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Performance review checklist

Checklist 5

Prior to the meeting


Activity
Completed?
Set a date, time and location that is mutually convenient
Give at least 14 days notice, to allow time for adequate preparation both for you
and the employee
Set aside at least one hour for discussion
Be prepared with copies of:
the employees Position description (Form 4)
a new Performance objectives and action plan (Form 11) for the next review
period
the employees last Performance objectives and action plan if one has been
done previously (including key performance indicators or performance
standards)
feedback or letters from customers or workmates
Undertake a performance assessment
If this is the first performance management meeting, consider what your
employee needs to do, what your expectations are and what activities he/she
may need to undertake throughout the next 12 months
If this is a review, consider what the employee has done well, what they need to
improve on and what you can do to help them do a better job
Review any learning and development activities that have or have not occurred
during the performance review period
You may wish to complete a new, draft Performance objectives and action plan
to help with this
Performance meeting agenda Initial
Initial meeting
Welcome the employee
State the purpose of meeting and objectives of performance management
Discuss the elements in the Performance objectives and action plan and what
you and the employee wish to achieve
Advise/discuss new goals, key performance indicators and/or objectives
Seek employee input, suggestions, ideas or expectations of job performance
over the next 12 months
Define learning and development needs for the next 12 months with the
employee
Document outcomes on new Performance objectives and action plan
Summarise discussion
Emphasise the positive
Review overall expectations
Finalise Performance objectives and action plan
Gain commitment and agreement
Determine and agree on when the next performance review will be (i.e. 6
monthly or 12 monthly)
Both you and the employee sign the Performance objectives and action plan

Completed?

Performance review checklist (cont.)

Checklist 5

Performance meeting agenda Review


Activity
Welcome the employee
Reiterate purpose of meeting and objectives of performance management
Review the existing Performance objectives and action plan (including key
performance indicators, objectives, completed/outstanding learning and
development activities)
Discuss where you both think the employee rates in the competency scale in
the Performance Plan Review section of the existing Performance objectives
and action plan
Allow time for discussion of results and/or venting
Update and complete the Performance Plan Review section of the existing
Performance objectives and action plan
Advise/discuss new goals, key performance indicators and/or objectives
Seek employee input, suggestions or ideas to improve job performance
Define learning and development needs for the next 12 months with the
employee
Document outcomes on new Performance objectives and action plan
Summarise discussion
Emphasise the positive
Review overall expectations
Finalise Performance objectives and action plan
Gain commitment and agreement
Determine and agree on when the next performance review will be (i.e. 3/6/12
monthly)
Both you and the employee sign the Performance objectives and action plan

Completed?

After the meeting


Activity
Action any agreed learning and development requests
File all documents in HR file
Give the employee a copy of the Performance objectives and action plan
Provide ongoing feedback about performance objectives throughout the year

Completed?