Performance interview checklist
PERFORMANCE INTERVIEW CHECKLIST
1. Before performance interview
• Specify any required personnel coordination needed to achieve an objective.
• Identify if needed resources can be provided.
• What the supervisor/manager should do?
• Decide whether each objective represents a priority need.
• Is there a clear performance standard, completion deadline, and method of checking results ?
• Determine whether additional objectives are appropriate.
• Insure that there are neither too few nor too many objectives in total.
• Judge whether performance standards are realistic.
• Decide if the subordinate has sufficient authority in the objective area.
• Note whether foreseeable contingencies should be recognized.
• Consider the extent of personal support that the subordinate will require for improved performance.
• Examine the subordinate’s other job responsibilities to see if any are being neglected.
2. During performance interview:
• Select a convenient interview location and stress the meeting’s importance. Be prompt and allocate sufficient time for an uninterrupted discussion.
• Begin with small talk to set the subordinate at ease: tailor the approach to the individual.
• Avoid placing the subordinate in a defensive position. Keep advice to a minimum. Avoid clashes over personality differences, weaknesses and past mistakes; avoid arguments.
• Provide positive comments whenever possible.
• Request that the subordinate explain each objective. Provide ample opportunity for developing insight into the objectives. Listen with interest and understanding.
• Remember that setting objectives is a joint process. Compromise when possible. Be willing to change viewpoints.
• Be willing to resolve serious controversies.
• Ask questions based on prior preparation and new information. Encourage subordinate to respond and ask his/her own questions.
• Ask how superior can help subordinate do an even better job.
• See that final objectives meet technical requirements.
3. After performance interview:
• Summarize the discussion with input from the employee.
• Summarize his/her plans for improvement/growth with input from the employee. This might include: Removing/correcting deficiencies including retraining or “practice” plans and re-valuation; building upon strong areas; personal and professional development plans (often referred to as a personal growth agreement plan).
• End the interview on a positive note.
• Be certain the employee leaves with a current and accurate job description and current, useful, and accurate performance expectations for the coming year.
• Arrange for the follow up session as appropriate/necessary.
• Confirm employee’s understanding of expectations.
Related documents
• Performance appraisal methods
• Performance review examples
• 360 degree performance appraisal
• Self appraisal sample
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