Employee Performance Review Checklist

0 of 11 tasks completed

Estimated time: 1-2 hours per review

Time spent: 0 min

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Preparation

Gather relevant documents (job description, past reviews, performance data).

Collect all necessary information for the review.

00:00:00

Documents 30 min

Review previous performance goals and objectives.

Assess progress and achievements.

00:00:00

Goals 15 min

Request self-assessment from the employee.

Give the employee an opportunity to reflect on their performance.

00:00:00

Employee Input 15 min

Review Discussion

Discuss employee achievements and contributions.

Recognize and acknowledge positive performance.

00:00:00

Achievements 30 min

Identify areas for improvement and development.

Provide constructive feedback and support.

00:00:00

Areas for Improvement 30 min

Set new performance goals and objectives for the next review period.

Ensure goals are SMART (Specific, Measurable, Achievable, Relevant, Time-bound).

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Goals 30 min

Provide and receive feedback openly and honestly.

Create a two-way communication environment.

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Feedback 15 min

Discuss training and development opportunities.

Support employee growth and skill enhancement.

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Training 15 min

Post-Review Actions

Document the review discussion and agreed-upon goals.

Create a formal record of the review.

00:00:00

Documentation 30 min

Follow up on progress towards goals and provide ongoing support.

Regularly check in with the employee and offer guidance.

00:00:00

Follow-Up Ongoing

Discuss compensation adjustments if applicable.

Align compensation with performance and market value.

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Compensation 15 min