Importance of Regular Check-Ins Before Reviews

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Summary

Regular check-ins before formal reviews are crucial for building trust, maintaining clear communication, and ensuring consistent growth and alignment within teams.

  • Schedule consistent meetings: Dedicate time each month for one-on-one discussions to focus on individual performance, challenges, and development opportunities.
  • Offer specific feedback: Provide timely, actionable, and clear input so employees understand expectations and can make adjustments before reviews.
  • Build meaningful connections: Use check-ins to actively listen, foster a supportive environment, and show genuine investment in each team member’s success.
Summarized by AI based on LinkedIn member posts
  • View profile for Monte Pedersen

    Leadership and Organizational Development

    186,545 followers

    Why don’t organizations place a greater emphasis on creating meaningful engagement in the workplace? Given the pivotal role that connection plays in fulfilling our fundamental human need for social interaction, I believe it’s warranted. Is there any ‘downside’ in doing something as simple as; regularly meeting with the people on your team, building relationships, discuss performance, and identify developmental needs? You know, being real with people, true engagement. Knowing and understanding your team is a "strategy execution principle." It’s importance spans well beyond effective team building and crosses over into on-the-job happiness, productivity, and belonging while also helping to drive your organization’s success. Sure, I agree that no one likes wasting time with useless gatherings; however, an every 30-day individual check-in or "progress meeting" can provide significant value for every manager and their direct reports. Taking the time to solely focus on an individual's performance and working to proactively understand their needs and develop their potential is a model for engagement with a high rate of return. Organizations that execute well make these meetings mandatory scheduling them with the expectation that they be held. I’m talking about an allocation of 45-60 minutes each month, using the time to listen to and focus on each team member.   These are not a series of monthly performance reviews, they are coaching, guiding, and leadership development sessions. The outcomes your organization receives from these efforts are three-fold: 1) You leaders grow by making a personal investment in the relationships they have with their people, 2) The space is being created for consistent conversations of consequence to occur, 3) You're guaranteeing that every team member knows their role and what is expected from them. This is where the execution occurs. Both parties build trust and respect, work collaboratively, and invest themselves in the success of the business. Believe it or not, this connection drives results. The organization gains a quality understanding of every team member's capabilities from each session. They know what each team member does best, who they work well with, and how to lead and challenge them. THIS IS NOT AN EXERCISE IN DOCUMENTING PERFORMANCE. It's about creating a partnership, based on mutual benefit, where two parties are committed to each other’s success. A bond is established that says when a team member fails at something, their leaders recognize they have also failed. They work together to improve. This is true engagement. "Is dedicating just 60 minutes each month to focus on your team's individual performance too high a price for a more engaged, happy, and productive workforce? Think about it. What commitment is your organization making for your team members? Your organization's success? #leadership #progress #employeeengagement #execution

  • If someone is surprised by the feedback they receive, this is a management failure. After witnessing multiple instances of this failure at Amazon, we realized our feedback mechanism was deeply flawed. So, we fixed it. In order for the organization to perform at its highest, employees need to know not only what is expected of them, but also how those expectations will be measured. Too often, managers assume that capable people will simply “figure things out,” but this is difficult and destined to fail without explicit expectations and continuous feedback. I remember the experience of an employee we can call “Melinda.” She had been a strong performer for two years before she transitioned into a new role on another team. She attacked the new opportunity with enthusiasm, working long hours and believing she was on the right track. Then, her manager expressed concerns about her performance and the criticism came as a shock. The feedback was vague, and there had been no regular check-ins or early signs to help her course-correct. This caused her motivation to suffer and her performance declined significantly. Eventually, she left the company. Afterward, we conducted a full review and we discovered that Melinda’s manager had never clearly articulated the expectations of the new role. Worse, her previous achievements had been disregarded in her evaluation. The system had failed her. This incident was not isolated. It illustrated a pattern. It revealed broader gaps in how we managed performance transitions and feedback loops. So, in response, we developed and deployed new mechanisms to ensure clarity from day one. We began requiring managers to explicitly define role expectations and conduct structured check-ins during an employee’s first 90 days in a new position. We also reinforced the cultural norm that feedback must be timely, specific, and actionable. These changes were rooted in a core principle of leadership: you have to make others successful too. Good management does not involve catching people off guard or putting them in “sink or swim” situations. When employees fail because expectations were unclear, that failure belongs to the manager. The best thing to do when you see those failures is to treat them as systems to improve. That’s how you build a culture of high performance.

  • View profile for William J. Ryan
    William J. Ryan William J. Ryan is an Influencer

    Help develop, engage, & retain your workers using learning strategically. Transformational Leader | Future of Work Culture & Organizational Effectiveness | Talent Development | Innovation | Speaker | Strategic Consultant

    7,034 followers

    US Distance Learning Association (#USDLA) had a session noting student success increased when the instructor met with the student 1:1 and provided consistent, constructive #feedback. Having a connection with someone who cares and provides guidance makes a difference to employee success (and #retention) too. Let me ask, who would you prefer to work for? Someone who rarely gives you any feedback on your work, meets maybe monthly for a brief check-in where they ask you to report on your progress and seem busy and distracted or someone who regularly gives you feedback, meets with you regularly, coaches you, listens to your updates and challenges, asks you open-ended questions, and helps you find solutions. I'm guessing the latter where your leader actively provides feedback and regularly meets with you. Creating the connection and having personal conversations is one of the most powerful tools a leader can use to influence a teammates behavior, attitude, and results. This session reminded me of the true value of #leadership. The last 3 years showed we need #leaders who care about teammates as individuals, not just as workers. They show that they are invested in their success and well-being, not just in their output and results. They create a positive and productive work environment where a teammate feels valued, empowered, and inspired. We can focus on #performance but not at the loss of person, it is all wrapped up in one package. Lesson relearned is if we want to see performance success, invest the time to connect with your teammates. Schedule frequent and consistent 1:1 meetings to discuss work and life, provide feedback, and coach them. Use the time to have conversations with your teammates, understand their needs and perspectives, and help them grow and excel. Everyone succeeds then.

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