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Employee Performance Review Checklist

Quality Control · Intermediate

Complete the preparation section before the meeting. During the review, work through each discussion section. After the meeting, document agreed actions and share the summary with the employee. Schedule a follow-up within 30 days.

31 items 30 min prep + 45–60 min meeting 168 downloads Download PDF Use in App

Prepare for and conduct effective employee performance reviews with this manager's checklist. Covers review of goal achievement, competency assessment, gathering of multi-source feedback, development discussion, and goal setting for the next period.

Rushed or unprepared performance reviews damage trust and waste time. This checklist ensures you've done the homework, gathered the evidence, and structured the conversation for a productive outcome.

This checklist template is provided as a general-purpose resource and is not tailored to the regulatory requirements of any specific country, region, or jurisdiction. It is the responsibility of each organisation to review and adapt this template to ensure compliance with all applicable local laws and regulations. Miratag does not accept liability for any inaccuracies or omissions, or for any actions taken based on this template.

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