Software Engineering

Choosing Performance Review Software for Marketing and Creative Agencies

As creative agencies and marketing firms mature, leadership typically develops a need for managing performance reviews. But with so many options available, how can you choose the best one for your team?
Published on
March 2024

As creative agencies and marketing firms mature, leadership typically develops a need for managing performance reviews.

With work that moves quickly and deadlines that are constantly approaching, these teams don't have time to waste on managing an inefficient process based on docs or spreadsheets. That's where performance review software comes in.

But with so many options available, how can you choose the best one for your team?

Factors to Consider When Selecting Performance Review Software

Ease of Use

The software should be intuitive and easy for team members to navigate, so they can focus on their work rather than getting bogged down in the review process.

Integrations

Look for software that integrates with the tools your team is already using. This helps to streamline the review process and ensure that all feedback is captured in one place.

Customizable Review Criteria

When choosing performance review software, it's important to select a solution that can be customized. Your marketing agency has unique goals and objectives, and your performance review criteria should reflect those goals.

Continuous Feedback

Rather than waiting for an annual review, consider a tool that allows for continuous feedback. This helps to keep team members on track and provides opportunities for improvement in real time.

If executed the right way, it might actually save you time in the long-term.

360 Reviews

Enabling 360 reviews allows team members to receive feedback from multiple sources, including peers, managers, and direct reports. This can provide a more well-rounded and accurate view of performance.

Reporting and Analytics

Reporting is a critical component of any performance review process. Choose a performance review software that provides detailed analytics to help you identify trends and track progress over time.

By choosing performance review software that meets these criteria, you can create a more efficient and effective review process that benefits both your team members and your organization as a whole.

Introducing WorkStory

One option that meets all of these criteria is WorkStory.

WorkStory is the first performance review tool to fully integrate with a team's workflow. What really sets it apart is the fact that it uses tools your team is already using, like Slack, Microsoft Teams, Webex, or email, to collect performance data and feedback automatically throughout the year. The WorkStory platform is customizable, allowing you to create review criteria that align with your agency's unique needs. Plus, our robust reporting and analytics capabilities make it easy to track your team's progress over time.

Oh and our latest feature, WorkStory AI Assist makes it easier to approach performance management throughout the year. Each month it summarizes performance and suggests actionable insights for employees to work with in-between formal performance review conversations.

By using WorkStory, you can save time and effort while also gaining valuable insights into your team's performance. So why not give it a try and see the benefits for yourself?

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Whenever you’re ready, here are 4 ways WorkStory can help you:

  1. The WorkStory Platform: Our all-in-one performance management solution. WorkStory makes it easy to gather continuous feedback, run 360 reviews, and track team progress—all in one place. Perfect for teams looking to move beyond traditional performance reviews.
  2. The Performance Review Builder Tool: Create customized performance reviews that fit your organization’s unique needs. Tailor the reviews to each role, streamline the review process, and focus on growth-oriented feedback.
  3. Performance Review Templates: Access a library of pre-built, best-in-class performance review templates that are ready to use. Whether you need templates for leadership, team members, or cross-functional roles, we’ve got you covered.
  4. HR Document Templates: From onboarding checklists to change management guides, our HR templates are designed to save time and ensure consistency across your organization. Simply download, customize, and implement.
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