communication and project management tools. Provide training on how to use these tools effectively, and be open to feedback on what’s working and what’s not. {highlight}

Tips for improving virtual communication 

Effective virtual communication is crucial for a thriving hybrid team, and HR leaders play a pivotal role in shaping the policies that make it possible. Here are some strategies to guide your organization: 

Tip #1 Establish comprehensive communication policies

Clear communication policies reduce misunderstandings and ensure alignment across teams. As an HR leader, define and disseminate guidelines for response times, preferred communication channels, and meeting norms. Make sure these policies are well-documented and accessible, so managers and teams can easily adhere to them. 

Tip #2 Optimize the use of video calls

Video calls can strengthen personal connections more effectively than emails or instant messages. Encourage managers to schedule regular video meetings that are purposeful, while also advising them to be mindful of video call fatigue. Use video for discussions that benefit from a personal touch, such as brainstorming sessions or one-on-one check-ins. 

Tip #3 Foster informal communication channels

HR leaders can facilitate virtual water cooler moments by promoting tools and spaces for casual, non-work conversations. Encourage the use of dedicated chat threads for informal interactions and suggest managers start meetings with a few minutes of casual conversation to help build team bonds. 

Tip #4 Promote the use of instant messaging

Empower teams to reduce unnecessary meetings and emails by leveraging instant messaging tools like Slack or Teams. HR can set guidelines for when these tools should be used for quick updates, questions, or check-ins, ensuring they are integrated seamlessly into the daily workflow. 

Workleap’s recommended tools to facilitate collaboration 

Choosing the right tools and technology is crucial for seamless hybrid collaboration. Here are some essentials that both your in-office and remote teams can benefit from: 

Communication platforms

These platforms are the lifeline of hybrid teams, enabling real-time communication.

  • We recommend: Slack, Microsoft Teams, Zoom.
  • Pro tip: Choose a platform that supports both group and one-on-one communication, and make sure everyone is comfortable using it.

Project management tools

Keeping track of tasks and deadlines is harder when your team isn’t all in one place.

  • We recommend: Asana, Trello, Monday.com.
  • Pro tip: Use these tools to assign tasks, set deadlines, and track progress. Regularly review project boards to ensure everyone is on track.

File sharing and collaboration

Seamless file sharing ensures that all team members have access to the same resources, no matter where they are.

  • We recommend: Google Drive, Dropbox, Microsoft OneDrive.
  • Pro tip: Organize files in a way that’s easy to navigate and set permissions to protect sensitive information.

Virtual whiteboards

Virtual whiteboards are great for brainstorming and collaborative problem-solving.

  • We recommend: Miro, MURAL.
  • Pro tip: Use these tools during brainstorming sessions or when you need to map out complex ideas. They’re super useful for visual thinkers too.

Time-tracking tools

These tools help manage time effectively, especially for remote workers who might struggle with work-life boundaries.

  • We recommend: Toggl, Harvest.
  • Pro tip: Use time-tracking tools to monitor project hours, but avoid using them to micromanage. The goal is to help employees manage their time, not to track every minute they spend working.

{emphasize}

Why open and transparent communication matters 

Open communication is the backbone of a cohesive hybrid team. Everyone should feel safe expressing their opinions, whether they’re remote or in-office. Genuine open communication should also be two-way: we call that the feedback loop

In hybrid settings, it’s easy to forget to update everyone — so try to create a system where regular updates on company progress, changes, and challenges are shared universally. 

Want to gauge how your hybrid setup scores on communication? Regular surveys or open forums where employees can share their thoughts are good place to start.  

{emphasize}

Hybrid success: Building a cohesive hybrid culture

Navigating the hybrid work environment can be tricky, but getting it right is crucial for your team’s success. The key to thriving in this setting lies in fostering trust, creating a sense of belonging, and implementing hybrid-friendly policies that are both flexible and fair. 

Building trust and accountability 

In a hybrid setup, trust is a must-have. Without it, accountability suffers, and team dynamics can quickly deteriorate. 85% of leaders have trouble trusting that remote employees are working productively —  but up to 80% of remote productivity gets lost through miscommunication. So, there’s room for improvement. Being transparent by keeping everyone in the loop, no matter where they’re working from, is a great foundation for trust building. Plus, fostering relationships through virtual hangouts or the occasional in-person meetup will boost trust through connection. Setting clear expectations and celebrating wins across the board will also keep everyone motivated and accountable to one another. 

Creating a sense of belonging 

Making everyone feel like they belong in a hybrid team is crucial. When employees feel connected, they’re more engaged and stick around — and it takes a bit more effort to make that happen when there’s no physical space to bring everyone together. Keeping communication inclusive and regular (think team check-ins, virtual social events, and open forums) makes sure everyone feels part of the same conversation. Reinforcing company values and celebrating the diverse backgrounds and perspectives in your team are other ways to bridge the gap across a workforce. When everyone feels seen and included, they’re more likely to be engaged. 

Implementing hybrid-friendly work policies 

For hybrid work to really work, policies need to be both flexible and fair. While 52% of employees prefer more flexibility, it’s important to balance that with clear policies that ensure productivity and inclusivity. It’s important to creating policies that work for both remote and in-office staff, such as flexible hours and remote workdays. Scheduling challenges should be tackled with shared calendars and meetings that fit everyone’s schedule. Lastly, and most importantly, HR leaders must ensure remote workers have equal professional development opportunities via virtual training sessions and online courses — as this can easily become an afterthought! 

{emphasize}

Spotlight: Workleap’s Communication and Collaboration Playbook

At Workleap, we've fine-tuned our hybrid work approach, turning it into a well-oiled machine. How? By sticking to a few key principles that keep our teams connected and effective, no matter where they’re working. 

  1. Written and asynchronous communication: We rely on clear, concise written communication, allowing team members to absorb and respond at their own pace.
  1. Optional office attendance: The office is always an option, never a requirement. We trust our team to choose the environment where they work best.
  1. Virtual first: Even when we're in the same physical space, we prioritize virtual teamwork to maintain consistency and inclusivity.
  1. Healthy disconnect: Disconnecting is encouraged. We respect boundaries and ensure that everyone takes the time they need to recharge.
  1. Proactive communication: We don’t wait for updates to come to us; we actively reach out, keeping the flow of information steady and transparent.

Curious about how we make hybrid work, work? We’re happy to share more about our approach! Learn more about our work culture here. 

{emphasize}

Creating a cohesive hybrid work culture that works

Building a cohesive, engaged, and productive hybrid work culture isn’t easy — but with the right strategies, it’s absolutely achievable. By focusing on communication, trust, inclusion, and flexibility, HR leaders can bridge the gap between remote and in-office employees, creating a work environment where everyone feels valued and motivated. 

For more insights and tips on navigating the hybrid work environment, check out our blog on building hybrid work culture

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.