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Checklist: Performance Review Meeting

  • Preparation

    ☐ Know the objectives and goals of the meeting.

    ☐ Anticipate questions and be as prepared as possible to provide explanations.

    ☐ Choose a quiet, private space with as few interruptions as possible.

    Conducting the interview

    ☐ Create a positive environment and help the employee feel at ease.

    ☐ Give balanced feedback, both positive and negative, but start with the positive.

    ☐ Focus on the job, not the person.

    ☐ Provide examples of both positive and negative behaviors.

    ☐ Ask questions and allow the employee to provide feedback.

    ☐ When discussing areas for improvement, discuss methods and objectives for improving.

    ☐ Discuss possibilities for advancement, the employee's aspirations and professional development necessary to be a candidate for such future positions.

    Concluding the meeting

    ☐ Summarize and review the important points of the discussion.

    ☐ Restate the action steps that have been recommended and provide a time frame for completion.

    ☐ Make sure the employee reviews the appraisal and provides written comments.

    ☐ Have employee sign the form to acknowledge that he or she has received the appraisal and had the opportunity to discuss the contents. Explain that a signature does not indicate agreement with the content.


    ☐ Follow-up with the employee to see how goals and objectives are proceeding within the given time frames.

    ☐ Offer the employee assistance in achieving goals and objectives and encourage discussion of successes and obstacles.


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