Manager Reviews

Run this process every time you want to write a manager review

6 steps

Process steps

1

Manager performance review

5 days from previous step
task
Use this template to write your manager performance review: Template: {{manager-review-template-7749970}}
2

Gather performance data

1 day from previous step
task
Collect input from multiple sources before the review. Direct reports, peers, stakeholders who work with this manager. Look at objective metrics - team performance, turnover, project delivery. Balanced feedback gives an accurate picture.
3

Prepare review content

1 day from previous step
task
Organize your feedback into clear themes. What is working well? Where are gaps? Be specific with examples rather than vague generalizations. Prepare both strengths to recognize and development areas to address. Do not surprise them with anything major.
4

Conduct the review meeting

1 day from previous step
task
Have a real conversation, not a lecture. Share your assessment, then listen to their perspective. Discuss what support they need to improve. Focus forward on development rather than dwelling on past mistakes. End with clear action items and commitments.
5

Document outcomes

1 day from previous step
task
Write up the review with agreed upon goals and development plans. Include both their self-assessment and your evaluation. Document any compensation decisions. Have them sign acknowledging receipt. File appropriately for HR records.
6

Follow up on development

1 day from previous step
task
Do not let the review be a once-a-year event. Check in regularly on progress toward goals. Provide coaching and resources they need. Adjust plans as circumstances change. Ongoing development conversations are more valuable than annual reviews.

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