At The Washburn Agency, we support families in Boston and Nashville in building thoughtful, long-term relationships with their nannies and household staff. One of the most effective ways to maintain a healthy, successful working relationship is through regular communication and intentional feedback. An annual review provides the perfect opportunity to reflect on the year, recognize accomplishments, address challenges, and align expectations moving forward.
When done well, an annual review isn’t just a formality. It strengthens trust, promotes clarity, and helps ensure your household continues to run smoothly for everyone involved.
Below is our guide to conducting a productive, respectful, and meaningful annual review with your nanny or household employee.
When to Schedule an Annual Review
Most families choose to hold annual reviews around a nanny or household staff member’s work anniversary or at the beginning of the calendar year. Keeping the timing consistent each year allows both parties to prepare and reflect thoughtfully.
Whenever possible, avoid scheduling the review during especially hectic periods, such as major holidays or back-to-school transitions. Choose a calm, uninterrupted time when you can both be present and focused.
How to Prepare for the Review
Preparation sets the tone for a successful conversation. Before the meeting, review your employment agreement and reflect on the past year as a whole. Consider what has gone well, what has evolved, and where adjustments may be needed.
It’s also helpful to invite your nanny or household staff member to prepare ahead of time. Encouraging them to share their perspective fosters a collaborative, two-way discussion rather than a one-sided evaluation.
Have the following items ready:
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A copy of the current work agreement or contract
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Notes on performance, communication, and attendance
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Any anticipated changes to your family’s schedule or needs
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Current market data if you are considering compensation or benefits adjustments
Questions to Guide the Conversation
The most effective annual reviews feel like a conversation, not a checklist. Keep the tone open and respectful, and allow space for honest dialogue.
Questions to Ask Your Nanny or Household Staff Member
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What aspects of your role do you enjoy the most?
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Are there any responsibilities that feel challenging or unclear?
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Do you feel you have the tools and support you need to do your job well?
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How do you feel communication has been this past year?
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Are there ways we can better support your professional growth or work-life balance?
Topics for You to Reflect On
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Is the current schedule still working well for both of us?
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Do the responsibilities accurately reflect the job description?
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Have new expectations developed that should be formally documented?
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Is compensation still competitive for our market and their level of experience?
Questions to Discuss Together
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What goals or priorities should we set for the year ahead?
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How can we continue building trust, consistency, and mutual respect in our household?
How to Wrap Up the Review
End the meeting by summarizing key points and clearly outlining any agreed-upon next steps. If you are offering a raise, bonus, or benefits adjustment, communicate this clearly and follow up in writing.
If responsibilities, hours, or expectations are changing, update the work agreement and ensure both parties sign the revised version. Even if no major changes are made, closing the conversation with appreciation and gratitude reinforces the value of your employee’s role in your home.
A sincere thank-you for their care, professionalism, and commitment can go a long way.
When the Conversation Is Challenging
Not every annual review will be easy, and that’s okay. If concerns or frustrations come up, approach them with empathy and professionalism. Listen fully before responding, and clarify expectations where needed.
For more serious or recurring issues, consider scheduling a follow-up meeting in 30 to 60 days with clear goals, timelines, and support in place. This creates structure while giving everyone time to improve and regroup.
The Washburn Agency is always available as a resource for families navigating sensitive employment conversations. We can assist with communication strategies, contract updates, and performance management to help support healthy, long-term household employment relationships.
A Final Thought
An annual review is more than a check-in. It’s an investment in your home, your household staff, and the quality of care your family receives. With open communication, clear expectations, and mutual respect, these conversations can strengthen your partnership and set the foundation for another successful year together.
