Set the stage. Open the "Performance Reviews, PIPs & Legal Compliance" session by introducing this slide — "Performance Reviews — Why They Matter". Briefly explain why this topic matters to the managers in the room and what they'll be able to do differently by the end of the deck. Invite people to keep a notepad handy for questions. Talking points (walk through each in order): 1. The Purpose. Formal documentation of an employee's performance over the review period, tied to documented SMART goals set at the beginning Facilitator tip: say this in your own words, then ask the group for a real example of "the purpose" from their own team before moving on. 2. The Non-Surprise Rule. Reviews should formalize ongoing conversations — nothing in a review should surprise the employee if coaching happened consistently Facilitator tip: say this in your own words, then ask the group for a real example of "the non-surprise rule" from their own team before moving on. 3. The Compliance Dimension. Reviews are legal documents. Vague, personality-based, or undocumented ratings create discrimination and retaliation risk Facilitator tip: say this in your own words, then ask the group for a real example of "the compliance dimension" from their own team before moving on. 4. Manager vs. HR Ownership. Managers own the evaluation and the conversation. HR owns process compliance and policy interpretation. Facilitator tip: say this in your own words, then ask the group for a real example of "manager vs. hr ownership" from their own team before moving on. 5. Phase 2 Target. 95% or higher review completion rate — every employee receives a documented performance conversation Facilitator tip: say this in your own words, then ask the group for a real example of "phase 2 target" from their own team before moving on. Engage the room. Ask: "How does this show up in your team today?" — let two or three people respond. Timing & transition. Aim for roughly 6–7 minutes on this slide. When the points have landed, transition forward with a short bridge such as "Now that we've covered performance reviews — why they matter, let's look at what comes next."

Speaker Notes · Slide 1

Performance Reviews, PIPs & Legal Compliance