What Is an End-of-Year Review? (With Tips To Help You Prepare)

At the end of each year, it is important for organizations and businesses to conduct an end of year review in order to assess the progress made during the previous year. This review is essential in helping to identify areas of success, identify areas of improvement, and plan for the upcoming year. An end of year review can also help to make sure that business goals, objectives, and strategies are in place and are being met. This review can help to ensure that companies are meeting their goals and objectives and are on track for future success. An end of year review also provides valuable insight to an organization’s performance, productivity, and overall success. An effective end of year review can provide the organization with valuable data to use for future planning and decision-making. This blog post will provide an overview of end of year reviews, the benefits they provide, and the best practices to use when conducting one.

What Happens in A Year End Review? In a year end review, a manager evaluates whether employees have met their goals. The manager tells them whether they have measured up to (or surpassed) expectations.

Elements to discuss in your end-of-year review

An end-of-year review typically includes the following components, so you might want to be ready to discuss them with your manager:


Take some time during your end-of-year review to discuss your biggest professional accomplishments from the past year. Examine your work calendar or emails prior to the meeting to become familiar with the work you completed earlier in the year. Make some notes for yourself about any projects you finished or any new obligations you took on. Explain to your manager why you are proud of your work in those areas as you describe your accomplishments. Thinking back on your accomplishments can help you demonstrate to your manager that you are a valuable employee who contributes to the company’s goals during an end-of-year review.

Job responsibilities

A discussion about your daily tasks with your manager during your end-of-year review is highly recommended. If you want to work on new projects to advance your career or your professional development, let your manager know. Similar to this, if you believe you may be working on too many things at once, explain to your manager why it might be advantageous for them to assign some of your duties to other team members. During this time, you can also inquire with your manager about getting additional training to assist you with some of your duties.

Improvement opportunities

As an employee, you can demonstrate initiative by inquiring with your manager about any opportunities to strengthen your work output. Your boss can offer constructive criticism that will serve as a guide for you as you continue to advance in your career. Request specific instances of when you could have gone above and beyond to fulfill expectations so that you can better yourself in the future. You can also inquire about more general areas of improvement, like communication or time management. This conversation can give you some practical advice on how to live up to your manager’s expectations.


Your end-of-year review might talk about the abilities or performance areas in which you consistently perform well. Inquire about your employee strengths to learn what your manager appreciates most about your work. It’s beneficial to request specific instances where you demonstrated your strengths so that you can keep showcasing those admirable traits. Knowing the abilities your employer values can inspire you to continue performing well and producing your best work.

Career goals

Discussing your long-term objectives with your manager during your end-of-year review is a good idea. Set some performance-related goals if you’re content to stay in your current position so you can keep doing a good job. If you’re prepared to move up in the company, talk to your manager about the possibility. Ask if they are aware of any openings that might fit the objectives you have for yourself. This demonstrates to your employer that you want to advance in your career with the business.

Company goals

Along with your own objectives, inquire with your manager about the company’s goals for the upcoming year to learn how you can contribute to those objectives. You can inquire with your manager to see if they are aware of any organizational changes that could affect your job. This can assist you in comprehending the company’s overall direction as well as the significance of your own role. It can also assist you in determining whether your own career objectives coincide with those of the business in the long run.


It is typical for you to talk about your pay with your manager at the end of the year review. Use the opportunity to inquire about a potential raise once you’ve finished discussing your performance and your goals for the upcoming year. Inquire about your eligibility for a pay raise if your manager gave you favorable feedback during the performance review. Speak with assurance and get ready to back up your request with concrete examples of why you deserve a raise. Before speaking with your manager, it is beneficial to practice this conversation with a friend or relative in order to increase your confidence.

What is an end-of-year review?

An annual evaluation of an employee’s performance is known as a end-of-year review. An employee typically meets with their manager for an end-of-year review to go over their work performance, objectives, and accomplishments. While some businesses hold end-of-year reviews in December, others do so at another time of the year, Employees can connect with their manager and receive professional development assistance from annual reviews.

Tips for completing a successful end-of-year review

The following advice will assist you in finishing a successful end-of-year review:


It can be beneficial to prepare some thoughts about your work performance before your end-of-year review. In order to assess whether you were successful in achieving your goals for the previous year, take into account your accomplishments, duties, and skills in your position. To keep track of their tasks and projects throughout the year, some professionals find it useful to keep a work folder or notebook. This can be useful as you get ready to talk to your manager about your performance at work.


Make sure to pay close attention to your manager’s comments and suggestions during the review so you can remember them. If it helps, request from your manager the ability to record the meeting so you can review it later. Maintain eye contact with your manager while they are speaking, and show them that you are paying attention by nodding or asking questions. During your review, paying attention to your manager can help you remember their advice and foster a relationship of trust with them.

Provide specifics

When speaking with your manager, give specific details or examples to back up your assertions regarding your performance and accomplishments. Ask for more information when your manager gives you feedback so you can understand their assessment of your performance. When your manager says something you might disagree with, express your appreciation and respect for their point of view. After they’ve finished speaking, express your own opinion while citing specific instances to support your point of view.

Follow up

Ask your manager if you can have a follow-up conversation to go over your progress toward the objectives you set during the meeting after the review. You might want to meet with your manager once more in the coming month or a few months, depending on your goals. Meeting with your manager at least once every three months can help you make sure you keep moving toward your objectives. Even though a year-end review is a useful conversation, it’s crucial to keep in touch with your manager throughout the year to make sure you can still meet your obligations.

Performance Review Tips


What should I say in my year end review?

What to say in a performance review
  • Talk about your achievements. …
  • Discuss ways to improve. …
  • Mention skills you’ve developed. …
  • Ask about company development. …
  • Provide feedback on tools and equipment. …
  • Ask questions about future expectations. …
  • Explain your experience in the workplace. …
  • Find out how you can help.

How do I write a Year End Review?

Try using the suggestions below to drive the results you desire.
  1. Give positive feedback first. …
  2. Set goals and new challenges. …
  3. Don’t base feedback on results. …
  4. Be clear and specific. …
  5. Use a growth mindset. …
  6. Limit feedback to one or two areas at a time.
  7. Find a solution together.

What should be included in Year in Review?

Feel a part of something bigger. And it is with this point in mind that I’m sharing with you today how to write a year-in-review email for your customers that they will actually read!

End of year/year-in-review email ideas
  • Growth stats. …
  • Milestones & achievements. …
  • Account-specific reports. …
  • Superlatives. …
  • Industry stories.

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