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> annual review checklist
annual review checklist
1. Preparation
Gather all relevant documents and reports from the past year.
Review previous year's performance goals and outcomes.
Schedule a meeting with all relevant stakeholders.
2. Performance Evaluation
Assess individual and team performance against set objectives.
Collect feedback from peers, supervisors, and direct reports.
Identify strengths and areas for improvement.
3. Goal Setting
Discuss and set new performance goals for the upcoming year.
Ensure goals are SMART (Specific, Measurable, Achievable, Relevant, Time-bound).
Align individual goals with team and organizational objectives.
4. Professional Development
Identify training and development needs for employees.
Discuss career aspirations and potential growth opportunities.
Create a plan for skill enhancement and professional growth.
5. Documentation
Document the review outcomes and agreed-upon goals.
Ensure all feedback and performance evaluations are recorded.
Share the documentation with all relevant parties.
6. Follow-Up
Schedule follow-up meetings to assess progress on goals.
Establish a timeline for regular check-ins throughout the year.
Encourage ongoing feedback and communication between reviews.
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