Saturday, June 5, 2010

How to conduct a mid-year review

Now as June is well on the way, it's time to consider our mid-year reviews. Our teams will work at their best when we keep them on track to fulfill their goals and drive our dream performance.

Where to start, I find the best way to do this is to take the members goals and run a quick SWOT over the ideas. Which goals are on track, which ones have fallen by the way-side.
Rate each goal, is this looking to be complete in a strong and successful manner?, Check each goal to see if there are any weaknesses showing through, is the content up to standard, is this goal going to make it by the end of the year. Take a look at each goal  have new opportunities presented themselves - maybe to stretch this goal. Are there any threats to any of the goals. What would be the impact  if this goal is not met?

Now that  you have an appreciation of the team member and where they sit with this goal, it's time to set some quiet time with the member and work through it. Be sure to give your member some time and advise them that you wish go through their goals.

Arrange a quiet place and make sure there will be no interruption. Firstly ask the member how they think their overall performance is going.  Be sure to carefully listen and DO NOT interrupt. Now ask the member the go through each goal and critically assess their own performance, ask what's going well and what are you struggling with? Again be sure to listen carefully and again Do NOT interrupt.

Now it's time to stop and way up your own appreciation and what your team member has said. Be sure to identify all the areas that you agree the goals are on track, be sure to praise any great work that has been done to date. If there are any areas that are behind, quickly asses these and choose only three that have the potential for the best gain and suggest these are lagging and one or two things that may bring them back on track. ask some questions to ensure your team member is clear what you are proposing.

As the team leaders it is up to us to lead by taking a careful and measured approach to evaluating our mid-year performance of our team members we can ensure our team is producing great work and achieving the goals for the year.


  1. Great work!. I will certainly use this information in my life a lot. Visit my site and argue for money!

  2. Nice work Chris, it's really helpful

  3. great sharing.. looking forward to follow your blog/page for fresh ideas to help me in our team who is highly focus on productivity and growth.