Performance

Effective Performance Conversations

Tasks & Phases Included in This Workflow

PHASE 1: PREPARATION

1. Prepare for the Conversation

Gather performance data, past reviews, and feedback from peers and managers. Use a review checklist for consistency.

2. Set the Meeting Agenda

Schedule a meeting and share the agenda in advance.

Outline topics like achievements, areas for improvement, and future goals.

PHASE 2: PERFORMANCE DISCUSSION

3. Discuss Past Performance

Start with positive feedback on what went well.

Discuss areas that need improvement with specific examples.

4. Set Clear Goals and Expectations

Agree on new goals that align with company objectives.

Use SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound).

5. Create a Development Plan

Identify training or development programs that can help the employee grow. Discuss career progression and skills enhancement.

PHASE 3: EMPLOYEE ENGAGEMENT

6. Address Employee Concerns

Listen to employee feedback and challenges. Provide support and solutions where possible.

PHASE 4: REVIEW CLOSURE

7. Summarize Key Takeaways

Recap the discussion and agreed-upon action points. Ensure mutual understanding of responsibilities.

8. Document the Review

Record the review outcomes, goals, and development plans.

Save the report for follow-up and future performance reviews.

PHASE 5: FOLLOW UP AND MONITORING

9. Follow Up and Monitor Progress

Schedule a follow-up meeting to review progress toward agreed goals.

Adjust action plans as needed to stay on track.

Overview

Performance conversations help employees understand how they’re doing, what they can improve, and how they can grow in their roles. They involve setting goals, reviewing past performance, and creating a development plan. Regular check-ins keep employees motivated and aligned with business objectives. This process fosters open communication, builds trust, and strengthens team performance.

Workflow Creator

Ewa Betkier

Mosaico Expert

About

Ewa’s passion lies in helping businesses create thriving, supportive environments where employees feel valued and empowered. With a focus on fostering collaboration and delivering measurable results, she combines strategic thinking with a people-first approach to drive meaningful change.

Experience

As the Founder and Chief Marketing Officer of Mosaico, Ewa leads an innovative HR solution designed to simplify processes and empower small and medium businesses to create healthier, happier, and more engaging workplaces.