Within our jobs, all of us have reviews of some kind. They may be annual, bi-annual or monthly and they may have a variety of titles – annual review, appraisal, performance review.

Some of us may also be trained in how to best conduct a review with staff members.

The annual review is the most important meeting of the year- your pay may be decided, you could discuss your bonus or areas that are key to the success of the business.

Despite the important many do not spend the time planning, setting out results-based achievements nor what they want to achieve in the following year. Too often we are passive and let our manager drive the process.

This course focuses your attention on what you want and what you need out of your annual review.

It will take you through the preparation, how to deal with tough meetings, and how to ensure your boss knows your career plans. It will help you gain control of a key meeting that will directly impact your career.

Course Key Concepts: Annual review, Performance review, Bonus review, Appraisal, Feedback, Goal setting

Learning Objectives
  • Identify the key focus for your appraisal.
  • Explore the topics, you want to focus on.
  • Recognize the skills to participate in the meeting on your terms.
  • Discover the techniques to deal with setbacks in your annual review meeting.
Last updated/reviewed: January 17, 2024
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
  Introduction to Ace Your Annual Review4:52
  Focus on Your Annual Review9:20
  Setting Yourself for Success10:41
  Topics to Focus On10:42
  Skills and Techniques to deal in a Meeting10:26
  Your Action Plan6:50
  Ace Your Annual Review52:51
  Slides: Ace Your Annual ReviewPDF
  Ace Your Annual Review Glossary/IndexPDF
  Annual Review Planning SheetPDF
  SERVE Planning SheetPDF
  Understanding Critical thinking - Short guidePDF