Parcion Private Wealth
Confidential Internal Use Only

2026 Mid-Year Performance Reviews

Review Training
Video Library

Short walkthroughs for every step of the mid-year process — from completing your self-assessment to acknowledging your final review in ADP.

All Team MembersAudience
6 VideosIn This Library
ADP Workforce NowPlatform

Key Dates

June 4, 2026

Assessments open
in ADP

June 30, 2026

Self-assessment
submission deadline

June 30, 2026

Acknowledge review
in ADP

Employee Videos Manager Videos Resources

For All Team Members

Employee Walkthroughs

Training videos to help you prepare for the mid-year review — what to expect, how to write a strong self-assessment, and how to set goals that reflect your best work.

Mid-Year Performance Review Tips for Employees YouTube

Video 01

Getting Started: Opening Your Self-Assessment

Covers what a mid-year review is, why it matters, and 8 steps to prepare effectively as an employee — including a bonus tip at the end for building confidence going into the process.

All Employees
How to Write a Good Self Review With Rewrite Examples YouTube

Video 02

Answering the Questions

Walks through how to make your self-review sound professional and stand out — including structure, what to include, and real rewrite examples that show what a weak response looks like versus a strong one.

All Employees
How to Write a Career Goal for Your Performance Review YouTube

Video 03

Submitting and Acknowledging Your Review

Explains how to write a single, unified career goal for your performance review — rather than fragmented asks — so decision-makers and your manager can clearly advocate for you. Relevant for the second-half priorities section of your self-assessment.

All Employees

For People Managers

Manager Walkthroughs

Training videos to help managers prepare for the mid-year review — how to lead the process with confidence, write evaluations that land, and have conversations that are substantive for both sides.

Mid-Year Performance Review Tips for Managers YouTube

Video 04

Reviewing Direct Report Self-Assessments

Covers the purpose of mid-year reviews, 7 key success factors for leading them well, what to address in the conversation, how to prepare as a manager, and common questions to use with your direct reports.

Managers
How to Write a Critical Performance Review That's Actually Constructive YouTube

Video 05

Writing and Submitting Manager Evaluations

A roleplay where an HR professional coaches a manager through writing a critical performance review — covering the most common mistakes (recency bias, vague feedback, overly harsh framing) and how to write something that's honest, specific, fair, and not a surprise to the employee.

Managers
Effective One-on-One Meetings With Your Team YouTube

Video 06

Conducting the 1:1 Review Conversation

An essential guide for managers on how to run effective one-on-one meetings with direct reports — covering how to build trust, set goals, and improve job satisfaction. Research-backed, with practical guidance on making 1:1s a real driver of team performance.

ManagersAll Employees

Additional Resources

Reference Materials

Everything you need to complete the mid-year review process on time.

Employee Guide

ADP Self-Assessment Step-by-Step

The complete written SOP with all questions, screenshots, and submission instructions.

Manager Guide

Manager Evaluation SOP

Step-by-step instructions for completing and submitting manager evaluations in ADP. Coming soon.

Questions

Contact People Operations

Reach Montoya Hill directly at montoya.hill@parcionpw.com for any questions about the process, ADP access, or deadlines.

Confidential — Internal Use Only — Parcion Private Wealth © 2026

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