Conducting the Meeting

You’ve prepared your written evaluation. Now it’s time to conduct the meeting. These honest discussions can feel awkward, but if you approach them in the right way, you and your direct report can come out of the session confident and ready to move forward. This chapter will walk you through each step, from preparing for the meeting and setting the right tone once you’re in the room to discussing the employee’s performance itself.

Prepare for the meeting

Proper handling of logistics can put your employee at ease and smooth the path to an effective review. As you set up the meeting:

Schedule it well in advance. Notify the employee at least a week ahead of the meeting to give both of you plenty of time to prepare.

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