Yes, we all have too many let's at least stay organized! → Discover ZipDo

How To Run An Employee Evaluation Meeting

Conduct an employee evaluation meeting by discussing achievements and areas of improvement, setting goals, offering feedback, and creating a comfortable environment for open dialogue.

An Employee Evaluation Meeting is a formal discussion between an employee and their supervisor or manager, where the employee’s work performance is assessed and reviewed. This meeting typically involves an examination of the employee’s achievements, challenges, and overall contribution within a specific review period. It also provides an opportunity for feedback, setting future objectives, professional development planning, and addressing any workplace issues. It aims to motivate employees, improve their performance, and enhance productivity, it also serves as a formal record of employee performance.

What is the purpose of a Employee Evaluation Meeting?

The purpose of running an employee evaluation meeting as a leader is to provide feedback and guidance to employees, assess their performance, set goals, and identify areas for improvement. It is an opportunity to strengthen communication, enhance motivation, and promote growth and development within the organization.

How To Run An Employee Evaluation Meeting: Step-By-Step


Step 1: Preparation for Evaluation Meeting

In the initial stage, the supervisor or manager is tasked with gathering comprehensive data on the employee’s performance, encompassing feedback from the team, quality of the assigned work, adherence to schedule, and other pertinent information. Crucial to this stage too, is the requirement for a distinct agenda for the meeting. Precise itemization of topics to be discussed ensures productive discourse in exploring the employee’s performance dimensions.

Next Step

Step 2: Employee Self-Assessment

Before the meeting, ensure the employee conducts a self-assessment. Facilitating this incites self-reflection, helping them gauge their own performance, accomplishments, and areas needing improvement. This not only allows personal growth but also provides crucial insight into their self-perception, aiding in effective discussion.

Next Step

Step 3: Scheduling the Meeting

Once you have completed the necessary preparation, you should arrange for the meeting to take place at a convenient time for all the involved participants. It is critical to ensure that this meeting is given priority, and there won’t be any distractions or last-minute changes that could throw off the schedule. Members must be given sufficient notice to not only set aside the specific time slot but also organize their thoughts and materials adequately. This empowers them to contribute in a more engaged and effective manner, thus, enhancing the overall productivity of the meeting.


Want to run a better meeting? Try ZipDo, our Meeting Note Software.

  • Connect your Google Calendar
  • Automatically create a note for every meeting
  • Organize your meetings and meeting notes in a channel like Slack
Learn more about ZipDo
Next Step

Step 4: Conducting the Evaluation Meeting

Start the meeting on a positive note, honoring the employee’s accomplishments before delving into areas needing progress. Offer constructive criticism, genuinely take into consideration the employee’s perspective, and openly discuss any disparities between their personal evaluation and your professional assessment. Maintain an atmosphere of mutual respect and open dialogue.

Next Step

Step 5: Setting Goals and Expectations

After reviewing present performance, our subsequent phase entails establishing targets and expectations for the upcoming period. All set objectives should embody SMART characteristics – Specific, Measurable, Achievable, Relevant, and Timed. This system ensures our goals align perfectly with the more significant vision of the company for an effective and progressive future.

Next Step

Step 6: Follow-Up Plan

Creating a comprehensive action plan is crucial for employee improvement. The plan should outline specific steps the employee intends to undertake for enhanced performance, such as attending training or workshops, adopting new work strategies, or seeking mentoring. Additionally, the plan should detail any resources the employee might require, such as special software, materials, or additional personnel support. The anticipated timeline of the improvement plan should also be recorded, with specified review dates to monitor progress. These regular reviews not only track improvements, but also provide opportunities to revisit and revise the plan, if necessary.

Next Step

Step 7: Documenting the Meeting

Every point discussed in meetings should be thoroughly documented with the active participation of the employee. This fosters mutual understanding and clarity on agreed topics. Additionally, it acts as a valuable resource during future performance reviews, aiding in precise assessment and potential growth discussions.

Questions to ask as the leader of the meeting

1. “What are your accomplishments since our last evaluation?” – This question allows the leader to understand the employee’s progress and contributions to the organization, helping them recognize and appreciate individual achievements.

2. “What challenges have you faced, and how did you address them?” – This question enables the leader to assess an employee’s problem-solving abilities, resilience, and resourcefulness when confronted with difficulties.

3. “What goals did you set for yourself, and how have you worked towards achieving them?” – This question helps the leader gauge the employee’s ambition and self-motivation, as well as their commitment towards personal and professional development.

4. “What additional skills or training do you believe could benefit you in your role?” – This question provides insights into the employee’s self-awareness and willingness to improve, allowing the leader to evaluate their openness to growth and potential areas for professional development.

5. “How do you handle feedback and suggestions from colleagues and supervisors?” – This question assesses the employee’s ability to receive and act upon constructive criticism, fostering a culture of continuous improvement within the organization.

6. “How do you prioritize your tasks and manage your time effectively?” – This question helps the leader assess the employee’s organizational skills, efficiency, and ability to meet deadlines, ensuring optimal productivity in their role.

7. “In what areas do you feel you have excelled, and where do you think you have room for improvement?” – This question encourages self-reflection and self-evaluation from the employee, while also allowing the leader to compare their own perspective with the employee’s perception of their performance.

8. “What support or resources do you require to achieve your goals and perform at your best?” – This question allows the leader to understand the employee’s needs, ensuring they have the necessary tools, training, and support to excel in their role.

9. “What aspects of your job do you find the most fulfilling, and what aspects do you find the least fulfilling?” – This question provides insights into the employee’s job satisfaction, helping the leader identify areas where the employee may need additional support or changes in responsibilities to maintain motivation and engagement.

10. “What are your career aspirations, and how can we support your professional growth within the company?” – This question demonstrates the leader’s commitment to the employee’s long-term success and helps align their aspirations with the organization’s goals, promoting employee retention and engagement.

Learn how to prepare a Employee Evaluation Meeting

To prepare an employee evaluation meeting agenda, start by outlining the meeting objectives and desired outcomes. Include specific topics to discuss such as performance achievements, areas for improvement, and career development. Allow time for the employee to self-assess and provide feedback. Lastly, ensure a collaborative and constructive approach to foster open communication and professional growth.

→ Read More

Want to increase your meeting productivity? Use our meeting template to kickstart your next meeting.

See Employee Evaluation Meeting Template
Meeting Template Icon

Software tools to facilitate a Employee Evaluation Meeting

Software streamlines the process of running employee evaluation meetings for leaders. It provides a centralized platform to gather and organize performance data, automate evaluation forms, and track progress. With features like automated reminders and real-time reporting, software enhances communication and efficiency, allowing leaders to conduct thorough and effective evaluations, fostering employee growth and engagement.


Running an effective employee evaluation meeting is crucial in order to guide team members toward improved performance and higher job satisfaction. As we have discussed, this involves clear communication, setting out well-defined goals, giving constructive feedback, and actively listening to your employee’s views. Remember, an evaluation should be a dialogue, not a monologue and it should foster a sense of growth and progression, not create fear or anxiety. By maintaining professionalism, exercising empathy, and utilizing effective strategies, you can turn these meetings into a powerful tool for individual and organizational growth.


What is the main purpose of an employee evaluation meeting?

The main purpose of an employee evaluation meeting is to provide feedback on the employee’s performance, discuss their strengths and areas that need improvement, set performance goals for the future, and discuss opportunities for development and growth within the company.

Who typically conducts the employee evaluation meeting?

Typically, the employee’s direct supervisor or manager conducts the employee evaluation meeting. In some cases, it might also involve a department head or a human resources representative.

How frequently are employee evaluation meetings held?

The frequency can vary based on the company’s policy. Typically, employee evaluation meetings are held annually. However, some companies have a more consistent feedback system with quarterly or even monthly evaluations.

What can employees expect during the evaluation meeting?

During the meeting, employees can expect to receive feedback about their job performance, discuss their career goals and aspirations, discuss any concerns or issues, and create a plan for future improvements and learning opportunities. They will also have the chance to provide their own feedback and ask questions.

What happens if an employee disagrees with their evaluation?

If an employee disagrees with their evaluation, they should discuss their concerns calmly and constructively. Specific examples should be provided to support their point of view. From there, the manager and employee should collaborate to find a solution or compromise. In some companies, there may also be a formal appeal process in place.