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Dear Anna,

Annual reviews are just around the corner. What can I do to ensure it’s effective over Zoom rather than face-to-face in the office? 

For individuals:

It’s more important than ever to plan the topics you want to discuss this year. If you have important items such as promotion prospects or challenges meeting budget, consider a call or note to your reviewer in the days leading up to the review to put these items on the agenda. It’s harder, but not impossible, to bring up a sensitive topic over Zoom. Getting a sense of the right time is hard when you can’t read body language. It’s also easy for misunderstandings to occur. If your process includes the dreaded self-assessment, think of it as a draft for discussion, not a witness statement. You want enough detail to remind your reviewer of key areas without perfecting every sentence.

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