Fresh off of annual performance review season, we’re talking about how to ace your next one. We also ask Emily Forrester, Chief People Officer at Workiva, how one-on-one meetings can have a positive influence on the year-end review process. Speaking of 1:1 meetings, we have a template you can use whether you’re a manager or an individual contributor to guide your regular check-ins. Check out the one-on-one meeting template: https://www.workiva.com/resources/one-one-meeting-template-books-podcast 0:00 Let’s smash your next annual review 1:30 Start with 1:1s (and our handy template) 3:20 Emily’s #1 thing for managers to do 4:30 The role of one-on-one meetings 5:55 Pivot! 7:35 Setting the agenda 10:00 An accounting perspective, with a reveal from Emily! Who sets the agendas in your 1:1 meetings? What do you appreciate about the managers you enjoy meeting with regularly? Please let us know in the comments and if you’d like to tell us about it on the podcast. You can find more conversations of us surfing the uncharted waters of accounting, finance, risk, and wherever else the waves take us at workiva.com/off-the-books-podcast. We want to hear from you! Email us at offthebooks@workiva.com with your thoughts and feedback. #Accounting #Podcast #AccountingPodcast #FinancePodcast #Career

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