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HOW TO PREPARE FOR A PERFORMANCE REVIEW (AND MAKE IT COUNT)

Author Bentley Recruitment

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Helping professionals grow their careers with confidence

Performance reviews aren’t just a formality, they’re a chance to reflect, plan, and position yourself for career progression. Whether you’re aiming for a promotion, a salary increase, or simply more meaningful feedback, preparation is key.

At Bentley Recruitment, we guide candidates through every stage of their professional development, including how to maximise the opportunity a review presents. Here’s how to prepare with purpose and confidence.

1. Understand What to Expect

Performance reviews vary by company. Some are formal annual appraisals; others are casual one-on-ones. Either way, the aim is to review your progress, set goals, and discuss areas of improvement.

Ask your manager or HR in advance if you’re unsure what the review will involve so you can come prepared.

2. Reflect on Your Achievements

This is your chance to show your value.

  • What projects have you delivered or contributed to?

  • Did you meet (or exceed) KPIs or deadlines?

  • Have you helped improve processes, saved time, or supported team development?

Bring specific examples backed by numbers or outcomes, especially if you're in a results-driven field like accounting, audit, tax, or business advisory.

3. Own the Challenges, Too

Honesty goes a long way. If something didn’t go to plan, don’t dodge it. Acknowledge the challenge but focus on what you learned and how you’ve improved since.

This shows maturity, self-awareness, and a growth mindset, all qualities employers value.

4. Know What You Want Next

What do you want to achieve over the next 6–12 months?

Use the review to discuss:

  • Career progression or promotion goals

  • Additional responsibilities

  • Professional development or training

  • Salary expectations (if appropriate)

If you’re seeking a raise or step-up, back it with evidence, benchmark your salary with our latest (Salary Guide) or talk to your Bentley consultant for market insights.

5. Be Ready to Listen

Performance reviews are a two-way conversation. Be open to feedback, both positive and constructive. Try not to take it personally. Instead, treat it as valuable input to help you grow.

Take notes and ask questions if you’re unclear about anything.

6. Follow Up and Take Action

After the review, follow up with a summary email (especially if action items or goals were discussed). Show initiative by outlining what you’ll work on and how you'll track progress.

This keeps you accountable and shows you’re serious about development.

Final Thought: Treat It Like a Career Check-In

Your performance review isn’t just about the past; it’s about shaping your future. Preparing well shows professionalism, ambition, and a commitment to growth.