Overview

At Estate Management Solutions, we believe quarterly reviews are the ideal way to balance keeping your employees on a positive/transparent enrichment path and the manager or principal’s tight schedule. As time passes the details and reasons for our choices and decisions start to fade. Performing these meetings on a quarterly basis (beyond the standard weekly or bi-weekly meetings) allows them to remember what caused them to fall short, potentially a very reasonable excuse such as weather or difficulty managing their workload. Discovering this now will help prevent an employee from making repeated mistakes and deteriorating the relationship.

When setting your next quarter’s goals, be mindful of the following

There are likely tasks and duties the employee is doing that have not been communicated to you. This is not due to poor communication but rather a desire to not pester their Principal or Manager with every little detail of their day. We point this out to help our Principals be mindful of their perception of how much work they have on their plate.

If offering or suggesting educational resources, ensure the employee has time during their work hours to take courses. Mandatory training is required to be completed while clocked in. Good employers ensure their employees have time for training while on the clock regardless of the topic.

In anticipation of the meeting, we also recommend that you instruct the employee to update their job description to reflect any tasks or duties that they are doing on a regular basis.

REMEMBER: An employee can’t improve unless we give them the tools and the opportunity to do so!

We encourage our clients to base their answers on their employees’ dedication to the job, the pride they take in their work, their acceptance of mistakes, and their desire to be honest and transparent with you.