Performance: Performance Review Meeting Checklist

Aug 21, 2014

[ ] Be prepared -- know the objectives and goals of the meeting

[ ] Time and Place -- choose a quiet, private spot 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

    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

[ ] Conclusion

    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 employee reviews the appraisal and provides comments

    have employee sign it to acknowledge that he or she has read it (does not signify agreement with the content)

[ ] Follow-up

    follow-up with the employee to see how plans are proceeding within the given time frames

    offer the employee assistance in achieving objectives and encourage discussion of successes and obstacles


Job Finder

Find an HR Job Near You
Post a Job


The SHRM Member Discounts program provides member-only access to discounts on products and services you can apply to your life and career, and share with your company.



Find the Right Vendor for Your HR Needs

SHRM’s HR Vendor Directory contains over 10,000 companies

Search & Connect