{"id":12184,"date":"2025-06-24T12:00:20","date_gmt":"2025-06-24T10:00:20","guid":{"rendered":"https:\/\/actonic.de\/?p=12184"},"modified":"2025-06-24T14:57:07","modified_gmt":"2025-06-24T12:57:07","slug":"how-to-conduct-a-perfect-performance-review","status":"publish","type":"post","link":"https:\/\/actonic.de\/en\/how-to-conduct-a-perfect-performance-review\/","title":{"rendered":"How to Conduct a Perfect Performance Review"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][heading title=&#8221;What is a Performance Review?&#8221; heading=&#8221;h2&#8243; el_id=&#8221;1750756654289-5370c2a0-5c4f&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<p data-renderer-start-pos=\"775\">A <strong data-renderer-mark=\"true\">performance review<\/strong> is a formal evaluation of an employee\u2019s job performance. It\u2019s a chance for managers and employees to discuss achievements, areas for improvement, and future goals. Rather than being just a \u201conce-a-year\u201d event, reviews are an opportunity to realign expectations, provide feedback, and foster growth.<\/p>\n<p data-renderer-start-pos=\"1096\">The performance review should be a constructive, two-way conversation where both you and the employee leave with a clearer understanding of what\u2019s working well and where to focus efforts moving forward.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][heading title=&#8221;Why Conduct Performance Reviews?&#8221; heading=&#8221;h2&#8243; el_id=&#8221;1750756882446-732a9ae0-e000&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<ol class=\"ak-ol\" start=\"1\" data-indent-level=\"1\">\n<li>\n<p data-renderer-start-pos=\"1336\"><strong data-renderer-mark=\"true\">Clarify Expectations<\/strong>: Ensure your employees understand their role and what is expected of them.<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"1435\"><strong data-renderer-mark=\"true\">Recognize Achievements<\/strong>: Celebrate successes to keep your team motivated.<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"1511\"><strong data-renderer-mark=\"true\">Identify Improvement Areas<\/strong>: Offer constructive feedback to help employees grow.<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"1594\"><strong data-renderer-mark=\"true\">Set Future Goals<\/strong>: Align their goals with the company\u2019s strategic objectives.<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"1674\"><strong data-renderer-mark=\"true\">Enhance Engagement<\/strong>: Performance reviews show employees that their work matters and that you care about their growth.<\/p>\n<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;12185&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221; css=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][heading title=&#8221;Steps for Conducting a Successful Performance Review&#8221; heading=&#8221;h2&#8243; el_id=&#8221;1750757340337-3b738a8b-678c&#8221;][heading title=&#8221;Step 1: Gather the Right Data&#8221; heading=&#8221;h3&#8243; el_id=&#8221;1750757363270-c2b0dc37-b03a&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<p data-renderer-start-pos=\"1886\">The foundation of any great performance review is accurate, relevant data. Without this, feedback can feel subjective and unbalanced. To ensure your review is objective, you need to base it on performance metrics. This is where <strong data-renderer-mark=\"true\">Jira<\/strong>, the popular project management and issue-tracking platform, is key.<\/p>\n<p data-renderer-start-pos=\"2189\">If you\u2019re already using <strong data-renderer-mark=\"true\">Jira<\/strong> to manage your team\u2019s tasks and workflows, you\u2019re in luck. With <strong data-renderer-mark=\"true\">Report Builder for Jira<\/strong>, you can pull detailed, data-driven reports that capture productivity, quality, collaboration, and more\u2014giving you a clear picture of each employee\u2019s performance.<\/p>\n<p>[\/vc_column_text][heading title=&#8221;Step 2: Structure Your Feedback&#8221; heading=&#8221;h3&#8243; el_id=&#8221;1750757399027-744c4ab3-1dca&#8221;][vc_column_text css=&#8221;&#8221;]Feedback should be specific and actionable. Start with positive feedback to motivate your employee, then move to areas for improvement, always offering suggestions for development. Use examples from the data you\u2019ve gathered to support your points.[\/vc_column_text][heading title=&#8221;Step 3: Make it a Two-Way Conversation&#8221; heading=&#8221;h3&#8243; el_id=&#8221;1750757431364-916e38fe-cf48&#8243;][vc_column_text css=&#8221;&#8221;]Performance reviews are most effective when they\u2019re not one-sided. Ask employees for their input on what\u2019s working well, where they feel they need support, and their goals for the future. This approach will help you foster open communication and trust.[\/vc_column_text][heading title=&#8221;Step 4: Set Clear Goals&#8221; heading=&#8221;h3&#8243; el_id=&#8221;1750757459276-aa2d4aa2-61cd&#8221;][vc_column_text css=&#8221;&#8221;]End the performance review by setting clear, measurable, and actionable goals. Use the SMART framework &#8211; Specific, Measurable, Achievable, Relevant, and Time-bound &#8211; to help employees understand exactly what they need to focus on and by when.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][heading title=&#8221;Use Data for Effective Performance Reviews&#8221; heading=&#8221;h2&#8243; el_id=&#8221;1750757490142-489d5148-ed98&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<p data-renderer-start-pos=\"3355\">To conduct a successful performance review, preparation is key. Since subjective impressions can often be misleading, it&#8217;s best to ground your feedback in data. If your company uses <a class=\"_mizu1p6i _1ah31bk5 _ra3xnqa1 _128m1bk5 _1cvmnqa1 _4davt94y _4bfu18uv _1hms8stv _ajmmnqa1 _vchhusvi _syaz14q2 _ect41gqc _1a3b18uv _4fpr8stv _5goinqa1 _f8pj14q2 _9oik18uv _1bnxglyw _jf4cnqa1 _30l314q2 _1nrm18uv _c2waglyw _1iohnqa1 _9h8h16c2 _1053w7te _1ienw7te _n0fxw7te _1vhvg3x0\" title=\"https:\/\/actonic.de\/en\/how-to-use-jira-for-project-management-in-2023\/\" href=\"https:\/\/actonic.de\/en\/how-to-use-jira-for-project-management-in-2023\/\" data-renderer-mark=\"true\"><strong data-renderer-mark=\"true\">Jira for project management, <\/strong><\/a><strong data-renderer-mark=\"true\">or even Jira Service Management, <\/strong>you&#8217;re already on the right track. With the right tools, you can easily assess your employees&#8217; performance directly from their Jira tickets, providing you with a solid, objective foundation for your review.<\/p>\n<p data-renderer-start-pos=\"3807\">Now, we want to show you how to use Report Builder for Jira to prepare the best for your review.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][heading title=&#8221;What is Report Builder?&#8221; heading=&#8221;h2&#8243; el_id=&#8221;1750757518283-a6721ea6-6784&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<p data-renderer-start-pos=\"3930\"><strong data-renderer-mark=\"true\">Report Builder<\/strong> is the ultimate solution for enhancing Jira\u2019s reporting capabilities, allowing you to transform your Jira data into clear, actionable insights. Whether you&#8217;re using Jira on Cloud or Data Center, Report Builder helps you go beyond the limitations of Jira\u2019s default reports.<\/p>\n<p data-renderer-start-pos=\"4219\">With Report Builder, you get the best of both worlds:<\/p>\n<ul class=\"ak-ul\" data-indent-level=\"1\">\n<li>\n<p data-renderer-start-pos=\"4276\"><strong data-renderer-mark=\"true\">Easy-to-use templates<\/strong>: Create reports quickly with pre-built templates and an intuitive editor.<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"4375\"><strong data-renderer-mark=\"true\">Advanced customization<\/strong>: For power users, you can build reports using HTML, CSS, and JavaScript.<\/p>\n<\/li>\n<\/ul>\n<p>[\/vc_column_text][heading title=&#8221;Key Features of Report Builder&#8221; heading=&#8221;h3&#8243; el_id=&#8221;1750757570484-f9ed88a1-5863&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<ul class=\"ak-ul\" data-indent-level=\"1\">\n<li>\n<p data-renderer-start-pos=\"4508\"><strong data-renderer-mark=\"true\">Real-time reporting<\/strong><\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"4531\"><strong data-renderer-mark=\"true\">Powerful dashboards<\/strong><\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"4554\"><strong data-renderer-mark=\"true\">Self-service custom reports<\/strong><\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"4585\"><strong data-renderer-mark=\"true\">Customizable metrics and visualizations<\/strong><\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"4628\"><strong data-renderer-mark=\"true\">Advanced BI tools<\/strong><\/p>\n<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][heading title=&#8221;How to Conduct a Successful Performance Review&#8221; heading=&#8221;h2&#8243; el_id=&#8221;1750757612919-12990396-8725&#8243;][vc_column_text css=&#8221;&#8221;]Now that you understand the importance of data-driven performance reviews, let\u2019s explore how <strong data-renderer-mark=\"true\">Report Builder<\/strong> can help you gather meaningful insights from Jira. Here\u2019s a step-by-step guide on how to make the most of it.[\/vc_column_text][heading title=&#8221;1. Define Key Performance Metrics&#8221; heading=&#8221;h3&#8243; el_id=&#8221;1750757637318-1670e7a0-7177&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<p data-renderer-start-pos=\"4951\">The first step in preparing for a performance review is deciding what metrics to focus on. Here are some common ones you can track using <strong data-renderer-mark=\"true\">Report Builder<\/strong> for <strong data-renderer-mark=\"true\">Jira<\/strong>:<\/p>\n<ul class=\"ak-ul\" data-indent-level=\"1\">\n<li>\n<p data-renderer-start-pos=\"5116\"><strong>Productivity:<\/strong> How much work is getting done? Measure metrics like tasks completed, time logged, and adherence to deadlines.<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"5116\"><strong>Quality of Work:<\/strong> Are they delivering high-quality results? Track error rates, rework instances, and client satisfaction.<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"5367\"><strong data-renderer-mark=\"true\">Efficiency<\/strong>: How effectively are they working? Look at utilization rates, cycle times, and throughput.<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"5472\"><strong data-renderer-mark=\"true\">Collaboration<\/strong>: Are they contributing to team success? Track things like cross-team involvement, mentoring hours, and feedback quality.<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"5610\"><strong data-renderer-mark=\"true\">Learning &amp; Development<\/strong>: Are they growing? Measure skills acquired, training hours, and knowledge sharing.<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"5719\"><strong data-renderer-mark=\"true\">Customer Impact<\/strong>: How are they contributing to customer success? Track customer satisfaction scores, complaint resolution times, and Net Promoter Score (NPS).<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"5880\"><strong data-renderer-mark=\"true\">Leadership<\/strong>: Are they showing leadership potential? Measure project leadership, decision-making accuracy, and stakeholder alignment.<\/p>\n<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3 id=\"2.-Create-Reports-for-Your-Performance-Review\" data-renderer-start-pos=\"6015\">2. Create Reports for Your Performance Review<\/h3>\n<p data-renderer-start-pos=\"6062\">By defining the right metrics, you can create tailored reports that suit your needs. Let\u2019s explore some examples of how to gather data when using Jira Service Management (JSM) along with Report Builder.<\/p>\n<p data-renderer-start-pos=\"6266\">Why JSM? While you can certainly pull Jira data directly with Report Builder, JSM offers the best default issue fields, providing truly measurable metrics.<\/p>\n<p data-renderer-start-pos=\"6423\">Now, let\u2019s take a look at a few examples.<\/p>\n<h2 id=\"Create-a-Productivity-Report-for-Performance-Review\" data-renderer-start-pos=\"6466\">Create a Productivity Report for Performance Review<\/h2>\n<p data-renderer-start-pos=\"6519\">To create a productivity report for your employees, navigate to <strong data-renderer-mark=\"true\">Apps<\/strong> &gt; <strong data-renderer-mark=\"true\">Report Builder<\/strong> &gt; <strong data-renderer-mark=\"true\">Create Report<\/strong> &gt; <strong data-renderer-mark=\"true\">Universal Report<\/strong>.<\/p>\n<p data-renderer-start-pos=\"6642\">To assess productivity, you can, for instance, count the number of issues. Simply select the JSM project you wish to analyze in the <strong data-renderer-mark=\"true\">Scope<\/strong> field. The system will then calculate how many issues have been completed, how many are still pending, and how many are currently in progress.<\/p>\n<p data-renderer-start-pos=\"6924\">You can also filter the data by specific issue types.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;12195&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221; css=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3 id=\"Create-a-Review-on-the-Quality-of-Work\" data-renderer-start-pos=\"6984\">Create a Review on the Quality of Work<\/h3>\n<p data-renderer-start-pos=\"7024\">Navigate to the Universal Report as described above. Then, you can again define the scope you want to measure, set the desired chart type and define rows, colums and measures.<\/p>\n<p data-renderer-start-pos=\"7201\">To best display the quality of work in a JSM project, we filter for<\/p>\n<ul class=\"ak-ul\" data-indent-level=\"1\">\n<li>\n<p data-renderer-start-pos=\"7272\">Projects<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"7284\">Assignees<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"7297\">Sentiment<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"7310\">Count of Issues<\/p>\n<\/li>\n<\/ul>\n<p data-renderer-start-pos=\"7331\">The result can look like this:<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;12197&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221; css=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3 id=\"Collect-Data-for-a-Team-Performance-Review\" data-renderer-start-pos=\"7369\">Collect Data for a Team Performance Review<\/h3>\n<p data-renderer-start-pos=\"7413\">Data truly becomes valuable when it&#8217;s compared to other data. Report Builder makes it easy for you to create team performance reports &#8211; no coding skills required.<\/p>\n<p data-renderer-start-pos=\"7575\">You can monitor overall team performance by adding Report Builder reports as Jira gadgets to your dashboard. For example, the &#8220;Team Performance Review&#8221; gadget can display a custom report that tracks key metrics. The &#8220;Utilization&#8221; gadget allows you to view time logged across projects, while the &#8220;Workload&#8221; gadget helps you compare the workload distribution among team members. You can also add gadgets that show general performance metrics across different projects, such as the number of issues created and resolved by the team.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;12199&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221; css=&#8221;&#8221;][vc_column_text css=&#8221;&#8221;]To analyze your gadgets better, simply hit <strong data-renderer-mark=\"true\">maximize<\/strong>.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;12187&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221; css=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3 id=\"Collaboration-Performance-Review\" data-renderer-start-pos=\"8169\">Collaboration Performance Review<\/h3>\n<p data-renderer-start-pos=\"8203\">The type of reporting you create depends on the data you track in Jira (or JSM). For example, let&#8217;s say you track team collaboration by including the term &#8220;Mentorship&#8221; in the issue descriptions. In that case, you can filter for descriptions containing &#8220;Mentorship&#8221; in the Universal Report. You can also add columns for assignees and time tracked, allowing you to easily visualize collaboration across your team.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;12191&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221; css=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3 id=\"Create-a-Performance-Review-for-Learning-and-Development\" data-renderer-start-pos=\"8621\">Create a Performance Review for Learning and Development<\/h3>\n<p data-renderer-start-pos=\"8679\">It&#8217;s not just customer appointments that matter; internal activities like training sessions also contribute to your employees&#8217; development. These should be taken into account during the annual performance review. For instance, if you have an issue type called &#8220;Training,&#8221; you can easily filter by this issue type to track and evaluate these activities.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;12201&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221; css=&#8221;&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<p data-renderer-start-pos=\"9036\">You can also compare training hours vs mentorship hours, adding Report Builder gadget to your Jira Dashboard.<\/p>\n<h3 id=\"General-Employee-Performance-Overview\" data-renderer-start-pos=\"9147\">General Employee Performance Overview<\/h3>\n<p data-renderer-start-pos=\"9186\">Another way to analyze your team&#8217;s overall performance is by using Report Builder.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;12189&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221; css=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;&#8221;]<\/p>\n<p data-renderer-start-pos=\"9275\">As you can see, no matter what metrics you use to assess your employees&#8217; performance and provide constructive feedback, Report Builder offers endless possibilities for customization and insight.<\/p>\n<h2 id=\"Your-Way-to-an-Effective-Performance-Review\" data-renderer-start-pos=\"9471\">Your Way to an Effective Performance Review<\/h2>\n<p data-renderer-start-pos=\"9518\">Performance reviews should always be data-driven. This helps ensure fairness and clarity. Tools like Jira and Report Builder make it easy to gather meaningful insights. You can track productivity, collaboration, and development \u2014 all the key areas that matter.<\/p>\n<p data-renderer-start-pos=\"9780\">But remember, data alone doesn\u2019t tell the whole story. Performance reviews are about people, not just numbers. Not everything can be measured by a Jira report. Motivation, teamwork, and personal growth are harder to quantify but just as important.<\/p>\n<p data-renderer-start-pos=\"10029\">In the end, performance reviews don\u2019t have to be stressful. With the right approach, they can be an opportunity for growth and alignment. Keep it data-driven, but remember you\u2019re working with humans.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>To ensure the annual performance review is a success, you should base your feedback on reliable data. We\u2019ll show you how to do so using Jira. <\/p>\n","protected":false},"author":33,"featured_media":12203,"comment_status":"closed","ping_status":"open","sticky":false,"template":"single_cta.php","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[236,240],"tags":[324,291],"class_list":["post-12184","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles-agile","category-articles-time-resource-management","tag-jira-reporting-en","tag-report-builder-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Conduct a Perfect Performance Review - Actonic \u2013 Unfolding your potential<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/actonic.de\/en\/how-to-conduct-a-perfect-performance-review\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Conduct a Perfect Performance Review\" \/>\n<meta property=\"og:description\" content=\"To ensure the annual performance review is a success, you should base your feedback on reliable data. 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