A manager and a team member talk across an office table, papers in hand

The Keys to a Successful Annual Review

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The annual review, a dreaded chore? Turn it into a conversation that truly helps people grow.

Follow our step-by-step approach to turn the annual review into an empowering highlight: a review of the past year, a motivating outlook on the year ahead, and a chance to build development and stronger relationships between team members and managers.

20 min at your own paceAvailable in FR + ENNo prerequisites

You will walk away with

  • a step-by-step approach to turn the dreaded evaluation into a motivating springboard
  • the shift from evaluator manager (80% of the talking) to facilitating coach (20%)
  • the right questions to guide your team member's self-assessment

Target audience

Managers looking to build the fundamentals of management.

Learning objectives

  1. Differentiate between the concepts of evaluation review, progress review, and development review.
  2. Prepare and organise the annual review in advance to make it a valued, welcoming moment.
  3. Help your team member self-assess by asking the right questions and build on their past successes.
  4. Support your team member's progress by reviewing together their achievements, difficulties, and acquired or missing skills.

Module outline

  • StorytellingThe Annual Review: The Invisible Classroom1'33An illustration of the dynamic between past and present in an annual review
  • Articles
    • Job crafting and its three dimensions
    • The evolution of practices: from evaluation review to development review
    • Role transformations (evaluator manager → facilitating coach)
  • Expert videoConducting the Annual Review8'23How to turn the annual review into a springboard for everyone, not a gruelling ordeal
  • AnchoringQuiz and True/False questions to dive deeper into the topic and cement what you've learned
  • Memo cardDownloadable coaching memo card: the key points from the expert video
  • CommitmentConcrete examples to help you define your own commitment
  • BonusA selection of videos to go further (TED, YouTube)

Recommended courses

For your teams

Ready to make the annual review a highlight?

Let's discuss your goals and where this module fits in your training programme.

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