Performance Reviews: Practicalities, Best Practices & Landmines
On-Demand Webinar
StreamedAug 1, 2025Duration90 minutes
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Performance reviews can be powerful tools for employee development, alignment, and engagement – when done right.
Yet for many financial
institutions, the review process becomes a box-checking exercise, or worse, a
source of frustration and legal risk. Attend this insightful program to learn
performance review practicalities, best practices, and landmines.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Understand the purpose and value of performance reviews
- Recognize common challenges and how to address them
- Learn how to structure and guide effective, two-way performance conversations
- Uncover best practices for documentation, goal setting, and follow-up
- Avoid legal landmines, including discriminatory language and inconsistencies
- Employ strategies to align your reviews with organizational values and service standards
WEBINAR DETAILS
This webinar will explore how to make performance
reviews more meaningful, consistent, and compliant within the unique context of
financial institutions. You’ll gain practical insights to improve your current
review processes, better support your team, and avoid common pitfalls that can
damage morale or expose your organization to liability. Whether you’re a
seasoned HR leader or a new manager tasked with conducting reviews, this
session will leave you with practical tools and renewed confidence to navigate
the performance review process effectively.
WHO SHOULD ATTEND?
This informative session
is designed for human resources professionals and managers who are responsible
for the performance review process.
TAKE-AWAY TOOLKIT
- Downloadable performance review checklist
- Performance review conversation guide
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By

HR Doc
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