Staffers are essential to the success of any firm and assessments are recommended at least once per year. This process is a team effort involving both the manager/supervisor and the staffer. Assess each staffer individually, never as a group. Staffers should also know when the assessment will occur. Staffers should know what you expect of them via an agreement Imageestablished when they were hired. The assessment addresses areas expected via the employment agreement. The assessment may include some of the following: performance report, job description, employee self-evaluation, employee handbook, and if need be, an IDP or Individual Development Plan.

The assessment provides the staffer with his or her strengths, outlines major accomplishments during the review period, and provides suggestions on improving the employee’s performance. If there are issues to improve, then use an IDP.  The IDP is used to address short and long-term career goals and development goals for the next review period. Both manager/supervisor and employee agree on the assessment.

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