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[ ] Be prepared -- know the objectives and goals of the meeting
[ ] Time and Place -- choose a quiet, private spot with as few interruptions as possible
[ ] Conducting the interview
create a positive environment and help the employee feel at ease
give balanced feedback, both positive and negative, but start with the positive
focus on the job, not the person
ask questions and allow the employee to provide feedback
when discussing areas for improvement, discuss methods and objectives for improving
discuss possibilities for advancement, the employee's aspirations and professional development necessary to be a candidate for such future positions
[ ] Conclusion
summarize and review the important points of the discussion
restate the action steps that have been recommended and provide a time frame for completion
make sure employee reviews the appraisal and provides comments
have employee sign it to acknowledge that he or she has read it (does not signify agreement with the content)
[ ] Follow-up
follow-up with the employee to see how plans are proceeding within the given time frames
offer the employee assistance in achieving objectives and encourage discussion of successes and obstacles
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