Performance Review Checklist
What a structured, fair performance review covers: goals, achievements, areas for development and plans for the next period.
Gochi HR's employee review report brings each person's leave, tickets, projects, sales and tasks for the period onto one page, with your notes, ready to print as a PDF for the conversation.
What makes a performance review worth doing
Most performance reviews are dreaded by both managers and employees because they're either a rubber-stamping exercise or an uncomfortable surprise. A well-structured review, done consistently, with evidence, and focused on the future as much as the past, is one of the most valuable conversations a manager can have.
Sections to include
- Goal review: how the goals set at the last review went
- Key achievements: specific things accomplished during the period
- Areas for development: an honest, constructive look at gaps
- Values: how the employee has shown the company's values
- Goals ahead: three to five goals for the next period
- Development plan: specific actions to support growth
- Employee comments: room for the employee's own view
Having the conversation well
Send the list of sections to both manager and employee a week before the review, and ask both to complete it independently. The review meeting then becomes a comparison of views rather than a one-way assessment, which is far more productive and fair.