Employee Engagement
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50 Useful one-on-one meeting questions

Published on 
July 7, 2022

When it comes to touching base with employees, keeping track of their workload and deliverables, and just checking in on a personal level, one-on-one meeting questions are the way to go. While one-on-one meetings are a great time to ask your direct reports any important questions you have for them, they also serve as a great time to address any questions your direct reports might have for you.

As a manager, you have a long to-do list and many moving parts to keep track of. As a result, you might not always have the time to craft the perfect questions for your one-on-one meetings. Sometimes, it can be challenging to know what one-on-one meeting questions to ask managers and employees or what you should be discussing with your team members.

We get it. So to help you get enough feedback (and valuable insights!) we’ve put together a handy list to keep you on track, dividing them by subject. Because, after all, if you’re not asking the right questions, you might not be reaping all the benefits of one-on-ones.

Use the following questions to efficiently set discussion points in your next one-on-one meeting agenda so that you can focus on your employees’ answers, and the next steps that come from these meaningful conversations.

How to structure one-on-one meetings

Before even jumping into one-on-ones, it’s important to brush up on how to structure them appropriately. While the conversations should always feel natural, preparing for them will help you feel confident in your approach and can even help improve communication and build trust over time.

Whether you want to talk about professional development opportunities, company culture, or anything in between, a one-on-one meeting template can help you get started and master your one-on-one conversation!

The great thing about a template is that it still allows you to stay true to your management style and put your personal touch on it. Managers and employees alike will benefit from proper preparation and structure.

While different types of meetings call for different structures, the goal is to cover the right talking points and follow up on action items. For example, a classic one-on-one meeting generally follows these steps:

1. Informal check-in (5 minutes)

2. Recent work recap (10 minutes)

3. Upcoming work preparation (10 minutes)

4. Wrap-up and set action items (10 minutes)

A goal-setting meeting will follow a different structure, with some preparation ahead of time:

1. Employee self-reflection (before your one-on-one meeting)

2. Setting individual employee goals (during your one-on-one meeting)

3. Establish smaller action items (wrapping up your one-on-one meeting)


Now let’s jump into the questions, shall we?

50 One-on-one meeting questions

Now that we’ve explored the structure of one-on-one meetings, let’s walk through the kinds of questions you can ask in each situation. From general check-ins and career development meetings to personal or difficult conversations, we’ve got you covered.

Come prepared with appropriate questions for the meeting in order to cover everything on the agenda and maintain a great flow.

Questions to check in with employees

Whether it’s your first one-on-one with an employee or you’ve been having regular sessions for a long time, it’s always good to have a check-in meeting. Open up your next regular one-on-one conversation with a meeting question from the list below.

These questions will help you understand what’s on your team member’s mind, so you can direct the conversation from there during your check-in:

  • Can you tell me about what you’ve been working on and how it’s going?
  • What’s been on your mind concerning work these last two weeks?
  • Can you share a recent example of a work situation where you thrived? What were the key components that led to your success?

{emphasize}

💡 Did you know? Open and honest communication between managers and employees can have a huge impact on employee motivation, satisfaction, and even productivity. So having one-on-ones regularly can even help with employee retention. In fact, a recent study showed that high employee engagement actually results in 18% more productivity (Gallup).

{emphasize}

Plan, track, follow-up on your one-on-ones

Other managers themselves are often some of the best people to ask for tips on having better one-on-one conversations.

Questions about personal life

While chatting about career goals and offering constructive criticism is an important part of one-on-ones, it’s also important to show an interest in their personal life. How employees feel in the day-to-day is often a reflection of what’s going on outside of the workplace.

Not only does tapping into this help build a better relationship, it also plays a big role in building trust. At the end of the day, we are all human. It’s important for everyone to be able to talk about the challenges they are facing, as well as the non-work highlights they would love to share.

At the same time, it's also important to maintain the balance between being personal and remaining professional. While it's necessary to show that you care, it's also important to ensure and respect privacy.


To help you navigate this, here are some questions to ask when you want to check in with your employees on a personal level, without being invasive.

  • How are you doing, and how is life outside of work lately?
  • How do you feel your work/life balance is right now?
  • Is there something you enjoy doing in your free time that you feel you haven’t had time for lately?
  • Is there something you wish you could change about work that would positively impact your personal life? What would that be?

{emphasize}

Pro tip: Be specific whenever you can. If they have children, ask their names and be sure to check-in and ask questions about them. If there has recently been a holiday or a life event, ask about that too.

Showing an interest, remembering little personal details, and having these relatable conversations can make a world of difference in an employee’s day.

{emphasize}

Questions about employee engagement and motivation

So many factors that contribute to employee engagement and motivation, so tapping into what those are is key. After all, a successful business runs on employees who are driven and content in their role and career progression.

Sometimes the biggest challenge managers face is making sure their team stays motivated and kicking ass, so these meeting questions are designed to find out what they’re enjoying, what they’re not, and how you can address the challenges they face:

  • Are you excited about what you’re currently working on?
  • What motivates you to come to work?
  • How do you feel about our upcoming projects?
  • Do you sometimes feel bored or unchallenged at work? If so, how can we make your day-to-day more motivating?

Questions about employee performance

Success is a two-way street. Employees perform better when the company succeeds in listening to their needs and responding in a way that enables them to hit their goals. Performance management helps with professional growth, which in turn contributes to company success.

Here are some questions to ask to ensure you’re receiving feedback that can help boost employee performance:

  • What skills or behaviors do you demonstrate at work that are a win-win for you and for your team or company?
  • Do you ever have to work on more than one task at a time? If so, how could your duties and your responsibilities be reorganized so that you avoid having to multitask?
  • In your judgment, what does our company value or expect from you regarding your performance? Have you had the opportunity to satisfy these expectations or actualize these values in your work?
  • In your judgment, is the method for evaluating and awarding one’s job performance justified and fair?

{emphasize}

Pro tip: Have performance review meetings with new hires after their first 30 days, 60 days, and 90 days to set the tone for future performance discussions.

{emphasize}

One-on-one questions about team alignment

Staying aligned takes some finessing, but finding the right balance is always possible when done right. Having your team aligned can help improve performance and increase employee satisfaction (win-win!).

Deep dive into these questions to assess what’s working, and what can be done to increase alignment:

  • Do your colleagues know when they can interrupt you? If not, how could you communicate this to them without it undermining your ability to collaborate?
  • Are there things happening on the team that make it difficult to collaborate?
  • Do you feel the team has sufficient resources (IT, human, budgetary, material, or other) to achieve our shared team goals?
  • If there was one thing you could see our team or company accomplish, what would it be? What would help you or your team to achieve it? What do you think might get in the way?

{emphasize}

Pro tip: Officevibe is the ultimate tool for getting everyone to focus in the same direction. 

{emphasize}

Questions about professional development

When it comes to professional development, everyone has their own career aspirations. From learning new skills to building long-term goals, growth is subjective. That’s why it’s essential to find out what matters to each employee, the direction they want to take, and the career goals they have.

HR leaders and managers alike can benefit from having these career conversations in order to help each individual grow.

Ask these professional development questions in your next one-on-one:

  • Do you feel like you’re making progress in your role?
  • Do you feel challenged at work? Are you learning new things?
  • What is something we could do to help you achieve your short and long-term goals?
  • Do you feel we’re helping you advance your career at the pace you want?
  • Are there any events you’d like to attend or training you’d like to have to help you develop your skills?

{emphasize}

💡 Did you know? 1 in 3 employees say they don’t have someone at work who helps them grow and develop (Officevibe Pulse Survey data). 

{emphasize}

A workplace mentor can be a great way to help further an employee’s professional development. Get tips on how to mentor an employee.

One-on-one questions about employee challenges

No role comes without its share of challenges. Whether it's learning how to manage distractions (at the office or while working remotely!), day-to-day problems with communication, or even an issue with the company culture, employees should always be encouraged to speak up.

Remedying these issues and blockers will help improve employee satisfaction and performance. Even if past managers haven’t taken the time to take employees’ grievances into consideration, you certainly can!

Here are some useful questions to ask in your future meetings (on-site and with remote teams):

  • What elements of your work environment cause the most frequent interruptions to your productivity and how could you remedy this problem?
  • In your judgment, is your workload reasonable? If it isn’t, can you suggest solutions that we could implement together to address the problem?
  • What are the best ways for you to communicate with me when you find you lack resources whether IT, human, budgetary, material, or others?
  • What are the best ways for you to communicate with me when your role and your responsibilities at work aren’t clear to you?

{emphasize}

💡 Did you know? Remote workers face a number of challenges that aren’t necessarily faced in the office. Since a recent study has stated that a quarter of working hours will continue to be worked remotely (BNN Bloomberg), it’s important to ensure that remote employees’ challenges will continue to be addressed. 

{emphasize}

Check out 6 proven solutions to common distributed teams challenges.

Ask questions about recognition preferences

Being recognized for your work is a huge motivational force for employees. But how they receive positive feedback can differ. Checking in to ask about the method and frequency is a great way to keep employees on track with their accomplishments and recognized in the way they want.

Ask these questions when checking in during your one-on-ones:

  • In what context would you prefer the good work you’ve done to be underscored?
  • What kind of employee recognition would have the most positive impact on you? Do you prefer voiced appreciation of your input during team meetings, positive feedback from me in one-on-one meetings, team activities that highlight the success of a given project, or something else?
  • Do you make an effort to recognize your peers’ work and accomplishments?
  • Is there something we could do as a team to improve recognition?

Employee feedback and communication questions

Similarly to recognition preferences, it’s also important to ask your employees how they like to receive feedback in general. Some employees take well to receiving feedback and constructive criticism, while other employees require a different approach. Getting to know what works and what doesn’t is key.

Here are some straightforward meeting questions you can ask each individual:

  • How do you prefer to receive feedback?
  • Is there a piece of constructive feedback that you received recently that was particularly helpful? Why?
  • Do you feel comfortable offering your colleagues feedback on the work you collaborate on?
  • Is there anything I could give you feedback on right now, or any feedback you might have for me?

{emphasize}

Pro tip: Check out our employee feedback guide for managers and find out how to give constructive feedback that helps your team.

{emphasize}

One-on-one meeting questions about career goals

Setting career goals helps to keep employees on track and focused on where they want to be in both the short term and the long term. But it’s a manager’s role to help them determine what those are, and how to stay on track when trying to achieve them.

Asking the right one-on-one meeting questions is a great place to start:

  • Do you need to have a clearer picture of how your individual career goals allow us to attain our goals as a team or a company?
  • Do you need my help identifying which actions could help you achieve your long-term goals?
  • As things stand, do you think you will be able to achieve your goal?
  • Do you think that we should work together to revise your goal, or set new ones?

Setting employee goals can be tough. In Officevibe, you can set individual goals collaboratively with employees, and connect them with your team’s collective goals. From there, you can set smaller action items at every one-on-one meeting, so your team members are set up for success to achieve.

Ask questions about employee work-life balance, wellness, and stress.

Just like the importance of asking questions about an employee’s personal life, checking in on their work-life balance is also crucial. Now more than ever there is a focus on managing stress and taking care of mental health.

Be sure to ask the right questions to let your team know you are listening and that you support a healthy balance:

  • How are you prioritizing work-life balance?
  • Do you feel comfortable taking breaks, time off, and making use of flexible work policies?
  • Can you give me concrete examples of stressful situations you experience at work?
  • In your judgment, what’s causing the stress? Is it a sense that you lack control, a feeling that you aren’t proficient, or difficulties dealing with unpredictable or new aspects of your job?
  • Are you able to ask colleagues with more experience than yourself for help, support, or input when it comes to managing stressful situations?
  • What do I do as a manager already, and need to continue to do, to support our team’s physical and mental well-being?

{emphasize}

Pro tip: Checking in on your employees’ mental health can be a sensitive thing to handle, but it is a necessary one. A mental health template can be a great guide in helping you navigate through asking the right questions.

{emphasize}

Questions to wrap up and set next steps

From career development to an employee’s wellbeing, every issue is worth diligently following up on. Personal productivity questions are just as important as work culture questions, so these open-ended options can cater to everything and anything that may be on an employee's mind during your meetings.

  • What’s one thing you’ll put into place in the next week or two based on our conversation?
  • Is there a specific talking point we should circle back to in our next meeting?
  • Before we wrap up, can you think of anything I could do to help you out?

If agreeing to the next steps is important, tracking them is even more so. Officevibe lets you assign every action item (to your team member or yourself!) at the end of each meeting. Then, it sends you an email on Mondays to remind you of your commitments.

Action items automatically carry over to your next one-on-one agenda on the platform, so you never lose track of what you both said you’d do.

One-on-one meeting best practices

Now that you’ve navigated your way through each section of questions addressing topics like career growth, growing more soft skills, challenges while working remotely, and so much more, it’s a great time to check out the ultimate one-on-one meetings guide for more ideas to get you fully prepared for your upcoming meetings.

It’s got all the best practices, top tips, and insider knowledge you need in your toolbelt as a manager.

Get well equipped

You’re a great manager, and these questions will help you have great conversations with every direct report on your team. Whether it’s discussing goals, having a difficult conversation, getting a status update, or checking in on wellbeing, with Officevibe you’re well-equipped to cover any talking point needed.

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

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

When it comes to touching base with employees, keeping track of their workload and deliverables, and just checking in on a personal level, one-on-one meeting questions are the way to go. While one-on-one meetings are a great time to ask your direct reports any important questions you have for them, they also serve as a great time to address any questions your direct reports might have for you.

As a manager, you have a long to-do list and many moving parts to keep track of. As a result, you might not always have the time to craft the perfect questions for your one-on-one meetings. Sometimes, it can be challenging to know what one-on-one meeting questions to ask managers and employees or what you should be discussing with your team members.

We get it. So to help you get enough feedback (and valuable insights!) we’ve put together a handy list to keep you on track, dividing them by subject. Because, after all, if you’re not asking the right questions, you might not be reaping all the benefits of one-on-ones.

Use the following questions to efficiently set discussion points in your next one-on-one meeting agenda so that you can focus on your employees’ answers, and the next steps that come from these meaningful conversations.

How to structure one-on-one meetings

Before even jumping into one-on-ones, it’s important to brush up on how to structure them appropriately. While the conversations should always feel natural, preparing for them will help you feel confident in your approach and can even help improve communication and build trust over time.

Whether you want to talk about professional development opportunities, company culture, or anything in between, a one-on-one meeting template can help you get started and master your one-on-one conversation!

The great thing about a template is that it still allows you to stay true to your management style and put your personal touch on it. Managers and employees alike will benefit from proper preparation and structure.

While different types of meetings call for different structures, the goal is to cover the right talking points and follow up on action items. For example, a classic one-on-one meeting generally follows these steps:

1. Informal check-in (5 minutes)

2. Recent work recap (10 minutes)

3. Upcoming work preparation (10 minutes)

4. Wrap-up and set action items (10 minutes)

A goal-setting meeting will follow a different structure, with some preparation ahead of time:

1. Employee self-reflection (before your one-on-one meeting)

2. Setting individual employee goals (during your one-on-one meeting)

3. Establish smaller action items (wrapping up your one-on-one meeting)


Now let’s jump into the questions, shall we?

50 One-on-one meeting questions

Now that we’ve explored the structure of one-on-one meetings, let’s walk through the kinds of questions you can ask in each situation. From general check-ins and career development meetings to personal or difficult conversations, we’ve got you covered.

Come prepared with appropriate questions for the meeting in order to cover everything on the agenda and maintain a great flow.

Questions to check in with employees

Whether it’s your first one-on-one with an employee or you’ve been having regular sessions for a long time, it’s always good to have a check-in meeting. Open up your next regular one-on-one conversation with a meeting question from the list below.

These questions will help you understand what’s on your team member’s mind, so you can direct the conversation from there during your check-in:

  • Can you tell me about what you’ve been working on and how it’s going?
  • What’s been on your mind concerning work these last two weeks?
  • Can you share a recent example of a work situation where you thrived? What were the key components that led to your success?

{emphasize}

💡 Did you know? Open and honest communication between managers and employees can have a huge impact on employee motivation, satisfaction, and even productivity. So having one-on-ones regularly can even help with employee retention. In fact, a recent study showed that high employee engagement actually results in 18% more productivity (Gallup).

{emphasize}

Plan, track, follow-up on your one-on-ones

Other managers themselves are often some of the best people to ask for tips on having better one-on-one conversations.

Questions about personal life

While chatting about career goals and offering constructive criticism is an important part of one-on-ones, it’s also important to show an interest in their personal life. How employees feel in the day-to-day is often a reflection of what’s going on outside of the workplace.

Not only does tapping into this help build a better relationship, it also plays a big role in building trust. At the end of the day, we are all human. It’s important for everyone to be able to talk about the challenges they are facing, as well as the non-work highlights they would love to share.

At the same time, it's also important to maintain the balance between being personal and remaining professional. While it's necessary to show that you care, it's also important to ensure and respect privacy.


To help you navigate this, here are some questions to ask when you want to check in with your employees on a personal level, without being invasive.

  • How are you doing, and how is life outside of work lately?
  • How do you feel your work/life balance is right now?
  • Is there something you enjoy doing in your free time that you feel you haven’t had time for lately?
  • Is there something you wish you could change about work that would positively impact your personal life? What would that be?

{emphasize}

Pro tip: Be specific whenever you can. If they have children, ask their names and be sure to check-in and ask questions about them. If there has recently been a holiday or a life event, ask about that too.

Showing an interest, remembering little personal details, and having these relatable conversations can make a world of difference in an employee’s day.

{emphasize}

Questions about employee engagement and motivation

So many factors that contribute to employee engagement and motivation, so tapping into what those are is key. After all, a successful business runs on employees who are driven and content in their role and career progression.

Sometimes the biggest challenge managers face is making sure their team stays motivated and kicking ass, so these meeting questions are designed to find out what they’re enjoying, what they’re not, and how you can address the challenges they face:

  • Are you excited about what you’re currently working on?
  • What motivates you to come to work?
  • How do you feel about our upcoming projects?
  • Do you sometimes feel bored or unchallenged at work? If so, how can we make your day-to-day more motivating?

Questions about employee performance

Success is a two-way street. Employees perform better when the company succeeds in listening to their needs and responding in a way that enables them to hit their goals. Performance management helps with professional growth, which in turn contributes to company success.

Here are some questions to ask to ensure you’re receiving feedback that can help boost employee performance:

  • What skills or behaviors do you demonstrate at work that are a win-win for you and for your team or company?
  • Do you ever have to work on more than one task at a time? If so, how could your duties and your responsibilities be reorganized so that you avoid having to multitask?
  • In your judgment, what does our company value or expect from you regarding your performance? Have you had the opportunity to satisfy these expectations or actualize these values in your work?
  • In your judgment, is the method for evaluating and awarding one’s job performance justified and fair?

{emphasize}

Pro tip: Have performance review meetings with new hires after their first 30 days, 60 days, and 90 days to set the tone for future performance discussions.

{emphasize}

One-on-one questions about team alignment

Staying aligned takes some finessing, but finding the right balance is always possible when done right. Having your team aligned can help improve performance and increase employee satisfaction (win-win!).

Deep dive into these questions to assess what’s working, and what can be done to increase alignment:

  • Do your colleagues know when they can interrupt you? If not, how could you communicate this to them without it undermining your ability to collaborate?
  • Are there things happening on the team that make it difficult to collaborate?
  • Do you feel the team has sufficient resources (IT, human, budgetary, material, or other) to achieve our shared team goals?
  • If there was one thing you could see our team or company accomplish, what would it be? What would help you or your team to achieve it? What do you think might get in the way?

{emphasize}

Pro tip: Officevibe is the ultimate tool for getting everyone to focus in the same direction. 

{emphasize}

Questions about professional development

When it comes to professional development, everyone has their own career aspirations. From learning new skills to building long-term goals, growth is subjective. That’s why it’s essential to find out what matters to each employee, the direction they want to take, and the career goals they have.

HR leaders and managers alike can benefit from having these career conversations in order to help each individual grow.

Ask these professional development questions in your next one-on-one:

  • Do you feel like you’re making progress in your role?
  • Do you feel challenged at work? Are you learning new things?
  • What is something we could do to help you achieve your short and long-term goals?
  • Do you feel we’re helping you advance your career at the pace you want?
  • Are there any events you’d like to attend or training you’d like to have to help you develop your skills?

{emphasize}

💡 Did you know? 1 in 3 employees say they don’t have someone at work who helps them grow and develop (Officevibe Pulse Survey data). 

{emphasize}

A workplace mentor can be a great way to help further an employee’s professional development. Get tips on how to mentor an employee.

One-on-one questions about employee challenges

No role comes without its share of challenges. Whether it's learning how to manage distractions (at the office or while working remotely!), day-to-day problems with communication, or even an issue with the company culture, employees should always be encouraged to speak up.

Remedying these issues and blockers will help improve employee satisfaction and performance. Even if past managers haven’t taken the time to take employees’ grievances into consideration, you certainly can!

Here are some useful questions to ask in your future meetings (on-site and with remote teams):

  • What elements of your work environment cause the most frequent interruptions to your productivity and how could you remedy this problem?
  • In your judgment, is your workload reasonable? If it isn’t, can you suggest solutions that we could implement together to address the problem?
  • What are the best ways for you to communicate with me when you find you lack resources whether IT, human, budgetary, material, or others?
  • What are the best ways for you to communicate with me when your role and your responsibilities at work aren’t clear to you?

{emphasize}

💡 Did you know? Remote workers face a number of challenges that aren’t necessarily faced in the office. Since a recent study has stated that a quarter of working hours will continue to be worked remotely (BNN Bloomberg), it’s important to ensure that remote employees’ challenges will continue to be addressed. 

{emphasize}

Check out 6 proven solutions to common distributed teams challenges.

Ask questions about recognition preferences

Being recognized for your work is a huge motivational force for employees. But how they receive positive feedback can differ. Checking in to ask about the method and frequency is a great way to keep employees on track with their accomplishments and recognized in the way they want.

Ask these questions when checking in during your one-on-ones:

  • In what context would you prefer the good work you’ve done to be underscored?
  • What kind of employee recognition would have the most positive impact on you? Do you prefer voiced appreciation of your input during team meetings, positive feedback from me in one-on-one meetings, team activities that highlight the success of a given project, or something else?
  • Do you make an effort to recognize your peers’ work and accomplishments?
  • Is there something we could do as a team to improve recognition?

Employee feedback and communication questions

Similarly to recognition preferences, it’s also important to ask your employees how they like to receive feedback in general. Some employees take well to receiving feedback and constructive criticism, while other employees require a different approach. Getting to know what works and what doesn’t is key.

Here are some straightforward meeting questions you can ask each individual:

  • How do you prefer to receive feedback?
  • Is there a piece of constructive feedback that you received recently that was particularly helpful? Why?
  • Do you feel comfortable offering your colleagues feedback on the work you collaborate on?
  • Is there anything I could give you feedback on right now, or any feedback you might have for me?

{emphasize}

Pro tip: Check out our employee feedback guide for managers and find out how to give constructive feedback that helps your team.

{emphasize}

One-on-one meeting questions about career goals

Setting career goals helps to keep employees on track and focused on where they want to be in both the short term and the long term. But it’s a manager’s role to help them determine what those are, and how to stay on track when trying to achieve them.

Asking the right one-on-one meeting questions is a great place to start:

  • Do you need to have a clearer picture of how your individual career goals allow us to attain our goals as a team or a company?
  • Do you need my help identifying which actions could help you achieve your long-term goals?
  • As things stand, do you think you will be able to achieve your goal?
  • Do you think that we should work together to revise your goal, or set new ones?

Setting employee goals can be tough. In Officevibe, you can set individual goals collaboratively with employees, and connect them with your team’s collective goals. From there, you can set smaller action items at every one-on-one meeting, so your team members are set up for success to achieve.

Ask questions about employee work-life balance, wellness, and stress.

Just like the importance of asking questions about an employee’s personal life, checking in on their work-life balance is also crucial. Now more than ever there is a focus on managing stress and taking care of mental health.

Be sure to ask the right questions to let your team know you are listening and that you support a healthy balance:

  • How are you prioritizing work-life balance?
  • Do you feel comfortable taking breaks, time off, and making use of flexible work policies?
  • Can you give me concrete examples of stressful situations you experience at work?
  • In your judgment, what’s causing the stress? Is it a sense that you lack control, a feeling that you aren’t proficient, or difficulties dealing with unpredictable or new aspects of your job?
  • Are you able to ask colleagues with more experience than yourself for help, support, or input when it comes to managing stressful situations?
  • What do I do as a manager already, and need to continue to do, to support our team’s physical and mental well-being?

{emphasize}

Pro tip: Checking in on your employees’ mental health can be a sensitive thing to handle, but it is a necessary one. A mental health template can be a great guide in helping you navigate through asking the right questions.

{emphasize}

Questions to wrap up and set next steps

From career development to an employee’s wellbeing, every issue is worth diligently following up on. Personal productivity questions are just as important as work culture questions, so these open-ended options can cater to everything and anything that may be on an employee's mind during your meetings.

  • What’s one thing you’ll put into place in the next week or two based on our conversation?
  • Is there a specific talking point we should circle back to in our next meeting?
  • Before we wrap up, can you think of anything I could do to help you out?

If agreeing to the next steps is important, tracking them is even more so. Officevibe lets you assign every action item (to your team member or yourself!) at the end of each meeting. Then, it sends you an email on Mondays to remind you of your commitments.

Action items automatically carry over to your next one-on-one agenda on the platform, so you never lose track of what you both said you’d do.

One-on-one meeting best practices

Now that you’ve navigated your way through each section of questions addressing topics like career growth, growing more soft skills, challenges while working remotely, and so much more, it’s a great time to check out the ultimate one-on-one meetings guide for more ideas to get you fully prepared for your upcoming meetings.

It’s got all the best practices, top tips, and insider knowledge you need in your toolbelt as a manager.

Get well equipped

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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