Employee Engagement
Team Management
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From storming to high-performing: the meeting that saved our team

Published on 
March 15, 2019


We’ve all read articles on the “Top 10 Ways” to improve as a manager or the “5 Must Dos” to be a better leader, but we want to try something different this time.

We’re going to share a difficult experience that we had on our real life team, and the medley of solutions we used to overcome it. It worked for us, and we hope you find something in our method that works for you and your team, too.

Vulnerability is key, right? And we feel that as an organization steadfast on putting people at the center of things, it’s our responsibility to share our learnings with you. And oh, there are many.

So, what happened?

Well, what happens on every team?

Human conflict.

Conflict between colleagues, new employees with new ways of working, fast-paced growth, communication woes, power struggles—the whole shabang—all topped with the bitter-sweet cherry of human complexity.

As a manager, you probably already know that this conflict, the infamous “storming phase,” is an inevitability. It is not a sign that you’re failing as a manager; on the contrary, it’s a normal part of team performance and a consequential time for personal growth and development.

This is us

Officevibe Marketing Team


Team: The Marketing Team at Officevibe
Marketing Director: Marie-Christine Côté (MC)
Languages: 2 (English and French)
Number of Employees: We grew from 5 to 15 employees (& counting) in 1 year

First… The four stages of team development

Take a minute to understand what the phases of development, coined by Dr. Bruce Tuckman, actually look like and reflect on where you think your team is currently at.

Illustrated Stages of Team Development

Forming

  • A team is built, people are getting to know their roles and colleagues
  • Team members are polite and focused on their individual tasks

{emphasize}

⭐ Proactive Tip: Managers should facilitate relationship building and ensure roles, responsibilities, and expectations are clear during this stage<

{emphasize}

Storming

  • People get more comfortable and start pushing boundaries
  • Symptoms like competition and lack of trust lead to negative attitudes and resistance to working together

{emphasize}

⭐ These factors could result in conflict. Don’t worry, it’s normal, and if we pushed through it, you can, too!

{emphasize}

Norming

  • Differences begin to resolve with the right tools and clarity, and team members learn to work together and appreciate one another’s strengths
  • Communication improves, feedback can be given and challenges can be made safely and without animosity

{emphasize}

⭐ Things are running pretty smoothly—but there’s always potential to go from good to great.

{emphasize}

Performing

  • Strategies are in place for resolving conflict, and there’s a sense of safety, loyalty and support on the team
  • People work more autonomously with clarity of roles, a shared vision, and shared goals

{emphasize}

⭐ This is where you want to be; your workplace utopia

{emphasize}

T’was a dark & storming month for our high-performing team

The tension on our team was palpable; you could cut it clean with a bread knife. From the outside, everything seemed normal; we all showed up to work, went through the motions, attended our meetings. But, if you looked closely enough you could see—feel—that something wasn’t quite right.

One employee recounts being in the eye of the storm: “We were no longer in sync. Our team was growing quickly and we experienced the typical growing pains that come with that reality. Swim lanes were blurred, processes were challenged and accountability was unclear. Lack of clarity and communication resulted in frustration, but the frank conversations needed to fix this weren’t being had. It was just too uncomfortable.”

The tangible giveaway was that nothing was being delivered.

Our team effectiveness was in the gutter. We were like dogs chasing their tails; we discussed and challenged ideas in circles, but never found the confidence as a team to make any decisions. Who had the final say anyway? No one was entirely sure at this point, and that was a big problem.

Without trust at the base of things, we tend to process and perceive feedback and questions with a much more skeptical lens; one without positive intent.

We were intelligent individuals working toward the same goals and objectives (often arguing the same points), but emotions can act as blinders to the facts.

Radio microphone on air

Our manager weathers the storm: “It wasn’t easy…”

Here, we ask our manager, MC, how she felt during this time, what she noticed on our team, and how she planned to help us fix it.

How did you know that your team was in the storming phase?

The team’s non-verbal communication was terrible, and there was a lot of tension in meetings, which prevented things from moving forward.

Then I heard about conflicts from individual employees, so I felt like there was a lot on my shoulders, which I knew was not sustainable. If we want to build leaderful teams* (where leadership is shared), people need to be able to talk to each other.

*Leaderful Teams are teams that don’t rely solely on the manager for leadership and direction, and don’t need to. On a leaderful team, everyone takes collective and individual ownership for overcoming challenges, implementing solutions, and achieving goals.

Thankfully, I also had hints in the weekly Officevibe feedback, so I knew how my team was really feeling. And our engagement metric for “Relationship with Peers” was low, which is one of the biggest triggers you can have. The team didn’t feel good with each other. On the other hand, the “Relationship with Manager” metric was high, which is good because people felt they could talk to me. But a manager should never be a bottleneck, they should be an enabler.

Learn more about how to track these metrics on your team using Officevibe here

Graph of the Relationship with Peers' Score

Here you can see the drop in our “Relationship with Peers” metric, and the steady incline since then. Notice the similarity between this graph and the forming, storming, norming, and performing one?

Why do you think the relationship between peers is so important?

That’s the base…

From a business perspective, if you’re spending 80% of your capacity trying to understand people and how to properly interact with your peers, you only have 20% left for creativity. You have to create together, but if you can’t talk to one another openly, or listen to each other properly, then you’ll never bring ideas to the table.

From a personal perspective, we come to work to develop ourselves, exchange with people, and be a part of something bigger than us. If you’re not getting along with colleagues, it isn’t fun coming to work, and it definitely isn’t fun working for a team when nothing is being delivered. Ultimately, people want to have an impact.

How did all this affect you as a manager? As a person?

It wasn’t easy. I couldn’t sleep at night; it was a really stressful feeling that the team wasn’t engaged. We had very aggressive objectives, which is ok, but it’s so hard when the trouble is human problems; it’s difficult to have the conversations that need to be had.

I came to work early, read up on emotional intelligence, team performance, spoke to coaches within the organization, and my own manager, who prompted some good reflection.

My biggest fear was that my team would become cynical and that my manager would doubt me. I felt unequipped as this was something I hadn’t necessarily lived yet as a first-time manager. But I was learning along the way.

Where did you start to fix things?

My coach gave me the four stages of team performance to read, so I quickly realized that our team couldn’t perform like an all-star team if we didn’t go through all the four stages. It reassured me that it was normal for us to be here, and when I shared this with the team, it reassured them as well.

Then I worked with a few members of the team to plan an offsite where we could tackle the issues we were having, together.

A team successfully holding 100 tons of weight

Action time! The Meeting That Saved Our Team

The role of manager is tricky because there’s only so much they can actually do for their employees. What they can do is create an atmosphere that is enabling, safe and motivating for their employees to want to put in the work to solve it on their own.

Our manager nailed it. Below are the steps we took to exit the storming phase.

1. Get out of the office

We planned a full-day offsite. It was time to get away from the office, out of the bubble. Taking a proverbial step back while also stepping outside of the space of conflict and tension. Neutral territory, if you will.

2. Build empathy and inclusion

You want to build lines of trust between people not just in relation to work, but based on personal experiences. If you know where someone is coming from you’ll be way more open to them.

MC

On a timeline, we all started by sharing the year we were born, revealing the variation in ages we have on the team. Then we began to build up empathy. We were each asked to add three impactful life moments to the timeline.

The stories we heard were real and raw, some of personal experiences and losses, others that were professional in nature. We all became a little more enlightened about our colleagues that day.

3. Educate and reflect

Having an external reading allowed us to speak more openly about ourselves by looking at it in relation to another team at another company. It helped not make it too personal right away. We eased in.

MC

Next, we read a portion from the book The Loyalist Team to learn about the different team types. By reading the case studies and scenarios presented in the book, we were able to reflect on the current state of our own team, and ourselves as contributors.

It gave us a good benchmark as to where we were at—and really shed light on the team that we weren’t.

4. Take a team assessment

If we weren’t yet a Loyalist team, what were we? To find out, we each took the assessment assigned by the book. The insights and introspection from this exercise really helped us have a more holistic view of where we were at, and kick off something we had all been avoiding for way too long: a real conversation.

5. Talk about it

We went around the table and shared our insights, which eased us in to what eventually became an open and honest discussion. Being able to reference the book instead of ourselves made it easier for people to talk about our situation.

This exercise brought out frustrations, which is good. For example, the notion of ‘challenging ideas’ came up a lot. It made people feel they didn’t have credibility in their expertise, so we discussed how to challenge each other respectfully by seeking to understand someone’s perspective before giving your own. This turns it from questioning into affirming.

MC

6. Create team norms

Just like most organizations have a culture fueled by a set of values, every team likewise has its own subculture. This means that teams need to create their own governing set of values unique to them.

Without team norms, there is sure to be conflict. For example, I might think that arriving late to a meeting is unacceptable, but another person maybe doesn’t think it’s that big of a deal. This means we are starting from bases of work that aren’t the same, with different triggers.

MC

These norms, or “Team Principles,” are not for the manager to dictate, they’re for the team to build as a unit, so they can see themselves represented in them, creating a sense of shared accountability.

Example: 🐘 Call out the elephant in the room — Communicating challenges, issues and conflicts to one another is for the betterment of the team. Call out what’s causing discomfort, then and there.

Officevibe Marketing's Team Principles

The calm after the storm

Not even a week after this meeting we began to see a difference. The impact it had was amazing.

MC

Finally, we started to call out problems and discomfort on the spot instead of letting issues fester. The “Call out the elephant in the room” principle made it our shared responsibility to confront conflict head on. And so we did.

Working with this courage and transparency brought such great results it became addictive and palpable in the best way. Other teams in the company picked up on our vibe, and began to create their own principles.

Just like that, our team conflict became a success story.

How to build team principles: a manager’s guide

  1. Give everyone time individually (to avoid groupthink) to reflect on what they feel the most important team norms should be.
  2. One by one, let everyone share what principles they believe should be implemented, and why.
  3. Create post-it clusters of recurring ideas to surface the pain points.
  4. Together, choose and agree on the principles that everyone feels best fit the current landscape of the team.
  5. Have a subgroup put them together in the team’s voice and tone with more descriptive action points. For example: Embrace the mindset of feedback as a conversation, not a confrontation.
  6. Finally, have them printed and hung up as a visual reminder.
  7. Explain the team principles at the onboarding stage for new employees.
  8. After a few months, check in with the team on whether they are still using the principles or if it’s time to revisit them. You can use a custom poll for individual feedback with Officevibe, or hold a group meeting.
  9. Repeat! As the team changes and the storm settles on the horizon, do the process again.

Share your story!

We’re all in this together. If you would like to share your team story, please reach out at content@officevibe.com.

A previous version of this page was published on April 18, 2017.

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.


We’ve all read articles on the “Top 10 Ways” to improve as a manager or the “5 Must Dos” to be a better leader, but we want to try something different this time.

We’re going to share a difficult experience that we had on our real life team, and the medley of solutions we used to overcome it. It worked for us, and we hope you find something in our method that works for you and your team, too.

Vulnerability is key, right? And we feel that as an organization steadfast on putting people at the center of things, it’s our responsibility to share our learnings with you. And oh, there are many.

So, what happened?

Well, what happens on every team?

Human conflict.

Conflict between colleagues, new employees with new ways of working, fast-paced growth, communication woes, power struggles—the whole shabang—all topped with the bitter-sweet cherry of human complexity.

As a manager, you probably already know that this conflict, the infamous “storming phase,” is an inevitability. It is not a sign that you’re failing as a manager; on the contrary, it’s a normal part of team performance and a consequential time for personal growth and development.

This is us

Officevibe Marketing Team


Team: The Marketing Team at Officevibe
Marketing Director: Marie-Christine Côté (MC)
Languages: 2 (English and French)
Number of Employees: We grew from 5 to 15 employees (& counting) in 1 year

First… The four stages of team development

Take a minute to understand what the phases of development, coined by Dr. Bruce Tuckman, actually look like and reflect on where you think your team is currently at.

Illustrated Stages of Team Development

Forming

  • A team is built, people are getting to know their roles and colleagues
  • Team members are polite and focused on their individual tasks

{emphasize}

⭐ Proactive Tip: Managers should facilitate relationship building and ensure roles, responsibilities, and expectations are clear during this stage<

{emphasize}

Storming

  • People get more comfortable and start pushing boundaries
  • Symptoms like competition and lack of trust lead to negative attitudes and resistance to working together

{emphasize}

⭐ These factors could result in conflict. Don’t worry, it’s normal, and if we pushed through it, you can, too!

{emphasize}

Norming

  • Differences begin to resolve with the right tools and clarity, and team members learn to work together and appreciate one another’s strengths
  • Communication improves, feedback can be given and challenges can be made safely and without animosity

{emphasize}

⭐ Things are running pretty smoothly—but there’s always potential to go from good to great.

{emphasize}

Performing

  • Strategies are in place for resolving conflict, and there’s a sense of safety, loyalty and support on the team
  • People work more autonomously with clarity of roles, a shared vision, and shared goals

{emphasize}

⭐ This is where you want to be; your workplace utopia

{emphasize}

T’was a dark & storming month for our high-performing team

The tension on our team was palpable; you could cut it clean with a bread knife. From the outside, everything seemed normal; we all showed up to work, went through the motions, attended our meetings. But, if you looked closely enough you could see—feel—that something wasn’t quite right.

One employee recounts being in the eye of the storm: “We were no longer in sync. Our team was growing quickly and we experienced the typical growing pains that come with that reality. Swim lanes were blurred, processes were challenged and accountability was unclear. Lack of clarity and communication resulted in frustration, but the frank conversations needed to fix this weren’t being had. It was just too uncomfortable.”

The tangible giveaway was that nothing was being delivered.

Our team effectiveness was in the gutter. We were like dogs chasing their tails; we discussed and challenged ideas in circles, but never found the confidence as a team to make any decisions. Who had the final say anyway? No one was entirely sure at this point, and that was a big problem.

Without trust at the base of things, we tend to process and perceive feedback and questions with a much more skeptical lens; one without positive intent.

We were intelligent individuals working toward the same goals and objectives (often arguing the same points), but emotions can act as blinders to the facts.

Radio microphone on air

Our manager weathers the storm: “It wasn’t easy…”

Here, we ask our manager, MC, how she felt during this time, what she noticed on our team, and how she planned to help us fix it.

How did you know that your team was in the storming phase?

The team’s non-verbal communication was terrible, and there was a lot of tension in meetings, which prevented things from moving forward.

Then I heard about conflicts from individual employees, so I felt like there was a lot on my shoulders, which I knew was not sustainable. If we want to build leaderful teams* (where leadership is shared), people need to be able to talk to each other.

*Leaderful Teams are teams that don’t rely solely on the manager for leadership and direction, and don’t need to. On a leaderful team, everyone takes collective and individual ownership for overcoming challenges, implementing solutions, and achieving goals.

Thankfully, I also had hints in the weekly Officevibe feedback, so I knew how my team was really feeling. And our engagement metric for “Relationship with Peers” was low, which is one of the biggest triggers you can have. The team didn’t feel good with each other. On the other hand, the “Relationship with Manager” metric was high, which is good because people felt they could talk to me. But a manager should never be a bottleneck, they should be an enabler.

Learn more about how to track these metrics on your team using Officevibe here

Graph of the Relationship with Peers' Score

Here you can see the drop in our “Relationship with Peers” metric, and the steady incline since then. Notice the similarity between this graph and the forming, storming, norming, and performing one?

Why do you think the relationship between peers is so important?

That’s the base…

From a business perspective, if you’re spending 80% of your capacity trying to understand people and how to properly interact with your peers, you only have 20% left for creativity. You have to create together, but if you can’t talk to one another openly, or listen to each other properly, then you’ll never bring ideas to the table.

From a personal perspective, we come to work to develop ourselves, exchange with people, and be a part of something bigger than us. If you’re not getting along with colleagues, it isn’t fun coming to work, and it definitely isn’t fun working for a team when nothing is being delivered. Ultimately, people want to have an impact.

How did all this affect you as a manager? As a person?

It wasn’t easy. I couldn’t sleep at night; it was a really stressful feeling that the team wasn’t engaged. We had very aggressive objectives, which is ok, but it’s so hard when the trouble is human problems; it’s difficult to have the conversations that need to be had.

I came to work early, read up on emotional intelligence, team performance, spoke to coaches within the organization, and my own manager, who prompted some good reflection.

My biggest fear was that my team would become cynical and that my manager would doubt me. I felt unequipped as this was something I hadn’t necessarily lived yet as a first-time manager. But I was learning along the way.

Where did you start to fix things?

My coach gave me the four stages of team performance to read, so I quickly realized that our team couldn’t perform like an all-star team if we didn’t go through all the four stages. It reassured me that it was normal for us to be here, and when I shared this with the team, it reassured them as well.

Then I worked with a few members of the team to plan an offsite where we could tackle the issues we were having, together.

A team successfully holding 100 tons of weight

Action time! The Meeting That Saved Our Team

The role of manager is tricky because there’s only so much they can actually do for their employees. What they can do is create an atmosphere that is enabling, safe and motivating for their employees to want to put in the work to solve it on their own.

Our manager nailed it. Below are the steps we took to exit the storming phase.

1. Get out of the office

We planned a full-day offsite. It was time to get away from the office, out of the bubble. Taking a proverbial step back while also stepping outside of the space of conflict and tension. Neutral territory, if you will.

2. Build empathy and inclusion

You want to build lines of trust between people not just in relation to work, but based on personal experiences. If you know where someone is coming from you’ll be way more open to them.

MC

On a timeline, we all started by sharing the year we were born, revealing the variation in ages we have on the team. Then we began to build up empathy. We were each asked to add three impactful life moments to the timeline.

The stories we heard were real and raw, some of personal experiences and losses, others that were professional in nature. We all became a little more enlightened about our colleagues that day.

3. Educate and reflect

Having an external reading allowed us to speak more openly about ourselves by looking at it in relation to another team at another company. It helped not make it too personal right away. We eased in.

MC

Next, we read a portion from the book The Loyalist Team to learn about the different team types. By reading the case studies and scenarios presented in the book, we were able to reflect on the current state of our own team, and ourselves as contributors.

It gave us a good benchmark as to where we were at—and really shed light on the team that we weren’t.

4. Take a team assessment

If we weren’t yet a Loyalist team, what were we? To find out, we each took the assessment assigned by the book. The insights and introspection from this exercise really helped us have a more holistic view of where we were at, and kick off something we had all been avoiding for way too long: a real conversation.

5. Talk about it

We went around the table and shared our insights, which eased us in to what eventually became an open and honest discussion. Being able to reference the book instead of ourselves made it easier for people to talk about our situation.

This exercise brought out frustrations, which is good. For example, the notion of ‘challenging ideas’ came up a lot. It made people feel they didn’t have credibility in their expertise, so we discussed how to challenge each other respectfully by seeking to understand someone’s perspective before giving your own. This turns it from questioning into affirming.

MC

6. Create team norms

Just like most organizations have a culture fueled by a set of values, every team likewise has its own subculture. This means that teams need to create their own governing set of values unique to them.

Without team norms, there is sure to be conflict. For example, I might think that arriving late to a meeting is unacceptable, but another person maybe doesn’t think it’s that big of a deal. This means we are starting from bases of work that aren’t the same, with different triggers.

MC

These norms, or “Team Principles,” are not for the manager to dictate, they’re for the team to build as a unit, so they can see themselves represented in them, creating a sense of shared accountability.

Example: 🐘 Call out the elephant in the room — Communicating challenges, issues and conflicts to one another is for the betterment of the team. Call out what’s causing discomfort, then and there.

Officevibe Marketing's Team Principles

The calm after the storm

Not even a week after this meeting we began to see a difference. The impact it had was amazing.

MC

Finally, we started to call out problems and discomfort on the spot instead of letting issues fester. The “Call out the elephant in the room” principle made it our shared responsibility to confront conflict head on. And so we did.

Working with this courage and transparency brought such great results it became addictive and palpable in the best way. Other teams in the company picked up on our vibe, and began to create their own principles.

Just like that, our team conflict became a success story.

How to build team principles: a manager’s guide

  1. Give everyone time individually (to avoid groupthink) to reflect on what they feel the most important team norms should be.
  2. One by one, let everyone share what principles they believe should be implemented, and why.
  3. Create post-it clusters of recurring ideas to surface the pain points.
  4. Together, choose and agree on the principles that everyone feels best fit the current landscape of the team.
  5. Have a subgroup put them together in the team’s voice and tone with more descriptive action points. For example: Embrace the mindset of feedback as a conversation, not a confrontation.
  6. Finally, have them printed and hung up as a visual reminder.
  7. Explain the team principles at the onboarding stage for new employees.
  8. After a few months, check in with the team on whether they are still using the principles or if it’s time to revisit them. You can use a custom poll for individual feedback with Officevibe, or hold a group meeting.
  9. Repeat! As the team changes and the storm settles on the horizon, do the process again.

Share your story!

We’re all in this together. If you would like to share your team story, please reach out at content@officevibe.com.

A previous version of this page was published on April 18, 2017.

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.