How to prepare for your annual performance review

How to prepare for your annual performance review

The pressure is on to demonstrate how you have performed, and how you can perform more efficiently in the future. If you’re feeling overwhelmed and unsure how to begin planning, here are a few steps to prepare yourself for a successful review.

Begin with your objectives

Before entering your review ensure that you have thought through ‘what’ the purpose of your review is and what your objectives are. The first step is to go through your objectives in detail. Look for what you were expecting to achieve this year, and what your manager was expecting you to achieve this year. Review yourself and your personal objectives by focusing on what you contributed to your role, the department, and the organisation.

Review last year’s performance interview

This step is important for professional self-reflection. Review what you discussed with your boss in your last performance review, and compare your performance from then to now. Have you addressed any issues from your last review? I would recommend making a list of things you learned from your last review to measure how your skillset has developed.  This is essential in showing your employer that you are able to take feedback and apply it to your work moving forward. 

Filter your emails and highlight tasks completed

Did you complete tasks outside your job description? Look through your emails and highlight any tasks you completed that you weren’t asked to do. Ensure you make note of skills used to complete the task, and new skills acquired by completing tasks outside your usual line of work. The extra mile shows your dedication to the job and your willingness to go above and beyond for your team, clients, or the business.


Pull together any comments or thank-you emails from your colleagues, suppliers, managers, customers, or directors and print them off. This can be used as evidence of performance in your review and is an ideal way to demonstrate your performance to your manager. Don’t feel like you’re ‘blowing your own trumpet’, employers want you to be proud of your achievements and by displaying them does just this.

Impact made to the company

Make a list of all your tasks completed and in a separate column how each of these tasks contributed to the company. Did they make a difference to the company’s operation? Have you impacted the strategy of the company? Demonstrate how the completion of your tasks supported your department and relate back to your performance.                                                                                                  


You have gathered the evidence, analysed your objectives, self-reflected on your previous year’s performance, and demonstrated how you contributed to your department. 

Now, you practice.

I want you to read aloud your collected information and practice at least 5 times. When you walk into that meeting, you want to be convincing in what you have achieved, and confident in how you will achieve more in the future. This will lift your credibility and demonstrate to your employer the value you bring to the business, highlight your skill set and put you in good stead for the year ahead.

Combine these tips and you are on your way to having a successful annual review!

If you would like to learn more on what to expect in an annual review or how to prepare for negotiating your salary please refer to our other blogs listed here.

Channel 7 Sunrise Interview Salary Negotiations

Channel 9 Today Show How to Boost Your Salary

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Tags: Annual Performance Reviews, Salary Review

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