Templates
Office & Administration
Performance Review Checklist

Performance Review Checklist

Run this checklist for each employee during your performance review period
1
Introduction:
2
Preparation:
3
Record employee details
4
Gather employee's performance records
5
Review past performance reviews
6
Clarify goals and objectives of the meeting
7
Create an outline of talking points
8
Schedule the meeting
9
Prepare a meeting agenda
10
Pre-meeting HR approval
11
Send agenda to the employee
12
Rehearse conversation prior to the meeting
13
Meeting:
14
Create a positive environment
15
Discuss significant accomplishments
16
Discuss strengths and weaknesses
17
Review last year's plan for completion of goals
18
Determine future goals with the employee
19
Present opportunities for career development
20
Clarify action items
21
Settle any concerns the employee may have
22
Post-meeting HR approval
23
Sources:
24
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