{"id":14668,"date":"2018-08-12T12:16:24","date_gmt":"2018-08-12T12:16:24","guid":{"rendered":"https:\/\/www.process.st\/templates\/performance-review-checklist\/"},"modified":"2024-02-28T21:32:07","modified_gmt":"2024-02-28T21:32:07","slug":"performance-review-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/performance-review-checklist\/","title":{"rendered":"Performance Review Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uSiA9ZES91UGfX_8l4BH0Q.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uSiA9ZES91UGfX_8l4BH0Q.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>As a manager, you need to<strong> assess your employee's performance<\/strong> and <strong>engage in constructive discussions<\/strong> to make sure they <strong>feel good about their work<\/strong> and their performance is meeting company standards.<\/p>\n<p>Semi-annual performance reviews provide an <strong>excellent opportunity to praise employees<\/strong> for what they've done well, <strong>correct what they're doing wrong<\/strong>, and <strong>discuss opportunities for career development.<\/strong> After all, <a href=\"https:\/\/business.linkedin.com\/talent-solutions\/blog\/trends-and-research\/2016\/5-Employee-Feedback-Stats-That-You-Need-to-See\" rel=\"nofollow noopener\" target=\"_blank\">69% of employees say they would work harder if they felt their efforts were better recognized.<\/a><\/p>\n<p><strong>Run this checklist during your performance review period<\/strong> to ensure you are taking all of the necessary steps and following best practices when completing this critical aspect of employee management.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"preparation\">\n<h2>Preparation:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">In this section, you'll prepare the agenda for the review, and then schedule a time for the review to take place. <\/p>\n<p>Before the review happens, you'll want to get HR's approval to ensure you've prepared for the performance review in the right way.<\/p>\n<p>Task #10 is an <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approval task<\/a> where HR will look at your outline of talking points and the meeting's agenda.<\/p>\n<p>So the HR team is assigned to the task, you'll want to create a Human Resources <a href=\"https:\/\/www.process.st\/help\/docs\/what-are-groups\/\" rel=\"nofollow noopener\" target=\"_blank\">group<\/a> in your organization. Then, <a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">assign<\/a> them to task #10 in the template editor. The HR team will then <strong>always<\/strong> be assigned to that task in future checklists.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"record-employee-details\">\n<h2>Record employee details<\/h2>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee first name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee last name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee phone number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee job title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"gather-employees-performance-records\">\n<h2>Gather employee's performance records<\/h2>\n<div class=\"text-content\">\n<p>Gather employee's performance records so you can <strong>review them prior to conducting the current performance review.&nbsp;<\/strong><\/p>\n<p>Documentation <strong>should include:<\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      A copy of their performance plan\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Notes from previous performance review meetings\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Employee self-evaluation documents\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Written or recorded feedback on employee performance from other sources\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"review-past-performance-reviews\">\n<h2>Review past performance reviews<\/h2>\n<div class=\"text-content\">\n<p>Carefully review the employee's previous performance reviews, <strong>paying particular attention to the most recent one<\/strong> as that contains <strong>notes and action items<\/strong>&nbsp;most relevant to the current review period.&nbsp;<\/p>\n<p><strong>Key things to take into consideration:<\/strong><\/p>\n<ul>\n<li><span><\/span>How well the employee performed their assigned responsibilities and the quality and\/or timeliness of the employee's accomplishments<\/li>\n<li><span><\/span>If and how well the employee met performance goals<\/li>\n<li><span><\/span>Areas of performance that improved over the appraisal period<\/li>\n<li><span><\/span>Areas of performance that could\/need to be improved<\/li>\n<\/ul>\n<p class=\"style-warning\">If the employee's <strong>work responsibilities have changed<\/strong> since the last appraisal period, they should be <strong>acknowledged<\/strong>&nbsp;during the review process and in the meeting.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Most recent performance review <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of most recent performance review <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Important notes\/action items from past performance reviews <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"clarify-goals-and-objectives-of-the-meeting\">\n<h2>Clarify goals and objectives of the meeting<\/h2>\n<div class=\"text-content\">\n<p>Now,<strong> having reviewed the employee's performance history<\/strong>, it's time to start thinking about what the goals and objectives of the current meeting will be.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Meeting goals and objectives <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"create-an-outline-of-talking-points\">\n<h2>Create an outline of talking points<\/h2>\n<div class=\"text-content\">\n<p>Once you have clarified the meeting's goals and objectives, <strong>put together an outline of the main talking points<\/strong> you would like to cover.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Outline of meeting talking points <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-the-meeting\">\n<h2>Schedule the meeting<\/h2>\n<div class=\"text-content\">\n<p>Schedule the performance review meeting with the employee. It should be <strong>at least 2 weeks from the current date<\/strong> to give you time to <strong>prepare an agenda and rehearse.&nbsp;<\/strong><\/p>\n<p>You can <strong>use the email template below<\/strong> to contact the employee.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Scheduled meeting date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Meeting location <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"prepare-a-meeting-agenda\">\n<h2>Prepare a meeting agenda<\/h2>\n<div class=\"text-content\">\n<p>Prepare an agenda that covers all of your<strong> talking points in addition to setting aside time to have an open discussion<\/strong> with the employee to go over their challenges, concerns, and aspirations.<\/p>\n<p class=\"style-info\">Remember, the next task (task #10) is an approval task related to this task (task #9). Reread information in task #2 to ensure you've understood how <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_self\">approvals<\/a> works.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Meeting agenda - Notes <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Meeting agenda - File <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"premeeting-hr-approval\">\n<h2>Pre-meeting HR approval<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Create an outline of talking points<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Prepare a meeting agenda<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-agenda-to-the-employee\">\n<h2>Send agenda to the employee<\/h2>\n<div class=\"text-content\">\n<p>You can <strong>use the email template below<\/strong> to send the agenda to the employee for their review prior to the meeting.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"rehearse-conversation-prior-to-the-meeting\">\n<h2>Rehearse conversation prior to the meeting<\/h2>\n<div class=\"text-content\">\n<p>Rehearsal may not seem important, but it is a <strong>smart thing to do to cap off preparation<\/strong> for the meeting.&nbsp;<\/p>\n<p><strong>Gather all of the information you've put together<\/strong> and <strong>practice the conversation<\/strong> you will be conducting.&nbsp;<\/p>\n<p class=\"style-info\"><strong>Meeting goals and objectives:<\/strong>&nbsp;{{form.Meeting_goals_and_objectives}}<\/p>\n<p><strong>Outline of talking points:<\/strong>&nbsp;{{form.Outline_of_meeting_talking_points}}<\/p>\n<p><strong>Agenda:<\/strong>&nbsp;{{form.Meeting_agenda_-_Notes}}<\/p>\n<p>{{form.Meeting_agenda_-_File}}<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"meeting\">\n<h2>Meeting:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">The tasks in this next section will guide you through giving the performance review.<\/p>\n<p>At the end of it, there's another <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approval task<\/a>.\u2028\u2028<\/p>\n<p>This time, it's so HR can look over the meeting's notes, and make sure that the performance review was carried out correctly.\u2028\u2028<\/p>\n<p>Just as you <a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">assigned<\/a> the HR group to task #10, now assign them to task #22 in the template editor.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"create-a-positive-environment\">\n<h2>Create a positive environment<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vvp74yGIw71MNmgT98ZF4w.jpg\" alt=\"Create a positive environment\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vvp74yGIw71MNmgT98ZF4w.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The performance review process should feel like a <strong>positive and constructive undertaking<\/strong> that makes the employee in question feel comfortable and cared for.&nbsp;<\/p>\n<p>Ultimately, this is just as much about <strong>helping the employee feel happy<\/strong> with the work they are doing and <strong>resolving their challenges<\/strong> as much as it's about <strong>ensuring their performance is meeting company standards.&nbsp;<\/strong><\/p>\n<p>Bearing that in mind, make sure that you<strong> hold the meeting in a private and comfortable environment<\/strong> and exude a <strong>positive attitude.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"discuss-significant-accomplishments\">\n<h2>Discuss significant accomplishments<\/h2>\n<div class=\"text-content\">\n<p>To begin the meeting, focus on the employee's <strong>main accomplishments.<\/strong><\/p>\n<p><strong>During the discussion:<\/strong><\/p>\n<ul>\n<li>Highlight aspects of their work that you were particularly impressed with<\/li>\n<li>Ask about the challenges they faced<\/li>\n<li>Ask if they would do anything differently next time<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee's significant accomplishments <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"discuss-strengths-and-weaknesses\">\n<h2>Discuss strengths and weaknesses<\/h2>\n<div class=\"text-content\">\n<p>Have an <strong>open discussion<\/strong> about their strengths and weaknesses.<\/p>\n<p><strong>Highlight strengths you have recognized<\/strong> since their last performance review, and ask them about how they think their strengths have developed.&nbsp;<\/p>\n<p>When discussing areas for improvement, discuss <strong>specific methods and objectives<\/strong> for improving.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee's strengths <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee's weaknesses <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-last-years-plan-for-completion-of-goals\">\n<h2>Review last year's plan for completion of goals<\/h2>\n<div class=\"text-content\">\n<p><strong>Together with the employee<\/strong>, review last year's performance plan and discuss&nbsp;<strong>if and how goals were accomplished.&nbsp;<\/strong><\/p>\n<p><strong>Important points to discuss during the review are:<\/strong><\/p>\n<ul>\n<li>Which goals were met? What did the employee do to achieve them?<\/li>\n<li>Which goals were not met? What were the challenges\/roadblocks to achieving them?<\/li>\n<li>Is there any feedback the employee would like to give regarding their past and current goals?<\/li>\n<\/ul>\n<p class=\"style-warning\">If the employee's <strong>work responsibilities have changed since last year<\/strong>, they should be acknowledged and discussed during the review.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"determine-future-goals-with-the-employee\">\n<h2>Determine future goals with the employee<\/h2>\n<div class=\"text-content\">\n<p>Determine what the employee's goals are moving forward, whether they may be <strong>performance-based or related to their personal growth.&nbsp;<\/strong>Let the employee lead the discussion.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee's future goals <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"present-opportunities-for-career-development\">\n<h2>Present opportunities for career development<\/h2>\n<div class=\"text-content\">\n<p>At all times, the employee should feel as though they are<strong> supported<\/strong> by you and <strong>encouraged to develop their careers<\/strong> outside of their day-to-day job.&nbsp;<\/p>\n<p>Present them with a few ideas for career development like <strong>attending interesting conferences<\/strong>, <strong>obtaining<\/strong> <strong>certificates<\/strong> in their chosen field or <strong>joining a professional organization.<\/strong>&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Ideas for employee's career development <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"clarify-action-items\">\n<h2>Clarify action items<\/h2>\n<div class=\"text-content\">\n<p>It's important to <strong>clarify immediate action items<\/strong> before ending the review process. This applies to action items for <strong>both you and the employee<\/strong>.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee action items <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Manager action items <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"settle-any-concerns-the-employee-may-have\">\n<h2>Settle any concerns the employee may have<\/h2>\n<div class=\"text-content\">\n<p>Before ending the meeting, ask the employee if they have any <strong>questions or concerns<\/strong> they would like to discuss. It's important that they leave<strong> knowing they have been heard<\/strong> and had the opportunity to discuss any professional concerns they may have.<\/p>\n<p class=\"style-info\">Once the meeting has ended, remember the HR team will review the meeting's notes in the <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_self\">approval task<\/a> coming up. <\/p>\n<p>Reread the information presented in task #13 to make sure you have a grasp on how approvals works.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"postmeeting-hr-approval\">\n<h2>Post-meeting HR approval<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Determine future goals with the employee<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Present opportunities for career development<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Clarify action items<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><span><a href=\"https:\/\/engagedly.com\/the-ultimate-checklist-for-performance-appraisals\/\" rel=\"nofollow\">Engagedly - The Ultimate Checklist for Performance Appraisals<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.thebalancecareers.com\/performance-management-process-checklist-1918852\" rel=\"nofollow\">Susan Heathfield - Performance Management Process Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.thebalancecareers.com\/effective-performance-review-tips-1918842\" rel=\"nofollow\">Susan Heathfield - 10 Key Tips for Effective Employee Performance Reviews<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/study.com\/academy\/lesson\/performance-review-checklist-for-managers.html\" rel=\"nofollow\">Study.com - Performance Review Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/hirelevel.com\/2016\/07\/06\/employee-performance-review-checklist\/\" rel=\"nofollow\">HireLevel - Employee Performance Review Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.shrm.org\/resourcesandtools\/tools-and-samples\/hr-forms\/pages\/cms_020300.aspx\" rel=\"nofollow\">SHRM: Performance Review Meeting Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.successfactors.com\/en_us\/lp\/articles\/optimize-performance-management.html\" rel=\"nofollow\">SAP Success Factors - Optimizing Performance Management<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.opm.gov\/policy-data-oversight\/performance-management\/performance-management-cycle\/rating\/supervisors-checklist-for-preparing-for-employee-performance-reviews\/\" rel=\"nofollow\">OPM - Performance Management<\/a><\/span><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-discipline-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Discipline Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employment-termination-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Employment Termination Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/office-conflict-resolution-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Office Conflict Resolution Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/office-safety-inspection-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Office Safety Inspection Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/office-risk-assessment-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Office Risk Assessment Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/records-disposal-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Records Disposal Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/budget-preparation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Preparation Checklist<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: As a manager, you need to assess your employee's performance and engage in constructive discussions to make sure they feel good about their work and their performance is meeting company standards. Semi-annual performance reviews provide an excellent opportunity to praise employees for what they've done well, correct what they're doing wrong, and discuss opportunities [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":14669,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"24","template_description":"Run this checklist for each employee during your performance review period","template_id":"nozMoNI_lZA8xPwvNsFFCw","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Preparation:","task_slug_1":"preparation","task_2":"Record employee details","task_slug_2":"record-employee-details","task_3":"Gather employee's performance records","task_slug_3":"gather-employees-performance-records","task_4":"Review past performance reviews","task_slug_4":"review-past-performance-reviews","task_5":"Clarify goals 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