What’s going well; what isn’t? Answer these questions from both the employee’s and the organization’s perspective.
Is the employee meeting defined criteria for performance/fulfilling requirements for the job?
How is this employee contributing to the company’s core values in their attitude and work? How could they improve?
How could the employee improve their performance and/or behavior? Offer solutions as well as soliciting solutions from the individual.
How will we track progress? Do we need to check in again? If so, when?
When using any performance review agenda, it’s helpful to think within the framework of the Performance Management Cycle. This cycle informs the entire process of managing the performance of your employees and consists of four stages: planning, monitoring, developing, and rating and rewarding.
It’s in the performance review that you can monitor progress against goals, provide feedback, recognize good performance, or all of the above. So the performance review meeting may occur in two of the four stages of the performance management cycle: monitoring or rating and rewarding.
This agenda template was created for performance review used in either of these stages. In other words, it works regardless of the stage in which your performance review meeting occurs.
However, it’s still important that you, as the manager, understand this context when you think about how to use this template to effectively structure your meeting.
For example, in a performance review in the monitoring stage, you’ll provide feedback without necessarily rating performance. In this type of meeting, the performance review is a tool to inform the employee on how they can improve without the finality of a traditional, annual performance review.
So, with this agenda, you may leave out certain performance measurement sections that are more suitable for the annual review. In any case, with our wide variety of software interactions, the action items that arise from this meeting agenda can be automatically turned into actionable tasks or projects.