hr business review presentation

• HR Tools , Performance Management , Strategic Planning and Execution , Strategy Execution

Quarterly Business Review Template for HR

• June 18, 2024

You’re at a board meeting, and the CEO asks, “How exactly are HR initiatives impacting our bottom line?”  

Silence. 

We’ve all been there.

While HR plays a vital role in attracting, developing, and retaining top talent, its impact on the organization’s balance sheets can sometimes be a mystery to executives focused on immediate ROI.

This is where the Quarterly Business Review (QBR) becomes your secret weapon. A well-planned HR quarterly business review is an opportunity to showcase the strategic value HR brings to the table. This blog post will equip you with all the tools you need to conduct impactful HR QBRs. By the end of this guide, you’ll be ready to confidently answer that boardroom question and solidify HR’s position as a strategic partner in driving organizational growth.

What is Quarterly Business Review for HR, and Why is it Important?

Quarterly Business Reviews are structured meetings held every three months where a business or a specific department within a business reviews its performance, strategies, and goals. The primary purpose of QBRs is to ensure alignment between the company’s strategic objectives and its operational activities, evaluate progress, and identify areas for improvement. 

Why are Quarterly Business Reviews Important?

Demonstrating hr’s value.

One primary reason for conducting an HR QBR is to showcase the impact of HR initiatives on overall business goals. By presenting data-driven insights and highlighting key achievements, HR teams can demonstrate their value and contribution to the organization’s success. This not only strengthens the perception of HR as a strategic function but also helps secure buy-in and support from senior leadership during future meetings for initiatives.

Data-Driven Decision Making

The QBR process allows HR teams to delve deep into relevant data and analyze trends across various metrics, such as employee engagement, diversity and inclusion, pay equity, and overall workforce demographics. By identifying areas of strength and opportunities for improvement, HR professionals can make informed decisions about their strategies and allocate resources more effectively. This data-driven approach ensures that HR initiatives are grounded in facts and aligned with the organization’s needs.

Alignment with Business Goals

A well-executed HR QBR helps bridge the gap between HR and the broader business objectives . By reviewing progress against previously set goals and aligning HR initiatives with the organization’s overall strategy, HR teams can ensure that their efforts are contributing to the company’s success. This alignment fosters a sense of unity and collaboration across different departments, as HR works hand-in-hand with other functions to drive the organization forward.

Improved Communication & Collaboration

The QBR process encourages open communication and transparency between HR and stakeholders across the organization. By regularly sharing insights, challenges, and successes, HR teams can build trust and strengthen relationships with their colleagues. This collaborative approach not only enhances the effectiveness of HR initiatives but also promotes a culture of continuous learning and improvement.

Now that we’ve established the significance of QBRs for HR, let’s quickly look at the key components of effective quarterly reviews.

Key Components of an Effective QBR

A well-structured QBR is the foundation of a successful HR review. Think of it as your chance to craft a compelling narrative that showcases the impact HR has on the organization. Here’s a breakdown of the crucial components that will help you tell your strategic HR story:

Executive Summary

Think of this as the elevator pitch for your HR initiatives. In a concise and engaging way, summarize your key findings and insights. Briefly highlight major achievements from the previous quarter, challenges encountered, and any ongoing strategic initiatives. Here’s an example:

“This quarter, HR initiatives focused on improving employee engagement through a new wellness program.  We saw a 15% increase in employee participation in wellness activities, leading to a 10% reduction in absenteeism. However, challenges remain in attracting diverse talent. Moving forward, we’ll be implementing a targeted recruitment strategy to address this gap.”

OKRs and Goal Alignment

Did you hit the bullseye? Clearly outline the Objectives and Key Results (OKRs) established for HR at the beginning of the quarter. Here’s your chance to demonstrate how effectively your initiatives aligned with achieving those goals.

“One of our key objectives this quarter was to improve employee retention by 5%. Through a revamped onboarding program and mentorship initiatives, we achieved a 7% retention rate, exceeding our initial target.”

Peoplebox offers a comprehensive OKR management platform that helps you streamline your OKR process, enhance collaboration, and drive meaningful discussions around goal alignment and achievement. 

Performance Metrics

Go beyond vanity metrics! Showcase key HR metrics that demonstrate progress and impact.  Use visuals like charts and graphs to highlight month-on-month trends for relevant metrics, such as:

• Employee Engagement: Track employee sentiment through surveys, focus groups, or participation rates in company events.
• Diversity, Equity, Inclusion & Belonging (DEIB): Monitor progress towards DEIB goals by analyzing workforce demographics and representation in leadership positions.
• Pay Equity: Ensure fair compensation practices by analyzing pay gaps between genders and ethnicities.
• Overall Employee Demographics: Identify trends in workforce demographics like age, tenure, and skill sets to inform future talent acquisition strategies.
• Headcount Management: Track your efficiency in managing headcount by analyzing recruitment costs, time-to-fill positions, and turnover rates.
• New Hire Performance: Measure new hire productivity and engagement during their first few months to evaluate the effectiveness of onboarding programs.

Strategic Initiatives

Deep dive into the progress of ongoing HR initiatives and projects. Explain what you’ve accomplished, analyze their impact on achieving business goals, and identify any areas for improvement. For instance: 

“We implemented a new skills development program in the current quarter to address a critical skill gap in our customer success team. Initial results from customer feedback show a 20% increase in customer satisfaction, indicating better customer relationships. Moving forward, we’ll be expanding the program to other departments.”

Challenges and Opportunities

No journey is perfect. Identify key challenges faced by the HR team during the quarter, such as high turnover rates in a specific department or difficulties attracting top talent in a competitive market. Don’t just present problems; use them as springboards for growth. Highlight potential opportunities for improvement and propose solutions to address these challenges.

“A major challenge this quarter was a spike in turnover within the marketing department.  We’ve identified low morale as a contributing factor. To address this, we’ll be conducting exit interviews and employee surveys to gather more data.  Based on the findings, we’ll be developing targeted initiatives to improve employee satisfaction and retention within the marketing team.”

Action Plans and Roadmap

This section focuses on setting goals for the upcoming quarter and outlining specific action plans to achieve these objectives. By defining clear goals and actionable steps, HR can drive progress and ensure alignment with the organization’s strategic direction.

Here’s an example:

Challenge :  High turnover rate in the Sales team (10% in Q2)

Action Plan :

Goal : Reduce Sales department turnover rate to 5% by Q4.

• Action 1 (Owner: HR Manager): Conduct exit interviews with departing Sales employees to understand key reasons for leaving (Timeline: July).
• Action 2 (Owner: Sales Director & HR Business Partner): As a next step, implement a stay interview program to identify potential turnover risks and address employee concerns proactively (Timeline: August).
• Action 3 (Owner: HR Team): Review and potentially revise compensation and benefits packages for the Sales department to ensure competitiveness within the industry (Timeline: September).
• Action 4 (Owner: Sales Director & HR Training Specialist): Develop and launch a targeted training program focused on career development opportunities within the Sales department (Timeline: October).

FREE Quarterly Business Review Template PPT

Are you ready to take your HR Quarterly Business Reviews to the next level? Look no further than our comprehensive QBR template slide deck, designed to help you streamline your review process, communicate your impact effectively, and drive meaningful change within your organization. 

Using our free QBR template is easy! Simply download the PPT file and customize it to fit your organization’s specific needs and preferences.

Best Practices for Conducting QBRs

Conducting an effective QBR for HR requires a strategic approach that combines data-driven insights, clear communication, and collaborative efforts. By following best practices and continuously refining the process, HR teams can ensure that their QBRs deliver meaningful results and drive organizational success. Let’s explore some key best practices for conducting impactful HR QBRs:

Customization: Tailor the QBR presentation template to your organization’s unique culture, goals, and challenges. Focus on metrics most relevant to your situation and prioritize areas needing the most attention. Adapt the presentation style to resonate with your audience.

Data is Your Superpower : Gather accurate, recent data from various sources and analyze it to uncover hidden stories. Identify trends, patterns, and connections to make informed decisions and develop data-driven strategies. Use charts and graphs to present complex information in a clear and captivating way.

Become a Master Storyteller : Craft a compelling narrative that showcases the impact of your HR initiatives. Highlight the human element and connect the dots between HR’s work and positive outcomes for employees and the organization. Use case studies, employee quotes, and engaging visuals to create a strong emotional connection.

Collaboration is Key : Break down silos by involving cross-functional teams in the QBR process. Gain valuable insights, identify areas of collaboration, and ensure HR initiatives align with broader organizational goals. This fosters a sense of shared accountability and promotes a big picture view of the organization’s performance.

Continuous Improvement : Your QBR PowerPoint template is a living document. Seek feedback from stakeholders, gather insights on the process, and identify areas for improvement . By continuously adapting and refining your approach, you can ensure your HR QBRs stay focused, impactful, and aligned with your organization’s evolving needs.

How to Prepare for QBRs?

So, you’ve got your customized template and a captivating narrative in mind. Here are some key actions to ensure your HR QBR is a smooth and successful experience:

• Collect key HR metrics such as engagement scores, turnover rates , hiring stats, and diversity data well in advance. Ensure accuracy and up-to-date information.
• Define the purpose of the QBR, aligning it with broader organizational goals. Decide if the focus is on reviewing past performance, setting future goals, or strategizing.
• Create an agenda with specific time slots for each topic, including an executive summary, key metrics review, strategic initiatives, challenges, and next quarter’s plans.
• Make sure to invite the right attendees, including executives, managers, and key stakeholders.
• Identify significant trends and insights from the data. Provide context to help stakeholders understand underlying factors and overall performance.
• Anticipate questions and prepare thoughtful responses. Have backup data ready to support your points.
• Record key points, decisions, and action items from the QBR. Distribute meeting minutes and follow up on action items to ensure accountability and prepare for the next QBR meeting.

What are the Different Ways to Run QBR meetings?

Here are the most common ways to conduct a good QBR meeting:

• In-person meetings : Bringing the HR team and stakeholders together in a physical space for face-to-face discussions and presentations.
• Virtual meetings : Conducting the QBR using video conferencing tools, allowing for remote participation and collaboration.
• Hybrid meetings : Combining in-person and virtual elements, enabling both on-site and remote attendees to participate actively.
• Asynchronous meetings : Sharing the QBR presentation and materials asynchronously, allowing stakeholders to review and provide feedback at their convenience.

Remember, the format and approach to conducting these QBR meetings can vary depending on the organization’s needs, team dynamics, and technological capabilities.

Conduct Effective QBRs with Peoplebox

Peoplebox is the most integrated OKR, performance management and employee engagement platform that empowers HR teams to streamline their quarterly business reviews and ensure alignment with strategic objectives. Here’s how:

Streamlined Process : Peoplebox simplifies the QBR process by automating the syncing of OKRs and Key Performance Indicators, reducing the need for manual updates and ensuring that all relevant data is easily accessible.

Enhanced Collaboration : The integration with Slack enables HR teams to conduct performance reviews and QBRs in a collaborative environment, fostering open communication and encouraging active participation.

Customizable Dashboards : Peoplebox offers fully customizable dashboards that can be tailored to specific organizational needs, ensuring that the QBR process is tailored to the organization’s unique requirements.

Real-Time Progress Tracking : Peoplebox’s real-time progress tracking feature ensures that all stakeholders are informed and aligned with the latest key developments, and that any roadblocks can be identified and addressed promptly.

Ready to rock your next quarterly business review meeting? Get in touch with us today!

FAQs on QBR Template for HR

1. who should attend an hr qbr.

An HR QBR should include key stakeholders from the HR team, as well as representatives from other departments and leadership. Attendees may include:

• HR managers and directors
• HRBP (HR Business Partners)
• Talent acquisition and development leads
• Compensation and benefits specialists
• Diversity, equity, and inclusion (DEI) champions
• Executives and C-suite leaders

The specific attendees may vary depending on the organization’s size and structure, but it’s essential to ensure that all relevant parties are represented to foster collaboration and alignment.

2. How can I ensure my QBR presentation has clarity?

To create a clear and concise QBR presentation, follow these best practices:

• Have an executive summary that highlights key takeaways and action items
• Use data visualizations, such as charts and graphs, to present metrics and trends
• Avoid jargon and keep language simple and easy to understand
• Focus on the most critical information and avoid overwhelming the audience with too many details
• Use a consistent and visually appealing template throughout the presentation

3. What is the difference between an HR QBR and EBR?

The main difference between an HR QBR and an EBR (Executive Business Review) is the scope and audience:

• HR QBRs focus specifically on HR initiatives, metrics, and challenges, and are typically attended by HR professionals and cross-functional stakeholders.
• EBRs have a broader scope, covering overall business performance, strategy, and goals. They are usually attended by executives and senior leaders across the organization.

While HR QBRs provide a deep dive into HR-specific areas, EBRs offer a high-level view of the company’s performance and direction.

4. How long should an HR QBR be?

The length of an HR QBR can vary depending on the organization’s needs and the amount of content to be covered. However, it’s generally recommended to keep the presentation concise and focused. A typical HR QBR may range from 30 minutes to an hour, with additional time allocated for discussion and Q&A.

Table of Contents

What’s Next?

Get Peoplebox Demo

Get a 30-min. personalized demo of our OKR, Performance Management and People Analytics Platform Schedule Now

Take Product Tour

Watch a product tour to see how Peoplebox makes goals alignment, performance management and people analytics seamless. Take a product tour

Subscribe to our blog & newsletter

Popular Categories

• Performance Management
• Employee Engagement
• One on Ones
• People Analytics
• Strategy Execution
• Remote Work

Recent Blogs

100+ HR Manager Interview Questions To Ask

Importance and purpose of recruitment and selection in driving business results

15+ Techniques of Job Analysis

• Performance Reviews
• 360 Degree Reviews
• Performance Reviews in Slack
• 1:1 Meetings
• Business Reviews
• Engagement Survey
• Anonymous Messaging
• Engagement Insights
• Org Chart Tool
• Integrations
• Why Peoplebox
• Our Customers
• Customer Success Stories
• Product Tours
• Peoplebox Analytics Talk
• The Peoplebox Pulse Newsletter
• OKR Podcast
• OKR Examples
• One-on-one-meeting questions
• Performance Review Templates
• Request Demo
• Help Center
• Careers (🚀 We are hiring)
• Privacy Policy
• Terms & Conditions
• GDPR Compliance
• Data Processing Addendum
• Responsible Disclosure
• Cookies Policy

Share this blog

A Complete Guide to Create a Quarterly Business Review Presentation

The quarterly business review (QBR) meeting is the time for organizations to reflect on the progress and achievements made in the last quarter and the goals and plans for the next quarter. It is an opportunity for companies to take a closer look at how successfully they met their OKRs (objectives and key results), KPIs (key performance indicators), and revenue targets set previously and prepare future strategies based on those insights. 

The QBR meetings are all about numbers and statistics, and presenting them in a way that keeps the audience hooked and encourages them to take note of what you have to say is an arduous task. Here a well-designed and well-structured presentation can change the game!

If you are presenting the QBR for the first time and need help deciding what to include in the presentation, here is the complete guide! Go through it and learn how to prepare the quarterly business review presentations, how to deliver them, and the best practices to follow. 

Let’s begin!

Tips for a Spellbinding QBR Presentation

Remember, a quarterly business review presentation is not a bragging session, a networking event, or a sales pitch. Instead, it’s the representation of the value you delivered to customers, the impact or difference your product/service made on clients’ businesses, and goals for the upcoming 90 days. 

So, don’t make the QBR presentations self-serving. Follow the below-given tips for creating a winning one-

1. Know Your Audience

Spending time and exerting efforts to get to know your audience is the make-or-break factor for a successful QBR presentation.

Undoubtedly, as a speaker/presenter, the spotlight will be on you, but remember, the audience is the ‘other half’ of your presentation. They want to take away something valuable from your session in lieu of their precious time and undivided attention.

So, it’s always good to get an idea about your audience to create a relevant and meaningful presentation. It will also help you define your presentation’s goals and decide what content should be included. 

The quarterly business review presentation may be for internal employees (team members, department heads, senior executives, CEOs, etc.) or external stakeholders (clients, customers, suppliers, etc.). 

2. Define Goals

After gaining an understanding of the audience, set your presentation goals. A clearly- defined goal provides the right direction to your review, veering off unproductive and meaningless discussions. 

For example, suppose you are the CEO of the company and want to present a business review for the past quarter to your team; your presentation goals may be-

• showcasing the performance of each team member and the team as a whole.
• presenting the goals that were met, exceeded, or not met and reasons for discrepancies.
• highlighting the profitable customers of the last quarter and strategies to nurture them in the next 90 days.
• shedding light on strategies that are doing good and that require changes.
• depicting the latest trends and areas of improvement, etc.

And, if you want to present a review to your business partners, your presentation goals may be- 

• showcasing the organization’s performance in comparison to competitors in the industry, highlighting the areas where the business is excelling and lacking.
• depicting the performance of individual services or products in terms of market demand, sales, revenue, and profitability.
• presenting operational metrics relevant to your business, such as customer acquisition, production output, customer retention, and conversion rates.

3. Include the Right Content

You have worked hard throughout the quarter and must have much to share in your presentation. But hold your temptation, and include information that is closely relevant to your audience and fulfills your presentation goals. Choose the content keeping the context and connectedness in mind. 

Typically, a QBR presentation includes the following information-

This slide showcases the purpose and agenda of the QBR meeting. Depicting this information is important to set the tone and stage for the rest of the presentation. It also gives the audience a snapshot of what they can expect and keeps them focused without getting distracted.

b). Executive Summary

This section presents the accomplishments and challenges of the last quarter. It also throws light on critical insights, milestones reached, and major breakthroughs.

In a nutshell, the executive summary is the brief abstract or outline that gives the audience a glance at the recap of the previous quarter and a glimpse into the upcoming quarter. 

c). Quarterly Goals

This slide depicts the goals of the previous quarter and their status. You can portray the goals that were met, unmet, or exceeded and reasons for inconsistency or deviation.

d). Key Business Accomplishments

In this section of the presentation, elucidate the key achievements of different departments, such as HR, IT, operations, finance, etc. You can also highlight the significant projects completed, new technology implemented successfully, partnerships with the key players of the industry, and other business-specific accomplishments. 

e). Challenges and Learning

Demonstrate the obstacles and hurdles you faced in the previous quarter and what lessons you learned in the process of overcoming those challenges. You can also explain how this learning can help you in the future course of action.

f). Risks and Opportunities

Accentuate the risks you uncovered while working on a project or using a technology that must be paid attention to in the next quarter. Also, depict the untapped opportunities (unmet customer demand by the competitor, investment opportunity in a new market segment, etc.), which the business can grab in the upcoming 90 days to unlock doors to new revenue streams and growth. 

g). Financial , Sales , and Revenue Forecasting

Provide a bigger picture to your audience by sharing information about what is about to come. You can present future predictions related to sales, profits, and expenditures. You can also explain how political upheaval and fluctuations in economic activities will impact business operations and functions.

h). Next Step

Present your future course of action. You can cover it in three parts – Start Stop Continue .

Highlight the following-

• What activities did you perform, and why were they successful? Why and how will you keep doing them?
• Activities that were not fruitful, which you will stop doing in the next quarter.
• Activities you haven’t yet started but want to initiate.

i). Roadmap

Present the strategy to achieve the set goals and mitigate the potential challenges. The roadmap must depict the next steps with a defined timeframe, considering the lessons and reflections from the last quarter.

4. Pick the Relevant Visuals

Visuals, such as graphs and charts, make your boring statistics visually interesting and understandable. However, it is important to choose the right visuals to represent a specific set of data. Also, the graphics must be of high resolution so that you can deliver presentations on any screen size without affecting visual quality and readability.

For example, if you want to show the comparison of sales of two quarters or more product categories, you must use a bar graph in your presentation.

If you want to depict future trends in technologies, you can use a trends chart.

5. Use the Right Presentation Template

A well-designed template with the right layout and visuals is the backbone of any presentation. A good template helps you order your points and structure your thoughts, keeping you focused. In addition, it gives your presentations a stylish yet professional and consistent look, empowering you to leave a lasting impression on the audience.

Wondering where you can get the right template for your QBR presentation? Worry not! You can choose from a wide range of pre-designed and 100% customizable PowerPoint and Google Slides templates available online. You can save tons of hours by using these templates.

6. Keep it Concise and Short

Remember, your clients and stakeholders are busy people, and they will appreciate it if you present your quarterly review in a crisp and concise manner, covering all the relevant and important information that matters to them.

Your presentation must not exceed more than 1 hour, as the attention span of the audience begins to decrease gradually. Also, present the most crucial highlights in the first 10 minutes to get the complete focus of the audience.

Deliver a Stellar QBR Presentation

1. memorize presentation highlights.

Certain highlights, such as key points of analysis, specific KPIs and metrics, and actionable metrics, play a pivotal role in the success of your review presentation. If you miss out on them while delivering your talk, the entire essence gets lost, diluting the overall impact of your presentation. 

As a presenter, you would not want to look at hand-made notes to convey these highlights to your audience because it gives an impression that you are not prepared for the presentation. So, for a smoother and more persuasive and professional delivery, memorize the key highlights (not the entire presentation). Rehearse your presentation well so that you don’t have to struggle to recall the highlights while delivering your QBR.

2. Share the Most Important Data in the First 10 Minutes

As you proceed with your presentation, the audience’s attention begins to shrink gradually, and they are less likely to listen to you with the same enthusiasm as they do in the first few minutes. So, utilize the initial 10 minutes of your presentations optimally and wisely. Reserve this time for showcasing the most important information on which you want your audience to pay 100% focus.

3. Narrate a Story

Make your QBR an aha! moment by narrating a spellbinding story, covering what happened (outcomes of the previous quarter), what should happen (goals of the previous quarter), and the glorious future (goals of the next quarter). Conclude your story with an inspiring summary and a CTA (call to action).

4. Be Honest and Transparent

Showcase accurate and transparent data in your QBR presentations; otherwise, you will end up ruining your trust and relationship with the client. 

Let your clients know very clearly if the sale is declining, the customer base is reducing, or the profit is diminishing. To communicate negative figures on a positive note, share your plans to overcome the issues and bring things back on track in the next quarter. You can also tell the clients if you need their help in improving some specific areas.

5. Use Body Language and Gestures Aptly

You can make your QBR presentations more effective by altering the tone and pace of your volume, making eye contact aptly, and conveying your passion and enthusiasm through your body language.

Talk fast if your audience already knows the information, take a pause to stress important points, and talk slowly to encourage discussions. Move around the room to shift your energy and keep the audience focused on you.

Best Practices to Follow

1. invest time in preparation.

The data and statistics you present in your QBR presentation serve as crucial factors for business decision-making. If not delivered aptly and accurately, it may leave decision-makers in confusion. Therefore, owing to the sensitivity of this presentation, you can’t leave its preparation for the end moment.

Start gathering data early to avoid the last-minute hassle. Take out time to practice your presentation well and work on loopholes so that you can present confidently on the big day. After all, your audience deserves more than a briskly made slideshow!

2. Get the Slides Previewed by Relevant Teams

Schedule a meeting with the sales team, marketing team, and customer success team to brainstorm and discuss the KPI data and understand their analysis, evaluations, and suggestions. It will help you ensure that all important points have been covered and everyone has a good understanding of the data. It will also assist you in delivering your presentation with authority.

3. Invite the Relevant Attendees

Don’t invite people just for the sake of increasing the number of attendees. Instead, invite limited people and decision-makers who have a genuine interest in your QBR presentation. It will aid you in keeping the meeting relevant and manageable.

For example, the QBR presentation intended for a SaaS B2B client may have tech support personnel, investors, CEOs, managers of specific departments, procurement managers, chief financial officers, and other stakeholders as attendees.

4. Send Agenda Ahead of Time

The agenda provides a clear outline of the topic/points that will be discussed in the QBR presentation. Sending the agenda in advance to the attendees will help them share their feedback and suggestions, which you can incorporate into your presentation before the big day.

In addition, the agenda gives a glimpse of what attendees can expect in the meeting and the timeframe of the presentation. It is particularly useful for those attendees who have packed schedules and have to travel to your place to attend the QBR meeting.

5. Focus on Strategy Instead of Tactics

To make your QBR meeting more productive, focus on discussing progress towards goals, performance, potential bottlenecks, ROI, and future opportunities instead of highlighting operational matters and problems to solve.

If you want to keep your QBR a high-level review, talk about the positive things you and your client can accomplish together.

6. Encourage Active Participation

A responsive and active audience is the best encouragement for a presenter. Therefore, don’t make your QBR presentation look scripted. Share stories and anecdotes and incorporate icebreakers to give it a personalized touch.

Remember, your attendees have not come to hear the recitation of the statistics and data showcased in the slides. So, instead of reading what is written on slides, share your understanding and personal thoughts and opinions to engage your audience. You can also encourage them to ask questions.

7. Schedule the Next QBR

When your QBR is over, share the schedule of the next QBR with the attendees. Communicate the SMART goals with measurable outcomes to make it clear to the audience what they can expect in the upcoming quarter.

8. Share the QBR Session Updates

It is important to share the updates of the QBR session with relevant teams to make them aware of the feedback, plans, or goals shared by the client. It will help team members plan effectively, take ownership of their responsibilities, and contribute to driving positive outcomes.

The Bottom Line

The QBR presentation is a big opportunity to showcase the value your product has generated for the clients and customers and strengthen your partnership with clients. It’s also a chance to reveal important information or data that serves as fuel to push your internal teams to carve out strategies and plans that fit your broader growth and expansion plans. So, it must not be a mere formality; rather, it must be a productive and exciting event. 

Follow the above-mentioned best practices and tips to make your next QBR presentations stellar!

Leave a Response Cancel reply

Save my name, email, and website in this browser for the next time I comment.

Please enter an answer in digits: ten + 14 =

Ashish Arora

You might also like.

12 Ways to Make an Engaging Slide Deck and Captivate Your Audience

A Detailed Guide to Craft the Most Stunning Customer Journey Presentation

A Complete Guide to Writing a Clear and Concise Problem Statement

Unleash the Power of Agile Communication in the Fast-Changing Digital Realm

September special: Business Transformation PPT Templates

Top 7 Recommended PowerPoint Templates for HR Presentations

• July 15, 2022
• Human Resources , Industry-specific presentations , PowerPoint templates for download

Working in the human resources department of middle or bigger companies involves effectively communicating various HR processes, and analyzing & presenting organizational structures. Explaining these rather complex HR concepts can be a lot easier when you use clear visuals.

For you, we’ve handpicked some recommendations of PowerPoint slide deck examples that can be a source of graphical inspiration for you.

You can get any example presented here as editable PPT files. Click on the slide pictures to see and download the source illustration. Check the full collection of Human Resources PowerPoint templates here .

Let’s explore our selection of presentations covering the major HR management presentation topics:

• HR Metrics Dashboards with PowerPoint Data Charts
• Recruitment, Selection, and Hiring Processes
• HR Talent Management Concepts
• Employer Branding Essentials

Payroll, Compensation, and HR Administration

• Company Organizational Structure Charts
• Company Roles and Department Structure

Dashboard Template with HR Metrics PowerPoint Charts

Do you need to report HR-related KPI metrics in a clear presentation? Show it in the form of a dashboard presentation.

An HR dashboard is a presentation type that visually displays major key performance indicators on one or more slides. Check this HR Metrics Dashboard Data Charts PowerPoint template with places for displaying the KPI measures. For example: employee profiles, remuneration structure, skills, or satisfaction. There you can find slides for reporting employee performance and retention, as well as HR project status and progress.

Where you can use those HR dashboards:

• Presenting your employee skills matrix evaluating key competencies
• Illustrate your recruitment & onboarding metrics
• Visualize your remuneration changes year-over-year
• Create your employee retention dashboard

Recruitment, Selection, and Hiring Processes PowerPoint HR Diagrams

If you want to present recruitment steps or the onboarding processes in a visually attractive format,  then have a look at this set of Recruitment, Selection, and Hiring HR diagrams .

Using creative visuals to illustrate the steps to fill the job post helps you to communicate those processes to your peers.

You can use these HR presentation ppt graphics to:

• Illustrate the overall process of hiring employees 
• Show the candidate selection roadmap
• Visually compare  hiring journeys with or without pre-onboarding

HR Diagrams for Presenting Talent Management Concepts

This is another HR area that can benefit from using a visual method of communication. If you need to present talent management processes, check this pre-designed HR Talent Management slide deck . 

It includes layouts for presenting talent management definition,  performance process cycle, and goal management from an organization and individual perspective, and more.

You can use it as a library of eye-catching diagram templates to explain HR concepts within your organization. Also, check our icon ideas to illustrate talent management , even 1 symbol can make a difference to your slide.

Employer Branding Essentials Presentation

If you are working with employer branding frameworks and roadmaps, explore this Employer Branding HR Process Diagrams PowerPoint template . It includes a dozen diagram slides to illustrate the process of employee life-cycle or employee value proposition.

A well-designed employer branding roadmap helps to implement relevant activities for improving the employer’s image.

Examples of using Employer branding graphics:

• Presenting employer branding framework areas
• Showing employer branding stages 
• Visualizing employer EVP offerings (employee value propositions)

Need to present a compensation and benefits scheme inside your organization?

Here’s a Payroll, Compensation, and HR Administration PowerPoint library of slide graphics covering these topics. 

There you can find editable diagrams illustrating benefits management, salary determination, and payroll processes.

These HR diagrams can be used in a broad spectrum of contexts:

• Presenting the scope of HR administration management 
• Showing and analyzing your company’s compensation and benefits scheme
• Describing your salary determination process 
• Visualizing stages of the payroll process

Template for Company Organizational Structure Charts

Do you need to quickly create a creative organization map in PowerPoint?

This Company Organizational Structure Charts slide deck includes company structure organograms as well as matrix management structures for several projects spanning multiple departments.

There are 16 pre-designed org charts editable in PowerPoint, for example:

• Hierarchical organization charts with pictures of the CEO and department managers
• Diagrams for flat organization structures, tree parallelograms, vertical and horizontal flow org charts
• Hand-drawn matrix organizational charts for creative scribbled org chart
• Vector icons for various roles, project teams, and company departments

Creating your own organizational chart in PowerPoint allows you to get a unique-looking organizational chart and make flexible changes to reflect organizational fluctuations. Replacing, adding, or removing a position or department is a matter of fast shape modification.

How you can use this template:

• Clearly present the organization management flows, company size, and personnel structure.
• Introduce people managing a company in a personal way, adding a person’s photograph or role icon only.

Company Roles and Departments PowerPoint Icons Collection

Need to illustrate various senior management roles or specific departments? Have a look at this presentation with Company Roles and Department Structure PPT icons . 

There you will find 32 outlined symbols of company positions such as CEO, CFO, COO, CMO, HR head, or Chief Sales Officer. There are also icons representing corporate product-related departments, sales-related issues, back-office, and various product development steps.

You can reuse the icons and organizational chart templates for presenting your company hierarchy, from the board through to the CEO and directors to specific department heads.

Feel free to explore these and reuse visualization ideas if they fit your work.

With the help of PowerPoint templates full of HR diagrams and role icons, you can enrich your existing slides or create a professional presentation from scratch. 

Thanks to the PowerPoint format you can edit all content – change descriptions, expand diagrams, replace icons as you need, etc. 

Having such HR presentation templates allows you to create your own do-it-yourself toolbox that can speed up your presentation preparation. You can also import those slides to Google Slides or Keynote presentation software if that is a presentation tool you use.

Resource: HR Presentation Examples and Template s for PowerPoint

Explore the complete set of presentation graphics about human resources and personnel development topics. If you find it useful you can download all the source illustrations for commercial use and free modifications. All these resources are available in the infoDiagram collection of presentation graphics:

Further inspiration for HR presentations

Explore more blog posts to find the right infographics and visuals for presenting your ideas:

• How to Present Employee Engagement Factors
• Use Attention-Grabbing Graphics for Your Next Remote Work Presentation and Visual Metaphors to Illustrate Work From Home Concepts
• 7 Design Ideas for Group Development Chart Slide
• Use Symbols to Show 6 HR Management Areas
• Illustrate Needs and Values with icons

To try out how these PPT diagrams work, get a free sample of PowerPoint diagrams and icons that you can use to play with this kind of presentation graphic.

Subscribe to the newsletter  and follow our  YouTube channel  to get more design tips and slide inspiration.

Customer Happiness & Marketing

Related Posts

How to Present Machine Learning Algorithms in PowerPoint

• September 16, 2024

How to Present AI Project Proposal Professionally

• August 15, 2024

How to Present Inventory and Stock Metrics in PowerPoint

• August 8, 2024

Free QBR and Business Review Templates

By Kate Eby | June 25, 2018 (updated October 20, 2022)

• Share on Facebook
• Share on LinkedIn

Link copied

Companies like Google and Intel use a form of goal planning and a business leadership process to identify OKRs, the objectives and key results that drive internal performance, build customer relationships, and deliver growth. The quarterly business review (QBR) meeting is the delivery platform to discuss and set OKRs and measure and grade performance as determined by a company’s overall mission and values. This article features an overview of QBR meetings, including expert business review planning and presentation techniques. You’ll find a variety of free QBR templates to use, so you can spend less time preparing for your presentations and more time managing your business.  

Customer QBR Meeting Preparation Checklist

Use this checklist to help you prepare a QBR meeting presentation that captures your customer’s attention and demonstrates your commitment to honor their valuable time.

‌ Download Customer QBR Meeting Preparation Checklist

Supplier QBR Template

QBR meetings provide a place and time for suppliers and customers to build a strategic relationship that benefits both parties. Use this supplier QBR template to measure the quantitative value that your managed service providers and vendor partners offer your business. If you’re the supplier, use this template at your next QBR to take a proactive role as a valuable business partner by establishing your customer’s return on investment.

‌   Download Excel Template Try Smartsheet Template   ‌

Annual Business Review Template

Use this annual business review template to compile the key results of your quarterly business review meetings and prepare your presentation. This template is designed as a formal presentation to discuss key business objectives and results. Customize the slides outlined to deliver a concise, impactful review of past performance and articulate future goals for the year ahead.

‌ Download Annual Business Review Template – PowerPoint

Small Business QBR Template

Running a small business requires the optimization of time and money — hold your suppliers to the same standard with this template. Use this form to organize information about the products and services your key vendors provide. Also use it to facilitate critical quarterly checkpoint meetings in order to grade the relationship based on results.

Download Small Business QBR Template

Excel | Word

Executive QBR Template

Use this customizable QBR slide deck to present to executive leadership. It is designed to present the most vital information up front and to summarize objectives and key results to busy executives with tight schedules. This template is perfect for remote online meetings that use video conferencing software. It’s also ideal for a less-than-captive audience.

‌ Download Executive QBR Template – PowerPoint

Sales QBR Template

Sales professionals need an effective QBR business planning process to execute quarterly sales goals and measure the results of their sales team’s efforts. Share this customizable QBR slide deck outline with your team to elevate performance and establish accountability. They can easily modify each slide to present essential information about their market or customers and plan next steps to be reviewed at the next QBR meeting. Adjust the slides and craft a QBR presentation for your customers.  

‌ Download Sales QBR Template – PowerPoint

What Is a QBR Meeting?

The purpose of a QBR meeting is to communicate business-related goals, determine OKRs to measure success, and build relationships with customers or employees. The meeting is most effective when conducted face to face, but technology, the growth of global business, and the increase in geographically distributed teams make remote QBR meetings a popular option.

Internal QBR meetings happen at every level, from executive leadership to product teams. As an external communication tool, the QBR meeting is an opportunity for customer success managers (or related sales and marketing professionals using strategic account management) to discuss KPIs and return on investment (ROI), sign sales contracts, or negotiate service renewal agreements with customers.

What to Include in a Sales QBR

Determining business goals and using key customers to identify the desired results of your efforts are just the beginning of effective QBR planning. Resist the urge to think in a vacuum when creating your slide deck. Consider the customer. Don’t treat the QBR meeting like any other sales call by focusing on complaints, reviewing past performance, etc. Instead, create a customer-oriented agenda and share it with them prior to the meeting.

The agenda of your sales quarterly business review might include the following topics:

Status of outstanding business from previous meeting

Review of program objectives

Performance results and improvement

News and updates on products and services

Future business opportunities

Items from last meeting

Sales and marketing program metrics

Scorecard review (Customer Health Index or Net Promoter Score)

Support ticket review and resolution metrics review

Benchmarking

Customer support desk review

Onboarding and training

Product roadmap and feature development

License renewals and service contracts

Summary of meeting and commitments

Scheduling of next QBR

Guide to Effective Customer QBR Meetings

Nancy Duarte  is Principal at  Duarte, Inc ., a company that helps “write, design, and deliver groundbreaking stories and visual presentations for every occasion.” The following tips were inspired by Duarte’s experience and recommendations from her book  Harvard Business Review Guide to Persuasive Presentations . Use them to plan and deliver a compelling presentation to your customer at the next QBR meeting.

Audience over Ambitions : Duarte points out that your audience has the power, not you. Look past your ambitions for the meeting and prepare a presentation that takes into account who is in attendance, their valuable and limited time, and what each individual customer needs from the QBR meeting. Duarte recommends giving your customer a gift in the form of unique insight or information, providing them with a new skill or mindset to achieve their business goals, and seeking opportunities to get “unstuck” with a solution if there is a problem with their products, services, or operations.   

Filter Big Ideas : As the name suggests, the QBR is about reviewing past performance, but most customer QBR meetings are scheduled for one hour. That doesn’t mean you shouldn’t take the opportunity to present ideas for how to build future business with your customers and add value to the discussion. Duarte is a proponent of filtering big ideas. “If you don’t filter your presentation, the audience will have to, and people will resent you for making them work too hard to identify the most important points,” she writes. This advice is especially relevant for QBR meetings that can quickly devolve into problem solving and complaint resolution sessions before you have time to present your ideas.

Anticipate Adversity : According to Duarte, as a presenter, you’re frequently creating resistance to your message and ideas. QBR meetings are not an opportunity to troubleshoot customer service issues or the performance of your product and services. Duarte suggests preparing for different types of resistance (logical, emotional, practical) by anticipating and addressing your customer’s concerns before they become roadblocks to your meeting. Consider opening the meeting agenda with a statement acknowledging the issues and when they will be addressed during the presentation. “By showing that you’ve considered opposing points of view, you demonstrate an open mind — and invite your audience to respond in kind,” she writes.  

Golden Rule : The motto at Duarte, Inc. is, “Never deliver a presentation you wouldn’t want to sit through.” Rehearse your presentation before the QBR meeting. Have a colleague or manager analyze your slides and delivery and provide some feedback. Duarte recommends preparing a shorter version of your presentation in case something goes wrong and time is cut short by an interruption or technical glitches. Your customer can tell if you try to wing it, and they will feel slighted. “It sends the message that you don’t value them or their time,” she writes. “Perhaps most significantly, rehearsing frees you up to be more present in your talk and to fully engage with the people in front of you,” she continues. This creates more opportunities to build future business, ask for recommendations, and schedule your future meetings with the customer.

Quarterly Business Review FAQ

Preparing for and delivering an effective quarterly business review doesn’t have to be a daunting task. Here’s a look at some of the key questions about QBR meetings.

Does Every Customer Get a QBR?

QBR meetings foster relationships between you and your customers, reinforce the value of your products and services, and invite honest discussion about the ROI and the likelihood of renewing business agreements. Every customer that you want to provide this opportunity to is a candidate for regularly scheduled quarterly business reviews.

What Is the Best Strategy for Successful QBR Meetings?

Suppliers and vendors that operate under managed service provider (MSP) contracts leverage the QBR meeting as a strategy to manage expectations and learn how to improve, discuss the customer’s business goals and desired results, and understand the problems that customers try to solve in order to support future business plans. If you prepare and practice accordingly, your QBR meetings create a competitive advantage for you to transform customer relationships into win-win partnerships.

Where Do I Host a Customer QBR?

The likelihood of keeping a consistent, face-to-face QBR meeting on your customer’s calendar every 90 days is slim. Meetings get canceled, key customer contacts change, executives need flexibility to meet via video conference, etc. Plan your QBR presentation with the location in mind, and be flexible with where you host your meetings. Invite your best customers to meet on site at your office, and host the meeting over breakfast and coffee. Prepare a slide deck and online meeting agenda, so you can offer these elements as a hosting option for busy customers.

When Do I Schedule My First Customer QBR?

The answer depends on the product and service you provide. Schedule the first QBR after the customer is onboarded and has time to implement and assess your business and value. Coordinate the details for this meeting when you close the deal, and sign contractual agreements when you have the customer’s attention. This demonstrates that you are committed to delivering value and a return on the customer’s investment and will sit down with them every 90 days or so to review the results of this commitment.

Who Do I Invite to Participate in a Customer QBR?

Schedule your customer QBR meetings to include decision makers from both sides, including management and executive leadership when possible. Make sure you know who is attending each QBR meeting ahead of time, and plan your presentation based on the audience.

Does My QBR Presentation Need to Include Images and Charts?

According to Nancy Duarte, the most effective presenters think like designers. “Each slide should pass what I call the glance test: People should be able to comprehend it in three seconds,” says Duarte. “Think of your slides as billboards. When people drive, they only briefly take their eyes off their main focus — the road — to process billboard information,” she adds. Images and charts improve your audience’s cognitive response to your message. Use them in your QBR presentation to maximize your time and deliver crucial information your audience will remember. You can find free, ready-to-use drag-and-drop software, like the Onomics charting tool available from Priceonomics , to help you design a slide deck like a pro.

Improve Your QBR and Business Review Meetings with Real-Time Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

How to Create an Engaging and Effective HR Presentation

What is an HR presentation?

Hr presentation templates, how to create engaging and effective hr presentations, how to measure the success of your hr presentation.

• Step 1. Identify the objective.
• Step 2. Know your audience.
• Step 3. Organize content.
• Step 4. Design engaging slides.
• Step 5. Practice delivery.

Human Resources (HR) presentations are vital tools for communicating important information, policies, and strategies within an organization. Whether addressing new hires, delivering training sessions, or presenting to senior management, the effectiveness of an HR presentation can significantly impact its reception and the overall success of HR initiatives.

This guide will provide detailed insights into creating engaging and effective HR presentations, including examples, key roles of HR professionals, templates, and relevant topics for employees.

An HR presentation is a structured tool used by human resource management to convey essential information to employees, management, or stakeholders. Topics can include onboarding, compliance training, benefits, performance evaluations, and organizational changes. The goal is to ensure clear understanding, engagement, and retention of information.

When creating HR presentations using Google slides, HR managers can leverage the platform's features to enhance their communication skills and effectively convey critical information to their audience. This approach helps ensure clarity, engagement, and better retention of the presented material.

Why should HR professionals make good HR presentations?

HR professionals need to make good HR presentations for several key reasons:

Clarity and engagement: A well-crafted presentation helps convey complex information clearly and keeps the audience engaged. This is important for ensuring that key HR policies, initiatives, or data are understood and remembered.

Effective communication: Good presentations facilitate effective communication of HR strategies, changes in policies, or training programs. This helps align employees with organizational goals and expectations.

Persuasion and influence: HR often needs to persuade stakeholders, such as executives or employees, of the benefits of proposed changes or initiatives. A compelling presentation can effectively present the case and gain support.

Training and development: In training sessions, clear and engaging presentations help ensure that the material is delivered in a way that enhances learning and retention.

Professionalism: High-quality presentations reflect well on the HR department, showcasing professionalism and competence. This can positively impact on the department's reputation within the organization.

Decision-making: Presentations often support decision-making processes by presenting data and analysis in a concise and accessible format, aiding in informed and timely decisions.

HR presentation examples

Here are a few examples of HR presentations showcasing effective presentation skills:

Recruitment presentation

A recruitment presentation provides an overview of effective hiring practices and strategies, highlighting current trends, technological advancements like AI, data-driven techniques, employer branding, candidate experience enhancement, diversity and inclusion strategies, and legal considerations.

Training presentation

A training presentation educates employees on specific skills, processes, or knowledge areas. It can cover technical skills, soft skills, compliance, or role-specific training. The presentation should be engaging and interactive, using quizzes or activities to reinforce learning.

Year-end employee review

This presentation summarizes employee performance over the past year. It typically includes performance metrics, achievements, areas for improvement, and goals for the upcoming year.

Company culture

A company culture presentation defines and communicates the organization's core values, beliefs, and behaviors. It includes examples of how the culture is embodied in daily operations, stories of employees who exemplify the culture, and initiatives to promote a positive and inclusive workplace.

Performance review presentation

This presentation assesses individual employee performance, evaluating key performance indicators (KPIs), providing feedback, setting goals, and developing action plans for professional growth. It ensures employees align with organizational objectives and continuously improve.

New hire onboarding

This presentation covers the company overview, including its history, mission, and values, and organizational structure. It outlines key policies, procedures, employee benefits, and expectations to enhance employee engagement and help new hires integrate smoothly.

Compensation and HR benefits presentation

This presentation details the company's compensation structures and benefits packages, including salary ranges, bonuses, health insurance, retirement plans, paid time off, and other perks.

Using Total Compensation Statement ensures employees understand their complete compensation, aiding in retention and satisfaction.

The presentation template below provides a structured format that can be customized to fit the specific needs of the presentation.

Performance Review Presentation

Title: Performance review process at [Company Name]

I. Introduction

Purpose of performance reviews

Importance for both employee and company growth

II. Review timeline

Annual review schedule

Key dates and deadlines

Preparation tips for employees

III. Review criteria

Core competencies

Role-specific objectives

Behavioral indicators

IV. Feedback mechanisms

Self-assessment process

Peer feedback collection

Manager evaluation

V. Goal setting

SMART goals framework

Aligning personal goals with company objectives

Continuous improvement plans

VI. Development plans

Training and development opportunities

Career pathing and promotions

Mentorship programs

VII. Rewards and recognition

Performance-based bonuses

Employee recognition programs

Career advancement opportunities

VIII. Handling difficult conversations

Constructive feedback techniques

Conflict resolution strategies

Support resources

IX. Q&A session

Open floor for questions

Contact information for follow-up

Using free HR presentation templates saves time and ensures consistent design and delivery. A structured performance review template emphasizes continuous improvement through development plans, training, career pathing, and mentorship.

Additionally, the templates incorporate HR metrics to track and evaluate performance, assisting HR professional in making data-driven decisions.

Creating an engaging and effective HR presentation requires careful planning, clear communication, and a focus on the audience's needs. Here are the steps to create a successful HR presentation:

Clearly define the purpose of the presentation. What do you want the audience to learn or achieve? Having a clear goal will help shape the content and layout of your presentation.

Understand what your audience needs, what interests them, and what they already know. Tailoring your presentation to them keeps it relevant and engaging. Compensation Data and Analytics gives insights that matter to their roles.

Outline the main topics and subtopics you will cover. Make sure the content flows smoothly and is easy to follow. Divide complex information into simple sections.

Use visually appealing slides with a balance of text, images, and graphics. Avoid cluttered slides and use bullet points for key information. Consistent use of colors and fonts enhances readability.

Practice your presentation several times to make sure it goes smoothly. It helps you become familiar with the content and boosts confidence. Time your presentation to avoid running over the allotted time.

Measuring the success of an HR presentation involves evaluating various metrics to ensure that the presentation's goals were met effectively. Here are some keyways to measure success:

Feedback forms: Use short surveys to get audience opinions on what they liked, disliked, and suggestions for improvement.

Engagement: Observe audience involvement, such as asking questions or taking notes.

Understanding: Use a quiz or activity to check if the audience understood the material.

Follow-up actions: See if the audience uses the information and changes behavior or performance.

Attendance: High attendance indicates interest in the topic.

Personal reflections: Reflect on your performance and confidence to improve for next time.

For an engaging HR presentation, HR leaders should focus on understanding the presentation's purpose, knowing their audience, organizing content logically, designing captivating slides, practicing their delivery, and encouraging audience interaction. This approach should be adapted for both in-person and virtual presentations to ensure effective communication and engagement.

Insights You Need to Get It Right

It's Easy to Get Started

HR presentation: The all-in-one guide

Boost your HR skills with our definitive guide to HR presentation. Learn to create engaging slides, foster talent acquisition and improve productivity

Sahul Hameed

Building presentations

Ever felt stuck with how to carry out a flawless HR presentation that not only informs but also engages? Hey, you're not alone! This guide is your go-to resource for nailing that HR presentation, impressing your audience, and truly making a difference within your organization. Buckle up as we embark on this informational journey.

Let's be honest,  HR presentations are a cornerstone of modern HR management. They can be a hit or a miss depending on various elements. But worry not! This guide will delve deep into all aspects to help you prepare the best HR presentation of your career. Let's jump right in!

Key roles and responsibilities of HR in an organization

Before we even touch on the high-impact world of HR presentations, it's crucial to lay down some fundamentals. Let's get to know the unsung heroes of any organization: the HR department. What makes them tick? What challenges do they tackle every day?

What does HR do?

HR isn't just a department; it's the backbone of an organization.

They wear many hats, starting with recruitment , where they scour the talent pool to bring in the best fit for the company. Following recruitment, the HR team shifts its focus to onboarding , which is all about integrating new hires into the company culture and operations.

Compensation and benefits are next on the list, comprising both financial rewards and non-monetary perks that help retain valuable employees. HR also takes the lead in fostering employee relations to ensure a positive and productive work environment.

Last but certainly not least, they spearhead training and development initiatives to equip employees for future roles and responsibilities.

Here is a guide on recruitment presentation .

I am convinced that nothing we do is more important than hiring and developing people. At the end of the day, you bet on people, not on strategies. - Lawrence Bossidy

What is an HR presentation? (HR management presentation)

An HR presentation is not your run-of-the-mill PowerPoint. It's an essential tool for HR professionals to communicate various HR initiatives, processes, and metrics in an organized and engaging manner. If done professionally, it can hold the attention of your audience and effectively deliver your key messages.

Common presentations prepared by HR

Ah, presentations—the bread and butter of corporate communication.

But wait, don't yawn just yet!

When it comes to HR, presentations are far more than a set of slides; they're dynamic tools that serve a plethora of purposes. They’re the vehicles HR professionals use to download key information into the minds of employees and management. From introducing new hires to the company culture to navigating the intricate web of HR metrics, these presentations are vital cogs in the organizational machine.

Let's break down the "Oscars" of HR presentations, shall we?

Employee onboarding presentations

Imagine the first day at a new job. Exciting yet nerve-wracking, right? Employee onboarding presentations are like the welcome mat at the front door. They cover the company's history, values, and workplace safety, setting the tone for a newbie's journey.

Company culture presentations

If your organization has a personality, this is where it shines. Company culture presentations dig deep into what makes your workplace tick—its mission, values, and environment. It's like a backstage pass into the ethos of the company.

HR strategy presentations

Pop quiz: Who listens to the HR strategy presentations ? That's right—senior leadership. Here, you lay out your grand plan for the year, complete with all the nitty-gritty details on workforce trends and best practices. Consider it your HR manifesto.

Performance management presentations

Alright, managers, gather around. This one's for you. These presentations teach you how to set goals, conduct performance reviews, and give constructive feedback. In other words, they're the rulebook for how to keep your team in top shape.

Training and development presentations

Who doesn't love leveling up? These presentations focus on the XP points of the corporate world—training and development opportunities. They cover everything from training resources to tailored development plans.

Benefits presentations

Ah, the siren call of "perks." Benefits presentations are detailed brochures of what the company offers besides a paycheck. Health insurance, retirement plans, and oh-so-precious PTO—it's all here.

Diversity and inclusion presentations

In a world where diversity and inclusion aren't just buzzwords but necessities, these presentations are the HR equivalent of a TED Talk. They cover unconscious bias, microaggressions, and how to be a good ally.

Employee engagement presentations

Feel like your team's morale needs a boost? These presentations get down to the brass tacks of what keeps employees ticking, from satisfaction surveys to recognition programs.

Change management presentations

Change is the only constant, they say. Well, these presentations are your guidebook on how to manage it. They cover the process of change, effective communication strategies, and employee support mechanisms.

So why are these presentations so pivotal? First off, they're informative, chock-full of valuable information that guides employees and management alike. Secondly, they're strategic, aligning HR department goals with organizational objectives. And don't forget engagement; a well-structured presentation can hold the attention of your audience, facilitating a better understanding and retention of crucial data. If you're an HR professional, you know the magic isn't just in the message but also in how you deliver it.

How to structure an effective HR presentation

An effective HR presentation is not just about stuffing slides with bullet points and charts. It requires a well-thought-out structure.

Not all HR presentations are created equal. Depending on the type, the architecture of your PowerPoint can be as different as chalk and cheese. You wouldn't bring a spatula to a swordfight, would you? Similarly, the structure for a new-hire onboarding presentation is going to look quite different from, say, an HR Strategy Presentation .

Presentation types dictate structure

First things first—your presentation's structure must be tailored to its purpose. For instance, a New hire onboarding presentation should include slides on the company overview, employee policies, code of conduct, and other foundational elements that guide a new employee's journey.

On the other hand, HR strategy presentations are like the "financial quarter reports" of the HR world. Your audience is typically the top brass, and you're expected to present slides related to budgets, future hiring projections, and workforce trends. Don't forget those important charts and graphs that visualize your strategic aims and KPIs.

And let's not overlook Employee benefits presentations . These require slides discussing employee perks, healthcare plans, retirement benefits, and paid time off. In a way, you're acting like a salesperson, making the "benefits" package as enticing as possible to your internal audience.

Feel like diving deeper? Navigate to the specific HR presentation types linked above to explore the unique structure for each.

Tips for crafting awesome slides

Whether you're laying out the corporate welcome mat or spilling the company's future tea, your slides need to be top-notch. Here's how you can polish them:

• Design : Make use of high-quality, brand-approved designs. Your slides should be visually engaging without being overwhelming.
• Font & text : Choose readable fonts and keep your text crisp and to the point. Remember, less is often more.
• Visual elements : Spice up your slides with charts, graphs, and other visual aids. These can serve to break up the text and make your points more digestible.
• Customize : Adapt your slides to your audience's specific needs and expectations. Whether you're speaking to new hires or senior execs, tailor your content accordingly.

If the thought of crafting these different types of presentations seems daunting, take a breath. Prezent has got you covered. With features like real-time sharing, a variety of storylines, and brand-approved designs, Prezent streamlines the presentation-making process. You can create tailored, impactful presentations that resonate with your audience, saving time and ensuring brand consistency.

Do's and don'ts of an HR presentation

Before you dash off to dazzle your audience, let's tap the brakes for a sec and chat about some road signs on your presentation highway—your do's and don'ts. Trust me, understanding these can make the difference between an ovation and a snooze-fest.

• Rehearse : Knowing your material inside-out will make you a confident presenter. Your audience will thank you for it.
• Use templates : A well-designed PowerPoint template can save you time and ensure consistency. And if you're looking for the crème de la crème of templates, platforms like Prezent offer a wide range of brand-approved options.
• Engage your audience : Use interactive elements like polls or Q&A sessions to break the fourth wall and get your audience involved.
• Provide feedback : Encourage the audience to share their thoughts and opinions. Constructive dialogue only adds value.

Don'ts

• Avoid overloading slides : Too much information can be overwhelming. Aim for clarity, not confusion.
• Don't read from the slides : This isn't storytime at the library. Your audience can read; they're looking to you for elaboration.
• Steer clear of jargon : Unless you're trying to win a corporate buzzword bingo game, keep it simple.
• No last-minute changes : Spontaneity may spice up a first date but can derail a presentation. Stick to the plan.

Remember, even the fanciest slides won't save you if you're not prepared. Preparation is key! So, go ahead and knock 'em dead, but not literally, okay?

Summarizing key takeaways

HR presentations can make or break your credibility in the department. And no, this isn't an episode of a reality TV show, although the drama levels might feel similar. From the structure to the visual elements and engagement strategies, every aspect plays a vital role.

Frequently asked questions

1. what presentation tools can hr managers use to streamline their workflow.

HR managers have an array of presentation tools at their disposal. For traditionalists who are comfortable with PowerPoints , Microsoft's offering remains a stalwart choice. For those looking for real-time collaboration, Google Slides is an excellent option. Don't forget Keynote for Apple aficionados. Additionally, platforms like Prezent specialize in providing editable slide templates that help HR professionals save time and maintain brand consistency.

2. How do I choose the right diagrams and graphics for my HR presentation?

Choosing the right diagrams and graphics is essential for capturing your audience's attention and conveying information effectively. A rule of thumb is to use diagrams that simplify complex processes or relationships, making them easier to understand. Diagrams can be especially useful in HR projects that involve workflow processes or organizational hierarchies. Presentation graphics should align with the overall theme and should serve to illustrate or emphasize key points rather than distract.

3. What are some best practices for virtual HR presentations?

Virtual presentations have their own set of challenges, from ensuring everyone can connect to engaging an audience you can't see. First, make sure all your slides are easily viewable in a digital format—this may mean limiting text and focusing more on visual elements. Use interactive features like polls or Q&A sessions to engage your audience. Remember, you're not just sharing information; you're facilitating a conversation. Don't underestimate the power of a well-placed pause or the use of humor to keep people engaged. Virtual tools also offer the advantage of being able to record and distribute the presentation for later viewing.

4. How can a PPT dashboard help HR leaders in employee evaluation?

PowerPoint (PPT) dashboards are invaluable tools that empower HR leaders to track key performance indicators (KPIs) relevant to employee evaluation. For instance, a well-designed dashboard can display productivity metrics, attendance records, and even results from periodic assessments. When you're presenting this data, especially in annual meetings with other department heads or the CFO, it helps to have all these essential metrics showcased in one easily digestible format.

5. How can design teams incorporate SHRM guidelines into new employee onboarding decks?

The Society for Human Resource Management (SHRM) provides a host of guidelines that can be invaluable in the HR area, especially when it comes to new employee onboarding. Design teams can create onboarding decks that incorporate SHRM's recommendations for legal compliance, employee engagement, and benefits information. This not only ensures that the deck covers all the bases but also meets team needs for compliance and quality engagement.

Here is a comprehensive guide on roles and responsibilities presentation .

Create your HR presentation with Prezent

Tired of outdated PowerPoint slides that do more harm than good? Say hello to Prezent, your one-stop solution for HR presentations. With Prezent, you'll have access to 50+ storylines and 35,000+ slides that are 100% on-brand and compliant. Plus, you can save 70% of your time and reduce communication costs by 60%.

‍ Some features that might interest you!

• Audience preferences: Create a professional presentation tailored to your audience.
• Real-Time sharing: Enable instant sharing and collaboration within your HR team.
• Overnight presentation service : Submit by 5:30 PM PST and get a polished presentation by 9:30 AM the next day.

So why settle for less when you can have the best? With Prezent, your HR presentation will be nothing short of a masterpiece.

There you go, folks! Hopefully, you've been armed with the info you need to wow your audience. Now, go out there and make some HR magic happen—or at least a PowerPoint that won't put people to sleep. Cheers!

Sign up for a free trial or book a Demo today with Prezent!

More zenpedia articles

What is visual communication? Definition, importance, examples & tips

Top 5 Tools for Communication Improvement in Remote Teams

The ultimate guide to creating an effective one-page business plan

Get the latest from Prezent community

Join thousands of subscribers who receive our best practices on communication, storytelling, presentation design, and more. New tips weekly. (No spam, we promise!)

A quick note about our cookies

We use cookies so we can give you the best website experience possible and to provide us with anonymous data so we can improve our marketing efforts. Read our cookie policy and privacy policy.

Login to your account

New here? Sign up in seconds!

Use social account

Or login with an email

Create an account

Already have an account? Login here

Or sign up with an email

We’re uploading new templates every week

We’d like to send you infrequent emails with brief updates to let you know of the latest free templates. Is that okay?

Reset your Password

Please enter the email you registered with and we will send you a link to reset your password!

Check your email!

We’ve just sent you a link to
 . Please follow instructions from our email.

• Most Popular Templates
• Corporate & Business Models
• Data (Tables, Graphs & Charts)
• Organization & Planning
• Text Slides
• Our Presentation Services

Get your own design team

Tailored packages for corporates & teams

HR Presentation Slide Templates

Number of slides: 10

The Human Resources template enables your HR managers to outline the most important things regarding human resource processes and organization. The true potential of a business lies in its human resources which adds to the complexity of leading the company. With this template you can demonstrate the core functions of the human resource management. Also, you can show relationships between the senior managers and the work force.

• About this template
• How to edit
• Custom Design Services

Set of HR Powerpoint Slides

Venn diagram human resource slide.

A Venn diagram is used to show logical relationships between different and numerous data sets. For example, it can be applied to the hiring process of your company. Your company will have certain criteria that the right candidate should possess, such as experience, professional skills, and leadership qualities. All of the applicants who exhibit those characteristics have the potential to be the new employee.

Clustered Column Chart Human Resource Slide

The Clustered Column Charts is a graph that is used for comparison of certain data. The values are grouped into categories by using vertical bars. The data will use the same axis labels and can become really complex, depending on the amount of data. This template will enable you to better organize the data in your HR department and to highlight important values.

Meet the Team Human Resource Slide

It is important to always praise your employees and this slide is the right place to give them credits. Your team is the most valuable asset in the organization. You have plenty of space to name each team member, regardless of their responsibilities and field of expertise. Also, the slide is quite visual and you will be able to leave a lasting impression on your audience.

With the HR template you will highlight the key values of the HR process and organization

You can demonstrate the core functions of the HR department and create a path for better organization of the human resources.

The Venn diagram is suitable for demonstrating the hiring process

By using the Venn diagram, you will be able to successfully select the right candidate.

Professional template that will enable you to make a memorable presentation

The visual slides will contribute for a better understanding of the data.

FIND OUT MORE ABOUT OUR CUSTOM DESIGN SERVICES

Todd Speranzo

VP of Marketing at Avella

"24Slides helps us get PowerPoints on-brand, and improve overall design in a timeframe that is often “overnight”. Leveraging the time zone change and their deep understanding of PowerPoint, our Marketing team has a partner in 24Slides that allows us to focus purely on slide content, leaving all of the design work to 24Slides."

Gretchen Ponts

Strata Research

"The key to the success with working with 24Slides has been the designers’ ability to revamp basic information on a slide into a dynamic yet clean and clear visual presentation coupled with the speed in which they do so. We do not work in an environment where time is on our side and the visual presentation is everything. In those regards, 24Slides has been invaluable."

"After training and testing, 24Slides quickly learnt how to implement our CVI, deliver at a high quality and provide a dedicated design team that always tries to accommodate our wishes in terms of design and deadlines."

What's included in Keynote Template?

I want this template customized class="mobile-none"for my needs!

69 beautifully designed slides 67 icons included PowerPoint and Keynote ready 16:9 full HD class="mobile-none"resolution

Check out other similar templates

Management Teamwork PowerPoint Template

To-do Checklist PowerPoint Template

Tree Diagram PowerPoint Template

Business Roadmap Template

Newly Launched - AI Presentation Maker

AI PPT Maker

Powerpoint Templates

PPT Bundles

Kpi Dashboard

Professional

Business Plans

Swot Analysis

Gantt Chart

Business Proposal

Marketing Plan

Project Management

Business Case

Business Model

Cyber Security

Business PPT

Digital Marketing

Digital Transformation

Human Resources

Product Management

Artificial Intelligence

Company Profile

Acknowledgement PPT

PPT Presentation

Reports Brochures

One Page Pitch

Interview PPT

All Categories

Top 10 Hr Business Review PowerPoint Presentation Templates in 2024

Our HR Business Review PowerPoint presentation templates are a comprehensive toolkit for HR professionals to effectively communicate their department's performance, strategies, and plans. These templates are fully editable and customizable, allowing users to tailor the content to their organization's specific needs. Each slide is designed with a clean, professional aesthetic that ensures your data is presented clearly and effectively.The HR Business Review PPTs are ideal for a variety of use cases. They can be used to present annual or quarterly HR performance reviews, showcasing key metrics such as employee turnover, recruitment effectiveness, and employee engagement levels. They can also be used to communicate strategic HR initiatives, such as talent management plans, diversity and inclusion efforts, or employee wellness programs. Additionally, these PPTs can serve as a tool for HR to demonstrate their value and impact to the organization's leadership team. Whether you're presenting to the C-suite, managers, or your HR team, these templates offer a structured, visually appealing way to share your HR insights and plans.

Employee Retention Strategies Powerpoint Presentation Slides

This aptly crafted editable PPT deck contains sventeen slides. Our topic specific Employee Retention Strategies Powerpoint Presentation Slides presentation deck helps devise the topic with a clear approach. We offer a wide range of custom made slides with all sorts of relevant charts and graphs, overviews, topics subtopics templates, and analysis templates. Speculate, discuss, design or demonstrate all the underlying aspects with zero difficulty. This deck also consists creative and professional looking slides of all sorts to achieve the target of a presentation effectively. You can present it individually or as a team working in any company organization.

Create a positive workplace with the help of Employee Retention Strategies Powerpoint Presentation Slides. Showcase the employee value proposition components such as rewards and benefits, employment brand, recruitment strategy, employment feedback, etc with this employee engagement plan PPT visuals. Showcase the factors that a company considers to attract and retain top talent by taking the assistance of this retention program PowerPoint slideshow. Present the methods to create an employee value proposition by utilizing the staff retention methods PowerPoint templates. Make your presentation eye-catchy by including high-grade icons present in the PPT deck. Demonstrate the organization’s commitment to employee growth, management development, ongoing employee recognition, community service, etc with the employee appreciation PPT layouts. Address the key factors that affect employee retention. You can also present ways to improve employee retention with our content ready retention programs PPT slideshow. Support an organization’s productivity by downloading these attention-grabbing retention strategies PowerPoint Presentation.

• Employee Retention Strategies
• opportunity
• organization

Hr Capacity Development Powerpoint Presentation Slides

Presenting this set of slides with name - Hr Capacity Development Powerpoint Presentation Slides. This aptly crafted editable PPT deck contains twentyfive slides. Our topic specific Hr Capacity Development Powerpoint Presentation Slides presentation deck helps devise the topic with a clear approach. We offer a wide range of custom made slides with all sorts of relevant charts and graphs, overviews, topics subtopics templates, and analysis templates. Speculate, discuss, design or demonstrate all the underlying aspects with zero difficulty. This deck also consists creative and professional looking slides of all sorts to achieve the target of a presentation effectively. You can present it individually or as a team working in any company organization.

Hr Capacity Development PowerPoint Presentation Slides are ideal to frame a strategic human resource plan. Building HR capacity PowerPoint complete deck contains slides such as HRM plan, assessing the current HR capacity, forecasting HR requirements, skill gap analysis plan, organizational skills program matrix, company’s recruitment strategies, recruitment budget, etc. Process of talent management can be well explained with this content ready human resource planning presentation design. With a variety of visual and images, you can create a more engaging presentation for your audience. This allows users to plan, strategize and analyze HR policies and procedures. Develop HR strategies to close the gap. Furthermore, the ready to use human resource capacity development presentation layout is completely customizable. You can add or delete the content from templates. Our team of experts has also included icons for your convenience. Download strategic human resource development PowerPoint templates for performance and productivity improvement.

• Building Hr Capacity
• Hr Capacity Development
• Human Resource Implementation Plan

Employee Management System Training Administration Personal Data Management

This aptly crafted editable PPT deck contains twenty five slides. Our topic specific Employee Management System Training Administration Personal Data Management presentation deck helps devise the topic with a clear approach. We offer a wide range of custom made slides with all sorts of relevant charts and graphs, overviews, topics subtopics templates, and analysis templates. Speculate, discuss, design or demonstrate all the underlying aspects with zero difficulty. This deck also consists creative and professional looking slides of all sorts to achieve the target of a presentation effectively. You can present it individually or as a team working in any company organization.

Our Employee Management System Training Administration Personal Data Management are topically designed to provide an attractive backdrop to any subject. Use them to look like a presentation pro.

• Resource Allocation
• Skill Management
• Resource Management
• Performance Management

Human Resource Monthly Report Powerpoint Ppt Template Bundles

Deliver a credible and compelling presentation by deploying this Human Resource Monthly Report Powerpoint Ppt Template Bundles. Intensify your message with the right graphics, images, icons, etc. presented in this complete deck. This PPT template is a great starting point to convey your messages and build a good collaboration. The twenty slides added to this PowerPoint slideshow helps you present a thorough explanation of the topic. You can use it to study and present various kinds of information in the form of stats, figures, data charts, and many more. This Human Resource Monthly Report Powerpoint Ppt Template Bundles PPT slideshow is available for use in standard and widescreen aspects ratios. So, you can use it as per your convenience. Apart from this, it can be downloaded in PNG, JPG, and PDF formats, all completely editable and modifiable. The most profound feature of this PPT design is that it is fully compatible with Google Slides making it suitable for every industry and business domain.

Our Human Resource Monthly Report Powerpoint Ppt Template Bundles are topically designed to provide an attractive backdrop to any subject. Use them to look like a presentation pro.

• Turnover Report
• Recruitment KPI Dashboard
• Employee Information Report
• Diversity Report

Human Resources Report Powerpoint Ppt Template Bundles

Engage buyer personas and boost brand awareness by pitching yourself using this prefabricated set. This Human Resources Report Powerpoint Ppt Template Bundles is a great tool to connect with your audience as it contains high-quality content and graphics. This helps in conveying your thoughts in a well-structured manner. It also helps you attain a competitive advantage because of its unique design and aesthetics. In addition to this, you can use this PPT design to portray information and educate your audience on various topics. With fourteen slides, this is a great design to use for your upcoming presentations. Not only is it cost-effective but also easily pliable depending on your needs and requirements. As such color, font, or any other design component can be altered. It is also available for immediate download in different formats such as PNG, JPG, etc. So, without any further ado, download it now.

Our Human Resources Report Powerpoint Ppt Template Bundles are topically designed to provide an attractive backdrop to any subject. Use them to look like a presentation pro.

• Hr Recruitment
• talent management
• Employee Overtime
• Organizational Mobility

Employee Report PowerPoint PPT Template Bundles

If you require a professional template with great design, then this Employee Report PowerPoint PPT Template Bundles is an ideal fit for you. Deploy it to enthrall your audience and increase your presentation threshold with the right graphics, images, and structure. Portray your ideas and vision using twelve slides included in this complete deck. This template is suitable for expert discussion meetings presenting your views on the topic. With a variety of slides having the same thematic representation, this template can be regarded as a complete package. It employs some of the best design practices, so everything is well-structured. Not only this, it responds to all your needs and requirements by quickly adapting itself to the changes you make. This PPT slideshow is available for immediate download in PNG, JPG, and PDF formats, further enhancing its usability. Grab it by clicking the download button.

Our Employee Report PowerPoint PPT Template Bundles are topically designed to provide an attractive backdrop to any subject. Use them to look like a presentation pro.

• Employee Travel Expense Report
• Employee Expenses Reimbursement Form
• Company Employees Project Work Report
• Employee Information Status Record Report
• Employee Performance Assessment Review Checklist
• Employee Performance Promotion Dashboard
• Store Employee Current Period Payroll Summary
• Company Employees Work Schedule Report

HR Annual Report Powerpoint PPT Template Bundles

Introduce your topic and host expert discussion sessions with this HR Annual Report Powerpoint PPT Template Bundles. This template is designed using high-quality visuals, images, graphics, etc, that can be used to showcase your expertise. Different topics can be tackled using the twelve slides included in this template. You can present each topic on a different slide to help your audience interpret the information more effectively. Apart from this, this PPT slideshow is available in two screen sizes, standard and widescreen making its delivery more impactful. This will not only help in presenting a birds-eye view of the topic but also keep your audience engaged. Since this PPT slideshow utilizes well-researched content, it induces strategic thinking and helps you convey your message in the best possible manner. The biggest feature of this design is that it comes with a host of editable features like color, font, background, etc. So, grab it now to deliver a unique presentation every time.

Our HR Annual Report Powerpoint PPT Template Bundles are topically designed to provide an attractive backdrop to any subject. Use them to look like a presentation pro.

• Human Resource Yearly Report
• HR Department Summary
• HR Statistics
• Staff Performance Report

Recruiting Report Powerpoint Ppt Template Bundles

If you require a professional template with great design, then this Recruiting Report Powerpoint Ppt Template Bundles is an ideal fit for you. Deploy it to enthrall your audience and increase your presentation threshold with the right graphics, images, and structure. Portray your ideas and vision using fourteen slides included in this complete deck. This template is suitable for expert discussion meetings presenting your views on the topic. With a variety of slides having the same thematic representation, this template can be regarded as a complete package. It employs some of the best design practices, so everything is well structured. Not only this, it responds to all your needs and requirements by quickly adapting itself to the changes you make. This PPT slideshow is available for immediate download in PNG, JPG, and PDF formats, further enhancing its usability. Grab it by clicking the download button.

Our Recruiting Report Powerpoint Ppt Template Bundles are topically designed to provide an attractive backdrop to any subject. Use them to look like a presentation pro.

• Customer Satisfaction Score
• personalization
• Customer Service Support
• Reviews and Comments
• Customer Experience

Steps To Create Strategic HR Action Plan

The following slide highlights the steps such as assess current HR capacity, forecast HR requirements, develop talent strategies, review and evaluate to HR action plan. It helps organization to create and implement action plans that align with organizations goals and needs Presenting our set of slides with Steps To Create Strategic HR Action Plan. This exhibits information on four stages of the process. This is an easy to edit and innovatively designed PowerPoint template. So download immediately and highlight information on Strategic, Develop, Review.

The following slide highlights the steps such as assess current HR capacity, forecast HR requirements, develop talent strategies, review and evaluate to HR action plan. It helps organization to create and implement action plans that align with organizations goals and needs

Annual Calendar Depicting HR Department Activities

This slide showcases annual calendar of HR department which helps department to better forecast and allocate resources. It includes elements such as office party, employee training, training goals, HR policies, planning procedures, budget and performance review. Introducing our Annual Calendar Depicting HR Department Activities set of slides. The topics discussed in these slides are Complete Annual Performance, Policy For Approval This is an immediately available PowerPoint presentation that can be conveniently customized. Download it and convince your audience.

This slide showcases annual calendar of HR department which helps department to better forecast and allocate resources. It includes elements such as office party, employee training, training goals, HR policies, planning procedures, budget and performance review.

• Complete Annual Performance
• Policy For Approval

13 Useful Presentation Topics for Human Resources

By: Author Shrot Katewa

As an HR head, you might be invited to many forums, conferences, and board rooms to discuss burning topics that are being debated within your community.

We think there is surely room for more and more presentations to be made and points to be discussed within this space. So, today we share with you some ideas that you can read, discuss and develop for your next PowerPoint presentation.

So, let’s dive right into the topics directly –

A Quick Note Before We Begin – if you want to make jaw-dropping presentations, I would recommend using one of these Presentation Designs . The best part is – it is only $16.5 a month, but you get to download and use as many presentation designs as you like! I personally use it from time-to-time, and it makes my task of making beautiful presentations really quick and easy!

1. Employee well-being

The role that employee health and well-being play in the success of an organization is something that cannot be doubted. Yet, we do not see enough debate around how a healthy body and mind is good for business as well.

Using this topic we would encourage HR heads, students, and professors to discuss how such policies with respect to employee well-being should be framed, how business functions should be rewarded for promoting employee well-being.

It would be a great topic for starting an organizational behavior discussion as well. 

2. Digitalization in HR practices

We all acknowledge that the digitalization of processes and systems is something no function can escape from – including HR. Do you agree that technology has a role to play in HR? Or do you believe that the role of the ‘human’ here is more important to focus on than automation of HR practices?

Either way, this is a great topic to take off from and talk about how HR as a function has been impacted by technology over the years, and what possibly will it look like 5 to 10 years hence.

3. Role of Employee Mental Health

A goal-focused approach, having a mindset for success, an enhanced focus for better productivity — these are aspects that many a time we talk to employees about. However, how do you develop a healthy mind that is not stressed and anxious? A mindset that actually wants to succeed but isn’t feeling pressured.

We think HR departments have a great opportunity in expounding on the critical need for investing in mental health and providing good counseling opportunities across levels. A great presentation topic at any forum for sure!

4. Importance of Learning and Development

Now, this has always been a top favorite amongst HR practitioners.

There is no doubt that the need to learn and upskill employees is a crucial aspect in today’s ever-increasing VUCA world. Globalization has ensured that one can learn both online and offline from experts.

It would be interesting to showcase your thoughts and present how training resources are being assigned. The presentation can also include how HR teams are adapting to the ever more nuanced learning needs of their people.

5. Dispute Resolution among Employees

We are human and so it is obvious that there shall be disagreements. In fact, disagreements are often encouraged to ensure that good ideas on the table become even better! We see HR heads presenting this topic with examples and anecdotes from their work lives.

Also, as a presentation topic, it can extend to offline case studies that can be discussed event after a workshop. There is a possibility that at times you have seen that a dispute is highly subjective – for example when it comes to interpretation say of a gesture, culturally it can be a genuine mistake.

So go ahead make this presentation topic as engaging and interactive as you like it!

6. Secrets of a Happy Workplace

We all want to work at an organization where we feel motivated, engaged, and safe. However, what goes behind in building and maintaining such a happy workplace?

Is it when you have an employee-first approach or is it when it is about a customer-first approach? Do HR and management value the same thing?

These are all pointers that we think your PowerPoint presentation can touch upon. There is enough research out there that supports both points of view. So go happy presenting!

7. How to Attract Millennials to your Workplace?

Now, this is another great presentation topic – and one that many people would like an answer to!

Millennials have a reputation that they are either too distracted or disloyal to stick to an organization. However, recent surveys suggest that all they need is a purpose-driven organization. If they can identify with your cause, they actually are quite a loyal bunch!

As an HR practitioner your role in attracting and retaining such talent, and the role of the CEO in providing this enabling environment can well be a good presentation topic for your next HR board meeting.

8. Creating an Engaged Workforce

Engaged workforce as a presentation topic works very well at all levels.

You have an opportunity over here to talk about a variety of aspects that go into engaging your workforce such as progressive and inclusive policies, diversity management, the role of sports, off-sites, etc.

You might want to stress certain productivity numbers that the industry has experienced when working with an engaged workforce. We believe that this topic can go as niche or wide as you would prefer.

9. Open Offices – boon or bane?

HR teams across the world have often been sold the concept of open offices over closed cabin environments.

It seems logical that the more open the office, the less the hierarchy. Yet does that also mean more distraction, less productivity?

This is a presentation topic that can help you open up a lot of room for an active discussion with your audience. Is there a formula for success to open offices? Why do some industries or sectors have more success w.r.t to these open formats?

Again as an HR head or student, you would have unique experiences that will make for a great presentation.

10. Encouraging a work-life balance at a startup

Start-up culture is something that still is a hot topic at most HR seminars. It is usually this unique time in an organization where the organization is still figuring out what suits its employees best.

HR professionals can use this PowerPoint presentation topic to both share and invite ideas on how work-balance can be maintained, and what is needed in their organizations as they move along the growth curve.

11. Employee Volunteering – Role of HR or CSR?

Another great topic is the role volunteering plays in an organization and which team really needs to front this. Since Corporate Social Responsibility teams are often merged with the Communication teams there can be a difference in the approach.

HR heads have an opportunity here to dissect their role as employee engagement custodians and how & if they see volunteering as part of this mandate.

12. Importance of an Ethics Committee

Do you need an ethics committee for your organization? Usually, well yes! However, is the firm at too nascent a stage for such a ‘committee’? Can it work via an ombudsperson? Do you need a formal whistle-blower policy?

All these topics can come together within this presentation topic and make it worthy of a discussion across board rooms. We believe that HR heads have another great topic here for making their voice heard!

13. Job Rotation and its contribution to Employee Growth

The industrial revolution showcased how employee productivity grew if people repeated a task often. It was stated that this reduced the chances of errors and in fact, is what led to the whole 6 sigma quality and productivity concept. Yet, is this concept relevant now?

As an HR head you can ponder on why this has worked but even how in this digital age, and reducing attention spans, employees are seeking to learn new skills.

Your presentation can cover how job rotation can lead to, for example. better talent development and retention. Worth your time! 

So there you have it. There is a lot to talk about when we need to share something useful on human resources. I would like you to consider these topics only as a conversation starter and build up from the brief pointers that we have mentioned. I also hope that you find the above topics really something that you can use and is effective in your business setting. Do let us know your thoughts in the comments below.

Our goal on this blog is to create content that helps YOU create fantastic presentations; especially if you have never been a designer. We’ve started our blog with non-designers in mind, and we have got some amazing content on our site to help YOU design better.

If you have any topics in mind that you would want us to write about, be sure to drop us a comment below. In case you need us to work with you and improve the design of your presentation, write to us on [email protected] . Our team will be happy to help you with your requirements.

Lastly, your contribution can make this world a better place for presentations . All you have to do is simply share this blog in your network and help other fellow non-designers with their designs!

These cookies are required for the website to run and cannot be switched off. Such cookies are only set in response to actions made by you such as language, currency, login session, privacy preferences. You can set your browser to block these cookies but this might affect the way our site is working.

These cookies are usually set by our marketing and advertising partners. They may be used by them to build a profile of your interest and later show you relevant ads. If you do not allow these cookies you will not experience targeted ads for your interests.

These cookies enable our website to offer additional functions and personal settings. They can be set by us or by third-party service providers that we have placed on our pages. If you do not allow these cookies, these services may not work properly.

These cookies allow us to measure visitors traffic and see traffic sources by collecting information in data sets. They also help us understand which products and actions are more popular than others.

Top 10 HR Presentation Templates

Organizations rely on human resources departments to relay important company information to the team. This could be anything from training and onboarding materials, to company compliance and performance management. HR teams act as a resource for employees for anything regarding their compensation, behavior, education, and more. 

Regardless of the information, HR managers can benefit from presentations to help them communicate more effectively. These are the top 10 HR presentation templates your team needs.

A 30-60-90 plan defines a new employee’s responsibilities and goals for the first 90 days after onboarding. It maps out achievable goals tied to their role so that they can be productive and efficient while learning the ins and outs of the job. Teams can set clear expectations more effectively with Beautiful.ai’s 30-60-90 presentation example.   

A successful 30-60-90 presentation can help leadership and teams lay down the foundation for personal, performance, and learning goals. Our 30-60-90 template can also help you make the transition for a new employee more seamless and empowering, set priorities for the new position so they know where to start, and achieve more success on the team, faster.

Year End Employee Review

A year end employee review is a conversation that happens between managers and employees that goes over performance expectations and how well they were executed. The employee review allows leadership to reflect on the previous year with their team in order to help them grow for the overall success of their career and the business. Teams can facilitate these meetings more effectively with Beautiful.ai’s year end employee review presentation example.  

Our Year End Employee Review template can also help you get a better understanding of your responsibilities and expectations for your role, communicate concerns or provide feedback to your manager, or position yourself in a favorable way to ask for a raise or promotion. 

Company Culture

Good company culture can be the difference between landing top talent and losing them to the competition. When an employee finds a company that matches their values, they tend to form better relationships with their colleagues in turn making them more motivated and productive. A successful company culture presentation helps you define things like your work environment, values and mission, and expectations of employees, and can help HR managers and teams align on values for a more balanced workplace. 

Our company culture template can help HR managers define company culture standards and guidelines, onboard new hires more efficiently, and host annual or quarterly training as a refresher to existing employees.

Training Presentation

Are you training a team of new recruits to your company? Or delivering a webinar on a topic in your industry to your employees? To pull off a training session, webinar, or coaching session effectively, you’ll need an organized presentation as a visual aid.

A good training presentation can provide structure to your speech and boost your confidence as a presenter. It can also deliver your message efficiently, and stick with your audience long after your presentation is over. Use our training presentation template to present information simply and logically, help on-board new recruits, motivate, inspire, or inform your audience.

Performance Review Presentation

A performance review can help managers and employees align on expectations and set goals so the team as a whole can be more successful. Keep your notes and employee evaluations organized with Beautiful.ai’s performance review template . 

Our customizable template has all the performance review basics like communication hits and misses, job performance, and overall feedback. Our performance review template can also help you customize your performance review presentation for different employees, act as a take-away resource that employees can reference throughout the quarter, organize your notes and expectations for future hires.

Employee Handbook

HR managers have a lot to share with new employees during their first week on the job. That’s why you need an employee handbook template for your upcoming presentation. You’ll also need a template that covers it all: the company’s history and values, essential policies, perks and benefits, expected employee behavior, who they can contact for help, and much more. 

A comprehensive employee handbook presentation can help HR teams inform new hires and get them excited to work for the company. Plus, it can be used as a resource that they can come back to again and again.

New Hire Onboarding

New employee onboarding is the process of integrating a new hire with a company and its culture, as well as getting a new hire the tools and information needed to become a productive member of the specific team they’ll be working with. There’s a lot of information for HR managers to share with new hires on their first day and beyond: what the company is all about, what they can expect to do and who to work with, and so much more. Having all of that information conveyed in a template helps to standardize the onboarding process across the organization. Our new hire onboarding template keeps everything organized for you and new employees who are starting their journeys. 

HR teams can use the new hire onboarding template to introduce new hires to the company, help onboarding run more consistently across teams and functions, standardize the knowledge base all new employees will have upon finishing orientation, and check in with new employees periodically. 

HR Benefits Presentation

Our human resources benefits template makes it easy to break down important benefits and perks for your employees. Understanding medical, dental, and vision insurance coverage can be confusing. Figuring out incentives like 401(K) retirement plans can be, too. Lay everything out in one easy-to-read HR benefits presentation.

Use the HR benefits template to explain the open enrollment process, onboard new employees, or to keep on hand as a company resource.

Recruitment Presentation

In a competitive market, recruiters and HR representatives need to attract and lock down top talent for their organization. Your company might provide competitive benefits, high salaries, an engaging company culture, and enticing opportunities for growth, but if you don’t know how to sell those perks, you won’t bring in those candidates. 

A compelling and informative job recruitment presentation can set you apart from your competitors and bring in top quality job candidates who are perfect for your team. Use our recruitment presentation template to highlight your company’s advantages, connect and network with candidates in your industry, and attract high-quality candidates.

Company Overview

Every company has a unique story to tell. However, it can be difficult to put together a beautiful presentation that tells your story effectively and looks great at the same time. Our company overview template is the answer. With this presentation template, you can share your company’s philosophy, specific goals, team members, products or services, plans for the future, and more.

Our company overview template is perfect for organizing annual meetings, potential customer or investor pitches, or new hire orientations. It’s a versatile HR deck that every team should have on hand.

Beautiful.ai Team

Beautiful.ai is an AI-powered presentation tool that makes it fast and easy for anyone to build clean, modern and professionally designed slides that they can be proud of.

Recommended Articles

Unleash your marketing potential: 7 slide templates that drive results, powerpoint makeover: crunchbase, how to create an effective quarterly performance review, the spotify rebrand presentation template.

• Design for Business
• Most Recent
• Presentations
• Infographics
• Data Visualizations
• Forms and Surveys
• Video & Animation
• Case Studies
• Digital Marketing
• Design Inspiration
• Visual Thinking
• Product Updates
• Visme Webinars
• Artificial Intelligence

20 Annual Review Templates & Examples for Year-End Reviews

Written by: Zain Zia

Annual reviews are an excellent way for companies to gauge employees' existing contributions and relay future expectations for the benefit of the company.

If you’re looking to strengthen your brand's performance appraisal process, we suggest you use ready-made annual review examples and templates to get a head start. In this article, we’ll show you 20 of the best annual review templates you can find on the internet to effectively evaluate the performance of your employees.

Before we dive in, here’s a short selection of 8 easy-to-edit annual review templates you can edit, share and download with Visme. View more templates below:

Table of Contents

What is an annual review, how to write an annual review, 20 annual review templates you can customize, 3 tips for effective annual reviews.

• An annual review is the process of assessing employee performance over the past year.
• The annual performance assessment involves tracking employee KPIs and identifying employees' strengths and weaknesses.
• Year-end reviews also entail measuring employee quality of work and providing feedback on potential areas of improvement.
• Yearly reviews help businesses identify high-performing employees, boost employee engagement, relay expectations and foster a progressive environment of growth and progress.
• A business year-in-review template has these elements: header, employee’s basic information, review period, tasks to be evaluated, performance score rating, future goals and expectations, comments and feedback and signatures.
• When reviewing employee performance, make it a two-way communication, offer actionable feedback and do continuous follow-up.
• Visme offers a comprehensive library of annual performance review templates that can be customized in minutes using its intuitive editor.

An annual review, or year-end review, is the process of evaluating employee performance over the past year. Annual reviews are typically done by managers but can also be self-conducted.

Generally, an annual performance assessment includes:

• Tracking employee KPIs
• Identifying employee's strengths and weaknesses
• Measuring employee quality of work
• Providing feedback on potential areas of improvement

Needless to say, an annual review is a critical part of any successful business.

It helps businesses identify high-performing employees, boost employee engagement , relay expectations and foster a progressive environment of growth and progress.

On the other hand, employees can also use this time to communicate their future expectations to the company, whether it's their next year's KPIs, personal goals, monetary compensation, bonus structure breakdown, or expected promotions.

At the end of an annual review, managers evaluate whether the company's future goals align with employees' objectives and decide if they should be recommended for a raise or promotion in the coming year.

When it comes to preparing for a year-end review, there isn’t any one-size-fits-all approach.

This is majorly due to the type of industry you’re in and the fact that every employee has unique goals for which they’re being evaluated. But that doesn't mean that you can’t create a generic layout for all performance reviews .

In this section, we look at some of the most common sections you can add to your annual review templates:

• Header. The header is the first thing that the reviewer and reviewee will notice on the annual review document, so it's a good idea to add your company’s name, logo and branding to give it an overall professional outlook. In Visme, you can upload your logo with a few clicks and add it to any project.
• Employee’s basic information. For identification and analysis purposes, it is also important that you add a section where the employee’s basic information can be written, including their name, ID and position in the company.
• Review period. To streamline the entire annual review process, it is critical that you add a section that states the period for which the review is being conducted.
• Tasks to be evaluated. This is the main section of the annual review template, so mention all the yearly goals for which the employee is being evaluated.
• Performance score rating. For each task mentioned earlier, make sure you leave adequate space where the reviewer can rate the employee's quality of work. You can do this through a 5-star review system, Likert scale or even by adding an empty box where reviewers can describe their evaluation. Some of Visme's templates come with a pre-designed rating scale you can use for your own company.

• Future goals and expectations. Once the evaluation phase is complete, you can now add a section where employees’ future expectations can be written down.
• Comments and feedback. An annual review process is incomplete without a feedback section. Add it to your template so the reviewer can comment on employees’ performance and recommend them for a raise or promotion.
• Signatures. Lastly, include a section where both parties can add their signatures and acknowledge the entire performance appraisal process.

If you're out of time and need to create your report quickly, Visme's AI document generator can help you create one. Simply input your prompt, choose your preferred style, and let the wizard produce stunning reports in seconds. You can customize every aspect of your document using our intuitive editor.

Hey executives! Looking to cut design costs?

• Spend less time on presentations and more time strategizing
• Ensure your brand looks and feels visually consistent across all your organization's documents
• Impress clients and stakeholders with boardroom ready presentations

Sign up. It’s free.

Creating an annual review template from scratch can be a bit overwhelming. Our library of ready-to-use performance review templates that you can easily customize and use can help.

Here are some of the best annual review templates you can pick from:

1. Lawyer Performance Review Template

This lawyer performance review template has all the important sections you'd need, including an eye-catching header, a dedicated section for task evaluation and signatures.

This annual review template is ideal for businesses offering legal services, but it can also be customized for any other industry or business type. Amp up your annual business review template using Visme’s icons , stock photos and videos.

2. Temp Performance Review Template

Got a temporary employee working in your firm? Rate their performance with the help of this stunning performance review template.

It even has a rating system added to it that shows what each number means. For example, a rating of 5 means the performance is excellent, 4 means good, 3 is fair and so on.

3. Sales Annual Review Template

Review the performance of your sales staff using this professional annual review template.

It includes data visualization to represent the individual and overall performance score of the employee and has plenty of space for feedback and comments for each task.

4. Customer Service Annual Review Template

Figure out the strengths and weaknesses of your customer service employees with the help of this fully-customizable annual review template.

The template uses a 3-star rating system to evaluate employee performance and even includes a legend for what each colored star represents.

Share the performance review with your team using an online link or download it in PDF, PPTX, MP4 and HTML5 format. Track how many people have viewed or taken action on your review using our Visme analytics tool .

5. Agency Performance Review Template

Review the performance of your partner agencies using this professional annual review template. It uses data widgets to represent agency scores for their tasks and also has a dedicated comments section at the end for potential future goals. You can also use it to track year over year growth your agency may have encountered as well.

Easily navigate the Visme editor using the shortcut feature. Simply tap the forward slash (/) key and a search bar will appear, enabling you to find anything you want.

6. KPI Performance Review Template

Stay on top of your sales team's performance by using this KPI review template. It features a colorful design with high-quality vector icons that sets this template apart from others. If you're working on the review with members of your team, tap into Visme's workflow feature to manage roles, tasks, progress, deadlines, and corrections all in one place

7. Food Service Annual Review Template

Running an online food delivery business?

Identify high achievers with this performance review template. The template has ample space to record employee information and even has a rating scale for ease of evaluation.

The upside of using this template is that you can work on it alongside your team members without limits. Team members in your workspace can tag each other, leave feedback, draw annotations and more.

8. Student Internship Year-End Review Template

Evaluate the performance of student interns in your firm with this colorful annual review template.

The best part about this year-end review template is it features plenty of space for comments and feedback. Supervisors can use this to recommend work-related improvements.

Not sure how to start writing your review? Visme's AI writer can fuel your creativity, helping you generate drafts in just a few seconds.

9. Nurse Performance Review Template

This multi-paged annual review template is an excellent pick for medical professionals looking to evaluate the performance of their staff.

It comes with a legend for a 5-star rating scale and a list of goals on which medical staff is evaluated. Incorporate your branding elements into the template and make it your own. With our AI-powered Brand Wizard , you can easily make your business year in review template fit your branding.

10. Tech Shop Performance Review Template

Measure the accomplishments of your sales managers with this professional annual review template. It features high-quality icons and data widgets to represent employee ratings.

This visual annual review template is a great pick for all business types — simply add your company logos, images, colors and fonts to this template to make it your own.

RELATED: 45+ Annual Report Design Templates & Awesome Examples (2024)

11. Team Leader Annual Review Template

If you’re looking to dive deep into the performances of your employees, then this yearly review template is perfect for you.

It features plenty of space to write down employee goals and even comes with a rating scale that supervisors can use to rate the work of team leaders.

12. CEO Performance Review Template

Assess the performance of your company CEO with this stunning annual review template. It features high-quality icons, a rating scale for ease of evaluation and space for feedback.

13. Clinical Psychologist Annual Review Template

Keep track of your staff performance with the help of this annual review template. It comes with a rating scale, a list for goal evaluation and dedicated space for comments and feedback.

14. Internship Performance Review Template

Got an intern working for your firm? Evaluate their performance with the help of this colorful annual review template.

It features four different sections to conduct a SWOT analysis of the intern and a star rating system to rate their work.

15. Manager Performance Review Template

Measure the performance of managers at your firm with the help of this stunning annual review template.

It uses creative data widgets to evaluate performance scores and has a bulleted list underneath to mention the goals for which the manager is being evaluated.

16. Executive Director Annual Review Template

Ensure that all your company staff is on the same page by using this professionally-designed annual review template.

It has a simple yet effective design that ticks all the boxes for a well-rounded performance appraisal template. Simply add your brand kit to the template to make it your own.

17. Teacher Performance Review Template

Evaluate the strengths, weaknesses and general quality of work of your teaching staff with this creative performance review template.

It comes with a pre-designed rating scale that peers and supervisors can use to evaluate performance and a dedicated section for task lists and signatures.

18. Self-Evaluation Performance Review Template

Evaluate your own work performance with the help of this fully customizable, personal annual review template.

It features an eye-catching design with the top half dedicated to employee details and the bottom half for task evaluation and feedback.

19. Quarterly Employee Performance Review Template

Stay on top of your employee goals throughout the year by using this quarterly performance review template. It features a simple design that’ll help you conduct your evaluations quickly.

Upload your brand elements to the template, or create a branding kit from scratch in Visme to make this template your own.

20. Mid-Year Employee Performance Review Template

Effectively track your employee performances by using this mid-year performance review template.

It features a beautiful design with an eye-catching color combination, vector icons for main headings and a dedicated section for comments at the end. Each section of the template is fully editable, so with just a few clicks, it can easily be ready for any business type.

If a year-end performance appraisal is done right, it can help the company identify its high achievers so they can be guided on a path of sustained personal and professional development.

Here are 3 key tips to ensure your annual reviews yield maximum positive results:

1. Make it a two-way communication.

The last thing you want in an annual review is to have one-sided communication, without any room for dialogue for growth and exchange of creative ideas.

So make sure you listen to everything your employee has to say and then share your own goals and ideas to reach a common ground.

2. Offer actionable feedback.

The best performance reviews are ones where the managers don’t just evaluate employees' past performances but also relay expectations for the future.

But make sure your employees are invested and determined to reach their goals for the next year.

3. Continuous follow-up.

Year-end reviews shouldn’t be a once-in-a-while occurrence. Instead, you should be tweaking your appraisal strategy to conduct reviews on a weekly, monthly or quarterly basis instead.

This gives you the opportunity to track employee performances all year round and reach your company-wide goals more efficiently.

Annual Review FAQs

Q. what is an example of a year end review.

The specific details and structure of a year-end review may vary depending on the organization's policies and practices. But here’s what a standard year-end review may look like:

• Performance Evaluation: The employer or manager reviews the employee's performance throughout the year, assessing their accomplishments, contributions and adherence to goals and objectives
• Goal Assessment: They discuss whether the employee achieved or exceeded their goals, fell short, or encountered any obstacles.
• Strengths: The employer or manager highlights the employee's strengths, acknowledging their key skills, competencies and positive contributions to the organization.
• Areas for Improvement: They also discuss areas where the employee can improve, providing constructive feedback and guidance on how to enhance their performance or develop specific skills.
• Performance Feedback: The employer or manager provides specific feedback on the employee's behavior, communication, teamwork, problem-solving and other relevant aspects of their work.
• Development Opportunities: The employer or manager discusses potential growth opportunities and professional development initiatives for the employee. This may include training programs, workshops, mentoring, or additional responsibilities that can enhance their skills and contribute to their career advancement.
• Goal Setting for the Coming Year: The employer or manager collaborates with the employee to set goals and objectives for the upcoming year.
• Recognition and Rewards: The manager may provide recognition, rewards, or incentives to motivate and reinforce positive performance. This can include bonuses, promotions, public recognition, or other forms of appreciation.
• Open Dialogue: The year-end review provides an opportunity for the employee to share their perspective, voice concerns and ask questions.

Q. What should a manager write in an annual review?

Here are some key points and areas that a manager can include in an annual review:

• An opening statement that acknowledges the purpose of the review and sets a positive tone.
• Employee's performance evaluation
• Strengths and areas for improvement:
• Evaluate skills like communication, collaboration, problem-solving, decision-making, leadership
• Assess the employee's commitment to continuous learning and professional growth
• Collaborate with the employee to set meaningful and challenging goals for the upcoming year.
• Offer ongoing feedback, guidance and resources to help them achieve their goals
• Summarize the main points discussed in the review.
• Reiterate your confidence in the employee's abilities and express appreciation for their contributions.

Q. How do you write a good review example?

We recommend using annual performance review templates.

Annual business review template provides a standardized structure and format for performance reviews. This ensures that all employees are assessed and evaluated using a consistent framework, promoting fairness and reducing bias in the review process.

Visme empowers HR teams and businesses of all sizes with a robust collection of business year in review templates. You’ll find templates spanning a wide range of industries, roles and use cases. The best part is that these cover all relevant aspects of an employee's performance and include guidance and instructions for managers, helping them navigate the review process effectively.

Templates serve as a framework but should still allow room for individualization and meaningful discussions during the review process. With Visme’s easy-to-use editor, you can customize the design, content and structure of your annual business review template.

Q. What not to say in an annual review?

During an annual review, it's important to be mindful of what you say to ensure a productive and respectful conversation.

Personal Attacks or Insults: Avoid making personal attacks or using derogatory language. Focus on constructive feedback and specific behaviors rather than attacking the employee personally.

Biased or Discriminatory Comments: Ensure that your feedback and comments are fair and unbiased. Avoid making any remarks that may be perceived as discriminatory based on race, gender, age, religion, or other protected characteristics.

Overgeneralizations or Exaggerations: Provide specific and accurate feedback based on observable behaviors and evidence. Avoid making overgeneralized statements or exaggerated claims that cannot be substantiated.

Unrealistic Expectations : While it's important to challenge employees, setting unrealistic expectations can be demoralizing and counterproductive. Ensure that your expectations align with the employee's role, capabilities and available resources.

Vague or Ambiguous Feedback: Be specific and provide examples when offering feedback. Vague or ambiguous statements can leave the employee confused about what they need to improve or continue doing.

Comparisons to Other Employees: Avoid comparing one employee to another directly during the review. Each employee has unique strengths and areas for improvement and comparisons can create unnecessary competition and tension.

Dismissive or Disengaged Attitude: Be present and engaged during the review process. Show genuine interest in the employee's progress, growth and concerns. Being dismissive or disengaged can negatively impact the employee's morale and motivation.

Promises You Can't Keep: Be cautious with promises or commitments you make during the review. Ensure that any promises, such as training opportunities, promotions, or salary adjustments, are realistic and can be fulfilled.

Blaming or Shaming: Instead of focusing on blame, take a constructive approach to address performance gaps. Use the review as an opportunity to collaborate and find solutions together.

Closed-Mindedness: Be open to feedback from the employee and be willing to listen and consider their perspective. Avoid being defensive or dismissive of their input.

Q. What are respectful performance review phrases?

Here are some examples of respectful phrases you can use in an employee performance review:

• “You consistently go above and beyond to deliver high-quality results.
• "Your technical expertise and problem-solving abilities are highly commendable."
• "You have shown exceptional leadership skills, inspiring and motivating your team."
• "Your strong work ethic and reliability make you a valuable asset to the organization."
• "Your initiative in implementing [specific idea or process improvement] led to significant improvements in efficiency."
• "Your ability to work well with diverse team members strengthens our collective efforts."
• "You have shown great improvement in [specific skill or competency] over the past year."
• "Your proactive approach to seeking out learning opportunities demonstrates your commitment to self-improvement."
• "To further enhance your performance, I encourage you to focus on [specific area for improvement] and suggest [specific action or development opportunity]."

Q. How honest should I be in an annual review?

It's important to be honest in an annual review, but it's also important to be tactful and constructive with your feedback. Focus on specific examples and provide suggestions for improvement rather than just criticizing. Remember, the purpose of the review is to help the employee grow and develop, so your feedback should be geared towards that goal.

Improve Employee Performance With Annual Reviews

Annual reviews are great for measuring the yearly performance of team members. They help relay expectations, improve communication, progress and growth and more. In this article, we've shared 20 year-end summary examples to get you started.

To streamline the performance appraisal process and improve the internal communication of your brand, check out Visme’s tailored solutions and materials for HR teams .

There are tons of stunning annual review templates and features to take advantage of and you can easily add your brand elements and make any template your own.

Quickly design beautiful and data-driven reports with Visme

Trusted by leading brands

Recommended content for you:

Create Stunning Content!

Design visual brand experiences for your business whether you are a seasoned designer or a total novice.

About the Author

Zain is a freelance writer for eCommerce and SaaS businesses. When he’s not crafting converting copy and insightful content, he can be found making travel videos or discussing soccer on social media.

• Book a Speaker

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vivamus convallis sem tellus, vitae egestas felis vestibule ut.

Error message details.

Reuse Permissions

Request permission to republish or redistribute SHRM content and materials.

How to Conduct a Great Performance Review

Editor's Note: SHRM has partnered with   Harvard Business Review   to bring you relevant articles on key HR topics and strategies.

D issatisfaction with performance appraisals is pervasive. They are seen as time-consuming, demotivating, inaccurate, biased and unfair. A McKinsey survey indicates most CEOs don't find the appraisal process in their companies helps to identify top performers, while over half of employees think their managers don't get the performance review right. A Gallup study is more negative: Just one in five employees agreed that their company's performance practices motivated them.

These attitudes create a self-reinforcing dynamic. Managers do cursory reviews that are really up or down compensation announcements, not feedback. Employees then see the "appraisal" as non-existent or unfair and approach the next review with that attitude. Busy managers facing quarterly goals then try to avoid the unpleasantness and do even more cursory, drive-by reviews, and a downward spiral continues that promotes a culture of underperformance.

Some firms have stopped performance ratings entirely. As another McKinsey study notes, however, when "organizations scrapped the performance ratings, they found a need for a form of annual documented administrative evaluation to make employment decisions, such as promotions and raises. To address this need, these organizations often implemented 'ghost' ratings—a system of evaluation that is, ultimately, just another annual performance rating." In other words, meet the new boss, same as the old boss.

Performance review best practices do exist. The following is guidance to help managers refine how the process is planned, conducted and repeated. Following these recommendations can improve employee performance, while also giving managers a more effective structure for how to have these sometimes difficult, but necessary, conversations.

Rethinking Performance Reviews

Rethinking performance reviews should not mean getting rid of this essential managerial responsibility. So, what's the purpose and key components of an effective performance review process?

The purpose of reviews is two-fold: an accurate and actionable evaluation of performance, and then development of that person's skills in line with job tasks. For recipients, feedback has intrinsic and extrinsic value. Across fields, research shows that people become high performers by identifying specific areas where they need to improve and then practicing those skills with performance feedback. Multiple career studies indicate the importance of on-the-job versus other types of experience. One study from as far back as 1988 (and updated 20 years later with similar results) found that work experience (job assignments, organizational relationships and especially performance feedback) accounts for about 70% of the professional-development learning relevant to career advancement, with about 15% each for formal training courses and life experience (hobbies, interests, family: the other things you do and love outside work).

For the giver of feedback, the process is key to getting people to practice the right things, prioritize opportunities and clarify accountabilities owned by the individual versus the manager or the company. It's also key to effective leadership. The higher you rise in any organization, the more dependent you are on subordinates' performance. This reality has implications for what managers must do before, during and after a review.

What to Do Before the Review

In ongoing work with their employees, managers must first make clear the standards, including ethical standards, by which performance will be judged: what's important and how much you expect. This may seem obvious, but it's often not done because new managers are unsure or uninformed about how unit goals align with strategy; because experienced managers may have lost touch with market or strategy changes; or because over time turnover in management results in mixed signals about performance.

Second, performance reviews are about what people do for a living and often their pay and job assignments. These important topics take time to discuss. You must make time on your calendar to avoid quick reviews that leave people feeling confused or unvalued. Managers must also take the time to pay attention to peoples' behaviors far in advance of the actual review date if they're going to be helpful about the impact of those on-the-job behaviors on others in or outside the organization. You want people focused on the relevant causal relationships and not just enacting the natural human tendency to ascribe credit for good outcomes to oneself and the causes of bad outcomes to someone or something else.

Third, effective reviews require a judgment about causes of a person's performance. For example, are performance issues the consequence of deficiencies in motivation or ability? Some people may work hard, but lack certain capabilities: Can training and coaching enhance those capabilities? Others may have the abilities but lack motivation: Can different incentives or processes increase motivation? Still others may seemingly lack both motivation and relevant ability: Is this the right job for that person? Can a performance improvement plan help, or a different role where their abilities can be better utilized? Or is it time to replace this person?

Finally, stars often have both high motivation and ability: What can be done to reward, retain and learn from the stars' behaviors?

These are not easy judgments to make about human beings. But they're necessary and imply different action plans. Without them, it's difficult to be mutually productive during the review.

What to Convey During the Review

Here are five steps useful in guiding a performance review conversation:

1. Convey your positive intent.

A review is about feedback aimed at increasing the recipient's effectiveness. If you don't really have this intent— for example, if you believe that issues of motivation and/or ability overwhelm the potential contribution, then you're not really having a performance conversation, and you can ignore the following steps. The conversation you should have is one in which you discuss moving that person out of that job.

By contrast, consider a review with a promising employee with whom you have invested time. You might clarify your intent by noting, "You've done a good job settling into the role and orienting yourself to our firm. Your challenge now is to transition to more independent roles over the next year. That means less specific task direction or intervention is available for you when problems arise. So I'm counting on you to handle more on your own, and I'll be evaluating that at our next review."

That employee might respond, "I understand, but can you then sponsor me for training in areas where I'll be more independent and clarify the judgments and decisions where you want to stay involved versus those where I now have more say-so?" Both parties are now working on agreed-upon behaviors, not simply slogans like "be more strategic" or "demonstrate leadership qualities."

2. Describe specifically what you have observed.

The more specific and descriptive your feedback about strengths and weaknesses, the more likely the other person will understand. Describe illustrative or critical incidents which indicate the impact on performance. Too much performance feedback is of the "do good and avoid evil" variety. That may sound harmless, but overly general feedback increases feelings of defensiveness, rather than openness to behavior change, because it involves broad judgments and invites counterpunching rather than discussion.

For example, saying "Your presentation was bad" is little more than a perception and an exhortation to "get better." Saying, "Your presentation didn't include information on demographics, total life-cycle costs and payment terms" makes it easier to receive negative comments and take corrective action because both manager and employee can now concentrate on elements that can be improved.

3. State the impact of the behavior or action.

Many employees are unaware of the impact of their actions on outcomes. That's why we have managers. But managing means discussing cause-and-effect linkages between behaviors and outcomes. For example, it's one thing to say to a salesperson, "You didn't connect with the buyer." It's quite another to say, "You interrupted people throughout the meeting, and this resulted in that buyer being less open to listening to your ideas."

Remember that people won't change their personality after a performance review. Focus on the behaviors within a person's control. This also helps to minimize a common cloning bias in organizations: Is there a problem with that person's performance or is their performance achieved using a style that their manager would not use to do the job? Always be clear about the difference.

4. Ask the other person to respond.

Effective reviews are a two-way transfer of information, not only directions from a manager. Most people want to know about their performance. But the Rashomon effect is alive and well in firms; two people can observe the same event or outcome yet interpret it differently.

Dialogue is important, therefore, not just because it's polite and typically characteristic of effective organizational cultures, but also because it tests assumptions and reasoning. Does my view of your interactions with colleagues make sense? Here is the data or other input I'm using to make this assessment: What am I missing? Is it an issue of resources or something else? Here are the priorities in our unit: Do you understand and do you agree? If not, why not?

Dialogue also opens other relevant purposes of a review: the possibility that the manager's behaviors, policies or management style may be part of the performance problem and opportunity.

5. So what? Now what?

A review is incomplete without a discussion of next steps in which both parties take appropriate responsibility for change options. But responsibility for this closure rests with the manager. On what assets can you capitalize to increase effectiveness? Are there assignments that can increase learning, deliberate practice or other elements relevant to core tasks? Can HR help? What is the timetable and benchmarks to use in measuring progress after the review?

What to Do After the Review

The biggest impact from performance conversations is often what happens after the review. Too often, nothing happens: The review is an isolated annual event and therefore has little real impact. But research on behavioral change and the continuous improvement required for innovation highlights the importance of setting goals and providing ongoing feedback about progress toward goals.

Put regular follow-ups on the schedule

Technology is lowering the costs of doing this. For example, a study of programs designed to increase peoples' savings find that follow-up text messages, simply informing the person of their savings rates versus others, are about 80% as effective as in-person meetings. Other studies, in areas ranging from health care to voting to energy usage to drinking habits, find that these reminders significantly affect behavior and improve outcomes.

Managers can use these technologies to provide regular feedback.   The key is making follow-ups an iterative process from which individuals and the employer derive value.

Look for patterns

Regular follow-up also provides managers with the opportunity to look for patterns and create a virtuous cycle of assessment and investment by potentially reallocating money, time and people to align better with strategic imperatives.

For example, in a firm facing a complex technical sale with a 24-to-30-month selling cycle, the VP of sales detected the following pattern that emerged from reviews: It was taking nine to 12 months to complete the trial or proof-of-concept portion of the selling task — a cash-drain for a VC-funded startup. He also saw commonalities in what reps said that customers wanted in trials. So the firm developed a platform that took customers through the process with the assistance of the operations group, not salespeople. The result has been to reduce the selling cycle to 12 to 14 months and make better use of limited sales resources.

The venerable maxim still applies: "People join companies, but they leave managers," because feedback and coaching are crucial for professional growth and development. It's striking how many successful people, when asked about their careers, point to a manager who provided them with useful (even if initially unwanted) feedback. In turn, they come to realize that, as managers, they must demonstrate that they care about their people and are worthy of trust in assessing performance.

Frank V. Cespedes is a senior lecturer at Harvard Business School and the author of Sales Management That Works: How to Sell in a World That Never Stops Changing (Harvard Business Review Press, 2021).

This article is adapted from  Harvard Business Review  with permission. ©2022. All rights reserved.

Related Content

Why AI+HI Is Essential to Compliance

HR must always include human intelligence and oversight of AI in decision-making in hiring and firing, a legal expert said at SHRM24. She added that HR can ensure compliance by meeting the strictest AI standards, which will be in Colorado’s upcoming AI law.

A 4-Day Workweek? AI-Fueled Efficiencies Could Make It Happen

The proliferation of artificial intelligence in the workplace, and the ensuing expected increase in productivity and efficiency, could help usher in the four-day workweek, some experts predict.

Advertisement

Artificial Intelligence in the Workplace

​An organization run by AI is not a futuristic concept. Such technology is already a part of many workplaces and will continue to shape the labor market and HR. Here's how employers and employees can successfully manage generative AI and other AI-powered systems.

HR Daily Newsletter

News, trends, analysis and breaking news alerts to help HR professionals do their jobs better each business day.

Success title

Success caption

• SUGGESTED TOPICS
• The Magazine
• Newsletters
• Managing Yourself
• Managing Teams
• Work-life Balance
• The Big Idea
• Data & Visuals
• Case Selections
• HBR Learning
• Topic Feeds
• Account Settings
• Email Preferences

Presentation skills

• Business communication
• Business management
• Managing yourself

A Refresher on Storytelling 101

• October 08, 2014

Learning in the Thick of It

• Marilyn Darling
• Charles Parry
• Joseph Moore
• From the July–August 2005 Issue

The Case for the 5-Second Interactive

• Scott Berinato
• May 07, 2014

Consultant's Comeuppance (HBR Case Study)

• Robert Buday
• February 01, 2003

Telling Tales

• Stephen Denning
• From the May 2004 Issue

What to Do When Your Ideas Aren't Landing

• July 26, 2023

Ten Years of News Corp. Income Data in Less Than a Minute

• Gretchen Gavett
• April 02, 2013

Disarm Your Audience When You Present

• Nancy Duarte
• November 12, 2012

Swimming in Data? Three Benefits of Visualization

• John Sviokla
• December 04, 2009

How to Give a Webinar Presentation

• Dorie Clark
• June 11, 2018

Don't Focus on the Most Expressive Face in the Audience

• Amit Goldenberg
• Erika Weisz
• November 30, 2020

How to Calm Your Nerves Before a Big Presentation

• October 27, 2016

Learning Presenting Skills by Learning to Swim

• Jerry Weissman
• August 17, 2011

It’s Time to Retire ‘Crap Circles’

• Gardiner Morse
• March 19, 2013

A Checklist for More Persuasive Presentations

• October 11, 2016

Your Boss Won't Say Yes If Emotions Are Running High

• James R. Detert
• Susan (Sue) Ashford
• Susan J. Ashford
• December 19, 2014

How to Rehearse for an Important Presentation

• Carmine Gallo
• September 09, 2019

To Persuade People, Trade PowerPoint for Papier-Mâché

• Michael Brennan
• November 29, 2016

Finding the Right Metaphor for Your Presentation

• November 17, 2014

Ten Things I Liked (and Hated) About Your Presentation

• Steven DeMaio
• November 03, 2009

HBR Guides Collection (8 Ebooks)

• Harvard Business Review
• Bryan A. Garner
• September 23, 2014

Get Your Venture Backed with Persuasive Data Viz: An HBR Collection for Building the Perfect Pitch Deck

• Evan Loomis
• January 22, 2019

HBR's 10 Must Reads on Communication, Vol. 2 (Paperback + Ebook)

• Heidi Grant
• Tsedal Neeley
• March 23, 2021

PunchTab, Inc. Investor Presentation Deck

• William R. Kerr
• Ramana Nanda
• June 06, 2012

The HBR Essential 20-Minute Manager Collection (5 Books) (HBR 20-Minute Manager Series)

• November 28, 2017

The Harvard Business Review Good Charts Collection: Tips, Tools, and Exercises for Creating Powerful Data Visualizations

• February 19, 2019

Good Charts, Updated and Expanded: The HBR Guide to Making Smarter, More Persuasive Data Visualizations

• August 29, 2023

MINI USA: Finding a New Advertising Agency (A)

• David B. Godes
• December 07, 2007

Good Charts Workbook: Tips, Tools, and Exercises for Making Better Data Visualizations

HBR Guide to Making Better Decisions Toolkit

• February 27, 2020

FIELD Immersion: Orchestrating a Compelling Presentation

• January 23, 2015

Student Guide to the Case Method: Note 2 - Performing a Case Analysis

• Susan J. Van Weelden
• Laurie George Busuttil
• March 22, 2018

HBR Guides Ebook Boxed Set (7 Books)

• Karen Dillon
• May 05, 2015

Student Guide to the Case Method: Note 6 - Preparing for and Writing a Case Exam

Management Communication Self-Paced Learning Program: Presenting Section

• William Ellet
• December 21, 2012

Don't Be a Cat: Putting on Your Best Virtual Face

• June A. West
• June 20, 2022

Effective Business Case Collection

• April 26, 2017

HBR's 10 Must Reads on Public Speaking and Presenting (Paperback + Ebook)

• Chris Anderson
• Amy J.C. Cuddy
• Herminia Ibarra
• May 12, 2020

HBR Guide to Building Your Business Case Toolkit

• July 07, 2015

Confidence (HBR Emotional Intelligence Series)

• Tomas Chamorro-Premuzic PhD.
• Rosabeth Moss Kanter
• Peter Bregman
• March 26, 2019

Harvard Business Review, September/October 2021

• September 01, 2021

Popular Topics

Partner center.