Conducting Employee Reviews


Annual reviews are now a key instrument in most businesses. An annual review can keep staff focused and engaged.   Giving feedback on positive attributes and areas for development is a pathway to success. With our Conducting Annual Reviews course, you can discover how to construct and conduct a well designed annual review. Define the categories for the review, link it to reward and compensation and use it to target and increase performance through the entire organisation.


Study our course in the way you want. In small units or in one. Synchronise your learning between any device and remember and track your progress. Study and answer questions at your convenience and at the end of the course, if you answer more than 80% of the questions correctly, qualify for a certificate of achievement. You can even log your CPD hours.

In all our business courses, you get access to around six hours of e-learning that you can watch, listen and read. There are usually 100 questions and at the end of the course you will receive a certificate of completion that you can use against any personal or professional development requirements. As well as the course, you also receive a FREE e-book that you can read on your Kindle or other e-reader. You also get a FREE audiobook of the course so you can listen to the whole course uninterrupted on your device.



Module One: Introduction

  • Welcome
  • What you’ll learn
  • How it works

Module Two: How to Conduct Annual Reviews

  • Develop the process
  • Set benchmarks early
  • Agreeing benchmarks
  • Hold an effective meeting
  • Case study
  • Review questions

Module Three: Categories for Annual Review (I)

  • Company Mission and Values
  • Customer service and quality control
  • Problem solving and judgment
  • Production
  • Case study
  • Review questions

Module Four: Categories for Annual Review (II)

  • Work style
  • Resource management
  • Communications skills
  • Teamwork
  • Case study
  • Review questions
Module Five: Common Mistakes (I)
  • Contrast effect
  • Similar-to-me effect
  • Halo (or horn) effect
  • Central tendency
  • Case study
  • Review questions

Module Six: Common Mistakes (II)

  • Leniency & desire to please
  • First-impression bias
  • Rater bias
  • Recency effect
  • Case study
  • Review questions

Module Seven: Tips on Pay for Performance

  • No surprises
  • Focus on the basics
  • Show clear disparity
  • One for all and all for one
  • Case study
  • Review questions

Module Eight: Tie Compensation to co. success

  • Set quarterly revenue target
  • Set employee goals
  • Conduct quarterly reviews
  • Pay out quarterly
  • Case study
  • Review questions
Module Nine: Communicate Employee Expectations
  • Have regular conversations
  • State what”s working
  • Be honest
  • Provide mentoring
  • Case study
  • Review questions

Module Ten: Gauge Employee Happiness I

  • Ask questions frequently
  • How transparent is management?
  • Rate quality of facility?
  • Contributing factors to work easier?
  • Case study
  • Review questions

Module Eleven: Gauge Employee Happiness II

  • What makes you productive?
  • Recognition?
  • Opportunities to grow and advance?
  • Confidence in leadership?
  • Case study
  • Review questions

Module Twelve: Closing Thoughts

  • Lessons Learned
  • Words from the wise
  • Your results
  • Further reading
Topics Covered

Topics Covered

Throughout the course you will develop key skills as you cover the following topics

  • Setting categories for how to create and assess an annual review
  • Conducting the review itself
  • Understanding common mistakes in running a review
  • Tying employee performance to pay
  • Advancing team members
What You'll Learn

What You'll Learn

By the end of this short business course on Handling a Difficult Customer, you will:

  • Understand how to create a framework for employee assessment
  • Know how to measure and deliver an annual review
  • Make the right decisions for your organisation and team
Who's it for?

Who's it for?

This course is for any manager of teams and staff who is involved in the management and annual review of staff and teams.

Prior knowledge

While you may not have had experience in running specific employee reviews, you should have ideally managed teams in the past or be starting on that management journey.

As you develop your career, there will be a constant requirement to not only refresh and update existing technical learning but also to develop new skills and ways of thinking and behaving.

Technical Skills

Whether you’re in production, distribution, sales, finance, human resources or management your technical skills will always need to keep up with the latest developments in technology and change. The learning for this will generally come from your peers, industry trends and specialised training.

New skills

However, as you move up in seniority through an organisation or become and entrepreneur, you will be faced with learning a much wider array of skills. You will need to learn how to be a generalist but with the ability to look at the whole of a business and how it all interlocks.

People Skills

Most importantly, you will need to master your own behaviours and character and emotional intelligence in order to influence, inspire and bring people along with your vision.

Your career, personal and professional development should never stop, whether you are learning because of a company or professional body requirement or whether you are just wanting to grow.


We have many more coursesfor you, your business or organisation. Get in touch about how to get our courses available to your organisation or fellow learners at [email protected]

For Businesses

For Businesses

Are you looking for a comprehensive learning solution for you and your teams? We have a portfolio of over 150 business short courses that are available online and on-demand. These ready to go courses cover all key areas of a business from finance & operations, sales & marketing, human resources to administration and management. As well as hard skills that range from elementary to advanced, there is an array of people and soft skill development.

Our e-learning is comprehensive, up to date and produced by a high quality learning and editorial team. It combines the latest in business thinking with the latest in learning technology. Learning can be delivered wholly online through self-study, with virtual tutor support or in a group & classroom environment by our qualified trainers.

  • All online learning is tracked and courses can be used as part of a personal development plan for staff
  • Learners can study out of hours or in breaks with bite-size learning
  • Get back end management reports on learner progress
  • Cost efficiently solve any compliance, insurance, regulatory, union or staff association requirements
  • Save on staff training and CPD costs
  • Choose and pay for only the courses you need or look at our library models for even greater value
  • No lock-in contracts – pay monthly or get a handsome discount for annual and multi-year deals
  • No big installations necessary – a simple web browser is all you need to get started
  • New courses being added all the time

Get in touch at [email protected] or hit the Chat button for an instant response

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