Performance Management
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How to run your first meeting with your staff as a new manager

Published on 
July 13, 2023

As the old saying goes, you only get to make a first impression once. That's why as a new manager, your first staff meeting is so important. Chances are employees are feeling curious (or even apprehensive) about having a new supervisor. Your first team meeting offers the perfect opportunity to put people at ease, make a great first impression, and kick things off on the best possible note.

So how exactly do you do that? How do you ensure your introductory meeting with your new team goes off without a hitch and sets you and your people up for success moving forward?

With a bit of preparation, clear objectives, and a flexible meeting agenda, you'll be ready to run your first staff meeting as a new manager like a seasoned pro.

How to prepare for your first staff meeting as a new manager

A critical part of a successful meeting as a new manager is making sure you're well prepared. There are a few things you'll definitely want to do ahead of time to ensure that your first staff meeting is a success and that your new team has the opportunity to get excited about working with you.

Set a clear objective

You can't say a meeting is successful if you don't know what you're trying to accomplish with it. This is why you want to set meeting goals for one-on-ones as well as team meetings. Before your first meeting as a new manager, think about your meeting goals, whether that's breaking the ice with your new team, or talking through your first project.

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Setting meeting goals helps you save time and increase productivity during these moments with your team. Get inspired by our meeting goal examples for every type of meeting!

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Outline important topics to cover

While you don't have to write a script for your meeting, you do want to have a general outline of the topics you'd like to cover.

For example: If your meeting objective is to break the ice with your new team members, you may want to cover topics like your professional background, management style, and leadership philosophy.

Prepare talking points

Once you know what topics you want to cover, you'll also want to prepare a few specific talking points for each topic. Think about what topics will be more suited to a team meeting setting, and which ones might be better covered in one-on-one conversations.

For example: You may want to prepare one or two anecdotes or accomplishments to share with the group, plan an icebreaker exercise, or prepare a meeting check-in activity.

Coordinate team meeting logistics

You want to work out all your meeting details ahead of time. Think about whether you're hosting an in-person or remote meeting, where you'll meet (a physical space or meeting room, or a virtual one), and who needs to be there. Be sure to share those details with your meeting attendees in your calendar invite or as soon as possible.

Ease your new manager nerves

If you're feeling a little nervous or apprehensive about leading your first staff meeting, it's perfectly normal! Doing anything for the first time can be nerve-wracking — and running your initial meeting with your team is no different.

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Tip to handle pre-meeting nerves: Schedule some time in your calendar right before your meeting to put your mind (and nerves) at ease. You can use this moment to go for a walk or do a few deep breathing exercises before your meeting.

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How to run your first team meeting

Once you've done your prep work, the next step in the process is actually running your first team meeting. Here are a few pointers on how to run your first staff meeting that will help you achieve your meeting objective, connect with your team, and lay a solid foundation for a successful and productive team experience.

1. Break the ice with your new team members

This is your new team's first time attending one of your meetings — and, in some cases, may even be their first time meeting you. As mentioned, there may be some curiosity, apprehension, or nerves floating around. Before you dive into your meeting content, take some time to break the ice and put everyone (yourself included!) at ease.

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Icebreaker tip: Start off your meeting with a quick get-to-know-you game or a round of icebreaker questions.

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2. Keep the meeting structure flexible

It's important to have a meeting agenda but you don't need to be so committed to it that you miss an opportunity to have meaningful conversations or interactions with your new team. During your first staff meeting, you definitely want to come prepared with your topics and talking points but also keep things flexible enough to let conversations, questions, or interactions unfold organically.

3. Make it an interactive experience

No one likes to be talked at for an hour straight. Look for ways to involve your team and keep them engaged in the meeting content. This will keep them present during your scheduled time and let them know from the start that you're prioritizing participation and employee engagement.

For example: After you walk your team through your background, you might also go around the room and have each employee introduce themselves and their roles.

4. Keep the meeting a manageable length

It doesn't matter how engaging your first team meeting is, if it goes too long, people are going to have a hard time staying engaged. Try to keep things as concise as possible and aim to keep your total meeting time under an hour. If you have to go longer, make sure to schedule time for breaks.

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Remember: Once you meet with your new team, it's a good idea to meet individually with your team members, too. There are many benefits that come from one-on-one meetings, and keeping that in mind will help you make the best use of each scheduled meeting.

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5. Leave time for employee questions

Your first staff meeting is your first chance to introduce yourself to your new team, but it's also your team's first chance to meet and get to know you. As such, they'll probably have questions, so make sure to leave plenty of time at the end of the meeting for a team Q&A. You'll have the chance to ask all of your own questions during your one-on-one meetings.

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Meeting Q&A tip: Try to see this as an opportunity to get to know your new team's challenges and concerns. You might not have all the answers to their questions, and that's okay! Note them to come back to next time, and make sure to follow up.

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6. Be yourself and show your personality

Part of being an effective manager is connecting on a personal level with your new team. This will make for better communication, stronger trust and respect, and ultimately, better working relationships. Building trust and authentic connections happens when people get to see who you really are. So when you run your first staff meeting, let your personality shine through!

For example: If you're a witty person, crack jokes. If you have a hobby you're passionate about, talk about it. The more “you” you let your employees see, the more quickly you'll connect with them.

7. Have some next steps planned

When you end your meeting, you want everyone to walk away knowing exactly what's expected of them and what comes next. Have a few next steps prepared for after your first staff meeting, and let your employees know what those are. On top of that, you might set a few next steps from whatever comes up during your meeting time.

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Next step ideas: Schedule one-on-one meetings with each new team member, host a training session on new systems and processes, have a brainstorm for planning projects, or book a time to collaboratively create team values and principles.

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A new manager's first team meeting agenda template

Still feeling a little unsure of how to navigate your introduction meeting? Not to worry! Whether you're just getting started with staff meetings, or looking to bring more structure to your scheduled times, meeting templates can help keep you on track. This helps you cover all your agenda items before your team meeting is over.

Here's an example of a first team meeting agenda template to help you visualize the structure of your meeting space, and stay on track when the meeting is actually taking place.

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45-minute first staff meeting agenda

  1. Greet the team, introduce yourself, and ask your new team members to introduce themselves. (5 mins)
  2. Do an icebreaker activity. (5 mins)
  3. Let your team know your expectations as a manager. (10 mins)
  4. Ask about the team's strengths and challenges, their input on what they'd like to see change as you step into a management role, and what they'd like to stay the same. (15 mins)
  5. Give the team the opportunity to ask questions. (10 mins)

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How often should you run staff meetings?

Once you've got your first staff meeting under your belt, the next thing on your agenda is determining the right meeting cadence for your team. In other words, as a new manager, how often should you plan to run staff meetings?

There's no magic count for team meetings. Some teams meet every day, some meet once a week, and some meet once a month. The frequency you'll need to host all-team meetings will depend on your team, your objectives, and the projects you're working on.

  • Scenario #1: Your team has a looming deadline on a project with many moving parts. So you make sure to have daily team meetings for as long as there are several time-sensitive tasks to manage.
  • Scenario #2: You're managing a team of introverts who feel drained after getting all team members together. So you decide to host fewer staff meetings and give everyone more time for focused individual work.

How to manage meeting with your team

When deciding your meeting cadence, it's also important to balance out group sessions with one-on-ones. Depending on the size of your team, what they're working on, and each employee's individual needs, you might opt to run one-on-one meetings more frequently than team meetings, or vice versa. Just make sure that you're making time for both because developing personal relationships with each team member is equally important as creating a positive and healthy team culture.

Generally, you'll want to meet with your team at least weekly or bi-weekly. It's important for you to stay on top of what they're working on, but also to give them dedicated time to raise any challenges they're facing or share their wins. Meeting with your whole team is an opportunity for alignment and connection, maintaining that sense of collective purpose.

FAQ on your first meeting with employees as a new manager

As a new manager, your first meeting with employees sets the tone for your working relationship and establishes the foundation for a successful team dynamic. It's natural to have questions about how to make this initial meeting meaningful and effective.

In this FAQ section, we've compiled answers to common queries you may have about your first meeting with employees.

By following these tips, you'll be well-prepared to navigate this important milestone and build a positive rapport with your team members. And remember, these tips are just as good for any other future meetings (not just the first ones!).

What should I include in the agenda for my first meeting with employees as a new manager?

In your first team meeting with employees as a new manager, it's important to have a well-planned agenda. Start with a warm welcome and introductions, followed by sharing a bit about your background and experience. Discuss the team's purpose and goals, establish expectations and responsibilities, and provide time for questions and open discussion.

How can I effectively introduce myself and establish a positive relationship with my employees during the first meeting?

To establish a positive relationship with your team members, be approachable and friendly. Show genuine interest in their work and contributions, and actively listen to what they have to say. Share your leadership philosophy and values to give them an idea of your approach. Express your commitment to supporting the team's success and creating a positive work environment.

What strategies can I use to make employees feel comfortable and engaged during the first meeting?

Making team members feel comfortable and engaged during the first team meeting is crucial. Create a welcoming and inclusive environment where everyone feels valued. Encourage team members to participate and be actively involved by using icebreaker activities or team-building exercises. Acknowledge and appreciate their contributions, and be transparent and honest in your communication.

How should I address any concerns or anxieties that employees may have during the first meeting?

Addressing any concerns or anxieties team members may have is important to foster a positive atmosphere. Encourage open discussion and questions, and respond to their feedback with transparency and honesty. Acknowledge their concerns and empathize with their feelings. Offer reassurance and support, and make a commitment to address their concerns in future meetings.

What are some key communication techniques I should employ to ensure a successful first meeting with employees?

Communication is key to running a successful first team meeting. Use clear and concise language to convey your message effectively. Maintain eye contact and positive body language to show your attentiveness and interest. Practice active listening and ask follow-up questions to ensure understanding. Provide context and examples to enhance understanding, and consider using visual aids or presentations to convey information effectively.

How can I set clear expectations and goals for employees during the first meeting as a new manager?

As a new manager, it's important to set clear expectations and goals for your employees during your first meeting. Effectively communicate your performance expectations, encompassing both individual responsibilities and contributions to overall team goals, in a clear and concise manner. Collaborate with each employee to establish measurable goals that align with their skills and aspirations. Follow up on goal progression and provide consistent support as this will lay the foundation for a successful and high-performing team.

What steps can I take to encourage open dialogue and active participation from employees in the first meeting?

Encouraging open dialogue and active participation during meetings creates an inclusive and collaborative environment. Create a safe space for open discussion, ask open-ended questions to encourage input, and value diverse perspectives and ideas. Encourage team members to share their thoughts and opinions, and recognize and appreciate their contributions during the meeting.

How do I handle any conflicts or disagreements that arise during the first meeting with employees?

If conflicts or disagreements arise during the first meeting, handle these difficult conversations with empathy. Listen to all parties involved in a respectful manner and seek to understand the root cause of the conflict. Facilitate a constructive dialogue to find common ground and encourage compromise. If needed, follow up with individuals privately to address any lingering concerns with all parties involved in a respectful manner.

Should I discuss individual performance or address any performance issues during the first meeting as a new manager?

During the first team meeting, especially with new team members, it's best that you set expectations and goals rather than address individual performance issues. If there are immediate performance concerns, address them privately. Express your commitment to providing regular feedback and support for employee growth. Drive home the importance of open communication regarding performance throughout the meeting.

What follow-up actions should I take after the first meeting with new team members to maintain communication and address any outstanding concerns or questions?

After the first team meeting, always follow up to maintain communication and address any outstanding concerns or questions. Send a follow-up email summarizing the key points discussed and any successive action items. Schedule regular team meetings to keep communication channels open. Encourage employees to approach you with any concerns or questions they may have. Conduct one-on-one meetings to address individual needs or concerns, and seek feedback from team members on the meeting and their overall experience.

Your first meeting with employees as a new manager is the best opportunity to create a positive working relationship and collaborative work environment. It's vital to embrace this opportunity to connect with your team members, understand their perspectives, and inspire them to achieve shared goals. Plus, this will have a huge (positive) impact on team culture!

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

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As the old saying goes, you only get to make a first impression once. That's why as a new manager, your first staff meeting is so important. Chances are employees are feeling curious (or even apprehensive) about having a new supervisor. Your first team meeting offers the perfect opportunity to put people at ease, make a great first impression, and kick things off on the best possible note.

So how exactly do you do that? How do you ensure your introductory meeting with your new team goes off without a hitch and sets you and your people up for success moving forward?

With a bit of preparation, clear objectives, and a flexible meeting agenda, you'll be ready to run your first staff meeting as a new manager like a seasoned pro.

How to prepare for your first staff meeting as a new manager

A critical part of a successful meeting as a new manager is making sure you're well prepared. There are a few things you'll definitely want to do ahead of time to ensure that your first staff meeting is a success and that your new team has the opportunity to get excited about working with you.

Set a clear objective

You can't say a meeting is successful if you don't know what you're trying to accomplish with it. This is why you want to set meeting goals for one-on-ones as well as team meetings. Before your first meeting as a new manager, think about your meeting goals, whether that's breaking the ice with your new team, or talking through your first project.

{emphasize}

Setting meeting goals helps you save time and increase productivity during these moments with your team. Get inspired by our meeting goal examples for every type of meeting!

{emphasize}

Outline important topics to cover

While you don't have to write a script for your meeting, you do want to have a general outline of the topics you'd like to cover.

For example: If your meeting objective is to break the ice with your new team members, you may want to cover topics like your professional background, management style, and leadership philosophy.

Prepare talking points

Once you know what topics you want to cover, you'll also want to prepare a few specific talking points for each topic. Think about what topics will be more suited to a team meeting setting, and which ones might be better covered in one-on-one conversations.

For example: You may want to prepare one or two anecdotes or accomplishments to share with the group, plan an icebreaker exercise, or prepare a meeting check-in activity.

Coordinate team meeting logistics

You want to work out all your meeting details ahead of time. Think about whether you're hosting an in-person or remote meeting, where you'll meet (a physical space or meeting room, or a virtual one), and who needs to be there. Be sure to share those details with your meeting attendees in your calendar invite or as soon as possible.

Ease your new manager nerves

If you're feeling a little nervous or apprehensive about leading your first staff meeting, it's perfectly normal! Doing anything for the first time can be nerve-wracking — and running your initial meeting with your team is no different.

{emphasize}

Tip to handle pre-meeting nerves: Schedule some time in your calendar right before your meeting to put your mind (and nerves) at ease. You can use this moment to go for a walk or do a few deep breathing exercises before your meeting.

{emphasize}

How to run your first team meeting

Once you've done your prep work, the next step in the process is actually running your first team meeting. Here are a few pointers on how to run your first staff meeting that will help you achieve your meeting objective, connect with your team, and lay a solid foundation for a successful and productive team experience.

1. Break the ice with your new team members

This is your new team's first time attending one of your meetings — and, in some cases, may even be their first time meeting you. As mentioned, there may be some curiosity, apprehension, or nerves floating around. Before you dive into your meeting content, take some time to break the ice and put everyone (yourself included!) at ease.

{emphasize}

Icebreaker tip: Start off your meeting with a quick get-to-know-you game or a round of icebreaker questions.

{emphasize}

2. Keep the meeting structure flexible

It's important to have a meeting agenda but you don't need to be so committed to it that you miss an opportunity to have meaningful conversations or interactions with your new team. During your first staff meeting, you definitely want to come prepared with your topics and talking points but also keep things flexible enough to let conversations, questions, or interactions unfold organically.

3. Make it an interactive experience

No one likes to be talked at for an hour straight. Look for ways to involve your team and keep them engaged in the meeting content. This will keep them present during your scheduled time and let them know from the start that you're prioritizing participation and employee engagement.

For example: After you walk your team through your background, you might also go around the room and have each employee introduce themselves and their roles.

4. Keep the meeting a manageable length

It doesn't matter how engaging your first team meeting is, if it goes too long, people are going to have a hard time staying engaged. Try to keep things as concise as possible and aim to keep your total meeting time under an hour. If you have to go longer, make sure to schedule time for breaks.

{emphasize}

Remember: Once you meet with your new team, it's a good idea to meet individually with your team members, too. There are many benefits that come from one-on-one meetings, and keeping that in mind will help you make the best use of each scheduled meeting.

{emphasize}

5. Leave time for employee questions

Your first staff meeting is your first chance to introduce yourself to your new team, but it's also your team's first chance to meet and get to know you. As such, they'll probably have questions, so make sure to leave plenty of time at the end of the meeting for a team Q&A. You'll have the chance to ask all of your own questions during your one-on-one meetings.

{emphasize}

Meeting Q&A tip: Try to see this as an opportunity to get to know your new team's challenges and concerns. You might not have all the answers to their questions, and that's okay! Note them to come back to next time, and make sure to follow up.

{emphasize}

6. Be yourself and show your personality

Part of being an effective manager is connecting on a personal level with your new team. This will make for better communication, stronger trust and respect, and ultimately, better working relationships. Building trust and authentic connections happens when people get to see who you really are. So when you run your first staff meeting, let your personality shine through!

For example: If you're a witty person, crack jokes. If you have a hobby you're passionate about, talk about it. The more “you” you let your employees see, the more quickly you'll connect with them.

7. Have some next steps planned

When you end your meeting, you want everyone to walk away knowing exactly what's expected of them and what comes next. Have a few next steps prepared for after your first staff meeting, and let your employees know what those are. On top of that, you might set a few next steps from whatever comes up during your meeting time.

{emphasize}

Next step ideas: Schedule one-on-one meetings with each new team member, host a training session on new systems and processes, have a brainstorm for planning projects, or book a time to collaboratively create team values and principles.

{emphasize}

A new manager's first team meeting agenda template

Still feeling a little unsure of how to navigate your introduction meeting? Not to worry! Whether you're just getting started with staff meetings, or looking to bring more structure to your scheduled times, meeting templates can help keep you on track. This helps you cover all your agenda items before your team meeting is over.

Here's an example of a first team meeting agenda template to help you visualize the structure of your meeting space, and stay on track when the meeting is actually taking place.

{emphasize}

45-minute first staff meeting agenda

  1. Greet the team, introduce yourself, and ask your new team members to introduce themselves. (5 mins)
  2. Do an icebreaker activity. (5 mins)
  3. Let your team know your expectations as a manager. (10 mins)
  4. Ask about the team's strengths and challenges, their input on what they'd like to see change as you step into a management role, and what they'd like to stay the same. (15 mins)
  5. Give the team the opportunity to ask questions. (10 mins)

{emphasize}

How often should you run staff meetings?

Once you've got your first staff meeting under your belt, the next thing on your agenda is determining the right meeting cadence for your team. In other words, as a new manager, how often should you plan to run staff meetings?

There's no magic count for team meetings. Some teams meet every day, some meet once a week, and some meet once a month. The frequency you'll need to host all-team meetings will depend on your team, your objectives, and the projects you're working on.

  • Scenario #1: Your team has a looming deadline on a project with many moving parts. So you make sure to have daily team meetings for as long as there are several time-sensitive tasks to manage.
  • Scenario #2: You're managing a team of introverts who feel drained after getting all team members together. So you decide to host fewer staff meetings and give everyone more time for focused individual work.

How to manage meeting with your team

When deciding your meeting cadence, it's also important to balance out group sessions with one-on-ones. Depending on the size of your team, what they're working on, and each employee's individual needs, you might opt to run one-on-one meetings more frequently than team meetings, or vice versa. Just make sure that you're making time for both because developing personal relationships with each team member is equally important as creating a positive and healthy team culture.

Generally, you'll want to meet with your team at least weekly or bi-weekly. It's important for you to stay on top of what they're working on, but also to give them dedicated time to raise any challenges they're facing or share their wins. Meeting with your whole team is an opportunity for alignment and connection, maintaining that sense of collective purpose.

FAQ on your first meeting with employees as a new manager

As a new manager, your first meeting with employees sets the tone for your working relationship and establishes the foundation for a successful team dynamic. It's natural to have questions about how to make this initial meeting meaningful and effective.

In this FAQ section, we've compiled answers to common queries you may have about your first meeting with employees.

By following these tips, you'll be well-prepared to navigate this important milestone and build a positive rapport with your team members. And remember, these tips are just as good for any other future meetings (not just the first ones!).

What should I include in the agenda for my first meeting with employees as a new manager?

In your first team meeting with employees as a new manager, it's important to have a well-planned agenda. Start with a warm welcome and introductions, followed by sharing a bit about your background and experience. Discuss the team's purpose and goals, establish expectations and responsibilities, and provide time for questions and open discussion.

How can I effectively introduce myself and establish a positive relationship with my employees during the first meeting?

To establish a positive relationship with your team members, be approachable and friendly. Show genuine interest in their work and contributions, and actively listen to what they have to say. Share your leadership philosophy and values to give them an idea of your approach. Express your commitment to supporting the team's success and creating a positive work environment.

What strategies can I use to make employees feel comfortable and engaged during the first meeting?

Making team members feel comfortable and engaged during the first team meeting is crucial. Create a welcoming and inclusive environment where everyone feels valued. Encourage team members to participate and be actively involved by using icebreaker activities or team-building exercises. Acknowledge and appreciate their contributions, and be transparent and honest in your communication.

How should I address any concerns or anxieties that employees may have during the first meeting?

Addressing any concerns or anxieties team members may have is important to foster a positive atmosphere. Encourage open discussion and questions, and respond to their feedback with transparency and honesty. Acknowledge their concerns and empathize with their feelings. Offer reassurance and support, and make a commitment to address their concerns in future meetings.

What are some key communication techniques I should employ to ensure a successful first meeting with employees?

Communication is key to running a successful first team meeting. Use clear and concise language to convey your message effectively. Maintain eye contact and positive body language to show your attentiveness and interest. Practice active listening and ask follow-up questions to ensure understanding. Provide context and examples to enhance understanding, and consider using visual aids or presentations to convey information effectively.

How can I set clear expectations and goals for employees during the first meeting as a new manager?

As a new manager, it's important to set clear expectations and goals for your employees during your first meeting. Effectively communicate your performance expectations, encompassing both individual responsibilities and contributions to overall team goals, in a clear and concise manner. Collaborate with each employee to establish measurable goals that align with their skills and aspirations. Follow up on goal progression and provide consistent support as this will lay the foundation for a successful and high-performing team.

What steps can I take to encourage open dialogue and active participation from employees in the first meeting?

Encouraging open dialogue and active participation during meetings creates an inclusive and collaborative environment. Create a safe space for open discussion, ask open-ended questions to encourage input, and value diverse perspectives and ideas. Encourage team members to share their thoughts and opinions, and recognize and appreciate their contributions during the meeting.

How do I handle any conflicts or disagreements that arise during the first meeting with employees?

If conflicts or disagreements arise during the first meeting, handle these difficult conversations with empathy. Listen to all parties involved in a respectful manner and seek to understand the root cause of the conflict. Facilitate a constructive dialogue to find common ground and encourage compromise. If needed, follow up with individuals privately to address any lingering concerns with all parties involved in a respectful manner.

Should I discuss individual performance or address any performance issues during the first meeting as a new manager?

During the first team meeting, especially with new team members, it's best that you set expectations and goals rather than address individual performance issues. If there are immediate performance concerns, address them privately. Express your commitment to providing regular feedback and support for employee growth. Drive home the importance of open communication regarding performance throughout the meeting.

What follow-up actions should I take after the first meeting with new team members to maintain communication and address any outstanding concerns or questions?

After the first team meeting, always follow up to maintain communication and address any outstanding concerns or questions. Send a follow-up email summarizing the key points discussed and any successive action items. Schedule regular team meetings to keep communication channels open. Encourage employees to approach you with any concerns or questions they may have. Conduct one-on-one meetings to address individual needs or concerns, and seek feedback from team members on the meeting and their overall experience.

Your first meeting with employees as a new manager is the best opportunity to create a positive working relationship and collaborative work environment. It's vital to embrace this opportunity to connect with your team members, understand their perspectives, and inspire them to achieve shared goals. Plus, this will have a huge (positive) impact on team culture!

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

Related content

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

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

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

Here is everything you need to conduct successful employee performance reviews

What is an employee performance review?

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

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

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

Why are employee performance reviews important?

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

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

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

Key elements of an effective performance review

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

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

Frequent review cycles

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

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

Two-way conversations

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

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

Focused on improvements

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

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

Transparent and honest

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

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

Fair and objective review process

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

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

How to prepare for a performance review

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

1. Align on performance evaluation criteria

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

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

2. Gather employee data and examples

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

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

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

3. Use a performance review template

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

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

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

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

4. Prepare a meeting agenda

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

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

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

5. Schedule your performance review meeting

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

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

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

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How to conduct an employee performance review

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

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

1. Set a positive and constructive tone during the review

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

2. Share positive feedback and recognition

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

3. Offer constructive feedback

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

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

4. Give specific examples

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

5. Address performance challenges

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

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

6. Listen actively

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

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

7. Define the next steps

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

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

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

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

What to do after a performance review

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

1. Follow up on the next steps

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

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

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

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

2. Keep the performance conversation going

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

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

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

Effective performance review phrases to use in your next review

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

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

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

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

Use performance management software

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

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

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

Elevate growth, engagement, and success with Officevibe

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

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

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

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

What's New

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

Why It Matters

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

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

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

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

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

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

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

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

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

Refreshingly simple employee experience software  

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

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

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

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

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

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

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

Understand your people. Make them feel heard.  

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

Continuous employee listening involves:   

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

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

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

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

How Workleap helps amplify your listening skills   

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

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

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

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

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

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

Connect teams and drive performance 

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

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

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

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

How Workleap helps you connect and drive performance 

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

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

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

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

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

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

Foster continuous learning and development  

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

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

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

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

How Workleap helps you develop talent at scale  

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

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

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

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

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

All you need to build impactful employee experiences 

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

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

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