The Keys to a successful annual review

Training Theme

This 20-minute training course guides managers in the transformation of the annual review from a dreaded evaluation exercise to a privileged moment of development. It explores the evolution of managerial practices, from the evaluative manager speaking 80% of the time to the coach facilitator speaking 20% of the time. The training emphasizes the importance of bipartite preparation, employee self-assessment and continuous feedback. It offers concrete tools to create a framework conducive to constructive and motivating exchanges, while addressing innovative concepts such as job crafting.

Training Objectives

In this online course, you will learn how to:

• Differentiate between the concepts of appraisal interviews, progress interviews and development interviews.
• Prepare and organize the annual review in advance to make it a special and convivial moment.
• Help employees to carry out a self-assessment by asking the right questions and capitalizing on their past successes.
• Facilitate the employee's progression by jointly analyzing their successes, challenges, and acquired/missing skills.
• Build the future with the employee by setting ambitious and realistic goals and exploring job crafting.
• Examine the manager-employee collaboration to improve their way of working together.

Target Audience 

Managers wishing to acquire management fundamentals.

Means and Methods 

• E-learning Modules: Consisting of text, videos, interactive content, and quizzes designed to help you achieve the defined learning outcomes.
• Additional resources: Downloadable documents such as the coaching memo sheet (PDF).

Training Content 

This module contains 4 parts:

DISCOVER

• Identify your personal challenges and motivations for change.

SHAKING UP

• Job crafting and its three dimensions
• Storytelling: Video "The Annual Interview: The Invisible Classroom", 1'33
  • An illustration of the dynamic between past and present in an annual interview
• Quiz on the reasons for a "failed" annual interview

LEARN

• Expert video: Conducting the annual interview, 8'23
  • How to make the annual review a springboard for everyone and not a trying moment
• Quizzes and TRUE/FALSE on the best practices of the annual interview

ANCHOR

• The evolution of practices: from the evaluation interview to the development interview
• Transformations of roles (evaluator manager → facilitator coach)
• Use concrete examples to define your own commitment to change.

ADDITIONAL RESOURCES

• Downloadable documents:
  • Coaching memo sheet (PDF)
• Bonus: TED or Youtube video(s)