A performance review is not a memory test
A manager should not open a blank form once a year and try to reconstruct twelve months of performance. Ongoing 1:1s, goals, feedback, projects, coaching, development, and meaningful performance measures should feed the review.
Start with the actual role
What is this person responsible for? What outcomes matter? What does quality look like? What authority do they have? What behaviors matter in the role? What goals and processes are they responsible for?
Separate responsibilities, results, and behaviors
Someone may complete assigned responsibilities but struggle with quality or communication. Another person may produce strong results while creating process problems for others. The review should make those distinctions visible.
Define vague categories
Words like communication, initiative, teamwork, and ownership need observable, role-specific meaning. Otherwise ratings become personality judgments.
Do not confuse activity with performance
Emails sent, calls made, and tasks completed may provide context, but activity alone does not prove the desired result was achieved.
Use data with context
Objective measures can help, but numbers rarely tell the entire story. Compare performance to defined expectations and use structured judgment rather than personality comparisons.
Look for patterns and trajectory
One incident should not automatically define a year. Look for recurring patterns, improvement after coaching, consistency, and how performance changes over time.
Include the employee perspective
Self-reflection can surface accomplishments, barriers, development interests, and process problems the manager may not see.
Ask whether the problem belongs to the employee or the system
Training gaps, unclear ownership, poor tools, unrealistic workload, or broken processes can affect performance. Accountability still matters, but the business should distinguish employee-controlled and process-controlled factors.
Make the review part of a cycle
Role expectations -> onboarding -> ongoing work -> 1:1s -> feedback -> goals and development -> performance review -> updated expectations -> ongoing management. Development should continue after the form is signed.
NEED HELP APPLYING THIS?
BPS can help build a performance review process that connects expectations, ongoing management, development, and meaningful measures.
Start with a Business Process Assessment