Performance Management

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!

Reimagining performance management has been a focus area for many companies over the past two years. It's not surprising considering that a focus on performance management can lead to organizations being 4.2x more likely to outperform their peers (an average to 30 percent higher revenue growth), according to the folks at McKinsey.

The outcome sounds wonderful, but the reality is that many performance review programs fall short. There's inconsistency in how the review is delivered depending on each individual leader, a lack of feedback frequency, and often, a lack of insight from all stakeholders (the employee, their peers, and the manager) into what an impactful conversation should look like.

We designed Workleap Performance to reduce the stress of performance management, create real, insightful, and engaging conversations between teams and their leaders, and ultimately drive real business impact.

Introducing Workleap Performance

Everything we do at Workleap is to help HR simplify the modern workplace. With the introduction of Workleap Performance as a part of our platform, we’re excited to reimagine how companies across distributed, hybrid, and remote teams can improve how their teams perform.

With Workleap Performance, we are helping HR to build a performance management approach that:

  • Includes the right number of conversations for your teams and organizations.
  • Creates consistency for every reviewer and leader to have better conversations with employees
  • Brings together the right insights to understand what an employee has accomplished.

Drive the right conversations for your business

Performance review cycles are different for every HR team. There are differences by industry, geography, or employee count. There is no one-size-fits-all. Or at least there shouldn’t be.

Workleap Performance is built to be flexible. With a customizable framework, you can create the performance management program that makes the most sense for your business. This can mean modifying your process to ensure teams have the right number of reviews each year and that everyone is focused on the questions that will provide the greatest impact.

You can customize:

  • Cadence (annually, bi-annually, quarterly, or weekly) 
  • Type of review format (peer, self, manager, or mix of all three) 
  • Review parameters (deadlines, number of peer reviewers, and participants)
  • Question type (format, content, and amount)

And it’s not just about these key customizable features.

The true flexibility of our platform resides in its ability to effortlessly adapt to changes or unforeseen events during an active review cycle. For example, you could extend deadlines, change a question, or add additional team members to the review process. We want to support you in keeping your performance review cycles on track, no matter what happens.

Showcasing Workleap Performance's Configurable Audience

Create consistency across the organization

With so many stakeholders involved in the performance review process, it can be tough to keep everyone aligned to the same process. The lack of consistency is often exasperated by managers with varying styles and different levels of training. To help overcome this, we provide managers with visibility throughout the entire reporting cycle.

We are also aware that consistency in performance management is vital when it comes to ensuring fair reviews. Creating that equitable process was a major focus for Workleap Performance which is why we focused on streamlined review forms that ensure a standardized process.

Gather feedback that matters

For many managers, it can be challenging to always see the progress of employees as they work on cross-functional projects or in distributed teams. The ability to gather the correct (and actionable) feedback can mean understanding feedback from a number of sources — including the employee themselves, the manager, and also from collaborators and stakeholders. Focusing on 360 feedback remains a consistent and critical way to gather insights from across the business.

With Workleap Performance, employees receive impactful feedback from all angles:

  • Peer reviews: provide insights from the team members who collaborate with employees
  • Self reviews: provide the tools for self reflection and personal accountability
  • Manager reviews: provide a format for direct reports to align with managers on performance

Experience simplicity at every step

Over the past year, we’ve talked to many of you who expressed the need for a performance management platform that’s simple for HR, people managers, and employees to navigate.

Every HR professional we spoke to would prefer to focus more time on facilitating and reviewing performance feedback — not setting up review cycles. Workleap Performance removes the unnecessary bells and whistles and puts simplicity at the forefront, so that you can develop a review process with ease.

  • Simplify the experience for your employees with an easy-to-navigate user interface
  • Simplify communications throughout the review cycle with automated notifications
  • Simplify progress monitoring with a centralized review cycle tracker
A product image showing visibility into completion rates

Your three core needs are covered

Simplicity. Flexibility. Consistency. These are the guiding values under which we built this product and continue to develop and enhance Workleap Performance. Now, HR professionals everywhere can create high-quality performance management programs that lead to aligned and impactful results.

Performance management, when done well, can drive increased alignment between employee goals and the unique objectives of your business so that you can ultimately be more productive and more successful. Our new Workleap Performance solution is built with this outcome in mind, by focusing on what matters most to HR professionals who own the performance management cycle.

Eager to align teams and boost results?

There's a new way to manage performance — it's simple, flexible, and ensures consistency across the organization. Get started with Workleap Performance free!

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?

💡 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).

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?

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.

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?

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.

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?

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

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?

💡 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). 

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?

💡 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. 

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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?

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

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?

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.

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.

Whether you're managing a two-person operation or a department of 100, it's nearly impossible for your organization to grow and move on to the next chapter of success if your whole team isn't on the same page.

Teams are at their best when they work cohesively and rally around shared goals. To help you reach better team alignment, we've broken down what team alignment means, why it's important – especially in a remote context – and actionable tips to help you move forward together.

What is team alignment? 

Alignment in the workplace occurs when all team members have a better understanding of company goals and have a clear vision for collective (and individual) long-term success. It isn't enough to know the end destination; you need to all be rowing in the same direction.

But team alignment extends beyond bottom line objectives; employees must all be on the same wavelength when it comes to achieving and building sustainable business practices. It's one thing for everybody to understand what you hope to achieve as a company, but ensuring your team is aligned with company values plays a crucial role in an organization's success. This requires people to believe in the approach and understand the role they and their colleagues collectively play.

5 Ways to foster strong team alignment

Let's dive into some helpful ways you can foster strong team alignment within your business.

1. Make communication and transparency core organizational values

How well you communicate information at every level of your organization will play a major role in fostering team alignment. It's so easy to fall into information silos, especially in a remote context where many team members are working in their own physical spaces.

If you have major organizational news or project updates to communicate, don't leave your team members in the dark; make sure to carve out some time where you can answer employee questions and clear up any confusing tidbits of information. The more transparent you are, the more aligned your team will be. 

2. Set crystal clear goals for your team

The goals you set for your team will be your North Star in helping your organization achieve success. Without clear objectives, the big picture can get lost in the shuffle of daily operations.

But you might be asking yourself: what is the most surefire way to document your goals? Team alignment looks different for every company, so there's no one-size-fits-all solution. If you're looking for a tried and true approach, the OKR goal-setting framework might be for you.

OKR stands for ‘Objectives and Key Results.’ The whole approach centers on establishing a clear goal (objective) and the metrics (key results) that will measure that goal’s success. Company OKRs empower managers to set goals together with their teams, and from there, set individual goals for every team member. This creates an aligned workforce that is better equipped to achieve broader business goals by tackling them one at a time.

One final (and super important) tip about goal-setting: involve your team. When everyone is involved in setting team goals, they're more likely to support them, understand them, and remember them.

💡Sign up for Officevibe's OKR email course where you'll learn the ins and outs of setting (and achieving!) stand-out company goals.

3. Check in with your team regularly

Communication around your company's values, strategy, and major objectives should not be one-sided. While it's important to keep your team in the loop from the top down, it's just as fruitful to uncover how these things are being understood and come to life on the front line.

So, once you've shared company objectives with your team and helped them set their own OKRs, how can you maintain a communication loop around alignment?

  • Book quarterly strategy meetings to clearly map out the connection between organizational, team, and individual goals. This can also be a good setting to discuss shifts in priorities or any possible tweaks to existing objectives.
  • Encourage anonymous feedback and messaging where employees can pose questions or raise any thoughts or concerns they may have. Having an anonymous touchpoint can help some employees feel more comfortable giving their candid feedback around alignment.
  • Carve out one-on-one time to discuss alignment with individual team members. Give them the time and space to ask anything that may be unclear about their specific objectives or how their role contributions to the broader picture.
  • Send weekly surveys with both quantitative and qualitative questions to measure your team alignment metric and keep track of trends over time.

4. Find the right team alignment tools

A recent study found that the average enterprise now uses an astounding 288 different SaaS apps. These tools are great for keeping us organized and on track and they're especially helpful for distributed teams. But with so many tools comes the potential for information silos and hidden work – both of which can wreak havoc on your team alignment. 

The solution isn't to try to force people onto a single tool. It's to identify the key tools that will help you build and achieve team alignment while allowing employees to work how they're most comfortable. 

Thankfully, there's no shortage of options.

  • An employee engagement platform like Officevibe empowers business leaders to spearhead alignment strategies. From goal-setting and one-on-one meetings to Pulse Surveys that keep track of how teams are feeling in their day-to-day, Officevibe covers all the bases to boost the employee experience, improve employee satisfaction, and keep teams aligned.
  • Chat tools like Slack and Microsoft Teams help keep your team aligned by opening up easy communication channels between employees, regardless of their physical location.
  • Project management tools like Trello and Asana can help nip misalignment issues in the bud by ensuring that everybody knows exactly what they need to be working on, and what their team members are working on.

5. Highlight team accomplishments

Whether you're congratulating your team for a job well done on a new campaign or giving kudos to an employee who reached their one-year workaversary, shining a light on employee contributions and milestones goes a long way in improving team alignment.

But not everyone is comfortable with a public shoutout; some team members may relish the spotlight, while others might prefer a private message from their managers or peers. With Officevibe's recognition platform, you can make sure no good deed goes unnoticed and send your colleagues a Good Vibe to let them know that you appreciate them.

1 in 4 employees say their organization doesn’t celebrate accomplishments or learnings.

Officevibe data

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The importance of team alignment in the workplace

Team alignment has a significant impact on the overall performance of your business. Without clear communication on your organization's goals and shared company values, your team members might find it challenging to present a united front and stay engaged.

On the flip side, there are countless benefits to strong team alignment.

  • Aligned teams perform better. Misaligned teams may spend more time going back and forth on specific initiatives and may not be able to perform to the best of their abilities.

    When teams are aligned, they're set up to succeed. Everyone has the information they need to make the right decisions, work swiftly, and prioritize projects that contribute to broader company goals.
  • Aligned teams are more engaged. When your team is aligned, each individual member understands the importance of their role and the roles of their colleagues and believes in the team vision. This creates a sense of camaraderie and belonging. People feel as though they're part of a collective in which everybody is working towards the same thing.
  • Aligned teams are more collaborative. It's a lot easier to collaborate when you're coming at a problem with a shared outcome in mind. People are more willing to compromise and support one another if they're all aligned on the desired outcome and what it takes to get there.

Signs of aligned vs. misaligned teams

According to Officevibe data, 75% of employees wish that their manager could define more precise goals. A team lacking in alignment is like a shopping cart with one bad wheel: it's frustrating and it's a lot harder to move in the right direction.

Here are a few telling signs that can help you find out where your team is on the alignment spectrum.

Aligned teamsMisaligned teamsProjects delivered on time and on the scopeFrequent missed deadlines and scope creepTeam and company achieve goalsTeam and company repeatedly come up short on goalsEfficient execution of workRepeated or overlapping workClear tasks and clear communicationMiscommunication and confusion are common issuesDefined channels for project management and communicationEndless meetings and email chainsHigh team engagement and high employee retentionLow team engagement and high employee turnover

Beyond these signs, one of the best ways for you to determine whether or not your team is aligned is to ask them. Don't overthink it! Use one of Officevibe's free downloadable one-on-one meeting templates to ask more specific questions and dive into potential reasons for the lack of team alignment.

sample one-on-one meeting templates available in Officevibe software
Check out Officevibe's one-on-one templates!

How remote work affects team alignment

Building and maintaining team alignment is no small feat and the reality of a distributed workforce throws a whole new set of challenges into the mix.

  1. Many companies and managers are still adjusting to this new work environment, and their teams have fallen out of alignment during the shift. This readjustment period is normal, but it's important to track where schisms may have arisen.

    Tip: Log where you feel your team has been compromised by change, so you can implement intentional solutions.
  2. Remote work makes it more challenging to have impromptu conversations and other interactions that help with team alignment.

    Tip: Check in on your team and keep your channels of communication open and honest.
  3. Managers of distributed teams often feel they've lost visibility on their teams and are unsure if their employees are focused on the right thing. They may struggle to maintain team alignment as a result. 

    Tip: Losing visibility can result in the tendency to micromanage. Instead, ask to join in on your team's dailies to keep up to date or hold weekly update meetings for the team to fill you in on progress and setbacks in an open discussion.

    Not sure if you're a micromanager? Use this free template to see if you need to reassess your management style.
  4. Finally, in a remote context, the negative impacts of misalignment – both performance-related and emotional – are amplified since issues cannot be resolved face-to-face and have become bucketed with other sentiments of isolation, disconnection, and loneliness.

    Tip: Create a safe space in virtual one-on-one meetings dedicated to discussing personal and professional difficulties. Reassure your peers that their feelings of uncertainty or frustration are valid by sharing and searching for solutions together. 

How Officevibe can help improve team alignment

Team alignment isn't something that you build and then stop working on. You need to be constantly communicating and engaging with your team to make sure goals and expectations are clear to improve employee satisfaction. This is especially true during times of change.

Officevibe puts people first and empowers managers to plan for growth and success on an individual and company-wide level with intuitive one-on-one meeting tools and templates, a built-in peer recognition platform, and an anonymous feedback channel where employees can speak freely. Officevibe helps you improve team alignment and work toward collective goals while elevating your overall employee experience.

The benefits of having an aligned team are immense: more efficiency, more team collaboration, and higher performance. You can crush your goals while keeping your team happy and engaged. That's something worth investing in.

Part of a manager's role is connecting their team’s efforts to the broader mission of the company and guiding them along the way. This is especially true in the era of remote work, where ensuring alignment for each team member is as important as ever.

What makes attaining success possible? Team goals that are purposeful, attainable, and aligned with the bigger picture. This comes as no surprise, as 70% of employees report a sense of purpose through their work and, as McKinsey quotes:

The goal-setting conversation can be a powerful unlock to bring purpose into work and connect the individual to something larger than themselves.

As leaders, the crucial task of team goal setting falls on your shoulders — it’s your responsibility to establish what needs to get done, what tasks to delegate to whom, and how to bring everyone together to meet every objective.

This article covers everything managers need to set the right team goals. It not only covers why team goals are crucial for business success but also useful steps for setting effective goals with context examples to help guide you in your own goal-setting strategies.

What's in this article

The importance of team goal-setting for business success

When employees have a clear understanding of company objectives and how their work collectively contributes to reaching these, they become an aligned, motivated, and higher-performing workforce — exactly what drives business success. 

Think of your team as your own version of The Avengers. Each with a unique skill set, able to come together thanks to a shared mission. This, obviously, doesn’t just happen out of thin air. It takes a dedicated effort at the leadership level to define this mission, with clear goals and tasks delegated to the right individual.


By setting clear, meaningful, and SMART team goals, managers ensure their employees understand the value of their work and how their efforts connect with their organization's bigger picture. Effective team goals support other aspects of performance management too — like team alignment, task prioritization, development and coaching, strengthening collaboration, as well as maintaining healthy team dynamics.

The benefits of setting team goals

Setting team goals creates a roadmap for success that everyone can follow. They set the stage for collective achievement, which in turn helps set individual goals. 

When done right, team goal-setting brings a load of value to managerial objectives — but also has a tangible impact on the team's performance and the employee experience. Benefits of team goal setting, for both managers and employees, include:

Team goals establish accountability

When everyone knows what's expected of them, it's easier to hold each other accountable. Clear team goals ensure that every team member stays on track with their responsibilities to collectively contribute their best — preventing one employee from unintentionally veering off track and impacting the rest of the team negatively.

Manager tip: To keep everyone on the team accountable, set a goal for each team member to complete weekly status reports on their tasks and progress, which will be reviewed in the team meeting every Monday. This should motivate each employee to hold their end of the stick, so as not to let their colleagues down.

Team goals improve team cohesion

It’s easier to come together through a shared purpose. Team goals are shared goals, and they create a sense of unity within a team. When each team member works towards common objectives, it strengthens collaboration and builds stronger relationships, too.

Manager tip: Organize a monthly team workshop where team members collaborate on a common project or problem-solving activity, aimed at enhancing teamwork and communication. You can use a hypothetical example for this exercise — but by using a real-life challenge the team is currently facing, you kill two birds with one stone!

Team goals increase motivation

Clear and meaningful goals provide direction and purpose. Employees need clarity on the steps they need to take to meet expectations in order to work with confidence. Also, when team members understand the impact of their work, they are more motivated to give their best effort collectively.

Manager tip: Break down team goals vs individual goals and responsibilities — and paint the bridge that connects the two. During team meetings, acknowledge everyone’s individual contributions, and how they collectively impact the team goal progression.

Team goals enhance project outcomes

Setting specific goals for projects not only helps focus team efforts and resources but also provides context to said team efforts. Projects that benefit from clear team goals see better results, as they tend to be completed more efficiently and meet their intended outcomes.

Manager tip: Tune in to what’s worked. Effective project-specific team goals can provide lessons and a great team goal-setting template for future projects. Your team might agree that a certain team goal really helped complete a past project and is worth applying again to the next one.

Types of team goals

Understanding the different types of team goals can help managers set the right ones for their team. Each type serves a unique purpose and can drive different aspects of team performance and collaboration. 

Of course, the variety of actual team goals possible is endless — each can be their own, depending on the industry, objectives, project, and team!

Performance goals

Performance goals can focus on improving both individual and team performance. This could mean goals that look to increase sales figures, enhance customer satisfaction scores, or boost productivity.

A performance team goal looks like this: Increase the team's quarterly sales revenue by 15%, with each team member contributing to specific sales targets.

Collaborative goals

Collaborative goals, or collaboration goals, aim to improve teamwork. Examples of team collaboration goals include improving continuous communication within the team or increasing the frequency of team-building activities.

A project-specific team goal looks like: Finalize the design of the new software application by the end of the month, ensuring all initial testing and feedback rounds are completed.

Project-specific goals

Project-specific goals can have a performance or collaborative focus but are tied to projects and initiatives. These usually involve meeting project deadlines, achieving key milestones, or a team delivering specific results — anything that contributes to the project's success.

A project-specific team goal looks like: Finalize the design of the new software application by the end of the month, ensuring all initial testing and feedback rounds are completed.

6 team goal-setting objectives (with examples)

Now that we’ve established the types of team goals there are, let’s talk about team goal objectives. Managers don’t just set goals for the sake of setting goals, after all! Knowing how to set team goals is also about making sure their objectives are aligned with organizational objectives. 

Below are some common team goal objectives, with helpful examples to guide you:

#1. Achieving project milestones

Managers can set goals to reach specific project milestones — like completing a research phase, developing a prototype, launching a digital product, or finalizing a project report.

Team goals with project achievement objectives:

  • Complete the initial research phase of the new marketing campaign by the end of Q2, ensuring all relevant data is collected and analyzed.
  • Finalize the beta version of the software update and have it ready for internal testing by the first week of the next quarter.
  • Launch the new customer feedback system within three months, including training for all relevant staff members.

#2. Improving team communication

Crucial to internal process success, managers can also set goals to enhance the frequency and quality of communication within the team. These can look like holding weekly check-ins, implementing a new communication tool, or improving feedback mechanisms.

Team goals with communication improvement objectives:

  • Implement a new team collaboration platform (like Slack) within the next month to streamline communication.
  • Schedule bi-weekly team meetings to review progress and address any communication barriers, starting next week.
  • Create a shared document repository by the end of this month to ensure all team members can access and contribute to project documents easily.

#3. Enhancing team productivity

Managers can also establish team goals that aim to increase overall productivity — like reducing time spent on specific tasks, streamlining workflows, or incorporating new productivity tools into the day-to-day.

Team goals with productivity enhancement objectives:

  • Reduce the average time taken to complete standard tasks by 15% over the next quarter by optimizing workflows and using automation tools.
  • Implement a new project management software by the end of the next month to better track progress and manage workloads.
  • Establish a daily stand-up meeting protocol within the next two weeks to ensure everyone is aligned and aware of their daily priorities.

#4. Boosting innovation

By encouraging team members to propose new ideas and solutions through innovation goals, managers nurture a culture of creativity, initiative, and problem-solving within their teams.

Team goals with innovation objectives:

  • Conduct quarterly innovation brainstorming sessions, during which team members propose new ideas for better processes. Implement at least one new idea each quarter.
  • Develop a dedicated innovation lab where team members can experiment with new technologies and approaches, aiming to generate at least three viable pilot projects within the next six months.
  • Establish an innovation mentorship program that pairs junior team members with senior staff to work on innovative projects, launching at least two new initiatives by the end of the year.

#5. Improving performance quality

Managers can set team targets to reduce the number of mistakes — be it about performance or output outcomes like product defects — by attaching specific metrics like a certain percentage range within a clear timeframe.

Team goals with quality improvement objectives:

  • Achieve a 95% customer satisfaction rate for all support tickets resolved within the next quarter.
  • Reduce product defects by half over the next six months by introducing a new testing process.
  • Increase the accuracy of data entry by 15% within the next quarter through additional training for team members.

#6. Expanding team skill sets

Lastly, managers can encourage continuous learning by setting team goals for everyone to complete certain training courses or certifications relevant to their roles. These not only support individual development but also strengthen collective skills.

Team goals with skills expansion objectives:

  • Enroll team members in one professional development course related to their role within the next quarter, ensuring completion by the end of the next quarter.
  • Hold monthly skills workshops where team members can share knowledge on specific tools or techniques, fostering a culture of continuous learning and skill enhancement.
  • Achieve certification in a new industry-relevant technology for at least 50% of the team within the next six months, so the team stays current with industry trends and advancements.

8 steps to establishing effective team goals

Whether you’re already a team goal-setting expert, or this is your first time establishing a team goal-setting strategy, we’ve got a handy blueprint that helps managers avoid starting from scratch every time. 

Check out our short, sweet, practical guide on simplifying the foundations of solid goal setting so you can raise your game and get better results!

Step 1: Understand your organizational and department OKRs

While this step might seem obvious, it’s essential for managers and employees to have a clear and comprehensive understanding of the organization's goals (also referred to as business objectives) and grasp the company’s bigger picture, so everyone’s on the same page.

We suggest OKRs — key objectives and results — as a framework to get started. OKRs are a collaborative goal-setting method used by (and for) teams and individuals to design purposeful goals that can be tracked and measured. The trick is to use organizational OKRs as the reference point for all future team goals.

Questions to help stay aligned with organizational goals:

  • Is the team clear on organizational OKRs? Do we need a refresher?
  • Does anyone from the team have a creative interpretation of organization OKRs that could be helpful for the rest of the team?
  • Have organizational OKRs been recently reviewed? Are they up to date?
  • Do we have quarterly or yearly organizational OKR review sessions planned?

Step 2: Host collaborative goal-setting sessions

Once everyone has a shared understanding of the bigger picture, the next step is for managers to establish the who, what, when, and how of team efforts. To do that in a way that certifies buy-in from employees and generates the best ideas, managers should involve the whole team in setting these goals. Collaborative sessions are one of the most effective team goal-setting activities out there!

Questions to pose during goal-setting sessions:

  • What areas of the company strategy do we see ourselves reflected in?
  • Where can we have the greatest impact as a team?
  • Which KPIs does our work contribute to directly?
  • Which KPIs does our work contribute to indirectly?
  • What sub-metrics of company KPIs is our team responsible for?

Narrowing down where to direct collective focus helps managers (and team members) create clearer goals and more effectively prioritize team initiatives.

Having a centralized location for team members to refer to collective goals promotes transparency and keeps them front-of-mind for everyone. Officevibe's goals and OKR tool make team goals easier to access and align with business objectives and individual employee goals.

Step 3: Build team goals aligned with organizational objectives

Now that everyone is aligned on the bigger picture, and part of the goal-setting process, the next step is to set the team goals — ensuring they’re in direct alignment with the larger company objectives. 

This alignment not only helps in maintaining a clear focus for collective efforts but ensures that every team member understands the value of their contribution to the overall success of the business. By regularly reviewing and adjusting team goals to stay aligned with any changes in organizational priorities, managers ensure team efforts never veer off track.

Questions to ask to keep team goals aligned:

  • Does each team goal directly or indirectly contribute to organizational goals?
  • Are team goals priorities aligned with organizational priorities?
  • Are there regular team goal review sessions scheduled?

Step 4: Apply the SMART criteria for team goals

Apart from comparing against OKRs, it's a great idea to also crosscheck team goals against the SMART goal framework — ensuring all goals are specific, measurable, attainable, relevant, and time-bound. 

To get started, managers can come up with the first iteration of goals for their teams, layering and fine-tuning them until every SMART criterion is met. This ensures every single team goal is comprehensive and performance-driven — which will make stakeholders extremely happy!

Questions to ensure you’re following the SMART framework:

  • Specific: What end result are you looking to achieve? Is it specifically defined?
  • Measurable: Can you measure the success of this goal with data? How will you measure it?
  • Attainable: Is this a realistic goal to set? Do you have what it takes (resources, knowledge, skills, support) to achieve success?
  • Relevant: Is this goal aligned with your team and the company’s broader objectives? Will it bring relevant value to your organization?
  • Time-bound: When do you plan to achieve this goal? Is it the right time to do so?

Step 5: Get feedback, iterate, and maintain alignment

Great team goals are shaped by the input of everyone on the team — and maybe even other company stakeholders, like senior leaders and other managers. Managers should tap into collective knowledge and perspectives to sense-check that they’re truly aligned with team realities. Feedback is also a great way to get everyone feeling inspired and motivated to achieve these goals together — as it gives participants a natural sense of ownership and participation.

How often should team goals be adjusted? As needed! By having regular touchpoints, managers ensure their goals and strategies remain aligned, agile, and relevant. Things shift quickly in business — so you want to be sure to hold down your team with a solid sense of direction.

Questions to ask for feedback on team goals:

  • Are the goals realistic and achievable given our current resources and constraints?
  • Do these goals align with our team’s strengths and areas of expertise?
  • Is there anything that might hinder our progress toward these goals that we need to address now?
  • How can we improve our approach to achieving these goals based on past experiences?
  • Do the goals inspire and motivate you to perform at your best?

Step 6: Turn team goals into action items

Once team goals have been established and the team is aligned, it’s time for managers to translate these goals into tangible action items. This step is one of the most exciting, as it allows employees to directly connect their individual work with the team's objectives.

Have a brainstorming session with your team to come up with ideas for how you’ll all meet shared goals, deciding which ones you’ll tackle together and who’ll take on specific tasks over others. Remember: Adaptability and flexibility with timelines and workflows are essential to making sure the work gets done without compromising quality — and without overloading anyone.

Team brainstorm agenda template (1.5 hours)

  1. Check-in with the team, get started with a fun icebreaker, and describe the purpose of the meeting. (5-10 mins)
  2. Review organizational goals and let team members ask any questions they may have. (5-10 mins)
  3. Kick off the discussion by talking about how everyone can play into their strengths and have the greatest impact. (10-15 mins)
  4. Provide a recap of previous goals, wins, and challenges. (5-10 mins)
  5. Have a team goals brainstorm and recap where everyone contributes their ideas on a whiteboard or virtual tool. (30 mins)
  6. Wrap it up and provide the next steps. (5-10 mins)

Repeat this process every quarter or each time there are important shifts within your organization or team.

Step 7: Monitoring and evaluating team performance with KPIs

Managers should have weekly or bi-weekly team meetings to look at team goal progress — as well as have individual check-ins where team goals are discussed more granularly. Make sure everyone is well-equipped to measure progress with clear key performance indicators (KPIs) and targets, and the necessary tools to track these metrics easily.

Scheduling dedicated, recurring moments to review what’s in the pipeline, and flag any potential roadblocks or risks, will ensure progress tracking opportunities don’t get forgotten when times get busy. Look to AI for extra help — automated team progress reports are also a simple yet efficient way to keep the team in the loop without having to think too much about it.

Team goal KPIs examples:

  • Overall task performance
  • Individual task performance
  • Workload efficiency and distribution
  • Collective engagement score

Step 8: Support your team in meeting goals

Being a supportive leader can make all the difference to a team. As a manager, you can empower each employee with a sense of purpose and ownership over their goals — helping them recognize opportunities, commend their efforts, and reassure them that you're always there to answer questions and provide guidance when needed.

Managers need to have their finger on the pulse when it comes to understanding a team’s reality, challenges, and concerns. Officevibe's anonymous feedback tool helps you keep a pulse on your team and facilitates safe exchanges between managers and employees, so you can spot issues early and direct your support where they need it most.

Questions to ask your team in terms of support (but find more here):

  • Are you clear on our team goals and objectives?
  • Are you clear on your assigned tasks as part of our team goals?
  • Are there ways you feel I could better support you — be it mentorship, discussion time, or new tools?
  • Is there anyone from our team you feel you’ve learned a lot from and would like to work more closely with?

Senior manager tip: Developing a coaching leadership style is a great way to align each employee’s personal goals with the company’s goals, and ultimately boost performance and amplify employee development.

In-context: 15 team goal examples for managers

Now with the right step-by-step approach to setting effective goals, it’s time to put the theory into action and design your own team goals!

Remember, goals don’t have to be about performance — to help you navigate your goal-setting strategy, we've put together a selection of best-in-class team goals (that are specific, measurable, achievable, relevant, and time-bound) that you can pool inspiration from:

15 SMART team goals examples that you can use:

  1. Increase month-over-month client retention from 75% to 80% by the end of the third quarter.
  2. Produce at least one project in a format we’ve never tried each quarter.
  3. Create one list of team principles to simplify remote collaboration in the next month.
  4. Obtain a qualified lead score above 30% from all lead generation initiatives this quarter.
  5. Increase the team’s Relationship With Peers score by 1 point in Officevibe's employee engagement tool by the end of the month.
  6. Make a video to highlight team wins and share it with other teams in the next month.
  7. Increase traffic by 5% each month on the website home page.
  8. Reduce average request response time from 1 hour to 45 minutes in the next 3 months.
  9. Increase content velocity from 10 to 12 articles per month in the next quarter.
  10. Implement one initiative to improve recognition in the team in the next month.
  11. Plan or participate in regular team-building activities, at least once a month.
  12. Attend 2 industry conferences in the next quarter to grow the company's network.
  13. Earn a new certification for all team members by the end of the year.
  14. Gain 100 new social media followers in the next quarter.
  15. Reduce overtime by 20% by the end of the year.

Feel free to use these team goal examples as they are or tweak them to tailor them to your squad and work realities. Once in place, progress tracking will help you gain better momentum!

Challenges of team goal setting (and strategies to overcome these challenges)

Setting team goals can be incredibly rewarding — but it comes with its own set of challenges. Here are some of the most common obstacles managers might face (and strategies to overcome them):

  • Misalignment with organizational goals: Sometimes, team goals don’t perfectly align with broader company objectives. This happens more than you think — and is easy to correct if you regularly check in with senior leadership and ensure your team’s goals are in sync with the company’s mission and vision.
  • Lack of clarity: If goals aren’t clearly defined, team members might be confused about what’s expected of them. Make sure each goal follows the SMART criteria, and don’t hesitate to double-check that everyone has the same understanding.
  • Insufficient resources: Your team might struggle to meet goals if they lack the necessary resources, such as time, budget, or tools. Address this by assessing resource needs early and advocating for what your team requires to succeed.
  • Resistance to change: New team goals can sometimes be met with resistance, especially if they require changing familiar processes. That’s why team buy-in is so important. Overcome this by involving your team in the goal-setting process to ease them in from the start.
  • Tracking progress: Keeping track of progress can be challenging — especially with multiple goals with different KPIs. Implement regular check-ins and use project management tools to automate monitoring and progress reporting.

If any of these feel relatable — don’t worry, you’re not alone! Just remember: by proactively addressing these challenges, and nipping the issues in the bud, you’ll be able to set your team up for success (even if a few detours are needed).

What to do when goals aren’t met: Tips for managers

Not meeting team objectives can be disappointing for everyone — especially when your team has worked hard towards their shared goals.

Managers should leverage these moments of challenge to rally their teams. These times prove to be great opportunities to come together even more and use that collective determination to find solutions for the way forward.

Team retrospectives have the power to reveal what went wrong and set action items for how these learnings can be applied to even better team goals for the next time.

Questions to reflect on with your team:

  • What blocked our success as a team?
  • Were there external factors at play?
  • Is there something we could have foreseen but didn’t?
  • What have we learned through this experience?
  • How can we apply these learnings going forward?

You want to create a safe space where employees feel comfortable sharing their honest perspectives, so you can effectively move forward as a team. One way to facilitate this is by sending an anonymous survey where everyone can answer these questions without fear of being judged or facing conflict.

The Officevibe Pulse Survey tool lets you build personalized team surveys to gather insightful and actionable feedback, and better understand your employees’ experience.

Setting up your team up for success with the right tools and technologies

To build a motivated and high-performing team, each team member should have a sense of purpose in their role, and feel that their work has meaning — both as individuals and as part of a collective. But this magic only happens when everyone has a clear understanding of what’s expected of them and the value of their efforts. 

Setting meaningful team goals that align with organizational objectives connects team members to the bigger picture, driving employee engagement and motivation. When team goals are clearly established and managers have team buy-in — then it’s a recipe for success. The steps and examples outlined in this article should contain all the tips you need to know to keep your team on track and motivated.

If you’re interested in taking team goal-setting to the next level, Officevibe’s goal-planning tool is what you need. Its features enable managers to engage and empower each team member through easy-to-follow goal-setting plans, where everyone can access a clear map of the bigger picture and the steps needed to succeed, as well as team dashboards to track their progress and hit their personal goals together.

Let's face it. Having difficult conversations at work is never fun. Whether it's about performance issues, workplace conflicts, or delivering tough feedback — these conversations can be uncomfortable. That said, being able to address sensitive subjects is an essential part of managing and supporting employees. 

The good news is that tough conversations don’t have to be a dreaded part of a manager’s reality. In fact, with the right approach, they can create opportunities for growth and better communication. Grammarly’s The State of Business Communication report delivered the facts: 72% of business leaders believe that effective communication increases team productivity — and 52% of employees agree.

With more teams working remotely or in hybrid setups, effective communication has become more crucial than ever. The lack of face-to-face interactions can sometimes make misunderstandings more likely, so being able to handle tough talks skillfully is key to maintaining a strong, cohesive team.

If this speaks to you — you’re in the right place! Read on. 

Scenarios of difficult conversations at work 

Difficult conversations come in many forms, each with unique challenges. However, if managers can recognize the specific scenarios they’re dealing with, they can approach situations more effectively.  

Here are some of the common situations managers encounter when it comes to tough talks: 

Scenario 1: Performance issues  
When an employee's performance doesn't meet expectations, it's crucial to address the problem promptly. This can involve discussing missed deadlines, poor performance, or a lack of initiative. It’s important to approach performance issue conversations with clear examples and a plan for improvement. 

Scenario 2: Workplace conflicts 
Conflicts between team members can disrupt the work environment and lower morale. Whether it's a clash of personalities or disagreements over work-related issues, addressing these conflicts early can prevent them from escalating. In these cases, managers should focus on mediation and finding common ground — and not hesitate to involve HR if necessary. 

Scenario 3: Negative feedback 
Providing negative feedback can be uncomfortable but is necessary for growth. The key is to be specific about the behaviors or outcomes that need to change and offer constructive advice on how to improve. Ensuring that the feedback is aimed at helping the employee develop their skills empowers them instead of demotivating them. 

Scenario 4: Personal issues affecting work 
Personal problems can affect an employee's performance and well-being. This happens to the best of us. These conversations require a high level of empathy and support. Depending on the situation, managers must be understanding and offer resources or accommodations that might help employees struggling to manage their personal issues while maintaining their work responsibilities. 

Scenario 5: Career development discussions 
Talking about career progression, promotions, or the lack thereof can be sensitive — especially if employee desires don’t quite match up with employer standards. The best way to manage expectations is by providing clear, actionable feedback on what is required for advancement. Highlighting the employee’s strengths and outlining a development plan will help them reach their career goals. 

Scenario 6: Policy violations 
Addressing violations of company policy, such as misconduct or ethical breaches, requires an immediate, straightforward, and firm approach. Managers must understand company policies and the potential consequences, and communicate these clearly during the conversation. In such cases, involving HR to assist can be a good idea. 

There are, of course, a million possible scenarios that could warrant difficult conversations at work — some you may have already dealt with before. The more understanding you have around tricky situations, the better you’ll be able to anticipate and tailor your approach to ensure they’re handled the right way. 

Manager’s guide: Five steps for tackling difficult conversations with employees 

One-on-one meetings are a perfect setting for tough discussions between managers and employees. They provide a private, focused space to address sensitive issues — avoiding the employee feeling embarrassed or called out in front of their peers. 

Here's a step-by-step guide to help you, as a manager, navigate these conversations smoothly and set the stage for a productive and solution-oriented one-on-one: 

1. Prepare talking points in advance 

Preparation is your best friend here. Let the employee know ahead of time what you want to discuss. This gives them a chance to prepare, rather than catch them off-guard, and ensures that the conversation is fair.

Pro tip: Instead of saying, "We need to talk about your performance," try, "I’d like to discuss some feedback and hear your thoughts on your recent projects. Can we chat about it in our next one-on-one?" 

Meeting agendas help both parties prepare and align their thoughts beforehand. Check out our free one-on-one meeting agenda templates to plan your meeting — with suggested talking points! 

2. Remain objective and focus on facts 

Emotions can run high during difficult conversations. As a manager, your priority is to remain objective to the issue. To keep discussions productive, base your talk on facts rather than feelings. Gather data, examples, and even peer feedback to support your points. 

Pro tip: Prepare your notes with specific examples. For instance, instead of saying something vague like: "You're not meeting expectations," say, "In the last quarter, you missed three project deadlines." 

Ultimately, your goal is to address the issue objectively and constructively — not to make the other person feel attacked. A good trick is to consider the desired outcome (improvement) and build the conversation backward from that (the road to get there). 

3. Create an environment for trust and honesty 

Building a foundation of trust with employees is crucial for effective leadership. Regular one-on-ones and feedback loops can help employees feel more comfortable bringing up tough topics themselves.  

Pro tip: Encourage openness by saying, "I want our one-on-ones to be a safe space where we can discuss anything, even if it’s uncomfortable." 

Giving employees the floor to share their perspectives by prompting them with the right questions shows that you value their input. Make sure there’s always time for their insights at every one-on-one. 

4. Aim for understanding above consensus 

The ultimate goal when addressing a difficult situation isn’t necessarily to get everyone to agree. Rather, it's to reach a mutual understanding. Listen empathetically and give your team members space to share their perspectives so they feel like they are participating in the dialogue. This will invite more collaboration.

Pro tip: Don’t rush to defend your stance. Instead, listen actively and acknowledge their feelings, even if you don’t agree. Empathy is a powerful managerial skill. 

Listening is another useful skill all managers should master, as it’s the fastest way to identify the root cause of issues and find solutions. Read our manager tips on how to become a better listener

5. Find a solution together 

At the end of the day, it’s about being able to provide negative feedback in a way that leaves the employee feeling empowered to do better. End the conversation with clear action items and next steps. Collaborate on a plan to move forward and make sure to follow up on progress during your next one-on-one. 

Pro tip: Use Workleap Officevibe’s one-on-one software to set and track these action items. This ensures accountability and helps keep the momentum going. 

Remember, there’s a difference between acknowledgment and agreement. You don’t have to completely align with an employee’s point of view to make them feel heard. People can agree to disagree and still come to a resolution.

Best practices for effective communication in the workplace 

Good communication is the backbone of any strong team. Effective communication not only builds trust but also enhances team performance and job satisfaction. Here are some best practices to enhance your communication skills: 

  1. Be clear and concise: LinkedIn’s Global Report found that 71% of hybrid and remote workers report higher rates of feeling left out due to overuse of jargon. So, a great rule of thumb is to keep messages clear and simple. This will help prevent misunderstandings. 
  1. Practice active listening: Show that you’re engaged by nodding, summarizing their points, and asking clarifying questions. Active listening fosters mutual respect and understanding, making employees feel valued. HBR’s Are You Really Listening? is a great read for leaders to self-reflect on their own listening practices. 
  1. Be empathetic: Understand where your team member is coming from. Empathy builds trust and openness, which are critical for effective teamwork. According to Businessolver’s State of Workplace Empathy report, showing your employees empathy is key to engagement and retention. 

Clear and empathetic communication is the key to unlocking a team's full potential. Take a look at how e-commerce agency Irish Titan set their people back on track thanks to better communication systems!

Three icebreakers to get the conversation going 

Starting a difficult conversation can be the hardest part. The trick? Using icebreakers can ease everyone into the discussion and make the process smoother. Here are some suggested icebreakers to get the conversation going: 

“I’ve noticed a few things recently and would love to get your perspective on them.” 
This opens the door for a two-way dialogue, making the other person feel included in the conversation. It encourages them to share their thoughts and feelings. 

“Can we talk about some feedback I’ve received that might help us work better together?” 
Framing the conversation around mutual improvement rather than individual criticism helps reduce defensiveness and promotes collaboration. 

“I’m curious to hear your thoughts on how things have been going with [specific project/issue].” 
Showing genuine interest in their perspective helps build rapport and can reveal underlying issues that might not be immediately obvious. 

Icebreakers can transform a daunting conversation into a productive dialogue. They have the power to set up tough talks with a more empathetic context, which ultimately paves the way for more meaningful and effective communication. 

Turning difficult conversations into employee performance improvement 

Difficult conversations aren’t just about addressing issues — they’re opportunities for growth. And it’s really important to emphasize that with employees. These conversations can lead to significant improvements in performance and team dynamics.  

Here’s how to use difficult talks to everyone’s advantage: 

  1. Set clear expectations: Make sure your team member understands what’s expected of them moving forward. Clearly defined goals and standards provide a roadmap for improvement and accountability. 
  1. Provide resources: Offer training, tools, or support to help them improve. This could include mentoring, access to educational materials, or even adjusting workloads to allow for focused improvement time.  
  1. Follow up: Regular check-ins show that you’re committed to their development. Consistent follow-up not only tracks progress but also reinforces the importance of the improvements discussed.  

By turning difficult conversations into constructive feedback sessions, managers not only address the problems at play but also create a culture of continuous improvement and support. 

Looking for more tips? Make sure you’re caught up on the dos and don’ts of tough talks.

Handling difficult conversations at work with confidence: Leveraging technology for better outcomes 

Handling difficult conversations can be a challenge — but it’s a crucial skill for any manager. By approaching these talks with empathy, preparation, and a focus on facts, you can absolutely turn them into productive discussions that lead to growth and improvement. 

Not so scary anymore, is it? And with one-on-one meeting software, you can create a safe space for managing productive conversations. From agenda templates to objective setting and tracking, these tools help managers lead (and improve) team communication effortlessly through the good and bad.

Ready to enhance your communication skills? Check out Workleap Officevibe for more resources and tools to help you navigate difficult conversations and boost your team’s performance. 

There are always unpleasant parts of a manager’s role, chief among them: addressing poor work performance on your team. As uncomfortable as it is to broach the subject of underperformance, it’s a manager’s job to have these difficult yet formative discussions.

Dont worry! We got you. We have concrete steps to help you deal with underperforming employees as well as tips for preparing your meeting with the poorly performing employee, how to handle the discussion, and what to do afterward.

What is poor work performance?

Poor performance at work is mostly tied to the job's tasks and responsibilities, but can also refer to an employee’s behavior within the team. By definition, poor work performance happens when an employee's performance is below their goals or expectations. Sometimes performance issues are unintentional and can be fixed with solid guidance, while other forms of poor work performance reflect deeper issues such as disengagement and how the employee feels about their job.

EXAMPLESUnintentionalIntentionalJob-related- Making mistakes
- Missing deadlines
- Mixing up instructions- Neglecting instructions
- Ignoring deadlines
- Not responsive to feedbackBehavior-related- Too loud
- Over chatty
- Accidentally late- Rude to teammates
- Disrespectful to management
- Leaves early

How to address poor work performance successfully

Try to address poor work performance sooner rather than later. Talk to your employee in your next one-on-one meeting rather than waiting for a performance review meeting 3 months away.

Here are the steps you can take to ensure your discussion with your underperforming employee is constructive — for both of you.

Before the poor performance conversation

Reflect on the part you played

Ask yourself some reflective questions to see where you might be responsible. If you answer “Yes” to any of these questions, good for you for looking at yourself and being honest. This will help guide the discussion you have, which may be more of a reassessment of the employee’s workload, targets, and role.

  • Did I give them too much work?
  • Were the targets we set unrealistic?
  • Was I not clear enough in defining their role or their tasks?
  • Was I not available to them when they needed my guidance?

Give a heads up

Let the employee know you want to have a chat. Agree with them on a time and (virtual) place. Do not take them by surprise.

Check your emotions

If you find you've been frustrated by this employee's poor performance, learn to check those emotions at the door. Don't let negativity set the tone for your talk.

Remote work tip: Remember that there’s only so much you can see and understand from a distance. Be empathetic to what is going on in the world around the employee, beyond the screen.

During the poor work performance meeting

Ask and listen

A good manager is a good listener. Attempt to find out if your employee is aware of their poor performance, and have them explain where they think it's coming from. Here are some conversation starters to probe these trickier subjects:

  • What’s been going on that you feel might contribute to your performance?
  • Do you feel any of my instructions were unclear?
  • Were the goals we set unrealistic?
  • How have you been feeling at work recently?
  • Are you having trouble balancing work and your personal time?

Be specific and concrete

When it comes time to discuss your observations, don't give vague criticisms. Have concrete examples of poor performance to point out.

Create an action plan

Do this collaboratively with the employee so it feels like a solution rather than a punishment. Ensure the goals set for your employee are measurable and time-bound to track their progression and see if their performance has improved. An action plan is not a vague promise to do better, but a clear laying-out of objectives.

Poor work performance action plan checklist:

Description of the problem: Be extremely clear and specific.

Objectives to solve the problem: Set 1-3 performance goals with the employee.

How progress will be assessed: Define how you'll measure improvement.

Structured deadlines: Set the intervals where progress will be measured.

Manager's role in the action plan: Identify the areas where you'll support the employee.

Officevibe's goals and OKRs tool helps managers and employees set and track result-oriented goals that align with teams and company objectives.

Ask for feedback

See if they agree with your feedback, or if they had issues with how you handled it. Let them know they can speak freely, without fear of negative repercussion.

  • Do you agree with the underperforming work examples brought forward?
  • Do you feel like the feedback I gave you is helpful?

Remote work tip: If using video conferencing, pay attention to details like body language.

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After the poor performance discussion

Reach out

Write a friendly email to your employee the next day. Thank them for their time and for sharing their feedback, and add the key points of the discussion as a reminder.

Keep on schedule

Stick to planned follow-ups and consistent performance reviews. This removes any nerves about a surprise check-up. It also demonstrates that you're interested in your employee's development and growth.

Recognize and praise

Be quick to offer recognition messages when you do see progress, especially when it's related to their efforts to improve their performance issues.

Remote work advice: It’s hard to make sure the employee doesn’t slip again when working from home. You’ll have to increase your pings and emails (psst… use our sample emails to employees to make sure performance stays on the right track). To avoid being overbearing, do these in the morning. Consistency eases the tension of random spot check-ups.

What are common causes of poor employee performance?

Poor work performance is often a symptom of a larger problem; it is not a core problem in itself. Your job as a manager is to attempt to understand the root cause of underperformance at work.

Here are 3 common causes of poor work performance.

1. Your employee wasn’t properly prepared

The first thing you should investigate is whether poor performance is due to the employee not having the right tools, skills, or instructions. This means that the poor performance wasn't intentional and that the employee could improve.

Make sure you provide your team with the right tools and guidance. These can be set at the beginning of every new project and be reevaluated along the way.

2. Poor work performance due to workplace disengagement

Perhaps the employee is feeling unmotivated? Disengaged? Not getting along with their peers? Finding remote work to be difficult? It can also be due to a lack of involvement in decision making, or minimal recognition for their efforts.

Get to the bottom of this issue by asking your employees the right employee engagement survey questions. Based on the results, you could implement solutions like involving your team in earlier stages of planning, or recognizing their achievements more often.

3. Your employee is affected by external factors

When you can't locate the source of the problem inside the workplace, you need to consider whether it's a personal problem. This is admittedly the hardest to confront and will require tact and empathy to navigate.

Be clear that if the employee needs anything — someone to talk to, or some time off to sort things out — your door is always open.

Leading high-performing teams with empathy

All managers will likely be facing poor employee performance throughout their career. Whether intentional or unintentional, you can rely on the steps provided here to address the issue with confidence and put your employee back on the road to success.

On top of the advice given here about how to deal with a poorly performing employee, there's one more key tool in the performance management kit: emotional intelligence.

Starting from a position of empathy will let your team know that you have their best interest at heart, even when you need to call out the occasional poor work performance.

In every leader’s career there comes a time when they have to give negative feedback to a direct report. Someone might be underperforming, having interpersonal issues with another team member, or feeling disengaged from their work. These are the moments where you need to step up and offer honest feedback to try to help the situation. But it’s not always clear how to best give tough feedback in a way that lands with the recipient. In fact,

1 in 5 employees say the feedback they get at work doesn’t help them grow and develop.

Officevibe’s Pulse Survey data

The way you give feedback can have a big impact on an employee’s success, engagement, and level of trust toward you — for better or for worse. This is why giving feedback effectively is an important skill for leaders to develop.

Keep reading for tips on how to improve your feedback skills, create a feedback culture on your team, and make constructive criticism a positive experience for your team members.

Why knowing how to give negative feedback is so important?

It can be as tough giving negative feedback as it is to hear it. But the reason why it’s challenging to give is the same reason why it’s so important that you do: because you care about the person you’re sharing feedback with. Offering constructive feedback to employees shows that you’re invested in their progression and achievement.

Think about it this way: If you were doing something that interfered with your team’s success (or your own), wouldn’t you want someone to tell you, and help you correct it?

The point of giving negative feedback isn’t to shine a light on a mistake or failure. Constructive criticism should show someone another perspective or highlight something they weren’t aware of. The intention should be to help, not to reprimand.

Focusing people on their shortcomings doesn’t enable learning; it impairs it.

The Feedback Fallacy, HBR

Learning is the bottom line of all types of feedback. Whether it’s positive feedback or negative feedback, it should always be constructive. Ongoing development and opportunities for growth are among the most important factors for job satisfaction. So having a manager who’s good at delivering negative feedback can make a big difference in an employee’s experience, not to mention their performance.

How to give negative feedback effectively: 5 tips

Even with strong communication skills and a healthy level of trust, delivering negative feedback is never easy. It’s normal to feel nervous and wonder what will happen and how your employee will receive your feedback. What if they get angry? Cry? Don’t like me? What if they quit?

Remember that you have a lot more control over how you deliver negative feedback than how it’s received. If you’re prepared, it makes your feedback process a lot less stressful and leads to a more productive conversation.

Use these tips on how to give better feedback to walk into your next feedback session calm and collected.

1. Prepare your talking points

It’s always important to plan out what you want to say and how you’ll say it. This helps you stick to the main points you want to address and make sure your negative feedback is delivered properly. If you can, try bouncing your notes off a trusted colleague or friend for an outside perspective on how your feedback comes across.

Questions to help you prepare:

  • Have I covered the who, what, where, when, and why of the situation?
  • Am I naming a specific behavior and/or giving specific, concrete examples?
  • What are the 2-3 most important points I want to express in my negative feedback?
  • Do I have next steps in mind for myself or the other person?
  • What are my intentions in sharing this feedback?

That last question is one of the most important. Understanding your intentions helps you measure the success of your feedback session and pinpoint a goal for the conversation.

A positive intention is a good intention: Giving negative feedback isn’t about proving a point or punishing someone. Whether it’s to improve performance, address disengagement, or manage peer relationships, your intentions should always be positive.

2. Keep it professional, avoid getting personal

Negative feedback should never be directed at an employee’s personality — it should be about their actions or behavior, both of which are amenable. Corrective feedback at work needs to be related to the person’s role, responsibilities, or otherwise relevant to the job. And, negative feedback should improve team and employee performance.

Pro tip: While you shouldn’t make it personal about them, negative feedback should be personal coming from you. Use openers like “I think / I feel / I wonder if…” instead of offering negative feedback from a general perspective, like “You are / You do…”

Specific examples of professional negative feedback:

  • Instead of: You’re too slow and you’re not keeping up with your peers.

    Try saying: I noticed you were struggling to meet your deadline last week, let’s talk about what was blocking you.
  • Instead of: You said "like" and "um" every other word during your presentation and it was really unprofessional.

    Try saying: The content of your presentation was excellent, and I have a few pointers for a more impactful delivery if you’re open to my feedback.

Like these examples? Discover even more employee feedback examples to help you formulate your thoughts like a pro.

3. Ask questions and listen carefully

Every productive conversation is a two-way street. Sometimes a good way to approach tough feedback is to start by asking for the other person’s perspective. You can ask coaching questions to help guide them through the issue at hand and arrive at their own conclusions. Hear them out on their theories of what could be done better — you might even be surprised by their insights.

Try the past-present-future method:

  1. How do you think things are going right now with [name the topic of discussion]?
  2. Have you ever had issues like this in the past? How did you deal with them?
  3. Do you have ideas for how we can improve the current situation or avoid it in the future?

4. Be direct and genuine

Have you ever tried to deliver feedback using the sandwich method? In other words, squishing the negative feedback between two positives in the hopes of softening the blow? This is a surefire way to confuse your receiver and dilute your message. Keep positive feedback separate from constructive feedback to avoid sending mixed messages.

Likewise, if you try to mask your criticism as positive feedback, or suddenly take on a new persona in your feedback session, your direct report might start to feel distrustful or defensive. Employees want a manager who’s honest, transparent, and communicative. So be natural, be direct, and keep your employee’s best interest in mind when you share negative feedback.

3 quick tips for more authentic exchanges:

  • Check in on your mindset: Are you feeling frustrated, upset, or judgmental? Maybe even just tired, stressed, or distracted?
  • Exercise your empathy: If you were the one receiving feedback, how would you want someone to share their thoughts with you?
  • Stay true to the relationship: Avoid taking on a more professional or personal tone than usual. Approach the conversation how you would in any other one-on-one with this person.

5. Discuss solutions and set next steps

Giving constructive feedback isn’t just about evaluating, it’s about evolution. Ongoing feedback is a crucial part of improving and managing employee performance and helping your team members grow. So beyond sharing your perspective on the present, be sure to discuss how the feedback applies in the future, and what actions your employee might take to apply it in their day-to-day.

Try the problem-implication-solution approach:

  1. Problem: Raise the issue at hand and present the facts.
  2. Implications: Discuss how it affects the team, project, or company.
  3. Solutions: Workshop ways to resolve the situation together and decide on a few that make sense.

Whatever the starting point of the conversation, an important part of giving corrective feedback is establishing clear next steps. Help your employee pinpoint a few action items you can follow up on in your next discussion.

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What are the effects of poorly delivered negative feedback?

Poorly delivered negative feedback can be worse than no feedback at all. How people receive feedback can make a big difference in how (or whether) they apply it. If constructive feedback is perceived as criticism, punishment, or an attack, employees may shut down. This can impact everything from an employee’s performance to their morale, engagement, and trust in their manager or peers.

According to Officevibe’s Pulse Survey data, employees who say the feedback they get at work doesn’t help them grow and develop also tend to feel:

  • Dissatisfied working with their direct manager.
  • That they’re not appropriately involved in decisions that affect their work.
  • Unlikely to call their company a great place to work.
  • That communications among peers lack transparency.
  • Like they’re not a part of a team.
Officevibe Engagement Metrics Product UI
Get to the heart of how employees really feel with Officevibe Pulse Surveys.

Giving negative feedback in a one-on-one meeting

A one-on-one meeting is often the best setting for giving negative feedback to an employee. Critical feedback can be tough to hear, and the most respectful way to bring up any kind of constructive criticism is in a private conversation.

How to give constructive feedback in a one-on-one

  1. Schedule the meeting in advance. Avoid catching your direct report by surprise by sending them a meeting invite.
  2. Set a meeting agenda and talking points. In your invitation, include a brief agenda of the points you’d like to discuss — our meeting agenda template for difficult conversations can come in handy. Ask your employee to add anything they’d like to go over, too.
  3. Give the employee space to talk. Keep an open mind and ask plenty of one-on-one meeting questions, to prompt your employee to reflect and share.
  4. Take notes and set action items. Write down notes on what you’ve discussed, and go over any action items you set at the end of the feedback session.
  5. Don’t forget to follow up. Check in with your employee at your next one-on-one, or even beforehand, to see how they’re processing and implementing your feedback.
a one-on-one meeting agenda in the Officevibe software
Plan your next meeting agenda with Officevibe's complete one-on-one software.

Make ongoing feedback a part of your employee management

When regular feedback exchanges are a part of your manager-employee relationships, it makes it a lot easier to offer negative feedback when you have to. Not only does getting more practice make giving feedback less intimidating, it also helps employees be more open to hearing you out. Keep a regular feedback frequency to avoid catching anyone off guard, and definitely don’t stockpile negative feedback and dump it on someone all at once.

Beyond simply giving feedback more frequently, you also need to be asking for it. If employees know that they can share their thoughts and opinions with you, they’ll be more receptive when you share feedback with them. This is why developing feedback loops and getting feedback from employees is so important.

How to build a feedback loop on your team

  1. Be open to receiving feedback: Ask for your direct reports’ opinions and share the things you’re working on personally. Demonstrate that everyone has room to grow and set the tone for ongoing professional development. See our examples of manager feedback.
  2. Solicit employee feedback: An anonymous employee feedback tool like Officevibe gives people the space to share their honest thoughts, ideas, questions, or concerns. It sparks conversations that wouldn’t happen otherwise.
  3. Put feedback into practice: Apply the insights you gather from employees into the day-to-day functioning of the team. When people see that you accept feedback openly, they’ll be more likely to do the same.
  4. Get your team members involved: Involve employees in the ongoing development of work processes and ask for their ideas on how you can improve as a team. Make it clear that everyone’s voice counts.
Screenshot of an anonymous message in Officevibe
Collect and respond to anonymous employee feedback with Officevibe.

Providing feedback is at the heart of great leadership

It might be challenging, but offering feedback is a part of people management — and that includes the occasional constructive criticism. When you’re committed to employee development, the person receiving your feedback will see that you’re coming from a good place.

Use the tips outlined in this article to give tough feedback in a more constructive way.

It’s that time of year again: annual performance reviews.  

This can be a stressful time for both people managers and employees. For people managers, it’s a ton of preparation work. And for employees, it’s quite nerve-racking to discuss their performance.  
 
While it’s not always easy, feedback and career conversations are crucial for growth. But should they only take place once a year? By the end of this article, you should have a better idea of what type of review cycle is best for your company — and clear ways to get you there.  

Top 7 annual performance review mistakes

If you’re only doing performance reviews once a year, there’s a lot of pressure to get it right. Today, most HR experts would suggest regular, constructive feedback sessions. Big companies like GE, Adobe, Accenture, and Netflix have caught onto the problems with annual performance reviews and dropped them altogether. 

But we’ll let you decide what works best for your company. Whether you want guidance to improve your current process or build a case for revamping it altogether, here are seven performance review mistakes you need to know about.

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1. Putting in zero effort

The most common mistake employers make in performance reviews is insufficient preparation. 

Oftentimes, performance review prep comes secondary to other, “more important” work — a quick, side-of-desk task to touch between meetings.  

Sometimes, people managers just don’t realize the importance of performance reviews and insufficient preparation is a symptom of inadequate training for reviewers. Or, they understand the importance, but think they can get by with little effort.  

But here’s the thing: people managers set the precedent for improvement. If they don’t put in the effort to review their team, their team won’t put the effort in to improve. 

This is why we recommend frequent performance check-ins with your team members: it’s much easier! It requires way less prep because you don’t have to dig through documents to remember their work from 11 months ago. You don’t have to worry about a lack of specificity or irrelevant feedback. Instead, you can have a short session on their most recent work — and set short, actionable goals for the upcoming months.  

2. Falling for the Recency Effect 

As we touched on above, another annual performance review mistake is basing your assessment only on recent work. It’s very common because we’re human — and recent events are the most memorable. This is called the Recency Effect.

Try this quick experiment to see what we mean: 

  • Have someone recite a list of 10-15 words to you. Which words do you remember? 
  • Notice that the last group of words received stands out to you the most.
  • Notice that the first group of words recited stands out to you more than the words in the middle (this is called the Primacy Effect)

While it’s natural to fall for the Recency Effect, it’s not exactly fair to your employees. So, as a people manager, you should take note of your team’s accomplishments throughout the year to prepare for your annual reviews. Or, have frequent feedback sessions — perhaps once a month or quarter. 

Imagine only watching the beginning and the end of a movie. You might get a general idea about what’s going on, but you would have missed the entire plot. So, how can you rate it properly? 

Many say this is why performance reviews don’t work. A lot can happen in 12 months, which makes it very easy to overlook great performance  

3. Focusing solely on negatives

As the saying goes: People have a habit of becoming what you encourage them to be, not what you nag them to be. 

The purpose of performance reviews is to motivate your employees just as much as it is to offer constructive criticism. Ignoring achievements and contributions is a quick way to de-motivate your people. But then again, don't just give a compliment for the sake of giving one. 

A tip for offering meaningful positive feedback? Avoid empty compliments. Here’s what not to say in a performance review: 

  • “Overall, you are doing great.” 
  • “I like the work you did on that project.” 
  • “You are an asset to the team.” 
  • “We appreciate all that you do.” 

 Instead, qualify your statements. Use specific employee feedback examples

  • “I really like the way you handled ‘X issue’ on your last project. It showed great leadership skills.” 
  • “Your idea to add ‘X’ to the project really helped it take off. You have great creative input.” 
  • “I noticed you’ve been staying extra hours during our production period and I want you to know it’s really appreciated. Your dedication means a lot to us.” 

Because our brains are trained to latch on to negative feedback, make sure that the positive feedback you are offering has ample weight. This clarity will also help reinforce desired behaviors. There are also ways to do deliver negative feedback without de-motivating your employees

Another way to boost motivation? Using this review to look ahead, not just reflect. 

UCLA professor of management, Sam Culbert, believes that annual performance reviews can be very damaging, which is why he developed the concept of Performance Preview, a more positive approach to reviews: 

A forward thinking discussion whereby both parties discuss their assignments and responsibilities for achieving success in the coming year or period.

Sam Culbert

Think of it like driving. There are moments when you need to look in the rearview mirror. But more importantly, you should look ahead at what's in front of you. 

4. Involving the wrong people

Another common performance review mistake is involving the wrong people.  

Yes, a senior leader may see employees’ work from afar, but they don’t see their day-to-day performance. And they’re likely not documenting performance throughout the year.  

In order to provide a fair review, all work deserves to be noticed. 

You wouldn’t ask a movie critic to review a film if they’ve only watched a trailer, so how can a senior supervisor or leader review an employee with whom they have so little daily contact? 

The employee will also feel they were assessed fairly if the review is conducted by a leader who works closely with them. And that’s incredibly important for keeping them engaged and motivated to perform their best. 

5. Surprising your employees 

Performance reviews shouldn’t be a surprise to your team. It’s important to let them know when it’ll happen and what you’ll cover.  

Here's why: 

  • It allows them to mentally prepare for an important conversation 
  • It gives them time to prepare notes and proof points regarding their work 
  • It shows that you’re taking time to prepare and value their contributions and growth

The meeting invite is also a great opportunity to set the tone and invite collaboration. Here’s an example: 

I look forward to meeting with you one-on-one to talk about your year. I’ll have some notes prepared but mostly I'd like to hear what you have to say!

Not including employee input could start you off on the wrong foot. Making this a collaborative, inclusive process right from the meeting invite sets a positive tone for the upcoming conversation. 

6. Tying salary bumps to the review

Basing pay bumps on performance reviews is a common mistake employers make in performance reviews. However, it can wind up hurting the culture of your company. It's explained well in this article:

“Performance reviews that are tied to compensation create a blame-oriented culture. It’s well known that they reinforce hierarchy, undermine collegiality, work against cooperative problem solving, discourage straight talk, and too easily become politicized. They’re self-defeating and demoralizing for all concerned.” 

Tying the review to compensation pushes the real meaning of the review to the backburner and makes it prominently about money. 

Ultimately, a review is meant to discuss the performance of the employee, not their salary. But with this approach, it’s likely that the employee will be focused on whether or not they’ll get a raise — not how they can bring more value to the company.  

7. Skipping a review altogether

Another problem with annual performance reviews? Sometimes, they don’t happen. And failure to discuss career goals is the biggest mistake of all. But sadly, it happens quite often. 

If your performance reviews happen annually, there’s a lot of pressure on people managers to get it done and get it done right. Shifting to frequent one-on-ones makes the whole process less overwhelming — for both parties.  

In this article, Russ Laraway, HR leader and author, shares that:

Career conversations — deep, meaningful dialogue coupled with action plans around measurable goals — go a long way in keeping [employees] around for longer.

Russ Laraway

The idea is to keep the communication flowing regularly. Not once a year. And especially not never.

Why performance reviews don’t work 

Work can get busy — and sometimes it may feel like you’re always one step behind — but feedback needs to happen regularly. It’s the bloodline of the workplace. 

What takes place in these sessions is connection and communication. Two values that all organizations unquestionably need to succeed. 

You may think: 

  • “There’s nothing important to go over with them right now. They’re doing fine.” 
  • “It’s too busy. We need to focus on getting work done.” 
  • “My employees know I have an open-door policy, if they want to talk they can come to me." 

But part of being a good manager is encouraging these conversations regularly, even if there isn’t anything “big” to discuss. 

Whether it’s to go over some challenges, give praise for great work, or just catch up on how it’s been going — take time to make your employee feel seen, heard, supported, and valued.  

Key takeaways

  • Come prepared to your employees’ performance reviews 
  • Give well-balanced reviews, not just assessments of recent work 
  • Offer recognition and praise in addition to constructive feedback 
  • Don't forget to look ahead and focus on new objectives for the year to come  
  • Tell your employees when reviews are happening and how to prepare 
  • Choose the right leader to conduct the performance reviews 
  • Avoid tying raises and promotions with performance reviews 
  • Prioritize performance reviews — don’t skip them! 
  • Annual reviews should be supplemented by regular feedback sessions  

While it's important to avoid these common mistakes employers make in performance reviews, we recommend the more modern approach: regular 1:1 feedback and career conversations with your team members. Building these habits will make you and your team more comfortable — and excited — to explore next steps in their development and contributions to the company.

Now, we gotta ask: What are your thoughts on annual performance reviews?

Helping your team members set goals is a key part of driving employee engagement, boosting team performance, and helping your employees reach their full potential. But how to do that can feel like a question mark. What’s the most efficient process for employee goal setting? What’s the best goal-setting framework? How do you monitor employees' progress and ensure they hit their targets?

These simple, straightforward, and researched employee goal-setting frameworks will set you and your employees up for success during the entire process.

What is a goal-setting framework and why should you use it?

A goal-setting framework is a scheme that helps you put in place goals and guides you to reach them successfully. In a professional context, goal-setting frameworks allow employees, managers, and the broader organization to row in the same direction toward common business goals.

Employee goal setting is a must for a number of reasons:

  • It improves team alignment. When you work with your employees to set individual goals that feed into your team’s objectives, it gets everyone moving along the same path.
  • It creates a vision for the future. A goal-setting framework provides a clear vision of where they’re headed and the autonomy to figure out how to get there boosts employees’ sense of purpose.
  • It strengthens employee engagement. Having a career goal to work toward that feels meaningful keeps employees engaged and productive in accomplishing their work.
  • It boosts employee retention. When you’re invested in their professional growth, employees have the opportunities and support that keep them around.

The best employee goal-setting frameworks

There's no one-size-fits-all when it comes to goal-setting frameworks. Each of the theories listed below has its benefits and drawbacks, and you may find it useful to use concepts from each in your goal-planning process.

If you're not sure where to start, try the one that speaks the most to you first, and take it from there.

1. OKRs

The objectives and key results goal-setting framework, or OKRs for short, stemmed from Peter Drucker's famous Management by Objectives ideology. In the 1970s, the then-CEO at Intel, Andy Grove, expanded on the concept by adding a key results component to it. The idea was that tying objectives to measurable key performance indicators (KPIs) kept employees accountable for keeping track of and reaching their goals.

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Did you know? OKRs completely transformed Google when the framework was introduced to the company in the late 1990s. With just a dozen employees at the time, setting measurable goals spurred rapid business growth and innovation, and ultimately contributed to Google's world-renown culture.

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OKRs have helped lead us to 10x growth, many times over. They've helped make our crazily bold mission of 'organizing the world's information' perhaps even achievable. They've kept me and the rest of the company on time and on track when it mattered the most.

Larry Page, Co-founder of Google and CEO of Alphabet

OKRs are still all the rage, even 50 years later, because they offer a simple, yet a global way of looking at goal setting. With this framework, it's not just about the end objective, but also about the smaller steps — or measurable and trackable key results — you need to get there.

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How to write OKRs (with an example)

As the name suggests, writing an OKR starts with identifying your primary objective followed by the key results you will use to measure your success.

A simple template to follow is: "I will [objective] as measured by [key result]."

Example: I will improve our product's social proof next quarter, as measured by 8 new client success stories, 5 new testimonials on our website, and a 4+ star rating on G2.

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2. SMART goals

The SMART goal framework was created by George T. Doran in his 1981 paper, "There's a S.M.A.R.T. Way to Write Management's Goals and Objectives." And hasn't evolved much since. The premise of this goal-setting technique lies in its easy-to-remember acronym:

  • Specific: What end result are you looking to achieve? Is it specifically defined?
  • Measurable: Can you measure the success of this goal with data? How will you measure it?
  • Attainable: Is this a realistic goal to set? Do you have what it takes (resources, knowledge, skills, support) to achieve success?
  • Relevant: Is this goal aligned with your team and the company's broader objectives? Will it bring relevant value to your organization?
  • Timely or time-bound: When do you plan to achieve this goal? Is it the right time to do so?

By answering these questions and ticking off each letter of the SMART goals acronym, employees can easily come up with challenging, yet realistic goals. This makes the process of setting goals less daunting for everyone involved.

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Check out our best SMART employee goal-setting examples if you’re looking for inspiration.

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While this framework offers a great tool for employees to set clear goals, we're starting to see its flaws. For one, SMART goals — no matter how well defined — are sometimes hard to reach. That’s because they focus on the desired end result without offering guidance on how to get there. Can the broader objective be broken down into smaller bite-sized milestones? What does the journey toward the ultimate goal look like? With SMART goals, you may have trouble identifying that.

3. Locke and Latham's 5 principles

Locke and Latham's goal-setting framework took the flaws found in SMART goals and expanded on them. Created by Dr. Edwin Locke and Dr. Gary Latham through years of research, this theory is all about closing the gap between goal setting and goal getting. But how did they do this?

First, Locke and Latham uncovered that difficult or challenging goals make for more productive results. For example, telling someone to aim for a 10% increase in last year's conversion rate is more likely to yield positive results than simply telling them "do your best."

They then went on to identify five key goal-setting elements to consider if you want to boost your chances of achieving your objectives:

  1. Clarity: This part works hand-in-hand with the SMART framework and is all about setting goals that are clear and direct. Avoiding ambiguity is the first step to reaching success.
  2. Challenge: It's important to find the right balance between setting a goal that is challenging enough, yet still attainable. Overdo it and you might overwhelm employees; underdo it and you risk losing their motivation.
  3. Commitment: Getting employees to concretely commit to their goals ensures accountability. And if they have agency in setting their goals, they'll be even more likely to stick to them.
  4. Feedback: Goals are most effective when you leave room for an iterative process. That's why it's vital to define measurable goals that allow you to keep track of your own progress, and also invite feedback from your trusted peers.
  5. Task complexity: Overly complex goals often turn into missed goals because they spread employees thin and cause them to feel overwhelmed. To get around task complexity, encourage your team to break goals down into smaller tasks and allot enough time to get the job done.

The overarching theme in this goal-setting framework is that prioritizing motivation and intention leads to better outcomes. And when it comes to setting goals, being able to achieve them is the most important piece to the puzzle.

4. BHAG

BHAG stands for "Big hairy audacious goals" and was coined by Jim Collins and Jerry Porras in their book Built to Last: Successful Habits of Visionary Companies. The amusingly-named framework centers on the idea that every great company must have at least one big, hairy, audacious goal that rallies its people together and gets them excited about what's to come.

The best BHAGs require both building for the long term AND exuding a relentless sense of urgency: What do we need to do today, with monomaniacal focus, and tomorrow, and the next day, to defy the probabilities and ultimately achieve our BHAG?

Jim Collins, Co-founder of the BHAG framework

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Famous BHAG examples

  1. President Kennedy committed the United States to "landing a man on the moon and returning him safely to earth."
  2. Microsoft set the goal of "putting a computer on every desk in every home."
  3. General Electric set out to "become the #1 or #2 in every market [they] serve and revolutionize [the] company to have the speed and agility of a small enterprise."

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What do all of these examples have in common? They're bold, compelling, and easy to grasp. And if you know these stories well, you know each of these big hairy audacious goals was achieved in due time.

If it's realistic to achieve your goal in a quarter or even a year, you're not thinking big enough. While this framework is great at pushing the company forward, it's less ideal for individual or team goal setting. That's because audacious goals require long timelines and a huge collective effort.

5. Goal pyramid

The goal pyramid is a tiered goals framework and can be looked at in two ways: top-down, focusing on the "why" and bottom-up, focusing on the "how." The main purpose of this method is to take an overarching goal, such as your business's mission, and tie it back to increasingly smaller and digestible steps.

The goal pyramid features these key layers, arranged from broadest to most precise:

  • Mission: What is your organization's long-term, overarching objective or raison d'être? What is the end goal of the entire team's collective effort? What global goal are you contributing to day-in-day-out?
  • Project: What are the key strategies and projects you need to deliver to bring your team one step closer to its mission? What skills and resources are needed to reach medium milestones? Who do you need to collaborate with to get the job done?
  • Task: How can projects be broken down into smaller tasks and initiatives? Who will lead each task and when will they aim to complete them by?
  • Subtask: Finally, we arrive at the minutiae. What are the things that need to happen on the daily to make sure you stay on track to achieve your annual, quarterly, and monthly goals?

Approaching the goal pyramid from the top down can also be seen as setting backward goals. In other words, start with your company objectives and build out a solid plan to get there.

Using this framework is a great way to build alignment across your organization as it helps everyone make a clear connection between their individual contributions and the ultimate success of a company.

Best practices to follow when setting goals with employees

Now that we've covered the goal-setting frameworks you can use with your team, we'll cover some best practices to follow so you don't have to start from scratch.

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By following tried and true employee goal-setting tips, you can simplify the process and take some of the load off your shoulders. These tips will save you time and keep your goal-setting strategy consistent across the board.

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Get clear on your team and organizational goals

You can’t tie individual employee goals to the overarching goal if you don’t know what that bigger picture is. That’s why, before you meet with your employee and jump into the individual goal-setting process, it’s important to get clear on your broad objectives. That means understanding your team goals and the business objectives they feed into.

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Goal-setting questions for managers:

  • What are the goals my team is working towards?
  • What business goal is our organization as a whole working towards?
  • How does this individual team member’s role and responsibilities fit into those team and organizational goals?

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Being clear on where your team is headed from the get-go helps you set employee goals that both help them get to where they want to go and help your team reach their desired destination.

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🎯 Learn how to define realistic objectives that align with company strategy and your employees’ strengths with our complete goal-setting guide.

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Get to know your employee’s strengths

For goal setting to be effective, the goals you set with your employees need to play to each individual employee’s strengths. So, part of the process is sitting down with your people and getting to know who they are and where they excel.

Schedule a one-on-one meeting and have a conversation with your employee about their role within the team, their skill set (both hard and soft skills), and the areas they’re excited to explore and develop.

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Pro-tip: To make the most out of your sit down, ask your team members to prepare for your meeting by doing a self-reflection on their strengths. Set this as a talking point in your goal-setting meeting agenda.

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Employee goal-setting questions:

  • What motivates you the most at work?
  • How have you contributed to reaching the team’s objectives?
  • How would you like to use your strengths in the future?
  • Who do you want to be in 5 years?

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Talking through your employee’s self-reflection exercise can help you gain a deeper understanding of how they view their work and their contributions to the team. And this will be a major help during the goal-setting process.

Collaborate with your employees to set goals

Once you’ve wrapped your head around your employees’ strengths, it’s time to jump into setting goals. Keep the number of goals you set manageable, and aim for no more than three goals. You also want to find a balance between goals that are directly related to team objectives (performance goals) and those geared more toward developing their expertise (development goals).

Once you and your employee have settled on the right goals to pursue, have a conversation about what they’ll need to achieve them. This could mean specific tools, resources, or support from their peers or leadership team. Create an action plan and delegate tasks to get them started and set them up for success.

Coach your employee along the way

Now your employee has goals they’re working towards. And as a manager, your goal should be to help them achieve their goals. That means you’ll need to provide support and coaching along the way. How you coach and support your employee in reaching their set goal will depend on the employee and the goal, but it’s important to make sure they feel supported.

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For example, if your employee’s goal is to close a big client, offer to sit in on their next product demo or practice pitch and give them notes on how they can improve and close more sales. If their goal is to land a big promotion, schedule a meeting to give them more insights on the role and what they need to do to get there.

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The more you coach and support your employee as they work towards their goal, the more likely it is they’ll hit that key result. And that’s when the employee goal-setting exercise becomes a success — both for them and for your team.

Schedule regular one-on-one meetings to track goal progress

You want to stay on top of how your employee is doing, how they’re progressing toward their goals, and whether those goals need to be tweaked, changed, or adjusted. Schedule regular one-on-one meetings to help set smaller action items toward employee goals and track their progress.

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Questions to monitor employee goal progress:

  • As things stand, do you think you will be able to achieve your goal? Why?
  • Do you need my help identifying which actions could help you achieve your goals?
  • Do you need to have a clearer picture of how your individual goals allow us to attain our goals as a team or a company?
  • Do you sometimes feel bored or unchallenged at work? If so, would you like your goals to be revised so that they’re more challenging?

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What to do if goals aren’t met

Even when employees have clear goals and are motivated to hit them, they may encounter challenges that prevent them from hitting the mark. This can be a disappointing experience — both for them as an employee and for you as a manager.

The best thing to do in this situation is to get to the root of what went wrong. That way, you can both learn from the experience, and figure out the best way to move forward.

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Questions to ask when goals aren’t met:

  • Was there a problem with the goal itself (timeframe, specificity, etc.)?
  • Was there something you were missing to achieve your goal (resource, tool, support)?
  • Is there anything that I could have helped with or that I should know?
  • Is the goal still relevant and attainable if we alter the scope/timeline?
  • How do you see us proceeding forward from here?

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sking open-ended one-on-one questions will create a safe, non-judgmental space for employees to share what prevented them from hitting their goal — and things you as a manager may have missed. Once you’ve had a conversation about what didn’t work, you can work together to figure out what might work better, and create a plan for how to move forward.

Use goal setting to empower your employees

When employees work towards the right goals, it drives engagement and performance. And there’s no need to stress over the goal-planning process when you follow a clear and straightforward framework.

If you want to go the extra mile, you can't go wrong with using a goal-setting sidekick like Officevibe. Its dedicated goals and OKRs tool helps you set, track, and centralize goals with each team member, so you can aim for success month over month and year over year.

One-on-one meetings keep you connected with your people and give you a pulse on the work your team is generating. But maintaining streamlined and efficient processes can be difficult, particularly when having crucial discussions with several direct reports on a weekly or monthly basis.

With an agenda for each meeting, you cover the right talking points, follow up on action items, and create continuity from one conversation to the next. It goes without saying, the right one-on-one meeting template will help make every conversation focused and productive.

Next time you have a one-on-one meeting with a team member, make use of our meeting agenda templates, which cover more than 15 different one-on-one scenarios. These are designed to help you and your team member gain a clear and shared understanding of the next steps to take.

What is the purpose of a one-on-one meeting?

The practical purposes of one-on-one meetings include everything from getting status updates on employees’ priorities and deliverables to removing blockers and planning what’s coming up. But they can also be a moment to tackle difficult conversations, exchange feedback, discuss a direct report's career goals, and much more.

Having regular one-on-one meetings provides many benefits and helps managers:

  • See the bigger picture
  • Detect and prevent potential conflict
  • Manage up with senior managers more effectively
  • Acknowledge accomplishments
  • Support employee career development
  • Make conversations on performance management a positive experience

Ultimately, the purpose of one-on-one meetings is to maintain ongoing communication with each member of your team. Better one-on-one conversations with your direct reports can help drive employee engagement, career development, and team alignment. This can be done well with the right human touch, even if happening over video calls instead of in a conference room.

Having a one-on-one agenda helps you plan, think out discussion points in advance, and not miss any pressing issues, making one-on-one conversations flow. Coming to a meeting prepared shows your employees you care and builds trust and rapport.

What should you discuss in a one-on-one conversation?

During a one-on-one meeting, it is important to remember that the meeting is primarily for the employee's benefit, rather than the manager's. While managers may guide and contribute to topics discussed, the focus should be on the employee's goals and needs. These meetings can cover a wide range of topics, from task management to personal life and job satisfaction, and should be used to build rapport and achieve mutual goals.

Whether you’re following up on an action item you set in your last meeting, preparing for performance reviews, or giving constructive feedback to your direct reports, a clear plan and agenda can help to make the conversation more efficient. Plus, allowing the employee to contribute to the agenda can boost their engagement and participation in the meeting.

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A shared meeting agenda, where managers and employees can collaborate on talking points throughout the week, ensures everyone is on the same page before the meeting. A one-on-one software like Officevibe provides you with customizable meeting templates that help you do just that.

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Ultimately, however you choose to go about your one-on-ones, preparing ahead of time offers an opportunity for everyone to have a more productive and smooth conversation during their one-on-one meeting.

One-on-one meeting agenda templates

One-on-one meetings are how you stay connected with each direct report and build alignment across your team. No matter how the context changes week to week, having a meeting agenda template to structure the conversation helps you cover the most important topics, guides you through the meeting, and sets action items that lead to tangible outcomes.

Setting yourself up with a one-on-one meeting agenda template can save you a lot of time in the long run. The same idea applies to team meetings, too.

Classic one-on-one meeting template

When you meet regularly, as you should with one-on-ones, it may be challenging to know what to discuss. However, the great thing about weekly or bi-weekly meetings is how just a few questions can drive great conversations, based on the past week and week ahead, and help set top priorities. We’ve compiled these questions and created a classic one-on-one meeting template with talking points to bring up during your meeting, which is great for weekly, monthly, and even remote one-on-one meetings.

Regular one-on-ones are a time for leaders and their team members to have a meaningful touchpoint. This 30-minute, short version of “the classic” is designed for leaders short on time who want to discuss the most critical topics while taking a pulse and making sure their direct reports are on the right track.

Classic one-on-one meeting template
Click to download a free printable PDF version of the classic one-on-one meeting template

1. Informal check-in (5 minutes)

This meeting might be a monthly or a more frequent touchpoint to talk about the day-to-day work. Start the conversation off with a warm tone. Especially when you’re working remotely, it’s important to check in and maintain connections with employees while also not derailing the agenda. Ask your direct report what they got up to over the weekend, or what they’re most looking forward to in the next month.

2. Recent work recap (10 minutes)

These segments are also referred to as status updates. Let your team members lead the discussion and aim to keep this part positive. Find opportunities to give words of recognition and express that you appreciate their hard work, as it's important that employees feel valued.

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Talking point prompts:

  • Can you share a recent example of a work situation in which you thrived? What were the key components that led to your success?
  • Describe a recent work situation where you felt you were at your best professionally.
  • What skills or actions enabled you to obtain your goal?

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3. Upcoming work preparation (10 minutes)

Look ahead together and mitigate any risks or blockers to your team member’s success in their upcoming work. With the context of their recent accomplishments still top of mind, you can also give feedback that applies to what they’ll be working on next.

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Talking point prompts:

  • As things stand, do you think the team will be able to achieve our goal? Why?
  • In your opinion, is your workload reasonable? If it isn’t, can you suggest solutions that we could implement together to address the problem?
  • What is your understanding of what is expected of you and your work in our current remote work context?

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

Highlight the key takeaways of your discussion and set 2 or 3 action items together.

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Talking point prompts:

  • What are the main points you got out of our conversation?
  • Is there anything we haven’t covered that you’d like to discuss?

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Pro-tip: If you don’t have enough free time for weekly or bi-weekly one-on-ones in your schedule, a good practice is to schedule a meeting every month with each employee. Monthly one-on-ones help busy managers retain the good habit of having regular touchpoints while also providing a great opportunity to look back at how the past weeks have been. Use the long version of the classic template to structure and guide your monthly one-on-one meetings.

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Goal setting one-on-one meeting template

One-on-one meetings are an opportune time to set professional goals for career development. Both managers and direct reports know that individual professional goals are part of the success of the entire organization. The one-on-one "goal-setting" meeting template has questions to guide a conversation that will get every employee thinking about a goal they want to achieve. It's ideal for:

  • Quarterly individual and team performance reviews
  • OKR goal-setting meetings
  • Career development touchpoints
  • Role transition plans
Goal setting one-on-one meeting template
Click to download a free printable PDF version of the one-on-one meeting template for goal setting

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

Have your direct report reflect ahead on their skill sets and strengths, and how they might leverage these in their work.

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Self-reflection prompts:

  • What motivates you the most at work?
  • What is one skill that is harder for you that you could work on?
  • How would you like to use your strengths in the future?

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

Aim to set 2 or 3 goals with your employee and balance performance goals with development goals. Beyond setting employee goals, be sure to discuss how your team member can achieve them, and what support they’ll need.

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Talking point prompts:

  • What new knowledge would you need to obtain to achieve your goal more easily? How could you acquire it?
  • Do you have sufficient resources (IT, human, budgetary, material or others) to pursue your goal?
  • Do you need to have a clearer picture of how your individual goals allow us to attain our goals as a team or a company?

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

How can you and your employee make strides toward accomplishing these long-term goals? How can you equip them to succeed? Set a few smaller action items together, and add them as talking points in your next one-on-one meeting agenda.

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Officevibe's one-on-one software helps you follow up on every action item with meeting notes that carry over from week to week.

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Difficult conversation one-on-one meeting template

Not all one-on-one meetings are routine, where you set priorities, give constructive feedback, and celebrate wins. Sometimes, one-on-ones are called to address a specific team member’s actions or attitudes and should be handled differently.

Our one-on-one "difficult conversation" meeting template includes extra guidance on preparing for a difficult or sensitive conversation with an employee. It has talking points with a few tips to structure the conversation to ensure a well-rounded discussion and positive outcome. This one's best for conversations around:

Difficult Conversation one-on-one meeting template
Click to download a free printable PDF version of the one-on-one agenda template for difficult conversations

1. Establish the objective (5 minutes)

Give visibility on what you’d like to discuss by setting talking points ahead, and start the difficult conversation with the employee by establishing a common objective. Do you want to give feedback, understand your team member’s perspectives, or plan a solution to a problem? State your intentions clearly and give the employee a chance to do the same.

2. State the issue and its implications (5 minutes)

Get straight to the point and focus on the facts when you’re having a one-on-one with a difficult employee. What is the issue, what is its impact, and what are the potential consequences? Whether you’re addressing problematic employee behavior or giving negative feedback, remember you can be both clear and compassionate at the same time.

Giving any kind of feedback to employees can be challenging, but it is a necessary part of being a manager. When delivered effectively, negative feedback can be constructive and help employees grow and improve their performance. However, if done poorly, it can have a demotivating effect on employees.

To provide constructive feedback without demotivating employees, it's important to be specific, use an encouraging tone, focus on behavior and not personality, and provide actionable steps for improvement. It is also important to give enough feedback so that direct reports have a clear understanding of the big picture.

3. Listen to what the employee has to say (10 minutes)

Allow time for your direct report to express themselves, ask a question, or share their plan for moving forward. You can ask open-ended questions to encourage them to share their perspective and reflect on the situation.

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One-on-one meeting questions to ask your employee:

  • Why is it important to resolve this situation?
  • What’s at stake if we don’t resolve it?
  • How could you do things differently?

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4. Check in and set action items (10 minutes)

Especially when you’re addressing more sensitive issues, you want to take the time to check in and establish the next steps at the end of your conversation. Ask your employee how they’re feeling and what they’re taking from the discussion. Set your top priorities so you’re both clear on expectations as you advance.

Additional one-on-one meeting templates for different scenarios

Understanding the nuances between the different types of meeting agendas, it's clear to see how different scenarios call for different types of preparation. Here are additional examples of specific one-on-one meeting scenarios and their templates:

  • First one-on-one meeting: This is a meeting between a manager and a new employee. This meeting is an opportunity for managers to get to know their direct reports, set expectations, and build rapport. The discussion may include topics such as the employee's background, work history, and goals, as well as their thoughts on the company's compensation philosophy, culture, and role within the team.
  • Year-end retrospective: This meeting is an annual review typically held at the end of the year and is an opportunity to look back on an individual team member's or the team's achievements and challenges over the past 12 months. The discussion may include reviewing goals set at the beginning of the year, analyzing what went well and what didn't, and identifying opportunities for improvement in the future.
  • Building trust with your team: Trust is a crucial element in any successful team, and this meeting focuses on strengthening that bond between a manager and their employees. The discussion may include ways to foster open communication, establish clear expectations, and create a culture of respect and accountability.
  • Psychological safety discussion: This meeting is focused on creating a safe and inclusive workplace where employees feel comfortable sharing their thoughts and ideas without fear of retribution. The discussion may include topics such as the importance of psychological safety, identifying potential barriers to it, and strategies for improving it within the team.
  • Signs of stress discussion: This meeting is focused on recognizing and addressing signs of stress in the workplace. The discussion may include identifying common stressors, discussing the impact of stress on employee well-being and performance, addressing the past week's difficulties, and brainstorming strategies to mitigate stress and create a healthier work environment.
  • Team spirit chat: This meeting is designed to assess and improve team culture and morale, and to foster positive and collaborative team dynamics. The discussion may include topics such as team-building activities, recognizing and celebrating team successes, identifying and addressing team challenges, and brainstorming ideas to improve team culture and cohesion.

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Officevibe has over 45 one-on-one meeting templates made by our experts to help. Use them to guide your next conversation to build confidence as a leader and better rapport with your employee.

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One-on-one meeting questions for managers and direct reports

One-on-one meetings are an essential tool for building relationships, developing career paths, fostering communication, and improving team culture. To make the most of these meetings, it's important to come prepared with relevant questions that help facilitate constructive discussions. Here are some questions managers and employees can ask each other during one-on-one meetings:

For managers:

  • What can I do to better support you in your role?
  • What are your career goals and how can I help you achieve them?
  • How do you prefer to receive feedback?
  • What projects are you most excited about right now?
  • What challenges are you facing in your work, and how can we work together to overcome them?
  • Is there anything you'd like me to do differently as your manager?
  • What resources or support do you need to succeed in your job?
  • Is there anything you'd like to see me do differently as a manager?

For employees:

  • What are your expectations for me as your employee?
  • How can we better align my role with my career goals?
  • Where do you see my role evolving?
  • What skills do you think I need to develop to advance in my role?
  • When’s the best time to get feedback on [project name]?
  • What do you think of my contribution to team meetings?
  • How can I better support you?
  • What do you think should be my priorities for the next quarter?

Such questions help all parties involved gain a better understanding of each other's perspectives, identify areas for mutual improvement, and build stronger relationships.

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For more inspiration, take a peek at our 50 useful one-on-one meeting questions. You won't run out of things to say!

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Empower and improve one-on-one meetings with Officevibe

Officevibe's one-on-one meeting tool helps you have better conversations with your employees. Whether it’s your first meeting with a new employee, or a goal-setting session for the upcoming quarter, having your own templates on hand will bring confidence to any meeting scenario.

The best managers come prepared and ready. Show up equipped for your next meeting — keep track of meeting outcomes with one-on-one agenda templates, wrap-up notes, and action item features, all of which are always accessible to managers and the direct reports involved. And remember: the same principles can apply to team meetings, too!

One-on-one meeting template FAQ

What is a one-on-one meeting template?

A one-on-one meeting template is a pre-designed outline or structure that managers can use to guide conversations during one-on-one meetings with their employees. The template usually includes a list of topics and questions that helps managers and team members stay focused and productive during the meeting.

How often should managers schedule one-on-one meetings?

Managers should schedule one-on-one meetings regularly, ideally every week or every two weeks. The frequency of the meetings may depend on factors such as team size, employee needs, and workload.

How do you schedule one-on-one meetings?

To schedule a one-on-one meeting, managers should send a calendar invite to the employee with the date, time, and location of the meeting. The invite should also include a brief description of the meeting's purpose and an agenda outlining the topics that will be discussed.

What should you include in your one-on-one meeting agenda?

A one-on-one meeting agenda should include various topics related to the employee's work, such as progress updates, goal setting, feedback, and concerns. It's important to include a mix of tactical and strategic items in the agenda to ensure that both short-term and long-term goals are being addressed.

Additionally, it's essential to leave room for open discussions and any topics that either party wishes to bring up during the meeting.

Building strong relationships with your team members and gaining a deep understanding of their unique challenges and aspirations is essential. Central to this process is the continuous exchange of meaningful conversations, some of which may require careful planning and personalized attention.

In this article, you'll find a collection of 15 manager email examples designed to help you improve communication and navigate performance expectations with your employees. You can use them straightforwardly as templates, or extract their full value by seeing them as versatile preparation guides for any type of interaction.

As extra support, we also provided preliminary notes alongside each template, offering guidance on language, clarity, and tone so you can handle every situation with ease and effective communication. We're sure you'll find a great sample email to employee to improve performance.

The importance of transparent communication for employee performance management

Unlocking the power of effective communication is at the core of successful performance management. It's the catalyst for driving individual and team excellence and building an effective performance improvement plan as great communication fosters clarity, productivity, and strong relationships.

  • Facilitates clarity and understanding: Effective communication plays a pivotal role in performance management by providing a clear framework for defining performance standards to meet expectations, delivering constructive feedback, and setting meaningful performance goals. It creates a shared understanding that drives individual and team success.
  • Fosters productivity: When communication practices are optimized, they contribute to increased productivity. By effectively conveying roles, responsibilities, and how to meet performance standards to reach expectations, employees gain a clear sense of purpose and direction, enabling them to work more efficiently and contribute their best efforts toward organizational goals.
  • Enhances relationships: Strong relationships between managers and employees are built on effective communication. Open and transparent dialogue fosters trust, understanding, and mutual respect, creating a positive and collaborative workplace environment. These connections lay the foundation for a motivated and engaged team that thrives together.

⭐️ The foundation of healthy work dynamics is healthy communication. And positive work environments foster better employee engagement. From trust building, to active listening, to being clear on expectations, read our tips to boost communication.

The significance of emails as a formal communication tool in the workplace

From providing a formal record and enabling asynchronous communication to offering a broad reach, emails play a vital role in promoting accountability, facilitating thoughtful exchanges, and efficiently sharing information within teams and organizations.

  • Provide a formal record: Emails serve as a formal document, capturing important conversations and decisions. This not only aids in accountability but also promotes transparency, ensuring that critical information is documented and accessible when needed via their personnel file.
  • Enable asynchronous communication: One of the advantages of emails is their ability to facilitate asynchronous communication (communication that isn't time dependent). Emails allow for messages that don't require immediate responses, giving recipients the time to craft thoughtful replies and contribute to meaningful discussions at their convenience.
  • Broad reach: With the capability to reach multiple recipients simultaneously, emails offer a highly efficient means of disseminating information or updates within a team or even across the entire organization. They ensure that important messages can be shared with the intended audience with the click of a button.

Key elements to include in an email about employee performance

With these templates, you can spend less time and energy thinking about how you want to write your email, and more time on big-picture, productive work.

Just remember, these are mere guidelines to start and respond to conversations. It's important to tweak them based on the individual and context.

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Before you send a formal document, ask yourself:

  • Is this employee more communicative by email, instant message, or in one-on-one conversation?
  • Should this conversation come at the beginning of the day/week, so as to motivate them right away? Or at the end of the day/week, so as to give them time to reflect?
  • Does this employee respond well to directness? Or is a bit of small-talk a good way to warm them up?
  • Does the subject line use language that is fear inducing?

Most importantly: Remember why you hired this employee, and what about them and their work do you find amazing. Keep that front and center in your mind when preparing for a talk.

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Here's what you should include in your email:

  • Clear subject line: Ensure the subject line clearly indicates the purpose of the email, such as "Performance Review" or "Feedback Session."
  • Professional greeting: Begin the email with a respectful and professional greeting, addressing the employee directly.
  • Specific performance feedback: Include specific examples of the employee's work performance, highlighting both positive aspects and areas needing improvement.
  • Actionable steps: Provide clear and actionable next steps that the employee can take to improve their poor performance, as well as your own action items, so that a personalized performance improvement plan can be adhered to.
  • Open-ended invitation: Encourage the employee to ask questions or discuss their performance further, fostering a two-way communication process.
  • Professional closing: Conclude the email on a positive note, offering continued support to the employee as they embark in their employee performance improvement plan.

Email samples to address an employee's poor performance or a performance issue

Addressing poor performance is not something you want to delay. You both want to get to the root cause of what is affecting employee performance and quickly implement solutions to mitigate this problem, as poor performance can have a ripple effect on teams and your company's overall performance. Understanding the "when" and "why" of any employee performance issue will help you tailor the right message.

  • When to send emails about employee's poor performance: Constructive feedback emails should ideally be sent soon after a particular incident or employee performance review period where poor performance was noted. This helps ensure the context is fresh for both you and the employee, making the feedback more relevant and impactful.
  • Why send constructive feedback emails: Remember that everything has to serve a purpose. The primary reason for writing a constructive feedback email is to help improve an employee's performance or behavior. It allows you to express concern about poor performance in a structured, thoughtful manner, providing clear guidance on areas needing improvements and promoting professional growth.

1. When an employee continuously shows up to work tired or lacking energy

Work fatigue or burnout might be caused by outside-work factors, and you don't want to appear too nosey. However, a tired employee (one who lacks energy for a while) cannot work at their optimal capacity, which, as a manager, is your job to fix.

Choose your words wisely to get at the right level of personal interest. And as we'll see, a common refrain will be to express how your door is always open. When writing such emails, ending on a positive note is important.

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Email template:

Hey _______,

I noticed that you seemed a little tired the last few days, is everything okay?

I don't mean to get too personal, but if there is anything going on outside of work that you need time to deal with, just let me know. Your well-being is the priority. Just know that if you ever need to chat about anything, I'm here for you.

[Your name]

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2. When an employee continuously shows up to work late

Consistent tardiness affects can really make a dent on employee performance and it can also be upsetting to their coworkers. That said, you don't want to single anyone out by using language that pits the employee against the team.

Again, express that you're open to hear them out and eager to help. Avoid reproachful words like “unacceptable” and “unfair.”

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Email template:

Hey _______,

I noticed that you've been getting to work late the last few days. I think that might make things difficult for your coworkers who depend on you. Is everything alright?

If there's anything on your mind or anything I can help with, let me know!

Thanks!

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3. When an employee misses too many deadlines

Since employees are typically aware of missed deadlines, there's no need to tiptoe around the issue. It's best to address it directly and honestly, ensuring clear communication and accountability.

If you need to email an employee to improve their poor performance, ask if there's a good reason for missing their deadlines, and be clear you're open to listening to them without judgment. Some times employees miss deadlines because other priorities come up or because the original deadlines are unrealistic. When this happens, let them know they can come to you to reorganize their workloads and timelines to better manage other coworkers' or teams' expectations. But if it's just a general slacking off, let them know that, as a manager, you have a responsibility to fix the situation, and you will.

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Email template:

Hey _______,

How's it going?

I want to discuss your missed deadlines. If there's anything that's been preventing you from focusing and you want to discuss it, I'm all ears and happy to help out in any way I can.

I can always manage your workload and move timelines around to avoid missing deadlines on our priority projects.

Even if it's just a matter of your work motivation levels, know that I am here for you and will help find a solution.

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💡Tip: Remember, the first step to making sure your employees are on the ball when it comes to deadlines is to clearly set and communicate expectations before a task or project. Otherwise, as a manager, you are just as responsible if your employee fails to meet these unclear standards.

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4. When an employee takes too much time off

You want to encourage a good work-life balance but need to be on guard for employees who may take advantage. Still, you never know the reasons behind the absenteeism, so it's important to tread carefully.

Mind your tone and be cautious before jumping to conclusions. Use language that expresses giving them the benefit of the doubt. You won't demand all the details, but if it's a work issue, you must express the importance of them being open with you.

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Email template:

Hey _______,

How's everything going?

You know we encourage work-life balance and are happy to let you take time off. However, from what I've noticed, you've been taking quite a bit of time off.

If there's anything you'd like to talk about, please let me know. I'd be happy to help in any way I can.

Going forward, you'll need to be more present to better support your team. That's how we'll all achieve our goals together!

Thanks!

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5. When an employee demonstrates difficulty in receiving feedback

This email is likely to come after you've had to dish out feedback about poor performance and the employee was not receptive.

While you can't walk back on your negative feedback, you should be mindful and explain that your intention is not to reinforce the criticism, but to convey that it was meant constructively, and that the employee understands this is for their benefit.

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Email template:

Hey _______,

It seemed like my comment earlier didn't land well. I hope there's no misunderstanding. Everything I said was meant to help you grow and become an even better employee. Sometimes feedback is hard to hear but the intention is always with your best interest at heart, to help you improve.

If there's ever anything you'd like to talk about, just let me know! I'm here for you.

Thanks!

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💡Tip: A difficult conversation should really talk place in person. You can give a head's up via email, which can give the employee some time to reflect and prepare. But you should also come prepared, not only with your negative feedback but also with potential solutions.

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6. When an employee has a negative attitude

This might be caused by non-work factors in the office (like personal issues with a colleague), or by circumstances in their private life. Your aim is to let them know their negative attitude might be affecting their work and their colleagues, but not to chastise them. The tone you want here is one of total openness.

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Email template:

Hey _______,

Lately, there has been a noticeable shift in your attitude, which differs from the positive demeanor we're accustomed to. It's concerning to witness any member of my team feeling upset, as negative attitudes can impact the overall team dynamic.

If this is due to something work-related, let's get together and work this out. If it's a personal matter, let me know if and how I can support.

[Your name]

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💡Tip: Employees that have a negative attitude may not respond well to emails. Assess each situation individually and decide whether giving direct feedback on the employee's attitude and behavior during a one-on-one meeting might be more appropriate.

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7. When an employee needs additional training

The goal here is to avoid making the employee feel like they're not good enough. You want to let them know that you're there to help them improve.

The tone is all about encouragement; the language zeroes in on “improvement” and “progress” as opposed to concepts like “falling behind.” And give your employee a heads up that you'll be scheduling regular one-on-one meetings going forward.

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Email template:

Hey _______,

How's everything going?

Your progress so far has been great in many areas. Now here are a few skills that I think you'd benefit from focusing on developing or working on:

[Insert list of skills]

I suggest we schedule a meeting once a week aimed at helping you develop in this/these area(s). I'm sure this way we can get you up to speed.

Thanks!

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💡Tip: New employees, or employees undergoing training for new responsibilities or roles might be in a slightly more vulnerable mindset, and you need to keep this in mind. This is an example where a personal chat will be more encouraging (and less intimidating) than an email.

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Email templates to provide feedback on employee behavior

It's possible to provide feedback through effective emails. The trick is to understand when you should send constructive feedback emails and why they are essential for supporting employees in their growth and to help improve their poor performance. Remember to explain your intention and always end on a positive note. And make sure to loop in human resources to keep a record in their personnel file.

  • When to address your employee's behavior expectations: Timing is, as always, crucial when it comes to addressing inappropriate behavior via email. It's important to send the email promptly after the incident to ensure that the issue is addressed while it's still fresh. Taking immediate action not only helps prevent future occurrences but also sends a clear message that such behavior is not tolerated.
  • Why you should address employee behavior expectations: In situations where an employee's behavior violates company policy, disrupts the work environment, or causes discomfort to others, it is crucial to address it through an official email. By doing so, not only is the incident documented within a formal letter, but it also sets the stage for a serious conversation regarding behavior expectations in the workplace.

8. When an employee overemphasizes their achievements or takes undue credit

You don't want to stifle anyone's brightness, but occasionally some self-promoting or over-confident behaviors of an employee can distract or upset colleagues.

Find the words to show you appreciate their talents and achievements, and that it's only how they express themselves that may be problematic. What's more, always remind them of the collective effort.

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Email template:

Hey _______,

It's been brought to my attention that you may be taking personal credit for the work the whole team is doing.

There's no doubt you're talented and I love your ambition, but the truth is that your work speaks for itself. More importantly, remember that we win as a team and pride collaboration and team dynamics over individual success.

I wonder, do you feel that you are not receiving enough recognition from me as your manager, or from your peers?

I am free to speak about this further if you wish to continue the discussion,

[Your name]

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9. When an employee behaves inappropriately toward a peer

This is a concern that needs to be nipped in the bud. One problem is, there are cultural differences regarding what's friendly and what crosses the line. Know the culture of the employee you're dealing with, but be very clear that your shared office culture comes first. Make sure to provide examples of inappropriate behavior too.

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Email template:

Hey _______,

This is a bit of a sensitive subject, but I wanted to talk with you about something.

Some of your behavior with coworkers is being seen as inappropriate. I know you probably didn't do this intentionally, but we need to make sure that this doesn't happen again.

If you're not sure what it was you did, or why it's inappropriate, let's have a chat and clear up that misunderstanding. Sound good?

[Your name]

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Email examples for when an employee wants to leave or has been fired

Addressing an employee's desire to leave or a teammate's termination with a personal touch shows your genuine care, value for their contributions, and commitment to a supportive work environment. It is important to also prioritize the well-being of your team, who may be affected by a colleague's departure. But make sure to consult with your HR team before sending any emails of this nature.

  • When to address that an employee wants to leave: Addressing an employee's desire to leave or informing the team about a colleague's termination requires prompt attention. Responding immediately not only demonstrates your attentiveness but also conveys the value you place on their input and contributions.
  • Why you should address that an employee wants to leave: By acknowledging their intention promptly, you demonstrate care and value their input. Being proactive allows you to understand their concerns, explore potential solutions, and potentially retain valuable talent or part ways amicably.

10. When an employee wants to quit

A lot of previous templates deal with problems you spot first. But when a good employee decides to leave, it's an opportunity for you, as a manager, to learn something. So definitely reach out. Let them know how surprised you were, and how that's because you possibly weren't paying enough attention, which you need to own.

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Email template:

Hey _______,

Your news earlier surprised me. I really appreciate you sharing how you're feeling about work.

I'd be very open to hearing more of your feedback and seeing where we can make changes and improvements to keep you on board. I really value you. You've made a big impact on the team and company.

Would you like to book some time to chat tomorrow?

Let me know!

Thanks,

[Your name]

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✅ Stay interview questions are designed to check-in with employees to see what works (what keeps them staying) and what doesn't (what could make the leave). Keep these 6 stay interview questions in your back pocket for your next one on ones.

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11. When an employee gets fired

Here's one case where we suggest that the initial announcement doesn't come from an email. Group meetings are best, whether in person or virtually, to communicate when an employee is fired. Afterward, it's a good idea to send a follow up email to let them know you are open to questions or concerns, and here to provide support.

Be proactive in taking responsibility for the decision, but don't seek pity for having been put in that position. Finally, never disparage the terminated employee.

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Email template:

Hi team,

This morning I unfortunately had to let _______ go. I know this is surprising to hear.

This decision was made because employee performance goals were not being reached. After working together for X amount of time to improve the situation, their performance continued to fall short of expectations.

Don't hesitate to contact me if you have any questions or concerns. I'm here to talk and be as transparent as I can.

I will be sharing a plan for how we will fill this gap on the team shortly.

Thank you. Keep up the great work!

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💡Tip: Before preparing how you will communicate this change to your team, you should familiarize yourself with the company's performance standards and firing process in case your team has questions. Also, have a plan ready for how the team is going to need to adapt with one person fewer.

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Email templates to ask for employee feedback and respond to negative feedback

Periodically requesting feedback from employees can help drive continuous improvements. Good or bad, a company that asks and receives all feedback nurtures a culture of communication, demonstrating the value placed on employee opinions. Emails are a great channel to do so.

  • When requesting feedback: It's beneficial to send an email requesting feedback from employees periodically, perhaps after the completion of a project or at the end of a employee performance review cycle. Regular feedback helps keep communication channels open and can help improve their performance.
  • When responding to negative feedback: If you receive negative feedback (perceived poor performance on your end or on the company's end), it's important to respond promptly. An email should be sent acknowledging the feedback, expressing appreciation for the employee's honesty, and outlining any steps to be taken in response to the feedback. This fosters open communication and shows employees that their opinions are valued and considered.

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🔁 Feedback is a two-way street, and companies want to sustain continuous feedback loops to foster engagement and retain employees. Get our guide on how to integrate this model as part of your engagement strategies.

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12. When you want to ask employees for feedback

The first tip of soliciting feedback is: don't put people on the spot; they'll be more likely to say what they think you want to hear.

Check out one of these non-intrusive ways to encourage your team to provide feedback freely, regularly, and without any pressure.

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Email template:

Hey everyone!

I would like to ask you for some feedback.

I want to understand more about your day-to-day pain points. The goal is to see if I can help solve them as a manager. I'd love it if you took some time to give us feedback on how I can help improve your experience at work.

We'll be using Officevibe, an employee feedback platform that ensures that everyone's feedback is completely anonymous so you can feel free to share whatever is on your mind.

Thanks!

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13. When you receive negative feedback

Well, this one's tricky. On one hand, you've given them the tools to provide anonymous feedback. On the other hand, you want to address negative feedback at the source. Make it clear you are not upset, and nobody will be reproached. Use the language of volunteerism, like “feel free” or “I'd be happy to hear more,” that avoids being demanding and sounding incensed. Everyone should show willingness to improve their performance.

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Email template:

Hi team,

I have received some anonymous feedback from the team about a concern. First off, I appreciate the sincerity. It's my goal to improve through your honest feedback.

If whoever wrote that wants to come chat, I'd be happy to address any concerns. It's not mandatory, though. You can all be confident that feedback will remain anonymous if that's what you choose.

We work hard to make this a great workplace, and we only want to make sure that everyone is happy here.

Thanks!

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💡Tip: If the employee does volunteer to chat about their negative feedback, that's great. Try as best you can to remove any managerial hierarchy when giving them the floor. First way to do this is to let them pick when, where, and how to communicate. Also, be prepared to explain your company policy and procedures if this criticism is not something easily resolved.

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Email samples to show gratitude to your employees

Unlike with poor performance emails, these ones are more fun to write. Showing gratitude to your employees reinforces a positive work culture, boosts morale, and strengthens the bond between you and your team. Recognizing their efforts and expressing appreciation cultivate a sense of value and motivation, leading to increased engagement and productivity.

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Psst! Read our step-by-step guide on creating a culture of recognition in the workplace to find tips on how modern employees want to be appreciated today.

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  • Good for achievement recognition: It's appropriate to send an employee a thank-you email after they achieve a significant milestone, complet a project successfully, or exceed their performance targets. This not only recognizes their effort but also motivates them for future tasks.
  • Good for acknowledging a display of core values: An email of appreciation should also be sent when an employee displays exceptional adherence to company policy and values, contributes positively to the team culture, or goes above and beyond in their role. This reaffirms the importance of these values and behaviors in the workplace.

14. When you want to thank a specific employee

This is one of those manager email templates that should be a joy to compose. But, it's no less essential. Giving recognition messages in person or email is a big part of what managers should be doing regularly. Be specific, have examples ready, and use personal expressions to describe your reaction to their great work.

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Email template:

Hey _______,

I just wanted to take a quick minute to tell you what a great job you did with that presentation earlier. I was seriously impressed!

The fact that you used those graphs in your slides to back up what you were saying was a really smart idea.

I'm confident that your contributions are going to play a major role in landing this contract and absolutely delighting the client. This is going to be a big win for everyone.

Thanks again, and keep up the great work!

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15. When you want to thank the team

Whether in a blast email or a live meeting, giving group praise is a humbling experience. But you need to make it genuine. Again, touch base on specific tasks or projects. Link their recent hard work to future opportunities and successes. And don't be shy about gushing a bit; they are your team.

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Email template:

Hey _______,

I just wanted to take a quick minute to thank all of you for your contribution lately.

You all did an incredible job with the X project. They were so impressed with our presentation and I'm pretty sure they'll end up becoming a client!

I can't express how much you all mean to me. I truly enjoy coming to work every day with all of you.

The future looks bright!

Enjoy your weekend 🙂

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Meaningful conversations starts with understanding and alignment

Effective communication with your employees is key to addressing any performance issue and fostering a positive work environment. Don't be shy to use our templates as a starting point, tailor them to your specific situation, provide examples that offer clarity, and continue the dialogue for ongoing improvement and growth throughout employee performance review cycles.

Of course, the purpose of these emails or chats is to initiate the conversation, but it doesn't end there. Once you've broken the ice and engaged employees, it's important to take the next steps by following up and having a one-on-one discussion to ensure understanding, build an effective performance improvement plan, and track progress. Remember that human resources are able to support manager-employee communications, especially during more sensitive conversations.

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