Performance Management

Holding Successful meetings with Staff

Follow these tips to ensure a successful meeting, whether you are focusing on KPIs, the Whole Job Review, PDPs or any related topic:

Before the meeting:

• Agree a mutually-convenient date, time and place
• Book a private meeting room or office
• Complete the necessary preparation – allow adequate time for this
• Take preparation notes and any relevant documentation to the meeting
• Divert phone calls and ensure no interruptions.

During the meeting:

• Confirm understanding of meeting purpose, agenda and outputs
• Confirm confidentiality of the discussion
• Make sure the discussion is not all one-way
• Be prepared to change your point of view on the basis of evidence
• Use open questions to generate debate, closed questions only to check facts
• Listen actively and be aware of body language
• Check understanding and summarise at key points
• Take notes to help your memory
• Agree next steps
• Thank the jobholder for their participation.

After the meeting:

• Complete the relevant forms
• Obtain sign-off where required
• Input to electronic system where possible
• Follow-through on actions agreed and monitor progress.