Employee Review Process

Help CSG VIC develop a light-weight and reusable performance review process that will help strengthen their team through honest and supportive feedback.
Melbourne, Australia
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Melbourne, Australia


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Posted July 25th

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Employee Review Process

Project Details

What We Need
  • A documented process outlining how to administer a top-down, peer-to-peer, or a full 360 employee review process
  • A communication plan to share the process with others in the Organization to help them understand the approach and desired outcomes
  • Recommendations on tools that can be used to collect feedback (anonymous or identified) and organize quantitative and qualitative results
  • Best practices for rolling out the performance reviews, and coaching advice for managers and individual contributors
Additional Details

We are looking to establish an annual employee review process for our 18 staff. The business does not currently have formalized or documented process.

We envisage a process that starts with self-reflection, followed by meeting with manager to confirm requirements of the role, determine business and individual goals, and a plan/ road map to achieve them. This will then have a mid-year and biannual review. Considering whether progression/ bonus will be tied to this process.

What We Have In Place
  • We currently have -, which should make it easy for you to get started. We also have -, and the ability to provide any other information you need.
How This Will Help
This project will save us $8,686 , allowing us to provide our volunteers with additional learning opportunities for their professional development. It would allow us to give back to them in a meaningful way, without compromising our budget.

We are community based organisation that has a small professional and large volunteer base. We are continually working to professionalise our operations, and have had a recent growth in paid staff and change in CEO. We are therefore reviewing all internal process and now require a process to ensure professional staff are meeting KPIs to better our organisation, and are continually upskilling themselves for future career opportunities and personal growth.

Project Plan

Prep: Planning
  • The Volunteer Manager provides a summary of the Organization’s current organizational structure and review process
  • The Volunteer Manager outlines the Organization’s goals for the review cycle, desired cadence and any specific needs
  • The Professional provides a high-level recommendation for approach based on the inputs from the Volunteer Manager
Milestone 1: Initial Process Design & Feedback
  • The Professional provides an initial process design outlining the questionnaire approach, general sequence of communications and meetings and suggested approach to collect the feedback (anonymously or identified)
  • The Volunteer Manager reviews the initial design and provides detailed feedback to the Professional
Milestone 2: Finalizing Process & Roll-Out Strategy
  • The Professional follows up with a revised process design based on the Volunteer Manager’s feedback
  • The Professional outlines a communication roll-out strategy to announce and administer the review process with timelines and anticipated Q&A
  • The Professional provides final recommendations on tools to administer the survey and organize the results / feedback
Milestone 3: Midpoint Check-In
  • The Volunteer Manager provides an update on the initial announcement of the review process and the progress thus far
  • The Professional provides feedback and advice to tune the process
Milestone 4: Review Cycle Post-Mortem
  • The Volunteer Manager provides a summary of the immediate outcome of the review process
  • The Professional offers final feedback, takeaways, and recommendations for future review cycles
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About The Org

Posted by
Yael S.

Head of Crisis and Emergency Management

Our Mission

To Protect Jewish Life and the Jewish Way of Life