Learning Corner: Getting Ahead of Review Season

Estimated Time to Complete: 20 minutes to plan, 15 minutes per person

Objective:
To give each team member a clear, honest picture of how their year is going while there's still time to act on it.

Materials Needed:

• Each person's goals for the year

• Notes on their work since January

Activity Steps:

1. Review your notes (5 minutes per person)
Look at each person's goals and write down two strengths and one area to grow, with examples.

2. Ask for their view first (5 minutes)
Start each conversation by asking: "How do you think your year is going?" Listen for where your views match and differ.

3. Share your view (5 minutes)
Share your strengths and growth area with specific examples. Keep it balanced and honest.

4. Agree on the next 60 days (5 minutes)
Pick one thing the person will focus on before year-end and how you'll support them.

Key Takeaways:

• No one should be surprised at review time.

• Asking for their view first leads to a better conversation.

• There's still time to make a difference before the year ends.

Reflection Prompt:

Is there anyone on your team who might be surprised by their review? What conversation could change that?

Want help bringing this to your team? Book a free 30-minute conversation with Tony.