The annual review is often the only formal opportunity to discuss performance, development, and career trajectory. However, without solid preparation or a clear framework, it can devolve into a vague assessment, a defensive exchange, or a list of intentions that never come to fruition. The employee leaves without a clear understanding of what is expected, and the manager without a concrete plan for moving forward.

When well-prepared and structured,the annual review takes on a new character: it becomes a valuable opportunity for dialogue, with measurable effects on career progression and the clarity of priorities.

In this guide, you will find:

• A preparation guide so you don't have to start from scratch: structure your note-taking as you go along, capitalize on feedback collected throughout the year, and incorporate peer feedback for a comprehensive and balanced overview.
• A method for clarifying the purpose of the interview before it even begins: commitment for the next six months, career advancement opportunities, and internal mobility. Depending on the specific issue at hand, the process will differ and be much more effective
• A preparatory review to share with the employee beforehand: questions about past performance and future goals so that everyone arrives prepared, and the discussion can go deeper right from the start
• The hourglass method for structuring the entire interview: broadly explore the situation, narrow in on a specific topic, consider possible options, and then conclude with a concrete action and clear milestones

Download the guide and get four ready-to-use tools: a preparation guide, a mirror analysis, the hourglass method, and a tracking template.