Running performance reviews that lead to action

Turn monthly and quarterly reviews into short, focused meetings where problems are raised early and decisions are taken.

A brass telescope on a wooden stand by a window overlooking a hillside town, beside a navy notebook with a gold ribbon marker and a brass compass-rose paperweight

What you will be able to do

  • Design a review routine suited to the institution’s calendar
  • Prepare reviews with a few meaningful data points
  • Chair discussions that solve problems instead of reporting activity
  • Record decisions and follow them up

Who it is for

  • Senior managers who chair review meetings
  • Planning and performance units that prepare them
  • Heads of department who report in them

Prerequisites

  • Taking part in regular review or steering meetings

Program

Why reviews fail

  • Reporting meetings versus problem-solving meetings
  • Too many indicators, too little time
  • The culture of good news

Designing the routine

  • Calendar, participants and roles
  • A one-page performance pack
  • Agenda built around exceptions

Chairing the review

  • Questions that get to the cause
  • Keeping discussion on what can be decided
  • Making it safe to raise problems

Follow-up

  • The action log
  • Checking that decisions were implemented
  • Improving the routine itself

How we work

  • A simulated review meeting with participants rotating as chair
  • Redesign of an existing performance pack
  • Peer observation and feedback