This checklist is designed to guide managers through the process of conducting quarterly performance reviews for team members. It ensures that all necessary steps are followed to provide constructive feedback and help employees develop their skills.
Gather all necessary documents related to employee performance, including previous reviews, goals, and relevant metrics.
Arrange a meeting time with each employee to discuss their performance. Ensure to allocate sufficient time for each session.
Evaluate the employee's performance based on established metrics, feedback from peers, and self-assessment if applicable.
During the meeting, provide specific feedback on strengths and areas for improvement, and discuss any challenges faced by the employee.
Collaboratively set realistic and measurable goals for the upcoming quarter to guide employee development.
Record the key points discussed during the review, including feedback and goals set. This document should be shared with the employee for future reference.