Team Management
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How to manage introverted employees

Published on 
July 19, 2023

We encourage introverts to act like extroverts instead of acting like their best selves.

Susan Cain, author of Quiet: The Power of Introverts in a World that Can't Stop Talking

We encourage introverts to act like extroverts instead of acting like their best selves.

Susan Cain, author of Quiet: The Power of Introverts in a World that Can't Stop Talking

There's a huge misconception in the business world that you need to be loud, powerful, assertive, sticking your chest out, and grinding to get what you want.

But in fact, quiet employees often are more successful and are considered better leaders.

Why is that?

What are the key characteristics of an introverted employee?

While everyone has their own unique personality traits, there are some key characteristics that more introverted employees share. Introverts tend to work well independently and prefer to do so in a quieter, less stimulating environment that's free from excessive distractions.

Those with introverted personalities may also think and reflect more than others before speaking, and could even feel drained after too much social interaction. Not everyone has the same social battery, and for more introverted people, it definitely takes a little more out of them.

How do the management strategies for introverts differ from those for extroverts?

When it comes to managing introverts in an effective way, it's important to understand what resonates with them, compared to more extroverted employees. As we touched on before, introverts thrive in quieter work environments and tend to feel more comfortable with one-on-one communication rather than in a group setting.

Sometimes, they may take a little longer to process information and respond accordingly and can be more pensive and less reactive in their communication style. These are all things to keep in mind when it comes to managing introverts and developing a management strategy that is inclusive of every team member, their communication style, and their personality types.

What are some common misconceptions about introverted employees?

Nobody wants to judge a book by its cover, but we can't deny that it still happens. When someone is more introverted, we can easily succumb to making judgments about why they seem so quiet. This quiet nature can sometimes be misconstrued as being disengaged, or even uninterested when in reality, they're simply not as forwardly outgoing as others.

This more introverted nature can also lead to employees not being considered leadership material, or perceived as not enjoying or valuing teamwork when in most instances this isn't the case at all. These kinds of misconceptions show us how important it is to learn about each individual, how they work best, communicate best, and what they can bring to the table.

What are some common challenges faced by introverted employees in the workplace?

A loud, bustling workplace environment can be daunting for introverted team members who prefer the solace of a quiet space over the overstimulation of a noisy environment. Their quiet demeanors in these kinds of settings can be misunderstood, and it can sometimes be challenging for them to feel like they fit in amongst their more extroverted colleagues. And as we touched on, their more introverted manners can even lead to them being potentially overlooked for leadership roles that they are actually just as capable of stepping into.

With these misconceptions in mind, let's look at some of the positive attributes our introverted colleagues bring to the workplace:

Introverts are better listeners

Introverts are naturally better listeners, which is great when you're leading a team. Some extroverted leaders, on the other hand, may have the tendency to monopolize conversations without realizing it, leaving little room for their team members to speak. They're generally better with the command-and-control type of management, whereas introverts can be more inclusive.

Introverts are more humble

The best leaders practice what's known as “servant leadership”, which is essentially when you put your employees first and are acting to serve them.

The traits associated with servant leadership, like humility, are found more commonly in introverts.

Introverts are more creative

Quieter employees tend to be more reflective and take their time to analyze what's going on. That reflection tends to make them more creative and helps them make more informed decisions.

Extroverts, on the other hand, can be a bit bolder when it comes to decision-making.

Introverts form deeper connections

Many introverts prefer to build deeper one-on-one connections. They're much more likely to get to know their team members on a more personal level, making employees feel more connected to them.

[ov_cta id="5122382"]

Introverts are more self-aware

Self-awareness is one of the most important things you can have to be an emotionally intelligent leader.

That self-awareness lets them listen attentively, pick up on social cues, process information, and see the bigger picture. And they love the time alone to process that information.

If you haven't seen it already, Susan Cain's TED talk about the power of introverts is definitely worth a watch:

{emphasize}

"As an introvert myself, I often wonder if I'm perceived to be not as good as I actually am.

If I'm a little quiet in a meeting, does that mean I'm in a bad mood? Does it mean I'm not engaged?

Absolutely not.

There are times when I'm in a meeting and I can perceive the people around me noticing that I'm probably losing focus or not into it, but that's simply not true.

I'm just digesting and processing the information."

{emphasize}

Introverts and quiet employees work differently, but managers might be missing out on a huge opportunity by not fully trying to understand them and adapting the way they manage them.

Not only is it important for the success of your business, but it's important for the well-being of your employees and your culture.

{emphasize}Check out our 11-day email course to become a leader that employees look up to and want to work for.{emphasize}

7 Tips to manage quiet employees

As a leader, you'll have to learn how to deal with multiple personality types and adjust your management style accordingly. Here are a few ideas to help you better lead and manage those quiet employees.

1. Don't assume

The first (and best) tip is not to assume anything.

As mentioned earlier, they might be quiet in meetings or at their desks but don't assume that they're in a bad mood or disengaged. They might be processing some information that was just given to them or developing a new idea, and that can make them the more engaged members of your team.

2. Don't just show up at their desks

Chances are, they'll prefer to communicate by email or chat, so try to respect that communication style.

If you just show up at their desks or catch them by surprise, they likely won't give you the answer you're looking for. They need time to process and think about what they want to say. So give them the space and time they need.

3. Use one-on-ones

One-on-one meetings are probably where you're going to get the best feedback from your quieter employees. They'll be comfortable in that calm, quiet environment.

If you can, send them a meeting agenda at least 24 hours in advance to make sure they have some time to gather their thoughts.

4. Don't ask for their opinion on the spot

If there's anything you want their opinion on, it might be a good idea to wait a while before asking them for their thoughts. Again, many introverts need time to process, digest, and formulate their ideas.

Give them time to think and come back to you with their thoughts and opinions collected.

It also might be a good idea to ask for their opinion using their favorite form of communication. For example, you can wait an hour or two and send them an email or chat message and ask for their opinion.

5. Give them a quiet environment

It makes sense that quiet people would like to work in quiet environments.

Try your best to create a quiet environment so that they can work at their best. If the workplace is noisy and there's no way for them to get the quiet they need, you might want to consider letting your introvert team members work remotely.

6. Don't ignore them

It's easy for introverts or quiet employees to go unnoticed, but you need to make a conscious effort to notice them.

For instance, try to avoid words like “outgoing” in job descriptions. You don't want to miss out on introverted people that, as we've seen, can bring valuable contributions to companies.

And remember, Bill Gates, Albert Einstein, Warren Buffett, Steve Wozniak, and Michael Jordan are all introverts!

7. Be mindful of them

Emotional intelligence is truly a key trait to develop as it allows you to better understand the many different employee personality types.

Quiet employees are often perceived as shy, unhappy, or not “into it.” You need to be mindful of how you perceive these employees, adjust your own attitude toward them, and guide your extrovert team members through doing the same.

What benefits can introverted employees bring to a team or organization?

Having an introverted personality often means that rather than being the louder more outgoing one, a person likely has stronger listening skills. This is a wonderful skill to have, especially when it comes to forming deep, meaningful relationships.

Relationships of any kind, whether personal or professional, work best when there is balance, so without different personalities, we wouldn't have the beauty of opposites complementing each other. Sometimes the most thoughtful insights come from those who process their thoughts more inwardly, which can even result in better decision-making.

Why is it essential to adapt management strategies to accommodate different personality types?

The saying "different strokes for different folks" is especially true when it comes to adapting management strategies to suit different personality types on different teams. No strategy can ever be one-size-fits-all if you want to have a harmonious, productive work environment that ensures all employees feel understood and valued.

Our best advice is to embrace people's differences, and leverage the strengths of each personality type, rather than focusing on what they lack. Introverts and extroverts bring different qualities to the table, and when different pieces of the puzzle come together, they really do connect to create the big picture.

What is the concept of "servant leadership" and why does it suit introverted leaders?

Now that we've established that introverts can be just as great in leadership positions, it's also important to understand the leadership style they are more likely to have. It's not uncommon for many introverts to have a servant leadership style, where their focus is on serving others before themselves. This tends to be the case as they are known to have valuable assets like being good listeners, more humble, and more focused on the team's needs, rather than their own.

Can introverted employees be successful in leadership roles?

Contrary to the perception of some, introverts are just as capable of handling stressful or challenging situations. Just remember that their approach may be a little different. In fact, introverts tend to excel in listening, building deep relationships, and putting strategic planning into play. Introverts typically like to work independently but are more than capable of stepping up and being the leader their team needs to succeed.

Managing introverts in a meaningful way

Our differences are what make us unique. Introverts and extroverts both present qualities and working styles that contribute to a successful and healthy workplace. Managing introverts is no different than managing anyone else. As always, it takes open communication and understanding. When we push past the misconceptions and embrace the differences, that's when we can all truly excel together in a meaningful way.

From flawed to flawless: 5 steps to leading distributed teams

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

We encourage introverts to act like extroverts instead of acting like their best selves.

Susan Cain, author of Quiet: The Power of Introverts in a World that Can't Stop Talking

We encourage introverts to act like extroverts instead of acting like their best selves.

Susan Cain, author of Quiet: The Power of Introverts in a World that Can't Stop Talking

There's a huge misconception in the business world that you need to be loud, powerful, assertive, sticking your chest out, and grinding to get what you want.

But in fact, quiet employees often are more successful and are considered better leaders.

Why is that?

What are the key characteristics of an introverted employee?

While everyone has their own unique personality traits, there are some key characteristics that more introverted employees share. Introverts tend to work well independently and prefer to do so in a quieter, less stimulating environment that's free from excessive distractions.

Those with introverted personalities may also think and reflect more than others before speaking, and could even feel drained after too much social interaction. Not everyone has the same social battery, and for more introverted people, it definitely takes a little more out of them.

How do the management strategies for introverts differ from those for extroverts?

When it comes to managing introverts in an effective way, it's important to understand what resonates with them, compared to more extroverted employees. As we touched on before, introverts thrive in quieter work environments and tend to feel more comfortable with one-on-one communication rather than in a group setting.

Sometimes, they may take a little longer to process information and respond accordingly and can be more pensive and less reactive in their communication style. These are all things to keep in mind when it comes to managing introverts and developing a management strategy that is inclusive of every team member, their communication style, and their personality types.

What are some common misconceptions about introverted employees?

Nobody wants to judge a book by its cover, but we can't deny that it still happens. When someone is more introverted, we can easily succumb to making judgments about why they seem so quiet. This quiet nature can sometimes be misconstrued as being disengaged, or even uninterested when in reality, they're simply not as forwardly outgoing as others.

This more introverted nature can also lead to employees not being considered leadership material, or perceived as not enjoying or valuing teamwork when in most instances this isn't the case at all. These kinds of misconceptions show us how important it is to learn about each individual, how they work best, communicate best, and what they can bring to the table.

What are some common challenges faced by introverted employees in the workplace?

A loud, bustling workplace environment can be daunting for introverted team members who prefer the solace of a quiet space over the overstimulation of a noisy environment. Their quiet demeanors in these kinds of settings can be misunderstood, and it can sometimes be challenging for them to feel like they fit in amongst their more extroverted colleagues. And as we touched on, their more introverted manners can even lead to them being potentially overlooked for leadership roles that they are actually just as capable of stepping into.

With these misconceptions in mind, let's look at some of the positive attributes our introverted colleagues bring to the workplace:

Introverts are better listeners

Introverts are naturally better listeners, which is great when you're leading a team. Some extroverted leaders, on the other hand, may have the tendency to monopolize conversations without realizing it, leaving little room for their team members to speak. They're generally better with the command-and-control type of management, whereas introverts can be more inclusive.

Introverts are more humble

The best leaders practice what's known as “servant leadership”, which is essentially when you put your employees first and are acting to serve them.

The traits associated with servant leadership, like humility, are found more commonly in introverts.

Introverts are more creative

Quieter employees tend to be more reflective and take their time to analyze what's going on. That reflection tends to make them more creative and helps them make more informed decisions.

Extroverts, on the other hand, can be a bit bolder when it comes to decision-making.

Introverts form deeper connections

Many introverts prefer to build deeper one-on-one connections. They're much more likely to get to know their team members on a more personal level, making employees feel more connected to them.

[ov_cta id="5122382"]

Introverts are more self-aware

Self-awareness is one of the most important things you can have to be an emotionally intelligent leader.

That self-awareness lets them listen attentively, pick up on social cues, process information, and see the bigger picture. And they love the time alone to process that information.

If you haven't seen it already, Susan Cain's TED talk about the power of introverts is definitely worth a watch:

{emphasize}

"As an introvert myself, I often wonder if I'm perceived to be not as good as I actually am.

If I'm a little quiet in a meeting, does that mean I'm in a bad mood? Does it mean I'm not engaged?

Absolutely not.

There are times when I'm in a meeting and I can perceive the people around me noticing that I'm probably losing focus or not into it, but that's simply not true.

I'm just digesting and processing the information."

{emphasize}

Introverts and quiet employees work differently, but managers might be missing out on a huge opportunity by not fully trying to understand them and adapting the way they manage them.

Not only is it important for the success of your business, but it's important for the well-being of your employees and your culture.

{emphasize}Check out our 11-day email course to become a leader that employees look up to and want to work for.{emphasize}

7 Tips to manage quiet employees

As a leader, you'll have to learn how to deal with multiple personality types and adjust your management style accordingly. Here are a few ideas to help you better lead and manage those quiet employees.

1. Don't assume

The first (and best) tip is not to assume anything.

As mentioned earlier, they might be quiet in meetings or at their desks but don't assume that they're in a bad mood or disengaged. They might be processing some information that was just given to them or developing a new idea, and that can make them the more engaged members of your team.

2. Don't just show up at their desks

Chances are, they'll prefer to communicate by email or chat, so try to respect that communication style.

If you just show up at their desks or catch them by surprise, they likely won't give you the answer you're looking for. They need time to process and think about what they want to say. So give them the space and time they need.

3. Use one-on-ones

One-on-one meetings are probably where you're going to get the best feedback from your quieter employees. They'll be comfortable in that calm, quiet environment.

If you can, send them a meeting agenda at least 24 hours in advance to make sure they have some time to gather their thoughts.

4. Don't ask for their opinion on the spot

If there's anything you want their opinion on, it might be a good idea to wait a while before asking them for their thoughts. Again, many introverts need time to process, digest, and formulate their ideas.

Give them time to think and come back to you with their thoughts and opinions collected.

It also might be a good idea to ask for their opinion using their favorite form of communication. For example, you can wait an hour or two and send them an email or chat message and ask for their opinion.

5. Give them a quiet environment

It makes sense that quiet people would like to work in quiet environments.

Try your best to create a quiet environment so that they can work at their best. If the workplace is noisy and there's no way for them to get the quiet they need, you might want to consider letting your introvert team members work remotely.

6. Don't ignore them

It's easy for introverts or quiet employees to go unnoticed, but you need to make a conscious effort to notice them.

For instance, try to avoid words like “outgoing” in job descriptions. You don't want to miss out on introverted people that, as we've seen, can bring valuable contributions to companies.

And remember, Bill Gates, Albert Einstein, Warren Buffett, Steve Wozniak, and Michael Jordan are all introverts!

7. Be mindful of them

Emotional intelligence is truly a key trait to develop as it allows you to better understand the many different employee personality types.

Quiet employees are often perceived as shy, unhappy, or not “into it.” You need to be mindful of how you perceive these employees, adjust your own attitude toward them, and guide your extrovert team members through doing the same.

What benefits can introverted employees bring to a team or organization?

Having an introverted personality often means that rather than being the louder more outgoing one, a person likely has stronger listening skills. This is a wonderful skill to have, especially when it comes to forming deep, meaningful relationships.

Relationships of any kind, whether personal or professional, work best when there is balance, so without different personalities, we wouldn't have the beauty of opposites complementing each other. Sometimes the most thoughtful insights come from those who process their thoughts more inwardly, which can even result in better decision-making.

Why is it essential to adapt management strategies to accommodate different personality types?

The saying "different strokes for different folks" is especially true when it comes to adapting management strategies to suit different personality types on different teams. No strategy can ever be one-size-fits-all if you want to have a harmonious, productive work environment that ensures all employees feel understood and valued.

Our best advice is to embrace people's differences, and leverage the strengths of each personality type, rather than focusing on what they lack. Introverts and extroverts bring different qualities to the table, and when different pieces of the puzzle come together, they really do connect to create the big picture.

What is the concept of "servant leadership" and why does it suit introverted leaders?

Now that we've established that introverts can be just as great in leadership positions, it's also important to understand the leadership style they are more likely to have. It's not uncommon for many introverts to have a servant leadership style, where their focus is on serving others before themselves. This tends to be the case as they are known to have valuable assets like being good listeners, more humble, and more focused on the team's needs, rather than their own.

Can introverted employees be successful in leadership roles?

Contrary to the perception of some, introverts are just as capable of handling stressful or challenging situations. Just remember that their approach may be a little different. In fact, introverts tend to excel in listening, building deep relationships, and putting strategic planning into play. Introverts typically like to work independently but are more than capable of stepping up and being the leader their team needs to succeed.

Managing introverts in a meaningful way

Our differences are what make us unique. Introverts and extroverts both present qualities and working styles that contribute to a successful and healthy workplace. Managing introverts is no different than managing anyone else. As always, it takes open communication and understanding. When we push past the misconceptions and embrace the differences, that's when we can all truly excel together in a meaningful way.

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

Related content

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

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

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

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

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

What is your organization's performance review cadence?

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

 

How would you rate your current performance review process?

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

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

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

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

4 ways to improve your performance management approach

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

1. Create a regular rhythm of feedback

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

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

2. Establish a compelling "why”

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

3. Keep it simple

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

4. Monitor your approach

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

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

Overcoming barriers to continuous feedback

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

Cultural shifts take time

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

Managers need support

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

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

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

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

Prioritizing continuous feedback requires ongoing effort

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

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

How technology can help

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

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

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

Voices from the webinar chat

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

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

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

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

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

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

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

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

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

What is an employee performance review?

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

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

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

Why are employee performance reviews important?

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

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

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

Key elements of an effective performance review

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

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

Frequent review cycles

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

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

Two-way conversations

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

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

Focused on improvements

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

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

Transparent and honest

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

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

Fair and objective review process

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

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

How to prepare for a performance review

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

1. Align on performance evaluation criteria

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

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

2. Gather employee data and examples

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

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

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

3. Use a performance review template

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

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

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

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

4. Prepare a meeting agenda

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

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

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

5. Schedule your performance review meeting

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

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

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

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How to conduct an employee performance review

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

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

1. Set a positive and constructive tone during the review

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

2. Share positive feedback and recognition

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

3. Offer constructive feedback

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

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

4. Give specific examples

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

5. Address performance challenges

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

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

6. Listen actively

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

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

7. Define the next steps

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

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

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

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

What to do after a performance review

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

1. Follow up on the next steps

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

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

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

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

2. Keep the performance conversation going

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

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

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

Effective performance review phrases to use in your next review

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

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

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

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

Use performance management software

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

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

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

Elevate growth, engagement, and success with Officevibe

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

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

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

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

What's New

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

Why It Matters

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

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

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

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

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