Define Expectations
☆ Define what is expected of the employee
☆ Make sure goals are measureable and
observable
Create Goals
☆ Discuss the goals with the employee
☆ Obtain the employee's agreement and signature
Provide Written Evaluations
☆ Every six months, discuss performance
☆ For struggling employees, consider once-a-month evaluations
☆ Ensure written performance reviews
reflect the entire evaluation period
Maintain a Performance Record
☆ Make written notes throughout the year
☆ Do both praising and correcting-in real time
Ensure Integrity of Evaluation
☆ Written comments should be factual,
detailed, and constructive
☆ Performance criteria shouldn't be changed after the review
☆ Evaluations shouldn't digress from the
measures initially defined
