Performance review meeting template

Performance review meeting template

This one-on-one meeting with manager template will help bring your performance review to a meaningful conclusion and establish a foundation for future growth.

How to prepare for a performance review meeting?

Preparation is vital to conducting a meaningful performance review meeting. Here are some steps you can take to prepare:

  1. Collect data on the employee's performance throughout the review period. This may include performance metrics, completed projects, and 360 feedback from colleagues and customers.
  2. Review the employee's performance goals from the previous review period and assess their completion. This step helps you identify any areas for improvement and set new goals for the next review period.
  3. Schedule the Meeting: Schedule the performance review meeting well and communicate the date and time to the employee. Also, make sure to provide them with an agenda for the meeting so they can prepare accordingly.
  4. Choose a Location: Choose a private and comfortable location for the meeting. If it's online, remove all distractions, and don't multitask. 
  5. Plan feedback and scenarios for both positive and constructive feedback during the meeting. Be specific about the areas where the employee excelled and areas where they need to improve. 

Performance review meeting tips

Conducting a successful performance review meeting requires careful planning and execution. Here are some best practices to follow:

  1. Stick to the prepared agenda and stay focused on the goals of the meeting. This will ensure you cover all the relevant topics and the discussion is productive.
  2. Use the right format: Choose a performance review meeting format that works best for you and your team. This may include a structured discussion or a more informal conversation during coffee. The key is finding a comfortable form for you and the employee.
  3. Listen actively to the employee's feedback and concerns. Encourage them to share their thoughts and opinions and ask open-ended questions to understand their perspective better.
  4. Provide constructive feedback that is specific, actionable, and focused on improvement. Avoid criticism that is vague or focused on personal attributes.
  5. End on a positive note by summarizing the key points discussed and highlighting the employee's strengths. This will help to build morale and motivate the employee to improve.

Performance review meeting agenda template

Performance review results

  • How are you? How do you feel about this performance review?
  • Do you agree with the results? Was anything new or surprising to you?
  • What do you think about the feedback you received? Do you need any clarification?
  • What did you learn from this review? Your key takeaways?
  • What do you see are the key opportunities to grow for you?
  • Let's go through your professional and personal development goals for the next few months.
  • Do you have any feedback about the review process or the way I communicated my feedback?

Performance review meeting template in Peoplelogic

Use this template in Peoplelogic meeting software for free. Save time, boost your productivity, never lose track of a follow-up action item again. Be prepared and have better, more meaningful conversations with your team. They will thank you! ❤️

Andrii Bas

Andrii Bas

Product Strategist, People & Performance

Founder of 3 products and product development agency @Uptech before 25. Use and consult about OKRs, performance management, and team leadership for 4+ years.


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