Best Practices
January 2024

Regular Performance Evaluation Timing and Scheduling

Best practices for when and how often to conduct performance reviews.

How Often Should You Evaluate?

The traditional annual review is increasingly seen as insufficient. Here are common approaches:

Annual Reviews

• Pros: Comprehensive, less time-intensive

• Cons: Feedback is delayed, recency bias

Quarterly Reviews

• Pros: More timely feedback, easier to course-correct

• Cons: More time-intensive, may feel excessive

Continuous Feedback

• Pros: Real-time coaching, no surprises

• Cons: Requires culture change, harder to document

Best Practice: Hybrid Approach

Most successful organizations combine:

• Continuous: Ongoing informal feedback

• Quarterly: Brief check-ins on goals

• Annual: Comprehensive formal review

Timing Considerations

Avoid Busy Periods

Don't schedule evaluations during your busiest season.

Allow Preparation Time

Give managers and employees time to prepare.

Consider Business Cycles

Align evaluations with natural business milestones.

Be Consistent

Whatever schedule you choose, stick to it.

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