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Performance Review Meeting Agenda Template Workflow

A structured meeting agenda to conduct performance reviews of employees, outlining discussion points and desired outcomes. This template ensures a fair and productive conversation about job accomplishments, goals, and areas for improvement.


Prepare for Performance Review Meeting

Schedule the Performance Review Meeting

Gather Feedback from Colleagues

Prepare Performance Metrics and Goals

Conduct the Performance Review Meeting

Document Meeting Outcomes

Update Employee Records

Create Action Plan for Employee Growth

Review Progress Regularly

Close Out Performance Review Process

Follow Up on Action Items

Prepare for Performance Review Meeting

Type: Fill Checklist

The Prepare for Performance Review Meeting step involves several key tasks to ensure a productive and fair evaluation process. 1. Gather necessary documents: * Collect relevant performance data and metrics. * Review employee files and previous performance reviews. 2. Schedule the meeting: * Confirm the meeting date, time, and location with both parties involved. * Ensure sufficient notice for all attendees. 3. Prepare questions and discussion points: * Develop a list of key performance indicators (KPIs) to discuss during the review. * Identify areas where employee improvement is required or recognized. By completing these tasks, both parties can come prepared for an open and constructive conversation about the employee's performance over the given period.

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