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Performance Review

What is the pur­pose of per­form­ance re­views?

Day-to-day lead­er­ship and per­son­nel devel­op­ment work hinges on the in­ter­ac­tion between people in man­age­ment pos­i­tions and the mem­bers of their teams. In this con­text, all aspects of com­mu­nic­a­tion are of ut­most im­port­ance – even if it is only in the form of a lack of com­mu­nic­a­tion. Work­ing to­gether in an at­mo­sphere of trust is only possible if lead­ers and team mem­bers openly ex­change their views and opin­ions on tasks and prob­lems. A care­fully planned and con­duc­ted an­nual per­form­ance re­view has proven to be one of the most ef­fect­ive and ef­fi­cient in­stru­ments of com­mu­nic­a­tion between su­per­visors and their em­ploy­ees. The per­form­ance re­view plays a cru­cial role in or­gan­iz­a­tional com­mu­nic­a­tion. It provides the op­por­tun­ity for a pro­found, struc­tured ex­change between su­per­visors and their team mem­bers. Per­form­ance re­views ad­dress all the im­port­ant aspects of the work re­la­tion­ship and an em­ployee’s per­form­ance. For this reason, the per­form­ance re­view plays a pivotal role in lead­er­ship. The per­form­ance re­view of­fers a breadth of scope and a depth that can­not be achieved even in fo­cused and in­tens­ive every­day com­mu­nic­a­tions.

How to pre­pare and con­duct per­form­ance re­views

In light of the above, it is clear that the qual­ity of per­form­ance re­views is of cru­cial im­port­ance. The fol­low­ing ma­ter­i­als and doc­u­ments are in­ten­ded to help su­per­visors and em­ploy­ees use per­form­ance re­views as a con­veni­ent, ef­fi­cient, flex­ible, and cus­tom­iz­able com­mu­nic­a­tion tool. We have provided three basic doc­u­ments that can eas­ily be com­bined with each other if re­quired.

1) Basic mat­rix:

The mat­rix sum­mar­izes all aspects, di­men­sions, and ques­tions that are es­sen­tial for a high-qual­ity per­form­ance re­view on a single page. It is in­ten­ded as an ac­cess­ible, ready-to-use tool to help su­per­visors and em­ploy­ees pre­pare and con­duct per­form­ance re­views. The goal is to make per­form­ance re­views highly ef­fect­ive and ef­fi­cient. If they use the mat­rix, par­ti­cipants can be sure that they are cov­er­ing all the es­sen­tial ele­ments of a per­form­ance re­view. For many per­form­ance re­view con­ver­sa­tions, the basic mat­rix will be ab­so­lutely suf­fi­cient, as long as the factors for a suc­cess­ful per­form­ance re­view out­lined fur­ther below are kept in mind.

2) Cata­log of ques­tions:

In some situ­ations –if, for example, spe­cial ques­tions, situ­ations, or con­flicts need to be ad­dressed – it may be ne­ces­sary or desir­able to modify the basic mat­rix or to cre­ate a fully cus­tom­ized mat­rix. To make this task easier and more man­age­able, we have drawn up a very com­pre­hens­ive cata­log of ques­tions you can use, grouped by topic. The cata­log cov­ers the fun­da­mental ques­tions of the basic mat­rix in greater depth and of­fers a num­ber of ad­di­tional ques­tions designed to ad­dress spe­cial top­ics, situ­ations, and con­texts. The goal of this cata­log is to help you pre­pare and con­duct cus­tom­ized per­form­ance re­views and ad­dress prob­lem­atic situ­ations con­struct­ively and with con­fid­ence.

3) Factors for a suc­cess­ful per­form­ance re­view:


To com­ple­ment the two doc­u­ments described above, which deal mainly with the con­tent of per­form­ance re­views, there is also an ad­di­tional short guideline that lists the most im­port­ant factors for a suc­cess­ful, high-qual­ity per­form­ance re­view con­ver­sa­tion.

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Guidelines

Ad­di­tional doc­u­ments, forms,...