Employee Engagement
10M

Navigating friendships at work and being your friends’ manager

Published on 
May 28, 2021

When you have a bad day, when good things happen, or when you are stressed…having friends at work is key to job satisfaction, managing stress, and staying connected to your work.

“Friendships create a foundation through which we can develop social skills, advance our careers…and enjoy compassion and support."

Psychology Today

But when you are the leader of a team, managing friendships at work can feel tricky. Especially when those friendships involve people you manage.

We spoke with real managers who have gone through this experience. They shared some tips on how to go into your friendships with confidence, and without losing your ability to fully develop as a leader at the same time.

Since some of these people still work with their current friends and managers, they asked to remain anonymous.

Why work friends are so important and needed

Being a manager might isolate you from your team

You might think that as soon as you become a manager, that means that you will lose the ability to befriend your team. On countless occasions, we have heard managers say,

Being a manager can feel lonely.

However, letting loneliness grow deep can have consequences in your development as a professional and your ability to overcome challenges. If you feel like there’s no one you can bounce ideas, connect, or share experiences with, you can develop a sense of isolation and disconnect from your workplace and team.

In an observational study by Sigal Barsade and Hakan Ozcelik to understand how loneliness affects work performance, they found that indeed loneliness led to withdrawal from work, weaker productivity, motivation, and performance.

How work friendships help as emotional support

There will be times when you’ll have to manage difficult employees. Or you might be trying to mitigate a complex conflict between team members. These instances are unique to you as a manager, and often charged with emotions. And although you need to learn how to manage and express emotions at work, these moments will happen and emotions are human.

Having a friend you can be your true self and express your feelings with is key to your wellbeing, stress management of your role, and overall happiness at work.

We know that having friends at your workplace is necessary, but it’s not always that easy when you are in a leadership role. Here are some tips to help you find friends in the workplace.

From lonely to friendly: finding friends at work

1. Develop a strong connection with your team

Even if you feel like being friends with your team is tricky because of your role as their manager, you can still develop strong relationships with them (and to a degree, even friendships).

In relationships, nothing is black or white. There are many scales of grey.

And although maybe you won’t be able to rely on one of your team members to discuss a team conflict or an issue with your boss, they can still have your back and connect with you.

If you want to start somewhere, start by establishing trust. From experience, this can be a game changer in how in-depth you get to connect with your team.

2. Connect with other managers within your organization

One of the best pieces of career advice we can give (around this topic) is to find other managers in your organization. Although it can be intimidating to reach out to people outside of your team ― even more in the remote work context where it might involve people you have never met before, a fellow manager will understand a lot of what you go through.

They'll understand things like managing up (being the middle person between your team and leaders above you), finding the right balance between managing your team and getting your own work done, working out challenges on your team, and many more instances make your job as a manager as rewarding and as challenging as it can get. These common grounds can help you initiate conversations and develop friendships.

3. Increase your network

When it’s difficult to find friends at work because your managerial role involves a lot of confidential information, or you have a big influence in the day-to-day lives of people, finding friends at work and within your organization can be more challenging.

That’s where growing a network around you that gets you is important. You can start by building your personal brand online as a manager or looking for advice online, and slowly starting conversations. You can also join online groups of managers within your industry.

The opportunities and options are endless, and you can find real friendships. Even outside your own workplace.

Awkward or not awkward: managing friends at work

Many companies choose to promote from within. It’s cheaper, more time-efficient since there is less training involved, and it’s a great way to recognize people’s potential.

This is how many people embark on their new job as managers. They might find themselves in the position where they just got promoted, and now it’s their job to manage a team, and potentially their own friends.

Here's what some managers who have been through it had to say:

It will be awkward at first, but not forever

"It did change the dynamic a bit."

“It did change the dynamic a bit. Had to work through the awkwardness of it at first. Some topics are no longer discussed. But we just respect each other and moved on. We're still close friends to this day.”

The key thing to expect here is a change in dynamic. Change always comes with an adjustment period. Expect this period, as it happens to everyone, knowing that with time, it will pass.

Early and continuous communication are key

"When I was promoted, I was afraid to tell my close friend at work."

“When I was promoted, I was afraid to tell my close friend at work. Mainly because we used to be coworkers and do the same job. When I heard the news, I felt like I couldn’t tell her. I didn’t want to ruin things. The problem came when our VP announced the news. He had to disclose that the conversation was months in the making and that I had agreed to accept the opportunity. That only made things more awkward for us. After talking it through, what bothered my friend the most is knowing that I didn’t feel comfortable telling her. She would’ve loved to hear it from me and be happy for me!”

This is a hard call. Especially if the information is confidential and it isn’t up to you to disclose your upcoming promotion. However, from our conversations with managers, there was a common tool: communication. If you are able to, talk to your friend as soon as possible. Most likely they will be happy for you!

“I knew the vision I had for my new team and the type of manager I wanted to be. I shared my plan — out of excitement more than anything — with my friend. She wasn’t surprised at all about my ambition! She knew me very well and saw that coming. But as I transitioned to my role and adjusted things in the team, it helped her anticipate my expectations, even if they involved me setting new goals for her.”

Keeping communication constant and understanding that it will take some time before you find the right ways to work together, can really help you and your friend transition to your new dynamic. Your friend will know what to expect from you as their manager, and that will help them to process the changes to come.

Empathy goes a long way

This will apply to both sides of the friendship. On your side, take a few minutes to consider how you would feel if your friend became your manager. And your friend will have to think about how it would feel for them to be moved to manager.

Even if your friend takes some time to adjust, empathy will be the best way to understand their behaviours. From our conversations with managers, we saw that empathy was often their starting point when finding a balance between friendships, work, and leadership.

"We both wanted the promotion."

“We both wanted the promotion. In fact, we used to work so well together because we were as motivated to push for the same goals! So when I became manager, I had to give some room to my friend to be upset and disappointed. I would’ve probably felt the same way if I'm being honest…I thought about what I would want my friend to do if the situation were reversed, and that empathy really helped us pass over the tension.”

Transparency and clear processes make things fair

“My biggest fear was that my team would think I was going to favour my two best friends in the team. I right away decided I was going to have methods in place for recognition and when assigning projects. Having impartial systems that benefited those who had the skills, seniority, and time to do certain projects made it clear to my team that it wasn’t up to me. It was up to them. No favouritism there!”

For recognition, opportunities, benefits, and ideation…having a plan and open process will help your team know that you won’t favour everyone specifically.;

{highlight}Pro tip: make sure the metrics you use are factual and not ambiguous. For example, saying that you value dedication on your team might be too open to interpretation. Be more specific by saying that you value collaborating with outside teams, bringing up new ideas, meeting goals, etc. The goal is to create a work environment that feels and acts fairly.{highlight}

Talk about it and have the uncomfortable conversation

“Listen, we all knew there was an elephant in the room. I had very good friends in the team before I became manager. And what was worse, the next promotion was going to be, in part, my decision! I knew that even if conversations could be tense, I needed to talk to people about this. I was open about it, gathered my team’s concerns, and was upfront with my friends about how the decision was going to be made. It took courage, but I think my team respected it and my friends appreciated it.”

It can be stressful, but having those difficult conversations will set you up for long-term success. Allow yourself to be a little uncomfortable, be proactive at bringing the conversation topic yourself, and keep a record of what you discussed to avoid misunderstandings down the line.

{highlight}Pro tip: Managers love our one-on-one meeting software because it allows you to set collaborative agendas and book meetings with all team members, and keep a record of the conversation points! Transparency and equality will be your allies in keeping trust strong on your team. Sign-up free for Officevibe and lead with confidence, even in the most awkward conversations.{highlight}

In the end, I was able to maintain all of my friendships after my promotion, and even had to give some disciplinary warnings.

"But I think the fact that I treated all of my team with the same respect and transparency that I would want from a manager was really the biggest help."

Too busy? Save the key points only

You can save the image below (drag to your desktop or right-click and save) with the main and most actionable points from this article, and/or send them to your email.

Get the key points

It will take some time, empathy, and openness, but you can reach a healthy balance in your friendships at work. Learn when to confidently lean on friendships and when to lean on your role as a manager and leader. The stress and tension you feel is a sign that you care. Be kind to yourself, have empathy, and continue developing strong relationships.

FAQs on cultivating more honest relationships with friends you manage

How can I maintain fairness in the work environment when managing work friends? When managing work friends, it's vital to ensure that you treat all team members equally to avoid perceptions of favoritism. This means applying policies, rules, and decision-making processes consistently across the team.

How do I balance professionalism and workplace friendships? It can be challenging! Developing friendships at work doesn't mean forgetting about professional boundaries during work hours and activities. It's important to maintain professional behavior in the work environment, even with friends.

How do I manage conflicts effectively when they involve work friends? Conflicts can occur in any work environment and they can be more challenging to navigate when they involve work friends. The key is to handle them promptly and impartially, focusing on the issue at hand and not just your friends' personal feelings.

How can I set boundaries between my personal and professional life when managing work friends? Establishing boundaries in workplace friendships is crucial to maintaining a healthy work environment. Make sure to communicate openly about when and how work-related matters can be discussed outside of work. For example, you might establish a rule about not spending your entire lunch break talking about work-related issues.

How can I have career progression discussions with friends I manage at work? Career progression discussions with work friends should be handled in the same professional and objective manner as with all other team members. Developing more honest relationships where constructive feedback can be given and received will help support their professional development.

How can I mitigate emotional bias when making managerial decisions about work friends? Emotional bias is a common challenge when managing friends in the workplace. Focusing on objective criteria, getting opinions from other team members, and reflecting on decisions before finalizing them can help. It's part of creating a fair and balanced workplace culture where friendships and professionalism coexist.

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.

When you have a bad day, when good things happen, or when you are stressed…having friends at work is key to job satisfaction, managing stress, and staying connected to your work.

“Friendships create a foundation through which we can develop social skills, advance our careers…and enjoy compassion and support."

Psychology Today

But when you are the leader of a team, managing friendships at work can feel tricky. Especially when those friendships involve people you manage.

We spoke with real managers who have gone through this experience. They shared some tips on how to go into your friendships with confidence, and without losing your ability to fully develop as a leader at the same time.

Since some of these people still work with their current friends and managers, they asked to remain anonymous.

Why work friends are so important and needed

Being a manager might isolate you from your team

You might think that as soon as you become a manager, that means that you will lose the ability to befriend your team. On countless occasions, we have heard managers say,

Being a manager can feel lonely.

However, letting loneliness grow deep can have consequences in your development as a professional and your ability to overcome challenges. If you feel like there’s no one you can bounce ideas, connect, or share experiences with, you can develop a sense of isolation and disconnect from your workplace and team.

In an observational study by Sigal Barsade and Hakan Ozcelik to understand how loneliness affects work performance, they found that indeed loneliness led to withdrawal from work, weaker productivity, motivation, and performance.

How work friendships help as emotional support

There will be times when you’ll have to manage difficult employees. Or you might be trying to mitigate a complex conflict between team members. These instances are unique to you as a manager, and often charged with emotions. And although you need to learn how to manage and express emotions at work, these moments will happen and emotions are human.

Having a friend you can be your true self and express your feelings with is key to your wellbeing, stress management of your role, and overall happiness at work.

We know that having friends at your workplace is necessary, but it’s not always that easy when you are in a leadership role. Here are some tips to help you find friends in the workplace.

From lonely to friendly: finding friends at work

1. Develop a strong connection with your team

Even if you feel like being friends with your team is tricky because of your role as their manager, you can still develop strong relationships with them (and to a degree, even friendships).

In relationships, nothing is black or white. There are many scales of grey.

And although maybe you won’t be able to rely on one of your team members to discuss a team conflict or an issue with your boss, they can still have your back and connect with you.

If you want to start somewhere, start by establishing trust. From experience, this can be a game changer in how in-depth you get to connect with your team.

2. Connect with other managers within your organization

One of the best pieces of career advice we can give (around this topic) is to find other managers in your organization. Although it can be intimidating to reach out to people outside of your team ― even more in the remote work context where it might involve people you have never met before, a fellow manager will understand a lot of what you go through.

They'll understand things like managing up (being the middle person between your team and leaders above you), finding the right balance between managing your team and getting your own work done, working out challenges on your team, and many more instances make your job as a manager as rewarding and as challenging as it can get. These common grounds can help you initiate conversations and develop friendships.

3. Increase your network

When it’s difficult to find friends at work because your managerial role involves a lot of confidential information, or you have a big influence in the day-to-day lives of people, finding friends at work and within your organization can be more challenging.

That’s where growing a network around you that gets you is important. You can start by building your personal brand online as a manager or looking for advice online, and slowly starting conversations. You can also join online groups of managers within your industry.

The opportunities and options are endless, and you can find real friendships. Even outside your own workplace.

Awkward or not awkward: managing friends at work

Many companies choose to promote from within. It’s cheaper, more time-efficient since there is less training involved, and it’s a great way to recognize people’s potential.

This is how many people embark on their new job as managers. They might find themselves in the position where they just got promoted, and now it’s their job to manage a team, and potentially their own friends.

Here's what some managers who have been through it had to say:

It will be awkward at first, but not forever

"It did change the dynamic a bit."

“It did change the dynamic a bit. Had to work through the awkwardness of it at first. Some topics are no longer discussed. But we just respect each other and moved on. We're still close friends to this day.”

The key thing to expect here is a change in dynamic. Change always comes with an adjustment period. Expect this period, as it happens to everyone, knowing that with time, it will pass.

Early and continuous communication are key

"When I was promoted, I was afraid to tell my close friend at work."

“When I was promoted, I was afraid to tell my close friend at work. Mainly because we used to be coworkers and do the same job. When I heard the news, I felt like I couldn’t tell her. I didn’t want to ruin things. The problem came when our VP announced the news. He had to disclose that the conversation was months in the making and that I had agreed to accept the opportunity. That only made things more awkward for us. After talking it through, what bothered my friend the most is knowing that I didn’t feel comfortable telling her. She would’ve loved to hear it from me and be happy for me!”

This is a hard call. Especially if the information is confidential and it isn’t up to you to disclose your upcoming promotion. However, from our conversations with managers, there was a common tool: communication. If you are able to, talk to your friend as soon as possible. Most likely they will be happy for you!

“I knew the vision I had for my new team and the type of manager I wanted to be. I shared my plan — out of excitement more than anything — with my friend. She wasn’t surprised at all about my ambition! She knew me very well and saw that coming. But as I transitioned to my role and adjusted things in the team, it helped her anticipate my expectations, even if they involved me setting new goals for her.”

Keeping communication constant and understanding that it will take some time before you find the right ways to work together, can really help you and your friend transition to your new dynamic. Your friend will know what to expect from you as their manager, and that will help them to process the changes to come.

Empathy goes a long way

This will apply to both sides of the friendship. On your side, take a few minutes to consider how you would feel if your friend became your manager. And your friend will have to think about how it would feel for them to be moved to manager.

Even if your friend takes some time to adjust, empathy will be the best way to understand their behaviours. From our conversations with managers, we saw that empathy was often their starting point when finding a balance between friendships, work, and leadership.

"We both wanted the promotion."

“We both wanted the promotion. In fact, we used to work so well together because we were as motivated to push for the same goals! So when I became manager, I had to give some room to my friend to be upset and disappointed. I would’ve probably felt the same way if I'm being honest…I thought about what I would want my friend to do if the situation were reversed, and that empathy really helped us pass over the tension.”

Transparency and clear processes make things fair

“My biggest fear was that my team would think I was going to favour my two best friends in the team. I right away decided I was going to have methods in place for recognition and when assigning projects. Having impartial systems that benefited those who had the skills, seniority, and time to do certain projects made it clear to my team that it wasn’t up to me. It was up to them. No favouritism there!”

For recognition, opportunities, benefits, and ideation…having a plan and open process will help your team know that you won’t favour everyone specifically.;

{highlight}Pro tip: make sure the metrics you use are factual and not ambiguous. For example, saying that you value dedication on your team might be too open to interpretation. Be more specific by saying that you value collaborating with outside teams, bringing up new ideas, meeting goals, etc. The goal is to create a work environment that feels and acts fairly.{highlight}

Talk about it and have the uncomfortable conversation

“Listen, we all knew there was an elephant in the room. I had very good friends in the team before I became manager. And what was worse, the next promotion was going to be, in part, my decision! I knew that even if conversations could be tense, I needed to talk to people about this. I was open about it, gathered my team’s concerns, and was upfront with my friends about how the decision was going to be made. It took courage, but I think my team respected it and my friends appreciated it.”

It can be stressful, but having those difficult conversations will set you up for long-term success. Allow yourself to be a little uncomfortable, be proactive at bringing the conversation topic yourself, and keep a record of what you discussed to avoid misunderstandings down the line.

{highlight}Pro tip: Managers love our one-on-one meeting software because it allows you to set collaborative agendas and book meetings with all team members, and keep a record of the conversation points! Transparency and equality will be your allies in keeping trust strong on your team. Sign-up free for Officevibe and lead with confidence, even in the most awkward conversations.{highlight}

In the end, I was able to maintain all of my friendships after my promotion, and even had to give some disciplinary warnings.

"But I think the fact that I treated all of my team with the same respect and transparency that I would want from a manager was really the biggest help."

Too busy? Save the key points only

You can save the image below (drag to your desktop or right-click and save) with the main and most actionable points from this article, and/or send them to your email.

Get the key points

It will take some time, empathy, and openness, but you can reach a healthy balance in your friendships at work. Learn when to confidently lean on friendships and when to lean on your role as a manager and leader. The stress and tension you feel is a sign that you care. Be kind to yourself, have empathy, and continue developing strong relationships.

FAQs on cultivating more honest relationships with friends you manage

How can I maintain fairness in the work environment when managing work friends? When managing work friends, it's vital to ensure that you treat all team members equally to avoid perceptions of favoritism. This means applying policies, rules, and decision-making processes consistently across the team.

How do I balance professionalism and workplace friendships? It can be challenging! Developing friendships at work doesn't mean forgetting about professional boundaries during work hours and activities. It's important to maintain professional behavior in the work environment, even with friends.

How do I manage conflicts effectively when they involve work friends? Conflicts can occur in any work environment and they can be more challenging to navigate when they involve work friends. The key is to handle them promptly and impartially, focusing on the issue at hand and not just your friends' personal feelings.

How can I set boundaries between my personal and professional life when managing work friends? Establishing boundaries in workplace friendships is crucial to maintaining a healthy work environment. Make sure to communicate openly about when and how work-related matters can be discussed outside of work. For example, you might establish a rule about not spending your entire lunch break talking about work-related issues.

How can I have career progression discussions with friends I manage at work? Career progression discussions with work friends should be handled in the same professional and objective manner as with all other team members. Developing more honest relationships where constructive feedback can be given and received will help support their professional development.

How can I mitigate emotional bias when making managerial decisions about work friends? Emotional bias is a common challenge when managing friends in the workplace. Focusing on objective criteria, getting opinions from other team members, and reflecting on decisions before finalizing them can help. It's part of creating a fair and balanced workplace culture where friendships and professionalism coexist.

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.

[ov_cta id="5122598"]

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