Mid-Year Review Questions

by Phil Gerbyshak on June 16, 2009

Mid-year is a big check-in time for my team and I. While we have weekly/bi-weekly one-on-ones, this check in is critical to our success as a team. Hopefully if my associates were doing their weekly sheets and saved the important e-mails they received, this will not be an arduous task. If not, it may take a lot more time to do.

I ask each team member to schedule their own meeting from June 15th through July 15th for one hour with me, and I ask them to book a conference room so we can get away from the rest of the team and talk freely. Our weekly check-ins are done at my desk, and typically only last 30 minutes.

I also allow them to cancel 1 of their weekly one-on-ones so they can spend the 30-60 minutes we would normally have scheduled working on their review form.

I have them complete the following questions, and we discuss the answers together, in addition to my observations on the questions.

The mid-year review is an opportunity to course correct if needed, as we’re only 6 months in, or to pat them on the back for a job well done and encourage them to stay the course.

Mid-Year Review Questions

  • Update on your 2 big goals
  • What steps will you take to reach your goals by year end
  • Share any big wins
  • Share any lessons learned
  • Any patterns you’ve noticed
  • Review values and expectations – anything specific that stands out
  • Assistance needed from your manager
  • Questions for me
  • Overall sentiment

I’ve also created a mid-year review form that may help you if you’re looking for how to get started with your team.

What do you ask for your mid-year review?

Question Mark photo credit to Marco Bellucci

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