Regular two-way feedback is essential. And even if you already have weekly 1:1s in place, those sessions tend to focus on the current projects and roadblocks, rather than having an overarching retrospective review of the past six months. 

With that said, we’ve created this template to help guide you through a mid-year performance review with your direct report. Acknowledging their hard work is crucial, as well as applauding any commendable results that came about. This will give them the motivation and confidence to achieve more in the future months ahead.

The goal of a mid year performance review is to take a step back and reflect together on what went well, identify any particular difficulties or roadblocks encountered, aspects or processes that can be improved on, and create an action plan for working on those weaknesses moving forward.

Disclaimer: The information in this template is current as at 23rd December 2024, and has been prepared by Employment Hero Pty Ltd (ABN 11 160 047 709) and its related bodies corporate (Employment Hero). The views expressed in this template are general information only, are provided in good faith to assist employers and their employees, and should not be relied on as professional advice. The Information is based on data supplied by third parties. While such data is believed to be accurate, it has not been independently verified and no warranties are given that it is complete, accurate, up to date or fit for the purpose for which it is required. Employment Hero does not accept responsibility for any inaccuracy in such data and is not liable for any loss or damages arising either directly or indirectly as a result of reliance on, use of or inability to use any information provided in this template. You should undertake your own research and to seek professional advice before making any decisions or relying on the information in this template.

What is the purpose of a mid year performance review? 

A mid year performance check in serves several purposes. First, it provides an opportunity for open dialogue between employers and employees which is crucial if you want to create a positive workplace environment. This allows for communication regarding progress, achievements and concerns. Use it as a chance to check that the work being completed is aligned with the strategic direction of the company ensuring continuous improvement as you progress forward. Lastly, a mid year review offers the opportunity to highlight any potential areas of improvement and opportunity for progression. 

Key components of a mid year review check in

So, what exactly should be included in a typical mid year performance review? 

Performance

A basic assessment of an employee’s performance against the goals and objectives set at the beginning of the year. Take note of any achievements or completed projects. This is a great time to quiz employees about how they feel about their current role and if there is anything that could improve their experience. 

Concerns and challenges 

Next up, it’s time to address any roadblocks or challenges that an employee might have faced during the past six months. Here employees can air any concerns they might have about the coming months and share what they have learned from overcoming challenges. 

Employee satisfaction and wellbeing 

Gaining and receiving feedback is all part and parcel of a mid year performance review so be sure to enquire about your employee’s well-being and brainstorm ways to ensure they are happy and healthy. 

Learning and development 

Use this section of the review to discuss the employee’s career aspirations and highlight any opportunities for growth. 

Tips for conducting effective mid year reviews 

Conducting effective mid year performance reviews requires careful preparation clear communication and constructive feedback. Here are our top tips: 

Prepare thoroughly

Prepare for each mid year review by analysing the employee’s performance data, past feedback and any goals set at the beginning of the year. Ensure you have specific examples to support the questions in the template. 

Create a comfortable environment

Ensure the setting for a mid year review is private, distraction-free and inviting. This ensures that employees feel comfortable throughout the review. 

Balance feedback

Be sure to offer both positive and constructive feedback alongside negative feedback making sure to recognise both strengths and areas for improvement. 

Set clear and concise goals 

Collaboratively review current goals and set new or adjusted goals as needed. Ensure they are specific, measurable, achievable, relevant and time-bound, (SMART). 

Document and follow up

Schedule a follow up meeting to discuss progress and keep a written review of the discussion. 

Employment Hero is here to help 

Employment Hero is the world’s first all-in-one employment OS that can enhance the effectiveness of every mid year performance check in with its advanced performance management tools and templates. If you want to simplify mid year performance reviews, our innovative template can help. Take the stress out of md year performance review with Employment Hero. Book a demo today. 

Download this template now.