Supervisor Planning Checklist for a Performance Review Meeting
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Supervisor Planning Checklist for a Performance Review Meeting

Supervisor Planning Checklist for aPerformance Review Meeting Review the employee’s position description Review the goals and competencies you and youremployee established at the beginning of the year Seek input from others who interact frequentlywith the employee Ask the employee for a self-evaluation, providedto you in advance Identify variances between your evaluation andthe employee’s self-evaluation and be prepared todiscuss these differences Includes examples of positive incidents and anyopportunities for development based on theemployee’s work Plan for career development opportunities for theemployee Develop questions that can be used to engage theemployee in the review session so it’s a two-wayconversation Prepare a review meeting agenda to ensure allkey points are covered and provide to employeein advance Plan for a positive close to the review meeting1

Performance Review Sample AgendaProper preparation for aperformance reviewmeeting is critical in orderto have an effectivediscussion with youremployee. Here are fewideas to include in youragenda that you wouldsend to your employee inadvance.AgendaMeeting start timeMeeting stop timeMeeting locationTopics for EvaluationGoals/ObjectivesValues and CompetencyreviewSupervisor’s and Employee’s selfEvaluation part of the discussionCareer DevelopmentNext Steps2

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