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Tools & templatesI'm a managerSeptember 5, 2026

Effective Performance Review Meeting Template

A ready template for performance review meetings: a point-by-point agenda with revealing questions.

A good review meeting is not a trial but a launchpad. This template splits the hour into three equal stops.

Stop one (20 minutes): evidence-backed achievements.

Ask the employee to start: what are your top three achievements? What is the evidence? Your role here is listening and documenting.

Stop two (20 minutes): one gap, one lesson.

Focus on one impactful gap instead of ten scattered remarks, and leave with one measurable agreement.

Stop three (20 minutes): the road ahead.

Two development goals, one support item they ask of you, and a follow-up date. Document all three in one message.