Resource Library

WorkStory Blog

Our collection of written and video resources based on our work with customers.
Performance Reviews

AI and Performance Reviews: A Practical Guide

What AI is actually good at in performance reviews, where it falls short, and how to use it without losing manager judgment.
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Resources

One-on-One Meeting Templates for Managers

Four ready-to-use 1:1 templates — weekly, monthly, quarterly, and record of discussion — so you stop staring at a blank doc.
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Product Updates

Introducing the WorkStory MCP: Chat With Your Team’s Performance Data

WorkStory MCP connects performance data to AI tools like ChatGPT and Claude so HR, managers, and employees can turn feedback into action.
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WorkStory performance review cycle dashboard displayed on a laptop
Resources

Introducing Performance Review Cycles

See how Performance Review Cycles automate feedback, reminders, and AI-assisted review drafts so managers finish stronger reviews faster. Watch the demo.
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Performance Reviews

The Evolution of Performance Management Part Two

The second post in a series written by Tracie Sponenberg, covering the evolution of performance management, from the beginning until now. This article covers how technology reshaped performance management in the 2000s—and why digitizing processes didn’t always mean better human development.
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Performance Reviews

The Evolution of Performance Management Part One

Written by Tracie Sponenberg, Strategic HR Consultant & People-First Culture Strategist, this first post in a series traces the early evolution of performance management—from industrial-era systems to 1990s corporate practices. It explores how the original focus became overshadowed by legal compliance, setting the stage for change in the decades to follow.
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Performance Reviews

Arguments For & Against Pay Increases Based on Performance

Should raises be tied to performance reviews? Explore the pros, cons, and modern alternatives HR leaders are considering.
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Performance Reviews

Performance Review Dos and Don’ts

Discover the essential dos and don’ts of performance reviews to build trust, improve fairness, and turn evaluations into growth opportunities.
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Performance Reviews

How Often Should Your Team Do Performance Reviews?

Annual, quarterly, or continuous? Find the right performance review frequency for your team’s size, role type, and growth stage.
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Performance Reviews

Performance Review Rating Scales—Should You Use Them?

Are rating scales still useful in performance reviews? Explore the pros, cons, and alternatives HR leaders are adopting.
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Performance Reviews

Performance Review and Merit Increases

Explore how performance reviews shape merit increases, the risks of tying pay to reviews, and fairer approaches HR leaders can use.
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Performance Reviews

Perceptions of Performance Reviews: They Matter More Than You Think

Explore how employees perceive performance reviews, common pitfalls, and how HR leaders can modernize reviews with continuous feedback and fairness.
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Resources

Performance Reviews & Recognition: The Good, the Bad, and the Pointless

Performance reviews and employee recognition are two of the most widely used HR practices—but too often, they fail to work together.
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Feedback

5 Tips for Giving Psychologically Safe Feedback: A Guide for Managers and Leaders to Foster Trust and Growth

Discover how psychological safety can transform your team’s feedback culture. This guide shares expert-backed strategies for delivering feedback that builds trust and drives performance.
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Performance Reviews

Five Signs Your Performance Review Process Is Outdated

If reviews feel like a dreaded yearly formality, something's broken. Five signs it's time to rethink your process.
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Performance Reviews

5 Ways to Kickstart Your Performance Review Process for 2025

A fresh start doesn't need a new year. Five practical ways to make reviews about growth and engagement instead of dread.
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Newsletter

Gen Z Leaders Are Rising: How to Prepare Your Organization for the Shift

By 2025, 1 in 10 managers will be Gen Z. This generational shift marks a significant transformation in workplace leadership. Gen Z is stepping into management earlier than many expected, bringing new perspectives, priorities, and challenges.
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Manager working on a laptop beside an open notebook and coffee cup
Newsletter

How to Hold Managers Accountable for Performance Reviews

Reviews fail when managers aren't accountable for them. Three steps to build ownership — expectations, tools, follow-through.
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Newsletter

Three Common Performance Review Pitfalls—and How to Avoid Them

Overly negative reviews, vague goals, and a once-a-year cadence are the three most common ways reviews fail.
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Newsletter

5 Signs Your Team Is Quiet Quitting (And How to Fix It)

As a leader, one of the most challenging things to spot is when your team members have mentally checked out but are still physically present. This phenomenon is called quiet quitting—where employees do the bare minimum without showing the engagement they once had.
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Newsletter

Why Promoting Your Top Performer Might Be a Huge Mistake

Great individual contributors don't always make great managers. The Peter Principle, why it backfires, and how to avoid it.
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Newsletter

3 Mistakes Your Managers are Making That Are Killing Your Team's Motivation

Keeping your team motivated is a critical part of being a leader. But what if the things you’re doing—without even realizing it—are actually demotivating them?
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Newsletter

3 Simple Ways to Boost Employee Engagement

Engaged employees aren’t just happier—they’re more productive, more innovative, and they stick around longer. The good news? You don’t need to overhaul your entire organization to improve engagement.
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Newsletter

The #1 Tip for Success in the Workplace

When we think about career success, we often focus on skills, knowledge, and expertise. But there’s another factor that can be even more important for your success: being easy to work with.
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Newsletter

The Power of 360 Feedback: Why It’s Essential for Team Growth

One manager's view of your performance is incomplete. Why 360 feedback from peers and reports gives a fuller, less biased picture.
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Newsletter

5 Tips for Giving Better Feedback

At WorkStory, we’ve developed a simple approach to giving better feedback. Here are 5 tips that can make your feedback more effective and meaningful.
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Newsletter

Building a Feedback Culture

In our latest video, we dive into the importance of establishing a strong feedback culture within teams.
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Newsletter

10 Ways to Improve Your Employee Performance Reviews

10 real tips from WorkStory customers on making performance reviews less dreaded and more useful — plus a quick video walkthrough.
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Performance Reviews

Performance Reviews Reinvented: Leveraging Microsoft Teams with WorkStory

This post explores how leveraging Microsoft Teams with WorkStory can transform your performance review process, making it more efficient, accurate, and conducive to ongoing improvement.
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Product Updates

WorkStory Earns Coveted Software Advice FrontRunner Award... Again!

WorkStory is proud to announce it has once again been recognized as a Software Advice FrontRunner for 360 Degree Feedback Software!
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Culture

Should You Share Performance Evaluation Results with Employees?

The fundamental issue with the question of whether to share or not share performance evaluation results lies in the element of surprise.
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Feedback

Enhancing Leadership Through Regular Feedback

Effective leadership is a journey of continuous learning and application of insights to benefit the entire organization. While formal education like classes and training sessions can play a role, there's a simpler, more impactful approach: implementing a system for regular feedback collection.
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Product Updates

Introducing the WorkStory Performance Review Builder: Revolutionizing How You Conduct Performance Reviews

WorkStory's free Performance Review Builder helps you write a solid review in minutes — no templates, no blank-page dread.
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Product Updates

WorkStory Begins 2024 by Being Selected as Software Frontrunners From Software Advice

WorkStory kickstarted 2024 with huge success and accolades from the Gartner Digital Markets brand - Software Advice. Our product was recognized as a Front Runner in two categories - 360 Degree Feedback and Performance Management.
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Performance Reviews

Revolutionize Your Performance Reviews with Just One Click

In the dynamic world of work, performance reviews are pivotal in guiding employee development and organizational growth. However, the traditional process can be time-consuming and often detracts from the real purpose: meaningful development conversations. That's why we're thrilled to unveil a groundbreaking solution that's set to change the game.
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Performance Reviews

Communicating the Benefits: How to Introduce a Continuous Performance Evaluation Culture to Your Team

Nurturing a culture of continuous feedback is pivotal for fostering organizational growth and employee development. For executives contemplating this transformation, the task involves not just implementing a new system, but also effectively communicating its benefits to encourage buy-in from employees.
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Product Updates

Streamline Your Workflow: Introducing Inbox and Tasks in WorkStory

We're in an era where efficiency isn't just a buzzword – it's the backbone of successful team management. That's why we're excited to announce a significant update to WorkStory that will redefine how you navigate your workday: the new Inbox and Tasks features.
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Performance Reviews

Unveiling the Hidden Cost of Traditional Performance Reviews

Managers spend 210 hours a year on reviews, and most HR leaders say they're not worth it. The real cost — and the fix.
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Performance Reviews

Shifting the Paradigm in Performance Management: WorkStory vs. Traditional Software

Most performance software just digitizes the same annual review. Here's how WorkStory's continuous feedback model is different.
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Resources

Setting the Stage for a Productive Year: New Performance Management Habits

Ditch the annual reset. Practical habits managers can build year-round — real check-ins, continuous feedback, aligned goals.
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Resources

Bridging the Gap: Engaging Generation Z in Your Business

Gen Z is a growing share of your workforce. Here's what actually keeps them engaged — flexibility, growth, and real values.
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Performance Reviews

Transforming a Flawed Process: Getting Real Value from Your Annual Performance Review

In the world of small to medium-sized businesses, annual performance reviews are often met with skepticism and dread, both by employees and managers. Here's how you can maximize the benefits of your annual performance evaluation process.
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Resources

Seeking Clarity in Career Advancement: A Guide for Employees and Managers

Most employees feel in the dark about promotions. Here's how employees and managers can make career paths clearer.
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Performance Reviews

Jack Dorsey: No More Annual Reviews at Block

In a recent announcement that caught the attention of the corporate world, Jack Dorsey, the CEO of Block (formerly Square), unveiled a transformative approach to performance management within his company. This change, departing from traditional annual performance reviews, signifies a broader shift in how companies are rethinking employee evaluation and development.
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Resources

Real Talk: The Power of Authenticity in the Workplace

In today's business landscape, the significance of authenticity cannot be overstated. Especially since so much of our communication is taking place indirectly or through software channels, it's important to be clear and to get your real feelings across.
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Performance Reviews

The Problem with Spreadsheet-Based Performance Reviews

Spreadsheet reviews are manual, error-prone, and breed distrust. Here's why they fail — and what to use instead.
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Performance Reviews

Preventing Surprises in Employee Performance Reviews

Surprise feedback in annual reviews tanks engagement and drives turnover. Here's how continuous feedback prevents that.
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Performance Reviews

Getting Ready for Annual Reviews: A Guide to Preparing for Effective Performance Evaluations

Annual review season doesn't have to be chaos. A manager's checklist for scheduling, prep, and gathering real feedback.
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Resources

Beating Burnout: A Complete Guide for SMB Leaders

Burnout quietly wrecks productivity and retention. A practical guide for SMB leaders to spot it early and prevent it.
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Culture

The Hidden Costs of Favoritism: Why SMB Leaders Should Focus on the Entire Team

In today's dynamic business environment, leaders are constantly seeking ways to enhance team productivity and morale. However, there's one subtle yet pervasive issue that can undermine these efforts: favoritism. While it might seem harmless or even natural to favor certain employees, the consequences can be far-reaching.
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Performance Reviews

The Evolution of Performance Reviews: How Continuous Feedback Replaced Annual Reviews

The dreaded annual performance review has been a staple of workplaces for decades. Where did this practice originate? And why is it ripe for disruption by continuous feedback models? Let's explore the past, present and future of performance management.
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Employee Engagement

The Metric that Predicts Turnover: Why eNPS Matters More Than Ever

eNPS is a fast, simple signal for employee engagement. Here's how to measure it, act on it, and catch turnover risk early.
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Resources

The Future of Hiring is Skills-Based: A Guide for Startup Leaders

With limited resources, startups need to hire employees who can hit the ground running. This makes skills-based hiring an appealing modern approach. Rather than focusing on degrees and previous job titles, skills-based hiring prioritizes candidates' actual abilities.
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Remote Work

Back to the Office or Remote Work Forever? Inside the Growing Debate

Employers are eager to bring teams back to the office full-time. However, many employees have grown accustomed to remote work and are resisting a full return. This push and pull is causing tension between employers and staff.
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Culture

Nurturing a Psychologically Safe Workspace: A Catalyst for Enhanced Performance Reviews

In today’s fast-paced work environment, fostering a space where team members feel safe, respected, and valued is crucial. In this post, we'll delve into the importance of psychological safety in the workplace and its significant impact on performance reviews.
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Resources

Finding the Right Performance Management Tools for Nonprofits

Running a nonprofit is no small feat. We've created this guide to help nonprofit leaders pick the right tools to make managing performance easier and more effective.
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Resources

Leading by Example: Vacation Policies and Time Off

Vacation and time off are essential components of employee well-being and productivity but it seems that US workers are not taking as much time as they should. Let's explore the reasons behind this trend and the pivotal role leaders play in setting a precedent.
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Resources

Embracing the AI Revolution in HR: A Guide for the Future

In today's rapidly evolving digital landscape, Artificial Intelligence (AI) is reshaping industries, workflows, and job roles. It's crucial for HR professionals to understand and harness the potential of AI moving forward.
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Employee Engagement

The Shift to Employee Retention as a Top Priority

There's a significant shift taking place. A recent study by Gallagher has brought to light an intriguing trend: employers are now prioritizing employee retention over revenue and sales growth.
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Resources

Promote for Leadership, Not Just Proficiency

Have you ever seen someone who's really good at their job get promoted, but then they struggle in their new position? That's the Peter Principle.
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Performance Reviews

Kickstart Your Reviews With Our Performance Review Templates

We are excited to introduce our extensive library of performance review templates, carefully crafted to suit various industries and roles.
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Feedback

Avoiding Conflict: How to Overcome the Fear of Giving Constructive Feedback

Giving constructive feedback is an essential part of leadership and team dynamics. However, it can often be a daunting task, with many managers and peers fearing the potential conflict it might cause.
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Performance Reviews

Tips to Help You Improve Your 1:1 Meetings

It's time to revolutionize the way we conduct these meetings, transforming them from mere status updates to strategic growth sessions.
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Feedback

Turning the Tables on Feedback: Changing Actions, Not Character

For many, the word "feedback" can be met with a sense of dread or anxiety. Understanding the real reason people give feedback can help you to translate that information into action without side-swiping your sense of self.
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Performance Reviews

What People Get Wrong with Performance Reviews

Performance reviews, when done right, can be a powerful tool for employee development and organizational growth. However, they often fall short due to common pitfalls that hinder their effectiveness.
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Performance Reviews

How to Conduct a 360 Review: A Comprehensive Guide

A step-by-step guide to running 360 reviews — from picking raters to turning feedback into a real action plan.
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Resources

The Right Start: Essential Questions Managers Should Ask New Hires

A well-planned onboarding process is crucial to the success of any business, but it holds a particular weight for small and medium businesses (SMBs). This article will delve into some essential questions that managers at SMBs should ask their new hires to ensure a smooth, successful integration.
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Resources

Stop Wasting Time in Meetings: Mastering Effective Meetings for Remote SMB Teams

In today's remote work landscape, meetings play a crucial role in fostering collaboration and effective communication within SMB teams. However, if not managed properly, they can easily become time-consuming and unproductive.
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Resources

The Easy Ways to be a Great Coworker

Seven concrete habits — from communication to constructive feedback — that separate a great coworker from just a good one.
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Resources

Managing Performance in a Multigenerational Workforce

In today's workforce, SMBs often employ individuals from multiple generations. Bridging the generation gap and effectively managing performance is crucial for fostering a cohesive and productive work environment.
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Employee Engagement

How to Identify and Address a Toxic Work Environment in SMBs

Toxic work environments can negatively impact morale, productivity, and importantly, retention. Let's explore the signs of a toxic work environment to make it easier for leaders to identify if one exists and share strategies they can use to mitigate it.
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Employee Engagement

Quiet Promotions: The Impact on Employee Morale and Retention

Quiet promotions — added responsibility without recognition — quietly kill morale and retention. How to fix it.
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Resources

Free Resource: 100+ Essential Performance Review Questions Kit

Our 100+ Essential Performance Review Questions Kit is a powerful tool that not only provides you with an extensive list of meaningful performance review questions, but it also offers a range of features to help you make the most out of your performance reviews.
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Culture

The Role of Emotional Intelligence in Effective Leadership

Emotional intelligence refers to the ability to recognize and manage emotions in oneself and others. Leaders who possess high emotional intelligence can have a profound impact on team dynamics, employee engagement, and overall organizational performance.
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Feedback

Anonymous vs. Non-Anonymous Feedback: Which is Right for Your Team?

Anonymous feedback gets more honesty; non-anonymous builds more trust. How to know which one your team needs, and when.
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Feedback

Harnessing the Power of Real-Time Feedback for SMBs

Real-time feedback is becoming a crucial tool for today's fast moving teams, specifically those in Small and Medium-sized Businesses (SMBs). This dynamic approach to performance management fosters a culture of continuous learning and improvement, leading to immediate adjustments and enhancements in performance.
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Performance Reviews

Getting Your SMB Started with 360 Reviews

360 reviews are especially relevant to small and medium-sized businesses (SMBs). These reviews offer a holistic view of an employee's performance, providing insights that can be missed in a traditional, top-down review.
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Performance Reviews

The Psychology Behind Effective Performance Reviews

Performance reviews are a critical part of business strategy, aimed at aligning individual goals with organizational objectives. But at their core, they're deeply rooted in psychology. Understanding this psychological basis can empower leaders to conduct more effective, impactful performance reviews.
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Performance Reviews

A Guide for SMBs: Upgrading from Paper to Digital Performance Reviews

Employee performance reviews are essential to the growth and development of both your team and your business. However, traditional, paper-based reviews often pose challenges. They can be time-consuming, prone to errors, lack real-time feedback, and bring up storage issues.
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Performance Reviews

Transforming Employee Evaluation With AI and Automation

In this digital age, performance review processes are evolving with the integration of automation and AI technology. By embracing these advancements, businesses can streamline their performance review processes, improve objectivity, and drive meaningful outcomes.
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Resources

Building Better Performance Improvement Plans (PIP)

Performance improvement plans (PIPs) are designed to address underperformance and provide employees with the necessary support to improve. These plans set clear performance goals and expectations and outline the steps needed for employees to enhance their skills and achieve their potential.
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Culture

How to Encourage Employees to Be Advocates for Your Brand

In the age of social media, leveraging employee advocacy has become a powerful tool for boosting a company's brand. However, striking the right balance between influencing employees and allowing for organic sharing can be a challenge for business leaders.
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Resources

Key Questions to Ask During an Exit Interview

When an employee leaves a company, conducting an exit interview is a valuable opportunity to gather feedback and insights. Effective off-boarding ensures a positive departure experience for the employee and provides valuable information for the company to improve retention rates and create a better work environment.
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Performance Reviews

Why People Hate Employee Performance Reviews

Employee performance reviews can be challenging for many people. Let's explore the common reasons why these reviews are often disliked and how we can make them better.
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Performance Reviews

Getting on the Same Page: How Managers and Employees Become Misaligned in Performance Reviews

Infrequent discussions between employees and managers can lead to a misalignment of expectations, stifled growth, and missed opportunities for improvement. Let's delve into the ramifications of infrequent performance conversations and explore how embracing continuous performance reviews can bridge the gap, fostering a more aligned and thriving workplace.
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Performance Reviews

The Go-To Guide for Continuous Performance Reviews

In the world of performance management, the old ways are giving way to a new paradigm – continuous performance reviews. Traditional annual or biannual reviews are no longer enough to support the growth and development of employees.
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Employee Engagement

How HR Managers Can Boost Team Morale on a Tight Budget

Keeping your team motivated and engaged is essential for business success. However, when budgets are tight or there is a perceived economic downturn, it can be challenging to maintain high morale. Fortunately, there are many creative ways that HR managers can positively impact team morale without breaking the bank.
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Remote Work

Building a Strong Company Culture for Remote Teams

As more companies shift to remote work, it's becoming increasingly difficult for remote teams to establish a sense of togetherness and connectedness. We've collected some methods that HR managers can use to construct a robust culture for remote teams that lasts and the steps they can take to communicate that culture to new team members.
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Performance Reviews

Collaborating with Employees to Create a Performance Review Process That Works

Performance reviews are an essential aspect of employee development and growth, but oftentimes they can feel like a one-sided conversation. Involving employees in the development of the performance review process can lead to more effective and impactful reviews.
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WorkStory and Webex logos connected on a blue background
Resources

Streamlining Performance Reviews with Webex

Run employee performance reviews through Webex with automated feedback, reminders, and AI-assisted summaries. See how WorkStory simplifies the review process.
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Performance Reviews

Introducing WorkStory AI Assist

WorkStory AI Assist turns a year of Slack, Teams, and Webex feedback into real-time performance insights — see how it works.
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Performance Reviews

5 Tips for Effective Remote Performance Reviews

Managers are faced with new challenges in conducting performance reviews for their remote employees. The traditional approach of a face-to-face meeting is no longer applicable, and managers must adapt to the new normal.
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Resources

Bonuses that Work: A Practical Guide to Building a Fair and Effective Bonus System

Most bonus systems are opaque and once-a-year. Here's how to build one that's transparent, flexible, and tied to real performance.
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Resources

The 10 Factors to Consider When Promoting Employees

As companies evolve, promoting employees to higher roles becomes crucial to maintaining their growth and success. But how do managers determine which employees are ready for a promotion?
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Employee Engagement

How Managers Can Address and Solve Burnout in Their Employees

As a manager, you play a vital role in ensuring the well-being of your team members. One of the most significant challenges that you might encounter is employee burnout.
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Employee Engagement

How to Manage and Motivate Your Gen Z Employees

It's important to understand that the younger generation of employees, specifically Gen Zers, have a different set of expectations when it comes to their workplace and their managers.
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Performance Reviews

Choosing Performance Review Software for Marketing and Creative Agencies

As creative agencies and marketing firms mature, leadership typically develops a need for managing performance reviews. But with so many options available, how can you choose the best one for your team?
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Culture

Leading with Empathy: The Benefits of Servant Leadership

A new approach to leadership has emerged – one that prioritizes serving others before oneself. It's called servant leadership, and it's a game-changer.
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Performance Reviews

Forced Ranking: How to Learn and Improve Upon Them

Forced ranking systems, also known as forced distribution, have been used by many organizations as a way to evaluate employee performance. However, this system has a negative impact on employees and can be detrimental to their motivation, morale, and productivity.
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Resources

The Three Essential Aspects of Successful Employee Offboarding

Effective offboarding ensures that the departing employee leaves on good terms, and it provides valuable feedback to the company about how to improve retention rates and create a better work environment.
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