Getting the most from your Performance Review

As a HR Manager, one of the questions I am asked the most is “How do I get the most from my performance review meeting”. If you go in underprepared, it can be counterproductive and leave you feeling like the meeting was just a tick-box exercise. When you take the time to prepare, it is a valuable opportunity to receive feedback, set goals, and plan for future success. To get the most out of your performance review, it’s essential to approach it proactively. Here are some key strategies to help you maximize the benefits of your performance review.

1. Prepare in Advance: Before your performance review meeting, take the time to reflect on your performance over the past year. Review your achievements, challenges, and areas for improvement. Consider how your work aligns with the firm’s goals and objectives.
2. Gather Feedback: Seek feedback from colleagues, clients, and supervisors prior to your review. This can provide valuable insights into your strengths and areas for growth. Use this feedback to prepare specific examples to discuss during your review. If your firm has a Competency Framework, highlight how these achievements and growth areas align with the appropriate sections to illustrate how they apply to your role.
3. Set Clear Goals: Come to your performance review with clear, achievable goals for the upcoming year. These goals should be aligned with your firm’s objectives and reflect your professional development needs. Be prepared to discuss how you plan to achieve these goals, what support you need from your supervisor, and what it will look like when you are successful in achieving your goals.
4. Be Open to Feedback: Approach your performance review with an open mind and a willingness to receive constructive criticism. Listen actively to the feedback provided and ask clarifying questions if necessary. Be prepared to incorporate this feedback into your professional development plan for the year.
5. Highlight Your Achievements: During your performance review, be sure to highlight your key achievements and contributions to the firm. Provide concrete examples of how your work has added value to the firm and its clients.
6. Address Areas for Improvement: Be honest about your areas for improvement and demonstrate a willingness to address them. Discuss any challenges you have faced and your plans for overcoming them. Seek feedback on how you can improve in these areas.
7. Discuss Career Development: Use your performance review as an opportunity to discuss your long-term career goals with your supervisor. Seek feedback on how you can progress in your career and what steps you need to take to achieve your goals.
8. Follow Up: After your performance review, follow up with your supervisor to clarify any points discussed. Schedule regular check-ins throughout the year to review your progress and to ensure that you are on track to meet your goals.

By approaching your performance review proactively and strategically, you can maximize the benefits and use it as a valuable tool for your professional development.