Steps for Conducting Mid-Year Progress Reviews

1. Open the Meeting.

• Establish a relaxed, non-threatening environment in which the employee feels secure and respected.

• Hold the meeting in “neutral territory” and provide a comfortable environment.

• Eliminate distractions, such as ringing phones, email, pagers, etc.

• Establish a positive tone when you greet the employee and welcome him or

• her to the discussion.

• Review the meeting’s goal and in general what you will discuss.

2. Discuss accomplishments and expectations.

• Provide a general summary of the employee’s performance.

• Discuss areas of success and areas of concern, in light of expectations.

• Suggest further developmental opportunities.

• Note changes to the performance plan.

3. Close the meeting.

• Summarize what has been discussed and agreed on: ask the employee for input.

• Confirm any follow-up actions.

• Express commitment to the employee’s growth and success.

• Ensure that all the employee’s concerns have been addressed.

• Ask the employee to indicate in EmpowHR that the mid-year review discussion occurred.

4. Complete any follow-up activities.

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