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Step-by-Step Guide for Evaluation Conversations

As a leader, you need to conduct many Evaluation Conversations and need a standardized approach - that's what our guides are for. Optimize your preparation and conduct structured, goal-oriented conversations.

Phase 1: Welcome and Framework

Duration: 5-10 minutes

Start the conversation with a friendly greeting. Briefly explain the purpose and structure of the evaluation discussion to create an open atmosphere. Emphasize that this is a dialogue and that you are interested in their feedback.

Practical Tips:

  • Ensure a relaxed atmosphere. Clarify that you will take the time for the conversation and that all topics can be discussed in detail.

Phase 2: Reflection and Self-Assessment

Duration: 15-20 minutes

Allow yourself the space to reflect on your own achievements and developments over the past period. Consider your successes, challenges, and areas for learning. Practice active listening and ask clarifying questions.

Practical Tips:

  • Give yourself enough time for your self-assessment. Avoid jumping to conclusions too quickly. Ask open-ended questions such as, "How would you describe your performance over the past few months?" or "Which projects did you particularly enjoy and why?"

Phase 3: Feedback and Exchange

Duration: 15-20 minutes

Provide your constructive feedback on your performance and behavior. Make sure to mention specific examples and address both strengths and areas for development. Allow yourself the opportunity to respond to the feedback and present your perspective.

Practical Tips:

  • Formulate your feedback in an "I" focused and solution-oriented manner. For example: 'I observed that you performed very well in Project X, especially in Y.' Avoid generalizations. Ask for their perspective: 'How do you see it?'

Phase 4: Goals and Development Perspectives

Duration: 10-15 minutes

Collaboratively develop concrete and measurable goals for the upcoming period. Discuss what support you need to achieve these goals and what development opportunities are available for you. Focus on future-oriented planning.

Practical Tips:

  • Set SMART goals (Specific, Measurable, Attractive, Relevant, Time-bound). Inquire about your wishes and ideas for your professional development. Together, consider which training or projects could advance your career.

Phase 5: Summary and Conclusion

Duration: 5-10 minutes

Summarize the key points of the discussion, particularly the agreed-upon goals and actions. Clarify any outstanding questions and express gratitude for the open conversation. If necessary, schedule a follow-up meeting.

Practical Tips:

  • Ensure that all important points are documented in writing. Ask if there are any further questions or comments. Reinforce your appreciation for the work being done.

With this guide, you are optimally prepared to successfully conduct Evaluation Conversations. Use the practical tips and example formulations for your specific situation.

Quick Reference

Cheat Sheet: Evaluation Conversations at a glance

Total duration approx. 50-65 Minuten

Appraisal Conversation - Quick Reference
Bookmark this page for quick access

Welcome and Framework

  • Ensure a relaxed atmosphere. Clarify that you will take the time for the conversation and that all topics can be discussed in detail.

Conversation Phases

2
Reflection and Self-Assessment15-20 minutes

Give yourself enough time for your self

3
Feedback and Exchange15-20 minutes

Formulate your feedback in an "I" focused and solution

4
Goals and Development Perspectives10-15 minutes

Set SMART goals (Specific, Measurable, Attractive, Releva...

Summary and Conclusion

  • Ensure that all important points are documented in writing. Ask if there are any further questions or comments. Reinforce your appreciation for the work being done.
Avoid Mistakes

Common Mistakes in Appraisal Conversationn
and how to avoid them

These typical mistakes can jeopardize the success of your conversation. Recognize them early and respond professionally.

Mistake #1

The Past-Focus Error

You primarily discuss past performance rather than future potential. "Last year, you were often late and submitted two projects late." The employee feels judged and becomes defensive instead of being motivated for improvement. Our AI suggests: "For the upcoming year, I would like to discuss how you can enhance your punctuality and project management skills." This shifts the focus forward and fosters collaborative solutions.

Mistake #2

The Generic Evaluation

You use vague wording without concrete examples. "You are a very dedicated employee and you do your job well." Such statements come across as superficial and do not aid the employee in their development. Our AI suggests: "Your dedication is particularly evident in the fact that you invested three additional research hours for the client presentation." Specific examples make your appreciation credible and clearly demonstrate what is valued. Try it for yourself.

Mistake #3

The Surprise Attack

You bring up important points of criticism only during the evaluation meeting. "I've noticed that you are often too reserved in meetings." The employee is shocked because they had no opportunity to improve. Our AI suggests: "We have already talked about your reservation in meetings - how do you see your progress?" Important topics should be addressed throughout the year, not just in the annual review. Try it out for yourself.

Mistake #4

The One-Sided Monologue Trap

You talk 80% of the time and leave little room for the employee's perspective. "I think you should show more initiative and be more proactive." Without exchange, you miss out on important insights, and the employee feels unheard. Our AI suggests: "How do you see your role in project development, and where could you become more active?" Genuine conversations arise from questions, not lectures.

Mistake #5

The Numbers-Without-Context Error

You present KPIs without context or discussion. "You've only achieved 85% of your goals." The employee doesn't know whether that's good or bad and what factors were at play. Our AI suggests: "With an 85% goal achievement, you're above the team average - let's explore what held back the missing 15%." Numbers need context and collaborative analysis to be valuable. Test it for yourself.

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