Top Tips for your Three Month Review

Your three month review is a very important date in your sales career. Your achievements to date will be assessed and your performance will be put under the microscope.

Your three month review is also usually the time that you come off your ‘probation period’ – assuming you are successful. This means that you are now a proper employee, with all the benefits that may include with your employer, such as a proper notice period (this may have only been a week on either side before passing your three month review).

Know What is Expected

The first thing that you need to do in plenty of time prior to your three month review is find out what is expected. In terms of performance, presentation and the next step, all companies will have their own rules and expectations, so in order to comply, you need to know. It would be totally heartbreaking to have prepared a flashy powerpoint presentation when all they wanted to do was have a chat with you and indeed, if a chat was what you were expecting and then you some into the boardroom to be faced with all of the senior management staff, you may wish you were better prepared.

Start by asking your line manager what is expected and, if necessary, speak to your HR manager. Usually they will have your best interests at heart because your achievements will reflect well on them.

Talk to other employees about their own three month reviews, especially if they are in the same team, or have a similar role.

This will also give you plenty of time to boost your sales figures – you can learn all the tips you like, but unless you are achieving your sales figures you are unlikely to wow them at your review.

Get Prepared

Once you know what is expected of you at the actual review and you are working hard to boost your sales figures, you can plan what you will actually say at your review.

If you are on top of your targets and business development plan, you will be able to see which areas you may get pulled up on – you may even be able to act on them before the review.

Ask your employer what the usual format for three months reviews is – they will tell you if you need to prepare a presentation, or if you are expected to do anything in particular. When you know what you need to do, you have to make sure that you do it! If they expect a presentation, allow plenty of time to produce a clear, informative presentation.

Work on your targets as much as possible so that you can talk positively at the review – don’t just say what you have done well, talk about what lessons you have learned and where you feel you can improve.

Performance Improvement Methods

Performance improvement methods are the buzz words when it comes to three month reviews. It’s all about seeing where you can do better and putting those ideas into action. If your employer is one of those companies that love using all the latest buzz words, you might as well play into their hands and use them too.

They may suggest extra training courses or certain types of techniques that you may find helpful – say yes and give them a go. Any tips they give you will be worth taking on board and you will come across as a flexible employee, ready to blast your targets in time for your six month review!