Employee Performance Review Checklist ( HR )

This checklist is designed to ensure a comprehensive and structured approach to conducting employee performance reviews, facilitating meaningful feedback and development discussions.

• Schedule Review Meeting

  Set a date and time for the performance review meeting with the employee at least one week in advance.

• Gather Performance Data

  Collect performance data, including previous reviews, employee self-assessments, and manager observations.

• Prepare Review Document

  Draft the performance review document, including key achievements, areas for improvement, and future goals.

• Send Review Document to Employee

  Share the performance review document with the employee ahead of the meeting for them to prepare their thoughts.

• Conduct Review Meeting

  Hold the performance review meeting, discussing the employee's performance, providing feedback, and setting goals.

• Document Meeting Outcomes

  Record the outcomes of the meeting, including agreed-upon goals and action items for both the employee and manager.

• Follow Up on Action Items

  Schedule follow-up meetings to check on the progress of action items discussed during the review.