As we head into July, it’s hard to believe the year is already halfway over. Summer is often a season when employees are balancing well-earned time off with ongoing goals and projects. It can be a delicate time for leaders to keep performance on track while also respecting the need for rest and recharge.
Mid-year reviews and check-ins are a valuable opportunity to pause, reflect, and reset. Unlike formal annual reviews, these conversations can be more informal and forward-focused. They allow managers and employees to revisit goals, celebrate wins so far, and make adjustments where needed. Especially in a year that may have brought unexpected changes or shifting priorities, taking time in July to realign ensures everyone feels clear and supported.
It’s also a chance to talk openly about workload and well-being. With summer vacations and lighter staffing, employees often feel pressured to stay connected even when they’re out of the office. By discussing coverage plans and setting clear expectations around communication, managers can help reduce that pressure. Reinforcing that PTO is there to be used—and respected—sends a powerful message that your organization truly values rest, not just productivity.
As you schedule mid-year conversations, consider weaving in questions that invite reflection and encourage openness. Ask employees what’s going well, where they feel stuck, and how you can support their growth for the remainder of the year. These discussions don’t have to be lengthy to be impactful. Sometimes, a short check-in focused on listening and problem-solving can make all the difference.
At the same time, take this opportunity to remind everyone of resources that promote balance—whether it’s flexible scheduling options, mental health support, or simple tools to help teams coordinate time off. By planning ahead, you help avoid last-minute stress and ensure coverage so employees can truly disconnect during their vacations.
Balancing performance and time away isn’t always simple, but it is essential. When leaders approach mid-year check-ins with empathy and clarity, they build trust and reinforce a culture where employees feel valued not just for what they accomplish but also for their well-being.
If you’d like help designing effective performance conversations, updating your PTO policies, or training managers to lead with confidence, JB Consulting Systems is here to support you. Let’s connect to ensure the second half of your year is productive, healthy, and rewarding for everyone.