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Performance Review Meeting Agenda Examples Workflow

Conduct performance review meetings efficiently with structured agendas that ensure key discussions, goal setting, and feedback sharing. This template provides examples to guide managers in organizing productive sessions for employee evaluations and growth planning.


Schedule Performance Review

Prepare Performance Review Checklist

Save Employee Data Entry

Update Performance Metrics

Create Task List for Employee

Send Performance Review Meeting Invitation

Prepare Discussion Questions

Review Employee Feedback Forms

Update Employee File

Create Action Plan with Employee

Schedule Performance Review

Type: Send Email

This step involves preparing for a performance review by scheduling it at a predetermined time. The purpose of this step is to ensure that both the employee and manager have ample time to prepare for the discussion. The workflow begins when the designated scheduler sends an invitation to the employee's performance review via email or other digital medium, providing them with a specific date, time, and location for the meeting. Once the invitation has been sent, the scheduler will confirm receipt of the invite with the manager responsible for conducting the performance review. This confirmation ensures that both parties are on the same page regarding the scheduled meeting. The employee is then expected to clear their schedule during the designated time period, allowing them to attend the performance review without any conflicts or distractions.

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